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ERP Suites Halved Onboarding Time & Saw 5X Fewer Customer Complaints with Process Street

erp suites case study customer success

“Overall, [Process Street has] made a world of difference inside the organization. It’s really helped our quality and keeps our customers happy.” – David Schenz, Director

ERP Suites helps enterprise companies implement scalable IT solutions for secure data, improved response times, and application of industry knowledge & best practices.

The company began its very humble start in 2006 with a few guys in a basement with a vision. By 2017, ERP Suites had grown into an award-winning company known for its IT solutions and innovations.

Currently, they meet the needs of over 250 mid-size organizations within the US and abroad.
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How to Implement Workplace Monitoring & Preserve Employee Autonomy

workplace monitoringI play video games at work.

It’s the remote manager’s nightmare: A wayward employee who does whatever they want because they lack the strict supervision of the office to keep them in line. Critics of remote work would seize on this very scenario as proof that remote workers are merely lazy and entitled.

Should employees’ web activity be tracked to make sure they’re putting in a solid eight hours of work time?

For those remote workers who don’t have designated space or equipment that is “work use only,” why should they agree to be surveilled in their homes and on their personal devices?

How do you guarantee that both your clients and your employees can feel secure that what is meant to be private will not be made public?

Most importantly, if the deliverables are delivered when they should be, does it matter how they got there?

In this Process Street post, I’m going to (attempt) to provide answers to some of those questions, discuss the issues employers need to consider before monitoring employees, and look at some “soft surveillance” alternatives to hard data collection.

Read on!
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Robbins Estate Law Outperform Competition by 2x (with Process Management)

kyle-robbins-estate-planning-probate-attorney-case-study

Robbins Estate Law is a law firm in the Austin, TX area.

By using Process Street, they have been able to overcome many growing pains that law firms often face, like simplifying long, complex processes, reducing human error, and simplifying the daily recurring tasks.

As a result, their attorneys handle roughly 2x the number of cases for their industry’s average.

Owner Kyle Robbins describes how they achieved this by using Process Street to upgrade their process management methods, letting their business run at scale beyond humble Excel beginnings.

In this Process Street case study, we’ll cover:

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How to Grow Your SaaS Business with Social Proof Marketing

social proof marketing strategy

Kevin Elliott is a Marketing Manager for NiceJob, a platform that helps businesses collect and share customer reviews to improve their reputation and leverage it to increase sales and drive growth. He enjoys writing about business tips, workflow management, digital marketing, and customer experience. He has a cute puppy named Karl.

SaaS businesses and B2B sellers face unique challenges across the business landscape. You have to deal with long sales cycles and supposedly fickle buyers with multiple stakeholders who need to comply with internal policies—barriers unknown to many small, B2C businesses. But it’s exactly these circumstances that make tried-and-true techniques from consumer marketing so valuable for SaaS brands.

Think about it – getting a lead to book a demo or convert on a landing page, let alone actually buy, ultimately comes down to one thing: trust. In other words, are you a trustworthy brand?

All buyers, at the end of the day, are human. B2B buyers of enterprise software carefully evaluate SaaS providers for a reason: they want to feel like they can trust you. And there’s no better indicator of trust than leveraging social proof – the act of using client data, feedback, reviews, or sentiments – to your advantage to gain the trust of leads. So it’s no surprise that social proof is incredibly valuable to B2B companies.

Clearbit – one of the world’s largest marketing-data companies – added a testimonial to their landing pages and increased conversions by 84%!

In this Process Street article, you will learn all about what social proof is, what its benefits are, and some examples of social proof for SaaS businesses to help your company take off to new heights!

Let’s dive in!
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Masters of Process Episode 1: On Deck with Michael Gill and Curtis Cummings

Masters-of-Process-Episode-1In our first episode, we join with two of the team from On Deck, Michael Gill and Curtis Cummings. They join our hosts Philip Lakin and Blake Bailey to give us their insight into where no-code can take new startups and how you can use it to iterate at lightning-fast speeds internally.

Masters of Process brings you the no-code revolution in full. Join us as we meet with top innovators in the space and explore how they are reinventing the way a modern business operates. Brought to you by industry insiders from No Code Ops and Process Street, each half hour episode is a goldmine of productivity, products, and scaling.

Listen now on your favorite podcast platform. Subscribe now so you don’t miss out on the most in-depth no-code insights!
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Workflow Meaning & Examples: A Simple Guide to Getting Started

what is a workflow

If you look at the Wikipedia definition of a workflow, you’re probably going to get confused as I did:

“A workflow consists of an orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information It can be depicted as a sequence of operations, declared as work of a person or group, an organization of staff, or one or more simple or complex mechanisms.”

Let’s put this simply…

Workflows are the way people get work done, and can be illustrated as series of steps that need to be completed sequentially in a diagram or checklist.

Think of it literally as work flowing from one stage to the next, whether that’s through a colleague, tool, or another process. You can execute a full workflow alone (like writing, editing and publishing a blog post), or it can involve multiple people (like invoicing a client).

In this Process Street article, we’ll be looking at:

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Customer Lifecycle Software Stack: 12 Tools to Help You Raise Profits by 75%

customer lifecycle software stackThe customer lifecycle begins with awareness and matures to advocacy, from the first interaction with your brand, to an evangelized super-user who raves about and recommends your product to friends, family and associates.

This Process Street article focuses on the customer lifecycle management – how to understand the different stages of the customer’s lifecycle, and guide them from initial awareness to long-term advocacy, with the help of tech.

Optimal customer lifecycle management is vital as this can maximize customer lifetime value (CLV) by boosting customer retention. This, in turn, will bolster your bottom-line by:

  1. Selling to an existing customer base: There’s a 60-70% chance of selling to an existing customer base relative to a 5-20% chance of selling to new prospects.
  2. Increasing customer retention: A mere 5% increase in customer retention is enough to raise a company’s profits by 75%.

Getting customer lifecycle management right can be tough. To help you, we’ve put together this list of essential tools to complete your customer lifecycle software stack, for optimal customer lifecycle management.

Each tool is chosen as per the customer lifecycle stage it’s best used for. Each customer lifecycle stage will have differing aims, which means it’s vital you use the right tools to meet your objectives. For this article, we’ve done the work for you.

Let’s dive right in!
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How to Create an Operations Manual for Your Business (and Avoid Nuclear War)

operations manual operational excellence operational knowledge

Having an operations manual may not be glamorous, but preventing the disasters caused by human error and bad processes can save your business and even (in extreme circumstances) millions of lives.

If you’ve ever seen Dr. Strangelove, you’ll know it’s ridiculous. You’ve got a mad scientist, a cowboy pilot riding a bomb as it falls, and a nuclear holocaust brought about by a series of overblown human (and mechanical) errors.

operations manual - dr strangelove

Yet, despite being criticized as unrealistic, at the time it was entirely possible for human error to cause a Third World War. Hell, human error has already caused the worst nuclear accident to date.

A perfect storm of 6 human errors — culminating with staff thinking it was ok to turn off the emergency cooling system — caused the Chernobyl disaster, costing an inflation-adjusted $720 billion, 30 deaths and an extreme amount of unsafe radiation.” – Ben Brandall, How Processes Protect Your Business From Crashing and Burning

The truth is, the only way to prevent such errors is to document workflows and processes, and the only way to make sure your employees know what they have to do, how to do it, and have the resources to do it is to create your own operations manual.

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

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The 4 Ingredient Categories Your People Analytics Framework Needs to be Effective

The 4 Ingredient Categories Your People Analytics Team Needs to be Effective

“I really must go to the third floor,” Renfield insists over the other employees’ protests. “I’ve been asked to consult with the head of people management about creating an analytics team. They’re expecting me.”

One of the nearby workers grabs Renfield’s lapels and pulls him close. “You don’t understand,” the man says. “We here in the office believe that people management is…” He glances around, nervously, leans closer and whispers, “We believe they’re really… human resources!”

“Oh, that’s just assistants’ gossips,” Renfield says. “Now, really, you must let me through. I have an appointment.”

“Wait!” The office manager pushes through the crowd, waving a form above her head. “If you won’t listen, then take this W-2. It’ll protect you.” She thrusts the form into Renfield’s hand and adds, “It’s riddled with mistakes.”

The third floor is dimly lit, offices still only partially constructed, furniture still draped in plastic. No signs indicate where he should go and a sense of abandonment clings to the scent of still-wet paint. “Hello?” he calls.

A figure appears, the light flickering around them. “I bid you welcome,” they say, and Renfield notices the tappity-tap-tap of many fingers rushing over keyboards. “Listen to them, the collectors of data. What music they make! Come along,” the People Team leader instructs, gliding down the hallway toward a single shaft of light Renfield can swear wasn’t there a moment ago. “Data is the life, Mr. Renfield.”

Wait. Why are you talking about vampires again, Leks?

There is a reason, and I assure you it’s not merely a way to shamelessly shoehorn my side interests into work-related topics. (Mostly.)

For contemporary businesses, data really is the lifeblood of your company. It’s what keeps everything moving from making sure there are paper clips in the supply cabinet to getting your product into the hands of the right user. Without accurate, up-to-date data, your organization isn’t even in the running to be a successful company.

While gathering quality consumer data is essential for the contemporary organization, data analytics has another equally important role to play: people management.

There are four main categories you need to think about for an effective analytics framework: Enablers, Deliverables, Stakeholder Management, and Governance.

In this Process Street post, I’ll explain what they are, how to use them, and how to not be creepy about it. Before you know it, you’ll wonder how you ever made HR decisions before people analytics came along.

Let’s analyze some data!
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Process Street Highway 2021: Welcome to the Future of Process Management

process street highway webinar virtual event 2021
We’ve just wrapped up our first ever virtual event Highway, and we are super excited to share this roundup of everything!

Highway 2021 was an event we hosted to chat with industry leaders about everything process-related. From exciting developments to life (and business) changing use cases, Highway brought the best that the industry has to offer and streamed it live to an audience of hundreds.

Everyone involved, from our internal team to the guest speakers did such an amazing job pulling this together, and we’re super proud and excited to share the recordings with everyone.

So grab a coffee, sit right down and let Process Street show you to the future of process management!

Here’s an overview if you want to jump ahead:

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