Every 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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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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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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Content Allies is a B2B podcast production agency that helps companies plan, produce, publish, and promote revenue-focused shows.

We spoke with founder Jake Jorgovan about how the team used Process Street to standardize podcast production, onboard employees, and manage recurring work. At the time of the 2021 interview, Content Allies reported saving $5,000 a month, tripling revenue, and publishing 128 podcast episodes in two and a half months.

LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

• The LA Creative Technologies story: LA Creative Technologies as a management service provider
• The challenge: Client onboarding and offboarding
• The challenge: Project management
• The results: Client onboarding and offboarding
• The results: Project management
• Question time with LA Creative Technologies

Let’s get started.
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PocketSuite is a smartphone-based booking, payment, and client management toolset for solopreneurs, which seeks to empower business owners while streamlining the customer experience via SMS communication.

We spoke to Ilya Ornatov, head of growth marketing at PocketSuite to find out how they use Process Street every day to drive down costs, save time, and grow business.

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NW Maids is a maid and cleaning company based in Seattle, WA with over 600 5-star customer reviews and a dedication to the highest standards.

We spoke with founder Ilya Ornatov about how NW Maids uses Process Street daily to drive success rate, boost lifetime customer value (LCV), and reduce employee errors.

The NW Maids story

It was in 2014 that Ilya set sights on the cleaning business and quit his job as a VP of Sales to focus on making the NW Maids vision a reality.

Business is currently booming, with 10 teams operating across the city of Seattle.

As the company has grown, they’ve managed to overcome various obstacles in their mission to simplify the home cleaning experience.

Let’s look at some of the insights they’ve gained, and problems they’ve solved with Process Street.

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Renegard uses Process Street to enable manual, on-the-ground workers to execute tasks more efficiently and enable their managers to oversee all activity in real-time. They also use process automation to streamline the hiring and onboarding process. We spoke to their CEO, David Martin, about how they are using Process Street, what benefits they are experiencing, and how Renegard sees their usage of the platform progressing in the future.

The Renegard Story

From pickup trucks to boats and large-scale construction equipment, Renegard provides its customers with high-performance protective coating for a range of vehicles.

Ultimately, their mission is to help you get the most out of your vehicle by applying coatings that are guaranteed to protect it from wear and tear as well as more significant damage.

Their two trademarked products, Alphagard and Solargard, are extremely tough coatings that can be used for both interior and exterior applications. They are available in a variety of colors and can be custom color matched.

Given that they apply their coatings to vehicles all across the US, Renegard employs a large number of contractors to perform the manual-intensive work. These individuals need to follow strict processes in order to ensure that coatings are applied in the proper way each and every time.

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A-Team Lending was a California-based mortgage broker with more than a dozen full-time employees and 20 commissioned salespeople. The company hired process consultant Cary Wan to improve its marketing and business systems.

Within the first month, Cary had automated a large part of its HR system. He estimated that the automation avoided at least $30,000 in additional staffing costs that the same work would otherwise require.

The Dodson Property Management case study shows how a Richmond-based operator used Process Street to standardize and track property management workflows across approximately 3,500 rental properties.

In 2018, Dodson used Process Street to coordinate work ranging from recruitment and employee onboarding to tenant operations, maintenance, legal duties, and monthly owner reports. We spoke with Tim Wehner, then Vice President of Single Family Management, about how the team worked. In 2022, Dodson’s single-family, small-multifamily, and association-management divisions joined Evernest and adopted the Evernest name, while the multifamily division joined Atrium. This case study documents Dodson’s operating model at the time of the interview.