All posts in Processes


What is Digital Process Automation? The Essential BPM Evolution

digital process automation
Digital process automation is one in a long list of terms that seems like jargon until you realise just how vital it is to running a successful team.

It’s all about getting rid of the work you shouldn’t have to do.

Specifically, it’s about automating those tasks in order to improve your customers’ experience and the information available to your customer-facing employees.

If someone doesn’t know how to respond to a question, request, or problem, chances are that whatever they need to know should have been automatically conveyed to them before the fact.

Better yet, if you have any prior experience with business process management or even business process automation (which is something different) then you’ll have no trouble implementing a digital process automation system.

So join me to learn what digital process automation is, how to apply it, and to see a list of useful tools you can use right now to start off your efforts.

Let’s get started.

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What is FMEA? A Practical Guide to Failure Analysis (Free Checklist)

fmea failure mode and effects analysis british airways catastropheBritish Airways chief executive described the incident as “catastrophic” as 800 flights were canceled and 75,000 travelers were affected.

Flight compensation website flightright.com estimated that British Airways would have to pay around €61m to passengers for refunds alone under EU legislation. Add to this the cost of reimbursing angry passengers for unexpected hotel stays and other inconveniences, and the total financial damage to British Airways has been estimated at £100m.

Why? Someone turned their data center off and on again.

The entire airline was down for almost 2 days. This wasn’t a natural disaster, it was a process failure.

In this article, we’ll explore how to spot process failures before they occur using a system called Failure Mode and Effects Analysis (FMEA). We’ll assess an overview and then delve in deeper to ground our understanding and include a premade Process Street FMEA template to help you run your own assessments in future.

In this article we’ll cover:

  • Your free FMEA: Failure Modes and Effects Analysis template
  • FMEA? What is Failure Mode and Effects Analysis?
  • When do we use FMEA?
  • Conducting and documenting Failure Mode and Effect Analysis: A user’s guide
  • What happened to British Airways?
  • How can FMEA help us prevent this happening again?

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What is an ISO Audit? Free ISO 9000 Self-Audit Checklist (ISO 9004:2018)

ISO self-audit

Before we dive into the world of ISO audits, if you’re savvy on ISO audits and are just here for a complete, actionable, and totally free ISO 9004:2018 self-audit checklist, you can grab that here:

Otherwise, read on.

What is an ISO audit?

An audit in the context of ISO standards is the process of making sure a certain business system or feature, whether a process itself, a quality management or business process management system, or a product, is compliant to certain requirements.

The requirements by which the compliance of an organization are assessed could be defined by certain ISO family standards, or they could reflect the need to analyze certain performance indicators or business needs.

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How Alarca Realty Replaced Spreadsheets with Process Street to Streamline Property Management

alarca-realty-case-study

Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.

We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.

The Alarca Story

Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.

Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.

alarca-property-management

For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.

As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.

Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.

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What is BPM Software? The Best Business Process Management Software (BPMS)

best bpm software

This is a big blog post about Business Process Management (BPM) software.

If I’ve succeeded in doing what I set out to do, this article should provide pretty much everything you could ever need to know about BPM software.

At its core, the article is built around the following pillars of BPM software:

  • BPM basics: The idea behind it
  • BPM in practice: How to use it
  • A glossary of BPM terms
  • A list of top BPM software
  • Use cases of BPM software
  • Using Process Street for BPM

I have tried to distil the information in this article to only the most crucial elements, and many sections have been abbreviated where they deserve entire articles to themselves!

Thankfully, where necessary I have provided links to supporting material where these concepts are expanded upon, should you be interested in delving deeper.

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9 Powerful Workflow Examples For Smart Teams in 2019

workflow examplesThis article is a guest post from Victor Ijidola – a B2B + SaaS content marketer and copywriter. My work has also been featured on Entrepreneur, ConversionXL, Neil Patel’s blog and so on. Need B2B or SaaS copywriting and content marketing services? You can contact me here.

What makes a team smart?

Several things do, but powerful workflows are one critical ingredient which makes teams smart.

Teams that use workflows don’t set goals and simply hope to reach them; they create checklists (workflows) to make sure they reach their goals.

No wonder 50% of businesses that use workflow management systems say the results are substantial.

It’s incredible.

Teams that use workflows are super organized and able to perform daunting tasks — no matter the long processes involved.

But what types of workflows should you be using this year?

It’s different for every organization; workflow systems are not always one-size-fits-all. But these nine Process Street workflow examples should give you inspiration for how you can build important systems to run your business with.

Our workflow examples:

  1. Employee onboarding workflow
  2. Customer support workflows
  3. Customer onboarding workflows
  4. Content marketing or writing workflows
  5. Podcast publishing workflows
  6. Request and approval workflows
  7. Travel workflows
  8. Content promotion workflow
  9. Standup meeting workflows

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How PocketSuite Use Process Street to Save Money & Grow

PocketSuite Case Study

PocketSuite is a smartphone-based booking, payment, and client management toolset for solopreneurs, which seeks to empower business owners while streamlining the customer experience via SMS communication.

We spoke to Ilya Ornatov, head of growth marketing at PocketSuite to find out how they use Process Street every day to drive down costs, save time, and grow business.

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The Exit Interview Process: How to Get It Right Every Time

When an employee has decided to part ways with your company, they are simultaneously opening a window of opportunity for you, as the employer, to gain valuable insight into why they have decided to move on, what went wrong (if anything), and what can be done in the workplace to improve retention and company culture.

Considering the disappointing nature of employee termination, many employers fail to recognize this opportunity, and wave goodbye to their former employees without learning anything.

“Let’s just get it done with and move on” is a way of summarizing this attitude.

Furthermore, they fail to close the relationship on a positive note by showing the individual that they care about listening to their thoughts, and taking action to improve employee morale in the future.

This is a grave mistake, because not only are you missing valuable, actionable insights which will help you attract and retain top talent, but you are also leaving a trail of disappointed, perhaps bitter former employees that can damage your reputation amongst job seekers.

Not to mention, employee turnover is expensive, and failing to take preventative measures is nothing short of shooting yourself in the foot, financially as well as in terms of your brand reputation.

“Experts estimate that the cost of a lost employee is anywhere from tens of thousands of dollars to 1.5-2.0 times an employee’s annual salary. The bottom line for organizations: Turnover, if not systematically studied and understood, can impede achievement of organizational outcomes.”Jack Altman, How Much Does Employee Turnover Really Cost?

And so, conducting a structured exit interview with a departing employee is an incredibly important, often overlooked part of the offboarding process.

In this Process Street post, we’re going to be looking at:

  • What the purpose of an exit interview is, the best time to conduct one, choosing the right method, and important data points to gather
  • Examples of excellent exit interview questions
  • How to establish a process for flawless execution every time
  • How to effectively leverage exit interview data

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Writing a Creative Brief that Works for You and Your Team

creative brief template

Data shows that creative design is reshaping products, portfolios, and industry standards at more than 70% of companies.

If creative design is so important, doesn’t it also make sense to invest time and money on writing a good creative brief?

Before the actual work of designing an infographic, launching a PPC campaign, or even beginning to pull ideas together in the early stages, you need to be sure that you have a solid creative brief.

The creative brief is the foundation upon which the work of any creative project will be done, but all too often projects fall short because of poorly written, bloated, non-actionable, ambiguous creative briefs.

And what’s arguably a bigger problem than a poorly written creative brief? The process (or lack thereof) that led to its creation.

In this Process Street article, I’ll try to address the elements that make up a good creative brief, but perhaps more importantly, I’ll look at how to build a process for creative brief writing; one that’s consistent, reliable, and gets the job done.

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Real Estate Software: Evaluating The Best Ways to Automate Your Processes

real-estate-software

The real estate market is known to require a significant level of human interaction, but to what extent is the human touch really necessary for delivering a high-quality service for each and every customer?

The human-intensive nature of real estate creates a large margin for human error. Poor lead management, documentation, appointment coordination, tenant screening, and maintenance supervision are just a few examples of tasks/processes that are difficult to execute consistently without the assistance of automation software working in the background.

“Real estate is a market that is ripe for technological disruption. Whatever can be automated should be automated!” – Jyotirmay Samanta, How to Automate Your Real Estate Business?

Some of you property managers out there may claim that diving headfirst into the automation craze sweeping the business world is not such a good idea, as it undermines the face-to-face interactions that play such an important role in the field.

This is not entirely wrong, but all things considered, deciding to ignore new ways of streamlining processes will leave you in the dust as your competitors continue to find new ways of being more efficient.

Plus, some industry thought leaders believe that automation actually humanizes the property management experience even more:

“One of the most effective ways to humanize the property management experience is by providing better communication. Figuring out what residents want in order to improve service can be a complicated and daunting task. But today, a company can easily leverage automated surveys and other forms of real-time communication to glean real, useful feedback from residents.”Doug Brien – How Technology And Automation Humanize The Property Management Experience

Recently, it was reported that total investment in real estate tech has ballooned from $33 million in 2010 to more than $5 billion in 2017. That is nothing short of astounding, especially when you consider the market’s volatility over the past decade.

Technology is driving the evolution of real estate, and market players need to keep up if they want any hope of leading the charge.

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