It was known as the email incident. A customer success operations catastrophe that caused an astronomical uproar throughout the office.

Names shall not be mentioned, but before Process Street I worked as a technical service advisor for an environmental testing laboratory. It was our job to deal with customer queries and complaints, to answer questions, and to make sure the service we provided met the customer’s needs.

The email incident: My colleague forwarded a customer complaint email to our manager, adding an inappropriate comment to display his frustrations with that said customer.

Unfortunately, this email ended up in the customer’s inbox too…

Oops!

Mistakes like will happen if you don’t have pre-established customer success operations to act as a form of process control.

Think about it, you’ll have optimized processes for production, sales, marketing, etc. But to effectively scale and grow, you’ll need to build repeatable processes for your customer success department too.

For many companies (72% to be exact, according to data obtained by Forrester), customer success is a top priority. This is because it’s well known that investing in a new customer is 5-25x more expensive than retaining existing ones – as expressed by the Harvard Business Review.

Make customer success operations your top priority by building and optimizing repeatable processes. And in this article, you’ll learn precisely how to do that.

Click on the relevant subheader below to get started. Alternatively, scroll down to read all we have to say regarding customer success.

• Why you need to start thinking about your customer success operations
• How to build effective customer success operations for your business in 4 steps
• Using Process Street to build repeatable customer success operations
• Using performance metrics to guide customer success operations effectiveness

Let’s begin!
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Imagine for a second that you own a global, fast-food chicken restaurant chain.

You know, one that sells Portuguese, peri-peri style chicken. The kind of place that sells lunchtime meals at dinnertime prices. You know the type I mean?

Now think. What’s the worst thing that could happen to your fast-food chicken restaurant chain?

A bout of food poisoning would be pretty bad, or a new KFC opening up right next door would be pretty demoralizing.

But what about running out of chicken? As an internationally recognized chicken restaurant, that would be pretty devastating. Right?

Well, that’s exactly what happened to Nando’s over the New Year holiday period.

We’ll come back to the Nando’s story later, but for now, let’s tuck into this Process Street post on procurement…

In one ‘fowl’ swoop, we will cover the following procurement topics:

• Procurement: What it is (and isn’t)
• Why you need to get procurement right
• How to go about procurement effectively
• Procurement in the modern world
• Digitizing the procurement process with Process Street

Egg-cited to start? Let’s go!

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This post is a collaboration between our Process Street Team and Corey Fradin, Founder of QuickBooost. Exploring topics like productivity, time management, and goal setting, QuickBooost helps you better utilize and take control of your time.

The pursuit of productivity is often simplified to a hero’s fable involving the conquest of willpower; the reality might be more about the systems we build around our work, and the clever things we do to make work easier.

You only have 24 hours in a day. You can reduce the problem of productivity to: How many tasks can I get done in that 24 hour period?

What you choose to do with your time – which tasks you prioritize, which you choose to delegate, which you choose to automate, all of these factors are directly the result of the productivity system you build around your work.

You already have a productivity system, you just might not realize. Even if you don’t feel productive, you can still look at what you’re currently doing and understand it in terms of some kind of system.

What that means is, you can break the situation into parts, like your goals, objectives, strategies, and tactics; how all of these things work together amounts to your productivity system.

Take for example David Allen’s Getting Things Done methodology. The GTD method is basically the idea of achieving mental focus by writing down your main tasks, and figuring out how you can break them down into smaller, more immediately actionable tasks.

This is a type of productivity system.

So, in this article, we’ll be looking at:

• What a productivity system actually is
• Why productivity systems are important
• How to build a simple productivity system
• Best practice tips on how to be productive
• Continuously improving your productivity system
• Extra productivity resources

In essence a productivity system is a lot like a straightforward process that helps you break down your workload into smaller, more manageable chunks, and ultimately do more work, more efficiently.

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“Where there is judgment, there is noise – and more of it than you think.” – Kahneman, et al Noise: A Flaw in Human Judgment

The city I live in is home to a very old, very beautiful, and very famous cathedral. It’s been a hotspot for tourists since the days of Chaucer (of course they weren’t called tourists then) and still plays an integral role in the community.

No matter where you are in the city, you can see that distinctive spire above everything. If you managed to get turned out (not as difficult as you might think with many small, medieval streets), that spire will lead you straight back to the center of town. It’s pervasive and omnipresent in such a way that – ultimately – leads to it being utterly ignored.

The main thing you need to know about this cathedral, though, is that it has bells. Loud bells, and many of them. And these bells toll. A lot. Like a lot. Not that briefly pleasant trill of bells you might get on the hour or quarter-hour, either. Some days, I’d swear the bells never stop ringing at all.

The thing is, much like the spire, I never paid much attention to the bells – until they stopped. For the year+ of varying levels of lockdown during the pandemic, the bells remained silent. Lockdown ended and things started reopening, including the cathedral and the cacophonic celebration of every pigeon coo by those accursed bells.

Yeah, it’s become a bit of a thing.

This, dear reader, is an example of noise – both literally and figuratively. The cathedral has always been there – unobtrusive, in the background, subtly influencing my actions and habits without any conscious awareness on my part. It shapes the way I move through the city, my awareness of time, my mood, my memories; but, before lockdown, if anyone asked me if it had any impact on my life, I probably would’ve shrugged and answered, “Not really.”

Noise is everywhere, and it affects every decision we make – especially because we aren’t even aware of it. We all know to check our biases when it comes to important decisions, but how often do you check your noise?

At Process Street, we take good decision hygiene very seriously, so this post will examine the idea of noise presented by Daniel Kahneman, Olivier Sibony, and Cass R. Sunstein in their book, Noise: A Flaw in Human Judgment, and use those ideas in our very own Noise Audit Workflow.

Feel free to skip ahead for the workflow, or stick with me as I discuss the theory of noise:

• What do we mean by “noise”?
• Noise in action: Be quiet! I’m trying to think.
• Reduce noise by focusing on the process
• Check your noise with the Process Street Noise Audit Workflow

Let’s make some noise!
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When the Covid-19 pandemic hit in 2020, the world completely changed for a period of time. While it’s a time most of us would happily forget, many of the shifts that came about are becoming permanent staples in our society moving forward, particularly with work.

When Covid shut everything down, suddenly those who work in offices found themselves having to adjust to working from home. Some hated it and couldn’t wait to get back to the office, and others loved it, wanting it to become their normal, even post-pandemic. 

While remote work peaked in 2020, working from home and hybrid working are still at much higher rates than they were pre-pandemic, and there’s no sign that will change anytime soon.

This sudden increase in remote work has given us the opportunity to measure how remote work compares to onsite work in terms of environmental impact. In a time where the fate of the planet rests on this generation’s shoulders, we need to find as many ways as possible to reduce CO2 emissions.

However, despite popular belief, is working remotely actually better for the planet than working in an office?

In this article, I will attempt to answer that question. We will cover:

• Environmental impacts of the workplace
• How remote work changes things
• What about a hybrid model?
• So what is the solution?

Your boss has just asked you to write an email telling your customers their free trial has ended and encouraging them to upgrade to premium. But writing isn’t your thing and you could use some copywriting examples.

I mean, where do you start? What do these emails look like? If you had a swipe file, you’d have a reference point straight away.

Swipe files are collections of material kept by creatives for easy reference, consisting of great material you can learn from. If you’re just starting out, you’ll probably want to start making one and be prepared for your next assignment.

It’s best to amass your swipe file as you go, quickly adding quality copywriting examples when you see them and tagging for easy reference. Keep reading to find out how to do this using Evernote. But first, let’s look at where you can find awesome material to get started.

Swiped.co

While relatively new, Swiped is actively archiving a large selection of new and classic ads, emails, pop-ups, sales letters, direct mail examples and more.

If you’ve already got some material for your swipe file, go ahead and upload it to Swiped! It survives on user uploads and is an amazing labor of love by Mike Schauer.

It was created because archives of ads are sparse, and if you’re a copywriter or advertisers without a hefty swipe file you’ll have to rely on the rare chance that someone has uploaded the advert you want to reference somewhere on the web.

As it turns out, most people don’t really like ads that much. More often than not, you won’t find what you’re looking for.

Swiped’s collection is small, but growing quickly and has an active community of marketers uploading their finds and even making annotations to highlight the effective elements.

Business process testing is crucial for operational success.

Why?

All businesses have recurring tasks that have to be accomplished on a regular basis.

This inevitably leads to some sort of written process that helps guide team members on how to accomplish that particular task. As a company grows these processes should get updated, automated, and reviewed for relevancy. The point of this is to ensure that the team is as efficient as possible and that the process is helping as opposed to hindering.

This is where business process testing comes into play.

A study conducted by Łukasz Tartanus of Procesowcy.pl found that 69% of the companies they surveyed had documented and repeatable processes built out. However, only 4% of the 236 participating companies measured and managed them! A GAP analysis isn’t needed to determine a quick win on how to improve efficiency.

• What is business process testing (BPT)?
• Business process testing methodology
• Implementing BPT
• Challenges of business process testing
• Streamline operations with an effective business process testing strategy

What would happen if you were hit by a bus while walking to work?

Well, other than the morbidly obvious, and the time and money spent hiring and onboarding their replacement…

This is the line of thinking behind the infamous “bus factor” – the minimum number of people who, if out of action, would cause your operations to collapse.

“46% of UK businesses would be forced to cease trading immediately if a key person died or was unable to continue working through illness or injury” – Online Money Advisor, Key Man Insurance: A Definitive Guide to Key Person Insurance

It might not be ideal, but it’s a harsh reality that every team has to face; whether temporarily or permanently, your colleagues aren’t always able to make it into work.

We, here at Process Street, have had more than our share of project delays (and even failures) due to a low bus factor, which is why this post has been written. Today, you’ll learn how to identify risky projects by using the bus factor, and how to mitigate those issues as quickly (and cheaply) as possible.

We’ll be covering:

• What is the bus factor?
• How to calculate the bus factor
• Bus factor elements
• How to increase your bus factor
• The limits of boosting bus factor

Let’s get started.
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Bidding for jobs can be cutthroat.

Not only do you have to create an accurate estimate of how much everything will cost, but you have to do so as quickly as possible to have the best chance of securing the customer.

You don’t want to waste time filling out forms when you could be working, but any mistakes can severely damage your chances of getting the sale (if the estimate is too high) or even ruin your reputation (if the estimate is too low).

That’s why we here at Process Street have created and gathered these 14 free estimate templates.

Instead of having to create your own job estimate form, all you have to do is look through the templates below and see which one you like best. All serve the purpose of giving your clients a professional job estimate document, but allowing you to just fill in basic details instead of creating each document from the ground up.

Just head for one of the following sections and make your pick:

• General free estimate templates
• Microsoft Word job estimate templates
• Microsoft Excel estimate templates
• PDF estimate templates

Gabe Nelson is a content specialist of over 7 years of experience, currently working with bonus.ly. He has a passion and keen understanding when it comes to HR, employee management, and employee rewards. He has written hundreds of content pieces in numerous niches. Currently, he lives in Missouri with his wife and kids.

Your employees are the lifeblood of your business. They provide the support and manpower you need to function and grow. The level of success and the results you achieve will directly reflect the performance of your employees.

Satisfied employees are also more productive and efficient. However, a study showed that as much as 85% of employees are happy with their jobs and only 15% of employees are engaged in the workplace. Happy and engaged workers are more likely to feel personally invested in your business, leading them to work harder and smarter; this results in better products and more satisfied customers.

It’s also vital that employees know where they stand. Not receiving a promotion or a much-anticipated raise because of performance shouldn’t be a surprise to them. Conversely, they should also receive positive feedback for a job well done to keep them moving on the right track; this means that evaluating employees’ performance is an essential role of leadership.

So how do you guarantee an employee’s role is as fulfilling as possible? And how do you communicate how well they are doing in their roles?

In his Process Street article, we’ll be covering:

• Evaluating employee performance
• Creating a recognition system that perfectly fits your employees
• Managing and motivating your employees for success

Let’s jump right in!
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