At Process Street, we’re proud to rock process management. So much so, we try to encourage a culture of continuous improvement across all of our internal teams & processes.
It’s even in our name.
So how is it that our content team ended up using a process that was in pretty dire need of a redesign?
And not just any process, mind you – the process of processes. The process we live and breathe by. The process that defines everything we do – including this very post. The one process to rule us all.
That’s right: Our blog production process was broken.
We knew it, too. That was the worst part. The entire team was painfully aware of exactly how broken and inefficient the blog production process (BPP) had gotten.
But you know how it is. Redesigning the blog production process became that thing that’s always on tomorrow’s to-do list.
By the time we finally found the capacity to tackle the process redesign project, there were more exceptions to the process than rules – which is not a good process management system at all.
So the question became: How do we redesign a process that is constantly in use without breaking everything?
This is how we did it.
20 Useful Applications of AI Machine Learning in Your Business ProcessesKashish Trivedi
The fear of robots taking over our lives has been a prevalent concern, with over 70% of the U.S. population expressing apprehension, as highlighted by a 2017 Pew Research study. However, while the emergence of a Skynet-like scenario remains uncertain, it's evident that technology, particularly artificial intelligence (AI), is poised to revolutionize various aspects of our daily tasks, freeing us from repetitive and dehumanizing job elements rather than rendering us obsolete. With AI being a strategic priority for 84% of businesses, its implementation has shown remarkable efficiency enhancements, such as boosting sales team productivity by over 50%. The accessibility of AI tools has expanded significantly, enabling practically anyone to leverage its benefits. In this discourse, we'll explore 20 diverse real-world applications of AI, ranging from healthcare and finance to entertainment and government, illustrating its pervasive impact on modern society.
Podcast A Tech Pioneers Vision of Employee OnboardingKashish Trivedi
In the latest episode of Process Street’s Employee Onboarding Podcast, host Erin sits down with Tarek Kamil, CEO and founder of Cerkl, to explore the future of employee onboarding in a world powered by artificial intelligence (AI). Tarek shares insights into his passion for technology and AI, discussing the transformative potential of incorporating AI into the onboarding process. Throughout the conversation, listeners gain valuable insights into Tarek’s journey and the inspiration behind Cerkl, as well as the ethical considerations surrounding AI implementation. Join them as they discuss the exciting possibilities and future implications of AI in employee engagement.
20 Useful Applications of AI Machine Learning in Your Business ProcessesKashish Trivedi
A 2017 study from Pew Research found that more than 70% of the U.S. is scared that robots are going to take over our lives. And, while we can’t perfectly predict the emergence of a Skynet singularity, we can say with some certainty that technology is set to take over the repetitive, dehumanizing elements of our jobs instead of putting us out of work. Artificial intelligence (AI) is a strategic priority for 84% of businesses, and in some cases has been used to improve sales team efficiency by over 50%. Even I’ve used AI in the past to generate hundreds of relevant hashtags for social media posts at the click of a button. It was once the stuff of utopian science fiction and huge enterprises, but now practically anyone can take advantage. For this post, we will dive into 20 different applications of AI in the real world.
Effective Employee Onboarding Insights from HR Expert Leigh Henderson.pdfKashish Trivedi
In the latest episode of the Employee Onboarding Podcast, host Erin Rice engages in a dynamic conversation with HR luminary Leigh Elena Henderson, who brings over two decades of corporate HR expertise to the table. Together, they navigate the transformation of employee onboarding into an engaging, human-centric experience. From Leigh's journey with HR Manifesto LLC to insights into effective onboarding processes and strategies for empowering new hires, this episode offers a treasure trove of knowledge. Whether you're seeking the secret sauce to effective onboarding or keen to explore the potential impact of AI in the onboarding process, this episode promises to revolutionize your approach to welcoming new talent. Tune in and discover the keys to reshaping the narrative of employee integration.
Machine Learning in Business What It Is and How to Use ItKashish Trivedi
Machine learning revolutionizes business by offering effective suggestions, accurate predictions, and advanced analytics, streamlining operations without extensive human effort. It's a process where AI learns autonomously, akin to human cognition, as demonstrated by DeepMind, learning from images and sounds without explicit labeling. This article delves into the essence of machine learning, showcasing its benefits, diverse business applications, various types, and real-world examples. Understanding these facets is key to harnessing its power in optimizing businesses and enhancing customer experiences.
Podcast How to Welcome amp Integrate New Hires From Personal Experience.pdfKashish Trivedi
In Process Street’s Employee Onboarding Podcast, Erin Rice engages with Vicki Ulinici, an HR expert, discussing transformative strategies shaping new employee integration. The episode covers vital onboarding aspects, including pre-boarding's impact and tailored approaches for hybrid, remote, and in-person settings. Vicki shares insights into HR processes, emphasizing engagement, and reflects on her successful onboarding experience. Practical tips for early onboarding success and Vicki's visionary perspective on gamification, AI integration, and cross-departmental involvement define the future of onboarding discussed in this valuable resource for HR and business leaders.
Podcast Onboarding Best Practices from a Digital Nomad CEOKashish Trivedi
Ever wondered if your new hire’s first ‘hello’ could be from a chatbot? Or if that glowing quarterly review could someday be delivered by an AI? Tune in to our latest episode of Process Street’s Employee Onboarding Podcast, where Erin and Max Sher pull back the curtain on the future of employee onboarding, training, and those all-important ‘wow’ moments. Discover why some traditions are worth keeping and where technology could step in to elevate the experience.
Podcast The Wow Factor Rethinking Employee Onboarding amp RetentionKashish Trivedi
In a world where employees are increasingly treated as mere cogs in a machine, new approaches to onboarding can provide a much-needed breath of fresh air, and help to unlock the potential to transform the way companies view and treat their workforce. In this episode of Process Street’s Employee Onboarding Podcast, we’ve got a riveting conversation between Erica Gordon Roberts and our host Erin Rice, who discuss a unique onboarding strategy that doesn’t just tick the boxes but also establishes a deep-rooted emotional connection with new hires.
20 Useful Applications of AI Machine Learning in Your Business ProcessesKashish Trivedi
The fear of robots taking over our lives has been a prevalent concern, with over 70% of the U.S. population expressing apprehension, as highlighted by a 2017 Pew Research study. However, while the emergence of a Skynet-like scenario remains uncertain, it's evident that technology, particularly artificial intelligence (AI), is poised to revolutionize various aspects of our daily tasks, freeing us from repetitive and dehumanizing job elements rather than rendering us obsolete. With AI being a strategic priority for 84% of businesses, its implementation has shown remarkable efficiency enhancements, such as boosting sales team productivity by over 50%. The accessibility of AI tools has expanded significantly, enabling practically anyone to leverage its benefits. In this discourse, we'll explore 20 diverse real-world applications of AI, ranging from healthcare and finance to entertainment and government, illustrating its pervasive impact on modern society.
Podcast A Tech Pioneers Vision of Employee OnboardingKashish Trivedi
In the latest episode of Process Street’s Employee Onboarding Podcast, host Erin sits down with Tarek Kamil, CEO and founder of Cerkl, to explore the future of employee onboarding in a world powered by artificial intelligence (AI). Tarek shares insights into his passion for technology and AI, discussing the transformative potential of incorporating AI into the onboarding process. Throughout the conversation, listeners gain valuable insights into Tarek’s journey and the inspiration behind Cerkl, as well as the ethical considerations surrounding AI implementation. Join them as they discuss the exciting possibilities and future implications of AI in employee engagement.
20 Useful Applications of AI Machine Learning in Your Business ProcessesKashish Trivedi
A 2017 study from Pew Research found that more than 70% of the U.S. is scared that robots are going to take over our lives. And, while we can’t perfectly predict the emergence of a Skynet singularity, we can say with some certainty that technology is set to take over the repetitive, dehumanizing elements of our jobs instead of putting us out of work. Artificial intelligence (AI) is a strategic priority for 84% of businesses, and in some cases has been used to improve sales team efficiency by over 50%. Even I’ve used AI in the past to generate hundreds of relevant hashtags for social media posts at the click of a button. It was once the stuff of utopian science fiction and huge enterprises, but now practically anyone can take advantage. For this post, we will dive into 20 different applications of AI in the real world.
Effective Employee Onboarding Insights from HR Expert Leigh Henderson.pdfKashish Trivedi
In the latest episode of the Employee Onboarding Podcast, host Erin Rice engages in a dynamic conversation with HR luminary Leigh Elena Henderson, who brings over two decades of corporate HR expertise to the table. Together, they navigate the transformation of employee onboarding into an engaging, human-centric experience. From Leigh's journey with HR Manifesto LLC to insights into effective onboarding processes and strategies for empowering new hires, this episode offers a treasure trove of knowledge. Whether you're seeking the secret sauce to effective onboarding or keen to explore the potential impact of AI in the onboarding process, this episode promises to revolutionize your approach to welcoming new talent. Tune in and discover the keys to reshaping the narrative of employee integration.
Machine Learning in Business What It Is and How to Use ItKashish Trivedi
Machine learning revolutionizes business by offering effective suggestions, accurate predictions, and advanced analytics, streamlining operations without extensive human effort. It's a process where AI learns autonomously, akin to human cognition, as demonstrated by DeepMind, learning from images and sounds without explicit labeling. This article delves into the essence of machine learning, showcasing its benefits, diverse business applications, various types, and real-world examples. Understanding these facets is key to harnessing its power in optimizing businesses and enhancing customer experiences.
Podcast How to Welcome amp Integrate New Hires From Personal Experience.pdfKashish Trivedi
In Process Street’s Employee Onboarding Podcast, Erin Rice engages with Vicki Ulinici, an HR expert, discussing transformative strategies shaping new employee integration. The episode covers vital onboarding aspects, including pre-boarding's impact and tailored approaches for hybrid, remote, and in-person settings. Vicki shares insights into HR processes, emphasizing engagement, and reflects on her successful onboarding experience. Practical tips for early onboarding success and Vicki's visionary perspective on gamification, AI integration, and cross-departmental involvement define the future of onboarding discussed in this valuable resource for HR and business leaders.
Podcast Onboarding Best Practices from a Digital Nomad CEOKashish Trivedi
Ever wondered if your new hire’s first ‘hello’ could be from a chatbot? Or if that glowing quarterly review could someday be delivered by an AI? Tune in to our latest episode of Process Street’s Employee Onboarding Podcast, where Erin and Max Sher pull back the curtain on the future of employee onboarding, training, and those all-important ‘wow’ moments. Discover why some traditions are worth keeping and where technology could step in to elevate the experience.
Podcast The Wow Factor Rethinking Employee Onboarding amp RetentionKashish Trivedi
In a world where employees are increasingly treated as mere cogs in a machine, new approaches to onboarding can provide a much-needed breath of fresh air, and help to unlock the potential to transform the way companies view and treat their workforce. In this episode of Process Street’s Employee Onboarding Podcast, we’ve got a riveting conversation between Erica Gordon Roberts and our host Erin Rice, who discuss a unique onboarding strategy that doesn’t just tick the boxes but also establishes a deep-rooted emotional connection with new hires.
10 Powerful AI Marketing Tools to Grow Your Business in 2023Kashish Trivedi
The widespread adoption of artificial intelligence (AI) in marketing has reached a pivotal moment. Nowadays, it’s rare to come across any company, regardless of its size, that doesn’t leverage cutting-edge AI marketing tools to better their brand or business’s marketing efforts. Whether you’re a blogger, an e-commerce entrepreneur, an affiliate marketer, or part of a global corporation, including AI-powered marketing tools into your business strategy is an absolute game-changer. By harnessing the power of AI, you can orchestrate and execute highly impactful marketing campaigns that propel you towards achieving your goals with unmatched speed and efficiency. But we know marketing is a vast space with many different mediums. That’s why we’ve found a tool for every aspect of marketing, from content creation to comprehensive marketing process management. Check it out.
Digital Employee Engagement Unplugged How to Build Remote Culture amp TrustKashish Trivedi
Want to take your onboarding to the next level? You’re in for a treat with our latest podcast featuring Erin and Wristy, who dive into some game-changing approaches to humanizing the workplace and leveling up your team culture. If you’re an HR pro, team leader, or just a culture-curious individual, this one’s for you.
Process Street Helped Leverage Retain Knowledge amp Increase EfficiencyKashish Trivedi
Leverage is an operations consulting firm that helps teams optimize their processes by introducing them to top workflow management tools. One of these tools is Process Street, which Leverage uses for its own daily recurring tasks. The company’s CEO and founder, Nick Sonnenberg, even features Process Street in his book Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. He also made an entire YouTube video talking about Process Street’s benefits. But why is Nick such a strong advocate of Process Street? What has the software done to help him and his team at Leverage? In this article, we will answer these questions.
Podcast #12: Secrets of Globally Distributed Onboarding (Justine Van den Mooter)Kashish Trivedi
In this podcast episode, we interview Justine Van den Mooter from Qwilr about designing an effective onboarding experience. We discuss creating a comprehensive onboarding process for all new hires, regardless of their role or location, fostering manager involvement, and providing a supportive environment for new employees. Justine shares her experience in revamping Qwilr’s onboarding process and highlights the importance of proactive communication, personalized tasks, and maintaining excitement throughout the onboarding period. We also touch upon the challenges of onboarding in a globally distributed company. Overall, the episode emphasizes the significance of a well-designed onboarding process in creating a positive employee experience.
The Best Operations Management Software for Every CompanyKashish Trivedi
Operations management software makes all the difference in the world to organizations in all of their recurring processes. They save time, money, resources, and headaches for all team members by streamlining operations. But selecting the right one for your organization can be a challenge. How do you know what features to look for? How do you compare the different software? Well, lucky for you, we are experts in all things operations and have plenty of advice and recommendations to share. Let’s cut through all the BS and hop right to it!
20 Best Customer Onboarding Software Compare Features Reviews PricinKashish Trivedi
A business is nothing without customers. And customers won’t stick around if they don’t get the support they need when they first start using a product or service. This is where customer onboarding software can help. We understand that customer onboarding is a difficult process to get right. But that doesn’t make it any less important that it does it get done right – from the get-go. We’ve worked hard to address everything our new customers would need in our onboarding process. It’s our goal to ensure we give new customers the best experience possible. And we use our very own product, Process Street, to document this process and create a centralized hub for all customer onboarding knowledge. Here’s a guide to help you do the same.
How Process Mapping Can Streamline Your Business Tips and Best PracticesKashish Trivedi
Process mapping involves visually mapping out all the steps in a business process to identify inefficiencies, improve communication, and simplify processes. It can be done with pen and paper or digital tools. The document discusses the benefits of process mapping, different types of maps, best practices for creating maps, and concludes by encouraging the reader to start mapping their own processes.
5 Best Workflow Tools to Master Productivity in 2023Kashish Trivedi
85% of your company’s data is unstructured. That’s why workflow tools are crucial if you want to avoid wasting time and making mistakes. At Process Street, our mission is to make recurring work fun, fast, and faultless. Hence, our overwhelming desire to create a workflow for anything and everything. You guessed it – this piece of content went through our very own blog production workflow. We see the immense benefits we’ve gotten from using workflow tools in our company. We’ve helped others achieve these same benefits, and now it’s time to help you. You’ve got endless workflow tools at your disposal. But which one is the right choice for you? We’ve done the heavy lifting by sifting through all the workflow tools labeled as the best and found the top 5 that can seriously change the way you work.
If you’re looking for a comprehensive step-by-step process to guide you to an effective and less time-consuming vendor onboarding, you’re in the right place. Process Street has long been managing vendor onboarding processes and developing ways to make them effortless and less stressful. That’s why we know all the challenges firsthand and want to share our knowledge, solutions, best practices, and tips to help you execute efficient vendor onboarding the very first time. And thanks to our free vendor onboarding workflow template below, you’ll soon be on your way to designing the best onboarding experience for your vendors.
50 Powerful AI Tools For Small Business You Cant Ignore.pdfKashish Trivedi
If you’re looking for the best AI tools for small business, you’re in the right place! Running a small business can be challenging, but with the emergence of artificial intelligence (AI), you now have a powerful ally to overcome obstacles and achieve success. From streamlining financial management to automating recruitment, AI tools have become indispensable assets for small businesses. In this comprehensive list, we present 50 cutting-edge AI tools that address all the pain points faced by small businesses (don’t fear, we know them all!). If you’re short on time, here’s a quick list of the tools sorted into categories:
Remote Work Engagement 101 Secrets of Distributed TeamworkKashish Trivedi
Luna Park is an online platform that connects remote teams with social games, icebreakers, and trivia that can be as short as five minutes or as long as 90. Since the pandemic, it’s pretty clear that remote work is here to stay, and that’s something Luna Park’s COO and co-founder Arlen Marmel saw early on. Thus, he was motivated to start the company in January 2021 with Ben Anderson. Having worked as the Head of Marketing and Distribution for Crunchyroll as well as the Director of Customer Acquisition & Retention at Hulu, Arlen is familiar with what it takes to bring people on board and retain them, whether that’s employees or customers. He’s a master at keeping people engaged. In this episode of the Employee Onboarding Podcast from Process Street, Arlen discusses:
5 Onboarding Solutions to Optimize New Hire ExperienceKashish Trivedi
How do you know if it’s time to invest in an onboarding solution?
Are you struggling with making the onboarding process more efficient?
Or maybe you’re tired of spending countless hours training new employees?
Worried about whether they will fit into your company culture?
If your answer is “yes” to even one of these questions, it’s time to consider an onboarding solution that will streamline the process! Enter employee onboarding software – a game-changing solution that can save you time, money, and headaches. With software onboarding, you can automate the onboarding process, making it more agile than ever before.
Agile Workflow Process Everything You Need to KnowKashish Trivedi
Understanding how an Agile workflow process functions is super important if you want to make it anywhere in the tech world since it’s pretty much the standard method of operation. If you don’t understand it, fear not. I’m here to help you. Basically everything you could possibly need to help you get started. Let’s go!
How to Maximize Loyalty with Customer Success OnboardingKashish Trivedi
Customer success onboarding refers to ensuring new customers have a positive experience when starting to use a product or service. It involves several stages like welcome, orientation, training and review. Effective onboarding improves satisfaction, retention, adoption and revenues through increased understanding, expectations and support. However, it faces challenges like time constraints, complex products and limited resources. Best practices include personalizing support, clear expectations, frequent communication and continuous improvement. Tools can streamline onboarding through automation, consistency, data and personalized experiences.
The Best Process Automation Software for Business OwnersKashish Trivedi
Process automation makes better use of your company’s resources. Technology handles the tedious tasks involved in a workflow, which lets employees spend more time on complex work. And with employees not touching this recurring work, the risk of error is significantly reduced. Instead, the software has been set with specific rules to carry out the work in the right way – repeatedly. But these rules need to be carried out perfectly in order to see an improvement in efficiency and productivity. That means the right tool needs to be used. But with the endless lists of process automation software, it can be challenging to know which is the best choice. In this article, we’ve wrapped up everything you need to know to pick the best process automation software for your company.
The Best Process Automation Tools for Small Businesses A ComparisonKashish Trivedi
Process automation tools are capable of automating most of your company’s operations. They also centralize information, making it easy for everyone to access it quickly. Automations can even remove bottlenecks and reduce errors. This page will guide you through the best process automation tools available and help you choose the best one for you.
Customer Onboarding Process Step by Step Free TemplateKashish Trivedi
When it comes to the customer onboarding process, we at Process Street have years of experience. We know the challenges – and love the benefits – of customer onboarding, which is why we’d like to share our knowledge with the public. But that’s not all! Our free template will guide you through the entire customer onboarding process and ensure your customers remain satisfied. And, as we’ll discuss later on, happy customers will not only stick around but will also bring others on board.
Project workflow management requires a ton of documentation. From establishing the desired result and project goals, to determining an accurate deadline, it’s important work. And if you don’t do it right, it costs your business in time and money. But you’re not just gambling with your business’s time and money. You’ve also got to consider your most important asset – your employees. Inefficient project workflow management will have a negative impact on your employee morale. This is certainly something you don’t want to potentially flush down the drain. So, how can you get project management right? DOCUMENTATION. Breaking down your project with workflow documentation will help you get the bigger picture of your project and all variables involved in its completion. We love finding how work can be compartmentalized into a workflow for a streamlined experience, and we’re going to show you how you can do that with your project management.
Managed Services Client Onboarding Simple Process Free TemplateKashish Trivedi
We’re experts when it comes to managed services client onboarding. After all, we’re dealing with client onboarding on a daily basis. But we also understand that getting your clients through this process is not easy. Onboarding clients can be time-consuming and resource-heavy. Designing the right onboarding plan is so challenging that businesses can struggle to create a great experience for their clients. It doesn’t have to be that way. And that’s why we want to share our knowledge and help streamline the process and reduce costs.
Onboarding Checklist Employee Retention in 5 Easy StepsKashish Trivedi
Employee onboarding is extremely important. Hot take, I know. But seriously, with the Great Resignation and the trend of quiet quitting affecting organizations all over, now is not the time to skimp on good onboarding. Just in case you need some convincing, let’s look at the numbers. Data shows us that 20% of employee turnover happens in the first 45 days of the job. Employees are also 18 times more committed to an employer when they had a good onboarding experience. Not only that, good onboarding can improve employee retention by as much as 82%. However, only 12% of employees think their organization has good onboarding. That last number even shocked us and we’re complete nerds for onboarding. But don’t worry, we’re here to help you revamp your onboarding with our favorite tool ever: checklists. This article will go through everything you need to know about onboarding checklists.
10 Powerful AI Marketing Tools to Grow Your Business in 2023Kashish Trivedi
The widespread adoption of artificial intelligence (AI) in marketing has reached a pivotal moment. Nowadays, it’s rare to come across any company, regardless of its size, that doesn’t leverage cutting-edge AI marketing tools to better their brand or business’s marketing efforts. Whether you’re a blogger, an e-commerce entrepreneur, an affiliate marketer, or part of a global corporation, including AI-powered marketing tools into your business strategy is an absolute game-changer. By harnessing the power of AI, you can orchestrate and execute highly impactful marketing campaigns that propel you towards achieving your goals with unmatched speed and efficiency. But we know marketing is a vast space with many different mediums. That’s why we’ve found a tool for every aspect of marketing, from content creation to comprehensive marketing process management. Check it out.
Digital Employee Engagement Unplugged How to Build Remote Culture amp TrustKashish Trivedi
Want to take your onboarding to the next level? You’re in for a treat with our latest podcast featuring Erin and Wristy, who dive into some game-changing approaches to humanizing the workplace and leveling up your team culture. If you’re an HR pro, team leader, or just a culture-curious individual, this one’s for you.
Process Street Helped Leverage Retain Knowledge amp Increase EfficiencyKashish Trivedi
Leverage is an operations consulting firm that helps teams optimize their processes by introducing them to top workflow management tools. One of these tools is Process Street, which Leverage uses for its own daily recurring tasks. The company’s CEO and founder, Nick Sonnenberg, even features Process Street in his book Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. He also made an entire YouTube video talking about Process Street’s benefits. But why is Nick such a strong advocate of Process Street? What has the software done to help him and his team at Leverage? In this article, we will answer these questions.
Podcast #12: Secrets of Globally Distributed Onboarding (Justine Van den Mooter)Kashish Trivedi
In this podcast episode, we interview Justine Van den Mooter from Qwilr about designing an effective onboarding experience. We discuss creating a comprehensive onboarding process for all new hires, regardless of their role or location, fostering manager involvement, and providing a supportive environment for new employees. Justine shares her experience in revamping Qwilr’s onboarding process and highlights the importance of proactive communication, personalized tasks, and maintaining excitement throughout the onboarding period. We also touch upon the challenges of onboarding in a globally distributed company. Overall, the episode emphasizes the significance of a well-designed onboarding process in creating a positive employee experience.
The Best Operations Management Software for Every CompanyKashish Trivedi
Operations management software makes all the difference in the world to organizations in all of their recurring processes. They save time, money, resources, and headaches for all team members by streamlining operations. But selecting the right one for your organization can be a challenge. How do you know what features to look for? How do you compare the different software? Well, lucky for you, we are experts in all things operations and have plenty of advice and recommendations to share. Let’s cut through all the BS and hop right to it!
20 Best Customer Onboarding Software Compare Features Reviews PricinKashish Trivedi
A business is nothing without customers. And customers won’t stick around if they don’t get the support they need when they first start using a product or service. This is where customer onboarding software can help. We understand that customer onboarding is a difficult process to get right. But that doesn’t make it any less important that it does it get done right – from the get-go. We’ve worked hard to address everything our new customers would need in our onboarding process. It’s our goal to ensure we give new customers the best experience possible. And we use our very own product, Process Street, to document this process and create a centralized hub for all customer onboarding knowledge. Here’s a guide to help you do the same.
How Process Mapping Can Streamline Your Business Tips and Best PracticesKashish Trivedi
Process mapping involves visually mapping out all the steps in a business process to identify inefficiencies, improve communication, and simplify processes. It can be done with pen and paper or digital tools. The document discusses the benefits of process mapping, different types of maps, best practices for creating maps, and concludes by encouraging the reader to start mapping their own processes.
5 Best Workflow Tools to Master Productivity in 2023Kashish Trivedi
85% of your company’s data is unstructured. That’s why workflow tools are crucial if you want to avoid wasting time and making mistakes. At Process Street, our mission is to make recurring work fun, fast, and faultless. Hence, our overwhelming desire to create a workflow for anything and everything. You guessed it – this piece of content went through our very own blog production workflow. We see the immense benefits we’ve gotten from using workflow tools in our company. We’ve helped others achieve these same benefits, and now it’s time to help you. You’ve got endless workflow tools at your disposal. But which one is the right choice for you? We’ve done the heavy lifting by sifting through all the workflow tools labeled as the best and found the top 5 that can seriously change the way you work.
If you’re looking for a comprehensive step-by-step process to guide you to an effective and less time-consuming vendor onboarding, you’re in the right place. Process Street has long been managing vendor onboarding processes and developing ways to make them effortless and less stressful. That’s why we know all the challenges firsthand and want to share our knowledge, solutions, best practices, and tips to help you execute efficient vendor onboarding the very first time. And thanks to our free vendor onboarding workflow template below, you’ll soon be on your way to designing the best onboarding experience for your vendors.
50 Powerful AI Tools For Small Business You Cant Ignore.pdfKashish Trivedi
If you’re looking for the best AI tools for small business, you’re in the right place! Running a small business can be challenging, but with the emergence of artificial intelligence (AI), you now have a powerful ally to overcome obstacles and achieve success. From streamlining financial management to automating recruitment, AI tools have become indispensable assets for small businesses. In this comprehensive list, we present 50 cutting-edge AI tools that address all the pain points faced by small businesses (don’t fear, we know them all!). If you’re short on time, here’s a quick list of the tools sorted into categories:
Remote Work Engagement 101 Secrets of Distributed TeamworkKashish Trivedi
Luna Park is an online platform that connects remote teams with social games, icebreakers, and trivia that can be as short as five minutes or as long as 90. Since the pandemic, it’s pretty clear that remote work is here to stay, and that’s something Luna Park’s COO and co-founder Arlen Marmel saw early on. Thus, he was motivated to start the company in January 2021 with Ben Anderson. Having worked as the Head of Marketing and Distribution for Crunchyroll as well as the Director of Customer Acquisition & Retention at Hulu, Arlen is familiar with what it takes to bring people on board and retain them, whether that’s employees or customers. He’s a master at keeping people engaged. In this episode of the Employee Onboarding Podcast from Process Street, Arlen discusses:
5 Onboarding Solutions to Optimize New Hire ExperienceKashish Trivedi
How do you know if it’s time to invest in an onboarding solution?
Are you struggling with making the onboarding process more efficient?
Or maybe you’re tired of spending countless hours training new employees?
Worried about whether they will fit into your company culture?
If your answer is “yes” to even one of these questions, it’s time to consider an onboarding solution that will streamline the process! Enter employee onboarding software – a game-changing solution that can save you time, money, and headaches. With software onboarding, you can automate the onboarding process, making it more agile than ever before.
Agile Workflow Process Everything You Need to KnowKashish Trivedi
Understanding how an Agile workflow process functions is super important if you want to make it anywhere in the tech world since it’s pretty much the standard method of operation. If you don’t understand it, fear not. I’m here to help you. Basically everything you could possibly need to help you get started. Let’s go!
How to Maximize Loyalty with Customer Success OnboardingKashish Trivedi
Customer success onboarding refers to ensuring new customers have a positive experience when starting to use a product or service. It involves several stages like welcome, orientation, training and review. Effective onboarding improves satisfaction, retention, adoption and revenues through increased understanding, expectations and support. However, it faces challenges like time constraints, complex products and limited resources. Best practices include personalizing support, clear expectations, frequent communication and continuous improvement. Tools can streamline onboarding through automation, consistency, data and personalized experiences.
The Best Process Automation Software for Business OwnersKashish Trivedi
Process automation makes better use of your company’s resources. Technology handles the tedious tasks involved in a workflow, which lets employees spend more time on complex work. And with employees not touching this recurring work, the risk of error is significantly reduced. Instead, the software has been set with specific rules to carry out the work in the right way – repeatedly. But these rules need to be carried out perfectly in order to see an improvement in efficiency and productivity. That means the right tool needs to be used. But with the endless lists of process automation software, it can be challenging to know which is the best choice. In this article, we’ve wrapped up everything you need to know to pick the best process automation software for your company.
The Best Process Automation Tools for Small Businesses A ComparisonKashish Trivedi
Process automation tools are capable of automating most of your company’s operations. They also centralize information, making it easy for everyone to access it quickly. Automations can even remove bottlenecks and reduce errors. This page will guide you through the best process automation tools available and help you choose the best one for you.
Customer Onboarding Process Step by Step Free TemplateKashish Trivedi
When it comes to the customer onboarding process, we at Process Street have years of experience. We know the challenges – and love the benefits – of customer onboarding, which is why we’d like to share our knowledge with the public. But that’s not all! Our free template will guide you through the entire customer onboarding process and ensure your customers remain satisfied. And, as we’ll discuss later on, happy customers will not only stick around but will also bring others on board.
Project workflow management requires a ton of documentation. From establishing the desired result and project goals, to determining an accurate deadline, it’s important work. And if you don’t do it right, it costs your business in time and money. But you’re not just gambling with your business’s time and money. You’ve also got to consider your most important asset – your employees. Inefficient project workflow management will have a negative impact on your employee morale. This is certainly something you don’t want to potentially flush down the drain. So, how can you get project management right? DOCUMENTATION. Breaking down your project with workflow documentation will help you get the bigger picture of your project and all variables involved in its completion. We love finding how work can be compartmentalized into a workflow for a streamlined experience, and we’re going to show you how you can do that with your project management.
Managed Services Client Onboarding Simple Process Free TemplateKashish Trivedi
We’re experts when it comes to managed services client onboarding. After all, we’re dealing with client onboarding on a daily basis. But we also understand that getting your clients through this process is not easy. Onboarding clients can be time-consuming and resource-heavy. Designing the right onboarding plan is so challenging that businesses can struggle to create a great experience for their clients. It doesn’t have to be that way. And that’s why we want to share our knowledge and help streamline the process and reduce costs.
Onboarding Checklist Employee Retention in 5 Easy StepsKashish Trivedi
Employee onboarding is extremely important. Hot take, I know. But seriously, with the Great Resignation and the trend of quiet quitting affecting organizations all over, now is not the time to skimp on good onboarding. Just in case you need some convincing, let’s look at the numbers. Data shows us that 20% of employee turnover happens in the first 45 days of the job. Employees are also 18 times more committed to an employer when they had a good onboarding experience. Not only that, good onboarding can improve employee retention by as much as 82%. However, only 12% of employees think their organization has good onboarding. That last number even shocked us and we’re complete nerds for onboarding. But don’t worry, we’re here to help you revamp your onboarding with our favorite tool ever: checklists. This article will go through everything you need to know about onboarding checklists.
Onboarding Checklist Employee Retention in 5 Easy Steps
Process Redesign: How We Rebuilt Our Most Vital Process in Under 20 Hours
1. 1/10
September 19, 2022
Process Redesign: How We Rebuilt Our Most Vital
Process in Under 20 Hours
process.st/process-redesign
Leks Drakos
September 19, 2022
Process Management, Process Street
At Process Street, we’re proud to rock process management. So much so, we try to
encourage a culture of continuous improvement across all of our internal teams &
processes.
It’s even in our name.
So how is it that our content team ended up using a process that was in pretty dire need of
a redesign?
And not just any process, mind you – the process of processes. The process we live and
breathe by. The process that defines everything we do – including this very post. The one
process to rule us all.
That’s right: Our blog production process was broken.
We knew it, too. That was the worst part. The entire team was painfully aware of exactly
how broken and inefficient the blog production process (BPP) had gotten.
2. 2/10
But you know how it is. Redesigning the blog production process became that thing that’s
always on tomorrow’s to-do list.
By the time we finally found the capacity to tackle the process redesign project, there were
more exceptions to the process than rules – which is not a good process management
system at all.
So the question became: How do we redesign a process that is constantly in use without
breaking everything?
This is how we did it.
Challenge: Our most essential process… broke
“No one ever got fully trained on the old workflow. I spent most of my time following up on
tasks that hadn’t been completed correctly – or hadn’t been completed at all – with people
well past the onboarding stage.”
Leks Drakos, Content Editor
Broken processes don’t happen overnight. It’s a slow, incremental erosion that sneaks up
on you.
It’s always the little things that bite you in the ass.
But redesigning a process – even your most vital, can’t-be-taken-offline process – doesn’t
have to be an apocalyptic event. With the right planning, tools, commitment, and – yes,
I’m going to say it – Process Street, fixing broken processes can actually be kind of fun.
You can’t scale if you’ve got bottlenecks
3. 3/10
The main hurdle we encountered was that – while updates had been made to the process
periodically – they’d been more ad hoc than structured continuous improvement. While
that worked well for the short-term, in the long-term view that approach prevented the
BPP from evolving as quickly as our needs did.
For example, how we did things changed over time, as to be expected. However, this
meant several tasks in the process were now in the wrong place.
Since those tasks were required to be completed in a specific order, our team couldn’t hit
their milestones efficiently because we kept hitting bottlenecks.
The original setup worked great in the beginning when both the team and our output were
smaller. But as the company scaled, our output scaled, and – naturally – our team needed
to scale along with it.
Which meant our process did, too.
TL;DR: We needed to scale but our process in its current form created too many
bottlenecks for us to do that.
“Problems would arise from workarounds built into certain tasks to patch over poor process
design choices – choices made when we first designed the process over 5 years ago. This old
infrastructure made it so that some things were difficult to change without breaking things
elsewhere.”
Oliver Peterson, Head of Marketing
Outdated policies & procedures
The old BPP had been around for about five years. There’d been some tweaks and
adjustments in that time, but that just amounted to stuffing unused tasks in the basement
and hoping no one looked too closely.
Even way back when I used the BPP for the first time, a lot of my “What is that?”
questions were answered with “Oh, we don’t use that anymore.”
Fast forward a few years and I’m the one giving the very same answer to new writers.
Except now there were even more policies and procedures we didn’t use.
It got to the point that during the onboarding process, I realized I’d told a new writer to
skip more sections than to complete. Sections, not tasks. We were beyond merely skipping
tasks.
But even though those outdated procedures still hung around, it wasn’t a big deal because
the rest of the team knew what they were and could give new team members a heads up if
necessary.
Because nothing has ever gone wrong when corners are cut. As long as we
overcommunicate, it’s absolutely, 100%, totally foolproof.
4. 4/10
Until it isn’t.
Solution: Reengineer the process… But when?
How do we rebuild a process that is constantly in use without breaking the entire system?
Yeah, we’re back to that question. Obviously, the process needed to be fixed, and equally
so, it needed to be fixed sooner rather than later. Five years of putting something off is a
long time, right?
But the BPP is a process that gets used multiple times a day by multiple people. We
couldn’t just take it offline and keep up productivity.
We also couldn’t rebuild a live process in constant use without creating a tangle of
confusion and bottlenecks.
“It was essential to follow our own advice. We needed a workflow that met the needs of both
the newest team member and the most experienced. If we couldn’t do that, it wouldn’t be an
effective process.”
Oliver Peterson
The Deming Cycle: Plan, Do, Study, Act
Process improvement tools are pretty neat really awesome.
You know it’s true.
We really like the PDSA method. In fact, we have a small shrine devoted to Dr. Deming
and Walter Shewhart (his mentor) in the Process Street lobby.
Naturally, that’s the tool we turned to when it came to redesigning the blog production
process.
Well, that and Google Docs.
5. 5/10
First step: Plan.
Oliver (Head of Marketing) and myself (Content Editor Extraordinaire) both created
outlines of improvements we needed to make in the BPP to facilitate both SEO tasks
(Oliver) and writing tasks (me).
With the combined power of our mental prowess, we merged the two outlines into the
Ultimate Blog Production Process. (For now.)
“Before the process redesign, we just had this list of tasks that needed to be done to publish
a post. It could be really daunting sometimes, but now with individual approvals and
dynamic due dates for each milestone, it’s a lot easier to know if you’re on schedule or not.”
Grace Donaldson, Content Writer
We had our plan, but now what? There was still the problem of when – and how – to put
this plan into action.
Time: 1 hour.
Second step: Do.
Within the Process Street library, you can create separate folders to keep your various
processes organized.
One of the things we do is create a “sandbox” folder for each person at Process Street. This
gives us space to play around with new processes, experiment with process
improvements, and test out new features.
You can also duplicate any workflow in your organization in any folder you have access
to.
You can see where this is going, right?
6. 6/10
We created a copy of the old BPP in my sandbox folder. Now, in the past, I’ve been pretty
critical of Hammer and Champy’s reengineering concept – or rather their claim to
developing it – but overall, it’s not such a bad tactic.
To be honest, I’ve always been fond of the “trash and start from scratch” method. There’s
just something really exhilarating about a blank slate.
Plus, at this stage of the game, it was full process reengineering or nothing.
Being the more impatient of the two of us, I decided this process would be redesigned and
it would be redesigned now.
I blocked out one full workday to go “offline” and – starting from a blank workflow – built
the redesigned process. It actually took about a day and a half in the end to add all the
instructions, images, cool GIFs, and special features but it was a day and a half well-
spent.
From that point, Oliver and I divided and conquered Automations and conditional logic,
which meant we were ready for the next step.
Time: 12 hours.
Step three: Study.
In a traditional PDSA cycle, this step happens in a safe sandbox where it can’t mess up
any existing processes.
We sort of did that, except we didn’t do that at all.
Once we made sure all the Automations and integrations worked, we made the redesigned
BPP live for our writers, which meant they started using it at the start of the very next
sprint.
As a result, the entire team – along with our varying needs – was able to audit the process
redesign and make sure all bases had been covered for everyone from start to finish,
writer to design team.
“I wish I’d had this version for my onboarding. I spent at least an hour-long training
session just trying to figure out the keyword research process – which also had a second
workflow to use. Now everything I need to know is right here in one task. I love it.”
Grace Donaldson
Time: 3 hours.
Step four: Act.
By the end of the sprint, we had a list of improvements to make to our process. The only
thing left to do was implement those changes.
7. 7/10
And then start the cycle again.
“Every time I redesign a process, I think: Why did I wait so long to do that? I could’ve had
so much extra time if I’d just done it x amount of time ago.”
Leks Drakos
Time: 5 minutes.
Results: A process that works; a team that’s productive
I don’t know if you’ve been counting, but all-in-all it came out to 16 hours and 5
minutes for a beautifully redesigned process – with zero downtime for the team.
In fact, they didn’t even know about it until the new version went live.
“The new workflow is so much less intimidating than before.”
Grace Donaldson
We merged 3 separate workflows and still reduce the number of tasks by nearly 75%. With
one workflow alone containing more than 120 tasks, that in itself would have made the
process redesign totally worth it.
But we also:
Removed redundant reviews and included clear instructions for the remaining ones.
Reordered tasks into a more linear and logical flow.
Quality control checks when the writers and designers actually need them.
Increased efficiency and reduced bottlenecks by 98%.
Created a happier, more productive team that actually got to enjoy their jobs again.
8. 8/10
“Sometimes you can be in such a rush to complete these tasks and get to the writing part
that things get lost, but this new system makes sure that doesn’t happen.”
Grace Donaldon
The result is a more efficient, streamlined process that our team is able to use without
making those mistakes that happen when a process only lives in your head.
It also means that bottlenecks don’t happen when the one person who knows exactly how
to do something is busy or out of the office because we have clear process documentation.
Clear documentation improves knowledge spread which increases transparency and
allows your team to work at their full potential.
When you don’t have a standardized process, you aren’t able to standardize your results.
Over time, you end up with slight deviations in how people do things. Eventually, those
deviations become normalized. Once that happens, any hope of consistent and reliable
results is totally out the window.
Get a free Process Street account and take control of your workflows today
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Future: Continuous assessment & improvement
“It’s weird having enough time to do my actual job.”
Leks Drakos
A while back, a colleague at another company and I were gossiping about processes. Yes,
we seriously do that.
His company had standardized processes – and good ones, from what he described – but
no one used them consistently. Some employees followed the processes religiously. Some
didn’t even know those processes existed. Some still used outdated processes and some
didn’t use any processes at all.
My colleague was one of the latter and I have to admit I questioned our entire friendship
in that moment.
When I asked why, he shrugged and said, “It’s worked so far.”
So far.
Those two little words are just about as dangerous to your company as the word yet.
You’ve managed to get by with a broken process so far. You haven’t needed to redesign
your process yet.
9. 9/10
But you will.
You can either be proactive about your process redesign or you can keep putting it off
until your system does crash.
Trust me: Process redesign is a lot easier.
“The team doesn’t need me to micromanage them. Using things like approvals and dynamic
due dates lets me stay involved in their progress without getting in their way. I’m able to
support them more and support them better.
Oliver Peterson
Watch Video At: https://youtu.be/Ow0086yLROw
What are your process redesign obstacles? Any tips and tricks? Let’s talk about it in the
comments!
10. 10/10
Leks Drakos
Leks Drakos, Ph.D. is a rogue academic with a PhD from the University of Kent (Paris
and Canterbury). Research interests include HR, DEIA, contemporary culture, post-
apocalyptica, and monster studies. Twitter: @leksikality [he/him]
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