All posts in Document Management

Enterprise Content Management (ECM): How to Organize Your Content Like a Pro

Enterprise Content Management

Information. Documents. Critical business material.

As businesses scale from a several-person startup to one that’s larger and more robust, it’s important to have a place where all this business-related content can be stored, organized, and easily accessed.

To boot, it’s also necessary to have the requisite processes so all this content is, well, managed properly.

Why?

Because by 2025, the amount of global data created each day will reach 463 exabytes – and the majority of this data will be unstructured.

If a business is not using a centralized repository and doesn’t have the right processes in place, there will be bedlam.

This is why ECM exists.

Enterprise content management (ECM) is the solution for modern businesses wanting to keep content safe, secure, useable, and accessible through its life cycle.

In this Process Street post, you’re going to learn all about ECM, from its exact definition to understanding why it’s beneficial, and learning what ECM tools are capable of and what they’re not designed to do. Read the sections below to get the complete lowdown:

Let’s begin your journey to becoming content with your enterprise’s content management.

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Making Checklists: Our Top 5 Tips From Pros Around The World

Making-Checklists

Deadlines.

Meetings.

Presentations.

As an employee and business owner, your agenda is jam-packed full of to-dos. It can sometimes be difficult to stay afloat. This is why we at Process Street have created this article to make your working life a lot easier.

We’re going to look at making checklists for the effective management of your work.

We asked business owners and employees across the globe: What tips or tricks would you give someone for making checklists?

We gathered our responses, sieved out significant commonalities, and wrapped up our findings to produce this article.

Click on a subheader to jump to any section, or scroll down to read a full in-depth account on making checklists.

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What is an SLA? How to Use Service-Level Agreements for Success

sla service level agreementServices, 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:

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GRI Standards for Sustainability Reporting: What They Are and Why They Matter

GRI-Standards-for-Sustainability-Reporting-What-They-Are-and-Why-They-Matter

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.

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

Let’s read on!

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What is CGMP? Current Good Manufacturing Practices and How to Use Them

cgmpIf 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:

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What is Records Management? How to Build a Records Management Process

records managementI 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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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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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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