Checklists – Process Street

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8 IT Security Processes to Protect and Manage Company Data

IT security templatesAccording to the Computer Crime and Intellectual Property Section (CCIPS) more than 4,000 ransomware attacks have occurred every day since the beginning of 2016.

This represents a 300% increase on 2015.

Cybercrime is on the rise and it will continue. In May 2017 the British National Health Service was in crisis after an attack stole extensive patient data and held the NHS systems hostage.

However, this attack like many others was not just down to elite hackers breaking through technological walls. Like most attacks, the root cause was human error. The NHS had not updated its Windows XP after security patches stopped being released.

There was no process in place to keep the system secure.

That is why we have created this Process Street IT security processes pack to help you monitor and protect your organization’s important data.

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Every Free Estimate Template You Need (The 14 Best Templates)

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Bidding for jobs can be cutthroat.

Not only do you have to create an accurate estimate of how much everything will cost, but you have to do so as quickly as possible to have the best chance of securing the customer.

You don’t want to waste time filling out forms when you could be working, but any mistakes can severely damage your chances of getting the sale (if the estimate is too high) or even ruin your reputation (if the estimate is too low).

That’s why we here at Process Street have created and gathered these 14 free estimate templates.

Instead of having to create your own job estimate form, all you have to do is look through the templates below and see which one you like best. All serve the purpose of giving your clients a professional job estimate document, but allowing you to just fill in basic details instead of creating each document from the ground up.

Just head for one of the following sections and make your pick:

  • General free estimate templates
  • Microsoft Word job estimate templates
  • Microsoft Excel estimate templates
  • PDF estimate templates

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8 Logistics Management Processes to Perfect Your Supply Chain

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No matter what kind of business you’re in, if you have a supply chain then it’s vital that you have a system of logistics management processes to guide how that chain runs.

Without set, trackable methods for ordering and managing stock, fulfilling customer orders, inspecting your facilities and so on, you’re leaving the success of your business (and the level of waste) up to random human error.

One participant described a customer who used air freight for items that went into long-term inventory. Another recounted how individuals ordered 100 units of a product which they had not even used 30 units of in the previous year. Uncoordinated buying led to different groups in the same facility paying different prices for the same goods and ordering uneconomically small quantities.” – MIT Center for Transportation and LogisticsA Sickly Supply Chain

To stop this kind of inefficiency and needless waste, we here at Process Street have created these 8 free logistics management templates.

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8 Electrical Inspection Checklists to Keep Your Workspaces Safe

Electrical_Inspection_Checklist_headerAccording to the U.S. Bureau of Labor Statistics there were 32,000 dedicated electrical inspectors in the workforce in 2014.

That’s a good number of electrical inspectors and a great deal more electrical inspections!

Yet, much electrical inspection work is still being done with pen and paper, creating mountains of paperwork and making effective sharing of information difficult.

That’s why we’ve created this Process Street electrical inspection checklists process-pack.

We want to make sure the inspectors using our platform can make the most of the software to speed up their processes, record and compile information more easily, automatically generate reports, and ultimately keep making the world a safer space.
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7 Construction Templates to Improve Processes, Standards, and Client Relations

Construction_Template_Pack_Header-08Within the construction industry, the need to follow well-documented processes is high!

Maybe you need to use processes to make sure project management techniques are being followed correctly? Maybe you want to make sure all industry safety standards are being adhered to and followed as best as possible?

Or maybe you just want to make your clients as happy as possible and know that effective process management will achieve that end?

Whatever your reason for wanting to implement processes within your business, we’re pretty sure we can help.

This is why we’ve constructed this template pack to demonstrate the wide-ranging potential of Process Street in dealing with and managing these use cases. From reporting to clients to guaranteeing safety on site, the automatic recording of results with the ease of reporting through our checklist structure will help boost your efficiency and let you hit your targets.

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7 Essential Design Processes & Checklists (UX, Web Design, Branding…)

7 Design Processes Checklists Design is one of those tricky areas of business which some people seem innately good at and others are terrible.

But effective design is crucial to business success.

Here are two key statistics from Adobe which demonstrate how vital design is for your business:

  • Design-driven companies have outperformed the S&P Index by 219% over 10 years
  • Companies that foster creativity enjoy 1.5x greater market share

In the modern digital arena, customers and users expect excellent design and usability more than ever. Poorly designed websites will put customers off or fail to convert those customers who see past the poor layout. Design thinking is business thinking.

Think of any marketing campaign you’ve run. The choice of the images, the font, the location of your call to action are all defined by thinking in terms of design.

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8 Example Processes to Guarantee Consistency in Your Business

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“Imitation is the sincerest [form] of flattery” – Charles Caleb Colton

There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.

Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.

After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.

To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:

  • Scheduling a recurring daily routine
  • Tracking your employee onboarding
  • Surveying your email list or clients
  • Automatically managing customer data in Salesforce

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How to Run Business Meetings That Aren’t a Useless Waste of Time

How to run a business meeting with Process Street
According to Atlassian, unnecessary meetings cost the US economy $37b a year in wasted salary costs.

In fact, per the same study, half of all meetings are considered “wasted time”.

What differentiates a successful meeting from a failed one? How do we make sure our meetings are consistently successful?

In this article, we’ll discuss the fundamentals of how to run a successful meeting; the 7 key steps advocated by MIT professor Neal Hartman.

And we’ll share with you our internal method for running meetings in a structured manner with Process Street.

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17 Checklists for Life to Ring in the New Year

Checklists for Life

Organize Your Adventures With Process Street

The new year is bearing down upon us.

With it, resolutions and promises of personal change will fill our newsfeeds.

“This is the year I’m going to really hit the gym!”

“Committed to curbing my spending this year. No wasting my money on silly things!”

“Decided I’m going to travel the world at some point this year #goals #YOLO”

We can laugh at others, but we’re all guilty of it.

Despite all the promises made for New Year’s resolutions, the vast majority of us will fail to stick to our commitments – only 8% report being successful! Why is this?

It depends on each individual, but New Year gives us a time for reflection – a momentary pause in the hustle and bustle of our everyday lives. Those revelations found in that temporary calm can get lost when real life kicks back in.

You stop thinking about the promises you made and begin to settle back into your normal routine. To break that routine, something structured and goal driven is needed – something which pierces your existing schedule.

This is why we at Process Street have developed these checklists for life.

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11 Checklists to Optimize Your Accounting Processes

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Accounting Processes From Invoicing to Reporting

Businesses of all sizes have to deal with accounting and it can be a bit difficult if you’re new to it.

Without an effective accounts receivable process, you risk losing out on valuable revenue.

If you don’t put a process in place for your accounts payable then you could be facing late payment charges or even opening up space for fraud.

Accounting is vital to the health of a business and too many companies overlook it. In the UK, the Association of Accounting Technicians revealed that SMEs were “leaking” £2.9bn every year through poor accounting practices.

This is why we’ve created 11 checklists to guide you through your accounting processes.

Using the Checklists

You don’t need to be a CPA to create a balance sheet or an invoice. Our checklists enable anyone to perform accounting activities, and as you go through you’ll see the different steps explained where necessary. This way, you know what you’re doing and why you’re doing it.

With these Process Street checklists you’ll see how you can integrate Process Street with Zapier and Quickbooks to automate accounting processes, saving you time and money.

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