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Why Excel Sucks for Employee Onboarding (You Could be Losing Millions)

Why Excel Sucks as Employee Onboarding Software-04 (1)

Employees in a well-structured onboarding program are 69% more likely to remain at the company after 3 years.” – Society for Human Resource Management (SHRM), 2010 Employee Benefits

1 out of 25 employees leave their new job due to substandard onboarding experiences.

In contrast, a good employee onboarding program can boost employee retention by 69% after 3 years.

Process Street is dedicated to helping our users improve their business operations, and employee onboarding is a prime focus area. On this, we’re surprised to learn that some of our customers have been using Excel for employee onboarding.

According to Harvard Business Review, companies – on average – lose 23% of their new hires after one year. A more thoughtful approach to employee onboarding can dramatically improve this statistic for your organization; and for that, we say, get off Excel.

“…a lot of B2B productivity products are competing with Excel sheets and other products that are totally not built for the specific problem they solve.” – Bram Kanstein, Tech Out Loud, The Product Before the Business by Bram Kanstein

In this Process Street article, you’ll learn why Excel sucks for employee onboarding, and why workflow management solutions offer better onboarding solutions.

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

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Developer Onboarding Best Practices With 11 Top Tips for Remote Teams

developer onboarding

This is a guest post by Romi Catauta at Toptal. Catauta works in the marketing field and is passionate about writing on web design, business, interior design, and psychology.

Did you know that 53% of developers said working remotely was a priority when looking for a new job?

Finding the right developers to add to your team can be one of the most challenging hiring tasks for your HR department. It’s a cut-throat market, with smart companies steering top talent away from competitors.

And when you consider most developers are looking for remote-based work, this makes developer onboarding a whole different ballgame.

To help, we at Process Street give you our top tips, tricks, and best practices that’ll help you identify, hire, and retain talented remote developers.

Whether you’re wondering how to hire a CSS developer, a full stack developer, or anything in between, this guide will help you find the perfect candidate for the job.

We at Process Street know a thing or two about remote work. The below advice has is therefore tried, tested, and approved as best practice.

What are you waiting for?

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Find the Best Customer Success Software & Grow Lifetime Customers

customer success software

Have you ever typed out a full message on your phone, only to realize that you’ve misspelled something at the very beginning?

It can often take you longer to navigate the teeny-tiny cursor back to fix your mistake than it did to write the message in the first place, right?

I’ve got a little trick that will make correcting your texts 10x easier.

If you slide your finger over the spacebar, you can move the cursor around quickly, easily, and accurately, letter by letter.

Try it!

With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works.

When you teach your clients how to maximize the value of your product, you help them succeed and you show them why it pays to stick with you.” – Tenfold, 10 Companies Mastering Customer Success

Now, if I was an organization, I’d want to provide this type of value to my customers on a far larger scale – all of the time. And, judging by the fact that the use of customer success software platforms has risen from 25% to 43% over the past few years, so would a lot of other people.

Allow me to elaborate as we go through the following in this Process Street post:

So, put your phone aside, and let’s get cracking!
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Intake Process: Onboarding Clients Efficiently & Effectively as a Law Firm

Intake Process

Lawyers are busy people.

They’re at the frontline of all legal matters, providing advice on tricky issues, resolving disputes, and representing clients in court if needs be. All. Year. Round.

Ergo: There’s a lot on any given lawyer’s plate.

With the huge amount of recurring tasks that need to be completed, on top of looming deadlines and constant work-related pressures, it’s easy for quality to slip. Especially when it comes to one of the most important processes of all – the intake process.

It’s why 61% of law firms forget to ask for the client’s name during their initial conversation, why 35% of calls from clients go unanswered, and why it takes 3 or more days for 42% of law firms to respond to prospective clients.

For a law firm to keep its prestigious reputation – and to continue working with great clients – the intake process needs to effective, efficient, and done properly.

That’s why this blog post exists.

In this post, I’ll discuss what an intake process is, its benefits, why it’s important, and how Process Street can help law firms streamline the entire process.

Read through the sections below to get clued up:

Let’s begin; the court is in session! ⚖️
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How LA Creative Technologies Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management

How LA Creative Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management-10

LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

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The 9 Best Websites for Hiring Freelancers (Who You Can Depend On)

Hiring Freelancers

This is a guest post by Ivan Boychuk. Ivan is a freelance writer who specializes in creating quality SEO content that ranks high in search engines like Google.

“Do what you do best, and outsource the rest.”Peter Drucker

Peter Drucker, who was a legendary thought leader in the area of marketing, understood that outsourcing work to freelancers can be an effective strategy to increase overall business productivity.

Why?

Because hiring a freelancer can save you time, money, needless headaches, and it can bring fantastic outside talent onboard. But with so many people chasing after the freelance lifestyle, it can be a daunting task to sift through countless candidates and hire a quality freelancer for your business.

Don’t worry, though.

In this guest post for Process Street, I’ll explain what a freelancer is, what to look for when hiring a freelancer, and show you 9 great websites for hiring freelancers! Just read through the following sections:

Let’s get started.

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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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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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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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