Approvals are everywhere. If you’ve worked on any project involving any kind of deliverables, chances are you’re all-too-familiar with the approval process (or rejection process, depending).

Documents, prototypes, reports, mock-ups, wireframes, storyboards, and even more internally-facing elements like simple holiday leave requests. All of these represent different kinds of approval process, and approvals are an integral workflow element.

Approvals can also represent a major bottleneck.

Consider how you are currently approving work in your business. Perhaps you have a vague process involving emails, and if you’re particularly attentive you might be tracking it in a spreadsheet.

These methods are slow and prone to delays. You have no way of tracking anything reliably, you are more likely to miss approval windows, and information has to be sent manually between individuals.

What’s more, it’s quite difficult to improve this process without the proper system in place. You need to make sure you’ve got the right tools to optimize your approval process.

Process Street‘s approvals feature is the solution to this problem.

We created the approvals feature to make the process of approving work as fast and easy as possible.

With approvals, you can:

• Get notified as soon as work is ready for approval
• Approve (or reject) work with zero friction using a clear, streamlined interface
• Approve on-the-go, from your phone’s email inbox
• Synergize with many other Process Street features to optimize process efficiency
• Save time and stay on top of your workflow

In this post, I have a trove of templates to showcase the approvals feature. All of the templates in this article are custom-built to make your life easier.

They also take advantage of Process Street‘s other powerful features like rich form fields, conditional logic, dynamic due dates, and role assignments.

So, read on for:

• A quick introduction to approvals
• Different types of approval process
• How to add approval tasks in Process Street
• Approval process best practices
• 20+ free approval process templates (each use-case explained)
• How to approve tasks straight from your phone
• Optimize your approvals with more process street features
• More great workflow automation resources

Read on to learn how to hit the ground running with the approvals feature.

Only 23% of surveyed CEOs believe that they have comprehensive information about the risks of their business.

Can you confidently state that you belong in that 23%?

Even if you are not a CEO, as an employee, are you sure you know all the risks within your workplace?

If not, then keep reading.

In this article, you will learn about risk and how to manage it, specifically via risk mitigation. You are also provided with a thorough list of Process Street resources and templates. These are designed for you to gain a good understanding of business risk, risk management and risk mitigation.

This article is structured as below:

• A definition of risk
• What is risk management
• What is risk mitigation
• Risk mitigation application
• Risk mitigation and risk management: A broader picture

Continue Reading

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

Continue Reading

It’s 8 am. Your alarm buzzes.

You roll out of bed, perform your morning ablutions, and then sit down at your desk, ready to take Monday by the horns. Which you do, because you’re working from home, and not some crummy, cramped office which is full of distracting coworkers.

Ahh. Bliss.

It’s 8 am. Your alarm buzzes.

You realize you were dreaming.

This rose-tinted view of remote work – and being part of a virtual team – was exactly that: A dream.

Although working remotely can be wondrous, it isn’t always easy.

As members of virtual teams (like myself) will tell you, there are countless challenges and hurdles teams must tackle – from maintaining a healthy work-life balance to establishing a culture of asynchronous communication – before a virtual team can reap the rewards of increased employee productivity, lowered business costs (Cisco saved over $270 million a year!), and improved employee happiness.

Luckily for you, this blog post contains everything you need to help your virtual team not only excel but become excellent.

Read through the sections below to get a proper handle on all-things virtual teams:

• Virtual teams definition
• What makes strong, successful virtual teams?
• How top remote companies go about managing virtual teams
• Overcome virtual team challenges with Process Street!

Now, it’s time to wake up, smell the coffee, and learn exactly how to instill and sustain a masterful, virtual team!

Continue Reading

From humble beginnings as a simple clone of the then-popular first-person shooter Quake, Half-Life would eventually become the first installment of one of the most successful video game series of all time.

Today, Valve Inc. is one of the most renowned, innovative, and successful game development companies worldwide, boasting one of the largest video game digital distribution service platforms on the planet, a range of pioneering virtual reality hardware and an impressive roster of instantly recognizable and widely-loved game titles.

Specifically, the development of the original Half-Life makes for an interesting case-study, and represents a model of innovative agile organizational management.

Half-Life is remembered as one of the best games of all time, and the intense environment in which it was created – where the Cabal process was born – is testament to that legacy.

Companies like Valve, Zappos, Semco, and even Google have come up with different models to enable the potential of their workers. These methods give power to the employees to pursue their own entrepreneurial pet projects.

Tesla’s innovation is equal part production process as it is the product; you need only look to the hulking Gigafactories to find evidence of this.

Similarly, Facebook’s success is not just in the service it offers users, but also how it was designed to scale to billions of users.

The process of organizational management is always an important factor in the outcome of these hugely successful products.

In this post I’ll be looking at democratic methods of organizational management, with a particular focus on Valve’s Cabal process. I’ll also mention a couple of other interesting examples of holocratic organizational management, and talk about our own internal structure at Process Street.

Here’s a quick breakdown of each section, if you want to jump ahead:

• What is organizational management?
• Valve’s Cabal game design process
• Zappo’s holocratic organizational management system
• Semco’s organizational management success story
• How digital democracy plays a role in organizational management
• Process Street’s organizational management structure

Continue Reading

“… 71% [of organizations] said their leaders are not ready to lead their organizations into the future. Only 25% of organizations said they had a ready and willing successor identified for one out of 10 critical leader positions.” – Brandon Hall Group, State of Leadership Development 2015: Time to Act is Now

Great leadership is like electricity.

Without study, it’s a one-shot, lightning-in-a-bottle event. However, with a solid theory to explain how it works and how to harness it, you can use it to power your team like a well-oiled machine.

That’s why it pays to know your leadership theories, and why this post from the Process Street team will teach them to you.

Using these theories of leadership you can analyze your leadership style and find out what kind of leader you are and how to more effectively manage your team.

We’ll be covering:

• Great man theory
• Trait theory
• Behavioral theory
• Contingency theory
• Transactional theory
• Transformational theory
• Situational theory
• Leader-member exchange theory
• Power and influence theory

However, before we get stuck in, let’s have a quick recap on why these theories matter…

Continue Reading

In 2018, Apple rolled out their brand new iPad Pro; top-of-the-line, cutting-edge, very slightly bent- wait, slightly bent?

Customers on social media and several on the MacRumors forums have discovered their iPad Pros exhibited this slight bend straight out of the box.

Of course, Apple’s response was that this was completely normal, and absolutely not a defect.

Despite the publicity Apple gives its “ultra precise” quality manufacturing process, more and more issues like these are appearing. The bendy iPad Pro is looking less like an exception, and more like an increasingly problematic trend.

Here’s a comprehensive quality breakdown (quite literally) of the iPad Pro in question:

It’s interesting to note that while Apple is bragging about premium materials such as the sapphire camera lens cover, tests like the scratch durability test done in the video above pose glaring questions to Apple’s quality standards.

Other quality management blunders from Apple’s recent track record include:

That’s a lot of issues for a company that continues to charge top dollar, push prices up, and boast a reputation as a pioneer in quality assurance.

Obviously, and for whatever reason, there is a problem somewhere in Apple’s quality management process.

Quality control and management is important to ensure the customer gets the value they deserve, and quality management standards like those defined by the ISO 9000 family exist to make quality management work better.

Although Apple has received certification for ISO 27001 (an information security management standard), it doesn’t appear that they have any ISO 9000 certification for quality management. Who knows, if they had, perhaps they wouldn’t have so many QC issues?

In this article, I’ll be looking at the ISO 9000 family of quality management standards, breaking down the basics and giving you a few free checklist templates to get you started with your own quality management system.

Here’s exactly what I’ll be covering:

• What is ISO 9000?
• What is ISO 9001?
• ISO 9000 for quality management systems
• Why is ISO 9000 important?
• Benefits of ISO 9000
• ISO 9000 certification
• Implementing ISO 9000 with Process Street
• Free ISO 9000 templates
• Relevant ISO/SOP articles

Continue Reading

Learning about vendor management is no easy task.

As soon as you search the words ‘vendor management’ in Google, you’re bombarded with details regarding vendor management systems, rather than information regarding vendor management itself.

And considering that 88% of companies use at least one outside vendor, and 47% more than 10 vendors, vendor management is a topic that, at some point in their careers, many employees will need to understand.

That’s why in this informative, easy-to-understand post, I’ll tell you everything you need to know about vendor management – and in layman’s terms.

Specifically, you’ll learn exactly what vendor management is, the benefits of it, and the process of managing vendors successfully. To finish off, I’ll even provide you with (free!) vendor management templates you can jump into and use straight away. Just read through the sections below:

• What is vendor management?
• Benefits of vendor management
• The vendor management process (and its 4 essential components)
• Tried-and-tested tips for successful vendor management
• How Process Street can help with vendor management and vendor relations

Now, it’s time to get a solid grasp on vendor management.

Continue Reading

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!

Continue Reading

This is a guest post by Marla DiCarlo, an accomplished business consultant with more than 28 years of professional accounting experience. As co-owner and CEO of Raincatcher, she helps business owners learn how to sell a company so they can get paid the maximum value for their company.

Inventory management.

The mere mention of it may strike fear into the hearts of those working in the manufacturing, ecommerce, or logistics sectors as, after all, it can be rather complicated.

But with the right high-value processes, procedures, and techniques in place, inventory management can be turned from a fear-inducing activity into one which helps your business to truly thrive.

That’s why in this short, informative post, we’ll take a look several inventory management best practices, so you can help your business be more efficient, productive, and better all-around at managing their inventory. Just read through the following sections:

• What is inventory management?
• 13 inventory management procedures for startups and SMBs
• The benefits of using software for inventory management
• How Process Street can help you with inventory management

Now, let’s get started.

Continue Reading