At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery. 

The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus. 

However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management.

Alana Wells, Chief Operating Officer joined the company in April 2024.

In this case study, we’re going to cover:

• Challenges faced by Avion Wealth & How Process Street assisted
• How Process Street transformed Avion Wealth’s operations
• Benefits gained by implementing Process Street
• Key uses of Process Street at Avion Wealth
• Results: How Process Street empowered Avion Wealth

Golchin Consulting Services has revolutionized manufacturing operations through automation. Principal Consultant Rashid Golchin shares how they transformed a CNC machine shop’s chaotic manual document handling into an efficient, automated process with Process Street.

Rashid began using Process Street over six years ago while working as an Operations Manager at a manufacturing facility in British Columbia.

The CNC machine shop, specializing in industrial gears, was burdened with inefficiencies that disrupted daily operations.

In this case study, we’re going to cover:

• Why Golchin Consulting Services implemented Process Street
• Challenges faced by Golchin Consulting Services
• How Process Street addressed these challenges
• Benefits of implementing Process Street
• Key uses of Process Street at Golchin Consulting Services
• Results: The impact of Process Street on operations

Efficient project management is crucial for productivity in all workplaces, regardless of the industry, but juggling multiple tasks and deadlines can be overwhelming without the right tools.

That’s why Process Street has introduced the new Tasks feature. 

We’ve centralized task management, added flexibility for unexpected tasks, and enhanced compliance and scheduling. 

These improvements make the system more intuitive and user-friendly, incorporating your feedback for better task management and productivity.

So, if you’re ready to streamline your workflow and boost productivity, read on to learn more:

• Solve common project management issues with the tasks feature
• Learn more about Tasks

Managing tasks and team responsibilities can be overwhelming, especially with multiple projects and deadlines. 

Traditional systems often lack the flexibility and visibility needed to stay organized and productive, leading to missed deadlines and overlooked tasks.

That’s why, our ‘My Work’ feature, previously known as ‘Inbox,’ has been significantly revamped! 

We’ve renamed this tab, moved comments to the main navigation for easier access, and combined the Inbox and Upcoming views into a streamlined interface. 

These changes make the system more adaptive and personalized, incorporating user feedback for better task management and productivity.

Ready to re-think project management? Then read on to find out more:

• Overcoming the challenge of project management
• Experience the difference with ‘My Work’!
• Learn more about our new ‘My Work’ feature

In this Spotlight Series blog, we are delighted to introduce Tony Vila, our Senior Product Designer.

Tony has been working with us for nearly two years and is our go-to expert for shaping user experiences that marry functionality with aesthetics. 

With a background in horticultural product design and a passion for UX/UI, Tony brings a unique perspective to our team. 

His journey from aspiring music teacher to seasoned UX/UI designer has been marked by pivotal moments in London’s startup scene, where he honed his skills and embraced the dynamic challenges of B2B product design.

Join us as we delve into Tony’s journey, insights, and the impactful projects that define his tenure at Process Street:

• All about Tony
• Tony’s professional experience
• Tony’s role at Process Street
• On being part of the Process Street team
• Some random questions

Colliers is a global commercial real estate company that helps its clients select corporate real estate, manage lease renewals, and handle portfolio strategies.

It’s a massive operation that requires an intense amount of organization and transparency to deliver the best services for its clients. One of the ways it accomplishes this is by using Process Street.

But how did Colliers come to use Process Street? And how has it helped transform its operations? We will answer those questions and more in this case study.

We’ll cover:

• The challenge
• The solution
• The results

If you want to learn more about how Process Street has helped Colliers, check out our video about it below:

Welcome to the Employee Onboarding Podcast, where we dive into cutting-edge onboarding strategies and gain insights from HR leaders.

Today, we’re thrilled to be joined by Keisha Toussaint who is a seasoned HR professional crafting exceptional onboarding experiences.

With eight years of HR expertise and a master’s degree in human resource management, Keisha leads initiatives in learning and development, employee engagement, and relations at Betches.

She prioritizes honesty and transparency in onboarding and highlights the crucial role of managers in tailoring experiences to individual needs and preferences.

Here’s everything we’re going to cover in this episode:

• Introduction & an icebreaker question
• Crafting exceptional onboarding experiences with Keisha Toussaint
• The role of managers in shaping a welcoming environment
• The role of AI in onboarding
• Customizing onboarding experiences to individual needs

You can also listen to the podcast on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

In our 20th episode of the Employee Onboarding Podcast, we are honored to host Dr. Christina Moran, joining host Erin in an insightful conversation on employee onboarding and creating exceptional onboarding experiences.

Dr. Christina Moran is a licensed psychologist and an esteemed member of the leadership team at a renowned design architecture firm.

Together, they explore innovative ideas and best practices gleaned from Christina’s extensive expertise in people leadership, organizational effectiveness, and psychological research.

Join us as we unravel the essential elements that contribute to successful onboarding and learn valuable insights into prioritizing the human touch amidst evolving technological advancements.

Here’s what we’ll cover:

• Introducing Dr. Christina Moran
• Exploring Dr. Moran’s passions and interests
• Applying psychology to the workplace
• Elements of a great onboarding experience
• Productive onboarding and its downfalls
• Motivating colleagues for onboarding
• The starting point of onboarding
• Balancing AI with human touch
• Creating “wow moments” for new hires

Also listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Today, we’re going to take a look at Improvizations, a workforce consulting firm that works with a huge variety of organizations to improve and automate their business processes. 

As part of our Solutions Partner program, CEO and founder of Improvizations Bryan deSilva engages his clients and gets them as excited as he is about continuous improvement. 

Together, we’ll dive into how Bryan and his team accomplishes this with Process Street, along with a bit about his own life and what gets him so excited about workflows. 

• What Improvizations specializes in
• What Bryan loves most about being a Solutions Partner
• The best part of Bryan’s job
• What Bryan does when he’s not building workflows

Join us as we take a closer look at the success story of Kelli Segretto of K Segretto Consulting, a leading Property Management Consulting business.

In this partner spotlight, we will explore how the strategic integration of the Solutions Partners program has played a crucial role in driving K Segretto Consulting and her clients to new heights of success. 

You will discover how Kelli leverages the power of Process Street to create customized workflows, setting a new standard in property management consulting.

Learn how Kelli leverages the Solutions Partners program to grow her own consultancy, along with fun facts about her personally and the workflows that have brought her the most joy.

• The scoop with Kelli’s process management consulting company
• What Kelli loves most about the work she does as a Solutions Partner
• The most fulfilling workflow Kelli has built for a client
• What Kelli does when she’s not building workflow
• What else makes Kelli tick?