Nikos Andriotis has two decades of professional experience in education, IT, and eLearning. He holds a degree in Informatics, and his writing has been featured in dozens of tech industry publications. He shares tips and insights about online training and other business-related topics for TalentLMS.

Do you think you’re doing a good job with your employee training?

Strong training still comes down to the same practical question: can employees apply what they learned when real work starts? Current TalentLMS research shows most employees and HR managers are satisfied with their training programs, but heavy workloads still get in the way of learning. That gap is where process matters.

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Guest contribution by Maja Kowalska, head of content marketing at Benhauer, where she managed SALESmanago and APPmanago content.

Marketing problems killing campaign performance rarely start in the ad account. They start in the process around marketing campaigns: who owns the customer context, which KPI decides success, and how the handoff gets from marketing to sales.

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You would not implement an unproven strategy based on gut feeling alone, and B2B sales management should be no different. Good strategies are based on research, and sales management statistics become useful when they help you hit your targets, inspect the changing state of B2B sales, and decide which sales processes need stronger ownership.

Facts and figures are not much use unless you act on them, so this post pairs the biggest sales management problems with practical processes you can use in your own organization. Bookmark this list the next time you are improving your B2B sales management strategy, sales operations, onboarding, automation, or ongoing training.

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SIPOC stands for Suppliers, Inputs, Process, Outputs, and Customers. It is a one-page framework for defining a business process end to end: who feeds it, what goes in, what happens inside it, what comes out, and who receives it.

A SIPOC diagram is the fastest way to pull a fuzzy process into focus. You draw five columns, fill them in, and suddenly the hidden dependencies, missing handoffs, and unclear ownership are on the page where you can fix them. It is the default starting point for most Six Sigma, Lean, and business process management work, and it has become even more useful in the AI era, where you cannot hand a process to an agent until the inputs, outputs, and boundaries are spelled out explicitly.

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A process template captures every step of a repeatable workflow so anyone on your team can execute it the same way, every time. Whether you call it a standard operating procedure, a runbook, or a checklist, the goal is identical: document once, run consistently, prove compliance.

Process Street is a Compliance Operations Platform that turns these documents into automated, enforceable workflows. This guide walks through how to create a process template from scratch and set it up for real operational use.

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In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients.  However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading

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.

Streamline property management yourself with Process Street

Before we jump into Alarca’s story, check out the webinar video below. It’s a great resource for learning about how you can use Process Street to bolster your property management-related workflows, just like Alarca! For a complete overview, see the complete guide to property management software.

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.

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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Implementing a quality management system (QMS software) is an important investment companies cannot overlook.

One Harvard Business Review study found that companies with an ISO 9001 certification have much higher rates of “corporate survival, sales, employment growth, and wage increases than a matched group of non-adopters.”

For instance, 65% of companies save $25,000 or more in costs within their first year of implementing a QMS.

Adopting a QMS software can also boost efficiency and consistency of work, increase customer satisfaction, raise product value, and reduce unnecessary costs and overall risks.

A good quality management system is all about achieving a quality-driven culture within your company, and as a result, making your product better and marketing it faster. But in order to access these benefits, it’s important that you choose the right QMS solution for you and your company.

In this Process Street article, we’ll be going over the foundation of everything you need to know before choosing your quality management system software.

We’ll be covering:

• What is a quality management system (QMS)?
• Agile QMS
• Best QMS software
• Build your agile QMS with Process Street

Understanding quality and seeking to improve it is arguably the core purpose behind undertaking process improvements. Hence the creation of the Deming cycle.

But where did this philosophy of process improvement come from?

One key person is William Edwards Deming – sometimes referred to as Edward W. Deming. He’s principally a statistician, but one could even call him a philosopher of science.

Deming’s goal was to reapply the scientific method to business processes, and has left us with two main variants of his thinking: PDSA and PDCA.

In this article we’ll outline:

• What the Deming cycle is, with its history
• How to apply the Deming cycle to improve your business processes
• The important distinction between PDSA and PDCA
• How PDSA is employed in the medical field

Deming’s approach is not just about improving processes, but about improving a whole business.

In a recent meta-study from the British Medical Journal, researchers found only 2 out of 73 studies had applied PDSA in a way which fully met criteria. Commenting:

To progress the development of the science of improvement, a greater understanding of the use of improvement methods, including PDSA, is essential to draw reliable conclusions about their effectiveness.

And that’s why we’re writing this article!

Every team needs an agile process. Or two.

Maybe some teams can get by without strictly following documented processes every day, but when it comes to agile software development teams, it’s simply not an option to operate in the dark.

Since software is complex and easy to mess up, processes mean the difference between a great product and a crappy one. Without processes, software teams will spend more time squashing bugs and dealing with support headaches than they will actually developing the product…

The exact reason we created Process Street is to help businesses avoid that nightmarish cycle, and, of course, we use Process Street ourselves to help run the agile processes behind the scenes.

We use regular agile processes like:

• Daily standup meeting
• Sprint planning
• Sprint turnover
• Sprint retrospective

We also run routine QA processes like:

• GitHub pull request procedure
• Weekly WordPress maintenance
• SSL certificate renewal

And, finally, we have a set of training processes:

• Developer onboarding
• How to set up your development environment
• Pull request review failed procedure
• Pull request merge procedure

These are all regular tasks for the team, and the reason they were created was because we found they have a high margin for error.

Scroll down to find the exact processes we use.

If you want to tighten up the way your software team works, hit your sprint targets, and efficiently train new development hires, then this post will show you how. We even reveal the exact processes we use and a workflow diagram detailing the journey an issue takes from start to end.
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