All posts in Processes

8 Logistics Management Processes to Perfect Your Supply Chain

Logistics management processes header image

No matter what kind of business you’re in, if you have a supply chain then it’s vital that you have a system of logistics management processes to guide how that chain runs.

Without set, trackable methods for ordering and managing stock, fulfilling customer orders, inspecting your facilities and so on, you’re leaving the success of your business (and the level of waste) up to random human error.

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8 CRM Workflows to Destroy Data Entry and Close More Deals

Sales operations manager using a miniature sales follow-up control panel to represent CRM workflow automation.

As part of a sales team, you do not get paid to fiddle around with the CRM. You get paid to close deals. But keeping the CRM up to date can still feel like a full-time job when every lead, note, handoff, and follow-up depends on manual entry.

A CRM workflow fixes that by turning a trigger, a condition, and an action into a repeatable system. A form submission can create a lead, a support tag can open a sales task, a won deal can alert the team, and a qualification checklist can push structured data back into the CRM.

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8D Chess: How to Use The 8 Disciplines for Problem Solving

Black-and-white quality operations lead moving a chess piece on an eight-piece problem-solving board.

Hospitals have developed something of a reputation for being rife with bad processes. When processes are not adequate, the result is an abundance of workarounds: nurses looking for missing equipment, staff bending the official procedure to keep care moving, and teams fixing the immediate symptom without fixing the system that created it.

One AHRQ PSNet perspective reports that nurses spent 33 minutes of a 7.5-hour shift on workarounds outside their job description. That kind of firefighting may keep the shift moving, but it does not remove the root cause.

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8 ITIL Processes for First-Class IT Service Management

IT service manager standing beside a data-center server rack, illustrating ITIL processes for first-class IT service management

Strong IT service management runs on repeatable processes, not heroics. This guide gives you eight free ITIL process templates you can run in Process Street right away, covering everything from incident, problem, and change management through to continual service improvement, so your team handles IT work the same reliable way every time.

ITIL, the Information Technology Infrastructure Library, is the most widely used framework for IT service management. It organizes the practices that keep IT services aligned with the needs of the business, from logging an incident to reviewing a change after it ships, and it is the backbone of first-class IT service management in most enterprises and government agencies.

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8 Hotel Management Processes to Deliver a ⭐5 Star⭐ Experience

Black-and-white hotel operations manager presenting a miniature hotel operations model.

Hotel management is the operating system behind the ability to deliver a 5 star experience. Guests notice the lobby, the room, the food, the cleanliness, and the service. Operators have to manage the recurring work underneath all of it: front office, housekeeping, food and beverage, safety, sustainability, training, and handoffs between shifts.

That is why hotel management processes matter. A good hotel SOP turns a standard into work people can actually run, repeat, inspect, and improve. Process Street helps hotel teams turn those standards into recurring workflows, so every process is assigned, tracked, and auditable.

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7 Fully-Documented Marketing Processes You Can Outsource to a Virtual Assistant

Header image: Fully-Documented Marketing Processes

These fully-documented marketing processes are built for work you can outsource to a virtual assistant, contractor, agency teammate, or internal marketing operator. We have had plenty of requests for pre-made processes that make the handoff clear: the tools, inputs, decisions, and finish line are already documented.

Use the exact processes below to find email addresses, research keywords, stay on top of mentions, build influencer databases, run broken link outreach, and review guest posts. Treat each one as a repeatable marketing workflow template: assign the owner, run the workflow, track status, and improve the process as your team learns.

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7 SOP Examples: Essential Templates to Make SOPs Simple

Header image: SOP Examples

Standard operating procedure (SOP) examples are useful when they show more than a static document. A good SOP example shows who owns each step, what order the work follows, where approvals happen, and how the team proves the process was completed.

The seven SOP examples below are runnable Process Street templates you can copy and adapt. They cover strict step-by-step execution, collaborative handoffs, flexible daily work, conditional branching, a feature-rich master SOP, a simple starter SOP, and an ISO-oriented quality management structure.

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7 Challenges Online Marketplace Sellers Face and How to Overcome Them

Black-and-white ecommerce operations manager presenting a parcel sorting cart for online marketplace sellers challenges

This is a guest post by Jake Rheude. Jake is the Director of Marketing for Red Stag Fulfillment, an ecommerce fulfillment warehouse that was born out of ecommerce. He has years of experience in ecommerce and business development. In his free time, Jake enjoys reading about business and sharing his own experience with others.

Selling on online marketplaces gives ecommerce businesses reach, but it also makes operations less forgiving. A seller can win the listing, then lose the customer through a stockout, a late package, a weak returns process, a hacked account, or a product page buyers cannot find.

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8 Tips to Improve Your Company’s Shipping Processes

Logistics operator presenting parcels on a hand truck for company shipping processes

The following is a guest post from Henry Howlett, Junior SEO Executive at Absolute Digital Media.

Who wants to receive a parcel three days after it was due to arrive? Definitely not your customers. People still pay for the type of parcel delivery they need, whether that is Standard Delivery, Next Day Delivery, or Same Day Delivery, and they expect the promise to match the result.

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4 Simple Process Creation Methods for Absolute Beginners

Black-and-white operations manager presenting a process blueprint for absolute beginners creating processes.

We send out feedback requests to new blog subscribers so we know what kind of content to write that will be the most useful. Sometimes, the answers surprise us.

In particular, I often get responses that give me insight into how our customers plan and create their processes: one reader plans out their processes in a spreadsheet because columns make it easy to build the steps out. Another said they analyze a Trello board of tasks and lists to make sense of how a successful project was executed, then write a process to recreate those steps.

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