At Process Street, we’re all about checklists. We use them for absolutely everything.

I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint!

Basically, no task is too big nor too small for a checklist.

But it got us thinking – what are the best ways to use checklists to get maximum value from them?

My personal view is that they’re most useful for highly regular recurring tasks, like a sales call or dealing with an IT support ticket.

My reasoning here is that following the checklist gives you incremental benefits, so the more you follow it the more you benefit. Moreover, the more you follow a business process, the more you understand it’s faults and failings, allowing you to make improvements. Therefore, using a checklist to follow a business process for a task which you do multiple times a day will give you the highest efficiency savings and output increases.

This is compounded if you use a tool like Process Street due to its automation potential; you can automate data entry for data gathered during the task, you can trigger another action in another app, or you can automate the approval process for a completed task.

So I think I have a pretty strong case for why the most common actions benefit most from checklists, but that doesn’t necessarily tell us how they can work best for you.

In this article, you’ll look at a few different ways of employing checklists and get great insight and input from across the industry, as part of Process Street’s original research.

• Checklists in the workplace: Notes and ad hoc checklists for organization
• Checklists in the workplace: Employee tasks and recurring processes for efficiency
• Checklists in the workplace: Idea generation and getting good work done
• How not to use checklists in the workplace
• Gaffes and mixups; the hilarious happenings of checklists gone wrong!
• Start using Process Street checklists in your workplace today!

Let’s get started.

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Microsoft Visio is the industry standard for business process modeling, but you might want something different. Something a little more… agile. Just because it’s the most widely used, doesn’t mean it’s the best.

The main reason it’s so widely used is that it’s packaged with Office 365 and often comes pre-installed with enterprise tech suites.

If you’re tired of Visio’s lack of integration, lack of macOS compatibility, and sky-high price point, then you should consider investigating one of the many Visio alternatives out there (like Process Street!) and asking yourself what they can do for you.

There are a lot of options for different use cases; in this article, we’ll take a look at some of the best Visio alternatives and talk about why they might be a better choice.

Here’s a breakdown of the article:

• What is Microsoft Visio?
• What should business process modeling software be good at?
• Best Visio alternatives
• Using Process Street to implement business process modeling

You’re probably all-too-familiar with Microsoft Visio, but for the sake of clarity, let’s start with a quick overview.
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This is a guest post from Hugh Beaulac, a content strategist at MC2 who also works as a social media manager. With over 6 years of digital marketing experience, Hugh helps small and medium businesses grow online and likes to share his tips and tricks with top-notch marketing blogs like Wordstream, CrazyEgg, and Semrush. Follow him on Twitter to read his latest articles on Instagram marketing.

In the era of social media, when over 2.82 billion people have at least one social media account, email marketing isn’t the most obvious marketing tool.

It’s no wonder that more and more brands use social media platforms to promote their products and services as their target audience is active on these channels.

But here’s the thing: Although email is one of the oldest messaging channels, it still matters.

Why? Because nearly all social media users have active email accounts.

Recent Hubspot report claims that email marketing is still effective: 99% of customers check their email every day, 73% of people claim that email is the preferred communication channel to receive branded news and offers, and 59% of customers say marketing emails influence their purchase decisions.

For marketers, this means that combining social media and email marketing is a must. And with the growing popularity of Instagram marketing, there’s a perfect way to connect with engaged users and get more email list subscribers.

In this Process Street article, we’re covering:

• Why use Instagram to get email list subscribers
• Make the most out of your Instagram bio
• Give your customers a reason to share an email
• Use Instagram Stories to promote sign-ups
• Reach potential subscribers who don’t follow
• Benefits of Instagram marketing
• The Ultimate Guide to Instagram Marketing

Let’s take a look at four effective ways to grow your email list with Instagram.
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Modern technology is extraordinary.

After all, without the advancements that have been made over the last 50 years, you wouldn’t be reading this post!

This is exactly why, when asked what has brought the biggest improvements to our lives, four-in-ten Americans said “technology”.

But we’ve reached a critical juncture.

There’s so much technology now. I would dare to say there’s even too many apps, pieces of software, and gadgets we’re using.

From different teams in an organization all using varying project management software, to spreading important information that really should be hosted in one place across a multitude of platforms, using too much software in the workplace can make things incredibly confusing. Not to mention overwhelming.

In reality, we could all do with a digital declutter, using only the essential applications, and ensure we’re utilizing those applications (such as Process Street!) intelligently.

This, in a nutshell, is digital minimalism – and it’s what I’ll deep dive into during the following sections:

• What is digital minimalism?
• The authority on digital minimalism: Cal Newport
• The benefits of being a digital minimalist
• How to become a digital minimalist yourself
• Best practices for the digital declutter process
• Use Process Street – your all-in-one BPM solution

Ready to take back control of your work and life with digital minimalism, feel less like a robot, and even find a little zen along the way?

Let’s go.

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Fleet management is so much more than simply owning and operating vehicles. It’s a complex interplay of many different factors and optimizations – much like the concept of business process management.

In recent years, more and more tools for fleet management optimization are emerging. Fleet management is changing.

Projected growth of the fleet management industry to about $30 billion by 2022 is largely driven by advances in technology – and the rate at which fleet management companies adopt this emerging technology will largely impact the rate of this projected growth.

And it seems fleet management companies are aware of this.

The National Conference of State Fleet Administrators (NCSFA) recommended in a 2018 survey of 44 state and university fleet participants that fleet management companies begin implementing “robust fleet management policies and procedures” as well as “accelerating the implementation of technology to measure the efficiency and effectiveness of fleet management practices”.

That same survey showed that 38% of repairs and 39% of preventative maintenance work were insourced, on top of the in-house work that is done as part of routine fleet management. Just another incentive to tighten up your processes and streamline all of that manual work with a good, solid process.

In this article, we’ll be looking at how you can use Process Street to implement robust fleet management policies and procedures. I’ll cover:

• What is fleet management?
• What is fleet management software?
• Fleet management templates
• Using Process Street for fleet management

Let’s start by making sure we’re all on the same page; what exactly is fleet management?
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This is a guest post by Rahul Varshneya, the co-founder and President of Arkenea. Rahul has been featured as a technology thought leader in numerous media channels such as Bloomberg TV, Forbes, HuffPost, Inc, among others.

Several organizations use a wide range of tools to execute and monitor their internal processes. These systems are interfaced by human agents who pass on the data output from one system as input to the next system in the pipeline.

Because of the non-automatic nature of manual execution, manual data entry work makes these processes slow and error-prone.

Wouldn’t it be nice if you had these interfaces taken care of automatically?

That’s right, we are talking about Robotic Process Automation (RPA) – a transformational paradigm that optimizes such processes by automating repetitive, rule-driven tasks.

According to Forrester Research, RPA market revenue is expected to gross $1 Billion USD in 2019.

With RPA and by using RPA tools, your internal processes can be finished faster and more efficiently. It would free your agents from trivial data entry and data exchange tasks so you could deploy them to do more strategic process initiatives.

In this article, we at Process Street will present 5 best practices for RPA. We will then introduce our favorite RPA tools, so you can walk away with actionable robotically automated processes.

This article has been structured as the following:

• How does Robotic Process Automation eliminate tasks from structured environments?
• Software silos and how they affect your teams
• How to break silos with the implementation of Robotic Process Automation
• How to achieve exceptional results with Robotic Process Automation implementation
• RPA tools: Process Street’s top four RPA tools
• How you can use Process Street’s RPA tool capabilities

Let’s get started!

Note that RPA does not aim to eliminate jobs. It aims to reduce the burden of mundane and repetitive tasks of the existing staff so they can work on more strategic initiatives.
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Guest post by Deana Kovac (Deana Kovač), an internet marketing specialist at Point Visible, a digital agency providing custom blogger outreach services. In her free time, she enjoys listening to music and singing karaoke, and she just cannot start her day without a hot cup of coffee.

Content optimization improves an existing page so it serves its intended reader and business goal more effectively. This content optimization fix shows how to fix underperforming content without tossing it out: diagnose why the page falls short, strengthen the answer, repair technical friction, and measure the result. The process uses two stages: identify weak content with evidence, then apply six focused improvements.

Guest post by Harry Southworth, a professional writer and editor.

An ecommerce strategy is the coordinated plan for attracting a defined customer, converting demand into profitable orders, delivering the promise, and earning the next purchase. The best ecommerce books build that plan with lessons from entrepreneurship, positioning, customer experience, analytics, psychology, and process design.

Perhaps you’ve heard about checklists. Perhaps you know someone who uses checklist templates. Who knows, you may even have a simple checklist template or two you use in your own business.

Chances are, if you clicked this link, you’re interested in learning about simple checklist templates. Or specifically, how you can use them to run your business more efficiently.

You probably already know the basics – why checklists are useful, and the value of using a BPM software like Process Street. But you want more.

You want to know the essential checklists, the ones all the top CEOs and successful executives are using. You want ready-made checklists that will save you time, money, and confusion, and you want to learn about some of the immediate benefits of using simple checklist templates, straight from the mouths of those who have used them to run successful businesses of their own.

Well, you clicked to the right article. Here, I’ll be looking at an extensive correspondence between our content team and a number of successful SMB owners who just happen to be simple checklist template champions.

Whether it’s daily, weekly, monthly, or otherwise, we’ve devised this article as a resource that will help you understand how you can use simple checklist templates in your business.

Breaking it down, we’ll look at:

• Benefits of simple checklist templates
• What simple checklist templates are successful business owners using?
• Simple checklist template essentials: Recommendations from top business owners
• How to build a simple checklist template with Process Street

But first, what is simple checklist template, anyway?
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You’ll often hear the question: “Which is better? Kanban or Scrum?” or variations of this eternal deathmatch between two of the most well-established agile methodologies.

People are wasting energy fighting over which methodology trumps another. If you’re an agile organization, you should be placing principle above practice.

It makes a lot of sense to ask questions like “why might I want to use Kanban over Scrum?”, or even “Kanban and Scrum” as opposed to “Kanban vs Scrum”. There are a lot of differences between the two, but fundamentally, they are both agile methodologies, and the principle behind why you might want to use both can be in alignment.

You may even find they can work well together, as part of a unified strategy referred to as Scrumban. You need to consider what approach will work best for your team.

My aim with this article is to approach the question of “Kanban vs Scrum” by clearly presenting both approaches in terms of when, how, and why you might choose to use either of them.

I’ll also talk about the capacity for overlapping Kanban and Scrum approaches, and how some additional tools like Process Street can factor into that equation.

Here’s a breakdown of how we’ll approach comparing “Kanban vs Scrum”:

• What makes a team agile?
• What is Kanban?
• What is Scrum?
• Kanban vs Scrum: Differences
• Kanban vs Scrum: Similarities
• What is Kanban good for?
• When to use Kanban
• Kanban process
• What is Scrum good for?
• When to use Scrum
• Scrum process
• Using BPM for agility

Let’s start with a basic primer on what it means to be agile. Continue Reading