Resources

Subscribe to the Process Street blog

Get tips and apps to hack your business straight to your inbox.

Podcast #12: Secrets of Globally Distributed Onboarding (Justine Van den Mooter)

globally distributed onboarding

In this podcast episode, we interview Justine Van den Mooter from Qwilr about designing an effective onboarding experience.

We discuss creating a comprehensive onboarding process for all new hires, regardless of their role or location, fostering manager involvement, and providing a supportive environment for new employees.

Justine shares her experience in revamping Qwilr’s onboarding process and highlights the importance of proactive communication, personalized tasks, and maintaining excitement throughout the onboarding period. We also touch upon the challenges of onboarding in a globally distributed company.

Overall, the episode emphasizes the significance of a well-designed onboarding process in creating a positive employee experience.

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

Continue Reading

Get our posts & product updates earlier by simply subscribing

Employee Spotlight: Gustavo Amaral, Customer Success Manager

 Customer Success Manager

When it comes to exemplifying our core value of continuous improvement, our Customer Success Manager Gustavo Amaral is at the forefront. That’s why we are thrilled to feature him as the star of our new Employee Spotlight blog post!

Gustavo’s commitment to personal and professional development at Process Street and beyond exhibits a strong desire to learn, explore the world around him, and excel in his role. Being highly skilled both in workflow creation and customer service makes Gustavo the perfect asset to our company.

This edition of Employee Spotlight will shine the light on the family man, the motorcycle enthusiast, and the caring professional who sees our customer’s satisfaction as his top priority.

  • Introducing Gustavo Amaral, Customer Success Manager
  • Gustavo’s professional experiences prior to Process Street
  • Personal growth and continuous improvement
  • Gustavo’s take on working for Process Street
  • Bonus questions!
Continue Reading

Employee Spotlight: Ashley Chain, Director of People & Operations

ashley chain employee spotlight

At Process Street, we take great pride in our exceptional team members, and today, we’re excited to shine the spotlight on one of our remarkable leaders – Ashley Chain

Ashley’s journey with us began even before the pandemic struck, making her a key figure in navigating our company through challenging times. As a female leader in the tech industry, Ashley exemplifies our core value of laser focus. 

Her unwavering determination has been instrumental in fostering a people-focused company culture that encourages growth and empowers our employees to thrive.

Join us as we celebrate Ashley’s contributions and learn more about her insights, experiences, and the positive impact she continues to make on Process Street’s journey. Get to know the visionary leader who inspires us all to embrace resilience and purpose in everything we do: 

Continue Reading

50+ Powerful AI Tools For Small Business You Can’t Ignore

ai tools for small business

If you’re looking for the best AI tools for small business, you’re in the right place!

Running a small business can be challenging, but with the emergence of artificial intelligence (AI), you now have a powerful ally to overcome obstacles and achieve success.

From streamlining financial management to automating recruitment, AI tools have become indispensable assets for small businesses.

In this comprehensive list, we present 50 cutting-edge AI tools that address all the pain points faced by small businesses (don’t fear, we know them all!).

If you’re short on time, here’s a quick list of the tools sorted into categories:

Continue Reading

Remote Work Engagement 101 (Secrets of Distributed Teamwork)

Luna Park is an online platform that connects remote teams with social games, icebreakers, and trivia that can be as short as five minutes or as long as 90.

Since the pandemic, it’s pretty clear that remote work is here to stay, and that’s something Luna Park’s COO and co-founder Arlen Marmel saw early on. Thus, he was motivated to start the company in January 2021 with Ben Anderson.

Having worked as the Head of Marketing and Distribution for Crunchyroll as well as the Director of Customer Acquisition & Retention at Hulu, Arlen is familiar with what it takes to bring people on board and retain them, whether that’s employees or customers. He’s a master at keeping people engaged.

In this episode of the Employee Onboarding Podcast from Process Street, Arlen discusses:

  • Growing a remote business during the pandemic
  • Scaling a remote international team
  • Bringing play into work and onboarding

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Continue Reading

How to Use The Deming Cycle for Continuous Quality Improvement

the deming cycle

Understanding quality and seeking to improve it is arguably the core purpose behind undertaking process improvements. Hence the creation of the Deming cycle.

But where did this philosophy of process improvement come from?

One key person is William Edwards Deming – sometimes referred to as Edward W. Deming. He’s principally a statistician, but one could even call him a philosopher of science.

Deming’s goal was to reapply the scientific method to business processes, and has left us with two main variants of his thinking: PDSA and PDCA.

In this article we’ll outline:

Deming’s approach is not just about improving processes, but about improving a whole business.

In a recent meta-study from the British Medical Journal, researchers found only 2 out of 73 studies had applied PDSA in a way which fully met criteria. Commenting:

To progress the development of the science of improvement, a greater understanding of the use of improvement methods, including PDSA, is essential to draw reliable conclusions about their effectiveness.

And that’s why we’re writing this article!

Continue Reading

11 Sales Onboarding Templates For Maximum Employee Retention

 

 Sales Onboarding Processes

Studies show that effective employee onboarding improves employee retention by 82%. And this applies to sales onboarding, as well! When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.

Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.

In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.

This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.

  1. Sales Onboarding Checklist
  2. Diversity Hiring Process
  3. Ari Meisel’s How to Streamline the Hiring Process Guide
  4. Code of Conduct Policy Adherence Process
  5. Employee Background Check
  6. Employee Developmental Plan Template
  7. Employee Satisfaction Survey
  8. Performance Management
  9. Performance Review Template
  10. Training Plan Template
  11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

Let’s get started, shall we?
Continue Reading

Podcast: How to Retain Employees via Stay Interviews (with Laura Florin)

Laura Florin is an expert and accomplished people leader with more than 20 years of experience in leveraging people and resources to build strong teams at every level (not to mention being very familiar with the stay interview process).

Now working for Videri, a maker of energy-efficient digital displays, Laura uses her expertise in people and compliance to manage four different onboardings in two countries. 

Laura understands what it takes to not only make new hires feel welcome but also make them feel like they want to stay for a long time. We were lucky enough to sit down with her and pick her brain on all the employee onboarding best practices.

In this episode of The Employee Onboarding Podcast from Process Street, Laura discusses:

  • Onboarding evolution
  • Stay interviews
  • Making HR less scary

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

Continue Reading

Get Powerful Insights Into All Your Company Processes With Our BI Integrations

how to write a project proposal

As there are so many different types of recurring work happening in every part of your company, it can be difficult to keep track of what’s working and what’s not.

You can often spend too long looking for answers to questions like these:

Which processes in the Sales team run smoothly and which take longer than they should?

Who in the Underwriting team completes their tasks on time and who misses their due dates?

Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular?

How many different processes is the IT Helpdesk team involved in, and how many tasks have they completed in the last 30 days?

How long does it take the Customer Success team to onboard a customer, and which onboarding tasks take the longest to complete?

Wouldn’t it be useful to have a custom-made dashboard so you can get answers to these types of questions with one, quick glance?

Well, with the launch of Process Street BI Integrations, now you can.

To find out how you can export, store, visualize, and utilize all your Process Street data in the way that you want to, take five minutes to read through the following topics and find out:

Let’s get started.
Continue Reading

Tips for Personalized Onboarding to Wow New Hires

personalized onboarding

LeafSpring Schools are experts in early childhood education and childcare with locations in four US states, including Virginia, North Carolina, Texas, and Indiana.

Working with children during some of their most crucial learning years, it’s important that all staff members are onboarded well. That’s why the Preschool Director, Jenna Ward, takes it very seriously.

Having worked with LeafSpring Schools for over a decade with experience as a chief program officer for another educational company in China, Jenna is well aware of the lengths administrators should go to in order for new hires of any culture to feel welcome and get them started on the right foot. 

In this episode of the Employee Onboarding Podcast from Process Street, Jenna discusses:

  • Personalized onboarding
  • Intentionality in designing the onboarding process
  • The little things that make employee onboarding better

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

Continue Reading

Take control of your workflows today