In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients.
However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities.
Private equity processes are complex and involve multiple stages, from deal sourcing and due diligence to portfolio management and exit strategies.
To streamline these operations, many firms rely on templates to ensure consistency, efficiency, and accuracy throughout each phase. Templates for financial modeling, due diligence checklists, management reports, and client communication help standardize the approach, reduce errors, and improve collaboration across teams.
By utilizing these tools, private equity firms can focus on making informed decisions, optimizing portfolio performance, and driving value creation.
This article explores the key private equity processes and provides the essential templates that simplify and enhance them.
Real estate asset management is a complex field, requiring meticulous oversight of properties to maximize value and returns.
To streamline these intricate processes, many firms leverage specialized templates that standardize key activities like property management, financial reporting, and tenant relations. These templates not only enhance operational efficiency but also ensure consistency and accuracy across the portfolio.
Whether you’re managing a single property or an extensive real estate portfolio, having the right templates in place can make a significant difference in performance and profitability.
In this article, we’ll explore essential real estate asset management processes and the templates that simplify them. We’ll cover:
Professional Fulfilment Services (Pro FS) is a smart, fulfilment business based in the UK, helping SMEs fulfil their orders and scale their businesses around the globe.
When Carinda Hindry first joined the company as Head of Admin, she was faced with files full of paper records, documenting historic and ongoing HR details for the company’s ~50 employees. The paper-oriented system was cumbersome, inefficient, and a major roadblock to effective administration, particularly in an industry characterised by high staff turnover and the need for rapid flexibility and scalability of its workforce
In this case study, we’re breaking down how Pro FS used Process Street to reduce on-site training time by 50%.
Patti Scharf, Acuity’s Chief Process Officer, first started using Process Street with her company Catching Clouds, a smaller team of 30 people who later merged with Acuity.
A key selling point was Process Street’s integration with Zapier.
Nick Sonnenberg is an entrepreneur, columnist, guest lecturer at Columbia University, and the Wall Street Journal’s bestselling author of Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work.
Nick is also the founder and CEO of Leverage, a leading operational efficiency consultancy that helps companies implement the CPR business efficiency framework.
It’s the culmination of Nick’s unique perspective on the value of time, efficiency, and automation, which stems partly from the eight years he spent working as a high-efficiency trader on Wall Street.
In this episode of The Employee Onboarding Podcast from Process Street, Nick discusses:
How operational efficiency saved Leverage from bankruptcy
This is a big blog post about Business Process Management software (BPMS). If I’ve succeeded in doing what I set out to do, this article should provide pretty much everything you could ever need to know about BPM software.
At its core, the article is built around the following pillars of BPM software:
I have tried to distil the information in this article to only the most crucial elements, and many sections have been abbreviated where they deserve entire articles to themselves!
Thankfully, where necessary I have provided links to supporting material where these concepts are expanded upon, should you be interested in delving deeper.
Would you eat a McDonalds Big Mac that was out-of-date, had been dropped on the floor, and made with a stranger’s bare hands?
No! Me neither.
Unfortunately, that’s what thousands of people in China, unknowingly, did.
Back in 2015, the Chinese meat suppliers for McDonald’s were secretly filmed and caught:
“Handling meat and chicken with their bare hands, taking meat that had fallen on the floor and adding it back on to the production line…and forging production dates on beef patties.” – ET2C, Lessons on the Importance of Quality Control Checks
As a result, over 2,000 McDonald’s outlets across Asia were dramatically affected. The reputation of McDonald’s and their meat supplier was irreversibly damaged, and McDonald’s saw a 7.3% drop in sales.
McDonald’s was definitely not ‘lovin it’.
If only they’d used Enterprise Quality Management Software (EQMS) to regulate their supplier’s meat handling processes and control the quality of the produce they were delivering.
Business success is increased by 70% when an organization uses workflow management software. But that can only be achieved when using the right free workflow tools.
There are plenty of free workflow tools available – great news for businesses tiptoeing around the idea of process management. But while your choices aren’t limited, choosing the wrong one can be a costly affair.
That’s why I did the heavy lifting for you and sorted through 50 free workflow tools to find the top 4. You can thank me later.
For a decade, we’ve been on a mission to revolutionize recurring work.
We’re proud to have helped teams like Salesforce, MIT, Colliers, and Hartford Healthcare streamline their business operations, and our innovation has attracted funding from renowned investors like Accel, Salesforce Ventures, and Atlassian Ventures.
We built the world’s easiest-to-use business process management platform, accessible without engineering support. Then we made it available on Slack, Teams, iOS, and Android, empowering teams to work from anywhere with one-click approvals, quick-fill forms, and powerful automations.
Now, we’re excited to announce the next phase of our journey, the evolution of our product from a workflow management tool to an AI-powered process platform.
Introducing Process AI, a next-gen process management platform powered by AI and ChatGPT.
