Task Permissions: How to Create Secure, Flexible Processes

Task Permissions
Yahoo! lost $350 million to their sale price after the reveal that a security breach had caused 3 billion accounts to be compromised. They learned the hard way that if you have sensitive data you’ll also need measures to protect it.

You need an easy way to secure your processes without providing extra hoops for your team to jump through and get confused over.

That’s why we here at Process Street let you set task permissions in your checklists.

This feature lets you hide tasks from viewers with variable permission levels within your checklists. You’re left with a checklist that shows different tasks to different people based on what you think they should see.

The best thing? It solves your security and clarity issues while providing a singular location for your data to be stored, making it easy to review.

Enough dilly-dallying, let’s get to it!
Continue Reading

Project vs Process: What’s the Best Form of Management for Me?

project vs processWhen it comes to managing what work gets done, we’re often faced with a choice: is this a project, a process, …or both?

Different tasks need different approaches.

You need multiple techniques in your skillset and understanding the difference between projects and processes, and how this impacts on work, makes for a very useful tool.

In this Process Street article, we’ll look at:

  • Project vs Process: What’s the difference?
  • What is a process?
  • What is a project?
  • The principles of process management
  • How projects can become processes
  • Get started with process management today

Continue Reading

Business Process Reengineering: What to Do If Your Business Is Failing

business process reengineering

Business process reengineering isn’t useless jargon or management gone mad – it’s a vital aspect of any business that wants to adapt, improve and survive.

Whether you’ve discovered a new tool that revolutionizes the way your processes work or you’ve realized that a process is being ignored to the point of being useless, this is the perfect way to get your team back on track and performing at their best.

Read on to find out:

  • What business process reengineering is
  • Why (and when) you should bother with BPR
  • How to use BPR (with detailed instructions)
  • How famous brands have used BPR to radically improve their processes

Continue Reading

What is BPM Software? The Best Business Process Management Software (BPMS)

best bpm software

This is a big blog post about Business Process Management software (BPMS).

If I’ve succeeded in doing what I set out to do, this article should provide pretty much everything you could ever need to know about BPM software.

At its core, the article is built around the following pillars of BPM software:

I have tried to distil the information in this article to only the most crucial elements, and many sections have been abbreviated where they deserve entire articles to themselves!

Thankfully, where necessary I have provided links to supporting material where these concepts are expanded upon, should you be interested in delving deeper.

Continue Reading

9 Powerful Workflow Examples For Smart Teams in 2019

workflow examplesThis article is a guest post from Victor Ijidola – a B2B + SaaS content marketer and copywriter. My work has also been featured on Entrepreneur, ConversionXL, Neil Patel’s blog and so on. Need B2B or SaaS copywriting and content marketing services? You can contact me here.

What makes a team smart?

Several things do, but powerful workflows are one critical ingredient which makes teams smart.

Teams that use workflows don’t set goals and simply hope to reach them; they create checklists (workflows) to make sure they reach their goals.

No wonder 50% of businesses that use workflow management systems say the results are substantial.

It’s incredible.

Teams that use workflows are super organized and able to perform daunting tasks — no matter the long processes involved.

But what types of workflows should you be using this year?

It’s different for every organization; workflow systems are not always one-size-fits-all. But these nine Process Street workflow examples should give you inspiration for how you can build important systems to run your business with.

Our workflow examples:

  1. Employee onboarding workflow
  2. Customer support workflows
  3. Customer onboarding workflows
  4. Content marketing or writing workflows
  5. Podcast publishing workflows
  6. Request and approval workflows
  7. Travel workflows
  8. Content promotion workflow
  9. Standup meeting workflows

Continue Reading

How PocketSuite Use Process Street to Save Money & Grow

PocketSuite Case Study

PocketSuite is a smartphone-based booking, payment, and client management toolset for solopreneurs, which seeks to empower business owners while streamlining the customer experience via SMS communication.

We spoke to Ilya Ornatov, head of growth marketing at PocketSuite to find out how they use Process Street every day to drive down costs, save time, and grow business.

Continue Reading

A Practical Guide to Increase Productivity with Process Mapping

process-mapping

Process mapping is a useful tool for what can be summed up as “seeing the big picture and little pictures at the same time”.

That may sound silly to you, but that’s really what it is.

The primary benefit achieved from mapping out your business processes is that you can accurately evaluate each of the steps needed to complete a certain workflow, while understanding exactly how each of them interacts with one another and contributes to the process as a whole.

This ability to evaluate all aspects of a process helps managers identify constraints, opportunities for improvement, and formulate strategies to implement changes without disrupting day-to-day work.

But how do you go about ensuring that the time and effort you put into constructing these maps translates into improved performance?

That’s the question we’ll be tackling in this post.

Before doing so, however, we must acknowledge that there is a huge range of complexity when it comes to methods for process mapping. If you are a small organization it can be as simple as drawing it out on a whiteboard, whereas enterprises use sophisticated mapping software tools like Appian and Lucidchart.

This point regarding complexity and different kinds of process maps leads us to another important sub-topic that needs to be addressed early on – the difference between process mapping and process modeling.

Continue Reading

21 Best Business Podcasts: Process Street Team Picks

entrepreneur podcasts

Podcasts are like hacks for your everyday life. They allow you to passively improve your knowledge and gain valuable insight into almost any topic you could imagine, whilst doing pretty much anything.

All of that time spent walking to the store, commuting to work, preparing a meal, working out; it’s all time you could be utilizing to improve yourself and your business.

This article is a selection of the best business podcasts from our team at Process Street; we’d recommend them to anyone looking to devote themselves to self improvement, stay sharp and keep pace with the cutting edge of business trends and insights.

Continue Reading

9 Tips to Improve Sales Process Adoption in Your Organization

sales-process-adoption

We all enjoy coming up with solutions. Unfortunately, if the solution needs to be internalized by a group of people to improve team execution, it can be a frustrating and time-consuming effort to get everyone on board.

Let’s say you have clearly identified that a process inefficiency is causing a bottleneck in sales productivity, and have built a solid process to address the issue. You’ve got the green light from senior management, they think it looks fantastic and can’t wait to see the impact it has.

Now, the real work begins – communicating the value of the process to your sales team and convincing them to implement it in their day-to-day work. Not as easy as it may sound.

Well, in this post I hope to relieve you of at least some of the stress that comes with sales process adoption by highlighting 9 tried and tested tips that will address 2 key obstacles you’ll face:

  1. Convincing sales reps that the process works and helps them achieve their sales goals.
  2. Providing the tools that enable reps to easily integrate the process into their day-to-day activities.

Successfully tick both those boxes, and you will be well on your way.

Let’s get started.

Continue Reading

Process Street Best Practices: How to Name Your Form Fields

form-fields

There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.

Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

Continue Reading

Get a free Process Street account
and take control of your workflows today.

No Credit Card Required