All posts in Process Management


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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Top 5 Secret Hacks and Tricks in Process Street

Process Street hacks and tricks

At Process Street, we serve over 450,000 registered users including the likes of Salesforce, Spotify, and Airbnb. We work with our users to help them get the best out of our software. With this goal in mind, we bring you this article detailing the top 5 secret hacks and tricks in Process Street.

We found out how the Process Street team uses our nifty workflow documentation software in their day-to-day activities. We gathered the responses given from every department and narrowed them down to present 5 top hacks and tricks you can incorporate into your Process Street experience today.

With that said, let’s jump straight to it!
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“Don’t Repeat Yourself”: 4 Process Street Features to Keep Work DRY

Don't Repeat Yourself 4 Process Street Features to Keep Work DRY

Unless you work with small children or large animals, the expectation of staying dry at work is pretty high. I know my workstation is very not water-resistant.

So when Blake Thorne (our product marketing manager) pitched me an article about DRY, I had no idea what he was talking about. According to our three wise men in engineering, that’s to be expected. The DRY principle is almost exclusively used in software development; those of us outside don’t have much cause to consider it.

Or do we?

And this is what Blake wanted to get at. “It’s the principle of ‘don’t repeat yourself,’” he explained. “Cut out all the unnecessary, repetitious code.”

“But one of our values is to overcommunicate,” I countered. “Everything. Twice, even. Don’t those two concepts cancel each other out?”

“Maybe,” he conceded. “But what if they actually don’t?”

I am a sucker for a good what-if.

Here I’ll go over the principle of DRY – plus WET and AHA (oh, those rascally devs) – and how here at Process Street we manage to overcommunicate without repeating ourselves. Because I’m such a nice guy, I’ll also point out the 4 best features to get you on the same path.

Let’s get to it!
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Can Today’s COO Still Benefit from Hammer and Champy’s Reengineering the Corporation?

Can Today's COO Still Benefit from Hammer and Champy's Reengineering the Corporation?

I view most management gurus with the same wariness and suspicion the average person might approach a traveling medicine show peddling sparkling water as a miracle cure. Or, in this case, basic common sense as innovative management techniques.

Recently, I picked up Reengineering the Corporation by Dr. Michael Hammer and James Champy, both highly lauded as leading practitioners of their own concept. Based on their personal bios and their book, both are imminently pleased with themselves about this.

Fair enough. If I’d built an entire career on a single concept, I’d be pretty pleased with myself, too.

But is their idea still relevant nearly 30 years later?

I wanted to find out, so I asked many experts many, many questions (shoutouts to the ones who didn’t file restraining orders! You’re the best 💖) and read far too many long-winded reports.

These are the things I’m willing to do for you. That’s how much I care.

And because I care, I’ve taken all that super relevant knowledge, filtered it through my usual scampishness, and now offer you an overview of the book, the concept, and what it means for your favorite COO.

Let’s go break some stuff.
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A Step-by-Step Guide to Creating an Effective Swim Lane Diagram

A Step-by-Step Guide to Creating an Effective Swim Lane Diagram

Burkhard Berger is the founder of awesomex™. His articles include some of the best growth hacking strategies and digital scaling tactics that he has learned from his own successes and failures.

Process mapping is almost always beneficial to those working within the process, and those working outside it. Not all processes should be mapped in the same way. A simple process run by only one or two people can be easily represented by a basic flow chart; a process that involves multiple individuals or cross-functional teams is going to need something more complex.

Like a swim lane diagram.

Designing your own swim lane diagram – or even just mapping a process for the first time – can seem daunting. Where do you even start?

I don’t mean to brag, but we here at Process Street are kind of experts on this whole managing processes thing, and one thing we definitely know how to do well is map out processes of every shape, size, and situation. This post will walk you through all the basics of swim lane diagrams, including how to create your own one step at a time.

You can either read on to get the whole history of swim lane diagrams, or just jump straight to the tutorial:

So, let’s dive in! 🏊‍♀️
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