Elite Business Ventures (EBV) was a high-volume compliance and safety solutions provider with over 65 employees and millions in annual revenue. Known for brands like OSHA4Less, EBV served tens of thousands of customers in regulated industries across the United States.
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Christian Marketing Case Study: 54% Higher Email Engagement & 150% More Event Attendees
At Teach 4 the Heart, a fast-growing professional development provider for Christian educators, scaling operations meant finding a better way to manage daily tasks, email campaigns, and large-scale events like the Rise Up Summit.
The team was outgrowing Trello. Marketing performance had plateaued. And coordinating external sponsors and team members felt increasingly chaotic. Continue Reading
Avon Healthcare Slashed Admin Delays by 30%
In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows. Avon Healthcare Limited, a leading health maintenance organization in Nigeria, faced these same bottlenecks until they adopted Process Street. Continue Reading
Calderys’ Blueprint for Faster, Smarter Global SAP Workflows
Calderys, a global leader in high-temperature refractory solutions, supplies critical materials to industries like steel, cement, and petrochemicals. With operations across Europe, the Americas, and Asia—including the UAE—the company supports extreme industrial environments with tailored, high-performance products.
But as Calderys expanded globally, managing workflows across continents became slow, siloed, and manual. Teams re-entered data across disconnected systems like SAP, leading to errors, delays, and duplicate work. Leadership struggled to track progress, identify bottlenecks, or get reliable reports. Visibility was limited. Accountability was unclear. Decisions were based on lagging, inconsistent data.
To fix this, Calderys needed a system to automate tasks, sync critical data between platforms like SAP and Salesforce, and give leadership real-time insight into performance to operate at scale.
CRMs Failed Them, So Atlas Fiduciary Automated Their Way to Success
In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients. However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading
From 1 Week to 1 Day: 1818 Venture Capital’s New Spin on Intern Onboarding
Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach. Continue Reading
How Salesforce & Process Street Nailed Client Onboarding at Scale
Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.
Procurement Compliance Made Easy for Canadian Government
A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the department transformed its procurement operations, establishing a blueprint for government-wide adoption.
Continue ReadingHow Hustle Fund Saves $150,000/year with Process Street
How Hustle Fund Mastered Operational Efficiency
Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across various industries, including Webflow, Boom Supersonic & NerdWallet.
When Hustle Fund crossed 150 investments, they faced a pivotal moment: scaling their operations without ballooning costs or risking compliance mishaps. Relying on manual processes for deal tracking, compliance, and audits wasn’t just inefficient—it was unsustainable. They needed a solution to manage their growing complexity and found it in Process Street, a project management platform purpose-built for venture capital firms. The results were transformative.
How Acuity Improved Operational Efficiency with Process Street
Acuity stands out by providing top-tier services for eCommerce businesses.
To maintain their edge, they needed a robust solution that could streamline complex processes, standardize operations, and support rapid scaling.
This vision became a reality with Process Street.
Patti Scharf, Acuity’s Chief Process Officer, first started using Process Street with her company Catching Clouds, a smaller team of 30 people who later merged with Acuity.
A key selling point was Process Street’s integration with Zapier.
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