Document Management – Process Street

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8 Nintex Alternatives to Systemize Your Workflows Better This Year

nintex alternatives

Those of us in the workflow game know Nintex is one of the big tools available on the market.

Their advanced software is great for plotting out complex workflows, running intricate automations, and integrating tightly and natively with other large corporate tools.

But that’s what it is: corporate.

It’s heavy and less agile than many of its competitors, with a restrictive price tag which puts it squarely into the enterprise market.

The Nintex light-version, which comes in at a more reasonable price point, simply doesn’t compete with the other tools that target the small-to-medium business space. It has less features and less functionality than many of the newer and more innovative up-and-comers.

In this Process Street article, we’re going to tackle that niche. What are better examples of workflow software for a small to medium sized enterprise, without missing out on complex functionality?

Let’s take a look.

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The 9 Best Organizational Tools to Bring Order to Chaos

Organizational Tools

Documented processes don’t just save you time, money, and give a consistent method for your team to follow. They make everything you do more reliable and efficient, even increasing project success rate by 70%.

Unfortunately, getting started is the hardest part. Whether you don’t feel like you have time to set up your management system or just don’t know what to use for your needs, it’s difficult to get over the initial learning curve.

That’s why I’m going to outline the 9 organizational tools you can use to get started right now.

From their pros and cons and best use guidelines to general tips on what to do with your organizational tools, this post will cover:

  • Process Street
  • Office 365 (Microsoft Word and Excel)
  • Trello
  • Airtable
  • Google Suite (Google Docs, Google Sheets, and Google Drive)
  • Zapier
  • …and 4 process management techniques to get you started

It’s time to learn what organizational tools you need to manage your processes, and how to use them.

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How to Create a Style Guide to Improve Business Consistency (with 8 Examples)

To understand the value of a style guide, you should first try working without one.

You’d get the wrong blue on your logo, jarring copy, and code that can only be maintained by a lone developer.

Writers, editors, programmers, engineers, social media managers, and support agents all need an indication of how their company wants to work, so they can ensure consistency.

The number one goal of a style guide is consistency.

Inconsistency weakens your brand image, makes your company look unprofessional, and hurts conversion rate and revenue. Once you’ve settled on your brand voice and style, the style guide is the document that enforces those values.

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17 BPM Statistics to Help You Increase Efficiency in Your Business

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Business process management (BPM for short) gets a bad wrap. Some consider it industry jargon, others an ineffective management “hack”, and almost all see it as boring.

However, there is no better way to increase efficiency and consistency in your business than by managing your processes effectively. To prove it, this post will dive into 17 BPM statistics to show:

  • The growing trend of using BPM software
  • How common (and important) documented processes are
  • The importance and benefits of processes
  • The dangers of not managing processes
  • Why everyone in your company needs to be involved with your processes

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20 Free SOP Templates to Make Recording Processes Quick and Painless

Every SOP Template You'll Ever Need headerWriting standard operating procedures is a cumbersome task but a serious requirement for businesses the world over.

In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. This can help you clinch major clients and demonstrate your professionalism.

However, when you’re starting out with your first SOPs it can be difficult to know where to begin.

That’s why we’ve pulled together a range of the best free SOP templates for you to work from.

Simply go through the available SOPs below and pick out the one best suited to your needs. We’ve included Microsoft Word templates and Process Street ones too. You’ll also find a guide for writing SOPs to help you get started.

Given that it can be intimidating writing standard operating procedures, we have provided a number of industry specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards.

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7 Insightful Company Policy Tips from Basecamp’s Employee Handbook

company policy

While we were writing our guide to writing an employee handbook, it was striking how few public employee handbooks there were out there to read. Obviously, most companies don’t want to expose their internal workings, and that’s sometimes for a good reason. However, you can usually trust startups (excluding Uber and Zenefits) to be transparent about their operations.

And, when it comes to transparency, Basecamp’s handbook is an amazing example. It’s both a useful resource for companies looking to write their own policies from scratch, and a genuinely interesting read. In fact, it might be the first interesting company document I’ve ever read.

The handbook got a good amount of buzz and even persuaded 1Password to build an added security feature based on how Basecamp uses the tool abroad. And so, since Process Street is passionate about keeping companies running smoothly (and yes, that does include documented policies and procedures), I thought I’d share with you a few things you can learn from Basecamp’s handbook.

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16 Essential Steps to Writing Standard Operating Procedures

The_16_Steps_to_Writing_Standard_Operating_ProceduresWhether you’re starting a business or trying to improve an existing one, you have to understand how things are going to get done.

What tasks do you need to do? Who needs to do them? What are the best ways to approach these tasks?

Working out how these questions can be answered is the first step toward systemizing your business. The creation of processes and workflows will define the way in which your day to day activities function.

One popular approach to this is the creation of standard operating procedures. The simple definition provided by IBM for standard operating procedures is:

…a set of instructions that describes all the relevant steps and activities of a process or procedure.


But how do we create these SOPs? What we need are standard operating procedures for creating standard operating procedures. And that’s what we’re going to give you.

We’ll look at:

  • How to create a set of standard operating procedures
  • Some advanced techniques for improving your SOPs
  • Why Process Street is a useful tool for both mapping and following your standard operating procedures

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Best Process Documentation Software Compared: Office 365 vs Process Street

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You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.

A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.

Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:

Basically, we don’t think you have to be some elite business process management hacker to see massive improvements – you just need to know how to use it with the rest of your stack.
process documentation software - elite hacker

Let’s get started.
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21 Excel Tips and Tricks to Become a Spreadsheet Sensei


In 2013, 90% of businesses reported using Microsoft Excel in their business operations.

In 2016, 1 in 5 companies report using Excel as their primary mode of communicating data internally.

However, the world is catching up and Excel is wandering into a future of SaaS apps and automation. If you have Excel deep within the structures of your business, this article will show you two key things:

  1. How to get the most out of Excel. Learn how to do more than the basic calculations and how to bring automation into your Excel operations.
  2. The other automation tools on the market which you can begin to integrate into your operations as you move forward.

What we’re going to do is lay out a series of steps by which you can get more from Excel. We’re going to start off super simple with our Excel for dummies, and move gradually up to complex tasks which can really demonstrate the power of Excel.

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6 Top Document Management Systems Compared


You might not know it by its formal title, but if you’re a Google Drive user, you’re already using a document management system.

The good news is that there are other solutions out there with a ton of various features.

Document management systems can be as simple as a shared version of Windows Explorer and as complicated as a fully functional platform with workflows, versioning, and live collaboration.

With so many out there, how do you know which to choose?

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