This Employee Spotlight is a profile of Anne Perry, who was Director of Solutions Consulting at Process Street when this interview was published in March 2023. Anne shares her path from entrepreneurship and customer support to building a Solutions Consulting team, along with the personal principles that shaped her leadership.

Published for International Women’s Day, the conversation covers business building, burnout and rest, remote work, women in leadership, money management, house design, roller skating, family, and life with her dog Looie.

This employee spotlight profiles Tara Larson, who led Revenue Operations at Process Street when this conversation took place in March 2022. Tara talks about the people behind RevOps, customer-first growth, and the experiences that shaped her work.

The premise was simple: the interviewer only kinda/sorta understood RevOps, and Tara was the best person to explain it. She arrived with a Harvard background in sociology and neurobiology, international experience across business, academia, and education, and a second life as a certified ski instructor. The role and company references below describe that point in time.

Headless BPM is business process management in which the process engine runs independently of any user interface. The process definitions, the runs, the task state, the approvals and the audit trail all live in the engine, and every one of them is reachable over an API. Whatever calls the engine gets the same behaviour and the same enforcement, whether that caller is a custom front end, a mobile app, a nightly script or an AI agent.

The word headless comes from content management, where a headless CMS separates the content repository from the presentation layer. Business process management had the same separation available for years and mostly ignored it, because the interface was the product. Agents changed that arithmetic. A process that exists only as a sequence of screens is a process no agent can read.

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A Microsoft Word checklist template is an editable document with ready-made checkboxes and task rows. Use it when you need a simple list you can customize, save, print, and share without adopting new software.

Download the free Microsoft Word checklist template. The file includes fields for the checklist name, owner, date, due date, tasks, and notes. Open it in Word, replace the blank rows, then save your own copy.

This employee spotlight is a profile of Leti Escanciano, who was a Senior Frontend Engineer at Process Street when this conversation took place in June 2022. She shares her path into frontend engineering, what persistence looks like in practice, and her advice for women building careers in tech.

What do a neuroscientist, a DJ, a college professor, and a bartender have in common? They have all worked at Process Street. A remote company draws from a wider talent pool, startup work attracts its share of liminal weirdos, and a strong company culture recognizes that tacit knowledge can be as valuable as explicit training. Workplace management software can support the shared systems behind that distributed work, but the people and their different backgrounds make the culture.

Shape Up is a product development method that fixes the time and varies the scope. Teams shape a bet, commit to a six-week build cycle, and cut or adapt requirements so they can ship useful work on schedule.

At Process Street, that shift helped our engineering, product, and design team reduce a development cycle from roughly six months to six weeks. Delivering features and modernizing our tech stack via Shape Up became parts of the same bounded strategy, rather than competing imperatives. The method created room for technical modernization without putting feature delivery on indefinite hold.

Workflow management software is a system that gives teams one place to define recurring work, assign ownership, route approvals, automate handoffs, and track whether every required step happened. The right system turns a process from a document people are expected to remember into work that runs with control and produces proof.

This guide explains the essential features, benefits, use cases, selection criteria, implementation steps, and automation patterns behind modern workflow software. It also shows how Process Street compares with Qntrl and adjacent tools, and links to a broader review of the best workflow management tools for buyers who need a wider shortlist.

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Your brand is critical to building a great culture with your team and a deep relationship with your customers. Custom branding helps people recognize the right process before they read a single instruction. In Process Street, cover images and emoji icons give workflows a distinct visual identity, while rich emails carry a consistent experience into customer and employee communications.

New employees, customers, and partners should always experience your brand in the best possible light. The goal is practical, not decorative. A clear visual system reduces hesitation, separates similar workflows, and reinforces which team or business owns the work. With a few repeatable choices, your workflow library becomes easier to scan and your outbound messages become easier to trust.

When you process 35,000 insurance claims a year, every minute spent on manual assembly is a minute of revenue left on the table. A mid-market healthcare practice running multiple locations discovered that firsthand, then cut their appeals prep time by 7x after moving to Process Street.

This is the story of how a multispecialty outpatient clinic replaced a fragmented stack of disconnected tools with a single HIPAA-compliant workflow platform, eliminating manual PHI handling and recovering thousands of hours a year.

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Celebrating million-workflow scale was the clearest symbol of a record-breaking year inside Process Street, and the milestones went well beyond one number. By the end of 2021, customers had created more than one million workflows on the platform.

That represented one million ways teams were helping us make recurring work fun, fast, and faultless. Process Street’s 2021 highlights also included product launches, a first user conference, new customer stories, a growing community, and the return of carefully coordinated team gatherings.