Pages, a new product by Process Street, lets you capture, organize and share your team’s operational knowledge.

It’s also free, forever, for your entire team.

Pages is part of Process Street’s development as the modern process management platform for teams.

Thousands of teams from Salesforce to Yext use our interactive workflows to power their processes. In doing so, these teams are evolving their process maturity.

And process maturity, as well as how to think about & use our new Pages product, is exactly what we’ll be covering in this article.

Here’s an overview:

• The three phases of process maturity
• Achieving process maturity with Pages
• What types of content should go into Pages?
• What’s the best way to organize content in Pages?

Continue Reading

BentoBox is a website e-commerce and marketing platform just for restaurants. Their mission is to empower the world’s restaurants to succeed in their mission of hospitality.

While thousands of restaurants are using BentoBox to power their digital experience for customers, including websites, online ordering, gift cards and more, BentoBox uses Process Street for key processes like customer onboarding and employee onboarding to smoothly scale their operations.

“Partnering with Process Street has ultimately enabled us to help our team move quicker, as well as create transparency with our customers; and the features that they’ve been adding since then have just kind of proved that it was the right choice.” – Chelsea Lynch, Customer Operations Team Manager, BentoBox

Continue Reading

As your marketing team’s content manager, you want to be able to know your content engine is working for you at maximum efficiency, and have a clear overview of the important work being done.

This is perhaps easier said than done, when there can be countless systems and processes to keep track of, from marketing operations, onsite content, offsite comarketing relations, email correspondences, to SEO reporting – it can all become overwhelming.

But it doesn’t have to be!

Wouldn’t it be great if you could benefit from detailed reporting without having to bend over backwards restructuring your meetings and how you collect data?

Well, that’s more or less how we’ve set up reporting in our marketing team at Process Street. In this post I’ll briefly summarize how our marketing team saves time and effort with a nifty workflow that utilizes Automations and native integrations, and allows us to:

• Coordinate dozens of comarketing relationships while maintaining clear record of communications;
• Track the number of guest posts we’ve accepted and published;
• Highlight top priority action items;
• Quickly & easily analyze referring domains of target pages;
• Automatically push everything into Google Sheets;
• Automatically generate graphs and charts;
• Automatically post a Slack message with key marketing reporting metrics;

Specifically, this post will cover:

• Why you should consider automating your marketing operations;
• Our marketing operations reporting toolkit;
• How we automated reporting of our marketing operations;

Continue Reading

“Running a business and integrating two companies is like having two different jobs and both are equally important.” – Chris Barbin, CEO, Founder, Entrepreneur

Only one-third of mergers and acquisitions successfully create shareholder value. More often than not, this is down to failures during the post-merger integration (PMI) process. Cari Windt, who specializes in organizational design and change management, pins this on a lack of planning; CEO Christ Barbin claims it’s a lack of execution.

These two problems, however, are not mutually exclusive. Executing a poor plan can be more harmful than not executing a plan at all.

Being aware of the challenges of post-merger integrations and developing a thorough PMI process can both go a long way to ensuring yours runs smoothly. But how do you determine if total integration is right for your organization?

This Process Street post will look at the 4 main post-merger strategies and when you should use them:

• The shape of post-merger integration
• Consolidation post-merger strategy: Gain scale and cost synergy
• Transformation post-merger strategy: Reposition your identity
• Tuck-in post-merger strategy: Tech and talent acquisitions
• Bolt-on post-merger strategy: Increase your portfolio

Let’s dive in!
Continue Reading

AOL and Time Warner. Daimler Chrysler. Sprint and Nextel. Quaker Oats and Snapple.

You see where this is going, right?

I admit: the role of Monday morning quarterback is not very challenging – particularly in these four cases. If nothing else, they serve as a prime reminder that even the highest flyers can – and do – fall, and fall hard.

There was a small amount of pure bad luck – the dot-com bubble burst AOL’s value, high gas prices stopped Chrysler’s SUVs in their tracks – but a large number of merger integrations fail for completely foreseeable reasons – and a good dose of human error.

In this Process Street post, I’m going to look at the three pitfalls and why they have such a huge impact on the success (or lack thereof) of your post-merger integration.

If you just came for the free template, you can grab it below:

Click here to get the Post-Merger Integration (PMI) Checklist workflow!

This workflow is designed to walk you through every stage of the post-merger integration process from pre-planning to post-mortem. While the step-by-step process will ensure nothing gets forgotten, it also provides ample space to document important decisions and data. Features like Dynamic Role Assignments, Due Dates, and Approvals keep everyone on the same page and make it immediately apparent if something is headed off course.

Unexpected obstacles will always pop up, but the PMI Process Checklist will help you prepare for the worst and make your integration run smoothly.

With that out of the way, let’s go through the most common ways it can all go wrong:

• The harsh truth of post-merger integrations
• PMI Pitfall #1: The people problem during integrations
• PMI Pitfall #2: With great change comes huge risk
• PMI Pitfall #3: How diligent is your integration due diligence?
• PMI Checklist: M&A integrations simplified

Let’s talk about some bad decisions!
Continue Reading

We make 226.7 decisions a day on food choices alone.

In an ad for their To-Do app, Microsoft claimed we make a whopping 35,000 decisions per day.

No one knows where they got this number from, though it is widely quoted by Inc., Huffington Post, and even academics. The fact is, a majority of decisions are made subconsciously, so even if we counted every decision we were aware of, we still wouldn’t have an accurate number. Suffice it to say, our brains field more information than is fathomable.

So how do you know you’re making the right decisions?

There aren’t likely to be severe consequences if you choose roast beef over grilled cheese for lunch (though there may be if you opt for that service station sushi), but the decisions made by your company are a whole different kettle of fish.

That’s why you need a decision support system (DSS). This Process Street post will break down the top 3 proven DSS for business operations, making your decision process just a bit easier.

Up next:

• DSS #1: DACI
• DSS #2: DECIDE
• DSS #3: Ladder of Inference

Let’s dive in!
Continue Reading

Content Allies is a B2B podcast networking service which seeks to empower clients by helping them build meaningful relationships and grow their customer base. Podcasts are used as a key marketing channel.

We spoke to CEO Jake Jorgovan to find out how Content Allies uses Process Street to slash business costs, improve efficiency, and drive business growth.
Continue Reading

Every 20 seconds, $1 million is wasted globally through poor investments that don’t align well with a given organization’s goals and strategy.

This is according to a 2018 Pulse of Profession (PMI) report. The report also indicated that organizations waste 9.9% for every dollar invested due to poor strategic goal delivery.

Yet, as a solution to these business woes, 89% of executives say BizOps could significantly improve strategic decision-making by improving collaboration between IT and business teams.

The startup bizOps buzz is reimagining older, already pioneered bizOp practices used by the likes of Yahoo, Google, and LinkedIn. Startups are using bizOps (otherwise knowns as business operations) in a more generalist role demanding rapid execution and a larger scope of responsibilities.

Tech startups such as Slack, Dropbox, Ziprecruiter, and (of course) Process Street, are recruiting for and building out their Bizop teams.

But what exactly do we mean by bizOps in this modern world, and how has the concept been reimagined for the startup culture and mentality?

In this article, you’ll learn what bizOps is, from the day-to-day operations to the core activities. We’ll then discuss the importance of bizOps, using real-world examples to display the role in action. Find out how to apply BizOps as a startup or as a large enterprise to significantly improve strategic decision-making in your business.

Sound good?

Click on the relevant subheader below to jump to your section of choice, alternatively scroll down to read all we have to say:

• What is bizOps?
• Key concepts in bizOps
• BizOps activities: Maximizing profit, performance, and growth (with free templates)
• The importance of bizOps (+ business operations examples)

Let’s jump straight to it!
Continue Reading

This is a guest post by Michael Zipursky, CEO of Consulting Success® and Coach to Consultants. He has advised organizations like Financial Times, Dow Jones, RBC, and helped Panasonic launch new products into global markets. Michael is also the author of the Amazon Best Sellers ACT NOW: How successful consultants thrive during chaos and uncertainty, The Elite Consulting Mind and Consulting Success® the book.

You know the feeling; you’d love to take a vacation and a break from your business…

…but there’s no one to handle the day-to-day operations for you.

You’ve built up years of experience, and you feel like you’re the only one who can run the show. I know, because I’ve been there. Early on in my career, I was convinced I could do everything.

I told myself I was better than anyone at the work I did. It would take me too long to train anyone up to my level. I persuaded myself that this was true…but I was wrong. I could have certainly taught someone else – and it would have saved me a lot of time and energy to focus on higher-value work.

Studies indicate that business system documentation can boost productivity and save up to 6,000 hours per year, equating to 2.4 full-time staff positions.

On top of this, documenting systems and processes builds a foundation to train new team members so that your business can run without you involved in the day-to-day operations.

By the end of this Process Street article, you’ll understand why it’s so important to document systems and processes, see some real-life examples and learn how to do it in your business.

• Business system documentation: What it is and why it is important
• Document your most common business systems
• Documenting systems for clients: Network Reactivation Campaign example
• Frequently asked questions about business systems development
• Using Process Street and process documentation for business system development

Continue Reading

The other day, my household experienced one of the great tragedies of the home delivery era: our grocery delivery was canceled.

You know what that means. I had to go to the grocery store. Like, physically, in person, go inside the grocery store.

I survived, but phew. Let’s just say there were a few close calls.

All in all, though, it was a successful trip. I picked up a couple of prescriptions, had an eye exam, switched the pet insurance, got some advice about first-time homeownership, and even remembered to get dinner fixins. I would’ve gotten my oil changed and tires rotated, too, but I don’t have a car so… Yeah. I didn’t do that.

This is what economies of scope look like. Economies of scope are when it’s more cost-effective to produce related items together than it is to produce them individually. In the 21st century economy, it’s also an increasingly familiar model as brands continue to expand their offerings to consumers.

As a consumer, this model is great. We don’t have to run around all over the place to take care of all our responsibilities. For companies, it’s not a bad model, either.

Economies of scope – offering all of these services under one roof – companies are actually spending less by offering more.

But wait – how does that work?

Well, I’ll tell you:

• What do we mean by economies of scope?
• Economies of scope: Pros and cons
• Economies of scope vs economies of scale
• Economies of scope in action
• If all your friends jumped off a bridge…

Welcome to Process Street! Right this way, please.
Continue Reading