All posts in Onboarding

How Demshi Investment Holdings Scaled from 3 to 1,600+ Clients in One Year

Demshi case study

Demshi Investment Holdings is a Namibian telecommunications infrastructure company that specializes in open-access fiber network operations. They build and maintain fiber infrastructure that Internet Service Providers (ISPs) can lease to connect customers to the cloud, operating across multiple towns throughout Namibia.

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How a Top Healthcare Investment Firm Unified Global IT Operations and Boosted Accuracy

Global health case study

A global leader in healthcare investment, this firm manages one of the industry’s most diverse portfolios, spanning seed-stage biotech ventures through large public companies in equity, private equity, and private credit.

Operating across seven offices worldwide, the organization’s IT team plays a critical role in maintaining the infrastructure that powers its global investment operations, where precision, speed, and compliance are non-negotiable.

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Accentuate Web Design & Marketing Cut Onboarding Time by 90% with Process Street

Accentuate case study

At Accentuate Web Design & Marketing, spearheaded by CEO and Digital Strategy Consultant Eden Brownlee, managing the intricacies of building robust digital presences for SMEs is a continuous endeavor. From strategizing brand missions to efficient onboarding of developers and strategists, the company faced operational challenges in maintaining process currency and efficiency.

The turning point came during a conference over five years ago, when a recommendation introduced Eden to Process Street as the ideal solution to optimize their workflows.

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Planning Pros Cuts Compliance Time and Saves $20,000+ Annually with Process Street

As a financial advisory firm navigating the complexities of the insurance landscape, Planning Pros faced unique challenges brought about by stringent regulatory demands. From processing client applications to managing month-end checklists, the need for a streamlined, secure, and compliance-driven system was vital. This was where Process Street turned the tide for them.

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How Paul Abel Cut Headcount by 75%, Quadrupled Revenue, and Scaled Compliance with Process Street

elite business ventures

Elite Business Ventures (EBV) was a high-volume compliance and safety solutions provider with over 65 employees and millions in annual revenue. Known for brands like OSHA4Less, EBV served tens of thousands of customers in regulated industries across the United States.

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From 1 Week to 1 Day: 1818 Venture Capital’s New Spin on Intern Onboarding

1818-venture-capital

Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach. Continue Reading

How Salesforce & Process Street Nailed Client Onboarding at Scale

Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.

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How Raw Capital Partners Cut Onboarding Time by 70%

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Raw Capital Partners faced multifaceted challenges in their pursuit of operational excellence. 

At Raw Capital Partners, the demands of mortgage documentation and due diligence are critical challenges due to regulatory compliance requirements. 

From ensuring compliance in mortgage handling to streamlining employee onboarding, Raw Capital needed a solution that could effectively address these needs.

They wanted a solution that could guarantee accuracy and consistency in all operations.

This is where Process Street stepped in, offering tailored solutions to improve compliance and optimized their approach to operations.

Here’s a breakdown of the story:

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Zonos Streamlined Customer Onboarding and Slashed Implementation Time by 40% with Process Street

Zonos is a software company headquartered in St. George, Utah, whose software allows businesses to automate the complexities of international e-commerce. This includes automating the calculation, collection, and remittance of duties and taxes.

The software company makes it easy for international shoppers to make purchases on websites with language and currency localization and the ability to prepay duties and taxes. Zonos also automates cross-border compliance and HS code generation.

Although the company strived to improve their customers’ international shopping experience, they faced challenges when getting these clients up and running with their software. Especially those with complex software integrations that varied in requirements. 

The previous system Zonos used for their customer onboarding was clunky and lacked the flexibility they needed, making the experience cumbersome and inefficient. This prompted Zonos to seek a more dynamic and user-friendly solution. That solution turned out to be Process Street.

In this case study, we’re covering:

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Employee Onboarding Podcast: What Makes a Successful Onboarding Process?

Image showing the introduction to a blog post titled "What Makes a Successful Onboarding Process?"

Welcome to the Employee Onboarding Podcast, where we explore the best practices and innovative ideas from the world’s top HR professionals and thought leaders. The topic for this podcast: What really makes a successful onboarding process.

Today, we’ll be joined by Maxine Dorkin, a dynamic professional in the youth employment sector and currently a PhD candidate at the University of the Witwatersrand in South Africa. 

Maxine’s impressive journey includes managing work readiness programs that have impacted over 5,000 unemployed youth, extensive experience in the nonprofit sector, and a pivot into the technology space where she now excels in designing and facilitating onboarding programs.

Join us as we uncover Maxine’s insights on how to align personal values with organizational missions, the importance of community in the workplace, and strategies to enhance employee engagement and retention. 

This conversation provides practical takeaways for any HR professional looking to elevate their onboarding process.

Here’s what we’re going to cover in this episode:

Let’s get started!

You can also listen to the podcast on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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