Product
Resources

All posts in Small Business

How to Create Business Systems Even When You Have No Time

How_to_systemize_your_business_even_if_you_don_t_have_time

Processes are our deal. It’s what we do.

Unsurprisingly, it’s what our users do too. They use Process Street to manage their internal processes and keep their teams working at maximum efficiency.

In our constant attempt to understand our users’ needs, we asked the community what their biggest pain points were. We wanted to see what obstacles hampered the process management of companies and how we could help them combat that.

Our research across 83 respondents gave us a great deal of insight but one key takeaway stood out:

42% of respondents said they had no time to create processes.

Even worse, a further 54% of those (23% of the total responses) say they are currently taking no steps to remedy this situation!

How to systemize your business even if you don't have time Rev1-04

This post will attempt to tackle this problem and present actionable ways you can ramp up your process production and save yourself time.

Continue Reading

8 Logistics Management Processes to Perfect Your Supply Chain

logistics management - header

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.

One participant described a customer who used air freight for items that went into long-term inventory. Another recounted how individuals ordered 100 units of a product which they had not even used 30 units of in the previous year. Uncoordinated buying led to different groups in the same facility paying different prices for the same goods and ordering uneconomically small quantities.” – MIT Center for Transportation and LogisticsA Sickly Supply Chain

To stop this kind of inefficiency and needless waste, we here at Process Street have created these 8 free logistics management templates.

Continue Reading

The E Myth Review: How to Create a Business That Won’t Ruin Your Life

e myth review - header

If all you want to know from this E Myth review is whether or not the book is worth reading, then go and buy a copy right now.

Michael Gerber passionately runs through the core reasons why so many small businesses fail from over 40 years of experience, and how to create a business that will be successful.

e myth review - book

Every year, over a million people in this country start a business of some sort… Within five years, more than 80 percent of them – 800,00 – will have failed.”
Michael E. GerberThe E Myth Revisited, p. 2

The book is a fascinating insight into the experience of Gerber dealing with not only failing businesses, but the people in charge of them who are often at their wit’s end. His drive to help them and satisfaction in seeing them blossom into true business owners is infectious, leaving you enthusiastic to start your own journey after every chapter.

It’s the same enthusiasm you can hear in Gerber’s voice when we interviewed him on Business Systems Explored to explore why small businesses fail.

If you’re running a small business that isn’t getting off the ground, want to know how to create a business that works, or have ever thought about how you could make a successful business to fuel your ideal lifestyle, then keep reading.

Continue Reading

How to Create a Project Request Form (and Why Your Company Needs One)

project request form - header

Whether you’ve completed a project a hundred times before or you’re faced with a new challenge, having some kind of formal project request form prevents the whole operation descending into a game of broken telephone and wasted resources.

No matter how good your team’s discipline, if all they have to go on when you request a project is a vague message and their memory of the requirements, sooner or later you’re going to have a problem. Either a project will be started which won’t be worth your time or your instructions will be lost in the trickle down to those taking action.

Whilst on manoeuvers, a brigadier commanding a certain brigade stationed in Aldershot passed the word to the nearest colonel to him:

“Enemy advancing from the left flank. Send reinforcements.”

By the time it reached the end of the right flank the message was received:

“Enemy advancing with ham-shanks. Send three and fourpence!”’ – Garson O’Tool, relaying a real-world instance of broken telephone from 1914

project request form - jimmy fallon chinese whispers 1

Continue Reading

Workflow Analysis: Apple’s Secret Ingredient to Success

workflow analysis - header

Apple is well-known for being innovative and immensely successful, to the point where the company is worth $750 billion (and counting). However, without a healthy dose of workflow analysis they would’ve crumbled under their own business model back in the late 1980s.

We could no longer afford the limitations that went with our product development processes… The lack of a formal new product development process led to confusion, wasted time, and often caused project teams to ‘re-create the wheel’” – Jackie Streeter (then VP of Engineering at Apple), Apple Rethinks Core Process: Improves Cycle Time

workflow analysis - apple

The simple truth is that any company (no matter the size or success) needs to regularly review its workflows and processes in order to keep them up to date and efficient. Tasks should be updated, improved, and automated where possible to save time and money, but without using the best workflow management software around to analyze and improve your business practices, your entire business model itself can prevent your success.

Continue Reading

Every SaaS Referral Program You Need: 51 Ways to Earn More Money

referral program - header 1
You don’t have to be a consultant to get paid for recommending software. Instead, you can earn money or in-app credits by using a referral program.

In other words, you can earn money for referring products without paying a cent. Yes, I know that sounds like a “I earn $1,537.87 per day from home” clickbait ad, but it’s true.

referral program - scrooge mcduck
Continue Reading

Process Improvement: Stop Bad Processes Killing Your Business

process improvement header

Last week we failed to meet a big deadline for the second time in a month. Vinay (Process Street‘s CEO) wasn’t impressed.

How can you forget something so simple? What’s going wrong?

Then came the kicker.

What was your process?

From missed deadlines to widespread cyber attacks, things go wrong in businesses all the time. The vast majority of problems, however, are caused by following bad processes. Processes might be vital to your business’ success, but unchecked they can just as easily cause you to fail.

process improvement - iphone gif

The only way to change these weak links in your own business is to have a system of process improvement – a way of constantly improving the processes that power your business.
Continue Reading

Best Process Documentation Software Compared: Office 365 vs Process Street

process documentation software header updated title

You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.

A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.

Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:

Basically, we don’t think you have to be some elite business process management hacker to see massive improvements – you just need to know how to use it with the rest of your stack.
process documentation software - elite hacker

Let’s get started.
Continue Reading

8 Example Processes to Guarantee Consistency in Your Business

example processes header

“Imitation is the sincerest [form] of flattery” – Charles Caleb Colton

There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.

Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.

After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.

To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:

  • Scheduling a recurring daily routine
  • Tracking your employee onboarding
  • Surveying your email list or clients
  • Automatically managing customer data in Salesforce

example processes idea gif

Continue Reading

How to Live Stream: The Complete Guide for Businesses

how to live stream - header

Learning how to live stream may be intimidating, but it’s insanity to ignore the marketing opportunities and advantages it creates for your brand and company.

Want to engage your audience beyond your written content? 80% of brand audiences prefer watching a live video to reading a blog post.

Reaching out through social media? Live videos get more than double (+135%) the organic reach of photo posts.

In fact, producing live videos:

  • Lets you reach a wider audience
  • Encourages active engagement with your brand
  • Builds stronger relationships with your viewers
  • Provides a wealth of content to repurpose
  • Makes you stand out from the crowd

live streaming - intro gif

To help you take advantage of live streaming, I’ll break down the benefits of doing it, the platforms and equipment you can use, and the types of streams you can host. If you want to know why, what, and how to live stream to give your marketing efforts a boost, keep reading.
Continue Reading

Take control of your workflows today