How To Document Client Processes (Without Losing Your Mind)

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Now we come to the heart of our consultant’s guide to Process Street – how to document client processes and deliver them as efficiently as possible.

This is your bread-and-butter in any BPM software, and by weighing up the pros and cons of the various ways you can manage business processes, you’ll be able to see what best fits your company and customers.

I’ll be detailing the method, advantages, and disadvantages of:

  • Documenting client processes in your own Process Street organization before handing them off
  • Setting up a new organization in the app to later hand off the whole thing
  • Accessing and working inside a client’s existing Process Street organization

I’ll also be covering the various options for actually documenting client processes (such as using new or premade templates), collaborating with clients to get the best results possible, how to hand off business processes, and when to set up integrations with other apps.

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