All posts in Business Processes

Fleet Management System: Essential Templates for Fleet Managers

fleet management system

In recent years, the rate of commercial fleet driving accidents in the US has increased by about 20%.

The fleet management industry has responded in turn with a re-emphasis on the importance of vehicle and driver safety, chiefly due to the preventable nature of many of these vehicular accidents.

Fleet management systems have grown more and more complex; far beyond the basic cc tracking system of its past.

Today, more vehicle-dependent businesses are implementing these systems to improve the monitoring of their drivers and vehicles, encourage safer driving habits, and facilitate better company-wide transparency.

If your company is managing a large fleet of hundreds or thousands of vehicles, a fleet management system is key to keeping track of everything related to your employees and assets.

Managing your fleet without a system in place inherently leaves room for potential complications and human error, even if your fleet is smaller in size. For example, if a driver gets into an accident, you may run into problems when filing an insurance claim, or it might be difficult to quickly reach your driver to obtain an ETA for a customer.

Fleet management systems are designed to mitigate these potential issues and help strengthen your daily processes, making them more efficient and organized than ever before.

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

Let’s start with the basics.
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How to Handle Workflow Approval (Without the Hassle)

workflow approval

Workflow approvals are a bottleneck of the worst kind.

Projects get delayed waiting for approval, and those reviewing the work spend more time searching for the piece than they do reviewing it.

Professionals take 18 minutes on average to locate a document manually––20% to 40% of their time––and spend 50% of their time searching for information.” – Ashish Deshpande, 50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond

That’s where we here at Process Street come in.

We know how important it is to have an effective method for organizing your workflow approvals. Heck, everything our content team does goes through at least two rounds of review before it goes live.

Check out task five in the following free process template for a snapshot of how we handle workflow approvals with Process Street!

That’s why today we’ll be covering:

Let’s dive right in.
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EAP Program: How to Keep Employees Safe, Secure, and Stable (Free Templates)

EAP Program

There are countless ways employees can be thrown off their A-game – from anxiety to altercations at work, pandemics to problems at home.

But how can employers improve the mental, emotional, and physical well-being of their staff?

By implementing an employee assistance program (EAP).

According to the International Employee Assistance Professionals Association, 97% of U.S. companies with over 5,000 employees already have an EAP program in place. Small and midsize businesses realize the huge benefits of EAP programs too, as 75% of businesses with 250 – 1,000 employees also make use of EAP programs.

Hasn’t your business instigated an EAP program already?

If not, it’s about time you thought about it.

By reading this post, you’ll understand what exactly an EAP program is, the history of it, why it’s beneficial for employers and employees alike, and even gain access to EAP templates created by Process Street. Make your way through the following sections to get clued-up:

If you’re in a rush, here are the links to the free EAP templates:

There’s a lot at stake, so let’s get started with the rest of the post. ⏳

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Simple SOP Format Guide: How to Write Standard Operating Procedures

sop format

One of the most important things you can offer your customers and employees is consistency.

Your customers need consistency in your products and services, your employees need consistency to help them do their job efficiently, and your company needs consistency in order to continuously improve your policies and procedures.

The best way to make sure that you have consistency within your company is by implementing standard operating procedures (SOPs).

Most companies already have SOPs that their employees follow, but they’re either rarely updated, or they’re never even properly documented to begin with.

This is often because writing, reviewing, and regularly updating your SOPs can typically take a lot of time, especially when starting from scratch.

But thankfully, there are ways to make your job a lot easier.

That’s why in this Process Street article, we’ll go over the general guidelines for the SOP format and other ways you can streamline your processes to help you get started building your SOPs.

We’ll be covering:

If you’re simply looking for a SOP format to get started with, then look no further!
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How to Incorporate Security Best Practices Into Your Workflow

security best practices

This is a guest post by Sam Bocetta, a retired engineer and current freelance journalist who specializes in writing about cyber defense, data privacy, and online security.

Cybersecurity is a process, not an event.

Though there are some tools and systems that you can put in place to dramatically improve the security of your workflow, in reality the best way to protect yourself against hackers is to stay constantly vigilant for emerging threats.

For this reason, rigorous cybersecurity practices should be built into your general workflow. They should be an integral part of building a knowledge management system, and integrated into everyday business practices.

One of the most powerful ways of doing this, and one that will also ensure that you don’t miss anything important, is to use checklists to codify daily, weekly, and monthly security tasks.

This system should also clearly indicate responsibility for each task, and specify mitigation steps should any issues be found.

In this article, we’ll cover:

Before specifying the tasks that should be part of your security workflow, let’s look at why having a regular security checklist is so important.
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How Asking ‘Why?’ 5 Times Can Potentially Save Your Business (Free 5 Whys Template)

5 Whys Template

Business-related problems not only crop up constantly, but they can also have massively negative impacts if not resolved promptly.

In fact, problems related to cash flow are why 82% of small businesses fail.

The good news is there’s a nifty way to get to the bottom of roadblocks quickly: 5 Whys.

According to Sakichi Toyoda, the founder of Toyota Industries and inventor of 5 Whys, asking ‘why?’ 5 times can help you get to the root cause of the issue or problem you’re facing.

In this post, you’re going to learn more about the 5 Whys process, why it’s so beneficial, and you’ll even get your hands on a 5 Whys template, courtesy of Process Street.

Read through these sections to get the complete lowdown:

So, why are you waiting around?

It’s time to become a pro at finding out why problems occur!

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The Different Types of Checklist Teams Should Use (& How They’ll Help)

types of checklist

Picture this: You’re on vacation.

(Sounds good already, huh?)

It’s summer. The sun’s shining. You’re on a beach with white sands and an ocean so clear you can see the coral.

You think, “Hey, I wouldn’t mind an ice cream right about now.” So you go to the ice cream kiosk before it closes for the day, choose your flavor of choice, go back to your towel, and eat it.

It’s the best ice cream you’ve ever had.

You want more.

But it’s gone. (And the kiosk is shut, too.)

Your vacation is ruined. R U I N E D.

Sometimes, one of something isn’t enough. Not just when it comes to delicious food, but also concerning more practical things like iPhone charging cables (why are they so flimsy, Apple?!), and of course, checklists.

Having multiple checklists holds you and your team in incredibly good stead when it comes to all kinds of business-related activity, no matter if the team works in marketing, engineering, sales, or customer support.

But don’t take my word for it.

Take the word of the 30+ businesses who’ve offered their insights to the Process Street community regarding the types of checklist they use (and why). Read through the following sections to get the complete lowdown:

Now, forget about that ice cream – there’s work to do!

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Writing Checklists: Tips & Tricks From 15 Thriving Businesses

writing checklists

In 1836, Edward Bulwer-Lytton came up with the adage “the pen is mightier than the sword“.

Bulwer-Lytton was referring to good writing and effective communication being the most powerful tool of all. So powerful that it could win wars.

In business’ modern-day war against tough deadlines, seemingly never-ending workloads, and stiff business competition, Bulwer-Lytton’s adage still rings true.

Particularly when it comes to penning checklists.

Here at Process Street, we’d go far as to say that checklists are something of a secret weapon hidden in plain sight. They maximize productivity, minimize stress and anxiety, and can keep perilous human error at bay.

But the rewards can only be reaped if checklists are well-written.

Not sure how to write checklists properly? Confused whether you’re penning checklists the right way or not?

I’ve got you covered in the following sections where you’ll learn what checklists are used for, why they’re so useful, on top of being given tips and tricks for writing checklists from 15 thriving companies:

Now, it’s time to march onwards!

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How to Use Checklists in the Workplace for Maximum Success

checklists in the workplace

At Process Street, we’re all about checklists. We use them for absolutely everything.

I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint!

Basically, no task is too big nor too small for a checklist.

But it got us thinking – what are the best ways to use checklists to get maximum value from them?

My personal view is that they’re most useful for highly regular recurring tasks, like a sales call or dealing with an IT support ticket.

My reasoning here is that following the checklist gives you incremental benefits, so the more you follow it the more you benefit. Moreover, the more you follow a business process, the more you understand it’s faults and failings, allowing you to make improvements. Therefore, using a checklist to follow a business process for a task which you do multiple times a day will give you the highest efficiency savings and output increases.

This is compounded if you use a tool like Process Street due to its automation potential; you can automate data entry for data gathered during the task, you can trigger another action in another app, or you can automate the approval process for a completed task.

So I think I have a pretty strong case for why the most common actions benefit most from checklists, but that doesn’t necessarily tell us how they can work best for you.

In this article, you’ll look at a few different ways of employing checklists and get great insight and input from across the industry, as part of Process Street’s original research.

Let’s get started.

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What is Fleet Management? The Beginner’s Guide (Free Templates!)

fleet management beginners guide

Fleet management is so much more than simply owning and operating vehicles. It’s a complex interplay of many different factors and optimizations – much like the concept of business process management.

In recent years, more and more tools for fleet management optimization are emerging. Fleet management is changing.

Projected growth of the fleet management industry to about $30 billion by 2022 is largely driven by advances in technology – and the rate at which fleet management companies adopt this emerging technology will largely impact the rate of this projected growth.

And it seems fleet management companies are aware of this.

The National Conference of State Fleet Administrators (NCSFA) recommended in a 2018 survey of 44 state and university fleet participants that fleet management companies begin implementing “robust fleet management policies and procedures” as well as “accelerating the implementation of technology to measure the efficiency and effectiveness of fleet management practices”.

That same survey showed that 38% of repairs and 39% of preventative maintenance work were insourced, on top of the in-house work that is done as part of routine fleet management. Just another incentive to tighten up your processes and streamline all of that manual work with a good, solid process.

In this article, we’ll be looking at how you can use Process Street to implement robust fleet management policies and procedures. I’ll cover:

Let’s start by making sure we’re all on the same page; what exactly is fleet management?
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