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Workflows
An all-in-one solution for automating, tracking, and optimizing your business processes.
Trusted by more than 3000 companies
Trusted by more than 3000 companies
Supercharge your processes with
powerful workflow features & integrations
Conditional logic
Workflows respond dynamically to specific criteria, so that your team can focus on what truly matters.
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Role assignments
Ensure that all work is completed, even if your team's availability changes.
Get startedIntegrations
Eliminate manual work and save time by connecting tasks and workflows with other tools in your stack.
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Scheduler
Ensure execution of your workflows is automated to match your business cadence.
Get startedContinuous improvement
Update your workflows as your needs change, without interrupting ongoing work.
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Stop tasks
Manage task dependencies and ensure critical information is collected before allowing the process to continue.
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Create standardized onboarding workflows for new hires that ensure all necessary documentation is collected and required training is completed.
Onboarding new employees can be a tedious and disorganized process. HR teams often juggle various tasks, such as sharing policy documents, setting up IT systems, and scheduling introductory meetings, which can lead to errors and delays.
With Workflows, HR teams can automate the entire onboarding process. You can schedules workflow runs, send necessary onboarding materials, and automatically follow up, ensuring a smooth, organized, and efficient process.
- Onboarding Workflow Creation: HR teams set up an onboarding workflow in Process Street that includes all necessary tasks like policy document sharing, IT system setup, and introductory meeting scheduling. This workflow can be created using templates, or be custom designed to fit specific organizational needs.
- Triggering the Workflow: Whenever a new employee is hired, HR initiates the onboarding workflow. This can be automated by integrating Process Street with HR systems, so the workflow starts as soon as the new hire is added to the system.
- Task Scheduling and Execution: Workflows automatically schedule tasks based on preset timelines. It shares policy documents, requests IT for system setup, and schedules introductory meetings with the relevant teams.
- Automated Follow-ups and Reminders: For tasks that require follow-ups, such as reading policy documents or attending meetings, Workflows send automated reminders to the new employees, ensuring tasks are completed in a timely manner.
- Workflow Completion and Feedback: Once all the tasks in the workflow are marked as complete, the onboarding process ends. Workflows can automatically request feedback from the new employee about their onboarding experience for continuous process improvement.
- Efficiency: Automation of the onboarding process eliminates manual effort, making the process more efficient and time-saving.
- Organization: Having a predefined workflow ensures all tasks are organized in a sequence, making it easier for HR and new employees to follow.
- Reduced Errors: Automating tasks like document sharing and IT setup reduces the chance of human error, ensuring that all necessary onboarding steps are accurately completed.
- Improved New Employee Experience: A smooth, organized onboarding process helps new employees feel more welcomed and better prepared for their roles, improving their initial experience with the company.
- Continuous Improvement: The ability to gather and analyze feedback at the end of each onboarding process allows for ongoing refinement and improvement of the onboarding process.
Streamlining the talent acquisition process for optimal results.
Recruiting new employees involves numerous steps, from screening resumes to scheduling interviews. This can be time-consuming, prone to errors, and lead to potential talents being overlooked.
Workflows automate the recruitment process. You can automatically screen resumes based on set criteria, schedule interviews, and send reminders, reducing errors and saving time.
- Recruitment Workflow Creation: HR teams create a recruitment workflow in Process Street, which includes all necessary steps like resume screening, interview scheduling, and follow-ups. This workflow can be customized to fit the specific needs of the organization.
- Workflow Activation: As soon as a new job posting is live, HR teams activate the recruitment workflow. This can be automated to start when a new job application is received.
- Automated Resume Screening: Workflows automatically screens incoming resumes based on predetermined criteria such as keywords, skills, or experience, reducing manual effort and speeding up the initial screening process.
- Interview Scheduling and Reminders: Once candidates pass the screening stage, Workflows automatically schedules interviews with relevant hiring managers. It also sends out reminders to both interviewers and candidates to ensure everyone is prepared.
- Post-Interview Follow-up: After the interview, Workflows automatically sends a follow-up email to candidates to keep them informed of their status in the hiring process. This could include steps for further rounds or feedback from the interview.
- Efficiency: Automation of the recruitment process reduces manual tasks, freeing up time for HR teams to focus on more strategic aspects of recruitment.
- Reduced Errors: Workflows ensures each step in the recruitment process is accurately executed, reducing the potential for errors and oversights.
- Speed: Automatic resume screening and interview scheduling speed up the recruitment process, allowing organizations to secure top talent more quickly.
- Improved Candidate Experience: Automated follow-ups and communication throughout the recruitment process provide candidates with a better experience, improving the organization's employer brand.
- Data-Driven Decisions: With the ability to track and analyze each recruitment process, organizations can make data-driven improvements to their hiring strategies.
Use workflows to facilitate the performance evaluation process, with automated reminders for managers and employees to complete each step and ensure timely completion.
Performance review management is often complex, involving the collection of feedback, scheduling meetings, and processing ratings. HR teams often struggle to keep this process organized and timely.
Workflows help streamline performance review management. It automates feedback collection, review schedules, and performance rating processing, making the process organized and efficient.
- Performance Review Workflow Creation: HR teams set up a performance review workflow in Process Street that includes steps like feedback collection, review meetings scheduling, and performance rating processing. This workflow can be customized to fit the organization's performance review process.
- Workflow Initiation: HR teams initiate the performance review workflow at the beginning of the review cycle. This can be automated to start based on the organization's performance review schedule.
- Automated Feedback Collection: Workflows can be used to send out feedback forms to employees and their supervisors at a predetermined time. It collects and compiles this feedback for review by HR and management.
- Review Scheduling and Reminders: Once the feedback is collected, Workflows automatically schedules review meetings between employees and their supervisors. It sends reminders to both parties to ensure they're prepared for the meeting.
- Performance Rating Processing: After the review meeting, Workflows processes the performance ratings based on feedback and discussions. These ratings are then stored for future reference and development planning.
- Efficiency: The automation of performance review processes saves HR teams time and effort, allowing them to focus on other strategic HR tasks.
- Organization: A predefined performance review workflow keeps the process organized and ensures all necessary steps are completed on time.
- Accuracy: Automated collection and processing of feedback and performance ratings reduce the risk of errors, ensuring the accuracy of performance reviews.
- Employee Engagement: The streamlined, organized review process can help to increase employee engagement and satisfaction with the performance review process.
- Data-Driven Decisions: With all performance review data in one place, HR teams can make informed decisions about employee development, promotions, and other HR actions.
Streamline the request and approval process for employee vacation and sick leave requests, with notifications sent automatically to managers and HR when requests are received.
Leave application and approval is often a manual process that can lead to miscommunication, delays, and non-compliance with leave policies.
Workflows automate the leave management process. It sends notifications of leave requests to the relevant parties for approval and ensures all leave policies are adhered to, ensuring a smooth and transparent process.
- Leave Management Workflow Creation: HR teams set up a leave management workflow in Process Street that includes steps like leave request submission, approval process, and leave balance update. This workflow can be customized to fit the organization's leave policy.
- Initiating Leave Request: When an employee wants to take a leave, they initiate the leave request workflow. The request includes details like type of leave, start and end date, and any relevant notes.
- Automated Leave Request Notification: Once the leave request is submitted, the Workflow automatically sends a notification to the relevant approving authority, such as a supervisor or HR manager.
- Leave Approval Process: The approver receives the leave request and reviews it. They can then approve or deny the request directly through Process Street. The employee is then automatically notified of the decision.
- Updating Leave Balance: After the leave is approved, Workflows automatically updates the employee's leave balance, reducing the manual tracking effort and ensuring up-to-date leave records.
- Efficiency: Automation of the leave management process eliminates manual tracking and communication, saving time for both employees and HR teams.
- Transparency: With automated notifications and an easy-to-use platform, the leave management process becomes more transparent, reducing misunderstandings and improving employee satisfaction.
- Accuracy: Automated updating of leave balances ensures accurate records, reducing the risk of discrepancies and ensuring compliance with leave policies.
- Reduced Delays: Automatic notifications speed up the approval process, reducing delays and improving the overall efficiency of leave management.
- Data-Driven Decision Making: With all leave data in one place, HR teams can better track leave patterns and make informed decisions about staffing and workload management.
Empowering you to navigate regulatory challenges with confidence.
Ensuring employees complete necessary compliance training is challenging. HR teams often struggle with scheduling training, sending reminders, and tracking completion.
With Workflows, HR teams can automate compliance training management. It schedules training, sends reminders, and tracks completion, ensuring all employees are up-to-date with necessary compliance training.
- Compliance Training Workflow Creation: HR teams set up a compliance training workflow in Process Street, including steps like training scheduling, reminders, and completion tracking. This workflow can be adapted to the specific compliance training needs of the organization.
- Initiating the Training Workflow: HR teams initiate the training workflow whenever new compliance training needs to be completed. This can also be set to start automatically at regular intervals or whenever new compliance training is released.
- Automated Training Scheduling and Reminders: Workflows automatically schedule training sessions for employees and sends them reminders leading up to the training. It can also send reminders for any necessary pre-training preparations.
- Tracking Training Participation: During the training, Workflows keeps track of who has attended the training. This ensures all employees are accounted for and that compliance is maintained.
- Tracking Training Completion: After the training, Workflows tracks who has completed the necessary post-training assessments or acknowledgments. This ensures full compliance and provides a record for future reference.
- Efficiency: Automating compliance training management reduces the manual workload for HR teams, freeing up their time for other important tasks.
- Compliance: Automated scheduling, reminders, and tracking ensure all employees complete necessary compliance training on time, reducing the risk of non-compliance.
- Transparency: With automated notifications and tracking, the compliance training process is more transparent for employees and management.
- Record Keeping: With all compliance training data in one place, HR teams can easily keep records of training attendance and completion.
- Employee Development: Regular, organized compliance training helps ensure that all employees are up-to-date with the necessary knowledge and skills, contributing to their development and the organization's success.
Simplifying the move-in process for a seamless experience.
The process of onboarding new tenants is often manual and time-consuming, involving sharing documentation, scheduling property walkthroughs, and processing initial payments. This can lead to errors and delays, impacting tenant satisfaction.
Workflows can be used to automate the entire tenant onboarding process, ensuring that all necessary tasks are carried out efficiently and effectively, leading to increased tenant satisfaction.
- Tenant Onboarding Workflow Creation: Property managers create a tenant onboarding workflow in Process Street that includes all necessary steps such as document sharing, property walkthrough scheduling, and initial payment processing. This workflow can be customized to fit the specific needs of the property.
- Initiating the Onboarding Process: Once a tenant signs a lease, property managers activate the tenant onboarding workflow. This can be automated to start as soon as a new lease is signed.
- Automated Document Sharing: Workflows can automatically send out necessary documents such as lease agreements, house rules, or local information to the new tenant, ensuring they have all the information they need.
- Scheduling Property Walkthrough: Workflows automatically schedule a property walkthrough with the new tenant. It also sends reminders to both the tenant and property manager to ensure both parties are prepared.
- Processing Initial Payments: Once the walkthrough is complete and the tenant is ready to move in, Workflows facilitates the processing of initial payments such as security deposit and first month's rent.
- Efficiency: Automation of the tenant onboarding process reduces the manual workload for property managers, allowing them to manage more properties effectively.
- Reduced Errors: Automated document sharing and payment processing reduce the chance of errors, ensuring smooth and accurate onboarding.
- Tenant Satisfaction: A well-organized and efficient onboarding process improves the tenant's initial experience, leading to increased tenant satisfaction and retention.
- Transparency: The automated process ensures that all necessary tasks are carried out and tracked, providing transparency to both the property manager and the tenant.
- Scalability: By automating the tenant onboarding process, property managers can scale their operations and manage more properties without additional effort.
Use workflows to ensure timely and consistent communication with tenants across various maintenance and repair activities: from scheduled maintenance to repair requests and rent collection.
Processing maintenance requests manually can be a tedious and unorganized process, leading to delays, unserviced requests, and unhappy tenants.
Our Workflows feature automates maintenance request processing. It ensures that requests are automatically received, categorized, assigned, and tracked, leading to a timely and effective response to maintenance issues.
- Maintenance Request Workflow Creation: Property managers set up a maintenance request workflow in Process Street that includes steps such as request receipt, categorization, assignment, and tracking. This workflow can be customized based on the property's specific needs.
- Initiating Maintenance Request: When a tenant submits a maintenance request, the workflow is automatically initiated. The tenant's request details are logged into the system for processing.
- Automated Request Categorization and Assignment: Workflows automatically categorize the maintenance request based on predefined criteria such as urgency or type of repair needed. It then assigns the request to the appropriate party, such as an in-house maintenance team or an external contractor.
- Tracking the Maintenance Work: Once the repair work starts, the Workflow tracks the progress and keeps the property manager updated. This ensures the request is being addressed in a timely manner.
- Closing and Follow-Up: After the maintenance work is completed, you can send a follow-up to the tenant to ensure the issue has been resolved to their satisfaction. It then marks the maintenance request as completed in the system.
- Efficiency: By automating the maintenance request process, property managers can ensure all requests are addressed promptly, leading to better time management.
- Organization: Having a predefined workflow for maintenance requests ensures all requests are organized and tracked, reducing the chance of overlooked issues.
- Improved Tenant Satisfaction: Timely and effective responses to maintenance issues lead to increased tenant satisfaction and retention.
- Transparency: With automated tracking, both property managers and tenants can follow the progress of maintenance requests, leading to greater transparency.
- Data-Driven Decisions: With all maintenance data in one place, property managers can analyze patterns to identify recurring issues or potential improvements in their properties.
Foster tenant loyalty and drive sustainable rental growth.
Timely communication for lease renewals can be a challenge, often leading to last-minute rush or even loss of tenants.
Workflows automate the lease renewal process, sending notifications well in advance and ensuring timely and seamless communication with tenants.
- Lease Renewal Workflow Creation: Property managers set up a lease renewal workflow in Process Street that includes steps like lease expiry tracking, renewal notification, and lease negotiation. This workflow can be tailored to the property's specific needs.
- Lease Expiry Tracking: Workflows continuously track lease expiry dates. When a lease is about to expire, it automatically triggers the lease renewal process.
- Automated Renewal Notification: Workflows can send out lease renewal notifications to tenants well in advance of the expiry date. This ensures tenants have sufficient time to consider their renewal options.
- Lease Negotiation and Renewal: Once the tenant indicates they would like to renew, Workflows facilitates the lease negotiation process, ensuring all terms are agreed upon and a new lease is signed in a timely manner.
- Lease Update: After the new lease is signed, Workflows updates the lease details in the system, ensuring accurate and up-to-date records.
- Efficiency: Automating the lease renewal process ensures that property managers can manage renewals effectively, without last-minute rushes.
- Proactive Communication: Automated notifications ensure timely and proactive communication with tenants about lease renewals.
- Tenant Retention: Timely and effective lease renewal communication can help to increase tenant retention, maintain occupancy rates and reduce the cost of acquiring new tenants.
- Accuracy: Automated updates of lease details in the system ensure that records are always up-to-date and accurate.
- Scalability: The automation of lease renewals allows property managers to handle more properties effectively, enabling business growth.
Streamline inspection workflows for vacant properties, move-in, and move-out inspections to ensure that they are completed thoroughly and timely.
Regular property inspections are crucial but often overlooked due to other pressing tasks. This can lead to undetected property issues and potential loss of property value.
Workflows can schedule and track property inspections automatically, ensuring that properties are well-maintained and potential issues are caught and addressed early.
- Property Inspection Workflow Creation: Property managers set up a property inspection workflow in Process Street. This workflow includes steps like inspection scheduling, inspector assignment, inspection checklist, and reporting. It can be customized to the specific requirements of each property.
- Scheduling Inspections: Based on set intervals (quarterly, semi-annually, annually, etc.), you can use Workflows to automatically schedules property inspections. It sends notifications to both the property manager and the assigned inspector about the upcoming inspection.
- Inspector Assignment and Checklist: Workflows automatically assign the inspection to a qualified inspector and provides them with a detailed inspection checklist. This ensures that all areas of the property are thoroughly examined.
- Performing the Inspection: The inspector conducts the inspection based on the provided checklist. Any issues discovered during the inspection are logged into the system via Workflows.
- Inspection Reporting and Follow-up: After the inspection, a report is automatically generated and shared with the property manager. If any issues were found, Workflow initiates a follow-up workflow to ensure they are addressed.
- Timely Inspections: Automation ensures that property inspections are scheduled and conducted on time, helping to maintain the property's value and catch potential issues early.
- Efficiency: Automating property inspections reduces the manual workload for property managers, allowing them to focus on other important tasks.
- Detailed Records: Automated recording of inspection results ensures detailed and accurate records for each property.
- Preventive Maintenance: Regular inspections help identify potential issues before they become significant problems, saving on costly repairs and maintaining property value.
- Compliance: Regularly scheduled property inspections ensure compliance with property maintenance regulations, reducing the risk of non-compliance penalties.
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.
Managing vendors manually can be disorganized and time-consuming, leading to potential miscommunication and payment errors.
Workflows automate vendor management. They can schedule services, process payments, and track service quality, ensuring effective and efficient vendor management.
- Vendor Management Workflow Creation: Procurement managers set up a vendor management workflow in Process Street. This includes steps like service scheduling, payment processing, and service quality tracking. This workflow can be tailored to each vendor's specific contract and service agreement.
- Scheduling Services: When a service is required, the Workflow schedules the service based on the vendor's availability and the company's needs. It also sends out service reminders to both the vendor and the procurement manager.
- Service Execution and Tracking: Once the vendor delivers the service, the Workflow tracks the service execution and logs any relevant details or issues.
- Payment Processing: Upon service completion, the Workflow automates the payment process. It ensures payments align with the terms agreed upon in the contract, preventing potential errors or disputes.
- Service Quality Evaluation: After the service, the Workflow facilitates a service quality review. It gathers feedback from the relevant parties and evaluates the vendor's performance.
- Efficiency: By automating vendor management, procurement managers can streamline their processes, saving time and reducing manual errors.
- Accuracy: Automated scheduling and payment processing ensure accuracy in vendor dealings, leading to smoother relationships and fewer disputes.
- Vendor Performance: Regular service quality reviews help identify high-performing vendors and address issues with underperforming ones, ensuring optimal service quality.
- Record Keeping: With all vendor interactions recorded in one place, procurement managers can maintain detailed vendor records for future reference.
- Scalability: The automation of vendor management allows the procurement department to handle more vendors effectively, enabling business growth.
Optimize the campaign management process by creating workflows that take the team through necessary steps such as brainstorming campaigns, ideating ads, publishing them, and analyzing results.
Coordinating marketing campaigns involves managing multiple elements that often result in missed deadlines and disorganized execution.
Our Workflows feature simplifies campaign management by scheduling tasks, automating follow-ups, and ensuring all elements are aligned for launch, resulting in smooth and effective campaign execution.
- Campaign Workflow Creation: Marketing managers create a campaign management workflow in Process Street. This includes steps like task scheduling, follow-ups, alignment checks, and launch preparations. This workflow can be customized based on the specific needs of each campaign.
- Campaign Planning and Task Scheduling: With the details of the campaign defined, the Workflow schedules tasks for each team involved, ensuring all elements of the campaign are planned and prepared for in advance.
- Automated Follow-ups and Tracking: Automated Follow-ups and Tracking: As tasks progress, Workflows sends automated follow-ups to keep everyone updated. It tracks task completion and identifies any potential delays.
- Pre-Launch Alignment Check: Prior to the campaign launch, the Workflow initiates an alignment check, ensuring that all elements of the campaign are synchronized and ready for launch.
- Campaign Launch: With all checks completed and tasks done, the Workflow marks the campaign as ready for launch. It notifies all teams involved to execute their parts at the scheduled launch time.
- Efficiency: By automating the campaign management process, marketing managers can ensure a smooth and efficient campaign execution, leading to better campaign results.
- Reduced Errors: Automated scheduling and follow-ups reduce the chances of missed deadlines or misaligned campaign elements.
- Timely Execution: With automated tracking, all teams involved can stay updated on the campaign's progress, ensuring timely execution.
- Improved Collaboration: The Workflow keeps all teams in sync, improving collaboration and ensuring all campaign elements are aligned for launch.
- Performance Tracking: Post-launch, the Workflows can be used to track campaign performance, offering insights for future campaign improvements.
Streamline the workflow to move marketing content through the approval process with a set of dedicated workflows involving marketers, content creators, approvers, legal, and compliance teams.
The process of content creation, from ideation to approval, is often lengthy and disjointed, leading to delays and inconsistent output.
With Workflows, the content creation process is streamlined, ensuring tasks are scheduled, progress is tracked, and content is reviewed and approved on time, leading to consistent, quality content output.
- Content Creation Workflow Setup: Content managers establish a content creation workflow in Process Street. This workflow can include stages such as content ideation, writing, editing, reviewing, and approval. It can be tailored to the unique requirements of each content piece.
- Content Ideation and Task Assignment: Once a content idea is finalized, the Workflow schedules tasks for the content team, assigning roles such as writer, editor, and reviewer.
- Content Development and Progress Tracking: As the team works on the content, Workflows tracks the progress and sends reminders to ensure the tasks are completed on time.
- Content Review and Editing: Upon completion of the initial draft, the content is automatically sent to the designated reviewers and editors via Workflows. They can then provide feedback and make necessary revisions.
- Content Approval and Publication: Once the content has been reviewed and edited, the Workflow facilitates the final approval process. After approval, it automatically schedules the content for publication and notifies the relevant parties.
- Efficiency: Automating the content creation process reduces the time spent on administrative tasks, allowing the team to focus more on producing high-quality content.
- Consistency: The structured workflow ensures a consistent process for each content piece, leading to a consistent, quality output.
- Collaboration: Workflows facilitate effective team collaboration by providing visibility into each stage of the process and enabling real-time feedback and revisions.
- Timely Publication: With automated scheduling and reminders, content pieces are more likely to be completed and published on time, aligning with your content calendar.
- Quality Control: By incorporating a review and approval process into the workflow, content quality is maintained and improved.
Cultivating relationships and maximizing conversion potential for success.
Manually nurturing leads is time-consuming and often lacks personalization, resulting in low conversion rates.
Workflows automate the lead nurturing process, ensuring timely follow-ups and personalized communication with leads, increasing conversion rates.
- Lead Nurturing Workflow Creation: Sales teams set up a lead nurturing workflow in Process Street. This workflow includes steps like initial contact, follow-up scheduling, personalization, and conversion tracking. It can be customized based on the specific requirements of each lead.
- Initial Contact and Follow-up Scheduling: Upon acquiring a new lead, the Workflow schedules the initial contact and follow-ups. These follow-ups are timely and consistent, ensuring that no lead is forgotten.
- Lead Personalization: Workflows help sales teams personalize communications with each lead. It uses collected data to tailor messages and offers to the lead's interests and needs.
- Nurturing and Conversion: Through regular, personalized communication, the Workflow helps nurture the lead toward conversion. It keeps track of the lead's responses and engagement to further optimize the nurturing process.
- Conversion Tracking and Optimization: After the lead converts, Workflows records the conversion and analyzes the lead nurturing process. This analysis can provide insights to improve future lead nurturing efforts.
- Efficiency: By automating the lead nurturing process, sales teams can manage their leads more effectively and efficiently.
- Personalization: Automated personalization enhances the relevance of communication with each lead, increasing the likelihood of conversion.
- Timely Follow-ups: Automated follow-ups ensure no lead is forgotten, maximizing conversion opportunities.
- Optimization: Tracking conversions and analyzing the nurturing process allows for continuous optimization, improving the effectiveness of lead nurturing efforts.
- Scalability: With the automation of lead nurturing, sales teams can handle larger volumes of leads without compromising the quality of their nurturing process, supporting business growth.
Use workflows to simplify the process of developing and distributing social media content by providing an automated process for content creation and review.
Regularly posting on social media is crucial for brand visibility but can be easily overlooked or inconsistently done due to other tasks.
With Workflows, social media posts can be scheduled and tracked to maintain a consistent brand presence and engagement on social media platforms.
- Social Media Management Workflow Setup: Marketing managers establish a social media management workflow in Process Street. This workflow can include stages like content creation, post-scheduling, engagement tracking, and performance analysis.
- Content Creation and Post Scheduling: Once the social media content is created, the Workflow can be used to integrate and schedule the posts across different platforms based on optimal times and frequencies.
- Post Publishing and Engagement Tracking: Via Workflow integrations, you can automatically publish the scheduled posts and starts tracking engagements (likes, comments, shares, etc.) in real time.
- Performance Reporting: At the end of a predefined period (e.g., a week, a month), each Workflow generates a performance report, showing key metrics such as reach, engagement, and follower growth.
- Performance Analysis and Optimization: Based on the performance report, the marketing team can analyze what worked and what didn't, and then optimize the content and scheduling for future posts.
- Consistency: Automating social media management ensures a consistent brand presence across all platforms, improving brand visibility and recognition.
- Efficiency: By automating the scheduling and publishing of posts, marketing teams can save time and focus on creating high-quality content.
- Engagement Tracking: Real-time tracking of engagements allows teams to react promptly to customer interactions, improving brand-customer relationships.
- Performance Insights: Regular performance reports provide valuable insights, enabling marketing teams to optimize their social media strategy for better results.
- Scalability: With the automation of social media management, marketing teams can manage multiple platforms and larger volumes of posts more effectively.
Simplify the process of planning, executing, and wrapping up marketing events with workflows by tracking essential elements such as ticket sales, setup and teardown periods, and post-event follow-up.
Managing events involves numerous tasks that often result in disorganization and overlooked details.
Workflows automate tasks related to event management, from initial planning to post-event follow-up, ensuring successful and efficient event execution.
- Event Management Workflow Setup: Event managers establish an event management workflow in Process Street. This workflow can include stages like event planning, task assignment, real-time tracking, event execution, and post-event follow-up.
- Event Planning and Task Assignment: Once the event details are defined, the Workflow schedules tasks for each team involved in the event, ensuring all details are planned and prepared for in advance.
- Real-Time Task Tracking and Updates: As tasks progress, Workflows sends real-time updates to all teams involved, enabling them to stay aligned and updated on the event's status.
- Event Execution: On the event day, the Workflow sends out reminders for key activities, ensuring a seamless event execution.
- Post-Event Follow-Up: After the event, Workflows schedules and sends post-event follow-ups, including thank you notes to attendees, feedback collection, and debriefing meetings for the team.
- Efficiency: Automating event management tasks ensures a smooth and efficient event execution, enhancing the event experience for attendees and reducing stress for the team.
- Real-Time Updates: Real-time tracking of tasks and sending updates to teams keeps everyone aligned and aware of the event's progress.
- Task Management: By scheduling and managing tasks in one place, event managers can ensure no detail is overlooked, enhancing the quality of event planning and execution.
- Post-Event Engagement: Automated post-event follow-ups help maintain relationships with attendees and provide valuable feedback for future event improvements.
- Reduced Errors: By managing all event-related tasks in a structured workflow, potential errors or overlooked details can be significantly reduced.
Establish standardized onboarding workflows that facilitate a faster time-to-implementation for new customers.
A disjointed and manual onboarding process often leaves new customers confused and dissatisfied, impacting their long-term relationship with the brand.
With Workflows, the customer onboarding process can be automated, creating a seamless, efficient experience that leaves new customers feeling valued and supported.
- Customer Onboarding Workflow Setup: Customer Success teams set up an onboarding workflow in Process Street, encompassing steps such as initial welcome, product training, account setup, and check-in calls. The workflow can be customized to fit specific customer needs.
- Welcome and Account Setup: Once a new customer signs up, the Workflow triggers a series of automated tasks starting with a personalized welcome message and guides for account setup.
- Product Training and Resource Sharing: After account setup, the Workflow schedules product training sessions and shares resources like user guides or FAQ documents to help new customers get acquainted with your product or service.
- Check-In Calls and Feedback Collection: To ensure that the customer is progressing well, the Workflow schedules regular check-in calls and collects feedback at each stage of the onboarding process.
- Transition to Regular Customer Support: Once the onboarding process is complete, you can use another integrated Workflow to smoothly transition the customer from the onboarding process to regular customer support and success services.
- Seamless Experience: The automation of the onboarding process ensures a smooth and efficient experience for new customers, leaving them feeling valued and supported.
- Personalized Onboarding: Workflows allow for a tailored onboarding experience based on each customer's needs and preferences, enhancing customer satisfaction.
- Timely Support: Automated scheduling of check-in calls and training sessions ensure new customers receive timely support, fostering trust and relationship building.
- Efficient Resource Utilization: Automated sharing of resources empowers new customers to self-help and resolve any minor issues, reducing their dependency on customer support.
- Smooth Transition: Seamless transition to regular customer support services after onboarding ensures continued support and success for the customer.
Create workflows for customer support tickets that facilitate prompt responses, prioritization, SLA tracking, and handoff between different teams within customer success.
Managing customer tickets can be overwhelming, leading to missed issues and delayed responses, resulting in customer dissatisfaction.
Our Workflows feature streamlines ticket management, automatically sorting and assigning tickets and tracking their resolution, ensuring prompt and effective customer support.
- Ticket Management Workflow Setup: Customer support teams create a ticket management workflow in Process Street. This workflow can include steps such as ticket receipt, categorization, assignment, resolution, and follow-up.
- Ticket Receipt and Categorization: As a customer issue is reported, the Workflow automatically receives and categorizes the ticket based on the nature of the issue.
- Ticket Assignment: Once categorized, Workflows assigns the ticket to the appropriate team or individual based on their expertise or workload, ensuring that the issue is directed to the right place for resolution.
- Ticket Resolution and Tracking: The Workflow keeps track of the ticket's progress toward resolution, sending automated updates and reminders to the assigned team or individual.
- Resolution Follow-Up: Once the ticket is resolved, Workflows automatically sends a follow-up message to the customer, ensuring they're satisfied with the resolution and maintaining good customer relations.
- Efficiency: Workflows' automation streamlines ticket management, ensuring prompt resolution of customer issues and increasing overall customer satisfaction.
- Error Reduction: With automatic categorization and assignment, tickets are less likely to get misplaced or forgotten, reducing errors in the support process.
- Timely Resolution: Real-time tracking of ticket progress ensures issues are addressed promptly, reducing resolution time and improving the customer experience.
- Customer Satisfaction: Efficient ticket resolution and automated follow-ups ensure customers feel heard and valued, enhancing customer satisfaction.
- Scalability: The ability to manage large volumes of tickets through automation allows customer support teams to scale and handle increased demand without compromising service quality.
Create workflows for customer support tickets that facilitate prompt responses, prioritization, SLA tracking, and handoff between different teams within customer success.
Managing customer tickets can be overwhelming, leading to missed issues and delayed responses, resulting in customer dissatisfaction.
Our Workflows feature streamlines ticket management, automatically sorting and assigning tickets and tracking their resolution, ensuring prompt and effective customer support.
- Ticket Management Workflow Setup: Customer support teams create a ticket management workflow in Process Street. This workflow can include steps such as ticket receipt, categorization, assignment, resolution, and follow-up.
- Ticket Receipt and Categorization: As a customer issue is reported, the Workflow automatically receives and categorizes the ticket based on the nature of the issue.
- Ticket Assignment: Once categorized, Workflows assigns the ticket to the appropriate team or individual based on their expertise or workload, ensuring that the issue is directed to the right place for resolution.
- Ticket Resolution and Tracking: The Workflow keeps track of the ticket's progress toward resolution, sending automated updates and reminders to the assigned team or individual.
- Resolution Follow-Up: Once the ticket is resolved, Workflows automatically sends a follow-up message to the customer, ensuring they're satisfied with the resolution and maintaining good customer relations.
- Efficiency: Workflows' automation streamlines ticket management, ensuring prompt resolution of customer issues and increasing overall customer satisfaction.
- Error Reduction: With automatic categorization and assignment, tickets are less likely to get misplaced or forgotten, reducing errors in the support process.
- Timely Resolution: Real-time tracking of ticket progress ensures issues are addressed promptly, reducing resolution time and improving the customer experience.
- Customer Satisfaction: Efficient ticket resolution and automated follow-ups ensure customers feel heard and valued, enhancing customer satisfaction.
- Scalability: The ability to manage large volumes of tickets through automation allows customer support teams to scale and handle increased demand without compromising service quality.
Strengthen customer success through personalized engagement and continuous support.
Regular customer check-ins are crucial for maintaining satisfaction but can be easily overlooked due to other pressing tasks.
Workflows can automate the scheduling and tracking of regular customer check-ins, ensuring a high level of customer engagement and satisfaction.
- Customer Check-In Workflow Setup: Customer Success teams establish a regular check-in workflow in Process Street. This workflow can include steps such as scheduling, preparation, the check-in call, follow-up, and tracking customer satisfaction.
- Scheduling and Preparation: Based on the defined intervals (e.g., monthly, quarterly), the Workflow schedules check-in calls with customers. It also prepares a summary of the customer's history and any outstanding issues to be discussed during the call.
- Check-In Call and Feedback Collection: Workflows sends reminders to the Customer Success teams before the check-in call and collects feedback from the customers during or after the call.
- Action Plan and Follow-Up: Based on the feedback received, Workflows help to develop and implement an action plan. It also sends a follow-up message to the customers, summarizing the check-in call and outlining the next steps.
- Tracking Customer Satisfaction: The Workflow continues to track customer satisfaction levels over time, offering valuable insights into the effectiveness of the check-in process and areas for improvement.
- Customer Engagement: Regular automated check-ins ensure a high level of customer engagement, making customers feel valued and heard.
- Timely Issue Resolution: By having regular touchpoints with customers, any issues or concerns can be identified and addressed in a timely manner, preventing minor issues from becoming major problems.
- Improved Customer Satisfaction: Regular check-ins provide an opportunity to consistently meet customer needs and improve customer satisfaction levels.
- Personalized Service: Regular check-ins give customer success teams deeper insights into each customer's needs and preferences, enabling more personalized and effective service.
- Efficiency: The automation of scheduling and tracking check-ins reduces manual effort and potential oversights, improving overall efficiency in customer success operations.
Streamline the process of identifying new business opportunities and moving customers through the sales cycle by implementing workflows that track progress through each step of the process.
Manually identifying and acting on upsell or cross-sell opportunities can be a missed revenue opportunity due to a lack of personalization and timeliness.
With Workflows, the process of identifying and communicating upsell and cross-sell opportunities is automated, creating personalized and timely offers that enhance revenue opportunities.
- Upsell and Cross-Sell Workflow Setup: Sales teams set up an upsell and cross-sell workflow in Process Street. This workflow includes steps such as customer behavior analysis, opportunity identification, offer customization, communication, and follow-up.
- Customer Behavior Analysis: The Workflow integrates with your customer relationship management (CRM) system to analyze customer behavior, usage patterns, and purchase history.
- Opportunity Identification and Offer Customization: Based on this analysis, the Workflow identifies potential upsell and cross-sell opportunities and customizes offers that suit each customer's needs and preferences.
- Communication and Offer Presentation: The Workflow automates the communication process, sending personalized and timely offers to the customers via their preferred communication channels.
- Follow-Up and Conversion Tracking: Workflows also manage follow-ups with customers who've received the offers, tracking conversion rates, and providing valuable insights into the success of the upsell and cross-sell efforts.
- Personalization: The automation of upselling and cross-selling leads to more personalized offers based on each customer's behavior, enhancing the likelihood of conversion and customer satisfaction.
- Timeliness: With Workflows, offers are communicated at the right time based on customer usage patterns, increasing their relevancy and potential acceptance.
- Efficient Communication: Automated communication and follow-ups ensure customers receive timely and consistent communication, improving customer experience.
- Value Enhancement: By presenting relevant upsell and cross-sell opportunities, customers can derive greater value from your product or service, fostering customer loyalty.
- Insights and Improvement: The tracking of conversion rates provides insights into customer preferences and the effectiveness of the upsell and cross-sell strategies, enabling continuous improvement.
Anticipating customer behavior to retain and grow your customer base.
Identifying at-risk customers and initiating preventative measures manually can be time-consuming and often too late, leading to customer churn.
Workflows automate the process of identifying at-risk customers and initiating preventative measures, leading to a reduction in customer churn and improved customer loyalty.
- 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.
- 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.
Create workflows that facilitate deal prospects from the initial conversation stage until closing the deal and ensure deal accuracy and accountability.
Managing leads manually can be overwhelming, leading to missed opportunities and low conversion rates.
With Workflows, the process of managing leads from acquisition to conversion is automated, ensuring no lead falls through the cracks and improving conversion rates.
- Lead Management Workflow Setup: Sales teams set up a lead management workflow in Process Street. This workflow includes steps such as lead capture, lead qualification, lead nurturing, conversion, and tracking.
- Lead Capture and Qualification: Workflows integrate with your CRM or lead generation tools to automatically capture leads. It then qualifies these leads based on set criteria like customer profile, engagement level, and potential revenue.
- Lead Nurturing: Once leads are qualified, Workflows automates the nurturing process. It schedules personalized follow-ups, reminders, and content sharing at each stage of the buyer's journey.
- Lead Conversion: Workflows help manage the conversion process, from scheduling sales calls or demos to sending a proposal and closing the sale.
- Tracking and Optimization: The Workflow tracks the performance of each lead through the sales pipeline, providing valuable insights into the lead management process and areas for improvement.
- Efficiency: By automating the lead management process, sales teams can ensure no lead falls through the cracks, increasing the efficiency of sales operations.
- Improved Conversion Rates: With automated lead nurturing and conversion steps, companies can improve conversion rates, resulting in increased revenue.
- Personalized Communication: Workflows enable personalized communication with leads at each stage of the buyer's journey, improving engagement and conversion chances.
- Data-Driven Decisions: Tracking and optimization features provide data-driven insights, helping sales teams to refine their lead management strategies and improve results over time.
- Time-saving: Automation of the lead management process frees up sales teams' time, allowing them to focus on strategic tasks and high-priority leads.
Harness data-driven insights to drive accurate sales projections and optimize business performance.
Collecting and analyzing data for sales forecasting is often a manual process, leading to inaccurate predictions and unpreparedness.
The Workflow automates the process of collecting and analyzing data for sales forecasting, leading to accurate, timely predictions, and strategic planning.
- Sales Forecasting Workflow Setup: Sales teams set up a sales forecasting workflow in Process Street. This workflow includes steps such as data collection, data analysis, sales forecasting, review, and strategy adjustment.
- Data Collection: The Workflow integrates with your CRM to automatically collect relevant data, such as past sales, current opportunities, market trends, and customer behavior.
- Data Analysis: Using built-in analytics or third-party integration, Workflows process this data to identify trends, patterns, and predictive factors.
- Sales Forecasting: Based on the analysis, Workflows generates accurate sales forecasts for specified periods. These forecasts are presented in visual, easy-to-understand formats, assisting in decision-making.
- Review and Strategy Adjustment: Workflows schedule periodic reviews of the sales forecasts and their accuracy. Based on these reviews, sales strategies can be adjusted to align with the forecast and market conditions.
- Accuracy: Automating the sales forecasting process can significantly increase accuracy, resulting in more reliable predictions that help guide business decisions.
- Time-saving: The automation of data collection and analysis saves time, allowing sales teams to focus more on strategic activities.
- Strategic Planning: Accurate and timely sales forecasts enable better strategic planning, ensuring preparedness for market changes and customer demand.
- Continuous Improvement: With periodic reviews and adjustments, sales forecasting becomes a process of continuous learning and improvement, enhancing its effectiveness over time.
- Data-Driven Decision-Making: The automation of sales forecasting supports data-driven decision-making, enhancing the overall sales strategy and performance.
Simplify the proposal process by using workflows that standardize the production process, task allocation, and approvals.
Creating, approving, and tracking proposals and contracts manually can be time-consuming and prone to errors, impacting deal closures.
Workflows streamlines proposal and contract management, ensuring accuracy and timeliness, leading to quicker deal closures.
- Proposal and Contract Management Workflow Setup: Sales teams set up a proposal and contract management workflow in Process Street. This workflow includes steps such as proposal creation, approval, contract drafting, contract review, and tracking.
- Proposal Creation and Approval: Workflows integrate with your proposal software to automatically create proposals based on predefined templates and customer information. It then routes the proposal for internal approvals, ensuring accuracy and consistency.
- Contract Drafting and Review: Once a proposal is approved, Workflows aids in drafting contracts. It can populate contract templates with the agreed terms and route the contract for internal review and external negotiation.
- Contract Execution and Storage: After finalizing the contract, Workflows automates the execution process, ensuring all parties have signed. It also archives the executed contract for easy access and reference.
- Contract Tracking and Renewals: Workflows track the contract's key dates, send reminders for milestones or renewals, and initiate the renewal process if needed, ensuring no missed opportunities.
- Efficiency: By streamlining proposal and contract management, sales teams can ensure speed and accuracy in these critical stages of the sales cycle, resulting in quicker deal closures.
- Error Reduction: Automation reduces the likelihood of human error in the proposal and contract drafting stages, ensuring more accurate and professional documents.
- Better Tracking: With automated contract tracking, key dates, and milestones are never missed, keeping deals on track and customers satisfied.
- Time-saving: The automation of proposal and contract management frees up sales teams' time, allowing them to focus on customer relationships and strategic selling activities.
- Improved Compliance: Automatic archiving of executed contracts ensures easy access to critical documents, aiding in audit readiness and compliance with contract management standards.
Streamline sales incentives for enhanced performance and transparent compensation management.
Tracking and calculating sales commissions manually can lead to inaccuracies and delays, impacting sales team motivation.
With Workflows, the process of tracking and calculating sales commissions is automated, ensuring accuracy and timeliness, and keeping the sales team motivated.
- Sales Commissions Workflow Setup: Sales managers set up a sales commission tracking and calculation workflow in Process Street. This workflow includes steps such as sales tracking, commission calculation, review, and payment initiation.
- Sales Tracking: Workflows integrate with your CRM or sales management software to automatically track sales data, including deal closures, contract values, and sales rep details.
- Commission Calculation: Based on pre-defined rules and commission structures, Workflows calculates the commission for each sales rep accurately, reducing the likelihood of errors.
- Review and Approval: Once calculated, the commission amounts are sent for internal review and approval. Any disputes or discrepancies can be tracked and resolved within the system.
- Payment Initiation: After approval, Workflows initiates the payment process, ensuring the timely payout of commissions to the sales team.
- Accuracy: By automating the process of sales commission tracking and calculation, the likelihood of errors is significantly reduced, ensuring sales reps receive the correct commission amounts.
- Timeliness: Automatic commission calculation and payment initiation ensure that sales reps receive their commissions promptly, boosting their motivation and morale.
- Transparency: The entire process, from sales tracking to commission payout, is transparent and traceable, creating trust and reducing disputes over commission payments.
- Efficiency: The automation of the commission process saves considerable time for sales managers and finance teams, allowing them to focus on strategic tasks.
- Motivation: Timely and accurate commission payments contribute to a motivated sales team, driving performance and results.
Cultivating stronger customer connections and driving sales success through effective relationship management.
Managing customer relationships manually can lead to overlooked follow-ups and missed opportunities to strengthen relationships.
Workflows automate tasks and follow-ups related to managing customer relationships, ensuring high customer satisfaction and loyalty.
- Customer Relationship Management Workflow Setup: Sales and customer success teams set up a customer relationship management workflow in Process Street. This workflow includes steps such as customer data tracking, task scheduling, follow-up reminders, and relationship tracking.
- Customer Data Tracking: Workflows integrate with your CRM to automatically track customer data, including interaction history, preferences, issues, and opportunities.
- Task Scheduling and Follow-up Reminders: Based on the customer data and predefined rules, Workflows schedules tasks and follow-ups for the team. It could be for sending regular updates, resolving issues, or reaching out for feedback.
- Execution of Tasks: The team executes the tasks as per the schedule. Workflows also track task completion, ensuring that no task is overlooked.
- Relationship Tracking and Analysis: Workflows keep track of the relationship status with each customer, including satisfaction scores, feedback, and interaction frequency. It provides insights for improving customer relationships.
- Consistency: Automating customer relationship management ensures regular and timely interactions, creating a consistent customer experience.
- Attention to Detail: Automatic tracking of customer data and task scheduling allows teams to cater to individual customer needs and preferences, adding a personalized touch to customer interactions.
- Efficiency: The automation of customer relationship management saves considerable time for sales and customer success teams, allowing them to focus on strategic tasks.
- Improved Satisfaction and Loyalty: Timely follow-ups, personalized communication, and regular interaction contribute to higher customer satisfaction and loyalty.
- Better Insights: Automated relationship tracking and analysis provide valuable insights for improving customer relationships and identifying growth opportunities.
Managing supply chains manually can lead to inefficiencies, missed deadlines, and a lack of transparency.
Managing leads manually can be overwhelming, leading to missed opportunities and low conversion rates.
Our Workflows feature streamlines supply chain management, automating supplier interactions, inventory tracking, and delivery schedules, leading to optimized operational efficiency.
- Supply Chain Workflow Setup: Operations managers set up a supply chain management workflow in Process Street. This workflow includes steps such as supplier interactions, inventory tracking, delivery schedules, and performance tracking.
- Supplier Interactions: Workflows integrate with your supplier management system to automatically track and schedule tasks related to supplier interactions such as ordering, reordering, issue resolution, and payment processing.
- Inventory Tracking: Workflows can sync with your inventory management system to monitor stock levels, trigger reorders when necessary, and track inbound shipments, reducing stockouts and overstock situations.
- Delivery Scheduling and Tracking: Workflows facilitate the scheduling of deliveries based on stock availability and demand forecast. It can also track the status of each delivery, ensuring transparency and timely fulfillment.
- Performance Tracking and Analysis: Workflows keep track of the performance of each element in the supply chain, providing insights for process improvement and supplier negotiation.
- Efficiency: Automating supply chain management significantly reduces manual work, leading to greater operational efficiency.
- Accuracy: Automated inventory tracking and supplier interactions minimize the possibility of errors, ensuring accurate inventory management and order fulfillment.
- Transparency: The automation of delivery scheduling and tracking provides real-time transparency into the supply chain, enhancing trust and customer satisfaction.
- Improved Supplier Relationships: Regular and systematic supplier interactions foster strong supplier relationships, which can lead to better negotiation power and favorable terms.
- Data-Driven Decisions: Performance tracking and analysis provide valuable data for decision-making, enabling continuous supply chain optimization.
Ensuring excellence and consistency in every aspect of product and service delivery.
Scheduling, conducting, and tracking quality checks manually can lead to overlooked issues and compromised product or service quality.
Workflows automate the quality assurance process, ensuring regular scheduling, execution, and tracking of quality checks, ensuring high product and service quality.
- Quality Assurance Workflow Setup: Quality managers set up a quality assurance workflow in Process Street. This workflow includes steps such as quality check scheduling, execution, tracking, and reporting.
- Quality Check Scheduling: Based on predefined rules and intervals, Workflows schedules quality checks for products or services. It sends reminders to the concerned teams or individuals about upcoming quality checks.
- Quality Check Execution: As per the schedule, quality checks are conducted. Workflows track the completion of each check and capture the results automatically.
- Issue Tracking and Resolution: If any issues are identified during the quality checks, Workflows automatically creates a task for issue resolution, assigns it to the concerned team or individual, and tracks its progress until resolution.
- Quality Reporting and Analysis: Workflows compile all quality check data and generate reports for analysis. It provides insights into quality trends, recurring issues, and areas of improvement.
- Improved Quality: Regular and systematic quality checks lead to improved product or service quality, enhancing customer satisfaction.
- Efficiency: Automating quality assurance saves considerable time for quality managers, allowing them to focus more on strategic improvement initiatives.
- Consistency: Automation ensures consistency in quality checks, providing reliable and comparable data for analysis.
- Prompt Issue Resolution: Automatic issue tracking and resolution minimize the impact of quality issues, preventing potential damage to customer satisfaction and brand reputation.
- Data-Driven Decisions: Quality reporting and analysis provide valuable insights for continuous quality improvement and strategic decision-making.
Standardize project management workflows, including project initiation, assigning of tasks, tracking completion, and closing.
Assigning and tracking project tasks manually can lead to delays, miscommunication, and project failure.
With Workflows, project tasks can be automatically assigned and tracked, ensuring efficient project execution and success.
- Project Workflow Setup: Project managers set up a project workflow in Process Street. This workflow includes steps such as task assignment, timeline setup, progress tracking, and project reporting.
- Task Assignment: Based on the project plan, Workflows automatically assigns tasks to the team members. It sends notifications to the assigned members and records the deadline for each task.
- Timeline Setup and Monitoring: Workflows generate a project timeline based on the task assignments and deadlines. It continuously monitors the timeline and sends reminders or alerts for any impending or missed deadlines.
- Progress Tracking: As the team members work on their tasks, Workflows track the progress of each task. It updates the project timeline and status in real-time.
- Project Reporting and Analysis: Upon project completion, Workflows compiles all project data and generates a comprehensive project report. It provides insights into project performance, individual contributions, and areas of improvement.
- Efficiency: Automation of project tasks significantly reduces manual coordination, leading to increased project efficiency.
- Transparency: Real-time progress tracking provides transparency into project status, enhancing communication and collaboration among the team.
- Timely Completion: Automated timeline monitoring and reminders ensure the timely completion of tasks and projects, reducing the risk of project delays or failures.
- Accountability: Automatic task assignment and tracking enhance individual accountability, leading to improved team performance.
- Data-Driven Decisions: Project reporting and analysis provide valuable insights for continuous project management improvement and strategic decision-making.
Mitigating uncertainty and safeguarding success through proactive risk assessment and mitigation strategies.
Manually identifying and mitigating operational risks can lead to overlooked risks and potentially significant business impacts.
Workflows automate the process of risk identification and mitigation, ensuring timely and effective risk management.
- Risk Management Workflow Setup: Risk managers set up a risk management workflow in Process Street. This workflow includes steps such as risk identification, assessment, mitigation planning, implementation, and monitoring.
- Risk Identification: Workflows scan various operational data and indicators to identify potential risks. Once a risk is identified, it automatically creates a task for further assessment.
- Risk Assessment: The identified risks are automatically assessed based on predefined criteria and metrics. Workflows categorize each risk based on its severity and impact.
- Mitigation Planning and Implementation: For each assessed risk, Workflows prompt the risk managers to develop and input a mitigation plan. Once the plan is approved, Workflows automates the execution of the mitigation tasks as per the plan.
- Risk Monitoring and Reporting: Workflows continuously monitor the operational data for any new risks and the status of existing risks. It compiles all risk management data and generates a comprehensive risk report.
- Proactive Risk Management: Automatic risk identification enables organizations to proactively address risks before they materialize and cause significant impacts.
- Efficiency: Automating the risk management process significantly reduces the manual efforts required for risk identification, assessment, and mitigation.
- Consistency: Using predefined criteria for risk assessment ensures consistency and accuracy in risk management.
- Comprehensive Oversight: Continuous risk monitoring provides a comprehensive view of the organization's risk landscape, aiding strategic decision-making.
- Improved Compliance: Automated risk reports assist in maintaining compliance with various regulatory requirements related to risk management.
Strengthening operational transparency and efficiency through timely and accurate incident documentation and analysis.
Manual incident reporting and resolution can lead to delays, inefficient resolution, and potential recurrence of incidents.
Our Workflows feature streamlines the incident reporting and resolution process, ensuring prompt resolution and minimizing incident recurrence.
- Incident Management Workflow Setup: Operation managers create an incident management workflow in Process Street. This workflow includes steps such as incident reporting, assessment, resolution planning, implementation, and review.
- Incident Reporting: When an incident occurs, it is immediately logged into the system by the concerned staff. The reporting triggers the incident management workflow in Workflows.
- Incident Assessment: Upon the report, Workflows automatically assesses the severity and potential impact of the incident based on predefined criteria.
- Resolution Planning and Implementation: Workflows prompt for a resolution plan and once approved, it automates the tasks as per the plan for an efficient resolution process.
- Incident Review and Reporting: After the incident is resolved, Workflows facilitates a review process to analyze the incident and the resolution process. It also compiles an incident report for future reference.
- Fast Response: Automated reporting and assessment ensure a quick response to incidents, reducing potential impacts and downtime.
- Efficiency: The automatic execution of resolution tasks increases efficiency in managing incidents.
- Learning Opportunity: The review process facilitates learning from incidents to improve future responses and prevent recurrence.
- Transparency: Automatic incident reports provide transparency and accountability in incident management.
- Compliance: The documentation of incidents and their resolution helps maintain compliance with regulatory requirements.
Maximizing IT efficiency and enhancing customer satisfaction through streamlined service delivery and effective problem resolution.
Managing IT service requests manually can lead to delays, errors, and dissatisfaction among end-users.
Our Workflows feature automates the IT service management process, from ticket creation to resolution, improving response times and end-user satisfaction.
- Setup IT Service Management Workflow: IT managers can create a detailed IT service management workflow within Process Street. The workflow includes stages such as service request creation, assessment, assignment, resolution, and review.
- Service Request Creation: When an end-user raises an IT service request, it is automatically logged into the system, initiating the IT service management workflow.
- Request Assessment and Assignment: Workflows then automatically assesses the service request based on predefined criteria and assigns it to the appropriate IT staff.
- Resolution and Documentation: The assigned IT staff works on the issue, and Workflows tracks the progress. Once resolved, the solution is documented within the system for future reference.
- Review and Feedback: After resolution, Workflows sends a satisfaction survey to the end user and gathers feedback for continual service improvement.
- Prompt Response: Automatic ticket logging and assignment ensure that service requests are attended to promptly.
- Efficiency: Automation of tasks within the IT service management process leads to increased efficiency and productivity.
- Transparency: Tracking of service requests provides transparency for end-users regarding the status of their requests.
- Knowledge Management: Documenting solutions help build a knowledge base that can be referenced for similar issues in the future.
- Continuous Improvement: Gathering feedback post-resolution facilitates continual service improvement.
Safeguarding digital assets and bolstering cybersecurity defenses through rapid detection, effective response, and efficient recovery measures.
Responding to security incidents manually can lead to delays and potential damage to the organization's systems and reputation.
Workflows automate the process of detecting, responding to, and tracking security incidents, ensuring timely and effective incident response.
- Setup Security Incident Response Workflow: IT security managers can create a detailed security incident response workflow within Process Street. The workflow includes stages such as incident detection, assessment, containment, eradication, and recovery.
- Incident Detection and Logging: When a security incident is detected, it is automatically logged into the system, initiating the security incident response workflow.
- Incident Assessment and Action Assignment: Workflows then automatically assess the incident based on predefined criteria and assigns the necessary actions to the appropriate IT security staff.
- Incident Containment, Eradication, and Recovery: The assigned IT security staff works on the incident following the assigned actions for containment, eradication, and recovery. Workflows track the progress at each stage.
- Review and Lessons Learned: After the incident has been dealt with, Workflows facilitates a review of the incident and the response to identify lessons learned and improve future response efforts.
- Timely Response: Automatic logging and assignment of security incidents ensure a prompt response, minimizing potential damage.
- Efficiency: Automation of tasks within the security incident response process leads to increased efficiency and a faster return to normal operations.
- Transparency: Tracking of incidents and responses provides transparency for stakeholders regarding the status and outcomes of security incidents.
- Continual Improvement: The review and lessons learned stage help improve future response efforts and overall security posture.
- Compliance: Automated documentation helps meet compliance requirements related to security incident response.
Optimizing the process of building and delivering software solutions through strategic planning, efficient development, rigorous testing, and seamless deployment.
Managing the software development process manually can lead to delays, miscommunication, and software issues.
Workflows streamline the software development process, from ideation to deployment, improving efficiency and software quality.
- Setup Software Development Workflow: IT managers or software development leads can create a detailed software development workflow within Process Street. This workflow may include stages such as requirements gathering, design, coding, testing, and deployment.
- Initiate and Assign Tasks: When a new software development project starts, the relevant workflow is initiated. Tasks are automatically assigned to the appropriate team members based on the predefined workflow.
- Progress Tracking: As team members work on their tasks, the progress is automatically tracked by Workflows. Stakeholders can easily monitor the status of various tasks and stages in the software development process.
- Testing and Deployment: Once the coding stage is complete, Workflows helps manage the testing process and eventually automates the steps for deployment once the software passes all tests.
- Review and Feedback: After deployment, Workflows also facilitates the collection of feedback and reviews to identify areas of improvement for future software development projects.
- Improved Efficiency: Automatic task assignment and progress tracking reduce manual effort and improve the efficiency of the software development process.
- Transparency: The ability to monitor the status of various tasks and stages provides transparency and helps better manage stakeholder expectations.
- Quality Control: Automating the testing and deployment stages helps ensure software quality and reduces the risk of issues post-deployment.
- Continual Improvement: The collection of feedback and reviews aids in the continual improvement of the software development process.
- Better Collaboration: By providing a platform where all team members can track progress and communicate, collaboration is significantly improved.
Create workflows that enable the tracking and management of hardware and software assets, including procurement, return, and disposal.
Tracking and managing IT assets manually can lead to inaccuracies, compliance issues, and unnecessary costs.
Workflows automate IT asset management, improving asset tracking accuracy, compliance, and cost efficiency.
- Set Up IT Asset Management Workflow: The IT manager can create an asset management workflow within Process Street. This workflow includes stages such as asset acquisition, allocation, maintenance, auditing, and retirement.
- Asset Acquisition and Allocation: Whenever a new IT asset is acquired, the asset management workflow is initiated. The acquired asset's details are logged, and the system automatically assigns the asset to a specific department or individual based on predefined rules.
- Asset Maintenance: Workflows automatically schedule and track maintenance tasks for IT assets, ensuring they are properly cared for and reducing the risk of unexpected breakdowns.
- Asset Auditing: Periodic audits of IT assets can also be scheduled in Workflows, ensuring accurate tracking of assets and compliance with relevant regulations.
- Asset Retirement: When an IT asset reaches the end of its life, Workflows guides the process of retiring the asset, ensuring proper data wipe, disposal, or recycling as appropriate.
- Accuracy: Automated IT asset management reduces the risk of human error, ensuring more accurate asset tracking.
- Compliance: Automated asset auditing ensures compliance with regulatory requirements related to IT asset management.
- Cost Efficiency: Proper scheduling of maintenance tasks and management of asset lifecycles can result in significant cost savings.
- Productivity: Automating IT asset management frees up time for IT staff to focus on more strategic tasks.
- Environmentally Friendly: Proper disposal or recycling of IT assets at the end of their life can be ensured, promoting environmentally friendly practices.
Ensuring regulatory adherence and data security through thorough assessment, compliance monitoring, and audit trail analysis.
Scheduling, conducting, and reporting on IT compliance audits manually can be time-consuming and prone to errors.
With Workflows, IT compliance audits can be automated, improving audit efficiency, accuracy, and compliance.
- Setting Up the Compliance Audit Workflow: The IT compliance officer sets up a compliance audit workflow in Process Street. This workflow includes stages like planning, execution, reporting, and follow-up actions.
- Planning the Audit: Workflows automate the process of scheduling audits, identifying auditees, and defining the scope of the audit, ensuring a well-organized and strategic approach.
- Executing the Audit: As the audit is conducted, Workflows guides the auditor through every step, ensuring a comprehensive and systematic approach. The system can automate the collection and storage of data and documents related to the audit.
- Audit Reporting: After the audit, Workflows assists in generating the audit report, highlighting non-compliance issues, and recommending corrective actions.
- Follow-up Actions: Workflows help track follow-up actions, including remediation of non-compliance issues and re-auditing, ensuring continuous compliance.
- Efficiency: Automating the audit process with Workflows significantly reduces the time spent on planning, conducting, and reporting on audits.
- Accuracy: Automating the audit process reduces the risk of human error, ensuring more accurate and reliable audit results.
- Compliance: With a systematic and comprehensive approach to audits, organizations can better ensure their compliance with relevant regulations.
- Visibility: Workflows provide clear visibility into the audit process, making it easier to identify and address non-compliance issues.
- Continuous Improvement: By tracking follow-up actions, Workflows support continuous improvement in IT compliance.
Create workflows that track the entire accounts payable and receivable cycle, from invoice receipt to payment processing.
Manually generating, sending, and tracking invoices can be time-consuming and prone to errors, leading to delayed payments and cash flow issues.
With our Workflows feature, the invoice management process can be automated, ensuring accuracy, timeliness, and improved cash flow.
- Setting Up the Invoice Workflow: The finance team sets up an invoice workflow in Process Street. This workflow includes stages like invoice generation, approval, dispatch, payment tracking, and follow-ups.
- Invoice Generation: Based on the agreed terms and services, Workflows automatically generates an invoice, reducing human error and ensuring accuracy.
- Invoice Approval and Dispatch: Once the invoice is generated, it is sent for approval. Upon approval, Workflows automatically sends the invoice to the client, saving time and effort.
- Payment Tracking: Workflows automatically track payment status, sending reminders for due or overdue payments and updating the system when payment is received.
- Follow-up and Reporting: Workflows help manage follow-ups with clients and generate reports on invoice status, providing visibility into the business's financial health.
- Efficiency: Automating the invoice management process reduces the time spent on manual tasks, freeing up resources for other critical activities.
- Accuracy: Automation reduces the chance of human error, ensuring accurate billing and protecting revenue.
- Cash Flow Management: By automating invoice dispatch and payment tracking, businesses can ensure timely payments, improving cash flow.
- Visibility: With automated reporting, businesses gain better visibility into their financial status, aiding decision-making.
- Customer Satisfaction: Prompt, accurate billing improves customer satisfaction and enhances the business's professional image.
Optimizing financial planning and decision-making through strategic budget allocation and accurate predictive analysis.
Manually collecting and analyzing data for budgeting and forecasting can be time-consuming and lead to inaccuracies, impacting financial planning.
Workflows automate the data collection and analysis process for budgeting and forecasting, leading to accurate, timely financial planning.
- Setting Up the Workflow: The finance team sets up a budgeting and forecasting workflow in Process Street. This workflow includes steps for data collection, analysis, budget formulation, approval, and tracking.
- Data Collection: Workflows automatically collects necessary financial data from various sources such as past financial statements, sales forecasts, and other relevant inputs, saving time and ensuring completeness.
- Data Analysis and Budget Formulation: The collected data is analyzed automatically by Workflows, which then helps formulate a draft budget based on the findings and set objectives.
- Budget Approval and Implementation: Once the draft budget is formulated, it is sent for approval within the workflow. After approval, the budget is implemented and shared with relevant departments.
- Tracking and Forecasting: Workflows track the actual financial performance against the budget, adjusting forecasts as necessary and providing real-time insights to help with financial planning.
- Efficiency: Automating the budgeting and forecasting process can save significant time and resources, which can be utilized for other strategic tasks.
- Accuracy: With automated data collection and analysis, the chances of errors and omissions are reduced, leading to more accurate budgeting and forecasting.
- Real-time Insights: Regular tracking against the budget and updated forecasts provide real-time insights into the financial performance, aiding prompt decision-making.
- Improved Financial Planning: With accurate and timely budgeting and forecasting, financial planning becomes more effective, helping achieve business objectives.
- Compliance: By maintaining an accurate and up-to-date budget, businesses can ensure they comply with financial regulations and standards.
OSimplify expense management procedures with automated workflows for expense approvals, payment processing, and expense report submission.
Manually submitting, approving, and tracking expenses can lead to errors, delays, and potential non-compliance with company policies.
With Workflows, the expense approval process is automated, ensuring compliance, accuracy, and timeliness.
- Setting Up the Workflow: The finance team sets up an expense approval workflow in Process Street. The workflow includes steps for expense submission, review, approval, payment, and tracking.
- Expense Submission: Employees submit their expenses through the workflow. Workflows can be set up to automatically attach receipts and other necessary documentation, ensuring all information is gathered at the time of submission.
- Expense Review and Approval: The submitted expenses are automatically reviewed based on the set approval matrix. Approvals are streamlined with automatic notifications to the appropriate approvers.
- Expense Payment and Reimbursement: Once approved, the workflow can be set to initiate payment or reimbursement process to the respective employees, ensuring timeliness.
- Expense Tracking and Reporting: All approved expenses are tracked and categorized for budgeting and reporting purposes, providing an accurate and up-to-date view of the company's expenses.
- Efficiency: Automating the expense approval process can save significant time and resources for both employees and the finance team.
- Accuracy: Automatic capture and categorization of expense data reduces the chance for errors and ensures accurate tracking and reporting of expenses.
- Compliance: The automated approval process ensures compliance with company policies and regulations, minimizing the risk of fraudulent or inappropriate expenses.
- Real-time Insights: Tracking and reporting on expenses provide real-time insights into the company's expenditures, aiding in financial planning and control.
- Employee Satisfaction: Timely and accurate expense reimbursement improves employee satisfaction and builds trust in the company's processes.
Use workflows to speed up the financial reporting process, ensuring accurate data collection, validation, and sign off.
Generating financial reports manually can be time-consuming and prone to errors, impacting decision-making.
Workflows automate the financial reporting process, improving accuracy, and timeliness, and aiding informed decision-making.
- Workflow Setup: The finance team sets up a workflow in Process Street for financial reporting. This includes steps for data collection, report generation, review, approval, and distribution.
- Data Collection: The workflow automates the collection of financial data from various sources. The collected data is automatically checked for errors and inconsistencies.
- Report Generation: Based on the collected data, the workflow generates financial reports automatically. These reports could include profit and loss statements, balance sheets, cash flow statements, etc.
- Report Review and Approval: The generated reports are automatically sent for review and approval to relevant stakeholders. Errors or discrepancies are flagged and corrected before final approval.
- Report Distribution: Once approved, the reports are automatically distributed to designated individuals or teams, or saved in designated locations for future reference.
- Efficiency: Automating the financial reporting process reduces the time and effort required, freeing up the finance team for more strategic tasks.
- Accuracy: Automated data collection and report generation minimize the risk of errors, ensuring accurate and reliable financial reports.
- Timeliness: With automation, financial reports can be generated and distributed more quickly, aiding timely decision-making.
- Compliance: Automated reports adhere to standard financial reporting guidelines and regulations, ensuring compliance.
- Informed Decision-Making: Accurate, timely financial reports provide critical information for strategic decision-making, contributing to the organization's overall financial health.
Simplifying and streamlining the process of managing employee compensation, deductions, and compliance to ensure accurate and efficient payroll operations.
Managing payroll manually can lead to errors, delays, and potential non-compliance with labor laws.
Workflows streamline payroll management, ensuring accurate, timely payments, and compliance with labor laws.
- Workflow Setup: The HR or finance team sets up a workflow in Process Street for payroll management. This includes steps for time and attendance tracking, payroll calculations, verification, disbursement, and record keeping.
- Time and Attendance Tracking: The workflow automates the collection of time and attendance data from various sources. This ensures that hours worked, leaves, and overtime are accurately recorded.
- Payroll Calculation: Based on the collected data, the workflow automatically calculates salaries, deductions, and other benefits. This ensures accurate payroll processing.
- Verification and Approval: The calculated payroll is automatically sent for verification and approval to the relevant stakeholders. Discrepancies are flagged and corrected before the final approval.
- Payroll Disbursement and Record Keeping: Once approved, the payroll is automatically disbursed to the employees' accounts. The payroll data is also archived for future reference and compliance.
- Efficiency: Automating the payroll process reduces the time and effort required, freeing up the HR or finance team for more strategic tasks.
- Accuracy: Automated data collection and payroll calculation minimize the risk of errors, ensuring accurate payroll processing.
- Timeliness: With automation, payroll can be processed and disbursed more quickly, leading to increased employee satisfaction.
- Compliance: By archiving payroll data, companies can ensure compliance with labor laws and be prepared for any potential audits.
- Employee Satisfaction: Timely and accurate payroll contributes to higher employee satisfaction and engagement, boosting overall company morale.
Strategically identifying and choosing the right suppliers to ensure quality, reliability, and value in the procurement process.
The supplier selection process is often manual and time-consuming, leading to delays and potential mismatches between needs and offerings.
Workflows can automate the supplier selection process, comparing supplier offerings with company needs and speeding up the selection process.
- Workflow Setup: The procurement team sets up a workflow in Process Street for supplier selection. This includes steps for requirement listing, supplier research, bid invitation and comparison, evaluation, and selection.
- Requirement Listing: The workflow prompts the team to list all the requirements for the products or services needed, including quality standards, budget constraints, delivery timelines, and other specifications.
- Supplier Research and Bid Invitation: The workflow automates the process of identifying potential suppliers based on the requirements and invites them to submit their bids.
- Bid Comparison and Evaluation: The received bids are automatically compared based on factors like price, quality, reliability, and delivery timelines. The workflow also facilitates the evaluation process by providing a standardized scoring mechanism.
- Supplier Selection: Based on the comparison and evaluation, the most suitable supplier is automatically selected. The workflow ensures all necessary documentation is completed and archived for future reference.
- Efficiency: By automating the supplier selection process, companies can speed up procurement and avoid delays.
- Accuracy: The automated comparison and evaluation of supplier bids ensure that the most suitable supplier is selected based on the company's specific needs.
- Transparency: With an automated process, all decisions are recorded and can be reviewed for fairness and compliance.
- Cost-effectiveness: By facilitating comparison and evaluation, the workflow helps in selecting the supplier offering the best value, leading to cost savings.
- Risk Mitigation: By keeping a record of the selection process, the workflow aids in risk mitigation and audit readiness.
Streamlining and automating the workflow for efficient and accurate purchase order creation, approval, and fulfillment in procurement operations.
Manually processing purchase orders can lead to errors and delays, impacting the supply chain.
Workflows can automate the process of generating, approving, and tracking purchase orders, ensuring a smooth, efficient procurement process.
- Workflow Creation: A customized purchase order management workflow is created in Process Street. This includes steps for order creation, approval, sending, receipt confirmation, and tracking.
- Order Creation: The workflow prompts the user to generate a purchase order with all necessary details such as supplier information, product descriptions, quantities, prices, delivery details, etc.
- Order Approval: The generated purchase order is automatically sent for approval based on predefined criteria and hierarchical approvals if required.
- Sending and Receipt Confirmation: Once approved, the purchase order is automatically sent to the supplier. The workflow then triggers an automatic follow-up for order confirmation and delivery date estimation.
- Order Tracking: The workflow allows for real-time tracking of the purchase order status, from creation to delivery, providing complete visibility into the process.
- Efficiency: By automating the purchase order process, companies can eliminate manual tasks, reduce processing time, and improve overall procurement efficiency.
- Accuracy: Automation reduces the risk of human error in order generation, approval, and tracking, ensuring accurate order details and improving supplier relations.
- Transparency: With real-time tracking and visibility into the purchase order process, companies can manage their supply chain more effectively and proactively address any potential issues.
- Compliance: The workflow helps enforce company procurement policies and provides a record of all actions for audit purposes, ensuring regulatory compliance.
- Cost-saving: Automation of the purchase order process reduces administrative costs and helps prevent costly errors and delays in the supply chain.
Streamline the contract management process by creating workflows that automate the contract lifecycle, including requests for proposals, contract creation, and renewal management.
Managing contracts manually can be disorganized and lead to missed deadlines and non-compliance with terms.
Workflows automate contract management, ensuring deadlines are met and terms are complied with, minimizing legal risks.
- Workflow Creation: A contract management workflow is set up in Process Street, encompassing stages from contract drafting, review, approval, signing, and renewal.
- Contract Creation and Review: The workflow initiates the contract drafting process. Once a draft is created, it's automatically sent to the relevant parties for review.
- Contract Approval and Signing: After review, the contract goes through an approval process. Upon approval, the contract is sent for signing. Digital signatures can be integrated for a seamless process.
- Contract Tracking and Compliance: The workflow provides real-time tracking of the contract status. It also monitors the execution of the contract to ensure terms are adhered to and sends reminders of key obligations or deadlines.
- Contract Renewal: As a contract nears its end, the workflow triggers notifications for contract renewal or termination, ensuring no contract is overlooked.
- Efficiency: By automating contract management, the time-consuming manual process is eliminated, leading to faster contract cycles and enhanced productivity.
- Risk Mitigation: Automation ensures that no critical deadlines or terms are overlooked, thereby minimizing legal and operational risks.
- Transparency: With real-time visibility into contract statuses, stakeholders can stay informed and make timely decisions.
- Compliance: The system ensures compliance with contractual obligations and provides an auditable trail of all actions taken.
- Scalability: As business operations grow, the automated contract management system can easily scale to handle an increased number of contracts.
Use workflows to optimize inventory management by automating the tracking of goods, ensuring consistent access to inventory.
Manual inventory management can lead to inaccuracies, stockouts, or overstocking, impacting business operations.
Workflows automate inventory management, maintaining accurate inventory levels and preventing stockouts or overstocking.
- Workflow Creation: An inventory management workflow is established in Process Street. This workflow encompasses all aspects of inventory management, from order placement, receipt, and stocking, to sale, and inventory counting.
- Inventory Ordering and Receiving: When the inventory levels fall below a certain threshold, the workflow triggers an order to the supplier. Once the inventory arrives, it checks it into the system automatically.
- Stocking and Sale: The inventory is then allocated to the designated storage areas. As sales occur, the system automatically adjusts the inventory level in real-time.
- Inventory Monitoring: The workflow provides real-time visibility into inventory levels and generates alerts when levels approach the re-order point.
- Inventory Counting and Reconciliation: Regular inventory counting is scheduled and conducted. Any discrepancies between the actual and system-recorded inventory levels are identified and corrected.
- Accuracy: Automated inventory management reduces the risk of human errors, leading to more accurate inventory records.
- By automating routine tasks like order placement and inventory checks, staff can focus on more strategic tasks.
- Optimization: The system helps maintain optimal inventory levels, preventing stockouts or overstocking and saving storage costs.
- Real-time Visibility: With real-time inventory updates, businesses can make informed decisions about reordering and sales strategies.
- Scalability: As business operations grow, the automated inventory management system can easily scale to handle increased inventory volume.
Assessing and measuring vendor performance to optimize supplier relationships, drive accountability, and enhance overall procurement effectiveness.
Manually evaluating vendor performance can be time-consuming and overlook important performance aspects, impacting the quality of goods or services received.
Workflows automate vendor performance evaluation, ensuring all aspects are evaluated and quality goods or services are received.
- Workflow Creation: A vendor performance evaluation workflow is established in Process Street. This workflow includes all crucial metrics for vendor performance evaluation, such as on-time delivery, product quality, service quality, and compliance with contract terms.
- Data Collection: The system automatically collects data related to each vendor's performance on the set metrics. This could be based on delivery records, quality checks, service feedback, and contract reviews.
- Performance Analysis: The system automatically analyzes the data and scores each vendor based on their performance. The scoring is conducted in an unbiased and consistent manner.
- Performance Reporting: The system generates comprehensive performance reports for each vendor. These reports are automatically shared with relevant stakeholders to aid in decision-making.
- Follow-up Actions: Based on the vendor performance reports, the workflow can trigger necessary actions. For instance, it could trigger contract renegotiations with a high-performing vendor or start a search for a new vendor if a current one is consistently underperforming.
- Time-saving: Automating vendor performance evaluations saves time that would be spent on manual data collection and analysis.
- Consistency and Fairness: An automated system ensures consistent evaluation criteria and removes personal bias, leading to fair and accurate performance evaluations.
- Data-driven Decision-making: With comprehensive performance reports, businesses can make informed decisions about their vendor relationships.
- Improved Vendor Relationships: Regular performance feedback can help vendors improve their goods or services, strengthening the relationship and improving the quality received by the business.
- Risk Mitigation: By detecting underperforming vendors early, businesses can take timely action to prevent potential disruptions or quality issues.
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