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Reviews (1-7 of 7)
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February 25, 2020
Process Street is used by our finance department. Previously it was used for month-end close processes, but that need has outgrown Process Street. We still use it to track the process for onboarding new employees within the finance department. We leverage the integration with Zapier to receive notifications from our recruiting department when new employees accept their offers.
- Repeatable templates.
- How-to/process documentation.
- Navigating the user-interface.
- User permissions.
February 24, 2020
We currently use Process Street to map out our Order-Fulfillment process and then to complete the process. There are a number of steps in the process that have to be completed for each order and Process Street helps us to clarify the steps in the process and makes sure all steps are completed consistently for each order.
- Easy to document work processes/standard operating procedures.
- Easily see how much of a process has been completed.
- Some of my processes require sending a templated email. I currently jump into my email client for that. I would like to be able to easily trigger that email from Process Street.
Process Street is a great tool for process management, and it has helped me move from disorganized thoughts in my mind to clearly outlined processes that my team can follow. I am able to brainstorm the steps of a process and then test that process easily. It has saved us hours of work by being able to streamline processes and identify redundancies and missing items or steps. It also allows for automation.
- Easily outlining processes.
- Automation of processes through templates.
- Maybe an app would be helpful.
February 22, 2020
It is mostly being used by my position as a live-action digital checklist system. We ran into the issue using paper checklists that once the checklist was out of sight, it was hardly checked back in with and things were missed. There was also no way of knowing if everything had been completed unless it was checked.
- Overview view is helpful to see a timeline of progress.
- Checklists are easy to manipulate and customize to exactly what you need to see.
- If you had the ability to drag tasks around in a nonlinear way, it could be a cool creative feature. An example is to have a subtask next to another that says N/A if the task wasn't executed because it wasn't applicable.
- Inbox tab can be overwhelming but that may just be the style in which I built my checklists.
I'm using Process Street to create procedures during marketing to clients and stay on top of web design projects. It's used solely by myself as I'm a single member, LLC. Staying on top of procedures is important to proper project management.
- It's a great UI.
- Learning the app is easy with tutorials and guides.
- It can be rough on people not used to a saas like this.
- The UI greatly improved, so they solved this con.
February 15, 2020
Currently, process street is only used by the Customer Success team at my company. We use it for a few purposes:
1. Organize our onboarding process for both new partners as well as renewing partners.
2. Organize our ongoing outreach plan for all partners.
3. Send questionnaires to partners.
4. Organize notes for our mid-year check-Ins.
Prior to Process Street, we had other systems in place for most of these tasks but we did not yet have an ongoing outreach email plan.
1. Organize our onboarding process for both new partners as well as renewing partners.
2. Organize our ongoing outreach plan for all partners.
3. Send questionnaires to partners.
4. Organize notes for our mid-year check-Ins.
Prior to Process Street, we had other systems in place for most of these tasks but we did not yet have an ongoing outreach email plan.
- Support. We love Anne!
- Really easy (and weirdly fun) to build out lists and create emails.
- A bit buggy.
- Don't love the way the inbox is built.
I implemented Process Street as a way to standardize our training across various trainers and classes to ensure that nothing is missed and to allow for easy implementation of process changes. As I moved from training manager to operations manager, I continued to utilize Process Street to standardize other processes within our organization and have found it to be an incredibly useful tool. I continue to find new ways to utilize this software and plan to continue to integrate it into additional facets of our internal processes.
- Easily assign users to checklists.
- It standardizes process and ensures that items aren't missed.
- More complex conditional programming.
- Utilizing variables in more places to allow for a more complex and tailored experience.
Process Street Scorecard Summary
What is Process Street?
Process Street in San Francisco offers their application which allows teams to create simple recurring checklists, collaborate around them and track as they’re completed.
Categories: Workflow
Process Street Technical Details
Operating Systems: | Unspecified |
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Mobile Application: | No |