Global Ag Input Solutions uses Process Street to help direct operations and connect team members out in the field with those in the office. We sat down with Vicki Riendeau to learn how they employ Process Street’s checklists in their business.

The Global Ag Input Solutions story

Global Ag Input Solutions is a subsidiary of Global Ag Risk Solutions, an insurance company which primarily operates in Canada and is moving further into the US market.

It was identified that customers needed more than just insurance products and would benefit from lending opportunities. As such, Global Ag Input Solutions was established to provide a unique, convenient and flexible Input Financing Program that puts producers in control.

Global Ag Input Solutions is a growing company with an innovative approach in the industry, but how does the team keep on track day to day?

Global Ag Input Solutions uses Process Street for:

• Internal communication
• Sales
• Finance
• Approvals

The team has benefited from implementing Process Street by:

• Streamlining internal communications
• Managing the sales process end to end
• Centralizing information
• Providing clarity about what work needs to be done

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At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery.

Avion Wealth is a Texas-based fiduciary wealth management firm that specializes in personalized financial planning and investment management for high-net-worth individuals, business owners, and executives. Founded in 2005, the firm has earned a strong reputation for delivering customized strategies that support long-term financial growth, tax efficiency, and wealth preservation. Avion Wealth offers comprehensive services including retirement planning, investment consulting, tax optimization, and estate planning. They also serve niche segments such as airline pilots and energy industry professionals with deep expertise in pension and benefit planning. With over $800 million in assets under management, the firm is recognized for its disciplined approach, client-first mindset, and operational excellence. Recent digital transformations have enabled Avion Wealth to streamline client onboarding, enhance compliance visibility, and scale its services with greater efficiency and transparency, further reinforcing its leadership in the financial services sector.

The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus. 

However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management.

Alana Wells, Chief Operating Officer joined the company in April 2024.

In this case study, we’re going to cover:

• Challenges faced by Avion Wealth & How Process Street assisted
• How Process Street transformed Avion Wealth’s operations
• Benefits gained by implementing Process Street
• Key uses of Process Street at Avion Wealth
• Results: How Process Street empowered Avion Wealth

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Professional Fulfilment Services (Pro FS)  is a smart, fulfilment business based in the UK, helping SMEs fulfil their orders and scale their businesses around the globe. 

When Carinda Hindry first joined the company as Head of Admin, she was faced with files full of paper records, documenting historic and ongoing HR details for the company’s ~50 employees. The paper-oriented system was cumbersome, inefficient, and a major roadblock to effective administration, particularly in an industry characterised by high staff turnover and the need for rapid flexibility and scalability of its workforce

In this case study, we’re breaking down how Pro FS used Process Street to reduce on-site training time by 50%. 

• Looking at Professional Fulfilment Services (Pro FS)
• Pro FS uses Process Street for:
• Benefits gained by implementing Process Street
• Challenges faced by Pro FS (& how Process Street assisted)
• Results: How Process Street empowered Pro FS’s efficient onboarding and training

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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.

In this case study, we’re going to cover:

• Benefits gained by implementing Process Street
• Challenges faced by Acuity & how Process Street assisted
• Results: How Process Street transformed Acuity’s operations

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Raw Capital Partners faced multifaceted challenges in their pursuit of operational excellence. 

At Raw Capital Partners, the demands of mortgage documentation and due diligence are critical challenges due to regulatory compliance requirements. 

From ensuring compliance in mortgage handling to streamlining employee onboarding, Raw Capital needed a solution that could effectively address these needs.

They wanted a solution that could guarantee accuracy and consistency in all operations.

This is where Process Street stepped in, offering tailored solutions to improve compliance and optimized their approach to operations.

Here’s a breakdown of the story:

• Why Raw Capital Partners uses Process Street
• Benefits gained by implementing Process Street
• Challenges faced and how Process Street assisted
• How Process Street empowered Raw Capital to scale operations efficiently
• Harnessing innovation for growth with Process Street

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Zonos is a software company headquartered in St. George, Utah, whose software allows businesses to automate the complexities of international e-commerce. This includes automating the calculation, collection, and remittance of duties and taxes.

The software company makes it easy for international shoppers to make purchases on websites with language and currency localization and the ability to prepay duties and taxes. Zonos also automates cross-border compliance and HS code generation.

Although the company strived to improve their customers’ international shopping experience, they faced challenges when getting these clients up and running with their software. Especially those with complex software integrations that varied in requirements. 

The previous system Zonos used for their customer onboarding was clunky and lacked the flexibility they needed, making the experience cumbersome and inefficient. This prompted Zonos to seek a more dynamic and user-friendly solution. That solution turned out to be Process Street.

In this case study, we’re covering:

• Challenges faced by Zonos 
• Benefits gained by implementing Process Street
• Results: How Process Street transformed Zonos’ onboarding process
• Zonos achieved continuous improvement with Process Street

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Colliers is a global commercial real estate company that helps its clients select corporate real estate, manage lease renewals, and handle portfolio strategies.

It’s a massive operation that requires an intense amount of organization and transparency to deliver the best services for its clients. One of the ways it accomplishes this is by using Process Street.

But how did Colliers come to use Process Street? And how has it helped transform its operations? We will answer those questions and more in this case study.

We’ll cover:

• The challenge
• The solution
• The results

If you want to learn more about how Process Street has helped Colliers, check out our video about it below:

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Join us as we take a closer look at the success story of Kelli Segretto of K Segretto Consulting, a leading Property Management Consulting business.

In this partner spotlight, we will explore how the strategic integration of the Solutions Partners program has played a crucial role in driving K Segretto Consulting and her clients to new heights of success. 

You will discover how Kelli leverages the power of Process Street to create customized workflows, setting a new standard in property management consulting.

Learn how Kelli leverages the Solutions Partners program to grow her own consultancy, along with fun facts about her personally and the workflows that have brought her the most joy.

• The scoop with Kelli’s process management consulting company
• What Kelli loves most about the work she does as a Solutions Partner
• The most fulfilling workflow Kelli has built for a client
• What Kelli does when she’s not building workflow
• What else makes Kelli tick? 

Wodify is a long time customer of Process Street that uses the platform to streamline their employee onboarding and power their customer success program. We spoke to their Product Manager Elli Rego about how they use Process Street in their business.

The Wodify Story

Fitness requires motivation and dedication, both of which are driven by competition and human connection. Thus, gyms need to connect with their members to survive.

Wodify gives gyms the platform they need to do just that.

Wodify Core is a gym management platform that lets owners and coaches quickly deal with their admin to focus on getting the best out of their members.

Schedules can be created and edited on the fly, member attendance is tracked and automatically billed, and everyone’s performance can be monitored and referenced to show just how well their workouts are going.

Competitions can be set up and easily managed with Wodify Arena, letting the fitness community push itself to train harder while live scoring keeps the results tense.

Gyms and their members are performance-driven by nature, and Wodify works to let their customers focus on just that.

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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:

• The challenge
• The solution 
• The result 

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