All posts in Onboarding

How The PSC Saved 70% of Onboarding Time and Eliminated Manual HR Processes

The PSC case study

The PSC is a leading UK public relations and communications consultancy specializing in strategic communications for the property, planning, and built environment sectors. With a growing team supporting high-profile clients across the industry, maintaining efficient HR operations became critical to their success.

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How Fairwinds Technologies Transformed Government Contracting Ops with Automated Workflows

Fairwinds case study

Fairwinds Technologies is a value-added pass-through reseller serving government agencies, essentially functioning as “the easy button for the government” enabling agencies to source items and have them delivered efficiently.

As Vice President of Operations, Raye Ragan drives operational excellence initiatives at this rapidly growing government contractor.

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

DIH 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%

Image showing the introduction to an article titled, "How Raw Capital Partners Cut Onboarding Time by 70%"

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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