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.
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
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.
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.
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.
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.
Ever envisioned a world where your onboarding process is powered by artificial intelligence or where complex tasks are seamlessly managed by sophisticated algorithms?
Join us for the latest episode of Process Street’s Employee Onboarding Podcast, where Erin engages in a conversation with Tarek Kamil, the founder of Cerkl, delving into the future of employee onboarding, the transformative potential of technology, and the ethical considerations surrounding AI.
At Process Street’s 2021 Highway event, Adam Schweickert described how his team at Wetmore Consulting Group built a client onboarding workflow to collect complete information, add quality controls, collaborate with customers, and create a clean implementation handoff.
The result, according to Adam, was an onboarding timeline cut in half, better information, and a smoother client experience. The walkthrough below preserves his practical advice on conditional logic, signatures, communication, approvals, automation, process discovery, and change management.
Think back to a time when you stepped into unfamiliar territory. Can you remember how intimidating it was? That’s the dilemma each new employee faces.
They need to acclimatize to a new culture, a new team, a new role, and new responsibilities. It’s daunting having to walk into an environment where everyone except you knows what they’re doing.
Mentors are responsible for offering a support base for the new hire to get settled in their role quicker. These mentors use their past experiences to offer sound guidance, helping build the new employee’s confidence and skills from the get-go.
Mentoring new employees happens during onboarding, but how can you make the most of it? In this Process Street post, I’m taking you through the mentoring program and how it can be your secret weapon to reduce new hire churn.
We chat with Zapier CEO Wade Foster, who shares how one of the fastest-growing remote companies in the world onboards their employees, manages Slack, organizes communication, and more.
We chat with