Document Management – Process Street

All posts in Document Management


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.

Continue Reading

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.

Continue Reading

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.

Simple.

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

Continue Reading

Best Process Documentation Software Compared: Office 365 vs Process Street

process documentation software header updated title

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.
Continue Reading

21 Excel Tips and Tricks to Become a Spreadsheet Sensei

21_Excel_tips-and-tricks-Excel-for-dummies

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.

Continue Reading

6 Top Document Management Systems Compared

document-management-systems

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?

Continue Reading

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

Project Proposal Template

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:

Continue Reading

18 Software Documentation Tools that Do The Hard Work For You

2-Software Documentation

Without documentation, software is just a black box. And black boxes aren’t anywhere near as useful as they could be because their inner workings are hidden from those who need them in the open.

Software documentation turns your software into a glass box by explaining to users and developers how the it operates or is used.

You’ve probably seen documentation before, but if you need a refresher, here’s an example from Slack‘s API:

Slack API Documentation-d

As you can see, Slack explains everything about its API in excruciating detail. Any related pages are linked, there’s a sidebar with easy-to-access topics, and screenshots of what the user can expect to see.

Documentation can be as simple as a README.MD file in the repository, and it can be as complex as an entire subdomain with a custom design like Slack’s API docs (above). Whatever you choose, there are several tools to use to make the process easier.

Continue Reading

Get Started Free Today

No Credit Card Required