All posts in Document Management


The Straightforward Guide to Product Strategy (With Templates)

product strategyBuilding a solid product strategy is often thought of as a complex challenge and many companies fail to approach it systematically.

Other teams sometimes operate with a lean methodology and think this excuses them from developing a strong product strategy to guide development.

It doesn’t.

A solid product strategy is an important part of building a functional and coherent product and it shouldn’t be overlooked.

In this Process Street article, we will avoid long explanations and unnecessary detail, cutting straight to the point to give you a clear and actionable understanding of product strategy.

And we have provided an actionable product strategy template you can use in your business!

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What is ISO 9001 Certification? How to Get Certified (For Beginners)

ISO 9001 certification

ISO 9001 is an international standard for defining a quality management system (QMS). It outlines various criteria (or standards) to define quality management principles such as focusing on the customer, optimizing leadership and management within the organization, improving and fine-tuning internal processes, and general methods of continuous improvement.

Let’s break down each of the components of and ISO 9001 certification.

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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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What is Form Automation Software? How to Pick the Best Form Software

form automation software

I have a riddle for you:

What has four sides, often goes missing, comes from trees, and can be expensive to reproduce?

I’ll give you a hint.

It wastes up to 40% of on-the-job time, and about $120 billion per year in the US alone.

Need another?

Around 7.5% of them will be lost or misplaced each year (about one lost every 12 seconds), and for each that gets lost you’re looking at a loss of between $350 to $700 in employee time.

Did you get it yet?

Condescending sarcasm aside, I am of course talking about paper forms. But this article isn’t about paper forms, per se; it’s about how you can get rid of paper forms in your business with form automation software.

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How to Write an Actionable Policy and Procedure Template (ISO Compliant!)

Policy and procedure document

Let’s get straight to the point – you’re probably searching for a policy and procedure template you can actually use (bonus points if it’s ISO compliant).

So, if you just want an actionable policy and procedure template, you can find two hand-crafted examples below. One of them is basically a blueprint you can use to build out your own, and the other is a fully filled out example of the first, using a fictional company called Brightstar Marketing.

Both can be easily edited and updated by you inside Process Street.

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Agile ISO: How to Combine Compliance with Rapid Process Improvement

agile isoISO standards can be confusing and intimidating.

However, with the 2015 updates, it really shouldn’t be that scary.

In the past, conforming to ISO meant huge manuals and a lengthy process to change how tasks were approached.

Now, there is increased flexibility and the opportunity to utilize software to speed up your systems and make everything easier to handle.

This is why we’re presenting you with our concept of Agile ISO: how to combine structured compliance with the rapid process improvement of a startup.

In this Process Street article, we’ll cover:

  • What is ISO?
  • What is ISO 9000?
  • What is Agile ISO?
  • What is needed to support Agile ISO?
  • How to get started with Agile ISO in 5 easy steps

I’m going to try to be brief and clear while cutting the bullshit.

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A Practical Guide to Increase Productivity with Process Mapping

process-mapping

Process mapping is a useful tool for what can be summed up as “seeing the big picture and little pictures at the same time”.

That may sound silly to you, but that’s really what it is.

The primary benefit achieved from mapping out your business processes is that you can accurately evaluate each of the steps needed to complete a certain workflow, while understanding exactly how each of them interacts with one another and contributes to the process as a whole.

This ability to evaluate all aspects of a process helps managers identify constraints, opportunities for improvement, and formulate strategies to implement changes without disrupting day-to-day work.

But how do you go about ensuring that the time and effort you put into constructing these maps translates into improved performance?

That’s the question we’ll be tackling in this post.

Before doing so, however, we must acknowledge that there is a huge range of complexity when it comes to methods for process mapping. If you are a small organization it can be as simple as drawing it out on a whiteboard, whereas enterprises use sophisticated mapping software tools like Appian and Lucidchart.

This point regarding complexity and different kinds of process maps leads us to another important sub-topic that needs to be addressed early on – the difference between process mapping and process modeling.

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7 Ways to Use Dynamic Due Dates For Enhanced Process Flexibility

dynamic-due-dates

You’ve just closed a major deal.

It’s taken months of hard work to successfully convey the value of your product and negotiate a solid agreement. The sales team are pumped, managers have a big smile on their faces, and the customer success team are readying themselves to take on a high-value customer.

Ensuring a smooth handoff from the account executive (AE) to the relevant customer success manager (CSM) is now the priority. This critical process cannot be overlooked if you are hoping to build a trusting, long-term relationship that keeps both parties happy.

There are numerous tasks that need to be completed during the handoff, and they must be done efficiently or the customer could get the wrong impression.

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Process Street Best Practices: How to Name Your Form Fields

form-fields

There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.

Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

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Airtable vs Trello: The Best of Task and Project Management

airtable vs trello

Airtable vs Trello. Which is better?

Our team had been using Trello for years and had only recently undergone a transition to Airtable. We were having a tough time adjusting (old habits die hard), and my Process Street colleague Ben Brandall was trying to get to the bottom of why.

We love improving our productivity using everything from business process automation to focus music, and this case was no different.

Trello is a powerhouse of task management but Airtable is a masterful mix of database, spreadsheet, task and project management app. How are you supposed to choose?

That’s why I’m writing this post. After having used both apps personally and professionally for more than three years, I’ve been able to get to grips with who these apps are designed for and what makes them useful.

Most of all, you can learn from this to see which app would suit you instead of spending years testing them out yourself.

Let’s get started.

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