All posts in Business Processes

How My Dog Taught Me to Improve My Workflows and Make More Sales

Sales professional presenting a repeatable dog-training course that represents workflow improvement

Workflow improvement is the practice of running a repeatable process consistently, comparing its results, and changing the weak steps instead of relying on guesswork.

The day I adopted my dog, I learned a brutal and immediate lesson about myself and my daily habits. Nothing makes you analyze your life like a 60-pound furbeast jumping on your face at 6 in the morning, immediately after she decided to redecorate your living room with your latest bulk toilet paper purchase from Costco. The good stuff, might I add.

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How and Why to Document Your Workflows

How to document workflows with a clear visual process map

Workflow documentation is the written and visual record of a repeatable sequence of tasks, decisions, owners, and handoffs that moves work from a trigger to a defined outcome. When you document workflows clearly, people can see what happens, who is responsible, what evidence is required, and how an exception should be handled.

That record turns everyday work into something a team can teach, run, measure, and improve. It reduces reliance on memory, exposes delays and control gaps, and creates a dependable foundation for automation. Process Street gives teams one place to build that operational knowledge and put it into action.

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How a Silicon Valley Campaign Strategy Won Trump the Election

Campaign operator beside a mechanical electoral strategy system

A political campaign strategy is the coordinated plan for a candidate’s message, audience, resources, media, field work, and path to victory.

The 2016 Trump campaign strategy applied Silicon Valley habits to electoral politics: rapid testing, data-driven allocation, outsourced specialist teams, and tight feedback between digital channels and traditional media. Those methods helped the campaign operate with unusual speed and efficiency, but technology was only one factor in a close and complicated election.

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How Does a Franchise Work? Uncover The Secret Sauce of an American Franchise Giant

Franchise operations designer adjusting a repeatable restaurant operating model

A franchise is a business owned by an independent operator who pays for the right to use another company’s brand, products, and operating system. The franchisor supplies the model and support; the franchisee invests capital, runs the local business, follows the agreed standards, and usually pays continuing royalties.

That exchange can accelerate a new operator’s start, but it does not remove business risk. The value lies in a tested identity and a repeatable way of working, while the tradeoff is less local freedom and a continuing financial obligation to the franchisor.

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Here’s What Goes Catastrophically Wrong When You Don’t Follow Your IT Process

IT operations leader presenting a miniature scene of cascading server failure

An IT process is a repeatable set of steps, owners, controls, and evidence used to run and protect technology systems consistently. When people skip those steps often enough, the shortcut can start to feel normal even as risk accumulates underneath it.

That is how an ordinary deployment, access review, backup handoff, or capacity test goes catastrophically wrong and becomes a security breach, data loss event, or outage. The pattern has a name: normalization of deviance. Understanding it is the first step toward building IT processes people can follow under real operating pressure.

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FMEA: How to Prevent the £100m British Airways Catastrophe

Quality leader inspecting an unbranded aircraft systems prototype for failure risks

Failure Mode and Effects Analysis (FMEA) helps a team identify how a process, product, or service could fail, understand the effects, and prioritize preventive action before customers feel the impact.

The 2017 British Airways catastrophe shows why that discipline matters. An early estimate put the potential cost as high as £100 million, while IAG later reported an estimated gross cost of about £80 million. The IT outage disrupted tens of thousands of travelers and exposed how a single failure can travel through an interconnected operation.

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How Asking ‘Why?’ 5 Times Can Potentially Save Your Business (Free 5 Whys Template)

Black-and-white structural process engineer stabilizing a miniature business building foundation

The 5 Whys is a root cause analysis technique that follows a problem through successive “why?” questions until the team reaches an evidence-supported cause it can act on. Five is a useful rule of thumb, not a quota: some investigations stop sooner, while others branch or need a broader method.

This guide explains the technique, walks through a practical example, and shows how to turn the result into a corrective action. You can also use the free Process Street 5 Whys template to record evidence, assign owners, approve countermeasures, and verify that the fix worked.

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Smash the bottleneck – Getting started with documenting systems

Business systems leader opening a constrained valve to smash the operational bottleneck

A business bottleneck is a point where routine work waits for one person’s memory, review, or approval. When every decision has to pass through the owner, control becomes a constraint and the business can only move as fast as that person.

The way out is not to abandon control. It is to replace micro-managing with a clear system: document the work, delegate ownership, and define when the team can act independently. In other words, learn the three habits that remove owner dependency: documenting, delegating, and trusting.

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One-Piece Flow: How It Works, Benefits, and Limits

Industrial process engineer pushing a single-slot transfer cart for one-piece flow

One-piece flow, also called single-piece flow or continuous flow, is a lean production method in which one unit moves from one process step to the next without waiting for a batch. The goal is to reduce work in progress, expose problems early, and shorten lead time while keeping each step synchronized with demand.

A 2013 Toyota Production System redesign for a Food Bank For New York City partner shows the scale of the opportunity. Toyota reported that box-packing time fell from 2.2 minutes to 11 seconds, meal delivery increased from 25 to 450 meals per hour, and truck capacity rose from 864 to 1,260 boxes. Those results came from a complete redesign of layout, box size, packing, and distribution, not from one technique in isolation.

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How (and When) to Automate Your Customer Success Process

Customer success operations leader comparing automated gates with human handoffs in a customer journey machine

A customer success process is the repeatable system a team uses to move customers from kickoff to value, adoption, support, and renewal. The right customer success automation removes routine coordination, captures reliable signals, and prompts the next action. It does not replace discovery, judgment, reassurance, or recovery when a customer needs a person.

A practical rule is simple: automate work that is repeatable, low-risk, and triggered by clear evidence. Keep human ownership where the situation is ambiguous, emotionally important, commercially sensitive, or difficult to reverse. This guide applies that rule across onboarding, data gathering, enablement, follow-up, feedback, support, and renewals.

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