This is a guest article by Dan Fries – entrepreneur, investor, and writer. Dan shows bootstrapped entrepreneurs and business owners how to prepare for an exit by making better long-term financial decisions.

The only constant thing in business is change.

Whether you are seeking to grow your business or looking to adapt your model to evolving market conditions, implementing strong change management techniques is key to keeping your business agile and sustainable.

Effective change management techniques have many different elements, some of which Process Street has covered before. For instance, checklists for teams can help you to keep a careful track of the development of your team, and these ten templates that optimize creative workflow management can provide your team with the flexibility and creativity they need to stay ahead.

One of the biggest obstacles to applying change management techniques in the contemporary workforce is the rising number of freelance, remote workers.

In this Process Street post, we’ll cover the following seven key principles for managing change within a modern, remote workforce:

• Change management principle #1: Develop your strategic vision
• Change management principle #2: Master the art of communication
• Change management principle #3: Build a business transformation team
• Change management principle #4: Encourage communication with customers
• Change management principle #5: Use a business process management suite
• Change management principle #6: Assess your workforce’s response to change
• Change management principle #7: Get your team together
• Apply change management principles using Process Street

Let’s get stuck in.

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What caused the global financial crash in 2008?

Failures of AIG, Lehman, Merrill, and other major financial firms? Disproportionate risk-taking by banks and lenders? Deregulation within the financial industry? Development of new ways to finance mortgage products? Excessive lending and borrowing in the housing market?

Yes, yes, yes, yes, and yes.

However, these causes only tell half the story behind the financial meltdown that morphed into the biggest global recession since the Great Depression (Covid-19 aside).

What was the root cause? The real reason behind the enormous cost to the economies of many countries and the lost fortunes of millions of families?

A lack of total quality management (TQM).

Paul Moore, former head of group regulatory risk at HBOS (part of the Lloyds Banking Group since 2009), dubbed this crisis as ‘the biggest quality failure of all time.’

Total quality management stems from the belief that mistakes can be avoided if everyone is behind the continual process of detecting, reducing, and eliminating errors.

If organizations from within the financial sector believed in putting quality first, and positioned culture and people above profit margins and structure, the events leading up to the crisis could have been avoided.

Just imagine how different things might have been had the financial sector been managing their quality in a similar way to ISO 9001!

We’ll continue to explore this concept later but, before we do, let’s look at what else we’ll cover in this Process Street post:

• What is total quality management (TQM)?
• Total quality management’s 5 core principles
• TQM’s benefits (& how it might’ve stopped the financial crisis)
• Create and use a TQM framework with Process Street!

Let’s get going!

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This is a guest post by Derek Jones from Deputy, a global workforce management platform for employee scheduling, timesheets, and communication. With a focus on Emerging Retail, Derek helps business owners and workforce leaders simplify employment law compliance, keep labor costs in line, and build award-winning workplaces. Derek has over 16 years’ experience in delivering data-driven sales and marketing strategies to SaaS companies like MarketSource and Griswold Home Care.

One of the many factors that can help guarantee the success and growth of a business today is employee performance.

Most organizations know this. Therefore, they want employees that are as efficient as possible. However, that is easier said than done, especially in industries where activities often run at odd hours or even 24/7.

For such industries (like healthcare, hospitality, and retail in particular), one of the most important things they’ll need to manage is shift work scheduling.

Through optimization, the task of scheduling shift work will have a structure to minimizes employee burnout and improve overall performance.

Employees that work in an enabling environment have a higher chance to properly complete all important tasks – on schedule.

In view of that, in this Process Street article, we will:

• Discuss some of the issues and challenges that surround shift work.
• Take a look at up-to-date research regarding employee performance.
• Summarize 3 shift-work goals you can incorporate to optimize your shift work schedule.
• Give top tips on shift work scheduling to maximize employee productivity and retention.

Click on the relevant subheaders below to jump to that section, alternatively scroll down to read all, and find out how you can optimize your shift work schedules today!

• Schedule optimization: Using BPM in shift work
• Shift work scheduling: The top 3 shift work issues
• How do common shift work issues impact employee performance?
• Schedule optimization: 3 goals to optimize your shift schedule
• Shift work scheduling: Scheduling tips and tricks for shift work

Let’s jump right to it!
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If you’re chronically ill, pain medication will help but not solve the issue. Just like if you’re experiencing abnormally high customer churn, the last thing you want is to spend all your time firefighting.

You need to find the cause.

That’s exactly why root cause analysis is a vital process. It helps you to understand the causal focus and underlying issues behind your biggest business problems.

For example, Eastman Chemical‘s customer complaint numbers were cut in half after conducting a logic tree root cause analysis to pinpoint their deeper issues. Clipper Windpower saved $1 million in lost revenue by identifying the underlying causes of their turbine malfunction.

In this Process Street article, we have a root cause analysis template for you to follow. Our aim is to give you a comprehensive overview of the root cause analysis process, from a simple introduction and break down of the key principles to when and why you’d want to perform a root cause analysis.

We’ll be covering:

• Root cause analysis template
• What is root cause analysis (RCA)?
• Why conduct a root cause analysis?
• Key principles of root cause analysis
• How to conduct a root cause analysis that actually works
• Root cause analysis tips
• Using Process Street to conduct a root cause analysis

Let’s take a quick look at the root cause analysis template.
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Unequipped. Unprepared. Uncertain.

34% of people believe their organization isn’t properly prepared for employees to be working from home.

Speaking of which, has your organization recently – and rather hastily – transitioned from office working to working from home?

If the answer is “Yes“, no sweat. Process Street has you covered.

This post will guide you through the basics of working from home (WFH), the positives of it, the potential problems you could run into, on top of offering you our (free!) checklist templates that’ll ensure a safe and smooth WFH transition.

Read through the following sections to get completely clued up:

• What does WFH mean?
• The advantages of working from home
• WFH transition struggles
• Process Street’s free WFH transition templates
• Use Process Street for all recurring processes and tasks!

Or, if all you want is the checklists, get them here:

• Work From Home Office Space Checklist
• Remote Daily Work Schedule Template
• Virtual Meeting Checklist
• Onboarding Remote Employees Checklist
• Work From Home Policy Checklist
• Achieving Work-Life Balance Checklist
• Work Anxiety Resolution Checklist
• Critical Incident Stress Management Checklist

Let’s dive into all things WFH, ASAP. ‍
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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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This is a guest post by Bryan Christiansen from Limble CMMS – a modern and easy to use mobile maintenance software. Over the years Bryan evolved from a simple software engineer with a spark of entrepreneurial spirit into a confident leader that manages a whole team of people, moving the maintenance industry forward.

When production is expanding, it’s great news for the business. However, this rapid expansion brings many challenges. Properly preparing for each challenge will be important so that production processes run smoothly.

The maintenance department is no exception. As your operation grows, there will always be some difficulties adjusting to the increased maintenance load. This is where maintenance management as a discipline comes in.

Despite its importance for efficient expansion, a HubSpot survey found only 6% of respondents considered their maintenance department well-established.

Maintenance management looks at the steps you can take to prepare and scale your maintenance capacity.

In this Process Street article, we will present to you our 6 top strategies you can implement for efficient maintenance management.

Click on the relevant subheaders below to jump to that section. Alternatively, scroll down to read all we have to say regarding the topic of maintenance management.

• What is maintenance? The importance of more efficient maintenance processes
• Maintenance management concept #1: Using a Computerized Maintenance Management System (CMMS)
• Maintenance management concept #2: The proactive maintenance approach
• Maintenance management concept #3: Continuous improvements with a DMAIC Process
• Maintenance management concept #4: Cleaning out your deferred maintenance backlog
• Maintenance management concept #5: Setting up proper inventory management practices
• Maintenance management concept #6: Adding resources through hiring
• Use Process Street for the management of your maintenance processes

Let’s begin!
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ISO means standards. A standard is just a set of requirements, decided by experts, for doing something specific.

A lot of standards exist under the banner of ISO, for all sorts of things, from quality management, to environmental and social responsibility guidelines, to how to design medical devices.

They’re useful because they help you to write good processes; how to structure, organize, implement, and improve on them.

At the heart of ISO is the principle of systematizing your approach to process management in your company – simple as that! You might be scared of ISO, but there’s really no need to be intimidated. What’s more, recent changes have made it easier than ever to get started with ISO standards.

In this Process Street article, we’ll look at everything ISO, including (but not limited to):

• What is ISO? A simple introduction for normal people
• Management System Standards (MSS)
• Quick tips: How to use Process Street for ISO
• ISO & SOP (Standard Operating Procedures)
• ISO for BPM (Business Process Management)
• Continuous improvement: a central theme of ISO
• ISO templates index
• Agile ISO
• Automating ISO with Process Street
• Relevant case studies
• Further reading on ISO

Let’s start with the basics. What exactly is ISO?
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Consumer Reports publishes an annual reliability survey, which includes data on over 470,000 cars.

In this report, owners of Tesla’s Model 3 experienced a number of problems, including chassis hardware, paint and trim related faults, indicative of a build quality that fell far shorter than expected standards set across the automotive industry. The Model 3 represents Tesla’s first real attempt at a mass-market electric vehicle, and the issues surrounding its launch created much frustration and controversy among electric vehicle enthusiasts.

This lack of quality assurance has lost at least one major $5 million order of Model 3 vehicles from a rental company, in relation to problems with the service and performance of previously purchased vehicles.

In an email, NextMove wrote:

“Tesla Model 3 vehicles, which NextMove was supposed to take over after payment and only a short examination, sometimes had serious defects: defective tires, paint and body damages, defective charge controllers, wrong wiring harnesses or missing emergency call buttons. Such quality defects would have endangered the safety of the customers and the profitability of NextMove.”

Stefan Moeller, Managing Director of NextMove, went on to say:

“We had to insist on compliance with general quality standards and processes in order to protect our renters and our business model.”

Why did Tesla have so many problems? Crucially, Tesla made the decision to deliver the product to market and sort out the issues later.

Basically, they didn’t have a strong enough system for managing quality.

We call these Quality Management Systems (QMS) – and they work.

The rest of the auto-industry follows a specific quality management system structure. It’s called ISO/TS 16949:2009 and it’s a variant of ISO 9001.

People follow quality management systems for various reasons; they improve quality first and foremost. But they also have a positive impact on the bottom line.

The return on investment (ROI) of a quality management system is typically impressive:

As a guide, a recent study undertaken through the American Society for Quality (ASQ) showed that for every $1 spent on your QMS, you could expect to see an additional $6 in revenue, a $16 reduction in costs, and a $3 increase in profits. On average, they saw that quality management reduced costs by 4.8% – ASQ

In this Process Street article, we’ll be looking at how ISO 9001 can be used to assure quality control across all types of organizations, with benefits like improved company performance, higher demand for products, and a competitive advantage towards increasing market share.

What we’ll cover:

• ISO 9001: Free templates!
• What is ISO 9001? A simple introduction
• Anatomy of ISO 9001: 2015 for Quality Management
• Quality management: What is it & why does it matter?
• ISO 9001 for continuous improvement
• Agile ISO
• What does it mean to be ISO 9001 certified?
• ISO 9001 audit
• Implement ISO 9001 with Process Street
• Related ISO standards

For the uninitiated, what is ISO 9001, as simply as possible?
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In recent years, the rate of commercial fleet driving accidents in the US has increased by about 20%.

The fleet management industry has responded in turn with a re-emphasis on the importance of vehicle and driver safety, chiefly due to the preventable nature of many of these vehicular accidents.

Fleet management systems have grown more and more complex; far beyond the basic cc tracking system of its past.

Today, more vehicle-dependent businesses are implementing these systems to improve the monitoring of their drivers and vehicles, encourage safer driving habits, and facilitate better company-wide transparency.

If your company is managing a large fleet of hundreds or thousands of vehicles, a fleet management system is key to keeping track of everything related to your employees and assets.

Managing your fleet without a system in place inherently leaves room for potential complications and human error, even if your fleet is smaller in size. For example, if a driver gets into an accident, you may run into problems when filing an insurance claim, or it might be difficult to quickly reach your driver to obtain an ETA for a customer.

Fleet management systems are designed to mitigate these potential issues and help strengthen your daily processes, making them more efficient and organized than ever before.

In this Process Street article, we’ll be covering:

• What is fleet management?
• What is a fleet management system (FMS)?
• Key responsibilities of a fleet manager
• Advantages of fleet management systems
• Fleet management templates
• How to use Process Street for your fleet management system

Let’s start with the basics.
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