This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Anne Perry, Process Street’s resident process design expert, shares with us how we’ve built processes for hundreds of teams to help make work fun, fast, and faultless.

Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams was the eighth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and don’t forget to sign up for free with Process Street!

Here’s the Process Design Masterclass with Anne Perry segment in full:

• Anne Perry: Process Street’s resident process design expert
• Four Ws and an H
• Why: Why does this workflow exist?
• What: What needs to be done?
• How: How do I do it?
• Who: Who does what?
• When: When are things supposed to be done?

Continue Reading

While it’s getting more popular lately, Keep is one Google’s of less popular products. It’s been around since 2013, and is a 100% free way to manage your tasks and store information.

What’s more, it links seamlessly with Gmail!

Because of this, you can now use Keep and Gmail together to create a lightweight task management system that lives inside your inbox. If you’re the sort of person who likes to start each day on to-do list / inbox zero and you’re striving to be more productive, you’ll love this.

This Process Street post will be covering:

• How to use Google Keep
• Using Google Keep with Gmail
• Google Keep tips and tricks
• Using Gmail as a to-do list

Continue Reading

Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

In this Process Street post, we’ll be covering:

• How does RevOps differ from Sales Operations?
• What is the purpose of RevOps?
• Are you making the most of the tools at your disposal?
• What are the primary responsibilities of the revenue Ooperations department?
• The commercial software that’s supporting its own expansion as well as its clients
• How can RevOps increase sales growth?
• What has caused this shift, and why is RevOps now on the rise?
• Could your business benefit from revenue operations?
• What is preventing businesses from taking advantage of RevOps?
• How do I get started with RevOps?

Continue Reading

Project management is the key to sticking to your budget and deadline, whilst keeping the most important tasks at the forefront of your company.

Without it, you leave the future of your business at the mercy of your teams and employees (which, in case you weren’t aware, is not a good business model).

For such an important process, the project management steps are a little muddy, with sources citing differing numbers of steps, timelines, etc.

Then again, it’s a massive topic with a huge margin for error; how the hell do you convey these steps when the project could be anything from “get winter clothes in stock” to “grow to $220,000 monthly recurring revenue”?

Well, we here at Process Street hate making things complicated, so we’ve simplified the project management steps of any and every undertaking to five easy stages:

• Conception and initiation
• Definition and planning
• Launch or execution
• Performance and control
• Project close

If you’re looking to structure your next big push, or you just want to set and track realistic deadlines, then this is the process for you. Then again, feel free to skip ahead to any particular step you’re after.
Continue Reading

The early days of a startup are crazy.

You have a small group of brilliant and adventurous people taking on tasks they’ve probably never done. Tight budgets leave you doing things like building desks out of doors because they’re cheaper. Your whole focus is solely directed at the goal of getting your product out there in front of customers, who probably don’t even realize how much they need your product yet.

Fast forward a couple of years and those brilliant and adventurous people now have job titles and (more or less) set job descriptions. Your engineers are spending most of their time finessing the UI and developing new features rather than building fundamental structures and foundations. You have a solid customer base that’s avid about your product – and just keeps growing.

Except – as brilliant as they are – that small group of people no longer has enough hands to do everything that needs to be done.

It’s time to scale your startup – but you need to do it fast, accurately, and strategically. So where do you start?

To find out, I sat down with Process Street‘s very own head of talent, Rosy Bellorini, to get an inside view on how to get the talent you need to scale your startup.

• So you’re ready to scale your startup…
• The first rule of Startup Club
• The Process Street acquisition process

Let’s dig in!
Continue Reading

Instead of an alphabetic writing system, the Incan Empire used a series of knotted and colored strings called quipu.

Quipu are still used in South America today, primarily by herders recording livestock numbers, but experts still only have theories about how the actual Incans used their quipu way back. Some believe quipu were simple memory aids, while others point to purely numerical record-keeping. The latest trend is the theory that quipu were on their way to becoming viable alternatives to written language.

Looking at that image, I know what you’re thinking: How could a series of knots ever represent a narrative about anything?

To be fair, though, the ancient world had a lot of weird record-keeping methods. You’ve probably encountered the Celts’ Ogham alphabet, Viking runes, and the Egyptians’ hieroglyphs – because scholars have been able to figure out what those symbols mean – but there are still many – like the quipu – we don’t quite understand.

For the most part (we think), these cultures followed a predominantly oral tradition, which is why we don’t have any documents explaining their languages. Even the Romans – who loved to write things down – left us a language (Latin) we don’t actually know how to pronounce. All because no one thought about documenting their systems in a universally understandable way that would stand the test of time.

Now, hopefully, your internal onboarding processes aren’t at risk due to your CEO’s sibling overthrowing their rule or violent colonization by an invading force, but if your organization’s employee onboarding isn’t a documented process anyone could use, it’s about as useful to your company as an Incan quipu is to a 21st-century New Yorker.

HR has gone through so many changes in the past few years that it’s not even called HR anymore. The same old systems that have worked just fine up to now just aren’t going to cut it anymore. People managers need dynamic, interactive processes that are flexible enough to meet the ever-changing needs of both their future new hires and their current workforce.

In this Process Street post, I’m going to show you how to easily level up your employee onboarding so it doesn’t become yet another antiquated system no one remembers how to use.

• Old-school employee onboarding mistakes
• Welcome to the HR People Management revolution
• Next-generation employee onboarding automation

Let’s get started!
Continue Reading

Thomas Forstner is the Head of People & Talent at Juro – a contract management platform on a mission to help the world agree more – where he is building a human-centric, scalable People & Talent function from the ground up.

There are ton of metrics you could measure as a People and Talent lead at a fast-growth company. But tracking them all simply isn’t valuable. Instead, you should be economical and focus on a few metrics that can tell you the most about your function, keeping the rest in the background until you need to delve a bit deeper.

So which metrics do you choose to focus on, and which do you put on the backburner?

It’s a hard choice, there’s no doubt about that. However, some employee metrics are more valuable than others in terms of what they tell you and how important that insight is to your broader business strategy.

Ultimately, you want to grow your team consistently with the best talent, facilitate their development and ensure they’re fulfilled and engaged in their role at your company.

This Process Street post will explore the ten best metrics to track in 2022, including:

• Top metrics for employee retention & acquisition
• Performance metrics: Essential data for employee development
• Employee metrics to improve wellbeing & satisfaction

It’s time to track the data that matters!
Continue Reading

Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.

The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.

In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.

We’ll cover:

• OKR management best practices
• How to automate your OKRs with Process Street & Weekdone
• Supercharge your OKRs with a workflow management platform

Continue Reading

This article is based on a segment from Process Street Highway 2021, where Rich Wong talks with Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business (namely, why it’s impossible without building solid processes.)

You can check out the full segment below, or read on for highlights.

• Two big shifts in how teams approach process management
• What makes a great company so great?
• Empowering people to build quickly & iterate
• Rich Wong’s process management advice
• Horizontal knowledge: Connecting efficiency across teams
• Automation: A core tenet of modern process management
• Rich Wong’s simple trend-spotting process

Rich is a General Partner with Accel; he’s led investments across all sorts of exciting industries and companies, including sitting on the board of some great companies like Atlassian, UIPath, and Process Street.

Here’s what he had to say about why and how process management is so important to building a scalable business.
Continue Reading

Whether it’s regular stand-up meetings with your team, customer communication, delivering feedback, demoing a new feature, or leading a webinar, screen sharing apps are so useful in the remote workplace that finding the best fit for your needs is an important task.

Well you’re in luck, as there are many offerings to choose from, not least due to the recent explosion of remote work around the globe.

In this Process Street article, I’ll be covering all of the best screen sharing apps (including those with remote desktop access), with advice on price, features, and what each tool is best used for.

Here’s a quick list of the screen sharing & remote desktop software I’ll be looking at:

• Zoom (for a popular, secure, intuitive, feature-ful remote team choice)
• Google Meet (for more cloud storage)
• Microsoft Teams (for a focus on internal communication)
• Slack (for convenience if you’re already Slack-centric)
• Screenleap (for sharing screens with anyone)
• Join.me (for frictionless new user access)
• GoToMeeting (for better security & encryption)
• Whereby (for better control over who enters your rooms)
• Mikogo (for a quick, simple, browser-based solution)
• Demodesk (for sales calls and presentations)
• Drovio (for creative collaboration)

Continue Reading