Data Sets

Centralized data connecting work across all teams and departments in your organization.

Get started Contact sales

Trusted by more than 3000 companies

Build accurate workflows with confidence and
complete workflow runs faster, with a secure
and accessible source of truth.

Keep important data readily accessible, such as contact information for new hires, sales leads, or property management records, and seamlessly weave it into your business processes.

Auto-filling Form Fields in Workflows

Complete tasks and workflows fast and faultlessly with less manual input.

Get started

Integrations

Transfer data automatically, freeing up your team to focus on the jobs the machines can't handle.

Get started

Saved Views

Analyze the details that matter with pre-configured views of your data.

Get started

Variables

Personalize tasks and communication in your workflows with accurate data from your data set.

Get started

Common use cases

Human Resources

Enhance Employee Engagement

Utilize feedback data to improve the workplace environment and increase employee satisfaction.

Problem

Many of our customers find it challenging to understand and improve the factors that influence employee satisfaction.

Process Street Solution

Process Street's data sets, gathered from regular feedback surveys, can pinpoint areas for improvement, allowing customers to implement effective changes and boost employee engagement.

5-Step Process for Employee Engagement with Process Street

Data Gathering: Kick things off by utilizing our user-friendly forms to collect employee feedback. Whether it's happiness, workload, or growth opportunities - the choice of data you collect is entirely in your hands.
Initialization: All that priceless feedback? It's stored in unique, central repositories - in Data Sets. This allows data from various input sources to be harnessed collectively, widening the scope of insights you can harvest.
Analyze: This is where the magic happens. Process AI sifts through the information, working round the clock to identify trends, patterns, and areas for improvement.
Refine: With the data crunched, the insights rolled out are yours to action. You might choose to refine your onboarding process, increase team-building activities, or address something entirely different. The point is, you'll know precisely what you need to adjust.
Monitor: Fostering employee satisfaction is an ongoing journey, not a destination. Use the data sets to constantly monitor the results and employee sentiment, adjusting your strategies as needed.

Benefits for Customers

Precision: Make pinpoint accurate changes, thanks to the processed and analyzed data.
Proactivity: Gauge employee sentiment ahead of time, effectively addressing issues before they escalate.
Personalization: Deliver solutions that truly resonate with your workforce, using their feedback as a guiding compass.
Progress: By constantly fine-tuning your strategies, you foster an environment ripe for growth and progress.
Peace of Mind: Knowing your decisions are co-piloted by reliable data injects confidence into your strategy, giving you peace of mind.

Streamline Onboarding

Personalize training and induction processes based on data from successful employee onboarding experiences.

Problem

Creating effective and personalized onboarding experiences can be difficult for our customers.

Process Street Solution

Using data sets from Process Street on past successful onboarding experiences, customers can streamline and tailor their onboarding process, resulting in better employee integration and retention.

5-Step Process for Onboarding with Process Street

Identify the core requirements for your optimal onboarding experience: This is the most important phase because what follows is directly built upon it. You need to learn which metrics matter the most for your onboarding process, which steps are the most essential, and what information is needed to personalize the experience for the new hires.
Create your Data Set in Process Street: Process Street allows you to create a central data set that will serve as your guideline and blueprint. Here, you would store data related to past successful onboarding experiences - every detail, from feedback to metrics to documented standard operating procedures (SOPs).
Set up relevant workflows: Once your data set is ready, the next step is to set up workflows to guide the onboarding process using this data. These workflows can simplify creating a custom-tailored experience for each new hire based on their unique needs and your past experiences.
Use forms for data gathering: Deploy forms as an integral part of your workflows to collect feedback, quirks, and additional data about each new hire. This data is added to your dataset and used to further customize the process.
Analyze workflow performance data to spot improvements in your workflows. Remember, a workflow is fluid and can be refined time after time.

Benefits for Customers

Personalized Onboarding: Harness past data and experiences to create a customized onboarding process for every new hire, enhancing their integration experience.
Improved Efficiency: With automated workflows and data-driven decision-making, you can improve the efficiency of your onboarding process.
Better Retention: A well-thought-out, tailored onboarding experience can improve employee satisfaction and thereby increase retention rates.
Continual Improvement: You can constantly refine your onboarding process and continually improve, never making the same mistake twice.
Consistent Execution: With data sets and well-defined workflows, you ensure that your process is consistently executed every time, avoiding discrepancies or missed steps.

Improve Talent Acquisition

Use data sets to identify the best sources for candidates, shortening the recruitment cycle.

Problem

It's often a struggle to identify the most effective sources for recruitment, leading to longer and less efficient hiring processes.

Process Street Solution

Process Street's data sets can display the success rates from different recruitment sources, allowing you to focus your efforts more strategically and shorten the recruitment cycle.

5-Step Process for Talent Acquisition with Process Street

Import Existing Data: Start by importing all your current recruitment data into Data Sets. This includes data from different sources like job boards, networking events, recruitment agencies, and social media.
Create Workflows: With the data in place, you can set up a recruitment workflow. This can be based on your existing recruitment process and tailored to be based on real-time recruitment data.
Integrate Process AI: Add one of our innovative AI Tasks into your recruitment workflow. The AI component will analyze the Data Set, identifying patterns and trends, then use this to provide predictive analytics.
Analyze and Refine: Based on the reports generated, refine your recruitment sources by focusing more on the most effective ones. Continuous analytics will help you to identify shifts in trends and adjust your process accordingly.
Iterate: Continue using data insights and AI to iteratively improve and streamline your recruitment process. Watch as your recruitment cycle becomes shorter and your procedures become more efficient.

Benefits for Customers

Improved Decision Making: Make more informed decisions based on real data rather than intuition or assumptions, leading to a higher success ratio from your recruitment sources.
Increased Efficiency: Optimize your recruitment process by focusing on the most effective sources, and remove or reduce time and effort spent on less productive channels.
Real-Time Insights: Get an immediate analysis of your recruitment process and real-time feedback, allowing you to react to trends and patterns quicker.
Cost Savings: Reducing reliance on less effective recruitment sources will save money and resources in your recruitment strategy.
Predictive Analytics: Leverage AI-generated forecasts to anticipate future outcomes, helping you to stay ahead and make proactive decisions in your recruitment process.

Optimize Workforce Planning

Analyze employee data to predict attrition rates and plan for future staffing needs.

Problem

Anticipating future staffing needs and predicting attrition rates is a challenge faced by our customers.

Process Street Solution

By analyzing historical employee data sets in Process Street, customers can identify trends and make accurate predictions to optimize their workforce planning.

5-Step Process for Workforce Planning with Process Street

Gather Employee Data: Initiate the process by creating a Form in Process Street to collect relevant employee data. This can include factors influencing job satisfaction, performance metrics, length of service etc. Using our easy-to-use form builder, this step can be set up within minutes.
Centralize and Store Data: Store the data collected in centralized Data Sets. This will allow your information to be organized, easily accessible, and ready to be utilized for the succeeding steps.
Analyze Employee Data: Activate our Process AI feature to analyze employee data stored within the Data Sets repository. This AI-powered tool can identify patterns, trends, and correlations in your historical data that are significant to employee attrition rates and future staffing needs.
Predict Attrition Rates and Staffing Needs: Use Process AI to construct predictive models showing potential staff turnover rates. It can also forecast future staffing requirements based on your unique organization data and growth projections.
Optimize Workforce Planning: Employ the insights generated by Process AI to proactively plan for your staffing needs. Adjust hiring timelines, redefine employee retention strategies, or even create new roles as needed based on this data-driven approach.

Benefits for Customers

Data Accessibility: Process Street's centralized Data Sets enable quick and easy access to all relevant employee data which is fundamental for informed decision making.
Informed Decision-Making: Process AI's ability to analyze and extract meaningful insights from your data aids in making better predictions and decisions regarding your workforce, reducing the risk of overstaffing or understaffing.
Time Efficiency: Automations and integrations can significantly expedite and streamline data collection, analysis, and forecasting tasks, free up valuable time to focus on execution and other strategic initiatives.
Improved Precision: By relying on data and AI analysis, you reduce the risk of human error in prediction and planning, enabling greater operational precision.
Continuous Improvement: With continual data input into your Data Sets, your Predictive Models will refine over time leading to more reliable and accurate predictions. This facilitates organizational adaptability and continuous improvement in your workforce planning processes.

Facilitate Performance Management

Analyze productivity data to better manage performance reviews and promotions.

Problem

Our customers often find it hard to manage performance reviews and promotions due to a lack of objective data.

Process Street Solution

With Process Street, customers can analyze productivity data sets to facilitate performance reviews, ensuring promotions and performance feedback are based on reliable, quantifiable information.

5-Step Process for Performance Management with Process Street

Data collection: First, using Forms you collect crucial productivity info from your teams. You simply create custom forms asking everything needed to review performance - from targets met to new skills earned.
Data centralization: Next, you'll feed responses from these forms into your dedicated performance review Data Sets. This is where all productivity-related data will live - a central hub making any relevant info instantly accessible.
Data management As Data Sets are dynamic, they can adapt and grow with your needs. New data from future performance reviews can be added over time. This ensures your data is always up-to-date and you have a running record of staff productivity.
Data integration: Your Data Sets are now ready to be hooked into your performance review workflows. By connecting the two, every review process in your workflow can pull relevant information from your Data Sets in real time.
Intelligent analysis: Finally, our Process AI feature cues in. It applies AI's analytical capabilities, evaluating patterns and correlations in your Data Sets to provide unbiased, insightful breakdowns of your team's performance.

Benefits for Customers

Objective Evaluations - By utilizing data to conduct performance reviews, your assessments will be based on tangible performance indicators rather than subjectivity.
Consistent Data - Using Data Sets ensures consistency across all performance reviews. You get a uniform basis for comparing employees.
Streamlined Process - The combination of Forms, Data Sets, and Process AI saves countless manual work. Performance reviews become quicker, more efficient, with less chance for error.
Knowledge Retention - Having a centralized, continually updated record of all performance data leads to better institutional knowledge. You can observe long-term performance trends and track improvements over time.
Better Decision Making - With AI-driven insights, you're equipped to make informed decisions. Whether it's promotions, team restructuring or identifying training needs, AI-enhanced data will guide your way.

Property Management

Efficient Tenant Screening

Leverage data sets to streamline tenant screening processes, ensuring more reliable occupants.

Problem

Our customers often struggle with time-consuming and unreliable tenant screening processes.

Process Street Solution

By using Process Street's data sets, you can efficiently analyze and score potential tenants based on past behavior and reliability, leading to better tenant selections.

5-Step Process for Tenant Screening with Process Street

Set-Up: The first step would be gathering information such as rental history, credit score, employment status, and references. You can create a dedicated Data Set, which would serve as your centralized repository for all tenant-related data.
Input: After setting up the data set, whenever a potential tenant applies through the application workflow, a new record will be created in your established data set.
Analysis: Utilizing an AI task in your workflow, you can analyze and score potential tenants based on your specified criteria.
Decision: With access to analyzed and scored tenant data, you can make better-informed decisions about which tenants are the best fit for your property.
Improve: As you continue to use this system, you can also identify areas of improvement in the tenant selection process through its continual learning approach.

Benefits for Customers

Streamlined Process: Instead of wrestling with scattered information and multiple tools, you can manage your entire tenant screening process in one place. The use of data sets reduces unnecessary repetition and improves process efficiency.
Informed Decisions: With analysis and scoring of tenants, you can make better-informed decisions, reducing risk and potential future problems.
Time-Saving: Automation of the tenant data collection and analysis process means less time spent on manual data entry and interpretation, leading to significant time savings.
Continuous Improvement: AI analysis functionality doesn't only help you make better decisions but also refines the decision-making process itself over time, leading to better tenant selection processes in the long run.
Improved income: Ultimately, the most significant advantage is the selection of more reliable tenants, which can lead to better tenant relationships, less turnover, and improved rental income.

Optimize Asset Maintenance

Utilize data to predict when properties are due for maintenance or upgrade.

Problem

Many of our customers find it challenging to predict when their properties require maintenance or upgrades.

Process Street Solution

Process Street's data sets, compiled from property conditions and maintenance history, can help customers predict maintenance needs, preventing costly emergency repairs and enhancing tenant satisfaction.

5-Step Process for Asset Maintenance with Process Street

Data Collection: Gather critical data related to your properties using forms - such as age, condition, past maintenance performed, and upcoming maintenance. This information can be pushed automatically into Data Sets.
Consolidation: Once your forms are complete, a new record is added to your data set, centralizing this information and making it easily accessible for utilizing it in your workflows.
Set Up Predictive Parameters: Use an AI Task in your workflow to analyze your Data and establish predictive parameters such as property condition thresholds which, when met or exceeded, trigger the need for maintenance or upgrades.
Workflow Creation: Create an automated workflow based on the parameters set in Step 3. This workflow will automatically trigger when maintenance or upgrade becomes due, notifying the concerned team and assigning tasks.
Execution and Continuous Improvement: Utilize workflows, track progress, and gather more data which fuels continuous improvement.

Benefits for Customers

Predictability: You get an accurate prediction on property maintenance, thanks to data-driven decision support.
Preventive Maintenance: By identifying a potential issue early, costly emergency repairs can be avoided, leading to significant savings.
Increased Efficiency: Through streamlined workflows and automation, the maintenance process becomes incredibly efficient.
Data-Driven Improvements: Continuous data collection and analysis enable constant improvements - a virtuous cycle toward perfection.
Enhanced Tenant Satisfaction: Well-maintained properties reduce tenant complaints, enhance satisfaction, and increase retention rates.

Improve Budgeting

Analyze past expense data to create more accurate budget forecasts.

Problem

Accurate budget forecasting is a common struggle for our customers due to the unexpected costs of property management.

Process Street Solution

Process Street's data sets enable customers to analyze past expenses, helping them create more accurate budgets and avoid unforeseen costs.

5-Step Process for Budgeting with Process Street

Consolidate Data: First off, you'll want to gather all financial data from the past year (or multiple years, depending on your preference) and consolidate the information into one Process Street data set. This will serve as your centralized hub for previous financial data and expenses.
Analyze Trends: Determine patterns in your company's spending from your data set. This could include noting seasonal expenses, identifying areas of overspending, and highlighting unexpected costs.
Develop Budget Predictions: Based on your data analysis, develop a projected budget for the upcoming fiscal year. Create a new data set in Process Street to house these predictions.
Monitor Spending In Real-Time: As you progress through the year, track all company expenses. By continually updating this data set, you can compare actual spending with your previously forecasted budget.
Refine Budget Predictions: Lastly, use the performance data gathered in the previous step to adjust your budget predictions for the next fiscal year. Make these adjustments within your budget predictions data set, continually refining your budgeting process.

Benefits for Customers

Increased Accuracy: By extrapolating from organized historical data, your budget forecasts will be far more accurate.
Improved Efficiency: The automated data sets make the traditionally time-consuming task of budget analysis faster and more streamlined.
Insightful Decision-Making: Detailed financial data analysis can lend itself to improved decision-making, driving overall business strategy.
Cost Saving: Identifying areas of overspending will help to eliminate unnecessary costs and increase profitability.
Strategic Planning: With accurate projections, you can better allocate resources, enhance strategic planning, and anticipate future financial trends.

Enhance Property Pricing

Use market data to optimize rental and sales prices.

Problem

Setting optimal rental and sales prices is often a challenge for our customers due to fluctuating market conditions.

Process Street Solution

Using Process Street's data sets, customers can analyze local market data, enabling them to set competitive and profitable property prices.

5-Step Process for Property Pricing with Process Street

Collection of Market Data: Gather relevant property market data. This could involve information like neighborhood demographics, previous rental and sales prices, or comparable properties in the region.
Centralization of Market Data: Store the collected data in a centralized data set making it readily accessible to relevant personnel and processes.
Analysis of Market Data: Analyze the market data to gain insights into rental and sales price trends. Visualize trends and patterns in the data.
Setting Property Prices: Based on the market data analysis, set competitive and profitable prices for each property. Document your pricing strategy using Pages.
Automated Update and Adjustment: Connect the data set to your pricing workflow. This allows for automatic price adjustments whenever there are significant changes in the market data.

Benefits for Customers

Real-Time Market Insights: By centralizing market data, customers can have real-time insights into the dynamics of the property market, aiding in more accurate decision-making.
Competitive Pricing: Analyzing up-to-date data helps set rental and sales prices that are competitive in the local market, thereby enhancing property attractiveness.
Improved Profitability: The ability to make data-driven pricing decisions can significantly increase profitability by ensuring rental and sales prices reflect the current market conditions.
Automated and Streamlined Workflows: Connecting the data set to pricing workflows means prices can be automatically adjusted in response to market conditions, thereby saving time and reducing the chances of human error.
Efficient Documentation: By recording the pricing methodology in Pages, you can document your strategies, making it easier to follow and iteratively refine the process in the future.

Streamline Vendor Management

Simplify the RFQ and selection process for third-party vendors by creating a standardized workflow for both parties, that tracks the vendors' compliance on key metrics.

Problem

Our customers frequently face challenges with managing vendor performance, leading to suboptimal service quality and cost-efficiency.

Process Street Solution

Process Street's data sets allow customers to track and analyze vendor performance, aiding in negotiations and ensuring higher service quality and better value.

5-Step Process for Vendor Management with Process Street

Gather Vendor Data: Using Forms, collect data from various vendors such as cost, completion time, quality reports, etc.
Store Data: Automate sending the collected data into data sets every time a form is completed. This data set will serve as your single point of truth for all vendor-related information.
Analyze Vendor Performance: Connect a vendor performance workflow with Process AI integrated. You can use an AI Task to analyze patterns and trends, aiding an in-depth understanding of vendor performance.
Identify Opportunities for Improvement: Use the insights gleaned from your AI-driven analysis to identify issues or areas for improvement. This may include inconsistencies in service, higher costs, or late completions.
Negotiate and Improve Service Quality: Based on the improvements identified, renegotiate terms with vendors or choose to explore better-performing vendors. This will result in better service quality or more cost-efficient outsourcing.

Benefits for Customers

Improved Vendor Performance: By analyzing vendor performance data, you can ensure that vendors are meeting or exceeding their agreed terms of service.
Cost Efficiency: With the ability to track and compare costs across vendors, you'll be equipped to drive more value from your vendor relationships.
Enhanced Decision Making: By having all vendor data in a consolidated, accessible format, you can make informed decisions when choosing vendors for specific tasks.
Time-Saving: Automated data collection and analysis can significantly cut down the time spent on vendor management, freeing up resources for other important tasks.
Continuous Improvement: Process AI offers you the opportunity for continuous improvement, not just identifying issues but also proposing solutions based on the analyzed data.

Marketing

Enhance Campaign Planning

Leverage past campaign data to optimize future marketing strategies.

Problem

Our customers often struggle to predict the success of marketing campaigns due to lack of past performance data.

Process Street Solution

With Process Street's data sets, customers can analyze previous campaign outcomes to optimize future marketing strategies and improve campaign effectiveness.

5-Step Process for Campaign Planning with Process Street

Data Gathering: Use Forms to collect relevant campaign data. This could include the metrics from your past marketing campaigns, such as conversion rates, click-through rates, and engagement levels.
Data Centralization: The next step is to automate sending all your gathered data into a data set when a form is completed. This will enable you to easily access and use the data across various workflows.
Data Analysis: With your data now centralized, it's time to analyze it. Using Process Street's AI capabilities, you can dig into the performance of your past campaigns, identify trends, and find what worked well and what didn't.
Strategizing: Once you've gleaned insights from your data, it's time to put that intelligence to use. Create a strategy for your upcoming marketing campaigns based on your data-driven insights. Workflows can be used here to help plan, schedule, and assign tasks.
Implementation: Now comes the execution part. Launch your optimized campaigns and track their performance in real-time using integrations with other tools.

Benefits for Customers

Centralized data: Process Street's Data Sets provide a centralized location to store all your data, making it readily available and easy to access for all your team members.
Improved Decision-Making: With the ability to analyze previous campaign outcomes, you can make data-driven decisions to optimize your future marketing strategies.
Simplified workflow: Process Street simplifies the planning, tracking, and automation of tasks related to campaign management.
Increased productivity: By automating repetitive tasks and integrating your existing systems, teams can be more productive and focused on strategic tasks.
Process AI Integration: AI capabilities of Process Street can accelerate process refinements, leading to continuous improvements in campaign effectiveness over time. This ensures your processes get smarter and more efficient with each iteration.

Improve Audience Segmentation

Use data sets to create more personalized marketing campaigns.

Problem

Many of our customers find it difficult to segment their audience for personalized marketing due to a lack of comprehensive customer data.

Process Street Solution

Process Street's data sets enable customers to better understand customer behaviors and preferences, allowing for more personalized and effective marketing campaigns.

5-Step Process for Audience Segmentation with Process Street

Initiate and Gather Data: Use Forms to gather valuable information like customer behaviors, preferences, demographics, and recent purchases, and save this data automatically in a data set when forms are completed.
Segment and Categorize: With the help of AI-Powered Process Management, break your customer data into categories based on shared characteristics such as age bracket, geographical location, spending habits, or interests within the data sets.
Create Personalized Marketing Workflows: Use the Workflow tool to design marketing approaches and strategies targeting these specific audience segments. For instance, a workflow for 'Email marketing to Millennial Tech Enthusiasts' or 'Social media campaigns for High-Spending City Dwellers'.
Integration and Automation: Next, use an integration to connect your workflows with your CRM, or marketing automation software. Let AI do the heavy lifting, triggering personalized emails or ad campaigns based on the specificities of each segment.
Refine and Optimize: Finally, continually improve your audience segmentation and marketing efforts with our Process AI. Use its insights to identify trends, monitor the results of your marketing workflows, and refine your strategies as necessary.

Benefits for Customers

Comprehensive Customer Understanding: Data sets provide a centralized repository for capturing and storing customer data, leading to a profound understanding of customer behaviors and preferences.
Higher Marketing Precision: Using data sets for audience segmentation allows businesses to zoom in on specific audience groups, thereby ensuring more personalized and precise marketing strategies.
Streamlined Work Processes: Workflow automation minimizes manual intervention in marketing efforts, resulting in time and resource savings and boosting overall productivity levels.
Continual Improvement: By facilitating in-depth analysis and actionable insights through Process AI, you can be empowered to regularly refine your marketing strategies, thereby fostering continual improvement.
Enhanced Customer Engagement: Personalization has been proven to increase customer engagement and satisfaction. With improved audience segmentation, businesses can significantly enhance their interaction with clients, leading to increased repeat business and customer loyalty.

Optimize Content Strategy

Analyze engagement data to identify the most effective content types and channels.

Problem

Our customers frequently face challenges in identifying the most engaging content types and channels.

Process Street Solution

By analyzing engagement data in Process Street's data sets, customers can identify what content resonates best with their audience, leading to a more effective content strategy.

5-Step Process for Content Strategy with Process Street

Process Setup: Initiate your content strategy workflow in Process Street. Line out a clear workflow diagram that details each step of your content creation, delivery, and tracking strategy.
Gather Data: Utilize forms within Process Street to gather engagement data from your various platforms and channels. Feed this data automatically into your data set when a form is completed.
Analyze: Harness the power of Process AI to examine the engagement data. Look for trends, patterns and outliers. This AI-driven system is your secret weapon to gain insightful, data-driven recommendations.
Identify Winners: Process AI will not just identify, but also predict winning content styles, formats and channels based on current and historical data.
Optimize Strategy: Use these data-driven insights to refine your content strategy. Make informed decisions - create more of content types and leverage the channels that your audience loves.

Benefits for Customers

Precision: No more guessing games. Your content strategy will be driven by cold, hard data.
Increased Engagement: By delivering content that resonates with your audience, you're bound to see a bump in user engagement across the board.
Resource Optimization: Focus your creative resources on producing the content types and leveraging the channels that offer the highest ROI.
Improved Scalability: A streamlined, proven content strategy offers solid groundwork as your business scales.
Boosted Results: Ultimately, properly optimized content strategies lead to better conversions and business results - be it sales, sign-ups, or other relevant metrics.

Track Brand Health

Leverage social media data to monitor brand sentiment and reputation.

Problem

Monitoring brand sentiment and reputation is often a complex and time-consuming task for our customers.

Process Street Solution

Using Process Street's data sets, customers can leverage social media data to monitor brand sentiment in real-time, allowing for rapid response to potential brand reputation issues.

5-Step Process for Brand Health with Process Street

Set up Data sets: Create a data set with customer reviews and social media data, including comments and retweets with your brand's mentions from all your social platforms.
Form Creation: Use Forms to create an easy submission method for new reviews or comments to be added to your data set. This can be integrated with customer service reps' workflows for real-time submissions.
Automate Data Collection: Utilize automations to automatically collect and compile data from your social media platforms into your data set.
Analyze Sentiment: Deploy Process AI to analyze the sentiments expressed in the reviews and comments towards your brand. Look at patterns, trends, and outliers.
Generate Reports and Take Action: Generate comprehensive workflows and automate actions like customized replies to negative sentiment or send perks to those with positive sentiment to build a positive brand reputation faster.

Benefits for Customers

Time Efficiency: Automation eliminates the need for manual data collection, freeing up valuable time.
Real-time Analysis: With data sets, social media data can be monitored and analyzed in near real-time.
Data-Driven Decisions: Make informed decisions on actions to take based on factual, up-to-the-minute data.
Better Customer Service: By proactively identifying and addressing customer feedback, customer experience is greatly improved.
Improved Brand Reputation Management: With continuous monitoring and rapid response to customers' sentiments, you're able to stay on top of your brand reputation and take immediate corrective actions when necessary.

Improve ROI Measurement

Utilize data to accurately measure the impact and ROI of marketing activities.

Problem

Our customers often struggle to accurately measure the impact and ROI of their marketing activities.

Process Street Solution

With Process Street's data sets, customers can track campaign outcomes and expenditures, enabling accurate measurement of marketing ROI and guiding future investment decisions.

5-Step Process for ROI Measurement with Process Street

Identify: First up, identify the key metrics you need to track to measure the impact and ROI of your campaigns. These could include things like click-through rates, conversion rates, customer acquisition costs, and overall revenue increases.
Create: Next, create a 'Data Set' for each campaign in Process Street. This central repository provides a fast and efficient way to store and access information about each marketing activity.
Integrate: Use our API to connect your Data Set with your marketing tools. This allows for automatic updates of key metrics and maintains all your important data in one place.
Analyze: Dive into the details. Data Sets allow you to monitor trends, compare different campaigns, and provide valuable insights into how various activities are impacting your bottom line.
Refine: Last but not least, leverage this data-fueled insight to refine your current and future marketing activities. This could mean allocating more resources to high-performing campaigns or identifying improvement points for underperforming ones.

Benefits for Customers

Improved Decision Making: Actionable data will guide your marketing investment decisions, ensuring your campaigns are targeted and effective.
Consistency: Having all your data in one central repository means a uniform and standardized way of measuring ROI across different campaigns.
Increased Productivity: Automating data collection and analysis will save your team a ton of time, increasing overall productivity.
Avoid Wasted Resources: By quickly spotting low-performing campaigns, you can adjust or discard them, reducing wasted resources.
Future Planning: The data insights gathered could provide momentum for future successful marketing campaigns and activities.

Customer Success

Improve Customer Retention

Use data sets to identify at-risk customers and develop retention strategies.

Problem

Many of our customers face challenges in identifying at-risk customers before they churn.

Process Street Solution

With Process Street's data sets, customers can analyze patterns in usage and feedback to proactively identify at-risk customers, enabling targeted retention strategies.

5-Step Process for Customer Retention with Process Street

Collecting the Data: The basis of any data-driven strategy is reliable information. Begin by creating a form in Process Street where your support teams can populate data related to every customer interaction.
Centralizing the Data: Inputs from completed forms are stored automatically in your Data Sets via automation. Data Sets serve as a powerful, centralized hub that keeps critical data in a structured and easily accessible format. So, every time you have a new interaction, the relevant information will be updated in almost real-time.
Analysing Data Trends: Use the power of our Process AI to analyze this data. By considering factors such as usage frequency, interaction histories, and customer feedback, the AI can identify signs that a client may be about to churn.
Developing a Retention Strategy: Design a clear, effective workflow for reaching out to at-risk customers. These workflows can guide your team through the best way to approach these clients, what to discuss, and how to offer improved experiences or special offers.
Automating the Process: Finally, utilize the Automations and Integrations features of Process Street. These tools make connecting the analysis from the AI-driven data sets to the implementation of your retention strategy a seamless process. This keeps everything running smoothly and efficiently.

Benefits for Customers

Proactive Management of Customer Relationships: Using Data Sets, you can recognize potential issues before they escalate and take meaningful action.
Efficient Workflow Management: Harness powerful workflow tools to create efficient retention processes, improving your customer service experience.
Powerful Integrations: With integrations, you can connect Process Street with your existing tools, ensuring uninterrupted communication between different platforms and increasing efficiency.
Intelligent Automation: Automate repetitive tasks and free up your team's time to focus on higher-level strategies and customer interactions.
Data-Driven Processes: With AI at the heart of your customer retention strategies, you can make smarter, data-driven decisions - taking the guesswork out of your client retention process.

Enhance Product Usage

Utilize user behavior data to identify opportunities for customer training or product improvement.

Problem

Our customers often find it difficult to understand how their products are being used, limiting their ability to offer effective training or make necessary improvements.

Process Street Solution

Process Street's user behavior data sets help customers identify usage trends and areas of confusion, allowing them to provide targeted training and improve product features.

5-Step Process for Product Usage with Process Street

Start by identifying which specific product features or user behaviors you'd like to investigate. It could be ones that you've received abundant feedback about or areas that you think need attention.
Use data sets to consolidate all relevant user behavior data. This could include activity logs, usage statistics, user feedback, and more.
Dive into the data and look for trends. Use the AI-powered tools provided by Process Street to identify patterns and areas of interest.
Pinpoint customer pain points and areas of confusion or lack of use. This data will provide a baseline understanding of the current usage of your product.
Use the data-derived insights to optimize your product, design targeted training programs, and develop key improvements.

Benefits for Customers

Product Optimization: By understanding user behavior, you can pinpoint areas that need improvement and make necessary changes, thus optimizing your product.
Targeted Training: Data sets help to identify areas where users struggle, allowing the creation of targeted training programs to enhance user comprehension and skill.
Increased User Satisfaction: By addressing user pain points, your users' satisfaction levels with your product will surely rise, leading to a better overall user experience.
Greater Efficiency: Uncover redundant or unused features that you can eliminate to streamline your product, leading to greater efficiency for both you and your users.
Proactive Decision-Making: Process Street's data sets equip you with knowledge that enables making proactive decisions, rather than reactive ones, fostering a culture of continuous improvement.

Optimize Support Efficiency

Analyze support ticket data to improve resolution times and customer satisfaction.

Problem

Improving resolution times and customer satisfaction can be difficult for our customers due to limited insights into support processes.

Process Street Solution

Process Street's data sets can analyze support ticket data, helping customers streamline their support process, improve resolution times, and increase customer satisfaction.

5-Step Process for Support Efficiency with Process Street

Collect and Organize:: Use Forms in Process Street to collect and organize your support ticket data efficiently. This can be data regarding the nature of problems, time taken for resolution, customer satisfaction rates, and more.
Centralize Data: Automatically collect your support ticket data in a data set when a form is completed. This not only facilitates easy access to your data but fosters cross-functional data utilization, streamlining your process.
Analysis: Utilize Process AI to analyze the stored data and identify bottlenecks in the support process and opportunities for improvement.
Refine Your Strategy: Based on the insights from the analysis, refine your existing process. You could automate certain steps, reassign tasks, or introduce new checkpoints to ensure efficiency.
Empower Staff and Monitor Results: Deploy the new, improved workflows to your staff. Then, continue to monitor the results using real-time updates and metrics in order to make further improvements if necessary.

Benefits for Customers

Improved Resolution Time: By identifying bottlenecks and optimizing your workflows, you will see a significant reduction in resolution times.
Enhanced Customer Satisfaction: A quicker resolution time means happier customers. By streamlining our support process, you ensure that the customer journey is as smooth as possible.
Staff Efficiency: By automating certain steps, your employees can focus on tasks that require personal attention, thereby, optimizing work productivity.
Informed Decision Making: Process AI provides data-driven insights that are crucial for decision-making, enabling continuous process improvement.
Integration: Process Street integrates smoothly with your existing software, meaning you can leverage the investment you've already made in your tech stack while realizing new efficiencies.

Personalize Customer Interactions

Use customer data to create personalized experiences and communication.

Problem

Our customers often struggle to provide personalized experiences due to a lack of comprehensive customer data.

Process Street Solution

By utilizing customer data sets in Process Street, customers can personalize interactions, improving customer satisfaction and loyalty.

5-Step Process for Customer Interactions with Process Street

Creation and Integration: Start with building a comprehensive data set in Process Street with all of your customer information. You can import data into your data set from your customer relationship management (CRM) system to ensure it's up-to-date.
Segmentation: Break down your data into identifiable customer segments based on a variety of factors such as purchase history, demographics, interaction history, etc. This will help in delivering a more personalized experience to every customer segment, right from personalized emails to tailor-made product recommendations.
Create a Workflow: Now, based on the customer segments, create and automate personalized workflows. These workflows can be set to trigger based on specific interactions or customer behavior. For example, a purchase from a specific product category can trigger a personalized email recommending similar products.
Standardizing Personalization: Store Standard Operating Procedures (SOP) on a Page. SOPs can provide your team with guidelines on how to interpret and use the data for customer personalization, ensuring consistency and efficiency in the process.
Refine and Repeat: Over time, utilize Process AI to identify patterns and refine your workflows and personalization strategies. AI can provide data-driven insights to enhance your customer interactions continuously.

Benefits for Customers

Increased Engagement: Personalized communication based on data insights engages customers better, leading to longer website visits and a higher probability of conversion.
Improved Customer Loyalty: When customers receive personalized service, they feel valued, which fosters a deeper connection with your brand, leading to greater loyalty.
Better Conversion Rates: By presenting customers with tailor-made product recommendations based on their behavior and likes, you considerably increase the chances of conversion.
Efficient Processes: Automated workflows not only streamline the process of personalization but also reduce manual efforts and the chances of errors.
Continuous Improvement: Using AI for refining your strategies ensures you're continuously improving and staying ahead in the game of customer satisfaction.

Proactive Problem Solving

Leverage customer feedback data to identify and address recurring issues.

Problem

Identifying and addressing recurring issues before they affect customer satisfaction is a common challenge for our customers.

Process Street Solution

With Process Street's customer feedback data sets, customers can proactively identify recurring problems and implement solutions, improving the overall customer experience.

5-Step Process for Problem Solving with Process Street

Integrate Customer Feedback Sources: Begin by integrating different sources of customer feedback into Forms or Workflow runs in Process Street. This could include customer support tickets, social media comments, or online reviews. By aggregating this information, you create a centralized data set of customer insights.
Categorize Feedback: With the data set created, the next step is to categorize feedback based on common themes, challenges, or product/service areas. Process Street's AI-powered features can help in automating this task, allowing for accurate and efficient categorization.
Identify Patterns: Leveraging Process Street's powerful analytic capabilities, dive into the categorized data to identify recurring themes or issues. This could be a feature that regularly confuses customers, a regular supply chain issue, or a recurring bug.
Create Problem-Solving Workflows: For each recurring problem identified, create a detailed workflow using Process Street. This actionable step-by-step guide allows teams to handle identified issues efficiently and consistently - preventing potential disruption to customer experience.
Revise and Refine: Regularly revisit and revise your workflows based on new data or feedback. This helps keep your approach to problem-solving adaptive and effective.

Benefits for Customers

Proactive Problem Solving: With predictive analytics, Process Street's Data Sets help businesses anticipate common problems and act on them before they escalate, thus improving overall customer experience.
Improved Efficiency: By identifying recurring challenges and addressing them through automated workflows, teams can save time, cut costs, and work more efficiently.
Increased Consistency: With thorough workflows, teams can handle identified recurring issues the same way every time, delivering consistent results and improving reliability in problem resolution.
Boosted Productivity: With the automation of repetitive tasks that Process Street offers, employees can concentrate on more meaningful tasks, boosting overall productivity.
Informed Decision-Making: By providing a centralized repository of customer feedback data, Process Street empowers teams with actionable insights that can inform strategic decision-making and improvements.

Customer Churn Prediction and Prevention

Anticipating customer behavior to retain and grow your customer base.

Problem

Identifying at-risk customers and initiating preventative measures manually can be time-consuming and often too late, leading to customer churn.

Process Street Solution

Workflows automate the process of identifying at-risk customers and initiating preventative measures, leading to a reduction in customer churn and improved customer loyalty.

5-Step Process for Churn Prevention with Process Street

Churn Prevention Workflow Setup: Customer Success teams set up a churn prevention workflow in Process Street. This workflow can include steps like customer usage analysis, risk identification, creation of a preventive action plan, communication, and tracking results.
Customer Usage Analysis and Risk Identification: The Workflow integrates with your customer relationship management (CRM) system to monitor customer usage patterns. It uses pre-set criteria to automatically identify at-risk customers showing signs of decreased engagement or satisfaction.
Creation of Preventive Action Plan: Once at-risk customers are identified, Workflows helps in creating a personalized preventive action plan. This could involve addressing specific issues, providing additional support, or offering incentives to re-engage the customer.
Communication and Implementation of the Action Plan: Workflows automate communication with the at-risk customer, ensuring timely intervention. It also assists in the implementation of the action plan and ensures follow-ups.
Tracking Results and Continuous Improvement: The Workflow tracks the results of each preventive action, providing insights into what works well to reduce churn. This allows for continuous improvement in your churn prevention strategies.

Benefits for Customers

PProactivity: Workflows' ability to identify at-risk customers and initiate preventative measures proactively improves customer experience and can prevent dissatisfaction from escalating into churn.
Personalized Support: The preventive measures are personalized based on each customer's unique situation, which can make customers feel valued and understood.
Timeliness: By automating the churn prevention process, you can intervene with at-risk customers at the right time, potentially salvaging customer relationships before it's too late.
Improved Customer Loyalty: The proactive and personalized approach to churn prevention can lead to improved customer loyalty and increased customer lifetime value.
Insights for Improvement: Tracking the results of preventive measures provides valuable insights that can be used to continually improve your customer retention strategies.

Sales

Optimize Sales Pipeline

Leverage data sets to identify bottlenecks and improve sales conversions.

Problem

Our customers often struggle with pipeline bottlenecks that reduce sales conversion rates.

Process Street Solution

By utilizing Process Street's data sets, customers can identify these bottlenecks and implement strategies to improve their sales conversions.

5-Step Process for Sales Pipeline with Process Street

Identify the Problem: Use Process Street's data sets to delve into your sales data. Understand where conversion bottlenecks occur in your pipeline by examining at what stage potential customers drop out. Analyze your historical data to pinpoint recurring patterns causing these issues.
Create a Data Set: Set up a customized data set in Process Street. Incorporate all relevant fields that influence your sales conversions such as prospect source, contact frequency, engagement level, follow-up time and more. The aim here is to focus on factors that directly impact your conversion rate and are parts of the bottleneck problem.
Establish a Workflow: Using the data set, develop a tailored workflow for your team designed to address the identified bottlenecks. The workflow could include tasks for regular data monitoring & updates, efficient steps for follow-ups, and corrective and preventive actions.
Foster Collaboration: Share your newfound insights and workflow improvement strategies with your team. Encourage team-level collaborations by utilizing task comments and chat them through.
Measure Results: Continuously track and measure the efficiency of this new workflow. The effectiveness can be evaluated by improvements in sales conversion rates over time. Make necessary refinements based on data-driven insights.

Benefits for Customers

Error Minimization: Data sets reduce the chances of human error by automating tasks that are prone to mistakes, ensuring a smoother, more accurate pipeline.
Efficiency Boost: By identifying and addressing bottlenecks, your sales process becomes more streamlined, ultimately leading to improved team productivity and more efficient usage of resources.
Insightful Data-Driven Decisions: The use of data sets empowers you with the necessary data to make informed decisions regarding your sales process.
Organized Workflow: By creating a structured workflow, your team gets a clear picture of what needs to be done, reducing confusion and ensuring consistency in operations.
Enhanced Communication and Collaboration: Improved transparency, sharing of actionable insights, and collaboration results in more coordinated efforts for tackling pipeline bottlenecks. Process Street's operational enhancement leads to stronger team cohesion and effectiveness.

Improve Sales Forecasting

Use past sales data to predict future sales trends.

Problem

Many of our customers find it challenging to predict future sales trends due to a lack of comprehensive past sales data.

Process Street Solution

With Process Street's data sets, customers can analyze past sales data to make accurate forecasts and drive strategic decision-making.

5-Step Process for Sales Forecasting with Process Street

Data Gathering: Begin using Process Street by creating a Form for your sales team to record sales data. Each form submission will automatically be stored in a data set, ensuring a centralized hub of valuable sales data.
Data Centralization: By storing this sales data in Process Street's data sets, you'll have access to a consolidated & organized data repository. This makes it easy to have a snapshot view of your past and future sales forecasts.
Data Accessibility: Take advantage of the cross-functional feature in Process Street by pulling data from these Data Sets into your workflows, ensuring your whole team can use this data to enhance their tasks.
Data Integration: Process Street's integration capabilities allow you to connect your data sets to popular platforms such as Trello, Zapier, or your custom apps.
Data Analysis: With the use of Process AI, analyze your sales data to identify trends, predict future sales, and make strategic business decisions.

Benefits for Customers

Improved Decision-making: Using past data to inform future decisions can drastically improve the accuracy of your strategic planning and forecasting.
Efficient Data Management: With all of your relevant data in one place, your team can save time searching for data across different systems and focus on the tasks that really matter.
Cross-functional Operability: By enabling other workflows to pull data from your Data Sets, you can ensure consistent data usage across all departments.
Easily Integrable: Smoothly connect your data sets to other tools and systems your team uses, simplifying the work process and eliminating the need for manual transfers.
Advanced Analytics: With the use of Process AI, uncover deep insights, identify trends and forecast future sales with high accuracy. This can drive significant improvements in your business strategy, helping you stay agile in a competitive market.

Enhance Customer Profiling

Utilize customer data to personalize sales approach and improve conversion rates.

Problem

Personalizing sales approaches for better conversion rates is a common challenge for our customers due to limited customer data.

Process Street Solution

Using Process Street's customer data sets, customers can create detailed customer profiles, allowing for a personalized sales approach that improves conversion rates.

5-Step Process for Customer Profiling with Process Street

Data Collection: Begin by compiling existing customer data from various sources into Process Street's Data Sets. This could include data from your CRM, email marketing platforms, social media interactions, and website analytics.
Data Integration: Use integrations to connect your data sets with your existing operations and sales tools. These could range from CRM tools like Salesforce to communication apps like Slack.
Perform Customer Segmentation: Use the collected data to segment your customers based on shared attributes. This could be demographic information, buying behavior, or interaction history. This will allow for better-tailored marketing and sales efforts.
Personalized Sales Approach Design: Utilize your detailed customer profiles to design personalized sales approaches. This could mean crafting targeted sales pitches, designing personalized emails, or developing custom deals.
Monitor & Refine: Use Process Street's real-time updates and notifications to monitor the performance of your personalized sales approach. Refine strategies based on performance trends and customer feedback.

Benefits for Customers

Improved Sales Conversion Rates: Detailed customer profiles and personalized sales approaches lead to more meaningful engagements with customers, improving sales conversion rates.
Increased Efficiency: The automation of customer profiling eliminates manual tasks, increasing your team's efficiency.
Accurate Decision Making: By organizing and visualizing your customer data, you'll make more informed and accurate decisions that improve your sales outcomes.
Enhanced Customer Relationship: By understanding your customers better, you're able to provide personalized, relevant interactions which help build stronger, more meaningful relationships.
Competitive Advantage: Leveraging AI and data-driven customer profiling gives your business a distinct competitive advantage, setting you apart from businesses not using such refined processes.

Streamline Cross-selling and Up-selling

Analyze customer purchase data to identify upselling and cross-selling opportunities.

Problem

Identifying upselling and cross-selling opportunities can be difficult for our customers without detailed customer purchase data.

Process Street Solution

With Process Street's data sets, customers can analyze customer purchase data to identify potential upselling and cross-selling opportunities, maximizing their sales revenue.

5-Step Process for Cross-selling and Up-selling with Process Street

Creation of a Data Set: Start by creating a data set in Process Street. Import your purchase data into this data set. Make sure it includes necessary details - like customer names, purchase history, product preferences, frequency of purchases, etc.
Data Analysis and Categorization: Once the data set is generated, analyze it to segment your customers based on their purchase patterns. Orders, preferred items, frequency of purchase, and spent amounts can be parameters for this. Such segmentation is done in an easy, intuitive, and visual manner using our platform, which even non-tech-savvy users can master.
Identifying Opportunities: Use the analyzed data to detect upselling and cross-selling opportunities. Look for customers who might benefit from premium versions of a product they've bought or who have bought items that typically pair well with other items.
Design a Workflow: Create a workflow to manage the upsell/cross-sell process. Include steps like reaching out to the customer, presenting the upsell/cross-sell offer, handling objections, closing the deal, etc.
Automate with Process AI: Integrate Artificial Intelligence to automate parts of the workflow, like identifying suitable customers for an upsell or determining optimal times to reach out. Process AI can also assist in keeping track of the process and provides real-time updates.

Benefits for Customers

Maximized Profits: By identifying opportunities to cross-sell and upsell effectively, you maximize your profits and optimize your sales strategy.
Improved Efficiency: Automation means less time spent on repetitive tasks. This allows your team to focus on valuable tasks like building customer relationships.
Data-Driven Decisions: Our AI-driven analytics provide data-driven insight into your operations, helping you make better decisions.
Integrated: Process Street integrates with your existing tech stack, creating a smooth and seamless transition to a more finely-tuned sales operation.
Scalability: Whether you're a small business or a giant enterprise, Process Street scales to fit your workflow needs, making it a versatile solution to streamline your sales process.

Improve Pricing Strategy

Leverage market and competitive data to optimize pricing strategies.

Problem

Setting competitive yet profitable prices is often a struggle for our customers due to a lack of market and competitive data.

Process Street Solution

By using Process Street's data sets, customers can analyze market and competitive data to optimize their pricing strategies, ensuring profitability while remaining competitive.

5-Step Process for Pricing Strategy with Process Street

Data Collection: Begin by collecting comprehensive market and competitive data. This includes pricing details from your competitors, cost of goods sold (COGS), market trends, and customer preferences. With Forms, you can conduct surveys or collect data in an organized manner.
Database Creation: Use the integration between Forms and Data Sets to create a centralized repository for your gathered data that updates every time a form is completed.
Data Analysis: Analyze the data using Process Street's AI-powered analysis tools, drawing from data sets. Identify pricing strategies used by competitors, understand market trends, and determine your cost-profit balance.
Strategy Formulation: Based on the data analysis output, formulate your pricing strategy. Use the collaborative features of Process Street to create a workflow for approval from key stakeholders. Ensure all decisions are data-driven and offer your products at a price that's competitive yet profitable.
Strategy Execution: Once approved, implement the pricing strategy across all departments. Use Process Street's integration feature to connect your pricing strategy to other relevant workflows and processes, ensuring seamless execution.

Benefits for Customers

Data-driven Decisions: With comprehensive and organized data at your fingertips, your pricing decisions are better informed, reducing guesswork and increasing the likelihood of profitability.
Efficiency: Utilizing integrations, you can streamline the process of data collection, analysis, and strategy formulation, saving valuable time and resources.
Competitive Advantage: By staying updated on market trends and competitor pricing strategies, you gain a competitive advantage and can swiftly react to changes in your business environment.
Improved Collaboration: Process Street's collaborative features allow for seamless coordination and communication between departments, ensuring that all stakeholders are on the same page about pricing decisions.
Continuous Improvement: The use of Process Street allows for continuous monitoring and analysis of your pricing strategy, identifying areas of improvement, and enabling swift course corrections as needed.

Operations

Optimize Supply Chain

Leverage data sets for better forecasting and inventory management.

Problem

Our customers often struggle with overstocking or understocking issues due to inaccurate forecasting and inventory management.

Process Street Solution

Process Street's data sets enable customers to leverage historical and real-time data for better forecasting and inventory management, optimizing their supply chain operations.

5-Step Process for Supply Chain Management with Process Street

Collect Data: The first step in any data-driven process is collecting the data. With Process Street's data sets feature, you can capture and store all data relevant to your supply chain management, such as vendor information, data on products, orders, delivery times, and even customer feedback.
Analyze Data: Process Street's AI-powered platform analyzes the data for patterns and trends. This could involve identifying seasonal spikes in demand for certain items, linking slow delivery times to specific suppliers, or noting recurring customer complaints about a particular product.
Generate Forecast: Using this analyzed data, you can generate forecasts for your supply chain. These forecasts can be product-specific or more general, predicting overall demand based on patterns, trends, and potential market changes.
Optimize Inventory: Based on the data set analysis and forecasts, you can optimize your inventory management. You can create a process to ensure you're neither overstocking nor understocking your products, ensuring you meet customer demand while minimizing storage costs.
Automate and Improve: Lastly, use Process Street's automations and integrations to streamline your supply chain and inventory management processes further. Automate data collection and analysis, set up alerts for potential stockouts or overstock situations and continuously monitor data to refine and improve your supply chain operations.

Benefits for Customers

Enhanced Visibility: By continuously tracking and analyzing supply chain data, companies gain a detailed, data-driven view into their operations.
mproved Forecasting: With access to historical and real-time data, forecasting becomes more accurate, leading to better inventory management.
Reduced Costs: Accurate forecasting and efficient inventory management significantly reduce costs associated with excess stock and storage.
Better Decision-Making: Access to real-time, analyzed data supports quick, informed decision-making, helping managers address issues promptly and efficiently.
Scalability: An optimized, automated supply chain process is easier to scale as the business grows. This prepares the company to handle increased demand without a corresponding increase in operational complexities or costs.

Improve Quality Control

Utilize production data to identify and rectify quality issues.

Problem

Identifying and rectifying quality issues is a common challenge for our customers due to a lack of real-time production data.

Process Street Solution

By analyzing real-time production data using Process Street's data sets, customers can identify quality issues early and implement corrective actions promptly.

5-Step Process for Quality Control with Process Street

Identify Key Parameters: First, determine what quality metrics are most important to your business - these could include defect rates, production speed, etc.
Create a Customized Data Set: Using Data Sets compile all relevant quality-related data into a single, easy-to-analyze database. This might include production stats, feedback from quality assurance teams, and more.
Analyze your Data: With your Data Set compiled, it's time to dive in. Use the data to uncover trends, patterns, and potential weak areas in your production process.
Leverage AI for Predictive Insights: Harness the power of Process AI to obtain predictive insights. Process AI will learn over time to identify potential quality control issues before they even occur.
Implement Corrective actions: Identify areas for optimization based on your data analysis, and then implement necessary changes swiftly via collaborative workflows.

Benefits for Customers

Improved Quality of Goods/Services: By identifying and promptly addressing quality issues, businesses can improve their final products or services significantly.
Increased Efficiency: By leveraging AI and automation, businesses can identify issues more quickly than traditional methods, allowing for prompt corrective action.
Enhanced Visibility: The Data Sets feature makes it easy to visualize your operations, providing key insights into your production processes.
Predictive Maintenance: With AI predictive insights, businesses can preemptively identify and address issues, reducing the likelihood of production downtime.
Continual Improvement: The ability to continually analyze and refine processes means that businesses using this solution are constantly improving, outpacing their competition, and delivering optimal results.

Enhance Operational Efficiency

Analyze process data to identify inefficiencies and optimize workflows.

Problem

Many of our customers find it difficult to identify inefficiencies in their workflows due to a lack of process data.

Process Street Solution

Process Street's data sets allow customers to analyze process data, identify inefficiencies, and optimize their workflows for better operational efficiency.

5-Step Process for Operational Efficiency with Process Street

Identify workflows & Gather Data: Start by identifying key business workflows and processes that you want to optimize. Once identified, gather existing data from your business processes and load it into a data set.
Analyse Workflow Data: Using Data Sets, gain clear insights into your workflows with detailed data analysis. Identify bottlenecks, inefficiencies, and measure the impact these have on your overall operation.
Pinpoint Inefficiencies: Review your analysis to pinpoint areas of inefficiencies within your workflows. Process Street makes it easy to see where improvements can be made.
Refine your Workflows: Once you've identified the inefficiencies, refine your workflows directly in Process Street. Address inefficiencies by redesigning workflow steps, automating repetitive tasks, and better aligning tasks with the appropriate team members.
Optimize & Repeat: Optimize your workflows and processes by using the insights derived from your data analysis. Since process improvement is a continuous cycle, revisit your data regularly and adjust your workflows as needed for maximum efficiency.

Benefits for Customers

Greater Operational Efficiency: Data-driven insights help identify and eliminate bottlenecks, leading to smoother, more efficient workflows.
Reduced Errors: With clear visibility into process data, you can pinpoint where errors frequently occur and work to eliminate them, resulting in improved quality of work.
Time Savings: By identifying and automating repetitive tasks, your team can save time and focus on higher-value tasks.
Informed Decision Making: With access to process data, managers can make better, more informed decisions which contributes to overall business growth.
Continuous Improvement: With ongoing access to process data, you can continuously refine and improve your operations, leading to constant advancement and long-term success.

Improve Risk Management

Use data sets to identify potential operational risks and devise mitigation strategies.

Problem

Identifying potential operational risks and devising mitigation strategies is a constant challenge for our customers.

Process Street Solution

With Process Street's data sets, customers can identify patterns and anomalies that signal potential risks, enabling them to devise effective risk mitigation strategies.

5-Step Process for Risk Management with Process Street

Data Collection: The first step is to collect all the relevant risk-related data you have. This could range from historical data of incidences to external market data impacting your core operations. Import this data into a data set.
Risk Identification: Now that you have all your data in one place you can analyze and identify patterns and anomalous data signals that suggest potential operational risks. This could be frequent bottlenecks in your workflows, increased delays in process completion, or a sudden increase in customer complaints about a specific product or service.
Risk Prioritization: Use data sets to prioritize the identified risks. It's usually not feasible to mitigate all risks at once, hence prioritize based on the severity of possible impacts. You can rank risks based on their potential impact on business operations thereby ensuring you focus on the most substantial risks first.
Mitigation Strategy Formulation: Craft sophisticated risk mitigation strategies through workflows and SOPs (created in Pages) utilizing data sets insights. For each high-impact risk, create a workflow that details all the steps necessary to reduce the risk or minimize its effects. This can also involve planning proactive measures to prevent risks from recurring in the future.
Implementation and Monitoring: Once your strategies are in place, it's time to execute. Use a workflow to automatically assign tasks, track their completion, and report their effects. Continually update and monitor the data set to assess the effectiveness of your strategies and refine your approach as needed.

Benefits for Customers

Improved Operational Stability: By identifying and mitigating risks proactively, you can avoid operational disruptions and maintain the flow of operations, leading to better business continuity.
Increased Efficiency: Devising strategies to manage key risks means that less time is wasted dealing with unexpected crises. This improves the overall productivity and efficiency of teams.
Reduced Costs: Proactive risk management detects potential problems before they become critical, thereby saving the high costs associated with firefighting and damage control scenarios.
Enhanced Team Collaboration: Utilizing data sets, workflows and automation features enhances team collaboration as it simplifies coordinated risk response and promotes transparency.
Data-driven Decision-making: The use of data sets enables you to make decisions based on facts, not feelings or intuitions, leading to more effective risk management strategies and a stronger business position.

Enhance Sustainability

Leverage data to track and improve environmental performance.

Problem

Tracking and improving environmental performance is often a complex task for our customers.

Process Street Solution

By leveraging Process Street's data sets, customers can track environmental metrics, helping them identify areas for improvement and enhancing their sustainability efforts.

5-Step Process for Sustainability with Process Street

Identify Key Metrics: Before you can apply any solution, you need to know what problem you're trying to solve. In this case, understanding how your environmental performance is currently measured is crucial. Once you've identified these key metrics, you can add them to Process Street's data sets.
Automate Data Collection: With Process Street, you can automate the complex task of collecting environmental performance data. Simply integrate your existing systems or forms with Process Street, and watch the data stream into your dedicated data sets.
Configure Your Workflow: Use Process Street's powerful workflow capabilities to manage and streamline how your environmental data is processed. You can set specific rules for how this data should be handled, routed, and reviewed, reducing the risk of manual errors and inconsistencies.
Refine Your Processes: As you gather more data on your environmental performance, Process AI can identify trends and areas for improvement. Use these insights to iterate on your workflows, prioritizing the most impactful environmental metrics.
Monitor, Improve, Repeat: With continuous improvements being made, it's important to keep monitoring your data sets for any emerging trends or patterns. Process Street's robust tracking and reporting features make this a breeze.

Benefits for Customers

Efficiency: Automate the manual, time-consuming process of tracking environmental metrics.
Accuracy: Reduce the risk of manual errors in data collection and processing.
Insights: Discover trends and metrics to focus on.
Scalability: Easily increase the size and complexity of your data sets as your business grows, without worrying about technical mishaps.
Sustainability: Improve environmental performance through data-driven decision-making, enhancing your brand and increasing profit margins in the long run.

Enhance System Performance

Leverage data sets to identify system bottlenecks and improve efficiency.

Problem

Many of our customers struggle with system performance issues that slow down operations and reduce productivity.

Process Street Solution

With Process Street's data sets, customers can analyze system data to identify bottlenecks, enabling them to improve system efficiency and overall productivity.

5-Step Process for System Performance with Process Street

Initiate and Define Data Collection: Begin by deciding on a set of parameters that you wish to monitor within your IT system. These could be things like server response time, network utilization percentage, and so on.
Configure Forms and Workflows: Use forms and workflows to automate data collection for the defined parameters. This step involves integrating the necessary automation and ensuring the desired data is consistently captured.
Centralize the Data: Set up an automation to pass the data collected into a data set. Here is where your raw data transforms into a powerful repository ready for analysis.
Analyze and Identify Bottlenecks: Dive into the data sets and start looking for patterns. You can identify the bottlenecks that are causing performance issues in your IT system.
Develop and Implement Enhancement Strategies: With the bottlenecks identified, you can begin developing strategies to alleviate these issues. Execute these enhancements via workflows, ensuring consistent application across your organization.

Benefits for Customers

Enhanced Transparency: By engaging Process Street's Data Sets, you gain a holistic, real-time view of your IT system's performance.
Increased Efficiency: Identifying and addressing system bottlenecks leads to improved performance and effectiveness, ultimately boosting your team's productivity.
Improved Decision-Making: Comprehensive data analysis provides insights that serve as a basis for informed decision-making.
Simplified Compliance: Clear and complete documentation in Process Street makes compliance with various IT standards and protocols much simpler.
Continuous Improvement: Using the iterative approach of data collection, analysis, and action means your system's performance is continually monitored and enhanced. This approach fosters a culture of continuous improvement within your organization.

Improve Cybersecurity

Utilize network data to identify vulnerabilities and enhance security measures.

Problem

Our customers frequently face difficulties in identifying and addressing network vulnerabilities due to a lack of comprehensive network data.

Process Street Solution

By utilizing Process Street's network data sets, customers can identify vulnerabilities and implement enhanced security measures, improving their overall cybersecurity posture.

5-Step Process for Cybersecurity with Process Street

Intelligence Gathering: Start by collecting all the relevant network data. Using Forms, information from individuals or organizations can be smoothly gathered and then added automatically as new records in Data Sets.
Centralize and Standardize Network Data: The accumulated data is centralized into a comprehensive Data Set. This brings all your relevant network data to one place, making it easily accessible for evaluation and analysis.
Data Analysis: Next, use Process AI to analyze this data. Through this advanced AI, you can identify patterns, discover anomalies, and recognize potential vulnerabilities in your network.
Vulnerability Report & Action Plan: After identifying potential weaknesses, create a vulnerability report using Pages. Formulate an action plan to address the vulnerabilities, drawing on team knowledge stored within Pages.
Automate and Iterate: Finally, the strategy should be automated using Automations and Integrations. Constantly update the process with new data and iterate for ongoing improvement.

Benefits for Customers

Enhanced Security: By identifying and addressing vulnerabilities proactively, your overall network security increases.
Boosted Efficiency: Centralizing and automating data analysis significantly maximizes both the pace and the efficiency of your response to potential threats.
Informed Decision-Making: Having access to comprehensive, centralized data enables more accurate and informed decision-making, reducing response times.
Continuous Improvement: The use of AI and automation in refining processes not only ensures that you're always a step ahead but also leads to continuous improvement in your workflows.
Cost-Effective: By automating data gathering and analysis, businesses can significantly reduce the time and resources spent on these tasks, resulting in notable cost-saving.

Optimize Resource Allocation

Analyze usage data to better allocate IT resources and budget.

Problem

Accurate allocation of IT resources and budgeting based on usage is a common challenge for our customers due to a lack of detailed usage data.

Process Street Solution

Process Street's data sets enable customers to analyze usage data for different IT resources, helping them better allocate resources and budgets, reducing waste, and improving cost efficiency.

5-Step Process for Resource Allocation with Process Street

Data Collection: Data sets ensure all the usage data for your IT resources is stored in a centralized repository. This action provides you with the convenience of maintaining and accessing data that's needed for resource allocation decision-making.
Data Analysis: With our AI-powered tools, you can sift through each element of the collected data to ensure an in-depth analysis. This helps in deriving valuable insights about the usage patterns of your IT resources.
Predictive Analysis: The artificial intelligence in Process Street helps make predictions about future resource requirements based on past and present usage data. This facilitates better planning and allocation of IT resources.
Intelligent Allocation: Based on the analyzed and predicted data, our software makes intelligent recommendations about resource allocation. It allows you to optimize your resources and cut down on wastage.
Continuous Monitoring: Post allocation, the system continues to monitor resource usage data. It reassesses and readjusts the allocations as required, ensuring sustained efficiency in your resource management.

Benefits for Customers

Increased Efficiency: By providing insights into your usage data, you can make resource allocation more targeted, enhancing the overall efficiency of your organization.
Cost Savings: Intelligent allocation recommendations lead to lesser chances of resource wastage, thus reducing unnecessary costs and proving beneficial for your IT budget.
Improved Planning: With the predictive analysis in place, your IT resource planning becomes data-driven and more accurate, preparing you well for future demands.
Greater Control: Having all your usage data in one place, with continuous monitoring in place, ensures you have greater control over your resources.
Reach Peak Performance: Finally, with these elements well-managed, your IT department can function at its peak, as Process Street's AI-powered solution systematically eliminates inefficiencies and supports continuous improvement.

Streamline IT Support

Use ticket data to improve resolution times and user satisfaction.

Problem

Many of our customers find it challenging to reduce resolution times and improve user satisfaction due to a lack of insights from support ticket data.

Process Street Solution

With Process Street's data sets, customers can analyze ticket data to identify common issues and improve their support processes, reducing resolution times and increasing user satisfaction.

5-Step Process for IT Support with Process Street

Documentation of IT Support Process: Map out your existing IT support process in Process Street via workflows. This involves documenting each task, subtask, and the actions required to complete each one.
Integration of Support Ticket System: Connect your existing support ticket system to Process Street through automations and integrations. This will automatically pull all support ticket data into Process Street.
Creation of Data Sets: Use Data Sets to aggregate and analyze your support ticket data. This centralized data repository makes it easy to view trends, identify common issues, and pinpoint areas for improvement.
Refinement of Processes: Leverage the insights from your data sets to refine your IT support process. This might involve updating task instructions or adjusting task workflows for greater efficiency.
Continual Monitoring and Review: Keep track of your process performance by continually reviewing your data sets. This allows for ongoing optimization and ensures maximum user satisfaction.

Benefits for Customers

Improved Resolution Times: By identifying trends and bottlenecks in your support process, you can implement strategies to expedite issue resolution.
Enhanced User Satisfaction: An efficient and responsive IT support process materially increases user satisfaction levels.
Data-Driven Decision-Making: Your support process strategies will not be based on mere guesswork. Instead, they'll be powered by tangible data making them more effective and achievable.
Increased IT Support Team Efficiency: Automated data collection ensures your IT support team spends less time on manual data entry and more time resolving tickets.
Transparent Process Performance: Continual monitoring of your data sets provides valuable insights into process performance over time, enabling you to measure the success of your optimization efforts.

Enhance Change Management

Leverage system and user data to better manage IT changes and reduce disruption.

Problem

Our customers often struggle to manage IT changes smoothly, leading to disruptions and system downtime.

Process Street Solution

By leveraging system and user data from Process Street's data sets, customers can better plan and manage IT changes, minimizing disruption and improving overall system stability.

5-Step Process for Change Management with Process Street

Data Collection: Use Forms in Process Street to collect relevant system and user data. Whether it's information related to hardware specs, software versions, user behavior, or incident reports, gather everything you need in one place.
Data Centralization: Set up an automation to create records for each form completed in a data set. By having a centralized repository for this information, you'll allow data to be readily accessible for further analysis.
Data Analysis: Use Process Street's Process AI to evaluate the consolidated data. By uncovering patterns or trends, you'll obtain meaningful, actionable insights to better manage IT changes.
Change Planning: Utilize these insights to plan for IT changes. Identify potential risks and outcomes, and design an improved change management strategy to avoid system downtime.
Change Execution: Implement the new strategies in your workflows. Continually update your data sets with real-time system and user data for ongoing enhancements.

Benefits for Customers

Reduced Disruptions: By having a more informed view of system and user data, you can plan changes better, resulting in fewer disruptions and system downtimes.
Improved System Stability: With deeper insights, you can maintain the stability of your IT systems even during changes, enhancing overall productivity.
Efficient Resource Utilization: By identifying potential risks and bottlenecks, you can direct your resources more effectively, saving time and money.
Better Change Strategy: Having clear, factual data at your disposal enables you to design better change management strategies, improving the success rate of these changes.
Continuous Improvement: With real-time updates, you can continually refine your strategies and workflows, supporting a culture of continuous improvement in your organization. This, in turn, promotes operational efficiency and growth.

Finance

Improve Financial Forecasting

Leverage historical data sets to predict future financial trends.

Problem

Many of our customers struggle with accurate financial forecasting due to a lack of detailed historical data.

Process Street Solution

With Process Street's data sets, customers can analyze historical financial data, enabling them to predict future financial trends and make informed strategic decisions.

5-Step Process for Financial Forecasting with Process Street

Data Collection: First, start by gathering all your financial data. Input the historical financial numbers into a data set. This could include metrics like revenue, net profit, expenses, cash flow, and other financial indicators that your business tracks over time.
Data Organization: Organize your data by categories and timelines so it can easily be analyzed. Group your data sets by the type of financial data they represent for easy reference and analysis.
Data Analysis: Dive into the data sets, and identify patterns, trends, or anomalies. Compare different points in time or different categories of financial data against each other to gain a deeper understanding of your financial position.
Financial Forecasting: Based on the insights derived from your data analysis, make predictions about future financial trends. Identify potential threats or opportunities your business might encounter based on historical data.
Strategic Decision-Making: Use your financial forecasts to guide strategic decision-making. Your decisions can be informed by an insightful combination of past trends and future predictions, giving you a powerful tool for strategic planning.

Benefits for Customers

Accurate Financial Forecasting: The analysis of historical data sets can lead to more accurate financial forecasting. This can help customers make data-driven decisions that boost financial performance.
Efficient Data Management: Data Sets simplify tracking and maintaining vast amounts of data. It helps customers save time and effort, and focus more on core business operations.
Data-driven Insights: It allows customers to derive valuable insights from their financial data that would have otherwise remained unutilized or unnoticed.
Risk Reduction: By identifying potential threats or opportunities, customers can mitigate risks that could have a significant impact on their financial health.
Improved Strategic Planning: Data-empowered decision-making can lead to a stronger strategic planning process, setting the stage for more predictable and improved business growth.

Optimize Budget Allocation

Utilize expenditure data to enhance budget allocation across departments.

Problem

Our customers often find it difficult to allocate budgets effectively across departments due to a lack of comprehensive expenditure data.

Process Street Solution

By using Process Street's expenditure data sets, customers can identify spending patterns and optimize budget allocation to maximize value and operational efficiency.

5-Step Process for Budget Allocation with Process Street

Collect and centralize: Use Process Street's forms to collect departmental expenditure data. This allows a comprehensive collection of data from department heads and stakeholders. The information is then stored in a secure, centralized data set, eliminating the need for scattered spreadsheets or documents.
Categorize and Analyze: Leverage workflows to clean, structure, and categorize collected data. This procedure can automatically segregate data into predefined categories - such as salaries, overhead costs, marketing expenses, etc. - thereby simplifying the analysis phase.
Identify patterns: With the help of Process AI, examine the data for expenditure trends and patterns. Process AI's machine learning algorithms can detect not only overall spending trends but also more nuanced aspects including recurring purchases or spike periods in departmental spending.
Optimize allocation: Based on the identified patterns, adjust budget allocations with the goal of maximizing operational efficiency and value. Workflow automation can assist in modeling various allocation scenarios and determining the optimal budget distribution.
Review and Refine: On a periodic basis, review the accuracy of the data set and the efficiency of the budget allocation. Using insights provided by Process AI, continuously refine the process for better cost saving and operations.

Benefits for Customers

Data centralization: By making data accessible from a single platform, Process Street eliminates the hassle of managing scattered data sources, thereby reducing the risk of data duplication or loss.
In-depth insights: By using AI to identify spending patterns, users can gain a comprehensive understanding of departmental spending, enabling them to make well-informed allocation decisions.
Automation of repetitive tasks: Process Street can automate routine data collection, categorization, and analysis tasks, freeing up time for strategy implementation and other value-adding activities.
Increase in Operational Efficiency: Optimized budget allocation, facilitated by data-driven insights, can lead to improved operational efficiency and considerable cost savings.
Continuous Improvement: With the ability to periodically review and adjust processes and budget allocations, companies can ensure that their financial strategies remain dynamic, relevant, and geared towards maximizing value.

Enhance Profitability Analysis

Analyze revenue and cost data to identify areas for profitability improvement.

Problem

Our customers frequently face challenges in identifying areas for profitability improvement due to a lack of detailed revenue and cost data.

Process Street Solution

Process Street's data sets enable customers to analyze revenue and cost data, identifying profitable and unprofitable areas, allowing them to strategically allocate resources and improve overall profitability.

5-Step Process for Profitability Analysis with Process Street

Collect Revenue and Cost Data: The first step is to leverage Process Street's Forms to gather detailed revenue and cost data from relevant personnel across your organization.
Centralize Collected Data: Automatically pass the collected data into a Data Set via automation. You can structure the data to best suit your needs, creating a robust and centralized repository to be accessed later.
Analyze Data within Process Street: Leverage intelligent Workflows to systematically analyze this data, identifying both profitable and unprofitable areas.
Utilize AI-Powered Insights: Process AI can help identify patterns within your data, providing valuable insights for improved decision-making.
Implement Changes for Profitability Improvement: Create a new workflow or utilize an existing one to implement changes based on insights gathered from the previous steps. Monitor these changes in real time and refine them as needed for maximum profitability improvement.

Benefits for Customers

Centralized Data Management: By using Process Street's Data Sets, you create a single source of truth for your key financial data, reducing the chance of report discrepancies and missed opportunities for optimization.
Enhanced Decision-Making: Process AI provides crucial insights from your collected data, helping you make fact-based, strategic decisions.
Reduced Manual Work: Utilizing our workflows for data analysis reduces the manual work associated with profitability analysis, freeing up time for your teams to focus on implementation.
Continuous Improvement: Our easy-to-use platform allows the process to be continually refined and improved for more accurate and efficient profitability analysis.
Increased Profitability: Obviously, the most significant benefit of all. By identifying areas of profit and loss within your business, you can strategically allocate resources for maximum profit generation.

Streamline Auditing

Use financial transaction data to automate and improve audit processes.

Problem

Auditing is often a time-consuming and error-prone process for our customers due to a lack of consolidated financial transaction data.

Process Street Solution

With Process Street's data sets, you can automate and streamline their auditing processes, reducing errors, saving time, and improving audit reliability.

5-Step Process for Auditing with Process Street

Data Accumulation: Collect and accumulate all your customer data into Data Sets. This could include info like customer profiles, historical transactions, past interactions, and support cases.
Form Creation: Use Forms to create customer support request forms.
Workflow Design: Create a workflow for managing and resolving customer support requests. Assign tasks to the support team.
Automation and Integration: Leverage integrations to connect the customer support request forms to the workflows. Automate assignment of tasks and trigger notifications to relevant team members based on form responses.
Process AI Integration: Use Process AI to analyze historical customer support data, identify patterns, and continually refine and optimize your customer support process based on actual data.

Benefits for Customers

Efficient Customer Support: With processes streamlined and automated, customer support becomes faster and more efficient.
Improved Customer Experience: Reduced turnaround times and accurate customer data usage, leads to better customer experience.
Error Reduction: With data stored centrally and processes standardized, manual errors are drastically reduced.
Time-Saving: Automations save a lot of time, previously wasted on manual data entry and process management.
Continuous Improvement: Process AI's analysis and optimization ensure that your customer support process keeps improving over time. This means your customers receive better service with each interaction.

Improve Compliance

Leverage data sets to ensure adherence to financial regulations and standards.

Problem

Ensuring adherence to financial regulations and standards is a common challenge for our customers due to a lack of relevant data.

Process Street Solution

By leveraging Process Street's data sets, customers can track and ensure compliance with financial regulations and standards, reducing the risk of penalties and maintaining a strong reputation.

5-Step Process for Payroll Management with Process Street

Identify the key requirements: Understand the vital information that needs to be tracked for your financial compliance needs.
Consolidate your data: Centralize your data by pulling it together from various sources into Process Street's data sets. This provides a single source of truth that's accessible across multiple processes.
Configuring data sets: Set up your data sets according to compliance regulations that your organization needs to follow.
Implement and automate: Connect your data sets with your forms and workflows. This allows for automated tracking and managing of data to ensure adherence to regulations.
Monitor and refine: Regularly review and update your data sets to respond to changes in the regulations, and iteratively refine your process.

Benefits for Customers

Increased Reliability: By having a centralized repository of data, the risk of errors is reduced, leading to consistent and trustworthy reports that align with compliance regulations.
Reduction in Compliance Risks: Automated tracking of data pertaining to financial regulations minimizes the chances of overlooked elements, mitigating potential legal complications and the associated costs.
Improved Efficiency: A streamlined process of data management reduces the manual labor involved and speeds up validation, improving the organization's overall efficiency.
Time Savings: By automating and integrating data sets with workflows, teams can focus more on strategic tasks, as the time-consuming manual tracking is eliminated.
Enhanced Decision Making: With real-time and accurate data, managers can make more informed decisions to optimize operations and processes, ultimately leading to improved performance and increased profitability.

Procurement

Optimize Vendor Selection

Leverage vendor performance data to improve vendor selection processes.

Problem

Our customers often struggle with vendor selection due to a lack of comprehensive vendor performance data.

Process Street Solution

With Process Street's data sets, customers can analyze vendor performance data, enabling them to improve their vendor selection processes and make more informed decisions.

5-Step Process for Vendor Selection with Process Street

Collect Vendor Performance Data: Using Forms, initiate a data collection process where necessary vendor performance metrics are outlined. These could include factors like the quality of goods or services, delivery time, customer service, cost, and more.
Populate Data Sets: Automatically update your data set with data from completed forms gathered over time. The more data you input, the richer the analyses will be.
Analyze The Vendor Performance Data: Take advantage of Process Street's AI capabilities to process the data collected. This allows for a more accurate analysis of patterns and trends, contributing to better-informed decision-making.
Refine Your Vendor Selection Criteria: Based on the analyzed data, identify the strengths and weaknesses of each vendor and adjust your vendor selection criteria accordingly. Highlight the top performers for future reference.
Implement an Improved Vendor Selection Process: Translate the insight gained from data analysis into actionable changes in your vendor selection process. This could involve prioritizing certain performance metrics over others, fine-tuning your vendor shortlists, or tweaking your negotiation strategies.

Benefits for Customers

High-quality Decision-making: By providing analytical feedback on vendor performance, data sets offer you the information needed to make more informed decisions, improving the overall quality of your vendor selection.
Increased Efficiency: Automating the collection and analysis of vendor performance data saves considerable time and effort, allowing you to focus more on other important aspects of your business.
Enhanced Vendor Relationships: By understanding the specific strengths and weaknesses of your vendors, your communications with them can be more targeted and productive - leading to improved relationships.
Ongoing Optimization: By maintaining and regularly updating your data sets, you can continuously refine your vendor selection process as vendor performance changes over time.
Cost and Time Savings: Making more informed vendor selection decisions can reduce the incidence of engaging low-performing vendors, saving you both time and money in the long run.

Streamline Order Management

Use data sets to automate and improve order management processes.

Problem

Order management is often a complex and time-consuming process for our customers due to a lack of consolidated order data.

Process Street Solution

With Process Street's data sets, customers can automate and streamline their order management processes, improving efficiency and reducing order cycle times.

5-Step Process for Order Management with Process Street

Data Collation: Unify your scattered order data into Process Street's data sets. This could include order details, customer information, timelines, pricing information, etc.
Workflow Design: Design a standard order management workflow that will include steps for processing orders, checking availability, invoicing, dispatch, and delivery.
Automate Actions: Identify and automate repetitive tasks such as order confirmation, inventory checks, and delivery notifications.
Seamless Integration: Integrate the order data set with your other internal and external systems like inventory management, CRM, and third-party logistics.
Monitor and Optimize: With all order data accessible in centralized data sets, you can closely monitor the process and look for areas to optimize for increased performance.

Benefits for Customers

Efficiency: By automating repetitive tasks, your process becomes more streamlined, reducing order cycle times and increasing overall efficiency.
Accuracy: All order data is kept in a centralized location, eliminating the risk of lost or incorrect information, thereby improving data accuracy.
Visibility: With all order data collated, management can easily view the status of all orders, supporting better decision-making and customer service.
Flexibility: With data sets, you can easily modify your order management workflow as business needs change, making the process highly adaptable.
Scalability: As your business grows, the data sets can handle increasing amounts of data, meaning your order management process will effortlessly scale to meet your expanding needs.

Improve Spend Analysis

Leverage procurement data to identify cost savings and efficiency opportunities.

Problem

Identifying cost savings and efficiency opportunities is a common challenge for our customers due to a lack of detailed procurement data.

Process Street Solution

By leveraging Process Street's procurement data sets, customers can analyze spending patterns and identify opportunities for cost savings and efficiency improvements.

5-Step Process for Spend Analysis with Process Street

Centralize Procurement Data: The first step to improving spend analysis is to centralize all your procurement data. Whether it's vendor contracts, purchase orders, or product catalogs, you can use Data Sets in Process Street to store all this essential data in one accessible location.
Establish Clear Metrics: To efficiently identify cost savings, you need to establish clear metrics. This can be average purchase value, frequency of orders, and cost comparisons between different vendors. You can use Process Street's workflows to define these metrics and make them consistent across all your procurement processes.
Create Analytical Workflows: With Process Street's Workflow functionality, you can create processes that pull in the necessary data from your Data Sets. With the power of AI, these workflows enable data examination in an insightful and structured manner, giving you better visibility into your spending patterns.
Automate Spend Analysis: Take advantage of Process Street's automation capabilities. Set up automated workflows that routinely perform spend analysis. Incorporate alerts or notifications when certain thresholds are exceeded or savings opportunities are discovered.
Iterate and Improve: Continuous improvement is the key to enhanced cost savings and efficiency opportunities. With Process Street's AI-powered capabilities, you can learn from your data over time and continually refine your process for maximum results.

Benefits for Customers

Improved Efficiency: Centralizing and automating procurement data allows your team to spend less time managing data and more time analyzing it. This leads to improved operational efficiency.
Cost Savings: Through detailed spend analysis, you'll be better equipped to identify potential areas for cost savings. These might emerge from vendor negotiations, bulk purchase benefits, or hidden inefficiencies.
Enhanced Decision-Making: Having all procurement data readily accessible and easy to analyze enables you to make better-informed, data-driven strategic decisions.
Streamlined Processes: Armed with Process Street's Workflows, your procurement process becomes more streamlined leading to faster, more efficient procurement cycles.
Continuous Improvement: Leveraging Process Street's integrated AI capabilities, you can continually refine and optimize your spend analysis techniques based on learned patterns from your data. This results in a superior Procurement process over time.

Enhance Supplier Relationship Management

Utilize supplier data to improve communication and collaboration with suppliers.

Problem

Our customers often struggle with supplier communication and collaboration due to a lack of comprehensive supplier data.

Process Street Solution

By using Process Street's supplier data sets, customers can improve their understanding of supplier performance and needs, enhancing communication, collaboration, and overall supplier relationship management.

5-Step Process for Supplier Relationship Management with Process Street

Collect Supplier Data: Begin by gathering key information about each supplier, including contact information, product or service details, terms of contracts, delivery timelines, and performance metrics. Enter this information into workflow runs or Forms.
Organize in Data Sets: Automatically save this data into your data set when a form or a workflow run is completed. This method allows for easy referencing of all supplier information from any workflow or form within Process Street.
Design Supplier Management Workflows: Create consistent workflows for interacting with suppliers. Embed elements of your supplier data set directly into your workflows. As a result, every step of interaction - from acquisition, onboarding, managing, and monitoring performance, to off-boarding - becomes standardized and data-driven.
Automate Communication: Leverage Automations and Integrations to connect your supplier management workflows with your communication tools. Automate messages to suppliers based on specific triggers such as contract renewals, delivery dates, or performance evaluations.
Refine Processes with AI: Process AI can analyze your supplier management workflows, offering insights for improvement based on learned patterns from your supplier data sets. Automate the refinement process to ensure your supplier relationships remain optimized over time.

Benefits for Customers

Improved Supplier Communication: Clear, consistent communication is enabled when all relevant supplier information is easy to reference.
Enhanced Collaboration: By standardizing and automating supplier interactions, collaboration becomes easier and more efficient.
Efficiency & Consistency: Centralized and easy-to-access data ensures every member of your team is on the same page, leading to more consistent and efficient processes.
Informed Decision-making: Using Data Sets, managers can have access to real-time, data-driven insights that help in making informed decisions about supplier relationships.
Continuous Improvement: By leveraging AI, you can continuously optimize your supplier management workflows based on actual data and performance, ensuring your business stays agile and competitive.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results

Linda White

Head of Technology Services, Colliers

Watch case study

“A huge win. Delivers cross
functional team collaboration.”

Alex Hauer

Senior Success Consultant, Salesforce

Read case study

"It was the right choice for us. It helped our team move quicker"

Chelsea Lynch

Manager of CS operations, Bentobox

Watch case study

An industry-leading solution

Always here to help

Get the assistance you need with our professional support team

5 minutes

average response time

98% customer rating

average rating

Generate a custom workflow in seconds using AI

Generate with AI

Frequently asked questions

Can't find the answer you need? Contact our support team.

What are Data Sets?

What kind of data can I store in data sets?

How can Data Sets benefit my business?

Are Data Sets secure?

Can Data Sets integrate with other tools?

Get started easily

Get started with Data Sets and discover how to connect them to your workflows and set up automations to streamline
the flow of your data. Join us on a live demo or get stuck right in. However you want to get started, we've got you covered!