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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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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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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Way back in 2013, in a converted horse stable in Buenos Aires, the first version of Process Street was just starting to come together.

From day one, we were inspired by the concept of a repeatable checklist. We still love checklists. And we’re still guided by that initial concept. But we’ve come a long way.

Over the years, we’ve evolved checklists into Workflows and grown our Workflows product in new and exciting ways. Workflows continues to be a cornerstone of the Process Street platform with even more exciting developments in the works.

Now, we’re excited to announce Pages: a new, companion product to Workflows. It’s the latest step in evolving Process Street from a repeatable checklists tool to a complete, modern process management platform.

• Introducing Pages, a new product by Process Street
• Process docs you can actually find
• Pages: Your key to operational excellence

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This is a guest post written by Ashley Ferro, a freelance content writer & copywriter specializing in SEO content marketing.

File naming conventions are shared rules for structuring filenames so people and systems can identify, sort, search, and manage documents consistently. A useful convention defines which information belongs in a name, the order of each element, allowed separators, and how versions are recorded.

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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In a past life, I interned at a fashion company. And at the tender age of 19, it was my first introduction to the working world.

But my time there was largely spent in a state of bewilderment, wondering what tasks I should be focusing on, what the right processes for those tasks were, and what a successful end-result for those tasks would look like. (This company was part of the 22% that have no onboarding program.)

And because the team was always out of the office – attending photoshoots, meeting brands and retailers, going for their 17th coffee of the day at over-priced (and mediocre) cafés in London’s East End – it meant I was often alone in the office, wondering what the hell to do.

Unsurprisingly, the company went bust in 2019.

If they’d have had an operations manual or some operations manual templates, however, I would’ve been able to complete a ton of work while they were focusing on other parts of the business. That’s because an operations manual contains information about the company, the company’s hierarchy, roles and responsibilities, business policies, and key facts regarding processes and procedures.

Don’t let your business fall into the same trap as the now-defunct fashion company.

Create, implement, and audit an operations manual.

In this post, I’ll further define what an operations manual is and the benefits of having an operations manual. To boot, I’ll provide you with a host of nifty operations manual templates, and tell you how Process Street can aid you with your manual!

Read the following sections to get clued up:

• What’s the operations manual definition?
• The benefits of having an operations manual
• 7 (free!) superpowered operations manual templates
• Use Process Street to take full control of your operations!

Or, if you just wanted the templates, grab them here:

• Operations Manual Template
• Checklist for Writing an Operations Manual
• Internal Audit Procedure for an Operations Manual
• Process Library Checklist
• The Process for Optimizing a Process
• ISO 9000 Structure Template
• ISO 9001 Internal Audit Checklist for Quality Management Systems

In fact, here’s a sneak preview of the templates that you’ll be getting for free!

Let’s get started, shall we?

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SOPs (often pronounced S-O-P) are basically just another way to think about processes. Specifically, with a focus on formally defining the best way of doing something.

In business terms, that means saving time and money by building a clear, concise set of instructions for all of your internal processes. Policies (or standards) are important too; SOPs are kind of like a hybrid of policy and procedure.

Traditionally, SOPs were useful in principle, but often suffered from being difficult to maintain and crucially, hard to enforce. What good is an SOP if it lives its life sat on a dusty stack of paper forms? Your SOPs should be actionable, and that’s where BPM software like Process Street comes in.

If you understand how to build, maintain, and optimize SOPs with software, you can supercharge your standard operating procedures.

In this article, we want to give you everything you will ever need to know about SOPs, including:

• What is an SOP?
• Importance and benefits of standardizing your processes
• SOPs as a facet of BPM
• How to write SOPs
• SOP management software
• SOP templates
• Auditing your SOPs
• SOP & ISO
• Using Process Street for superpowered SOPs
• More SOP resources

Each section will be as concise as possible, with links out to further reading wherever appropriate. Let’s start with the basics.
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One of the most important things you can offer your customers and employees is consistency.

Your customers need consistency in your products and services, your employees need consistency to help them do their job efficiently, and your company needs consistency in order to continuously improve your policies and procedures.

The best way to make sure that you have consistency within your company is by implementing standard operating procedures (SOPs).

Most companies already have SOPs that their employees follow, but they’re either rarely updated, or they’re never even properly documented to begin with.

This is often because writing, reviewing, and regularly updating your SOPs can typically take a lot of time, especially when starting from scratch.

But thankfully, there are ways to make your job a lot easier.

That’s why in this Process Street article, we’ll go over the general guidelines for the SOP format and other ways you can streamline your processes to help you get started building your SOPs.

We’ll be covering:

• What is a standard operating procedure (SOP)?
• What does the SOP format look like?
• Should your company use an SOP template?
• Using Process Street to build your SOPs

If you’re simply looking for a SOP format to get started with, then look no further!
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When defining, documenting, and delivering services to customers, it can be a little difficult (read: incredibly taxing) to keep on top of everything.

As Philipp Unterharnscheidt and Axel Kieninger at the Karlsruhe Service Research Institute both say:

“IT services supporting business operations are an increasingly critical factor for business success today (Guldentops 2003). The management of service quality, which is the central objective of Service Level Management (SLM), however remains a major challenge for many companies.” – Philipp Unterharnscheidt and Axel Kieninger, Service Level Management – Challenges and their Relevance from the Customers’ Point of View

To help companies keep on top of things – and manage their services, service levels, and SLAs and OLAs masterfully – there’s service level management.

This may be the point where you’re thinking “But what, exactly, is service level management? What are the benefits of it? The best practices so it’s done properly? And how would Process Street even help with service level management?”

Worry no more, reader. You’ve come to the right place.

Just read through these sections to get to grips with service level management:

• What is service level management (SLM)?
• The benefits of service level management
• Service level management best practices
• Use Process Street for SLM (and creating your OLA and SLA agreements)!

Let’s dive straight in. ⬇️

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