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:

• What is Process Street BI Integrations and who is it for?
• How Process Street BI Integrations work
• What benefits Process Street BI Integrations brings
• How to get Process Street BI Integrations

Let’s get started.
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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 Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Where did The E Myth Summary come from? Michael E. Gerber is the answer.

And when Michael E. Gerber gives you advice for starting a business you listen to it.

With a career spanning over 40 years and working with hundreds of thousands of companies worldwide, Gerber’s expertise is invaluable to anyone looking to start their own venture. Lucky for us, he’s written several books on the topic, the most famous of which I’ll be summarizing in this post.

This E Myth summary will take the core business tips from Gerber’s work and condense them into a single post. It’s all of the value, proven with examples from companies like Facebook and Zenefits, and it doesn’t need you to spend 40 years to learn it.

In particular, I’ll be covering:

• Balancing your business personalities
• Creating a business, not a job
• Working on your business, not in it
• Why your business needs systems
• The idea of your business being your product
• Motivating employees with the idea behind their work
• Make topics human to make them interesting

Let’s get started.

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For a decade, we’ve been on a mission to revolutionize recurring work. 

We’re proud to have helped teams like Salesforce, MIT, Colliers, and Hartford Healthcare streamline their business operations, and our innovation has attracted funding from renowned investors like Accel, Salesforce Ventures, and Atlassian Ventures. 

We built the world’s easiest-to-use business process management platform, accessible without engineering support. Then we made it available on Slack, Teams, iOS, and Android, empowering teams to work from anywhere with one-click approvals, quick-fill forms, and powerful automations.

Now, we’re excited to announce the next phase of our journey, the evolution of our product from a workflow management tool to an AI-powered process platform. 

Introducing Process AI, a next-gen process management platform powered by AI and ChatGPT.

P.S. We’ve just launched Process AI on Product Hunt, so feel free to support us over there!

In this blog post, we’ll look at:

• Why traditional process management is hard
• Process AI: Next-gen process management
• What Process AI can do
• The future of process management 

If the United Nations Environment Programme is to be taken seriously, the current generation is the last generation with a realistic chance of kick-starting the processes necessary to halt or reverse the looming global crisis of climate change.

“We are clearly the last generation that can change the course of climate change, but we are also the first generation with its consequences,” Kristalina Georgieva, the CEO of the World Bank.

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As humans, we tend to focus more on the things we need to do than the things we’ve already done. This so-called “Zeigarnik effect”, named after Russian psychologist Bluma Zeigarnik, means our minds are often swimming with all of the tasks, responsibilities, and mental notes that we think we should be focusing on. That’s where Prioritization Matrix can help!

All of these tasks and projects that need doing, this mental to-do list, without a clear hierarchy of importance can make it difficult for us to stay focused and actually get things done.

One way to combat all of this Zeigarnik noise is to note down everything. Make an actual to-do list. Studies have been done, and it has been shown that the very act of noting down tasks can quite simply “make you more effective”.

But, even with a to-do list, before you actually get anything done it’s necessary to have a clear idea of your priorities.

Sounds simple enough, right? Unfortunately, figuring out what to prioritize can be hard. It’s a complicated process that involves weighing up cost against value, effort against time, and for a lot of businesses, will likely involve many different stakeholders.

The solution is to work out a process for determining what to prioritize.

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How do you name a new server, export config data, or fix that one really annoying bug that keeps popping up every 2nd Thursday? Well, create a runbook!

For prepared IT professionals, that information is stored in a runbook. A runbook is a set of standardized documents, references and procedures that explain common recurring IT tasks. Instead of figuring out the same problem time and time again, you can refer to your runbook for an optimal way to get the work done. What’s more, you can also delegate tasks and onboard employees more effectively if you have documentation to train them with.

Whenever you do a task, think of this quote:

“Will you remember how to do these things 6 months from now? I find myself having to re-invent a process from scratch if I haven’t done it in a few months (or sometimes just a few days!). Not only do I reinvent the process, I repeat all my old mistakes and learn from them again. What a waste of time.” — Tom Limoncelli, The Operations Report Card

In short, the less time wasted figuring out how to do a task, the better it’ll be for your business efficiency, productivity, and sanity.

This post will look at:

• The 2 types of runbook
• How to create a runbook
• Running your IT processes with Process Street
• Transfer workflow information into Pages

First, let’s look at two example runbooks to give context on what I’m going to talk about.
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“Don’t micromanage!” you may have heard. But what if your team’s errors destroy the business!?

It’s hard watching someone make mistakes, especially if you already know how to avoid them.

Staying silent while they slip up (or even do things in ways you would not) is harder.

That doesn’t mean you have an excuse to micromanage them.

Micromanagement is the ultimate controlling management style. It’s demoralizing and counter-intuitive, as the desire for control to make sure everything goes to plan only creates more problems in the long term.

That’s why in this Process Street article, we’ll be looking at the following:

• What is micromanagement?
• The pros and cons of micromanagement
• How to spot a micromanager
• How to offset micromanagement with OKRs
• Using process management to remove the need for micromanagement

Let’s get started.
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Rockstar Connect is a business networking event company. They support business networking events remotely all over the United States and have done since 2015.

To run these events, Rockstar Connect needs to be incredibly organized with a series of workflows to help them manage their recurring tasks. They found their old methods created more headaches than helpful solutions, so they enlisted the help of Process Street.

In this article, I’m going to walk you through how Rockstar Connect was overloaded with events, how it almost went under during COVID, and how Process Street was able to help them.

• The challenge 
• The solution
• The results

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Are you tired of getting bogged down by tedious and repetitive tasks, such as manual data entry for intake forms or job applications? 

Do you want to collect feedback from customers but find yourself constantly chasing them for bits of information? 

Are you finding it difficult to gather attendee email addresses for an upcoming webinar?

Well, fear not!

Our Forms data collection tool will revolutionize how you collect data. Here’s how:

• If you find yourself inputting data manually, Forms will save you time.
• Struggling to collect information for a workflow? Forms will do it for you.
• Collecting data in different ways or formats? Forms will ensure workflow consistency.
• Dealing with delays due to missing or inaccurate data? Collect data upfront with Forms!

In this blog post, I’m going to dive deep into Forms and explore why they’re useful and what they can do for you.

So, grab a cup of coffee, sit back, and let’s explore the wonderful world of Forms.