All posts in Process Management


Process Redesign: How We Rebuilt Our Most Vital Process in Under 20 Hours

process redesign

At Process Street, we’re proud to rock process management. So much so, we try to encourage a culture of continuous improvement across all of our internal teams & processes.

It’s even in our name. 

So how is it that our content team ended up using a process that was in pretty dire need of a redesign? 

And not just any process, mind you – the process of processes. The process we live and breathe by. The process that defines everything we do – including this very post. The one process to rule us all.

That’s right: Our blog production process was broken. 

We knew it, too. That was the worst part. The entire team was painfully aware of exactly how broken and inefficient the blog production process (BPP) had gotten. 

But you know how it is. Redesigning the blog production process became that thing that’s always on tomorrow’s to-do list.

By the time we finally found the capacity to tackle the process redesign project, there were more exceptions to the process than rules – which is not a good process management system at all. 

So the question became: How do we redesign a process that is constantly in use without breaking everything?

This is how we did it.

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Process vs Project: What’s the Difference and Which is the Best?

“Project management is a cute way to get started, but serious businesses are committed to process excellence.”  

Vinay Patankar, CEO and Co-Founder of Process Street.

I know, that’s a pretty controversial way to start this post, but so is the debate between process vs. project. You’re either Team Process or Team Project. 

We’re Process Street and the creators of the Process Manifesto, so our support towards Team Process seems pretty self-evident. But it’s not that simple. 

At Process Street, we’re not exclusively using processes. We run projects too.

There’s a time and a place for both process and project management.

But, how do you know when it’s right to opt for process management over project management and vice-versa? 

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Our Top 10 Picks for the Best Workflow Software Solutions

Business process management software (BPM) can increase company success by 70%. That’s if you’re using a tool that aligns with your business needs. 

With so many options on the market, it can be daunting to pick the right one. Doing a quick Google search will leave you paralyzed because of the endless options available. 

That’s why you’re here. We’re keeping to our promise of ‘the best,’ which is why we’ve rounded up some of the greatest workflow software solutions available to make your choice easier. 

In this Process Street article, we’re talking about all things workflow software solution-related to help you find the perfect match for your company: 

Let’s dive right in! 

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The Top 5 Process Management Tools You Should Already Be Using

The Top 5 Process Management Tools You Should Already Be UsingI really enjoy my free time. I know in some circles that’s basically blasphemy, but there’s no actual benefit to pulling 12-hour days even on weekends. In fact, the longer your workday is, the less productive you are.

Sure – you didn’t choose those long days, but there’s no way you could get through your workload without them.

Well, actually you can.

Effective process management is something every business needs but few even think about. Process management makes work easier and everyone a whole lot happier.

Here at Process Street, we’re all about efficiency and automation. Good process management doesn’t just happen by accident; you have to build it and you have to maintain it.

Fortunately, there are tools for that. I’ll go over our favorite five process management tools that’ll boost your efficiency and productivity – and still make sure you get weekends off.

If you know what you’re after, feel free to skip ahead:

For everyone else, please follow me to our first candidate…
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The Ultimate Process Management Software Buyer’s Guide: How to Choose The Perfect Platform

process management softwareIf you need to manage any kind of recurring work in your team, but aren’t sure what to look for in a process management software, then this guide will give you all of the information you need to help you make sense of the marketplace and make the best decision possible.

In this Process Street guide you will find:

By the end of this guide, you will be ready & confident to identify & make a decision about your ideal process management software.
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The 10 Best Workflow Apps Your Team Needs Today

best workflow appsWorking efficiently can be an uphill battle, especially for larger teams. Luckily, the right workflow app has the ability to make your life a whole lot easier.

Each team needs a well-structured workflow to stick to when it comes to conducting daily tasks and all that other good stuff that keeps the engine of your company running.

The right workflow app allows your team to streamline their processes and improve the efficiency of daily recurring work. However, finding the right workflow management platform to meet the specific needs of your team can be complicated due to the number of products available on the market.

That’s why we at Process Street have compiled this list of the best workflow apps on the market right now, to help you understand what’s on offer & make the best decision.

Let’s dive in!
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The Secret to Scalable Business with Rich Wong (General Partner at Accel)

scalable business process managementThis article is based on a segment from Process Street Highway 2021, where Rich Wong talks with Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business (namely, why it’s impossible without building solid processes.)

You can check out the full segment below, or read on for highlights.

Rich is a General Partner with Accel; he’s led investments across all sorts of exciting industries and companies, including sitting on the board of some great companies like Atlassian, UIPath, and Process Street.

Here’s what he had to say about why and how process management is so important to building a scalable business.
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The Law Offices of Kyle Robbins Outperform Competition by 2x (with Process Management)

kyle-robbins-estate-planning-probate-attorney-case-study

The Law Offices of Kyle Robbins, estate planning & probate attorney is a law firm in the Austin, TX area.

By using Process Street, they have been able to overcome many growing pains that law firms often face, like simplifying long, complex processes, reducing human error, and simplifying the daily recurring tasks.

As a result, their attorneys handle roughly 2x the number of cases for their industry’s average.

Owner Kyle Robbins describes how they achieved this by using Process Street to upgrade their process management methods, letting their business run at scale beyond humble Excel beginnings.

In this Process Street case study, we’ll cover:

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8 Time-Saving Hacks & Shortcuts for Process Building (From Our Team)

Top 5 Secret Hacks and Tricks in Process Street_1

96% of businesses use some kind of business process documentation, indicating a desire to document processes. Yet only 2% have fully documented processes that can be relied on for smooth business functioning, despite the widely reported benefits. There seems to be a knowledge gap preventing the full documentation of business operations. This article aims to close that gap and make it easier to build business processes for leaders worldwide.

A business process is a set of steps that, when completed in the required order, deliver the desired business outcome. Process building – aka business process documentation – is the documentation of these steps to create an actionable system to work from.

In this Process Street article, we turn to the process experts. We asked our internal team to give their top tips on process building, and here’s what we found out. We present you with our 8 time-saving tips for efficient process building.

Let’s start building!
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7 Questions to Ask When Auditing Your Customer Success Processes

customer success audit processBora Lee is the Manager of Customer Enablement at ChurnZero. She is passionate about helping customer success teams succeed by crafting big-picture strategies executed through automated, streamlined processes that put the right data in front of the right customer at exactly the right time. She works hand in hand with customer success leaders to create fruitful, long-term relationships and to maximize customer satisfaction. In her free time, you will find her scuba diving and traveling.

Since customer success (CS) is still an emerging field, it’s not uncommon to find CS leaders who are founding their company’s first CS team or creating CS processes from scratch. Being the new department on the block, you may have had to find workarounds to other team’s more established processes. Or you might have encountered the common workplace scenario of inheriting your predecessor’s way of working.

No matter how your processes came to be, I can tell you one thing: they’re not perfect.

You can’t put your processes on a pedestal or become complacent with their adherence. Your market, solutions, and customers are constantly evolving. Your processes must adapt to the people and to the context – not the other way around.

Especially when you’re implementing CS processes for the very first time, it’s impossible to account for the multiple variances that will occur when you put concept into practice.

Instead of striving for process perfection, a goal more worthy of your efforts is the continuous improvement of your processes – routinely assessing their design, usage, output, and effectiveness.

And that’s where audits come in. By auditing your processes, you can uncover if dips in your performance metrics are merely a fluke or perhaps the cause of an undiagnosed bottleneck. Or if outwardly unrelated customer complaints actually stem from the same source.

As you audit over time, your small incremental efficiency gains add up. Consistent and measured refinement is the key to sustainable growth.

When auditing, it’s all about asking the right questions to uncover both the visible and underlying issues in your processes. To keep your customer success operations running smoothly, in this Process Street article, we’ve detailed a few simple, yet commonly overlooked questions to ask during your next process audit:

Let’s get right to it!
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