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How We Use Saved Views in Process Street Reports to Track Work in Our Marketing Team

marketing team work tracking reports

According to ITSMA and Vision Edge Marketing, 74% of marketers don’t keep track of their efforts. This is problematic as it means marketing teams aren’t able to report on how their efforts impact the business as a whole.

At Process Street, we make sure our marketing operations are documented, tracked, and easy to understand, so we can stay on top of our marketing OKRs and ensure they align with top-level company goals. To do this, we utilize Process Street‘s saved view feature.

The saved view gives a summary of workflow data. You can customize these views and present the data to suit your needs. For our marketing team, this means work is tracked and can be easily correlated with internal OKRs. Saved views have helped our marketers gather data, detect patterns, and keep their work on track.

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Neurodiversity Inclusion: A Quick Guide for HR

ALT: Neurodiversity Inclusion: A Quick Guide for HR

I have a brain goblin.

At least, that’s what I call it. Others might use neurodivergent, neurodiverse, neuroatypical – a lot of neuro-something, basically – or the more specific category they fall into (ADHD, autism, etc.). 

Everyone has their own relationship with language, though – personally, culturally, socially – and for me, “brain goblin” sums up my experience pretty well.

Around 20% of the world’s population is neurodiverse. A CDC estimate places about 5.5 million adults in the US. 

That’s the total population of LA and Dallas combined – and that’s just the number of adults.

“Neurodiverse” covers a lot of territory, but it’s safe to assume that – with 1 in 8 people considered to be neurodiverse – some of them are your employees, even if you aren’t aware of it. In fact, they may not even be aware of it: Less than 50% are aware they could be considered neurodiverse. 

The aim of this post is to give you some actionable steps you can take to improve neurodiversity inclusion in your organization. 

Come to think of it, a lot of your employees would probably appreciate them, not just the ones caring for brain goblins. 

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Rainbow-Washing: How to Support Queer Employees During All 12 Months

ALT: Rainbow-Washing: How to Support Queer Employees During All 12 Months

I’ll be honest: I dread all 30 days of June. 

This year, I found myself looking at the Process Street LinkedIn page, now sporting a rainbow logo, and contemplating how I felt about that.

Is it rainbow-washing? What else does Process Street do to support the queer community? Why can’t I answer that question?

I don’t think it’s rainbow-washing, but I should definitely be aware of what the company I work for is doing for the queer community.

I have complicated feelings about Pride. On one hand, I do believe in the immense importance it has. Pride creates a platform for big-picture political actions as well as the more personal experience of just not being in the minority for once. 

As more companies paint rainbows on their marketing materials from June 1 to June 30, it’s equally become more about commodification than community. 

I see you sweating as you glance at all your packed-up Pride material in the corner. You just wanted to show your support. What does rainbow-washing even mean? 

How do startups and small businesses show their allyship is genuine and not just part of a marketing campaign? 

There are no simple answers to any of this, but there’s only so much room in a blog post, so I’ll give you some actionable things you can do throughout the year to keep up your support long after Pride month is over.

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Startup Challenges and Rewards: How to Make the Most Out of Starting a Business

ALT: Startup Challenges and Rewards: How to Make the Most Out of Starting a Business

If you’re thinking of starting a new business, you’re not alone. Every year, millions of people worldwide take the plunge and become entrepreneurs.

In the United States alone, 356,000 new businesses were formed in Q3 of 2021.

But starting a business is no easy feat. From coming up with a brilliant idea to getting it off the ground, countless challenges need to be overcome. On average, about every fifth new business fails within the first year.

But it’s not all doom and gloom. The rewards of startup life can be great too. From making your own rules to seeing your idea take off, there are plenty of reasons to take the plunge.

In this article, I’ll explain the challenges and rewards of startup life and offer some tips on how to overcome the challenges. I’ll also demonstrate how you can enjoy the rewards by avoiding burnout.

So let’s get started.

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Is Your Process Management System Killing Your Innovation?

There’s a dark underbelly to process management that no one wants to talk about, but it’s time to speak out: 

There are bad process management systems out there. Not just bad – these are some really nasty characters who will destroy your carefully built business from the inside out. 

We have to keep this between you and me, though, because I’m not supposed to be saying any of it. Process management is a dangerous world, folks. You don’t even know. It seems all efficient and useful, increasing productivity and reducing errors – great stuff all around – but when was the last time you checked in on your innovation?

Been a while, right? Now you’re starting to put it together. 

Come here, quick. I’ll run through what I know:

This never happened, okay? 

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Our Top 10 Picks for the Best Workflow Software Solutions

Business process management software (BPM) can increase company success by 70%. That’s if you’re using a tool that aligns with your business needs. 

With so many options on the market, it can be daunting to pick the right one. Doing a quick Google search will leave you paralyzed because of the endless options available. 

That’s why you’re here. We’re keeping to our promise of ‘the best,’ which is why we’ve rounded up some of the greatest workflow software solutions available to make your choice easier. 

In this Process Street article, we’re talking about all things workflow software solution-related to help you find the perfect match for your company: 

Let’s dive right in! 

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Is “HR Department” Outdated or is “People Operations” Just the Latest Trend?

“[Human resources is] like what a malevolent AI would come up with if they were trying to sound like they […] don’t simply consider them food to be consumed at the end of the machine. It has the least humanity of any name I could come up with.”

– Jay Hanlon, People & Ops consultant

HR is dead.

For roughly two years I’ve been charged with writing expert content for our loyal “HR” readers. For roughly two years I’ve argued that “HR manager” is absolutely the wrong word. 

When this post came up on the roster, I begged our head of marketing to let me have it. Little did he know that he was about to play the part of Pandora. 

Make no mistake: HR, People Ops, what people think, and what those departments do are very dramatic debates with intense arguments from every side (and then some). Naturally, I intend to do a reverse somersault in pike position from 10 meters. 

(Apparently, that’s a difficult dive according to… diving people. )

While I’m certainly no diving expert, I am a bit of a maestro when it comes to rigorous research routines so you can bet I intend to make a splash:

(Don’t worry – that’s the extent of my diving puns.) 

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The Unintended Paradox of an Unlimited PTO Policy (+Free PTO Template)

The Unintended Paradox of an Unlimited PTO Policy (Plus Free PTO Template)

When I researched the unlimited PTO policy, I started thinking of a famous spy.

That’s because my eight-week paid time off was due to James Bond. 

I realized that while I sat in a Shanghai bakery. Ten years earlier, I’d bought a set of James Bond books in a bric-a-brac store. Before coming to China, I’d sold the books and made a considerable profit. 

I hadn’t intentionally taken an eight-week vacation, but I’ll explain that paradox at the end of the article. 

Whether eight weeks or one week, PTO (paid time off) is essential. It increases:

Recently, unlimited PTO has exploded in popularity. This Process Street post will guide you through the drawbacks and benefits of this ever-popular policy. You can also use our new template on the subject with your free Process Street account.

Here are four key topics to help you understand and use an unlimited PTO policy:

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How to Write an Effective Policy & Procedure Template

How to Write an Effective Policy and Procedure Template

Let’s get straight to the point – you’re probably searching for a policy and procedure template you can use.

Moreover, if you want an actionable policy and procedure template, you can find two hand-crafted examples below. One is a blueprint you can use to build your own, and the other is a filled-out example of the first, using a fictional company called Brightstar Marketing.

In fact, both can be easily edited and updated by you inside Process Street.

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