The Secret to Scalable Business with Rich Wong (General Partner at Accel)

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

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

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

Here’s what he had to say about why and how process management is so important to building a scalable business.
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11 Expert Features to Master Process Street Workflows

11 Expert Features to Master Process Street Workflows
You need a way for your teams’ processes to be done right, done on time, and documented in a way that allows those processes to be improved over time. So you come to Process Street, which enables anyone in your organization to execute each process with consistency, visibility, and accountability.

By now you’ve experimented with some of the pre-made workflows. Maybe you’ve even built a few yourself. You’ve seen what’s possible when it comes to capturing your core processes and sharing them across your company.

But are you getting the most bang for your buck?

In this post, I’ll cover the top 11 features of Process Street workflows and how to use them to optimize your own processes and become a master of modern process management.

If there’s a particular feature you’re interested in, feel free to skip ahead:

Let’s get moving!
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4 Workflows to Get You Started with Automations

Get-the-Most-Out-Of-Your-Work-Apps-with-Automations-4-x-Free-WorkflowsWe’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.

For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.

On top of that, a number of our enterprise customers have asked for more visibility, more security and fewer third-party points of failure.

So we took all that great functionality and made it native within Process Street.

Automations allows teams to streamline multi-app workflows into a simple, cohesive process.

Allow me to introduce Process Street’s Automations feature!

Our no-code Automations editor makes connecting and building with different applications as simple as writing a checklist. Always enjoy easy visibility into how your automation is configured and when it’s running.

This post provides a workflow stack packed with all the information you need to get started building your own Automations. Whether you’re a Sales manager trying to onboard a new customer, an HR manager onboarding a new employee, or you want to report a technical error to the development team – we’ve got you covered.

Ready set … automate! ⚡️
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Level Up Your Favorite Work Apps With Automations

Level Up Your Favorite Work Apps With AutomationsToday, we’re excited to announce Automations, a new set of direct integrations helping you create and run custom processes using built-in functionality from some of the world’s most popular software tools.

Anyone who’s ever updated an opportunity in Salesforce or created an issue in Jira knows the power of those applications. It can feel like a world of endless possibilities right at your fingertips. It’s what we love about these tools, and why teams like us use them every day.

But sometimes, instead of endless possibilities, you need a specific set of tasks done quickly and correctly. You need a process. That’s what we’ve helped thousands of companies with, and that’s why we’re so excited to announce our newest feature, Automations.

Automations brings your critical apps together to drive your team’s most important processes. Powering Automations is a new set of native integrations with:

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HR Automation: How to Automate Your Most Important HR Workflows

hr automation
Hanson Cheng is the founder of Freedom to Ascend. He empowers online entrepreneurs and business owners to put the systems in place for growth and 10x their business.

Despite being responsible for managing human resources, the HR department is usually one of the most understaffed and overworked departments in many companies. This is because HR involves many manual, repetitive, and monotonous tasks—these range from recruitment to pay and benefits to everything else in-between.

Automating your HR processes will help you:

  • Streamline workflows;
  • Ensure all your processes are consistent;
  • Reduce errors.

Ultimately, HR automation saves you time and money — valuable resources you could better spend on other pressing HR tasks. Research shows that automation can help decrease administrative tasks by 49 percent for HR employers and 30 percent for HR professionals. The same study also revealed that up to 34 percent of HR departments said their organizations were slow in adopting HR automation.

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

Let’s jump right in!
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Master Project Management with the Critical Path Method

Master Project Management with the Critical Path Method

Project management requires a wide spectrum of skills, organizational abilities, and attention to detail to make sure everything moves forward according to plan. A good project manager is able to keep all the plates spinning in sync while making it appear effortless at the same time.

However, the more plates you have spinning at once, the harder this is to accomplish. Critical path method (CPM) is one of the tools project managers can use to create a comprehensive plan and organize complex projects with many moving parts.

In this Process Street post, I’ll take you through the CPM process step-by-step, and then show you how our templates and checklists can take some of the stress out of your project management.

Read on, or feel free to skip ahead:

Let’s jump in!
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5 Essential Tools for a Successful QA Process in Your Startup

5 Essential Tools for a Successful QA Process in Your Startup

Alex Zubkov is a technical writer at LITSLINK from Dnipro. Alex has 15 years experience in sales, marketing, and product promotion for both local and international markets. He’s also a techno geek and amateur photographer with a love of gadgets and the Arsenal FC.

Quality assurance (QA) is an essential stage of any software development cycle. It helps developers catch the lingering bugs and inconsistencies in the product’s functionality before you deliver it to your customers.

According to Statista, companies spent 35% of their financial resources on software testing in 2015. In 2019, this figure went down to just below a quarter of the company’s budget, but it is still taxing in 2020 to balance financial expenditure and product performance.

A sophisticated QA process can cut costs by reducing the number of errors that need fixing and, subsequently, the amount of iterative testing required. It can also improve the reliability of the testing process, further reducing expenses, which is crucial for startups and low-budget, middle-size enterprises.

In this article, we’ll briefly run through the key stages of the QA process:

Let’s get started!
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How to Make Your Call Center 5 Star: Quality Assurance 101

How To Make Your Call Center 5 Star: Quality Assurance 101
Call center quality assurance is like going to the dentist: everyone agrees it should be done regularly, no one likes doing it, and it’s probably been put off much longer than it should.

No one’s blaming you – agents hate it, supervisors hate it, even quality assurance auditors hate it. It’s tedious, time-consuming, and repetitive. Add to that the high call center attrition rate and low job satisfaction, and you may be wondering: why even bother?

Well, I’ll tell you. In this post, I’ll cover:

Plus I’ll provide you with 11 free checklists to take the drudgery out of QA audits!

If you came for the templates, grab them here:

If you want to use these checklists, just sign in with your Process Street account and start customizing your templates. If you don’t have an account yet, sign-up here to get started with your free trial!

Otherwise, let’s get to it.
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Career Coach: How Ari Meisel Does Career Coaching (5 Free Checklists)

Career Coach

In this article we’ll be looking at career coaching and, more specifically, how career coach Ari Meisel does it.

It does feel a disservice, however, to say Meisel is only a career coach. He’s also an author, speaker, podcast creator, productivity coach, leadership coach, business coach, and entrepreneurial strategist. He’s been featured in The Wall Street Journal, TechCrunch, Refinery29, TEDxEast, and has gained rave reviews from industry leaders.

I asked Ari Meisel for consultancy because my business was phenomenally successful, but the systems and processes we had, we could not keep up with our growth. He not only sorted us out but inspired us to venture into uncharted territory.” – Michael Hyatt, Founder of Michael Hyatt and Company

Basically, Ari Meisel is the authority figure on getting work done effectively so that your business efficiency, personal productivity, and creativity can thrive. To boot, he advocates for processes as much as we do at Process Street!

If you’re interested in making the most of your career – in addition to getting your hands on 5 of Ari Meisel’s processes – all you have to do is read through the following sections:

Let’s get started.

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What is Digital Process Automation? The Essential BPM Evolution

digital process automation
Digital process automation is one in a long list of terms that seems like jargon until you realise just how vital it is to running a successful team.

It’s all about getting rid of the work you shouldn’t have to do.

Specifically, it’s about automating those tasks in order to improve your customers’ experience and the information available to your customer-facing employees.

If someone doesn’t know how to respond to a question, request, or problem, chances are that whatever they need to know should have been automatically conveyed to them before the fact.

Better yet, if you have any prior experience with business process management or even business process automation (which is something different) then you’ll have no trouble implementing a digital process automation system.

So join me to learn what digital process automation is, how to apply it, and to see a list of useful tools you can use right now to start off your efforts.

Let’s get started.

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