If you’re chronically ill, pain medication will help but not solve the issue. Just like if you’re experiencing abnormally high customer churn, the last thing you want is to spend all your time firefighting.

You need to find the cause.

That’s exactly why root cause analysis is a vital process. It helps you to understand the causal focus and underlying issues behind your biggest business problems.

For example, Eastman Chemical‘s customer complaint numbers were cut in half after conducting a logic tree root cause analysis to pinpoint their deeper issues. Clipper Windpower saved $1 million in lost revenue by identifying the underlying causes of their turbine malfunction.

In this Process Street article, we have a root cause analysis template for you to follow. Our aim is to give you a comprehensive overview of the root cause analysis process, from a simple introduction and break down of the key principles to when and why you’d want to perform a root cause analysis.

We’ll be covering:

• Root cause analysis template
• What is root cause analysis (RCA)?
• Why conduct a root cause analysis?
• Key principles of root cause analysis
• How to conduct a root cause analysis that actually works
• Root cause analysis tips
• Using Process Street to conduct a root cause analysis

Let’s take a quick look at the root cause analysis template.
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LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

• The LA Creative Technologies story: LA Creative Technologies as a management service provider
• The challenge: Client onboarding and offboarding
• The challenge: Project management
• The results: Client onboarding and offboarding
• The results: Project management
• Question time with LA Creative Technologies

Let’s get started.
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Workflow approvals are a bottleneck of the worst kind.

Projects get delayed waiting for approval, and those reviewing the work spend more time searching for the piece than they do reviewing it.

“Professionals take 18 minutes on average to locate a document manually––20% to 40% of their time––and spend 50% of their time searching for information.” – Ashish Deshpande, 50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond

That’s where we here at Process Street come in.

We know how important it is to have an effective method for organizing your workflow approvals. Heck, everything our content team does goes through at least two rounds of review before it goes live.

Check out task five in the following free process template for a snapshot of how we handle workflow approvals with Process Street!

That’s why today we’ll be covering:

• What is a workflow approval?
• Workflow approval benefits
• How to create an approval workflow
• How to supercharge your approval process
• 21 free approval templates

Let’s dive right in.
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When defining, documenting, and delivering services to customers, it can be a little difficult (read: incredibly taxing) to keep on top of everything.

As Philipp Unterharnscheidt and Axel Kieninger at the Karlsruhe Service Research Institute both say:

“IT services supporting business operations are an increasingly critical factor for business success today (Guldentops 2003). The management of service quality, which is the central objective of Service Level Management (SLM), however remains a major challenge for many companies.” – Philipp Unterharnscheidt and Axel Kieninger, Service Level Management – Challenges and their Relevance from the Customers’ Point of View

To help companies keep on top of things – and manage their services, service levels, and SLAs and OLAs masterfully – there’s service level management.

This may be the point where you’re thinking “But what, exactly, is service level management? What are the benefits of it? The best practices so it’s done properly? And how would Process Street even help with service level management?”

Worry no more, reader. You’ve come to the right place.

Just read through these sections to get to grips with service level management:

• What is service level management (SLM)?
• The benefits of service level management
• Service level management best practices
• Use Process Street for SLM (and creating your OLA and SLA agreements)!

Let’s dive straight in. ⬇️

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Let’s face it.

Delivering stellar services to customers and clients can be tough.

And with villains such as poor communication, stress, and human error constantly rearing their ugly heads, it makes that job even harder.

In fact, a study by Quantum Workplace found that more than 80% of people thought miscommunication happened very frequently, frequently, or occasionally in the workplace, while Identity Guard uncovered that the average American employee makes 118 mistakes per year.

So that mistakes are quashed, miscommunication is thwarted, and that everyone is on the same page so the objectives, targets, and goals defined in your service level agreements (SLA) can be upheld, an OLA is the answer.

An OLA is to the SLA what Robin is to Batman. Superboy to Superman. Chewbacca to Han Solo. And by reading through the following sections in this Process Street article, you’ll discover why an OLA makes for a kickass side-kick:

• What is an operational level agreement (OLA)?
• What’s the difference?: OLA vs SLA
• Operational level agreement examples (templates)
• Important tips for creating and writing OLAs
• How Process Street can help you with all things OLA!

Now, don your cape and let’s fly through this post! ⚡️
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Videos are a powerhouse when it comes to marketing, explaining your product, and much more.

Heck, when users are spending 88% more time on websites that have videos, you can see their power just in terms of retention.

Unfortunately, it’s hard to request or create effective videos if you don’t have experience in the field. Terms can be confusing, and video producers might struggle to act on the feedback you give if you don’t know how to communicate the message effectively.

That’s why it’s vital to know how to perform an effective video review; there’s an art to it.

At Process Street, we’ve gone through the hard work of learning how to review videos and give actionable comments. That’s why I’ll be showing you how to do just that., including:

• Basic video creation process
• Video editing steps
• What is a video review?
• Video review glossary
• The video review process
• Video review best practices
• Run your video review processes with Process Street

Let’s get started.
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In July 2018, the number of active Google Drive users surged into the billions.

This means the number of users had increased by 200 million within just one year.

One reason for Google Drive’s success is its extensive usability. You can send emails, create spreadsheets, arrange meetings, update your calendar, create slideshows, and produce text documents.

It is with this function, produce text documents that we begin this Process Street article comparing a Google Docs checklist with a Process Street checklist.

You see, like Process Street, Google has recognized the benefits checklists bring at both a business and a personal level. Google has made it possible to create checklists with its text document function.

Our questions driving this article are:

• Why would you want to create a Google Docs checklist?
• How would you go about creating a Google Docs checklists?
• Is a Google Docs checklist right for you and your business?

If you are new to checklists, Google Docs, and Process Street, then this is the article for you.

You can click on any of the below subheaders to jump to the relevant section.

• What is a Google Docs checklist?
• Make a checklist in Goole Docs
• The benefits of using a Google Docs checklists
• Checklist template: What a checklist template is and our top Google Docs checklist templates
• Google Docs vs Process Street
• Process Street: How we can help you with your checklists

Shall we get started?

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Duties. Deliverables. Deadlines.

No matter if an employee is working as part of a tiny startup based in the CEO’s basement, or a multinational company with offices across the globe, there are important tasks that each and every employee needs to knock out the park.

But how can companies ensure their employees can complete tasks effectively? And that employees aren’t creating a backlog of work for themselves, which could decrease overall productivity by up to 68%?

Answer: An employee task list.

At least, that’s what countless top, thriving companies have told us after we asked them about their task list and checklist habits.

In this post – which is the next part in Process Street‘s series investigating how, why, and in what ways successful businesses use lists for their workflows – I’ll deep dive into the nitty-gritty of employee task lists. Plus, you’ll get the exclusive opportunity to discover the never-seen-before findings from our in-depth research.

Just read through the following sections:

• What is an employee task list?
• What jobs require an employee task list?
• How is an employee task list useful?
• Why marketing teams around the globe utilize employee task lists
• Employee task list best practices: Crushing duties & deadlines
• Use Process Street to create a superpowered employee task list!

However, before delving into our findings, I’ll first define exactly what an employee task list is.

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“Quis custodiet ipsos custodes? (Who watches the watchmen?)” – Decimus Junius Juvenalis (Juvenal), Roman satiric poet

We’ve spoken before about the importance of meeting high standards with your work.

We’ve also covered, in detail, how failure to comply with industry standards and bad processes cost Zenefits $7,000,000.

This all happened because they weren’t meeting the standards they should have been with their internal processes.

To help stop you from falling afoul of the same fate, we here at Process Street will be covering compliance audits in this post. These are the guidelines that you will need to follow to avoid penalties from external sources for not doing your work satisfactorily.

If you’d like to learn more about how Process Street helps you manage regulatory requirements, check out our compliance software.

It doesn’t matter what business you’re in – compliance audits are there to make sure that your customers are getting a satisfactory (or, at least reasonable) service.

We’ll cover:

• What is a compliance audit?
• Why is audit compliance important?
• Compliance audit types
• How to prepare for a compliance audit
• Process Street: The natural compliance audit software

Let’s get right into it.

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You’ll often hear the question: “Which is better? Kanban or Scrum?” or variations of this eternal deathmatch between two of the most well-established agile methodologies.

People are wasting energy fighting over which methodology trumps another. If you’re an agile organization, you should be placing principle above practice.

It makes a lot of sense to ask questions like “why might I want to use Kanban over Scrum?”, or even “Kanban and Scrum” as opposed to “Kanban vs Scrum”. There are a lot of differences between the two, but fundamentally, they are both agile methodologies, and the principle behind why you might want to use both can be in alignment.

You may even find they can work well together, as part of a unified strategy referred to as Scrumban. You need to consider what approach will work best for your team.

My aim with this article is to approach the question of “Kanban vs Scrum” by clearly presenting both approaches in terms of when, how, and why you might choose to use either of them.

I’ll also talk about the capacity for overlapping Kanban and Scrum approaches, and how some additional tools like Process Street can factor into that equation.

Here’s a breakdown of how we’ll approach comparing “Kanban vs Scrum”:

• What makes a team agile?
• What is Kanban?
• What is Scrum?
• Kanban vs Scrum: Differences
• Kanban vs Scrum: Similarities
• What is Kanban good for?
• When to use Kanban
• Kanban process
• What is Scrum good for?
• When to use Scrum
• Scrum process
• Using BPM for agility

Let’s start with a basic primer on what it means to be agile. Continue Reading