All posts in Technology


Airtable vs Trello: The Best of Task and Project Management

airtable vs trello

Airtable vs Trello. Which is better?

Our team had been using Trello for years and had only recently undergone a transition to Airtable. We were having a tough time adjusting (old habits die hard), and my Process Street colleague Ben Brandall was trying to get to the bottom of why.

We love improving our productivity using everything from business process automation to focus music, and this case was no different.

Trello is a powerhouse of task management but Airtable is a masterful mix of database, spreadsheet, task and project management app. How are you supposed to choose?

That’s why I’m writing this post. After having used both apps personally and professionally for more than three years, I’ve been able to get to grips with who these apps are designed for and what makes them useful.

Most of all, you can learn from this to see which app would suit you instead of spending years testing them out yourself.

Let’s get started.

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iOS 12: Shortcuts, Siri & Zapier – 10 Awesome Automation Ideas

ios shortcuts

Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?

Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri.

You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations.

Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps.

There are two ways to use Shortcuts. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. The app also comes with a gallery of suggested shortcuts curated by Apple. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. You can see these in Settings under Siri & Search.

Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in:

  • 1. Dictate meeting notes straight to your CRM
  • 2. Send an electronic contract when timing is crucial
  • 3. Master your calendar in an instant
  • 4. Kickstart your client onboarding process
  • 5. Get paid faster by sending your invoices ASAP
  • 6. Assign your team members on the go
  • 7. Grab and archive snapshots of your working screen-space during a technical audit
  • 8. Jump straight back into your drafts, anywhere, any time
  • 9. Dictate an email to your assistant
  • 10. Manage your tasks with a dynamic to-do list

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6 Tasks We Automate to Make More Time for Work That Matters

automate tasks
Automation is on everyone’s lips right now.

And for good reason.

Deciding to automate tasks in your workflow can free you to focus on the things you want to be doing – the things which really create value for your business.

According to a report from McKinsey, Four Fundamentals of Workplace Automation, 15% of the average marketing executive’s time could be automated using existing commercially available tools and software.

Think of the productivity gains available if you could implement that company-wide.

More startling: that report is probably out of date.

Automation technologies are moving at such an incredible rate that new opportunities are appearing all the time. In this article, I’ll run you through a number of our real-life use cases for simple things in our business which we automate to either save time or improve processes.

Here’s a quick overview:

  • Automatically launch actions like Process Street checklists from moving Trello cards
  • Use dictation software to write at a higher speed and with less effort
  • Tweets containing our domain are automatically posted in Slack so we can see feedback in real time
  • Meeting notes are automatically posted in our Slack channel to update the rest of the team about the results of any meeting
  • Posting in Slack to automatically create a new entry line in our Airtable database
  • To book meetings we use Calendly connected with Google Calendar to make sure one-off meetings always occur when someone is available.

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UML Tutorial: How to Model any Process or Structure in Your Business

uml-tutorial-how-to-model-any-process-or-structure-in-your-business

Universal Modeling Language (UML) is a way of visualizing a software program using a collection of diagrams. That is perhaps the simplest way to define it.

If you’re looking for a full-winded definition, here it is:

“The Unified Modeling Language (UML) was created to forge a common, semantically and syntactically rich visual modeling language for the architecture, design, and implementation of complex software systems both structurally and behaviorally.”Lucidchart, What is Unified Modeling Language

UML has many advantages including flexibility, an abundance of tools, and the capacity to model systems from both a structural and behavioral perspective.

Nevertheless, it can sometimes be overwhelming.

A focus on simplicity is, therefore, essential to not only creating actionable diagrams, but also to avoid pulling your hair out in the process!

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What is Digital Ethics?: 10 Key Issues Which Will Shape Our Future

Adam Henshall
September 24, 2018

digital ethicsWe now have the world in our pockets. Our TVs are smart. Our cars soon to be driverless.

We live in the tech futures of 1970s futurists, or at least partly.

Along with predictions of technological development came ideas of utopias and dystopias. The technology we craft creates new use cases, opportunities, and dangers. The tech and its application cannot be separated.

This brings us to larger questions of how we should employ technology, what risks new tech may bring, and what the arrival of these new futures means to us as humans on our little ball of dirt.

This is the sphere of digital ethics.

Process Street was invited to the inaugural World Ethical Data Forum, and it has set our minds rolling over some of these questions and the discussions of what may lie ahead.

In this article, we’ll cover:

  • What is digital ethics?
  • 3 current hot topics in digital ethics
  • 3 challenges discussed at the World Ethical Data Forum
  • What to look out for in the future of digital ethics

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Machine Learning Marketing Uses: How to Enhance Analytics and Win Jeopardy

machine learning marketing

The best techniques and technology in the world won’t help you if you don’t know how to use them. Annoyingly, with it being so new, it’s hard to tell what machine learning marketing use cases there are to base your efforts on.

In other fields, the breakthrough tech is being used in medical diagnoses, spam filtering, fraud detection, translation and more. All you need is some inspiration to get started with your own uses.

That’s why this post exists.

I’ll cover, in detail, the key ways machine learning is affecting marketing, and how it can be used to handle some of your business process automation, provide actionable data insights and predictions, and even win $1 million on Jeopardy.

Before that though, if you don’t know what machine learning is (or want a refresher), check out our other posts on the topic below:

Let’s get started.

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An Introduction to Blockchain: The Potential for Process Management and Beyond

introduction to blockchainBitcoin, Cryptocurrencies, Blockchain.

Together, these various buzzwords form a distributed ledger of hype!

The potential for a new decentralized world has led investors, writers, bankers, entrepreneurs and more to herald various versions and aspects of this new technology as representing the future of humanity.

A World Economic Forum survey even suggested that 10% of global GDP would be stored on the blockchain by 2027.

There is a lot of excitement about the direction the technology is heading, but the tech behind Bitcoin has existed for a while now and we’re yet to see much mainstream integration of it.

Which begs the question: what can the blockchain be used for?

In this Process Street article, we’ll look at:

  • What is the blockchain?
  • 5 use cases where the blockchain could thrive
  • How the blockchain could be utilized in business process management

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Best Marketing Automation Software: 10 Tools to Autopilot Marketing Emails

Marketing automation software

Marketing your product to a wide audience is a real challenge for many businesses. Acquisition costs can be high and effective optimization of approach requires bucketloads of data.

According to research from Aberdeen Group, users of marketing automation software are 17 times more likely to track all their data than those who don’t employ these platforms. This drives improvement and is one of the primary reasons that users of marketing automation decrease customer acquisition costs year on year at over twice the rate of their competition.

Modern marketing methods mean that multiple in-depth campaigns can be run without all the unnecessary administration and time-consuming efforts of the past.

There are many automation tools to choose from on the market and in this article we’ll run through 10 of the best, giving you a breakdown of what each offers.

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12 IT Processes to Avoid Server Failures and Client Headaches

IT Processes

“Without IT process management, there is no way to assure [cost-effective IT services]” – Casper van der Kolk

Whether you’ve been in the IT business for years or are just starting to make your mark, there’s no question that managing your processes is vital.

With processes, you can you do more with your current resources by standardizing and optimizing your work. And, when your team knows exactly what to do for each recurring task, they can greatly improve their productivity and motivation.

However, the benefits don’t just stop at a happier and more efficient team.

Integrating these recurring workflows into your IT management resource basket can reduce incident response times, increase customer satisfaction, ensure security compliance, manage department stock and – perhaps best of all – enforce consistency, to give you peace of mind that everything is running as expected.

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Bitbucket vs. GitHub: The Best Version Control Software for Business?

Bitbucket vs GitHub

If you want a large team of enterprise developers to collaborate effectively, you need to find a suitable place to host your code. Choosing a repository hosting service might not seem like a big deal. But the repo host you choose can have serious consequences for your developers’ productivity and ability to build great products.

Both GitHub and Atlassian’s Bitbucket offer paying customers an unlimited amount of private and public repositories. What distinguishes them isn’t their core hosting function. It’s how they affect your project in different ways. So, in this piece we’re going to examine:

  • Extension tools
  • Community involvement
  • Pricing

The difference in how Bitbucket and GitHub approach these categories might seem trivial. But variance in these features impact an enterprise’s workflow, open source access, and scale.

Let’s compare these two services and see where your enterprise should host its code.

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