All posts in Document Management

17 Service Level Agreement Examples to Track Your Service Management Metrics

Service operations manager reviewing an SLA status board for service management examples.

Service level agreements are only useful when both sides can see what was promised, how performance will be measured, and what happens when service quality slips. The examples in this guide give you ready-made SLA workflows for creating agreements, reviewing them, and tracking service management metrics over time.

Use these 17 service level agreement examples to start with the right template for your situation, from IT and cloud services to call centers, HR, managed hosting, and network services. If you need the fundamentals first, read what an SLA is. If you want to build one from scratch, use our service level agreement template guide.

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How to Create SOP Templates

Professional building an SOP template in a workflow interface with numbered steps for Purpose, Scope, and Procedure

An SOP template is a reusable document that standardizes how a procedure is written, followed, and enforced. Instead of starting from scratch every time, you build the template once and run it for every new instance of the process.

Creating SOP templates that actually get followed requires more than a blank document. You need clear structure, defined steps, assigned owners, and a system that enforces execution. This guide walks through the process step by step, from defining the procedure to building a template your team will use consistently.

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18 Software Documentation Tools that Do The Hard Work For You

Black-and-white technical documentation lead inspecting a code annotation magnifier for software documentation tools.

Without documentation, software is a black box. People can use it, but they cannot easily see how it works, why it behaves the way it does, or what to do when something changes.

Software documentation turns that black box into a glass box. It explains how software works, how to use it, how to maintain it, and how teams keep that knowledge accurate as the product evolves.

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How Lion Containers Achieved Three ISO Certifications with Process Street

Lion containers case study

Lion Containers Ltd is the UK’s leading shipping container conversion and modification company, transforming standard shipping containers into bespoke modular projects; from secure storage solutions and office units to pop-up shop complexes complete with insulation, electrics, solar panels, and full-length windows.

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How to Attach Files to your Standard Operating Procedures

How to attach files to your standard operating procedures

Standard operating procedures only work when they contain everything a team member needs to execute correctly. That means the SOP itself is rarely enough on its own. The supporting files, compliance forms, reference documents, training videos, and templates that sit alongside each procedure are what turn a static document into an executable, auditable process.

Attaching files directly to your SOPs eliminates the most common failure mode in process execution: someone following the steps but missing a critical resource because it lived in a different folder, a shared drive, or someone’s email inbox.

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Use this Interactive Project Proposal Template (and Ditch Microsoft Word)

Project Proposal Template

Do you need a project proposal template?

If so, we’re happy to help!

When getting a project approved, you need to submit all pertinent information to stakeholders and then get their approval to start. This means listing the project’s background, timeframes and expenses in an easily digestible document.

Traditionally, this has been done in Microsoft Word or on paper, but by using Process Street you can generate as many proposals as you like just by running a checklist of this template and filling in the form fields. When the stakeholders sign off on the document, all they need to do is click the checkbox next to their name, and Process Street will log the activity.

Check out the project proposal template below, and when you’re done, scroll down for a breakdown of the steps and how it all works:

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

ISO 9001 certification

ISO 9001 certification 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.

If you’re working toward ISO 9001 certification or maintaining it, Process Street’s ISO 9001 software can help you document, manage, and improve your quality processes with ease.

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

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50+ Free & Easy SOP Templates (Sample SOPs to Record Standard Procedures)

easy SOP standard operating procedures example templates

Writing 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 and premium 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.

Read through the following sections to get completely clued up:

Let’s dive in.
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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 (and customers) used Trello for years before transitioning to Airtable several years ago. 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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50 Google Docs Templates for Business Success (With 60+ Process Checklists)

50 Google Docs TemplatesIt’s 9:00 am. I grab my morning coffee, boot-up my laptop, and join the 1 billion others logging into Google Drive today.

I go straight to my Google Docs templates folder. As a content writer for Process Street, these templates include planning templates, review templates, and templates designed to record my research.

Suffice to say, my Google Docs templates are the backbone of my content creation process.

As a content writer for Process Street, I’ve built up an extremely efficient writing process that combines the convenience of Google Doc templates (via Google Drive), the clarity and reliability of Process Street workflows and Pages.

By merging Process Street and Google Drive into a simple, repeatable process for content creation, I know I can work productively and consistently meet my deadlines.

For me, Process Street + Google Drive = Success.

That’s why in this article, I’ll show you how you can recreate my process and build your own streamlined automations. I’ll be covering:

Let’s get started!
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