Process Street – Page 2 – Process Street

All posts in Process Street


Best Process Documentation Software Compared: Office 365 vs Process Street

process documentation software header updated title

You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.

A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.

Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:

Basically, we don’t think you have to be some elite business process management hacker to see massive improvements – you just need to know how to use it with the rest of your stack.
process documentation software - elite hacker

Let’s get started.
Continue Reading

8 Example Processes to Guarantee Consistency in Your Business

example processes header

“Imitation is the sincerest [form] of flattery” – Charles Caleb Colton

There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.

Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.

After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.

To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:

  • Scheduling a recurring daily routine
  • Tracking your employee onboarding
  • Surveying your email list or clients
  • Automatically managing customer data in Salesforce

example processes idea gif

Continue Reading

How To Boost Efficiency with Advanced Process Street Features

advanced process street - header

The introduction to Process Street for consultants covered the basics of using the app, but now it’s time to take a deep dive into the advanced features.

Using these, I’ll show you how to make the most of your business processes, automate your busy work, be more productive in general, and make sure that you and your clients’ operations are both scalable and efficient.

Whether you’re working with HR templates or IT processes, today I’ll show you how to:

  • Copy templates between organizations to easily hand them off to clients
  • Customize your template overview to have a personal view of all checklists run
  • Share, embed, export, and print templates and checklists to allow off-and-online access, whether the recipient has a Process Street account or not
  • Automate basic tasks to free up time, letting you and your clients scale more easily
  • Use “variable” information to keep data across your checklist in sync
  • Create custom links which trigger new checklists (and push data into these new checklists automatically)
  • Integrate Process Street with other apps and websites using custom links

advanced process street consultants - all the benefits

It’s time to get stuck into the meat of how to make the most of Process Street’s advanced features and further benefit your clients.

Continue Reading

An Introduction to Process Street for Consultants

process street consultants - header

Today is the first post in a new series – a guide to help consultants and their clients work with Process Street to boost efficiency and be more productive.

Whether you’re documenting your clients’ business processes, updating their toolkit, or generally improving company tools and practices, Process Street is the easiest way to document and manage both your personal and clients’ workflows.

Over the next seven weeks we’ll go through:

  • An introduction to Process Street for consultants – why you should care, and the core features
  • Advanced features such as process automation and custom share links
  • Common use cases and how best to use Process Street in different forms of consulting
  • The benefits of Process Street as part of your (and your clients’) toolkit
  • How to easily set up and hand off processes to your clients
  • How our partner program works
  • Extra resources to become a true master of efficiency

I’ll even be writing this guide to let you give it to your clients to teach them how to use Process Street. After all, efficiency is the name of the game.

process street consultants - efficiency

So, join me today as we kick off this mega guide for consultants by explaining what Process Street is, what the core features are, and why the hell you should care about it.
Continue Reading

5 Methods to Set up Recurring Tasks (and Stop Your Team Missing Deadlines)

What is a recurring task?

Forgetting about your company’s recurring tasks is dangerous, and can put your business in an awkward position if it happens too often. That’s because recurring tasks make up the most important core set of activities.

They’re the duties in your team that you know you’re going to have to do regularly:

  • Proof a weekly newsletter
  • Turn in taxes
  • Schedule performance reviews

Traditionally, this would be managed with a calendar, Outlook, or the shaky memory of whoever’s turn it is to remind the group.

Managing recurring tasks in those kinds of ways isn’t ideal and it has got the job done for businesses of the past, but there are smarter ways that help you conserve brain energy, organize your team’s work effectively and make sure you’re on top of deadlines.

After all, your team all trying to remember what they’ve got to do on Monday morning is enough to get them crawling back to bed with a headache.

Continue Reading

Process Street 2.0: Your Workflows, Now With Superpowers & Confetti

When we started building Process Street, we thought we knew all the features our users would need.

We were quick to learn that we’d left an awful lot out…

After a year of continuous development, we’re rolling out Process Street 2.0 — a whole new app with a ton more functionality, including:

  • A rebuilt UI from the ground up
  • Form builder and automation
  • Task assignments and due dates
  • Run links and checklist sharing
  • Zapier, Google Apps, and Yammer integrations
  • Easily complete tasks and checklists

Process Street isn’t just a checklist app anymore. It’s a complete platform for workflow automation, business process management and reporting. Continue Reading

8 Ways to Use Task Assignments in Process Street

task-assignment-header

Running a business is complex, especially when it’s unclear who is responsible for what.

To move your business from an informal organization to a well oiled machine, you need processes. There’s no getting around them.

We built Process Street to solve that problem, and have just launched a new feature that lets you assign tasks to specific members of your organization…

This makes processes way more useful because you can add accountability to your business systems.

In this post, I’m going to go through some use cases you might want to try based on real processes we’ve put together at Process Street.

Continue Reading

Managing Your Sales Funnel With Process Street

sales-funnel-processes

Sales will make or break your business

Outbound sales feed your team. Your cold-callers are foragers. Your senior sales staff are hunters.

They find the new clients and bring them back to the tribe of engineers and human resources staff who depend on them.

But we live in a more complex world than the hunter-gatherers of old, and with that comes the need for more complex processes.

The key to a successful sales process is understanding the overview.

There are lots of individual processes you can employ to improve different aspects of your sales and they need to fit together into a coherent sales narrative. Some call this narrative a sales funnel, and others a sales pipeline.

Continue Reading

Managing Your BANT Sales Qualification Process with Checklists and Close.io

close-io-and-process-street

What is BANT qualification?

Let’s say you’ve got a list of leads. You don’t know which, but some will be ready to buy right now. Others, however, won’t have the slightest bit of interest…

The only way to find out is to call them. And that’s where BANT qualification comes into play.

Invented by IBM sales teams, BANT is a series of criteria, which stands for:

  • Budget. What is the prospect’s budget?
  • Authority. Does the contact have the right authority to buy?
  • Needs. What needs does your prospect have? Do they match your product or service?
  • Timeframe. How soon are they wanting to implement a solution?

Any one of these questions can be used to disqualify a prospect, or at least help you decide how to proceed with that particular contact.

Continue Reading

Startup Branding: How We Rebranded Our Company in 3 Months

rebranded psd

In the lifecycle of every startup, there comes a tipping point.

For companies focused on aesthetics and creating something beautiful, there’s a time where the founders need to shift towards their product — look inward and think deeply about the problems it solves, who’s it for and how to refine user experience.

For product-focused startups like Process Street, a necessary early shift is towards design.

Continue Reading

Get a free Process Street account
and take control of your workflows today.

No Credit Card Required