Before we dive into the world of ISO audits, if you’re savvy on ISO audits and are just here for a complete, actionable, and totally free ISO 9004:2018 self-audit checklist, you can grab that here:

Otherwise, read on.

What is an ISO audit?

An audit in the context of ISO standards is the process of making sure a certain business system or feature, whether a process itself, a quality management or business process management system, or a product, is compliant to certain requirements.

The requirements by which the compliance of an organization are assessed could be defined by certain ISO family standards, or they could reflect the need to analyze certain performance indicators or business needs.

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Marie Kondo has been a bit of a Netflix phenomenon.

For those not familiar, she ventures into untidy cluttered homes and encourages people to get rid of the things they don’t need.

It’s a pretty simple base concept, in all honesty.

But the show has caught on thanks to a cutesy approach of seeing deeper meaning behind the art of decluttering.

Does this bring me joy?

… is the question Kondo forces her subjects to ask.

Sparking joy is a central theme of the Kondo approach, and this cleverly takes the workplace concept of 5s and resituates it within the home.

In this Process Street article, we’ll explore:

• What is 5S?
• What can we learn from Marie Kondo’s interpretation of 5S?
• How does 5S fit into other workplace concepts?
• How can you implement 5S into your business?

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This is not just another blog post on workflow software, describing what it is and why it’s important.

Nevertheless, I will quickly mention for those of you who doubt its importance, that the global market size of workflow management systems is estimated to grow at a staggering rate of 23% from 2016 to 2021, shooting up in value from $3.5 billion to just under $10 billion.

In short, it has already begun to establish itself as a key competitive battleground for years to come.

The intent of this post is to provide a comprehensive evaluation of the purpose and use of workflow software, its application in various industries, the role of automation, methods for continuous improvement, and top tips for getting started in a fast, high-impact fashion.

It’s long, it’s heavy, it’s everything you need to know.

Ultimately, I am aiming to provide a practical guide to help you get the most out of the software you use for workflow management.

If you don’t currently use software to manage your workflows, then you must be at least considering it, otherwise you wouldn’t be spending valuable minutes of your day reading this.

In any case, skim through, extract any nuggets of information you find useful, think about your internal business processes and how getting started could improve your team’s productivity and forward strategic goals. It really is surprisingly easy (and affordable) to get the ball rolling.

The goal of this post is to provide you with clear information you need to:

• Understand what workflow software is, how it works and key features
• Evaluate whether or not you need workflow software right now
• Understand the benefits of utilizing workflow software
• Know how you can get started quickly and with minimal stress
• Implement workflows effectively with a 5-step process
• Have a solid understanding of how to set up automation for even greater efficiency
• Set yourself up to achieve both short-term and long-term strategic goals

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I got bitten by a dog recently, and, funnily enough, it gave me the idea for this article.

The dog wasn’t at fault; it was the process that led to me having to get 5 vaccines over the course of a month, wherein my only major complaint was the way patient records were kept and processed at the hospital I went to.

You know how frustrating it is to deal with a business with inefficient, ineffective processes?

Every single time, I had to fill out my name and address again in some tattered paper version of a spreadsheet that got shoved in a filing cabinet. After I’d gone to do that, they were able to confirm that I needed injection 3 because of the paper ‘injection passport’ I got given, and I was sent to pay for this particular session before coming back to queue up again.

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What do Three Mile Island, the Hubble Telescope, and the Ford Pinto have in common?

They all had fatal flaws caused by their substandard quality management systems.

While most failures that could be solved with a thorough QMS don’t result in a combined $3.9 billion in damages and 180 deaths, it’s impossible to argue that such a system couldn’t also bring massive benefits to your own business.

To name but a few, these effects include:

• ISO compliant
• Being more productive
• Becoming more efficient
• Reducing employee turnover
• Systems for measuring and tracking successes and failures
• Better customer loyalty
• Not causing a nuclear meltdown

Sadly, quality management system explanations tend to come with a lot of jargon and dry text. That’s why we here at Process Street bring you this guide on how to create and implement one.

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“We’re here for YOU“, the sign in front of me mocked as I waited my 22nd minute in line at the local store. We could all hear the staff chatting in a back room (a team-wide “lunch break”), discussing the weather while the rest of us silently fumed.

It’s horrible when a business doesn’t put their customers first.

That’s the problem that an omnichannel approach is designed to solve.

Following up from Whitney Blankenship‘s post about omnichannel marketing in e-commerce, we here at Process Street decided to tackle the subject as a whole and show what it means to be an omnichannel business in action.

From theme parks to banks, we’ve got a little of everything. Before all that though, there’s something we need to get straight…

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Whether the number of possible business processes is finite or infinite is debatable. Needless to say, there are a lot.

You can start with a broad, complex discipline like operations, mapping out the general, high-level process, and go on to create a vast amount of sub-processes that fall under the same area.

How granular you go is really up to you, and depends on what is most suitable for the way you conduct business.

There are, however, a number of processes that are absolutely essential to efficiently running any kind of business, regardless of size, industry, or location.

Processes that, without clear documentation and management, will cause bottlenecks that stifle growth or at worst, force an organization to close its doors.

In this post, we’re going to be looking at what we, here at Process Street, have identified as the top 10 business processes that you should care about and focus on continuously optimizing.

These are the big dogs. The greatest hits.

Each process will be paired with at least one fully customizable template that will help you get started or evaluate and refine your current processes depending on what stage you are at in mapping out and implementing your own.

My hope is that you will not only extract valuable insight from this article, but also find ways to apply the templates that have been provided in a way that is practical and useful for your team or organization as a whole.

Let’s get into it.

Oh, and bear in mind, these are in no particular order.

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When creating content, it’s easy to think you should just make it and publish it. Simple.

But your content will not be highly effective if that’s your outlook – even if the substance of your content is brilliant!

Creating content – blogs, infographics, videos, podcasts – creates an opportunity for you to connect with your audience and to engage with a new audience. There is significant value which can be unearthed through an effective content strategy.

One of the simplest ways to improve your approach is to implement a documented content creation workflow.

It may increase the time you spend on a single piece of content or decrease it depending on your current process, but it could also prove to boost the effectiveness of your content by huge margins.

A blog post which is optimized for Google can bring you hundreds or thousands of hits every month. A post which is not optimized may be read by 10% of your email list and then disappear into the void.

Beyond the very real benefit of a good workflow improving the content, a solid team workflow can boost your overall output and practically run your content team itself.

Since implementing our new content creation workflow we jumped from 20k weekly visits from Google to 75k. In the space of 1 year. The new workflow has given us the consistency to keep breaking those numbers.

In this Process Street post, I’m going to explain to you:

• What our content creation workflow looked like when we had a small team
• What our scaled up content creation workflow looks like now
• How you can build a content creation workflow like ours
• The Process Street templates you can use to structure your new workflows

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Process mapping is a useful tool for what can be summed up as “seeing the big picture and little pictures at the same time”.

That may sound silly to you, but that’s really what it is.

The primary benefit achieved from mapping out your business processes is that you can accurately evaluate each of the steps needed to complete a certain workflow, while understanding exactly how each of them interacts with one another and contributes to the process as a whole.

This ability to evaluate all aspects of a process helps managers identify constraints, opportunities for improvement, and formulate strategies to implement changes without disrupting day-to-day work.

But how do you go about ensuring that the time and effort you put into constructing these maps translates into improved performance?

That’s the question we’ll be tackling in this post.

Before doing so, however, we must acknowledge that there is a huge range of complexity when it comes to methods for process mapping. If you are a small organization it can be as simple as drawing it out on a whiteboard, whereas enterprises use sophisticated mapping software tools like Appian and Lucidchart.

This point regarding complexity and different kinds of process maps leads us to another important sub-topic that needs to be addressed early on – the difference between process mapping and process modeling.

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On September 23, 1999, NASA’s $193 million Mars Climate Orbiter was obliterated 57km above the surface of Mars.

What caused such a catastrophic event? Badly implemented processes.

“The problem here was not the error; it was the failure of NASA’s systems engineering, and the checks and balances in our processes, to detect the error. That’s why we lost the spacecraft.”
—Edward Weiler, NASA associate administrator for space science

Despite all of NASA’s precautions, preparatory research and technical developments, the deviation from standard procedure for making sure their units were consistently imperial or metric was what resulted in the disastrous calculation error responsible for the loss of the Mars Climate Orbiter, and in turn huge amounts of time, money, and material resources.

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