All posts in Processes

Freelance Tips: How to Use Processes to Stay Productive

freelance-tips

“How did I forget to follow up with that client?”

There was a time when I used to think that as another golden opportunity passed me by. It’s tough enough being a freelancer and having to both find clients and secure them in such a competitive scene without adding human error into the mix.

Nowadays, I’ve largely mitigated the frustration that comes with making avoidable errors, letting me massively boost my consistency and productivity, and it’s all thanks to process documentation.

Having a documented process to work through is insanely useful. I’m here to tell you exactly why you need to be using processes in your work and give some freelance tips on how you can start noticing the benefits in no time. Let’s get started.

Continue Reading

Bullet Journal Ideas to Create Routines for Work and Life

bullet journal ideas headerBullet journals are an amazing way to boost your organization and productivity, and to just de-clutter your mind.

Using bullet journaling can really help when it comes to reducing stress, being more efficient, and generally getting more done.

I’ve been bullet journaling for a while now and I want to share with you how I’ve used bullet journals to create order and structure in regular life and, in particular, in my professional life!

You see, I write about how businesses can better organize themselves and how to make sure the work which is being done is at a high standard every time.

In short, I write normally about something called business process management.

And it occurred to me that I could pull together everything I know about processes and my experiences with bullet journals to really accelerate my work.

I realized I could use my bullet journal to discover my most important repeatable processes, and then use the principles of business process management to improve how I approach these processes.

The two fit together perfectly.

That’s why, in this Process Street article, I’m going to cover:

  • What is bullet journaling?
  • What is process management?
  • How you can turn bullet journals into processes
  • Bullet journal ideas for work

Continue Reading

Process Flexibility: 4 Key Approaches and How to Use Them

process flexibilityWriting perfect processes is a dream all Process Street users share.

But a perfect process isn’t necessarily a process where all the steps work perfectly all the way through.

In real life, processes come up against external forces and unforeseen circumstances. A perfect process doesn’t have to predict all these external influences in advance; it needs to be able to adapt to them in real time as they arise.

Fortunately, there’s a concept for this: Process Flexibility.

Process flexibility helps keep our processes working even when everything else is going wrong.

In this article, we’re going to outline what process flexibility is and the main approaches to managing it:

  • What is process flexibility?
  • What are the main approaches to process flexibility?
  • Flexibility by design
  • Flexibility by deviation
  • Flexibility by underspecification
  • Flexibility by change
  • How Process Street is designed for agility

Continue Reading

Marketing Process Toolkit: 10 Checklists to Crush Your Competition

marketing process

Have you considered that your marketing process could be broken?

Marketing is the engine of growth driving your business, and making sure this engine is well-oiled and optimized for maximum efficiency goes without saying.

Your marketing plan must be well-organized, robustly structured, and efficient. For this to be true, you need to begin with the process behind the vision and make sure that is working at 110%.

In the absence of a tried and tested process that is fine-tuned to the needs and goals of a particular company, the untamed beast of marketing will waste time, money, and resources, and will fail to deliver any meaningful return.

Why is it, then, that so many businesses leave the marketing process as an afterthought?

Continue Reading

How to Make Software Rollout Easier for You and Your Team

The following is a guest post from Ryan Gould, Vice President of Strategy and Marketing Services at Elevation Marketing. An expert search, social and content marketer, Ryan leads Elevation Marketing’s digital strategy department, helping brands achieve their business goals, such as improving sales and market share, by developing integrated marketing strategies distinguished by research, storytelling, engagement and conversion.

software rollout

Without software, you’d be hand-writing purchase orders, using a Rolodex for a CRM, and doing your newsletters via smoke signal.

Alright, maybe that last one is a little far-fetched, but there’s no denying that in the business world, technology is absolutely necessary and enables amazing things.

…But not everyone on your team gets enthusiastic about the prospect of learning a new tool. Even if that tool will help them improve productivity, do a better job, and escape the white-collar equivalent of hard manual labor.

IBM research on the barriers to software adoption (Source)

Your goal when rolling out software is always the same: to help your business improve operations, boost efficiency, and enable sales. These days that means staying up to date on technological trends as well.

Deciding which tool is right for you will always hinge on fundamentals, like whether it can automate your vendor payments, purchase orders, employee onboarding, lead management, etc. However, there are other considerations, such as whether your solution integrates with cloud software and is responsive on mobile devices.

But, even after you’ve selected the solution perfect for your operation and your employees – after all the sales demos, comparison docs, and review reading – you’ll find it’s that the human element that trips you up.

Continue Reading

Microsoft Planner: Review, Tips, and Tricks for the Hot New Product

microsoft planner tips

Earlier this year we compared planner sisters Trello and Asana. But if you’re the owner of an Office 365 subscription, Microsoft has rolled out its own project management tool with kanban cards into your account for free.

It’s called Microsoft Planner and claims to “take the chaos out of teamwork.” Let’s see.

Sign in to Office 365 with your work or school email, and go to the app launcher by clicking on the Rubik’s cube menu in the top left corner. There you’ll see this friendly Planner logo:

introducing-office-365-planner-7-circle

Here’s our take on Microsoft Planner, including some tips and tricks for becoming a super user, and our take on how it differs from the other tools out there:

Continue Reading

What is Process Mining? 9 Tools to Optimize Your Process Management

process mining what is process miningAt Process Street, we’re always asked about the best ways to construct, track, and analyze processes.

There are loads of techniques in the school of business process management to help you with these three concerns but in this article, we’re going to give you an introduction to process mining; a data driven way to create, understand, and optimize your processes.

We’ll cover:

  • What is process mining?
  • 9 process mining tools to automate your analysis
  • How to act on your mined results to optimize your processes

We cover solutions for enterprises all the way down to basic approaches for startups. Jump in!

Continue Reading

How to Make a To-Do List to Power up Your Productivity

Make a To-do List

In the last chapter, I showed you how to get tasks out of your head and into your notebook.

In this post I’m going to answer some questions you might be having about what to do next, and show you how to make a to-do list even when you’re short on time.

  • Where do I put my tasks?
  • How do I break them down?
  • How do I word them?
  • What resources do I need to keep alongside them?

Read on to find out the answers.

Continue Reading

How to Create and Implement a Brainstorming Process in 5 Steps

The following is a guest post from graphic designer and copywriter Erik Fessler.

What do you think is worse: sitting for 100 days because you didn’t know what direction to travel in, or going for 100 days down the wrong path?

Here’s the good news:

This question doesn’t matter if you have a reliable and logical process to find the right direction.

Brainstorming is the key to finding that direction, and it’s something you can implement for your team in a logical, structured way. With that in place, you can use that process as a reliable way to generate ideas, iterate upon them, and harness the power of your team’s combined creative energy to make real business change. That is, if you can build and optimize your brainstorming process…

Continue Reading

Form Automation: Turning Your Checklists Into Databases

form automation

Introducing Form Fields

It’s been a long time coming but we are beyond excited to announce that you can now add form fields to your process checklists in Process Street.

Check out the short video below for an intro to forms.

Form fields allow you to collect and store important data within set fields in your checklists.
Continue Reading

Take control of your workflows today