All posts in Business Operations


We Tried 50 Free Workflow Tools – Here Are Our Top 4

free workflow tools

Business success is increased by 70% when an organization uses workflow management software. But that can only be achieved when using the right workflow tool. 

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. 

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5 Continuous Improvement Tools for Process Success

ALT: 5 Continuous Improvement Tools for Process Success

Continuous improvement tools are essential.

They’re a means of increasing productivity while eliminating errors. And they’re closely associated with lean manufacturing, particularly in streamlining processes. Every process should be continuously improved, especially in a world where checking email alone costs us 1000 hours every year.

I once used a continuous improvement tool to transform my skill level in meditation. I was amazed at how quickly a process could be made leaner and more agile. If your organization has been wondering which continuous improvement tool to use, Process Street has written this guide with you in mind.

Here’s how to transform your process for success with continuous improvement tools:

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5 Continuous Improvement Steps for Process Optimization

Continuous improvement without data collection is like driving cross country without signs or a map. 

Data collection is vital to making improvements because without it there’s no real proof of any problem existing to begin with. 

Why are you making improvements? Is it really a problem, or are you just distorted by frustration in the moment? 

Yes, your frustration can give you clues as to what the root problem is, but relying on your feelings alone won’t give you accurate results in the long run.

That’s where data collection can help. Our Analytics feature can be used to paint an objective, unbiased picture of the current state of any given process and help highlight potential areas that could be improved upon. 

So, let’s start by walking through our 5 continuous improvement steps for process optimization:

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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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Writing Standard Operating Procedures: The Ultimate Guide (+ 20 Free Templates)

Whether starting a business or trying to improve an existing one, you have to understand how things will get done. Writing standard operating procedures can seem complicated on the surface, but with some thought, the process can be easy.

Start by answering the following questions: What tasks do you need to do? Who needs to do them? What are the best ways to approach these tasks?

This will be your first step toward systemizing your business. Consequently, creating processes and workflows will define how your day-to-day activities function.

One popular approach is the creation of SOPs (standard operating procedures). But what exactly are SOPs?

Read through these sections to get clued up:

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How to Find The Purpose of Your Business Through The Ikigai Concept

How to Find The Purpose of Your Business Through The Ikigai Concept Header
Grace Lau is the Director of Growth Content at Dialpad, an AI-powered cloud communication platform and one of the industry’s top cloud PBX solutions for better and easier team collaboration. She has over 10 years of experience in content writing and strategy. Currently, she is responsible for leading branded and editorial content strategies, partnering with SEO and Ops teams to build and nurture content. You can find her on LinkedIn.

Ikigai, which means “a reason for being”, is a Japanese word that has gently risen to the forefront of the business world, like a whale coming up to greet the dawn. It is a welcome wave of thoughtfulness and quiet in the face of a usually loud, blustering, profit-at-all-costs model.

The Ikigai concept beckons to us, asking us to consider the question: What do I get up for in the mornings? For most of us, the answer is not “money”.

Money, for most people, is a means to an end. If you ask people at the end of their lives what they wish they could have done differently, the answers are not usually “I wish I’d made more money”. They’re along the lines of “I wish I had stayed in touch with my friends”.

Heart matters, both in our personal lives and in business. It seems a bit short-sighted to assume otherwise or to see business as totally apart from our personal values. The industrial revolution saw people exchanging their labor for money and becoming increasingly alienated from the joys of pouring their hearts into their creative endeavors and trade. They became cogs in the wheel of the factory that is capitalism.

We still have a top-down structure in many work environments today, but some companies have begun to embrace a horizontal knowledge approach, where managers and employees are on the same level and treated as equals. The more we learn about what makes employees happy, hopefully, the more we will move towards those models, of which the Ikigai concept is a prime example.

While ikigai is generally applied to finding purpose in your personal life, this Process Street post will look at how the same 4 concepts can be applied to your business as well:

Make sure you’re sitting comfortably. Let’s begin.
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How to Prioritize Tasks and Do Only The Work That Matters

how to prioritize tasks

You’ve got a ton of work to do right now. Your to-do list is an unstructured mess of action items, and you’ve only got a faint idea how to prioritize tasks.

Luckily, there are a few (almost automatic) ways to quickly get your to-do list prioritized without much effort. In fact, you can apply one of these methods within 5 minutes and know exactly what to do next. There have been a number of methods over the years, and all have their own quirks and considerations. Which is right for you?

In previous chapters of my task management guide, I’ve taken you all the way through from writing, organizing, and planning your to-do list. Check those out if you haven’t already.

Now, I’m going to take you through a few of the ways I prioritize my tasks as a content writer for Process Street.

Let’s get prioritizing!
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How Revenue Operations Can Support & Increase Sales Growth

Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

In this Process Street post, we’ll be covering:

The 5 Project Management Steps To Run Every Project Perfectly

project management stepsProject management is the key to sticking to your budget and deadline, whilst keeping the most important tasks at the forefront of your company.

Without it, you leave the future of your business at the mercy of your teams and employees (which, in case you weren’t aware, is not a good business model).

For such an important process, the project management steps are a little muddy, with sources citing differing numbers of steps, timelines, etc.

Then again, it’s a massive topic with a huge margin for error; how the hell do you convey these steps when the project could be anything from “get winter clothes in stock” to “grow to $220,000 monthly recurring revenue”?

Well, we here at Process Street hate making things complicated, so we’ve simplified the project management steps of any and every undertaking to five easy stages:

If you’re looking to structure your next big push, or you just want to set and track realistic deadlines, then this is the process for you. Then again, feel free to skip ahead to any particular step you’re after.
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50 Google Docs Templates for Business Success (With 60+ Process Checklists)

50 Google Docs TemplatesIt’s 9:00 am. I grab my morning coffee, boot-up my laptop, and join the 1 billion others logging into Google Drive today.

I go straight to my Google Docs templates folder. As a content writer for Process Street, these templates include planning templates, review templates, and templates designed to record my research.

Suffice to say, my Google Docs templates are the backbone of my content creation process.

As a content writer for Process Street, I’ve built up an extremely efficient writing process that combines the convenience of Google Doc templates (via Google Drive), the clarity and reliability of Process Street workflows and Pages.

By merging Process Street and Google Drive into a simple, repeatable process for content creation, I know I can work productively and consistently meet my deadlines.

For me, Process Street + Google Drive = Success.

That’s why in this article, I’ll show you how you can recreate my process and build your own streamlined automations. I’ll be covering:

Let’s get started!
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