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.

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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.

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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.

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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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