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.

Mobile Business Process Management (BPM) has become an essential aspect of the modern business world. With the increasing need for remote work and rapid decision-making, organizations require a more flexible and efficient way to manage their business processes. 

To address this need, we’ve made our leading BPM software available in the palm of your hands. Your Android phone or tablet can now access the same data inside of Process Street as your browser. But what does that really mean for you and your organization? 

• Process Street isn’t just for your laptop: Enter the Android App
• The benefits of mobile business process management
• Common use cases of mobile business process management 
• How can you get started with Process Street’s Android App?
• Effective process management has become even easier 

Let’s get into it!

Every team needs an agile process. Or two.

Maybe some teams can get by without strictly following documented processes every day, but when it comes to agile software development teams, it’s simply not an option to operate in the dark.

Since software is complex and easy to mess up, processes mean the difference between a great product and a crappy one. Without processes, software teams will spend more time squashing bugs and dealing with support headaches than they will actually developing the product…

The exact reason we created Process Street is to help businesses avoid that nightmarish cycle, and, of course, we use Process Street ourselves to help run the agile processes behind the scenes.

We use regular agile processes like:

• Daily standup meeting
• Sprint planning
• Sprint turnover
• Sprint retrospective

We also run routine QA processes like:

• GitHub pull request procedure
• Weekly WordPress maintenance
• SSL certificate renewal

And, finally, we have a set of training processes:

• Developer onboarding
• How to set up your development environment
• Pull request review failed procedure
• Pull request merge procedure

These are all regular tasks for the team, and the reason they were created was because we found they have a high margin for error.

Scroll down to find the exact processes we use.

If you want to tighten up the way your software team works, hit your sprint targets, and efficiently train new development hires, then this post will show you how. We even reveal the exact processes we use and a workflow diagram detailing the journey an issue takes from start to end.
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Mentoring new employees can be tricky.

Think back to a time when you stepped into unfamiliar territory. Can you remember how intimidating it was? That’s the dilemma each new employee faces. 

They need to acclimatize to a new culture, a new team, a new role, and new responsibilities. It’s daunting having to walk into an environment where everyone except you knows what they’re doing. 

Mentors are responsible for offering a support base for the new hire to get settled in their role quicker. These mentors use their past experiences to offer sound guidance, helping build the new employee’s confidence and skills from the get-go. 

Mentoring new employees happens during onboarding, but how can you make the most of it? In this Process Street post, I’m taking you through the mentoring program and how it can be your secret weapon to reduce new hire churn. 

• Why mentoring is important in the workplace 
• Investing in a mentoring plan for new employees
• How to make the most out of training and mentoring new employees
• The role Process Street plays in mentoring your new employees
• From mentee to mentor

Follow me to the mentoring machine!