All posts in Onboarding


How to Build a Knowledge Management System (KMS): The Basics

knowledge management system

Knowledge is power, but you need a system in place to harness that power effectively.

Everything that happens in your business depends on some kind of specialized knowledge, whether it’s new employee onboarding, dealing with customer requests, compliance issues, or marketing a new feature launch.

Your knowledge management system is the firm foundation upon which you build your business.

Despite this, statistics show that as many as 40% of employees do not utilize proper knowledge management solutions, and between 7-20% of their time is spent figuring out a problem from scratch when the solution already exists somewhere in the company.

These bad business practices cost Fortune 500 companies $31.5 billion each year.

How much money are you losing, and how much time are you wasting without a proper knowledge management system in place?

Knowledge management shares many fundamental principles with the idea of business process management (BPM), and as such it’s possible to use BPM software like Process Street to implement a powerful knowledge management system.

In this article, we’ll be looking at:

Let’s start by understanding some basic principles of a knowledge management system.
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SaaS Onboarding: The Strategy We Used to Triple Conversions

SaaS onboarding

This is a guest post by Daniel Ndukwu. Daniel has extensive experience in digital marketing and is the Founder of KyLeads. There he helps business owners and publishers increase their leads and audience engagement with smart popups, interactive quizzes, and surveys.

In 2017, I had a brilliant idea.

Many of the tools for conversion rate optimization are point solutions. They make popups, landing pages, quizzes, surveys. Very few of them – if any – combine those functions into one.

I decided I would tackle the challenge by building a tool (now called KyLeads). It would allow people to create surveys, popups, and quizzes for lead generation and customer research.

After going through two development teams, rebuilding our user interface, and learning first-hand how hard it is to make software, we launched.

There was little fanfare and only a few customers when we started. But my team and I kept going. We knew it would be a long journey to success – and it’s paying off.

This article shares the best practices, tactics, and processes we used (and are still using) to improve our SaaS onboarding and grow our business into something spectacular.

Want to turbocharge your business’ onboarding successes and conversion rates in half the time?

Just read through the sections below to uncover these insider tips and tricks yourself:

Now, let’s get stuck in.

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14 Job Description Templates to Help You Write a Killer Job Description Today

14 JOb Description Templates to Help your Writer a Killer Job Description Today

$4,129 is the estimated cost of a new hire, making that empty chair an expensive one to fill.

You want to get your hiring process right. You want to hire the ideal candidate. But where do you start?

At Process Street, we say you start your recruitment process by writing a solid job description.

This is no easy task, you have around 14 seconds to convince applicants that your job is the perfect job for them.

Get your job description right, and you can draw in the most qualified, skilled and well-fitting applicants.

This is why Process Street has created these 14 easy and free to use job description templates, for you to obtain the best applicants for your advertised role. Our 14 job description templates are listed below:

Before we jump into these templates, let’s take a moment to consider what a job description template is, and why they are needed.

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How to Automate User Onboarding with Customer Education

How to automate user onboarding with customer education

This is a guest post from Kyriaki Raouna, a Content Writer at LearnWorlds writing about marketing and elearning. She is an experienced career consultant and a content writer for SaaS.

User onboarding is one of the hottest topics of discussion amongst SaaS companies. You start thinking about it on day zero of your launch and continuously improving onboarding as your business grows.

Welcoming and educating users on the use of your product is a priority for software businesses, and while you scale, you will want to automate the onboarding process.

In fact, the quicker you do so, the better. Customer onboarding is a huge opportunity for every SaaS. Especially if you are working to increase sales and reduce churn rates.

When onboarding is combined with customer education, it becomes the ALPHA and OMEGA of activating users and ending up with loyal customers who are experts in your product and advocate for you.

Indeed, the biggest software companies with a highly valued brands use education as marketing and for user onboarding, but more on this later…

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Why Google’s Onboarding Process Works 25% Better Than Everyone Else’s

Even tech giants have humble beginnings.

In the halcyon days when Google was making the transition from a bedroom to a rented garage in Menlo Park, it won’t surprise you to learn they didn’t have a tight onboarding process in place.

For years Google ran on a single, sprawling spreadsheet including a ranked list of the company’s top 100 projects. The projects were confusingly graded on a scale between “far out” and “skunkworks”, and the founders handled the process with a ‘who cares’ attitude.

Since that point, everyone knows Google has made leaps not only in the Internet space but also in the workplace. The company is the #3 world’s most valuable brand and the #3 best employer in America. Its made extremely effective tweaks to its hiring process over the years, but what isn’t reported as often is its approach to new employee onboarding — the process of getting a new hire equipped with everything they need to integrate into the company culture, work effectively and succeed.

The wackier aspects of Google’s orientation process are widely known. We’ve heard about the Noogler beanies with motorized propellers, and the Mountain View all-Noogler TGIF meetings where the founders “just come in and make some dad jokes”. The inner workings of the process, however — the parts that make it so notoriously effective — aren’t as obvious.

In this article, I’m going to run through the nuts and bolts of Google’s ‘just in time’ employee onboarding process, and some of the supporting events that happen during.

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App Virality Hacks: How Trello and Asana Grew to Millions of Users

Trello vs Asana

If you’re looking to rapidly grow your user-base by optimizing your product, simply signing up to Trello and Asana will give you a masterclass.

These two apps are optimized for virality because they work best when teams collaborate around them. Here’s how it’s done.

The whole point of project management apps is to give teams a central place to collaborate, update project status and store information. Trello and Asana aren’t particularly useful for individuals, so their product teams put extra effort into getting users to propagate the apps within their own organizations. No marketing required.

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Freemium Conversion Rate: Why Spotify Destroys Dropbox by 667%

Freemium Conversion Rate

In 2015, The Fader reported huge news for Spotify. Out of its 75 million monthly users, 20 million are paying customers.

A 26.6% conversion rate is staggering on freemium products. As Jason Cohen says:

“A really good conversion rate for free-to-paid is 4%, like Dropbox. Awesome for them, but normal rates are more like 1%, and that’s if users are reasonably active.”

If 1% is average, and Dropbox‘s “really good conversion rate” is 4%, then 26.6% is absolutely bloody ridiculous.

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6 Retail Process Checklists to Slash Running Costs & Improve Revenue

Retail Process

Retail stores are a must for today’s essential items. Not every retail store is a success, though, many smaller chains find out that the retail business is tough. If you don’t have a plan in place to help you fight the problems then you will struggle to make your business a success.

With today’s ever-growing competition on the high street from bigger chains and smaller chains, you will find it difficult to win over customers if you sell similar sorts of products. Even if your business is making profits or continually selling products, are you sure on how to keep it going? Do you know the basics from cleaning the store to displaying it correctly?

Here at Process Street, we have created 6 retail process checklists to help you keep on top of your business. These retail process checklists can be used daily and are stacked full of helpful information aiming to make you succeed in the retail world. Continue Reading

9 User Onboarding Tools to Smash Your Revenue Targets

user onboardingEffective user onboarding can make or break your business.

Poor onboarding of new users will mean a high number of users unsure how to use your product or how to get maximum value out of it.

This leads to churn, and lots of it.

According to TechCrunch, one in four mobile apps are abandoned after the first launch while Andrew Chen tells us that 77% of users drop an app just 72 hours after download.

In order to run a sustainable business, you need to make sure that the potential new users who sign up for your service are able to quickly and clearly understand why they should keep using your product.

We need to keep users active and increase the proportion of users who are paying customers. Then we can start driving the business forward!

But how do we do this?

Experiment. No one on the internet will be able to tell you exactly what you need to do to make your product a success. You have to find out for yourself. You need to test and iterate, gather data and analyze. This is your route to building a brilliant product.

With all this in mind, this Process Street article is going to cover:

  • Why user onboarding is super important
  • The key user onboarding approaches different businesses use
  • Sujan Patel’s 6 onboarding experiments for ContentMarketer.io
  • Kevin Dewalt’s 4 steps to implement concierge onboarding
  • The 3 steps Process Street has taken to improve user onboarding
  • AND 9 tools to help you experiment with your user onboarding

Don’t say we don’t treat you!

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How Uber’s Onboarding Process Beat Taxis on Customer Satisfaction

uber onboardingUber currently has drivers operating in 633 cities worldwide. From nowhere they have stormed the market and disrupted taxi services globally.

Uber is one of the biggest successes of the sharing economy.

But what is it about Uber that allows for it to dominate the market?

There is of course the convenience of ordering through the app and all the benefits of the product but, as reported in The Richest, one big plus point is the drivers themselves. Consumers prefer them to taxi drivers.

Partly this is down to having an internal rating system to incentivize drivers to provide high quality services. However, to keep standards high Uber qualifies and onboards drivers to prepare them for their task of protecting the Uber brand.

In this Process Street article we’ll look at how Uber does this. We’ll investigate:

  • The importance of effective onboarding
  • How Uber enters a new market
  • The Uber driver application process
  • How Uber onboards new drivers

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