The Process Street

SEPTEMBER 27, 2021

For HR managers in charge of onboarding new employees , daily tasks can quickly become difficult to track and overcomplicated. In this article, we’ll show you how our customers manage their daily HR tasks using Process Street. Streamline your daily HR tasks with Process Street. Assign your team. Create new employee file.

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CARET Legal

NOVEMBER 12, 2024

These comprehensive platforms centralize key processes, dramatically improving productivity and organization across all aspects of legal practice. Client Communication : Secure client portals facilitate file sharing and payment processing, elevating client satisfaction. The benefits of this integration are numerous.

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The Process Street

JUNE 18, 2021

“ Employees in a well-structured onboarding program are 69% more likely to remain at the company after 3 years.” 1 out of 25 employees leave their new job due to substandard onboarding experiences. In contrast, a good employee onboarding program can boost employee retention by 69% after 3 years.

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The Process Street

JUNE 6, 2022

That’s why, in this Process Street article, I’m taking you through each stage with a free template. By creating a visual map of employee engagement , it breaks down an employee’s entire experience within your organization: Attraction Recruitment Onboarding Retention Development Separation.

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The Process Street

DECEMBER 17, 2020

You can often spend too long looking for answers to questions like these: “ Which processes in the Sales team run smoothly and which take longer than they should? ”. “ Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular? ”. “ Let’s get started. Let’s get started.

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Attorney at Work

AUGUST 11, 2021

You must rise above your own limitations by building teams, processes and systems that allow you to scale. While he was involved at a high level, he primarily relied on teams of other lawyers to run the day-to-day operations, with processes in place to keep him informed along the way. Work on Your Practice, Not in Your Practice.

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The Process Street

MARCH 17, 2025

Onboarding should foster human connection Most companies treat onboarding as a structured process of paperwork, policies, and productivity expectations. However, according to Jen Bergren , onboarding expert and knowledge management strategist, one essential element is often missing: human connection.

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The Process Street

SEPTEMBER 16, 2022

Employee onboarding best practices are the anchor to stop you from going adrift. The truth is that excellent onboarding leads to 69% of employees staying with you for up to three years. That’s why Process Street has written this article to point you in the right direction. Onboarding tip #2: Have an onboarding roadmap.

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The Process Street

DECEMBER 22, 2021

It was a year of milestones here at Process Street. That’s right, since launching Process Street users have now created more than 1 million workflows on the platform. And since we’re celebrating, we thought we’d share a recap of some more Process Street highlights from 2021. A new product in the Process Street family: Pages.

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The Process Street

JUNE 7, 2021

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. Allow me to introduce Process Street’s Automations feature!

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The Process Street

NOVEMBER 26, 2021

I go straight to my Google Docs templates folder. As a content writer for Process Street , these templates include planning templates, review templates, and templates designed to record my research. Suffice to say, my Google Docs templates are the backbone of my content creation process.

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Rocket Matter

JANUARY 21, 2025

If youre still using old manual processes for document drafting, read on to see how document automation for law firms can change your workflows, client satisfaction, and profitability. Moreover, templates provide standardized output to reduce errors from inconsistent formatting or forgotten fields.

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The Process Street

MAY 25, 2022

Mentoring new employees happens during onboarding , but how can you make the most of it? In this Process Street post, I’m taking you through the mentoring program and how it can be your secret weapon to reduce new hire churn. . When you’re onboarding a new hire , they need to develop a good understanding of your culture.

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The Process Street

APRIL 29, 2022

You could try to rethink your recurring tasks and improve your existing processes. Process Street can show you how that works and give you 8 hiring processes for free. 1: Create an effective hiring process. 1: Create an effective hiring process. To get the best talent, they hammered and trimmed their process.

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The Process Street

APRIL 14, 2021

Yet, as a solution to these business woes, we at Process Street hear a buzz from the Silicon Valley underworld. Tech startups such as Slack, Dropbox, Ziprecruiter, and (of course) Process Street , are recruiting for and building out their Bizop teams. Bizops activities: Maximizing profit, performance, and growth (with free templates).

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The Process Street

JANUARY 4, 2021

Not with Process Street though. Let’s find out together as we go through: Why Process Street would be lost without its customer success team. Why Process Street would be lost without its customer success team. Taken from Process Street’s e-book: “ The Complete Guide to Customer Success for SaaS Companies “).

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The Process Street

AUGUST 20, 2021

That’s why we’ve pulled together a range of the best free SOP templates for you to work from. We’ve included Microsoft Word templates and Process Street ones too. Read through the following sections to get completely clued up: Process Street helps you effortlessly manage your SOP templates.

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The Process Street

MARCH 3, 2021

90% of customers feel that the companies they buy from could do better when it comes to how they experience onboarding. A key component of customer success is making sure your customers are effectively onboarded. In this Process Street article, we’ll dive into: Customer success onboarding best practices.

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Knackly

MAY 9, 2025

While that gives it impressive flexibility, it also means youll need coding experience to set up templates, build logic, or customize workflows. Its particularly valuable in areas like estate planning, family law, litigation, and loan processing, where precision and speed are essential for managing complex legal paperwork.

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The Process Street

MARCH 8, 2021

Glassdoor reports effective employee onboarding increases retention by 82%. “Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%” Now consider the cost of hiring a new employee is between ~ 6-9 months salary (the average salary for a customer success manager in the U.S.

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The Process Street

JUNE 30, 2022

Writing standard operating procedures can seem complicated on the surface, but with some thought, the process can be easy. Consequently, creating processes and workflows will define how your day-to-day activities function. The template adheres to the ISO 9001 :2015 Quality Mini-Manual standards. Create watertight processes.

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The Process Street

MARCH 10, 2022

To make this cost more like an investment for your company than an expense, you want to get your hiring process right. At Process Street , we say you start your recruitment process by writing a solid job description. We’ve also provided you with 14 of the best job description templates for your company. Let’s dive in!

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CARET Legal

MAY 12, 2025

And while succession conversations can be difficult, putting them off only makes the process harder. This creates a smoother handoff process and ensures no details are missed. Templates and Standardized Workflows Custom task templates and workflows reduce reliance on institutional memory.

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The Process Street

JULY 6, 2022

Let’s get straight to the point – you’re probably searching for a policy and procedure template you can use. Moreover, if you want an actionable policy and procedure template, you can find two hand-crafted examples below. In fact, both can be easily edited and updated by you inside Process Street. Policy and procedure template.

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The Process Street

DECEMBER 2, 2020

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. Salesforce uses Process Street for: New client onboarding.

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The Process Street

FEBRUARY 11, 2022

In this Process Street article, I’ll be taking a look at talent management, its strategies, why it is so important, and how you can implement it in your own company. As daunting as such management might seem, I’ve also recommended some comprehensive templates to help make implementing your talent management strategy easier.

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The Process Street

JANUARY 27, 2021

Process Street is a simple, free and powerful way to manage your team’s recurring checklists and procedures. Process Street helps you automate tasks, track progress, and manage documents — plus it integrates with over a thousand of your favorite apps. We’ve been listening closely to our customers, and Process Street 3.0

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The Process Street

FEBRUARY 12, 2021

“ Processes underpin business capabilities, and capabilities underpin strategy execution.” A 2018 survey by BPTrends found that 93% of the organizations studied engaged in multiple process improvement projects. This is because business processes are the life-blood of your organization. Process improvement exercises.

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The Process Street

APRIL 8, 2021

This is where you switch into onboarding mode. In this article, I’ll share my top tips for onboarding new people to a project team. Project onboarding: Getting the team engaged. Project onboarding: Getting the team engaged. Project onboarding: why the project is important. Using checklists for project onboarding.

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CARET Legal

JUNE 10, 2024

So let’s take a look at some of the best processes your firm can automate. Onboarding New Clients: Turn Prospects into Contacts: Seamlessly integrate your firm’s intake forms and retainer agreements to onboard clients faster. Administration tasks that should be automated Getting started is often the hardest first step.

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The Process Street

MAY 9, 2022

To start building employee retention early on, and prevent excessive hiring costs, it pays to focus on a perfect onboarding experience. Here at Process Street , we’ve extensively studied onboarding to help prevent exorbitant costs. One of our greatest successes has been in looking at the recurring tasks involved in onboarding.

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The Process Street

APRIL 2, 2021

You’ve probably got one open for your emails, one for your social media, one for Slack , and another for Process Street ? Allow me to introduce you to our newest feature, built for Slack lovers: The Process Street Slack App. How Sue manages her HR tasks with Process Street’s Slack App. Not with the Process Street Slack App.

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The Process Street

JUNE 1, 2021

Today, 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. You need a process. Automations brings your critical apps together to drive your team’s most important processes.

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The Process Street

JANUARY 5, 2021

At Process Street (if you don’t know our app, it’s state-of-the-art BPM software !) we know how important it is for teams to get items approved or rejected, so that business processes and projects can be completed on time. Supercharge approvals with Process Street’s features. Using approvals in Process Street.

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The Process Street

MAY 27, 2022

This post explains how small HR teams can save time when onboarding. We’re built a bunch of custom HR templates for you to use. Learn how Process Street can make optimizing your small HR team a breeze. This article covers: The biggest challenges your small HR team faces How can your team effectively onboard new hires?

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The Process Street

JANUARY 28, 2021

And when you consider most developers are looking for remote-based work , this makes developer onboarding a whole different ballgame. To help, we at Process Street give you our top tips, tricks, and best practices that’ll help you identify, hire, and retain talented remote developers. What is developer onboarding?

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The Process Street

MARCH 24, 2022

From hiring great-fitting talent and helping with their onboarding, to monitoring employee performance and even resolving any employee conflicts, there’s a lot of ground for HR teams to cover – and in such a short amount of time. At Process Street , we rather like turning dreams into reality. HR processes #1: Pre-hiring processes.

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