We’re an ambitious bunch here at Process Street.

In terms of numbers, we’ve published over 1,000 onsite blog posts, over 300 offsite blog posts, penned 5 huge ebooks, attended many an external webinar, and created many a podcast, too. And this is only our content marketing team’s efforts. If I were to discuss the phenomenal accomplishments of our other departments — from engineering to sales, product to customer success — we’d be here all day.

Despite our company-wide accomplishments, we knew in 2020 that we could push ourselves further (especially considering our $12m cash injection from Accel, Salesforce, and others). Naturally, we turned the ambitious goals and objectives we’d set ourselves up a notch.

This meant that, rather than only working with KPIs, we threw OKRs into the mix as well.

Not to toot our own horn too much, but I can say with confidence that the choice to do so went in our favor. In fact, we’ve had some of the best months ever since deploying OKRs!

This is why, in this post, I’m going to tell you everything that we learned from internally deploying OKRs at Process Street. Specifically, I’ll give you a quick recap on what OKRs are, go over our method for implementing OKRs in detail, recount my experience of getting used to (and then loving) OKRs, on top of providing 5 tried-and-tested tips for deploying OKRs at your company.

Just read the following sections to get completely clued-up:

• OKRs: A quick breakdown
• How we deployed OKRs at Process Street
• Deploying OKRs: How do they impact the rest of the company?
• 5 tips and tricks for deploying OKRs at your company

It’s time for you to pivot to OKRs and hit challenging targets like a pro, too.

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Netflix doesn’t do bonuses. They don’t do formal reviews and they don’t do staff training.

Instead, their HR practices involve heavily scrutinizing employees’ skills and capabilities, and ruthlessly firing them for being good, not great.

“Netflix and chill” it is not.

But, despite these seemingly harsh HR practices, 71% of Netflix employees would encourage their friends to become co-workers. They’re officially the best place in the world to work (even beating the likes of Google, Facebook, Amazon, and Apple). Their employee turnover is only 11% a year, which is below the 13% annual average for tech companies. They’ve maintained a voluntary attrition rate of 3-4% over the last two years, and they make around $2 million per employee.

“Netflix has not only captivated the attention of its customers around the world, but also continues to grow its reputation as an attractive, sought-after employer.” – Forbes, Incubating Culture: How Netflix Is Winning The War For Talent

So, why is Netflix the best place to work, how do they maintain such a productive workforce, and what lessons can we take from them?

Grab some popcorn and let’s find as we go through the following in this Process Street post:

• HR practices: How Netflix does things
• 4 HR practices that changed HR forever
• How Process Street embraces Netflix’s HR practices & why they work for us
• Are Netflix’s HR practices right for you?

Settle in for the story of the year (that you can’t stream)…

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Process Street is a simple, free and powerful way to manage your team’s recurring checklists and procedures.

Process Street helps you automate tasks, track progress, and manage documents — plus it integrates with over a thousand of your favorite apps.

Thousands of businesses in every industry use Process Street to make their recurring work fun, fast and faultless. We’ve been listening closely to our customers, and Process Street 3.0 proves it. Sign up for a free trial and take Process Street for a spin.

Processes are a part of daily life for every person in every role in every business. We designed Process Street to power any kind of process: employee onboarding, rental property inspections, new client onboarding, firewall security audits, monthly sales forecasts, and many more.

We’ve built strong lines of communication with businesses who use Process Street every day; with the launch of Process Street 3.0, their feedback has helped us make our platform:

• More powerful, with greater control to orchestrate and automate complex multi-departmental workflows.
• More intuitive, with a redesigned user experience to help you implement and manage all your processes even faster.
• More accessible, with new time-savers like application speed improvements, single sign-on, and a slick iOS app.

Before we dive into all of our 3.0 features, you have to check out our new explainer video! As you watch, consider what it can mean for your business if every person on your team knows what to do, and when.

Satisfying, right?

The feeling of working together to get processes done right, and right on time.

Ok let’s jump into it.
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Major setbacks. Lengthy delays. Unnecessary bottlenecks. When important items aren’t rejected or approved in time, progress is halted.

Take the United States’ government shutdown in 2019.

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I was once abandoned when I was six years old.

We were shopping in a busy department store when I decided to ride the escalator one more time, while my parents kept on walking.

Although I now know that my parents were completely oblivious to my own decision to take a solo trip down the escalator, I’ve never forgotten the fear, anxiety, shock, and anger I felt when I reached the bottom of the next floor down.

I didn’t know where to go, what to do, or how to find them again. I felt lost, uncared for, and cruelly abandoned.

Ok, so I wasn’t really abandoned and I was, in fact, entirely to blame for this incident – but I’ve never felt the same about escalators or busy department stores since. I still avoid both.

I’m sure we’ve all had similar “abandonment” experiences when we were kids, but maybe we’ve had some more recently too…

Feeling lost, abandoned, and unappreciated is the #1 reason customers move away from products and services and is why 52% of customers will never touch a brand again.

“Humans are driven by feelings. So if you want the consumer to remember your product or brand, they must be engaged and impassioned by the interaction with your company.” – Inc, Harvard Professor Says 95% of Purchasing Decisions Are Subconscious

Not with Process Street though. Thanks to our customer success team, no customer of ours ever feels lost, uncared for, or abandoned.

How? Let’s find out together as we go through:

• The 4 best practices our customer success team follow
• How our customer success team succeeds at customer success

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I have a riddle for you:

What has four sides, often goes missing, comes from trees, and can be expensive to reproduce?

I’ll give you a hint.

It wastes up to 40% of on-the-job time, and about $120 billion per year in the US alone.

Need another?

Around 7.5% of them will be lost or misplaced each year (about one lost every 12 seconds), and for each that gets lost you’re looking at a loss of between $350 to $700 in employee time.

Did you get it yet?

Condescending sarcasm aside, I am of course talking about paper forms. But this article isn’t about paper forms, per se; it’s about how you can get rid of paper forms in your business with form automation software.

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You asked…

We listened.

Let me introduce you to Process Street’s swanky updated feature, conditional logic within tasks.

What does this mean?

Simply put, it means that you can use Process Street to build quiz templates by creating rules within tasks using conditional logic – these rules then generate personalized outcomes.

In other words, you can create tasks within checklists that adapt to meet your personal needs and circumstance.

Conditional logic within tasks can also be used to shorten the length of your overall template.
Say goodbye to scrolling through irrelevant questions that don’t apply to you and claim back the time you once wasted filling out online forms.

To find out more about this feature and to see it in action check out our pre-made free templates and keep reading.

Alternatively, to jump to a specific section of this post, click the appropriate link below.

• What is conditional logic?
• Best practices for using conditional fields to create a quiz template
• Use and edit our pre-made quiz templates and checklists
• Use Process Street to build your own quiz template and superpowered checklists

To get started, here’s a quick list of all the templates in this post:

• Employee Review Template
• Leadership Legacy Assessment Test Template
• Peer Review Example Template
• Generic Quiz Template
• This Or That Questions Quiz
• Career Assessment Quiz Template
• Multiple Choice Test Template
• What Is Your Work Style Quiz Template

Read on to learn how conditional logic helps to make your daily workload easier.
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Homeowner associations (HOAs), also commonly referred to as community associations or residents associations, are on the rise in the US.

A 2019 study found that nearly 60% of recently built single-family houses, and 80% of houses in new subdivisions, are part of an HOA.

If we were to break that down by region, HOAs govern about 33% of homes in the Northeast, about 50% of homes in the Midwest, and at least 75% of homes in the West and the South.

All in all, there are now almost 310,000 HOA-governed communities in the United States, which is a staggering 260% growth since their inception in the 1970s.

Needless to say, it’s likely that you will encounter an HOA property while house-hunting, and if you are on the other side (an HOA community member) it’s important that you and the other members manage the association well to keep the community happy and attract new residents who could easily choose an alternative.

This post aims to provide you with the tools you need to manage an HOA that stands out and establish a community that not only feels confident in the leadership team, but also provides the space for members to contribute in a way that benefits the collective.

We will be covering:

• What is Homeowner’s Association Management?
• Process Street Checklists: Optimizing HOA Management
• HOA Audit Checklist
• HOA Budget Preparation Checklist
• HOA Property Maintenance Checklist
• HOA Home Cleaning Checklist
• HOA Newsletter Template
• HOA Board Meeting Agenda Template
• HOA Annual Board Organization Checklist
• HOA Transition Checklist
• Enhance Productivity and Collaboration with our Approvals Feature
• Other Useful Resources for HOA and Property Management

Here is a preview of the free homeowner’s association management checklists that we’re offering in this post:

Let’s get started!
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People are the most important asset in a company; processes need people to execute them, and the outcome of these processes is often a function of how well the instructions have been put together.

If the outcome is less than ideal, then don’t just blame your employees: check your processes.

Standard operating procedures (SOPs) are there for your employees to follow so that the job gets done properly. SOP software is all about figuring out how to innovate and improve efficiency in your internal processes.

This Process Street article will help you understand the benefits of SOP management software and give you some actionable SOP templates to get started. We’ll be looking at:

• What is SOP management software?
• Should you implement standard operating procedures at your company?
• 5 features to look for when choosing a SOP management software
• Benefits of a SOP management software
• Using Process Street to manage your SOPs
• More SOP resources

Let’s start with a simple introduction to what SOP management software actually means.
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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.

• The LA Creative Technologies story: LA Creative Technologies as a management service provider
• The challenge: Client onboarding and offboarding
• The challenge: Project management
• The results: Client onboarding and offboarding
• The results: Project management
• Question time with LA Creative Technologies

Let’s get started.
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