CB-Virtual Solutions provides company secretarial and board support services to community banks across Australia’s Bendigo Bank franchise network. These volunteer-led boards manage complex governance and compliance requirements for financial institutions, and CB-Virtual Solutions steps in to provide professional administration, company secretary roles, and compliance management to ensure these community-owned banks operate effectively.

Founder and CEO Bronwyn Meadows Smith grew the firm from her first solo client into a ten-person team serving almost 20 of those boards in three years, every engagement delivered remotely on standardized workflows.

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Tribe Capital is a Silicon Valley-based venture capital firm that leverages data science and technology to invest in high-growth companies, serving a prestigious client base that includes unicorn companies such as Carta, Kraken, and Apollo.io, as well as public pensions and university endowments. The firm has built its reputation on bold investing backed by careful, data-driven execution.

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NC State’s tech transfer office cut compliance risk and recovered about $200,000 in missed intellectual-property licensing fees with Process Street. The Office of Research Commercialization, which includes the Office of Technology Licensing, moves university discoveries into patents, licenses, and commercial products across NC State’s $717 million research enterprise. Nicholas LeBlanc, Assistant Director of Operations and Strategy, oversees data integrity, technology transfer workflows, federal compliance, reporting, and operational automation.

The office manages invention disclosures, license negotiations, intellectual property compliance, federal Bayh-Dole reporting, and long-term royalty obligations. Bayh-Dole requirements carry firm reporting and recordkeeping duties. Noncompliance can violate award terms and, in serious cases, put rights in a federally funded invention at risk.

Planning Pros is a New Zealand financial advisory firm navigating strict regulatory demands across client applications, claims, month-end checks, and reporting. Manual work made it harder to keep every file complete and every handoff consistent across a remote team.

Using Process Street for compliance workflow automation, Planning Pros cuts compliance time and reports reducing client onboarding by roughly 80%, saving more than $20,000 annually, and shrinking year-end compliance reporting from days to five minutes. The customer story shows how required steps, automations, audit trails, and asynchronous handoffs can turn financial compliance into repeatable execution.

Most companies separate compliance and operations.

Policies are written, stored, and reviewed on one side. Work gets executed, tracked, and reported on another.

Audits arrive later, scrambling to connect the two.

That separation is costly. It creates missed steps, inconsistent execution, and regulatory exposure. The distance between “what should happen” and “what actually happens” is where risk lives.

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Elite Business Ventures (EBV) is a workplace safety and compliance company behind brands including OSHA4Less and PosterElite. At the time of this transformation, EBV had more than 65 employees and millions in annual revenue.

Paul Abel used Process Street to turn undocumented work into controlled workflows. He reported that he cut headcount by 75%, quadrupled revenue, and scaled compliance while saving $1 million in Year 1 and improving traceability across compliance-heavy operations.