Elite Business Ventures (EBV) was a high-volume compliance and safety solutions provider with over 65 employees and millions in annual revenue. Known for brands like OSHA4Less, EBV served tens of thousands of customers in regulated industries across the United States.
At Teach 4 the Heart, a fast-growing professional development provider for Christian educators, scaling operations meant finding a better way to manage daily tasks, email campaigns, and large-scale events like the Rise Up Summit.
In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows.
If your Joint Commission audits feel like a fire drill, you probably have a workflow problem.
Our partner Improv, just published an article detailing how to use Process St to prepare for a Joint Commission audit. Read more from Dr. Sarah Inman and Kai deSilva on how to build a bulletproof compliance system while avoiding binders and burnout.
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. Continue Reading
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.
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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%.
Acuity stands out by providing top-tier services for eCommerce businesses.
To maintain their edge, they needed a robust solution that could streamline complex processes, standardize operations, and support rapid scaling.
This vision became a reality with Process Street.
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.
In this case study, we’re going to cover:
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:
You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!
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