If you need to manage any kind of recurring work in your team, but aren’t sure what to look for in a process management software, then this guide will give you all of the information you need to help you make sense of the marketplace and make the best decision possible.

In this Process Street guide you will find:

• Signs you need process management software
• Is process management software right for you?
• 4 questions to ask yourself before you buy
• Must-have features in process management software
• What should you look for in a vendor?
• 5 tips to succeed with process management software

By the end of this guide, you will be ready & confident to identify & make a decision about your ideal process management software.
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Working efficiently can be an uphill battle, especially for larger teams. Luckily, the right workflow app has the ability to make your life a whole lot easier.

Each team needs a well-structured workflow to stick to when it comes to conducting daily tasks and all that other good stuff that keeps the engine of your company running.

The right workflow app allows your team to streamline their processes and improve the efficiency of daily recurring work. However, finding the right workflow management platform to meet the specific needs of your team can be complicated due to the number of products available on the market.

That’s why we at Process Street have compiled this list of the best workflow apps on the market right now, to help you understand what’s on offer & make the best decision.

• What should you look for when selecting a workflow app?
• The 10 best workflow apps according to Process Street
• What benefits can workflow management software provide you?
• Start making the most of your workflow management system today!

Let’s dive in!

Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

• Wetmore Consulting Group’s client onboarding problem
• Supercharge your client onboarding workflows with these Process Street features
• Client onboarding process building tips

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Joanne Camarce is a digital marketer focused on growing and strategizing B2B marketing and PR efforts. She loves slaying outreach campaigns and connecting with brands like G2, Wordstream, Process Street, and more. When she’s not wearing her marketing hat, you’ll find Joanne lost in the world of Japanese music and art, or just being a dog mom.

From increased employee autonomy to the transformation of offices into meeting hubs, the world of work has experienced a fundamental shift in how things are done. As data and tech innovations continue to morph the future of hybrid work for startups, that change will keep moving.

And that’s a good thing.

None of us knew exactly how much change the pandemic would bring, and some of that change has been frustrating, difficult, and not exactly ideal. Some of it, though, has been very necessary. Some of that change has even been a bit brilliant and revolutionized workplace accessibility in ways many employees have only dreamt of.

We’re talking about change that has made the startup world more efficient, strategic, and, heck – more human.

So how exactly do data and tech continue to impact the future of hybrid work for startups? Let’s find out.

In this post for Process Street, I’ll cover the primary impact hybrid has had so far – and what companies can expect going forward:

• The future of hybrid work & data security
• Rethinking the hybrid workspace
• Hybrid work & money matters
• Using automation & consolidation to ease the hybrid transition
• Nurturing culture & well-being for hybrid workers

Let’s get to work!
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This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Anne Perry, Process Street’s resident process design expert, shares with us how we’ve built processes for hundreds of teams to help make work fun, fast, and faultless.

Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams was the eighth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and don’t forget to sign up for free with Process Street!

Here’s the Process Design Masterclass with Anne Perry segment in full:

• Anne Perry: Process Street’s resident process design expert
• Four Ws and an H
• Why: Why does this workflow exist?
• What: What needs to be done?
• How: How do I do it?
• Who: Who does what?
• When: When are things supposed to be done?

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While it’s getting more popular lately, Keep is one Google’s of less popular products. It’s been around since 2013, and is a 100% free way to manage your tasks and store information.

What’s more, it links seamlessly with Gmail!

Because of this, you can now use Keep and Gmail together to create a lightweight task management system that lives inside your inbox. If you’re the sort of person who likes to start each day on to-do list / inbox zero and you’re striving to be more productive, you’ll love this.

This Process Street post will be covering:

• How to use Google Keep
• Using Google Keep with Gmail
• Google Keep tips and tricks
• Using Gmail as a to-do list

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Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

In this Process Street post, we’ll be covering:

• How does RevOps differ from Sales Operations?
• What is the purpose of RevOps?
• Are you making the most of the tools at your disposal?
• What are the primary responsibilities of the revenue Ooperations department?
• The commercial software that’s supporting its own expansion as well as its clients
• How can RevOps increase sales growth?
• What has caused this shift, and why is RevOps now on the rise?
• Could your business benefit from revenue operations?
• What is preventing businesses from taking advantage of RevOps?
• How do I get started with RevOps?

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Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.

The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.

In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.

We’ll cover:

• OKR management best practices
• How to automate your OKRs with Process Street & Weekdone
• Supercharge your OKRs with a workflow management platform

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This article is based on a segment from Process Street Highway 2021, where Rich Wong talks with Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business (namely, why it’s impossible without building solid processes.)

You can check out the full segment below, or read on for highlights.

• Two big shifts in how teams approach process management
• What makes a great company so great?
• Empowering people to build quickly & iterate
• Rich Wong’s process management advice
• Horizontal knowledge: Connecting efficiency across teams
• Automation: A core tenet of modern process management
• Rich Wong’s simple trend-spotting process

Rich is a General Partner with Accel; he’s led investments across all sorts of exciting industries and companies, including sitting on the board of some great companies like Atlassian, UIPath, and Process Street.

Here’s what he had to say about why and how process management is so important to building a scalable business.
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Whether it’s regular stand-up meetings with your team, customer communication, delivering feedback, demoing a new feature, or leading a webinar, screen sharing apps are so useful in the remote workplace that finding the best fit for your needs is an important task.

Well you’re in luck, as there are many offerings to choose from, not least due to the recent explosion of remote work around the globe.

In this Process Street article, I’ll be covering all of the best screen sharing apps (including those with remote desktop access), with advice on price, features, and what each tool is best used for.

Here’s a quick list of the screen sharing & remote desktop software I’ll be looking at:

• Zoom (for a popular, secure, intuitive, feature-ful remote team choice)
• Google Meet (for more cloud storage)
• Microsoft Teams (for a focus on internal communication)
• Slack (for convenience if you’re already Slack-centric)
• Screenleap (for sharing screens with anyone)
• Join.me (for frictionless new user access)
• GoToMeeting (for better security & encryption)
• Whereby (for better control over who enters your rooms)
• Mikogo (for a quick, simple, browser-based solution)
• Demodesk (for sales calls and presentations)
• Drovio (for creative collaboration)

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