All posts in Business Processes

EAP Program: How to Keep Employees Safe, Secure, and Stable (Free Templates)

Employee wellbeing coordinator presenting a private counseling booth for an EAP program

An employee assistance program (EAP) is an employer-sponsored service that gives employees confidential access to assessment, short-term support, referrals, and follow-up for personal or work-related problems that may affect their wellbeing or job performance.

A well-designed EAP program can help people respond to stress, burnout, work anxiety, bereavement, substance use, family pressures, financial concerns, and critical incidents. It can also give managers a safer route for connecting employees with qualified support. The exact services, hours, eligibility rules, costs, and confidentiality limits vary by provider, plan, location, and law.

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14 Top SaaS Companies Reveal Their Customer Success Process

Customer success manager turning a customer health gauge toward green on a renewal dashboard panel

Customer Success is no longer a scrappy afterthought bolted onto a SaaS sales team. It is a full discipline with dedicated leadership, purpose-built tooling, and a direct line to revenue. The job is deceptively simple: make sure paying customers actually get the outcome they signed up for. The execution is anything but.

To find out what that execution looks like in practice, we went straight to the source and asked Customer Success leaders at SaaS companies one question: What is your customer success process? Their answers reveal a surprisingly consistent playbook underneath the surface-level variation.

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Emoji Aren’t Just For Fun: Using Emoji in Business Documents

Operations manager using an emoji stamp wheel to organize business documents

Emoji aren’t just for fun. Using emoji in business documents means pairing familiar visual symbols with plain-text labels so readers can scan ownership, task type, timing, and status faster. In a procedure, policy, checklist, or recurring workflow, the symbol acts as a visual cue. The text beside it supplies the precise meaning.

That combination matters. Research on how people scan web content supports clear visual structure, while research on cognitive fluency shows that easier processing can influence judgments. Emoji can help with scanning, but they should never replace an instruction, owner name, due date, or status label.

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The Best Workflow Management Software: Everything You Need to Know

Workflow operations lead routing tasks through a workflow management control board

Workflow management software is a system that gives teams one place to define recurring work, assign ownership, route approvals, automate handoffs, and track whether every required step happened. The right system turns a process from a document people are expected to remember into work that runs with control and produces proof.

This guide explains the essential features, benefits, use cases, selection criteria, implementation steps, and automation patterns behind modern workflow software. It also shows how Process Street compares with Qntrl and adjacent tools, and links to a broader review of the best workflow management tools for buyers who need a wider shortlist.

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DFSS: How Design For Six Sigma can Supercharge Your Business

Quality design engineer presenting a five-stage turbocharger prototype for Design for Six Sigma

Design for Six Sigma (DFSS) is a methodology for designing or fundamentally redesigning products, services, and processes so customer requirements and defect prevention are built in before launch. Applied well, Design for Six Sigma can supercharge your business by preventing costly design failures before they reach full operation.

DFSS is the umbrella approach. DMADV, Define, Measure, Analyze, Design, Verify, is one of its most common phase models. Use it when you are creating something new or overhauling a design. Use DMAIC when you need to improve an existing process with measurable performance data.

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Designing Efficient Processes with Andrew Schrage of Money Crashers

Digital publishing operations leader presenting a five-stage business process flow

Efficient process design is the practice of defining a goal, mapping the sequence of work, assigning the right resources, testing the flow, and keeping the documentation current.

Andrew Schrage is CEO and co-founder of Money Crashers, a personal finance publication. In this interview, originally conducted in 2014, he explains how his team designs and documents repeatable business processes.

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8 Nintex Alternatives to Systemize Your Workflows Better This Year

Operations architect comparing eight Nintex alternatives for workflow automation

Nintex alternatives are workflow, process-mapping, integration, documentation, and low-code platforms that replace the part of Nintex a team actually uses. The right choice depends on whether you need recurring operational workflows, SharePoint automation, process mapping, app-to-app automation, procedure documentation, request management, or complex enterprise orchestration.

Nintex is a broad workflow automation platform with forms, approvals, document generation, robotic process automation, process intelligence, and enterprise workflow orchestration. That breadth is useful, but it can be more platform than many teams need.

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DECIDE: A Decision Making Process for Intelligent Decisions

Operations leader weighing alternatives with a decision balance scale

The DECIDE model is a six-step decision-making process for defining a problem, setting criteria, comparing alternatives, acting on a choice, and evaluating the result.

Decisions can fail in two directions. We can choose too quickly because a shortcut or bias hides relevant evidence, or wait too long because every alternative creates another question. DECIDE provides a structured middle path for personal and business decisions.

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Conquer Process Improvement With These 9 Lean Six Sigma Tools

Quality engineer presenting a three-stage inspection rig for Lean Six Sigma tools

Lean management, Six Sigma, and Lean Six Sigma all walk into a bar. Lean orders a Scotch. Six Sigma orders bourbon. Lean Six Sigma orders a hot toddy. The bartender says, “So that will be a whisky, a whiskey, and a bit of both.”

The joke works because the methods are related, but they are not identical. Lean removes waste, Six Sigma reduces defects and variation, and Lean Six Sigma combines both goals. This guide maps nine practical Six Sigma tools and techniques to the Define, Measure, Analyze, Improve, and Control stages of the DMAIC framework.

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Compliance Audit: What It Is, How to Prepare, and Why You Should Care

Compliance auditor holding an embossed verification seal

“Quis custodiet ipsos custodes? (Who watches the watchmen?)” – Decimus Junius Juvenalis (Juvenal), Roman satiric poet

A compliance audit tests whether an organization follows the laws, regulations, standards, contracts, and internal controls that apply to its work. The audit does more than ask whether a policy exists. It looks for evidence that the policy is current, assigned, understood, and followed in practice.

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