All posts in Management


Enterprise Mobility Management (EMM): What It Is, Why It’s Important & How to Do It

Enterprise Mobility Management

The modern workforce is, quite literally, movers and shakers.

No matter if self-bought or company-bought, employees are using mobile devices to work from while in the office, going from meeting-to-meeting, traveling cross-country to attend conferences, and even when working from home.

But for some (read: the security-minded), this is a little worrisome. With employees using personal and portable devices for work purposes, security hazards are aplenty. Theft. Security breaches. Data loss.

I needn’t go on.

It’s why 75% of CIOs view mobile security for organizations as not only a headache but a significant problem.

Though, with modern problems come modern solutions.

In this super informative post, I’ll be discussing EMM: Enterprise mobility management. It’s what every organization needs to know about, incorporate, and sustain so that its business remains security breach-free. Just read through the following sections to get acquainted with all-things EMM:

Now, let’s stop dilly-dallying and get started!

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Service Level Agreement Template: How to Create Solid SLAs at Super Speed

Service Level Agreement Template

In our previous post – What is an SLA? How to Use Service-Level Agreements for Success – we gave you the complete lowdown on SLAs.

From learning what an SLA is to why you need one, and what goes in an SLA to the different types of SLAs available, you learned about the incredible usefulness of SLAs without the high-level, confusing baloney.

It piqued your interest, right?

Perhaps you even thought about making a shiny SLA template yourself, but realized creating an SLA is not exactly an easy endeavor.

Don’t worry.

I too know the difficulty involved with creating SLAs – but they’re needed. They’re there to establish trust and accountability, and at a time when 10 out of 15 companies are rapidly losing the trust of others, creating SLAs for your customers and clients will put you at a great advantage.

That’s why, in this post, I’ll be providing you with additional tips and tricks for creating, editing, and using SLA templates. You’ll also get your hands on an easy-to-use Process Street SLA template, from which you can create an infinite number of SLAs without hardly any effort!

Just read through the sections below to get started:

Let’s get rocking and rolling.

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Simple Checklist Templates to Use Every Day: Advice from Top Executives

simple checklist template

Perhaps you’ve heard about checklists. Perhaps you know someone who uses checklist templates. Who knows, you may even have a simple checklist template or two you use in your own business.

Chances are, if you clicked this link, you’re interested in learning about simple checklist templates. Or specifically, how you can use them to run your business more efficiently.

You probably already know the basics – why checklists are useful, and the value of using a BPM software like Process Street. But you want more.

You want to know the essential checklists, the ones all the top CEOs and successful executives are using. You want ready-made checklists that will save you time, money, and confusion, and you want to learn about some of the immediate benefits of using simple checklist templates, straight from the mouths of those who have used them to run successful businesses of their own.

Well, you clicked to the right article. Here, I’ll be looking at an extensive correspondence between our content team and a number of successful SMB owners who just happen to be simple checklist template champions.

Whether it’s daily, weekly, monthly, or otherwise, we’ve devised this article as a resource that will help you understand how you can use simple checklist templates in your business.

Breaking it down, we’ll look at:

But first, what is simple checklist template, anyway?
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Kanban vs Scrum: Understanding the Tools for Agile Success

Kanban vs Scrum

You’ll often hear the question: “Which is better? Kanban or Scrum?” or variations of this eternal deathmatch between two of the most well-established agile methodologies.

People are wasting energy fighting over which methodology trumps another. If you’re an agile organization, you should be placing principle above practice.

It makes a lot of sense to ask questions like “why might I want to use Kanban over Scrum?”, or even “Kanban and Scrum” as opposed to “Kanban vs Scrum”. There are a lot of differences between the two, but fundamentally, they are both agile methodologies, and the principle behind why you might want to use both can be in alignment.

You may even find they can work well together, as part of a unified strategy. You need to consider what approach will work best for your team.

My aim with this article is to approach the question of “Kanban vs Scrum” by clearly presenting both approaches in terms of when, how, and why you might choose to use either of them.

I’ll also talk about the capacity for overlapping Kanban and Scrum approaches, and how some additional tools like Process Street can factor into that equation.

Here’s a breakdown of how we’ll approach comparing “Kanban vs Scrum”:

Let’s start with a basic primer on what it means to be agile. Continue Reading

What is Value Chain Analysis? How to Deliver Value & Gain a Competitive Advantage

value chain analysis

How do you stand out against overwhelming competition? You need an edge; a value proposition isn’t enough on its own.

You need to make sure you’re out-competing the competition by keeping costs down and understanding the value you’re delivering to your customer. But how do you continuously improve your value offering while keeping costs down?

Enter the value chain.

A value chain is a model of looking at all of your business processes and figuring out how to gain a competitive advantage by focusing on developing maximum value in your product or service, while keeping your profit margins in the green at the same time.

Originally proposed by Harvard’s Michael Porter in his 1998 book Competitive Advantage, there’s a lot of ground to cover. Where do you start? What’s the process? What kind of tools exist to make the value chain analysis easier?

Well, if you’re looking for a clear, concise introduction to Michael Porter’s Value Chain model, you’ve come to the right place. Read on for a breakdown of:

By the end of this article, you should have a firm grasp on the value chain model, with a better idea of how to apply it to your own business. We’ll also investigate how to integrate BPM software like Process Street into the value chain.
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Financial Audits: A Quick Guide with Free Templates

Financial-Audits-A-Quick-Guide-with-Free-Template

Job loss.

Insolvency.

Falling asset prices.

Complete market standstill.

Ring any bells?

You remember, as clearly as I do, the economic disaster of 2008. A global financial crisis; what could have caused such an economic catastrophe?

One hypothesis: Financial audit failures.

As concluded by the Financial Crises Inquiry Commission (FCIC), financial audit failures were found to have played a significant part in the financial crash.

Just like the FCIC, we at Process Street understand the importance of standards enforced by financial audit processes.

This article has been structured into two sections. The first section looks at the financial audit. The second section considers the International Standards on Auditing (ISA).

The ISA standards are a specific set of rules that operate globally.

Here’s a more thorough breakdown:

In the last section of this article, you will get your hands on our nifty ISA audit checklist for free.

You can use this template to conduct an internal check on your finances audits against the International Standards on Auditing. This checklist will save your organization a heap of time, worry, and money.
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What is Porter’s Five Forces Model? Competitive Position Analysis Explained

porters five forcesHow do you know whether you’re going to be successful or not with a new business or product?

Well, you’ll probably look to pour your heart and soul into it. You’ll work hard to make it the best product or service you can. You’ll endeavor to make each and every customer happy.

And well done to you for that.

But you’re not the only one who impacts on whether your efforts are successful.

It’s no secret that one of the hardest parts of business is the competitive nature of the market.

What your competition looks like, how it’s constructed, and what opportunities their weaknesses provide you, are crucial factors which can determine your success.

This is where you’ll need to do some kind of competitive position analysis.

In this Process Street article, we’ll look at a framework which is designed to help you understand your competition called Porter’s Five Forces. We’ll cover:

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Audit Procedures: A Quick Tour with 19 (Free) Templates

Auditing procedures

What are audit procedures? Can you define the term with a single definition?

How are audit procedures relevant to your business?

How would you go about implementing audit procedures?

I will stop with the interrogation. I hope though, I have you thinking – I mean really thinking – about the term audit procedure. From my own experience, most people hear the term audit and have a general idea of what this is. But when it comes to defining the term or implementing audit procedures in a business, they struggle.

If you are one of those people, then luck is in your favor for having stumbled on this article. In this article, we at Process Street will take a look at audit procedures, define what they are and how they are implemented.
We then turn our attention to a specific type of audit procedure, namely, the internal audit. Finally, I will introduce to you Process Street’s new, game-changing feature: approvals.

This article is structured as below:

In the section A whistle-stop tour through Process Street’s free internal audit templates, you are presented with 19 free templates. I have listed these templates below so that you can plunge right in. Keep reading for more information on each template.

  1. Financial Audit Checklist
  2. Environmental Accounting Internal Audit
  3. Environmental Management Self Audit Checklist
  4. Management Systems Audit Checklist
  5. ISO 9001 and ISO 14001 Integrated Management System (IMS) Checklist
  6. ISO 9001:2015 Internal Audit Checklist for Quality Management Systems
  7. PPC Audit Checklist
  8. Google Analytics Audit
  9. Technical SEO Audit
  10. UX Audit
  11. ISO 27001 Information Security Management System (ISO27K ISMS) Audit Checklist
  12. SQL Server Audit Checklist
  13. Firewall Audit Checklist
  14. Network SecurityAudit Checklist
  15. Occupational Health and Safety (OHS) Audit Checklist
  16. Diversity Management Monthly Audit
  17. Hotel Sustainability Audit
  18. Laboratory Safety Procedure Audit
  19. Retail Store Audit Checklist

Shall we get started?
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How to Automate Approvals: 20+ Free Approval Process Templates

approval process

Approvals are everywhere. If you’ve worked on any project involving any kind of deliverables, chances are you’re all-too-familiar with the process of requesting and approving (or rejecting) work.

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:

Read on to learn how to hit the ground running with the approvals feature.
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Knowledge Management: How to Stop Making Mistakes and Losing Customers

knowledge management

Business is forever changing and evolving. The things you need to do to stay up to date can be daunting but the alternative is falling by the wayside.

Plus, when 78% of millennial customers won’t give you a second chance, your day-to-day interactions count more than ever.

That’s why you need a solid knowledge management system. It’s the only way to reliably manage the resources available to your team and make sure that everyone can perform to the best of their ability.

So, today on the Process Street blog we’ll be covering:

Enough dawdling – let’s get started!
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