What do you do if you don’t have the time or know-how to document and improve your processes?
You hire a business process consultant of course!
While we’ve talked endlessly in the past about why processes are important and how to manage your own, hiring a business process consultant lets you reap all the benefits without having to spend an age assessing your organization and talking to every last employee involved.
So, if you want to organize your processes and bring efficiency to your business but don’t have time to do it yourself, read on!
You know how important documented processes are already.
They allow you to repeat successes, avoid recurring failures, and all but eliminate human error from your client’s operations.
Unfortunately, doing this with software like Office 365 is like eating soup with a fork – it’s possible, but far messier and more difficult than it needs to be.
Process Street has been built from scratch with the sole purpose of letting you easily and effectively document, manage, and track your processes, and so it doesn’t suffer from the same problems as the traditional software solutions like Microsoft Word.
With this free guide, you can become a true power user and effectively manage your processes, and even earn extra money by referring your clients.
Lately, we’ve been diving deeper than ever into the real problems companies face while scaling and systemizing their businesses. Whether that’s failing to understand why processes are important, being clueless about how to create processes, or being unable to police process adherence, we’ve covered a lot of ground on our blog. One thing we were short of, however, was the insight of hardcore process experts, real businesses, and our readers.
I got in touch with Jerilynne (better known as MamaRed) Knight, a process consultant of 30 years and an experienced Process Street user. After reading an extremely insightful comment of hers on Ben’s article about operations manuals, I interviewed her over the phone for well over two hours and learned more about the way processes work in the real world than I have from the books or articles I’ve read since joining Process Street in 2015.
Jerilynne has worked for clients of all sizes, from a company of just 10 employees to huge American corporations. What links every company she’s worked with? They waste resources because of grave inefficiencies, and then get concerned about spending money to fix their problems.
“Documented processes are a proven way to make businesses more efficient, but often they don’t want to listen. I remember one executive saying “I don’t know why we have to do this shit. No one reads it”. I leaned forward right up into his face, and I said “do you want to know why people don’t read that shit?”. I told him that people check out the process manual and find it’s too difficult to read, or that processes aren’t applied in a way that slots them into the way people expect to work. There’s no taking shortcuts when it comes to processes.”
In this article, I’m going to share with you a vast wealth of insight, experiences, and tips for improving business efficiency. Here’s some of the most deadly process mistakes to avoid.
You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.
A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.
Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:
There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.
Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.
After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.
To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:
Scheduling a recurring daily routine
Tracking your employee onboarding
Surveying your email list or clients
Automatically managing customer data in Salesforce