Unequipped. Unprepared. Uncertain.

34% of people believe their organization isn’t properly prepared for employees to be working from home.

Speaking of which, has your organization recently – and rather hastily – transitioned from office working to working from home?

If the answer is “Yes“, no sweat. Process Street has you covered.

This post will guide you through the basics of working from home (WFH), the positives of it, the potential problems you could run into, on top of offering you our (free!) checklist templates that’ll ensure a safe and smooth WFH transition.

Read through the following sections to get completely clued up:

• What does WFH mean?
• The advantages of working from home
• WFH transition struggles
• Process Street’s free WFH transition templates
• Use Process Street for all recurring processes and tasks!

Or, if all you want is the checklists, get them here:

• Work From Home Office Space Checklist
• Remote Daily Work Schedule Template
• Virtual Meeting Checklist
• Onboarding Remote Employees Checklist
• Work From Home Policy Checklist
• Achieving Work-Life Balance Checklist
• Work Anxiety Resolution Checklist
• Critical Incident Stress Management Checklist

Let’s dive into all things WFH, ASAP. ‍
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This is a guest article by Alexa Lemzy – customer support manager and blog author at TextMagic, a bulk SMS solution for business. She helps businesses take advantage of mobile and spends hours reading tons of content about customer retention and business workflows.

Modern consumers are used to having the option to contact businesses on social media and other public forums as well as traditional contact methods. What’s more, customers are sharing their opinions and interactions across the internet and social media more than ever. Today, customer service is a major part of your brand image.

This has blurred the lines between marketing and customer service. Consumers want your business to be consistent from marketing and sales to customer support.

Great customer service is also an effective form of marketing, keeping existing users loyal and attracting new leads.

Strengthening the relationship between marketing and customer service can have a big impact on customer satisfaction. By creating processes for collaboration and feedback, you can increase retention while attracting new clients.

In this article for Process Street, we’re going to look at a series of factors which you have to get right to provide a unified marketing and customer service strategy:

• Customer service reps act as brand ambassadors
• Bring customer support into your social media strategy
• Gain product marketing insights from customer service integration
• Excellent customer service is an underrated marketing channel
• Holistic approaches to customer interactions means consistent communication
• Keep customer service in the loop with marketing promotions
• Better inform your audience personas
• Get content ideas and inspiration direct from customer needs
• Understand whether you’re setting the right expectations
• Improve your customer service strategy with Process Street

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SOPs (often pronounced S-O-P) are basically just another way to think about processes. Specifically, with a focus on formally defining the best way of doing something.

In business terms, that means saving time and money by building a clear, concise set of instructions for all of your internal processes. Policies (or standards) are important too; SOPs are kind of like a hybrid of policy and procedure.

Traditionally, SOPs were useful in principle, but often suffered from being difficult to maintain and crucially, hard to enforce. What good is an SOP if it lives its life sat on a dusty stack of paper forms? Your SOPs should be actionable, and that’s where BPM software like Process Street comes in.

If you understand how to build, maintain, and optimize SOPs with software, you can supercharge your standard operating procedures.

In this article, we want to give you everything you will ever need to know about SOPs, including:

• What is an SOP?
• Importance and benefits of standardizing your processes
• SOPs as a facet of BPM
• How to write SOPs
• SOP management software
• SOP templates
• Auditing your SOPs
• SOP & ISO
• Using Process Street for superpowered SOPs
• More SOP resources

Each section will be as concise as possible, with links out to further reading wherever appropriate. Let’s start with the basics.
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This is a guest post by Bryan Christiansen from Limble CMMS – a modern and easy to use mobile maintenance software. Over the years Bryan evolved from a simple software engineer with a spark of entrepreneurial spirit into a confident leader that manages a whole team of people, moving the maintenance industry forward.

When production is expanding, it’s great news for the business. However, this rapid expansion brings many challenges. Properly preparing for each challenge will be important so that production processes run smoothly.

The maintenance department is no exception. As your operation grows, there will always be some difficulties adjusting to the increased maintenance load. This is where maintenance management as a discipline comes in.

Despite its importance for efficient expansion, a HubSpot survey found only 6% of respondents considered their maintenance department well-established.

Maintenance management looks at the steps you can take to prepare and scale your maintenance capacity.

In this Process Street article, we will present to you our 6 top strategies you can implement for efficient maintenance management.

Click on the relevant subheaders below to jump to that section. Alternatively, scroll down to read all we have to say regarding the topic of maintenance management.

• What is maintenance? The importance of more efficient maintenance processes
• Maintenance management concept #1: Using a Computerized Maintenance Management System (CMMS)
• Maintenance management concept #2: The proactive maintenance approach
• Maintenance management concept #3: Continuous improvements with a DMAIC Process
• Maintenance management concept #4: Cleaning out your deferred maintenance backlog
• Maintenance management concept #5: Setting up proper inventory management practices
• Maintenance management concept #6: Adding resources through hiring
• Use Process Street for the management of your maintenance processes

Let’s begin!
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ISO means standards. A standard is just a set of requirements, decided by experts, for doing something specific.

A lot of standards exist under the banner of ISO, for all sorts of things, from quality management, to environmental and social responsibility guidelines, to how to design medical devices.

They’re useful because they help you to write good processes; how to structure, organize, implement, and improve on them.

At the heart of ISO is the principle of systematizing your approach to process management in your company – simple as that! You might be scared of ISO, but there’s really no need to be intimidated. What’s more, recent changes have made it easier than ever to get started with ISO standards.

In this Process Street article, we’ll look at everything ISO, including (but not limited to):

• What is ISO? A simple introduction for normal people
• Management System Standards (MSS)
• Quick tips: How to use Process Street for ISO
• ISO & SOP (Standard Operating Procedures)
• ISO for BPM (Business Process Management)
• Continuous improvement: a central theme of ISO
• ISO templates index
• Agile ISO
• Automating ISO with Process Street
• Relevant case studies
• Further reading on ISO

Let’s start with the basics. What exactly is ISO?
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What do Sony Ericsson, the UK Passport Agency, MT Gox, and Knights Capital all have in common?

They’ve all suffered massive financial and reputational losses following the mismanagement, or non-existent management, of their new and existing IT services.

• Major mobile phone operator, Sony Ericsson failed to renew one of their certificates and left 32-million people unable to use their mobile phones for a WHOLE DAY.
• The UK Passport Agency failed to test its new computer system and left half a million British people without a passport in the UK.
• Japanese bitcoin exchange, Mt. Gox, failed to spot several weaknesses in their software systems which enabled hackers to STEAL over 850,000 bitcoins.
• Knight Capital Group, one of America’s largest traders, failed to spot a major bug in their trading software which cost them $440 million.

What could they have done to avoid these embarrassing, not to mention financially crippling, technical disasters?

Implemented an IT service management system, like the ITIL Service Lifecycle.

Which, coincidentally, is what this post is all about.

By the time you’ve finished reading this Process Street article, you will have answers to the following questions:

• What is the ITIL Service Lifecycle?
• What are the 5 stages of the ITIL Service Lifecycle?
• How does Disney use the ITIL Service Lifecycle?
• How do I use the ITIL Service Lifecycle in my business?

Ready? Let’s make a start…

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This is a guest post from Diane H. Wong; a web developer who specialises in marketing and enjoys sharing her knowledge with others. She has her own column at Do My Writing.

The primary goal of every business is revenue. It’s therefore reasonable to say that the goal of every website is more conversions, leads, sales, or whatever action you want your visitors to take.

To get more action from your visitors, you need to make frequent changes aimed at increasing the effectiveness of your website and all its elements. You may consider using a website builder because you can continuously change and improve the design and functionality of your site.

It’s normal to be wary of making changes so you don’t switch the wrong button and hurt your website more instead.

Good news is, there are proven ways to play safe and still grow. Conversion optimization has its safe playing too that is, those practices that have been tested and proven to work generally.

In this Process Street article, we’ll look at:

• Our free conversion rate and website optimization process template
• Actionable ways to optimize your website for increased conversion rate
• Basic conversion rate optimization mistakes to avoid
• 2 bonus marketing strategies to increase your conversion rate
• Increase your conversion rate with Process Street

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Product defects can range from benign to deadly. The Ford Pinto, for example, caused up to 180 deaths and many more disfigurements before being recalled due to fuel tank safety defects.

Ford’s resulting loss of reputation (especially because they had known about the issue and failed to take action) and money in lawsuits is something nobody wants to deal with. Errors and defects thus should be identified and dealt with as soon as possible.

That’s why this article from us here at Process Street will take a look at PDCA – the continuous improvement cycle dedicated to doing just that.

We’ll cover:

• What is PDCA?
• PDCA vs PDSA
• How to implement PDCA with Process Street

Enough talk, let’s dive right in!
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This is a guest post written by Jeff Oxford. Jeff is a tech enthusiast who follows new trends in technology and digital marketing. He had been a speaker at the 2013, 2017, and 2018 IRCE and has written contributions to Forbes.com, InternetRetailer.com, and Infusionsoft.

Staying on top of tasks amid distractions is not a problem exclusive to the 21st century, although today’s folks have to deal with social media. It is the rabbit hole where anyone can willingly spend at least 144 minutes every day.

You can expect this statistic to rise when the expected three billion people, or 40 percent of the world’s population in 2021, will join the social networking sites.

With that and other things in mind, it’s no wonder that productivity and efficiency are the main targets of a tireless quest to achieve a productive work life.

According to Google Trends, the interest in productivity peaked in September 2018. While it has sustained some lows, the idea continues to gain attention as we speak.

Efficiency, like productivity, also enjoys high volume searches in the US.

Turning a blind eye on the impact of social media and relevant efficiency killers is counterproductive. Surely, limiting access to Facebook, Twitter, and other sites that compel browsing during office hours can help. Plus, smartphones have to go or be kept out of reach to avoid looking at it every 20 minutes.

It makes even more sense to face the battle head-on, combat technology with technology. Companies can focus their energies on speeding up, streamlining, sorting processes so that people have less time to wonder and wander about in the office.

That’s not to say that you’ll always be able to tell why your productivity plummets.

Every workplace is different, and so are the people that populate it. However, office culture and personal quirks aside, this article will count exemplary technologies and tools that harness, not hinder, workplace productivity.

If you’d like to skip ahead then feel free to use the links below:

• 1. A reliable, fast connection goes a long way
• 2. A project management tool tracks everything
• 3. A time tracking tool gives control
• 4. A chat app provides quick, real-time updates
• 5. Teleconference Equipment Links Teams
• Working with technology is the new productivity
• Boost your productivity today with Process Street!

Let’s dive in!
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LA Creative Technologies used Process Street to standardize its client onboarding offboarding process and project management across a distributed managed IT services team. Its workflows collected client information, routed work to the right roles, and adapted steps with conditional logic.

The case shows how an MSP client onboarding workflow can turn technical handoffs into repeatable execution while preserving customer input. The examples come from founder and CIO Josh Weiss and the team’s real workflows. LA Creative Technologies was acquired by Logic Technology Consulting Group in 2022.