All posts in Case Study

Process Street Helped Leverage Retain Knowledge & Increase Efficiency

leverage nick sonnenberg case study

Leverage is an operations consulting firm that helps teams optimize their processes by introducing them to top workflow management tools. One of these tools is Process Street, which Leverage uses for its own daily recurring tasks.

The company’s CEO and founder, Nick Sonnenberg, even features Process Street in his book Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. He also made an entire YouTube video talking about Process Street’s benefits.

But why is Nick such a strong advocate of Process Street? What has the software done to help him and his team at Leverage? In this article, we will answer these questions by looking at:

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Southport Technology Group Use Process Street to Optimize Onboarding Processes

Southport Technology Group strives to offer affordable services to smaller businesses who don’t have an in-house tech team. 

To do this, the team at Southport Technology Group needs to have lean standard operating procedures to ensure they can meet demand efficiently while keeping costs low.  

In this article, I’m taking you through how the team at Southport Technology Group uses Process Street to optimize their onboarding programs for clients, developers, and employees. 

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Murray Dare Saw 25% Increase in Productivity (& Cut Costs by 18%) with Process Street

case study murray dareMurray Dare is a multi-award-winning marketing consultant based in Norwich, England. With his remote team drawn from across the UK, he delivers first-class marketing strategies, content and processes to a wide range of clients.

The team at Murray Dare use Process Street to streamline their content marketing operations.

Armed with process documentation solutions and process automation, Process Street has empowered Murray Dare to cut costs, increase productivity, improve content quality, improve scalability, and more!

In this case study we’ll look at:

Let’s jump right in!
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ERP Suites Halved Onboarding Time & Saw 5X Fewer Customer Complaints with Process Street

erp suites case study customer success

“Overall, [Process Street has] made a world of difference inside the organization. It’s really helped our quality and keeps our customers happy.” – David Schenz, Director

ERP Suites helps enterprise companies implement scalable IT solutions for secure data, improved response times, and application of industry knowledge & best practices.

The company began its very humble start in 2006 with a few guys in a basement with a vision. By 2017, ERP Suites had grown into an award-winning company known for its IT solutions and innovations.

Currently, they meet the needs of over 250 mid-size organizations within the US and abroad.
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Robbins Estate Law Outperform Competition by 2x (with Process Management)

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Robbins Estate Law is a law firm in the Austin, TX area.

By using Process Street, they have been able to overcome many growing pains that law firms often face, like simplifying long, complex processes, reducing human error, and simplifying the daily recurring tasks.

As a result, their attorneys handle roughly 2x the number of cases for their industry’s average.

Owner Kyle Robbins describes how they achieved this by using Process Street to upgrade their process management methods, letting their business run at scale beyond humble Excel beginnings.

In this Process Street case study, we’ll cover:

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How BentoBox Uses Process Street to Scale Their Business Operations

bentobox scaling business case study

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

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How Payroll Processors Uses Process Street’s Conditional Logic for Client Onboarding

How Payroll Processors Uses Process Street_s Conditional Logic for Client OnboardingEvery company needs HR, but not every company needs an HR department.

For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.

Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.

It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship.
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How Premier Claims Uses Process Street to Efficiently Handle New Claims and Client Intake

How Premier Claims Uses Process Street to Effortlessly Handle New Claims and Client Intake-01 (1)

Premier Claims is a public adjusting firm that secures an average increase on claim payments 700% greater than before their involvement in the negotiation. They represent policyholders and contractors when negotiating fair claim settlements from insurance carriers on property damage. This includes damage from hail, wind, fire, and smoke.

Premier Claims discovered Process Street in July 2020, and have since moved many of their processes to our platform. Process Street has given Premier Claims an easy and elegant means of collecting and securely storing client information.

One such process Premier Claims uses Process Street for is their Claims and Client Intake Workflow. When the Process Street version of this workflow was first beta-tested, the salesperson’s response spoke volumes to the reliefs Process Street brings the Premier Claims team.

[Process Street is]…literally the easiest thing in the world.” – Premier Claims salesperson, Claims and Client intake workflow Demo

Premier Claims wanted to share their positive experience from using Process Street and decided to create a video demo of their Claims and Client Workflow.
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How Mindshare Collaborative Uses Process Street to Help Their Clients Expand and Grow

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Health and wellness experts are experiencing 10x higher profit margins thanks to the strategies offered by the premier community, Mindshare Collaborative.

Mindshare Collaborative was founded by JJ Virgin, a New York Times best-selling author, celebrity nutrition expert, and Fitness Hall of Famer. Virgin started the company to give the information and support needed for health and wellness experts to build a successful brand and grow.

Mindshare has generated over $50 million in book advances and has helped launch more NYT bestselling books, podcasts, summits, and docuseries than any other health group.

Process Street is a vital part of Mindshare’s offering, and we spoke to some of Mindshare’s top clients to find out how we have benefited them.
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Femtech & Wellness Apps: How to Find Product-Market Fit in a Pandemic

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“In the midst of every crisis lies great opportunity.” – A. Einstein

I’ll refrain from attempting to mask something as devastating as the coronavirus with a silver lining. Nonetheless, there’s no denying that while the world goes bust there is one industry that continues to boom: Tech.

Since the first half of 2020, health and fitness app downloads have soared, growing by a whopping 46% worldwide.

What has been the pandemic’s influence on the femtech and wellness app industries? In this Process Street post, I feature an interview with Hélène Guillaume, founder of a femtech platform (Wild.AI), and Reeva Misra, the founder of a wellness app (Walking on Earth).

Wild.AI is a fitness platform that empowers female athletes by providing AI-powered personal trainers that adapt to the user’s needs. Walking on Earth is a wellness app and platform that offers every user access to personalized coaches and treatment plans.

Let’s get started.
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