On September 23, 1999, NASA’s $193 million Mars Climate Orbiter was obliterated 57km above the surface of Mars.

What caused such a catastrophic event? Badly implemented processes.

“The problem here was not the error; it was the failure of NASA’s systems engineering, and the checks and balances in our processes, to detect the error. That’s why we lost the spacecraft.”
—Edward Weiler, NASA associate administrator for space science

Despite all of NASA’s precautions, preparatory research and technical developments, the deviation from standard procedure for making sure their units were consistently imperial or metric was what resulted in the disastrous calculation error responsible for the loss of the Mars Climate Orbiter, and in turn huge amounts of time, money, and material resources.

Continue Reading

There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.

Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

Continue Reading

Are you scrambling to keep up with your tasks and stay on top of priorities?

With tasks scattered all over the internet and no concrete place to see everything in one list, it’s not only difficult to manage your work — it’s nerve-wracking.

Enter Inbox for Process Street — making task and process management as easy as working through a single list.

Add an assignee to a task within a larger process, and the task will appear in their inbox. Due dates help you straighten your priorities, hit project deadlines, and show your team what they should be working on first.

Let’s take a look at how Inbox can make you more productive.
Continue Reading

Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?

Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri.

You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations.

Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps.

There are two ways to use Shortcuts. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. The app also comes with a gallery of suggested shortcuts curated by Apple. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. You can see these in Settings under Siri & Search.

Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in:

• 1. Dictate meeting notes straight to your CRM
• 2. Send an electronic contract when timing is crucial
• 3. Master your calendar in an instant
• 4. Kickstart your client onboarding process
• 5. Get paid faster by sending your invoices ASAP
• 6. Assign your team members on the go
• 7. Grab and archive snapshots of your working screen-space during a technical audit
• 8. Jump straight back into your drafts, anywhere, any time
• 9. Dictate an email to your assistant
• 10. Manage your tasks with a dynamic to-do list

Continue Reading

This article is a guest post from Isaiah Jackson.

Team collaboration is not a new thing.

However, team collaboration is so poorly practiced within many organizations that we need to find new ways to facilitate it.

In the modern digital world, team collaboration is incredibly easy and can be achieved from in the office or in the home.

In this article, we’ll explain how effective team collaboration can allow you to operate your business either with remote staff or with staff being given the freedom to work from home flexibly.

Having home-working opportunities can unleash employee satisfaction, retention, and attainment. Modern approaches to team collaboration enable this.

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

• Why the traditional office dynamics are in decline
• The benefits of working remotely
• How team collaboration tools make remote work possible
• The key team collaboration tools used by the team at Process Street
• Why you should encourage your employees to work from home
• Team collaboration tools help in achieving a work-life balance

Continue Reading

“How did I forget to follow up with that client?”

There was a time when I used to think that as another golden opportunity passed me by. It’s tough enough being a freelancer and having to both find clients and secure them in such a competitive scene without adding human error into the mix.

Nowadays, I’ve largely mitigated the frustration that comes with making avoidable errors, letting me massively boost my consistency and productivity, and it’s all thanks to process documentation.

Having a documented process to work through is insanely useful. I’m here to tell you exactly why you need to be using processes in your work and give some freelance tips on how you can start noticing the benefits in no time. Let’s get started.

Continue Reading

Renegard uses Process Street to enable manual, on-the-ground workers to execute tasks more efficiently and enable their managers to oversee all activity in real-time. They also use process automation to streamline the hiring and onboarding process. We spoke to their CEO, David Martin, about how they are using Process Street, what benefits they are experiencing, and how Renegard sees their usage of the platform progressing in the future.

The Renegard Story

From pickup trucks to boats and large-scale construction equipment, Renegard provides its customers with high-performance protective coating for a range of vehicles.

Ultimately, their mission is to help you get the most out of your vehicle by applying coatings that are guaranteed to protect it from wear and tear as well as more significant damage.

Their two trademarked products, Alphagard and Solargard, are extremely tough coatings that can be used for both interior and exterior applications. They are available in a variety of colors and can be custom color matched.

Given that they apply their coatings to vehicles all across the US, Renegard employs a large number of contractors to perform the manual-intensive work. These individuals need to follow strict processes in order to ensure that coatings are applied in the proper way each and every time.

Continue Reading

 The following is a guest post by Uwe Dreissigacker. Uwe is the Founder of online invoicing software InvoiceBerry. InvoiceBerry helps small business owners and freelancers to create professional looking invoices, get paid online and keep track of unpaid invoices. In his free time, Uwe travels a lot, explores new cultures and loves trying new spicy dishes.

As a business, if you want your operation to run smoothly, managing productivity and your workflows is one of the best ways you can stay on track.

Before you even get started on a project, you should first take a step back and plan out your approach.

What methodology will you use? How will you manage productivity and stay on track? SCRUM? SWOT?

Decisions, decisions…

The choices can be overwhelming. Not to mention, over the course of the actual project, you’ll have to make hundreds of other choices.

If you’re not sure where to begin, it’s best to think about your project as a whole and then select the right methodology you’ll follow – Waterfall or Agile?

Continue Reading

Universal Modeling Language (UML) is a way of visualizing a software program using a collection of diagrams. That is perhaps the simplest way to define it.

If you’re looking for a full-winded definition, here it is:

“The Unified Modeling Language (UML) was created to forge a common, semantically and syntactically rich visual modeling language for the architecture, design, and implementation of complex software systems both structurally and behaviorally.” – Lucidchart, What is Unified Modeling Language

UML has many advantages including flexibility, an abundance of tools, and the capacity to model systems from both a structural and behavioral perspective.

Nevertheless, it can sometimes be overwhelming.

A focus on simplicity is, therefore, essential to not only creating actionable diagrams, but also to avoid pulling your hair out in the process!

Continue Reading

The importance of efficient purchase order management

Effectively managing purchase orders is a critical component of any business with vendor relationships. And yet, according to the founder & COO of Procurify, Kenneth Loi:

“Many organizations unwisely forego purchase orders because they perceive the paperwork to be a hassle that slows things down.”

He’s right. Paperwork is a hassle and does slow things down. However, this is not a good enough reason to forego purchase orders, hence the word “unwisely”.

From creating a requisition to gaining approval and receiving an invoice from the vendor, there are up to 7 documents involved in the purchasing cycle. That is a lot to keep track of for a single purchase.

And this only gets more complex as a business grows.

Maintaining a paper-based system at the enterprise level is virtually impossible. For smaller companies, it’s do-able, just incredibly inefficient.

The frustration and inefficiency that comes with managing piles of paperwork is no longer an unavoidable obstacle to overcome. By establishing an automated purchase order workflow, you can centralize documentation, seamlessly track progress in real-time, and shorten purchasing cycles.