Services, services, services.

We seem to be in a world of managed services.

Everyone’s outsourcing nowadays. And when they’re not outsourcing, they’re insourcing in an outsourced way.

It’s all very confusing.

That’s why we’ve decided to break down the core document which tends to regulate and organize this kind of service provision: the humble service-level agreement (SLA).

Service-level agreements, amongst other things, bolster trust in and between organizations – making it clear what needs to be done, to what standard, and when.

Trust is a hugely important thing in business. Accenture’s Competitive Agility Index found:

following a drop in trust, a company’s index score drops 2 points on average, negatively impacting revenue growth by 6% and EBITDA by 10% on average.

One of the main ways to keep trust alive in your business is to know what is expected of people and to hold them to it. Enforce reliability.

SLAs are one mechanism to help you in that battle.

In this Process Street article we’ll answer the following questions:

• Free SLM and SLA templates
• What is a service-level agreement (SLA)?
• Why do you need a service-level agreement?
• What are the different types of SLA?
• What is in a service-level agreement?
• What kinds of companies use an SLA?
• What are some SLA examples?
• What are the alternatives to SLAs?
• How you can use SLAs with Process Street

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You’re cooking for corporate success, but how do you know when it’s time to add a little sustainability into the mix?

Sustainability is the key ingredient, like the spice in your curry, or the sugar in your cake, that brings long-term economic prosperity.

So before you fire up on all cylinders, consider this: companies that adopted environmental, social and governance policies in the 1990s have long since outperformed those that didn’t today.

If you have read some of Process Street‘s previous articles, such as How You Can Create a Sustainable Business for Long-Term Business Succes, you will learn that there is a strong, unbreakable tie between our environment, society, and the economy. It is with this undeniable relationship, that GRI Standards reporting came about.

GRI Standards will help you produce a sustainability report, and by doing so, you are taking a huge leap towards securing business sustainability and cooking up long-term corporate success.

In this article, I will explain why GRI Standards reporting is important, what GRI Standards are, and how you can implement GRI Standards for the production of your sustainability report today. You are provided with free and ready to use templates for implementation of the three universal GRI Standards reports.

• GRI Standards 101: Foundation 2016 Checklist Template
• GRI Standards 102: General Disclosures 2016 Checklist Template
• GRI Standards 103: Management Approach 2016 Checklist Template

Ready to become a GRI Standards expert and start implementing GRI Standards into your business today?

Let’s read on!

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If you’re manufacturing food, drinks, or medicine, you know you have a sea of regulations and standards which you need to hit and adhere to.

You knew that starting out.

But it does leave you with two questions:

1. What are the regulations and standards that I should adhere to?
2. How do I get my organization to run in an effective manner so that we consistently adhere?

Lots of companies are very good at asking the first question, but the second sometimes gets overlooked.

This is how we end up with malpractice and lawsuits and all kinds of bad things.

You don’t just have to know what the standards are, or intend to reach those standards, but you have to consistently hit those standards in order to be the successful safe business you want to be.

That’s why in this Process Street article we’ll be looking at:

• What is CGMP? Current Good Manufacturing Practices explained
• What are the current Good Manufacturing Practices?
• What is a Quality Management System and how does it help CGMP?
• How Process Street can help you build your Quality Management System

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I moved house not too long ago.

Now, I’ve always been a pretty terrible record keeper in my own life.

To remedy this I tried the hoarder technique. If I thought something was even remotely important, I’d throw it in a box file and vow to come back to it one day in the future.

It was only when I came to moving, and thought I’d try to Marie Kondo my crap away, that I dug out all my box files and the piles of messy paper inside them.

I’ll be really honest with you – it’s not an approach to records management that I would recommend.

Your business probably creates exponentially more records than I do, so you certainly can’t use an unthought-out approach to records management either.

That’s why we’ve decided to take some of the basics of records management, explain them, and give you a series of actionable ways to get started taking control over the lifecycles of records in your company.

In this Process Street article, we’ll be looking at:

• What is records management?
• Why is records management important?
• The 5 key steps to records management
• How to build a records management process

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Implementing an EMS, or any of the ISO 14000 standards used to be a confusing and intimidating process.

What’s more, in the past, companies that wanted to conform to and implement standards for environmental and quality management systems would be faced with the task of building out huge, complex manuals, with lengthy processes for changing how each task and procedure in the business was approached.

The result of this kind of EMS implementation would often be a huge, labyrinthine system of paper forms; slow to implement, difficult to navigate, and a nightmare update in tandem with real, changing business needs.

However, things changed with the recent ISO 2015 updates.

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Building 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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ISO 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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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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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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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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