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.
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.
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 And 30–40% of treatment delays can be traced back to outdated, manual workflows.
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.
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
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
Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.
We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.
Before we jump into Alarca’s story, check out the webinar video below. It’s a great resource for learning about how you can use Process Street to bolster your property management-related workflows, just like Alarca!
Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.
Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.
For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.
As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.
Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.
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.
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.
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.
