It helped me to organize and to have all my information, forms, etc. in one place. The blogs, webinars, support and podcasts have also helped me with organization and growth of my business. Our rep has given me a lot of tips on what I need to do to use it more effectively. Every time I talk to him, I learn something else. I'm looking forward to actually creating a real template to run as a checklist on my staff trainings which we do every week. I hadn't even considered doing that until he mentioned it. He's helping me to run my business more effectively.
I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team!
My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software.
We're not your typical tech or online company using SaaS systems to run and manage their business - we are a veterinary company with remote users in multiple cities, and using SaaS software in our industry is rare. This is compounded by the fact most in our industry are not technically savvy or experienced - so computer systems have to be VERY simple and easy to learn and use.
What we do have in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016).
We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it.
Until Process Street.
The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc.
But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them.
Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization.
- Very intuitive and easy to learn for even the most tech illiterate users
- Magical interface that is constantly being refined and enhanced
- Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app)
- Very clever features that rely heavily on APIs and other apps to extend it's benefit and value
- Highly responsive service and support that tries to bring solutions
- Regularly releasing GREAT new features and enhancements that add more value
- There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies!
- It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street
- sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!)
Process.st has made a world of difference in the work of everyone in the office at my job. I work in the social services field at an organization that has a fixed income and a fairly high turnover rate for staff.
From the fixed income standpoint, Process.st offers a ton of features at no cost to my entire team. This has given me the ability as the office manager to have confidence in my employees and be able to spot check them as I have time. Any organization w/ a fixed income truly needs to make the most of what they have, and Process.st allows us to do that. We serve ~60 people at my location and we need to keep many many many documents up-to-date and maintain consistency in the way we do things. Thanks to Process.st for making it so much simpler!
From the staff turnover standpoint, Process.st lets me create processes for others to follow. This is a giant aid in training new staff because I can run some checklists and have them learn while being productive. This has lowered the need for my involvement in training and therefore given me more time to be productive on my own work.
Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others.
Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful!
Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen.
We are a digital publishing company with a remote team of 10 scattered across the globe. In order to maintain consistency (or at least try) across our platform it is imperative that we have processes in place so that all team members can work together.
The deep integration between Process Street and Zapier has made it the most valuable tool in our business.
We try and keep our team within the Process Street interface is much as possible to follow checklists and add data to forms. Then we use Zapier to manipulate that data and push it around to the other third-party apps that drive our business.
We have just scratched the surface in terms of what is possible and as the team at Process Street continue to roll out more features (like task-based assignment) this tool will just become more and more valuable.
And their customer support is truly outstanding.
Our business would be screwed without Process Street.
The ability to trigger Zaps based on the completion of individual tasks or entire checklists and the form fields functionality they have built allow us to maintain consistent data entry across our remote team and multiple third-party tools.
At this stage I cannot assign individual tasks within a process to various team members, however I am of the understanding that they are working on this.
For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas.
Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile than MS Word or Wordpress, allowing you to import different media types with a click.
There is something relaxing as well as productive about the way this tool is designed.
You can export processes to delegate a complex series of tasks to someone via email and make it look easy.
It is well-priced for what it offers - a tool that can have a real impact on the way you run and grow your business. Support so far has been excellent.
Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches.
Inability to add certain formats is annoying at times e.g. tables
I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue!
It has allowed us to standardize the way things get done, and document processes that are repetitively done with our customers, so we can scale our staff and get people productive a lot faster than traditional hiring and training. We love Process Street!
I love that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!!
I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account.
We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well.
Process street has allowed me to take ideas in my head and get them out so others can test and improve. It's incredibly powerful and useful for the procedural task. I love how easy it is to use and the team at Process.st are always making solid changes. Couldn't do my job well without it where systemizing tasks is a priority and iterations are a mandatory part of a numbers game.
Great UI experience, friendly support, and feature-rich. Intuitive, super easy to use, and professional. Extensive tutorials and examples of use. Share your systems and repeat tasks without error. Collaborative workflows and procedure documents created in moments. Ability to schedule is a life-saver. All changes are auto-saved.
No option for sub-folders. No mobile app yet but I imagine it's on the way. Honestly not much to complain about with this product. Developer is on top of it and very forward-thinking.
Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St!
The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress.
The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed.
Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.
There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.
Overall Process Street has completely redefined our training process and has allowed me to significantly streamline our process. It has allowed me to eliminate webforms for reporting trainee info, checklists, and quiz/test scores. Unfortunately, I found Process Street after I devoted literal days to coding googlesheets and webforms to track and sort all of the data but better late than never!
I manage training at my company and have found it difficult to maintain a consistent and standard process between trainers. Steps in our training may be skipped or lost between hand offs from one trainer to the next. Checklists would be checked off as complete at the end of each week regardless of any missed steps.
Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template.
Everyone who has used this new process has loved it and I've found that I very rarely need to prompt anyone to complete any steps.
I'm still learning my way around the conditional logic and the use of variables so this could be user error, but I would like to use this system to track the names, information, and documents of my trainees in each class. It's a little cumbersome to do that with the current options.
For example, I created a drop down to select the total number of trainees in a class, up to 6. I then created 6 tasks - 1 shows for 1 trainee, 2 for 2, etc. When reporting names, info, and files in an email the generated email includes the variable callouts for each missing trainee instead of being blank.
I've used this app to help set up meeting structures with my team. We have a set checklist of items to talk about on a regular basis, and this app helps us to move through them together, with visual aids and reminders, with checklists, and more, in a way that we choose.
I also use it for repeating processes in my own planning, journaling, and decision making. I've taken checklists from personal development speakers and writers, and broken their ideas/suggestions into tasks. With Process.St, i can set them up with reminders, visuals, and videos in ways that help me cruise through these tasks to get the results smoothly and easily.
The ability to quickly edit and customize a process is very helpful. The development team has also been very helpful and responsive.
Not much - it's clean, it just works, and the team seems to be focused on improving.
Ah! I know - there's no mobile app yet ;-)
This software has way more things than the ones I have described.
It is well worth checking and evaluating all the benefits you can get from using it yourself.
Your company will definitively benefit from it, so it is a must for everyone.
With process street you can manage tasks, and while at it you can assign them and create documentation related to the processes
It is a workflow and process management software that provides a simple and powerful way to manage recurring checklists and procedures in the business.
with a simple interface it lets you create structured documents in seconds, with drag and drop functionalities that make it easy for anyone to use.
As a user, you can quickly create and assign checklist workflows to your team and track activity from the dashboard and get notified when tasks are done.
There is nothing not to like.
It is a lot of information to start with however, they over deliver (never a bad thing really) information on how to use their system, samples, advice, instructions. So the problem here is there is too much if you are just starting out.
It is always best to have one path so users can see the basics and then give access to everything else (just my opinion)
We have a micro business, so custom software is out of our price range. The software made specifically for our industry doesn't deal with checklists or have the ability to allocate tasks to other members.
I've tried a lot of other software to do what ProcessSt does this it is the first one that everyone in the office likes and USES; one of our staff members is not very good with anything computer related however she loves ProcessSt so that alone makes it a winner.
- been easy for us to set up as we need it and use straight away.
- made systemising our processes possible in the limited time we have, which has made it possible for us put people who are new to our industry to work in a useful way very quickly
- sped up many of our processes by being able to click links, download forms, and send template emails directly from the task at hand (faster for everyone using it, and easy for new staff to pick up).
Occasional dropouts. Due to updates I presume. They happen in the middle of the day but as we're in Australia, I suspect these are happening at night with the majority of their customers in mind.
I use Process Street with my husband. We usually use it to save our courses and to give access only to certain people. It's kind of personal Udemy. You can upload videos, documents, images and text. You can also chat online based on the stuff loaded on Process Street.
What I like is that you can have online access to your documents, easily organize the items, and watch the video and leave comments. I assume that Process Street is also useful to give access to internal procedures in a company, although I did not use it for this. The application can also be integrates with many other organizational applications to keep track of what you are doing or what changes you make and downloading documents from here.
I would have liked it if the folders had a picture and a brief description. I mean not to be exactly like the documents from computer, plain.
Versatile. Customizable. Powerful integration with other apps through Zapier. Excellent tutorials and instructions. Outstanding blog posts with broad range of business advice and perspective. Very, very impressed with this product and the way it has developed over the last couple of years. We use it every day and continue to see ways that it can help improve our company. Highly recommended.
I don't have any critical feedback, really. Offering more flexibility with rich text formatting on outgoing emails, and the ability for emails to contain GSuite email signatures of the sender by default would be a nice-to-have, but this is a really minor item.
My company has used the process street for over a year now and it is fantastic! It is a great way to keep things organized amongst our team and an excellent time saver. We no longer have to rely on and overfilled large calendar to decipher what tasks need to get done on a daily, weekly, monthly and yearly basis. It is all in Process Street! The ability to communicate with team members throughout completing a task is key less confusing emails since you can go directly to the task you are referring to and look at the comments!
Organized, easy to use and a great way to communicate with your team and keep everyone and everything on track!
If ever the free version becomes unavailable, this would be a con as it is a large expense.
Process Street completely transformed the way we do business. We were struggling to scale up our client base and business due to lack of a way to ensure consistent and complete servicing. Thanks to Process Street, that is now a thing of the past. Its advanced logic features enable customisation of generic templates to suit particular customers' needs, without losing the robustness of having a standard template to baseline all customers against. I am more than delighted with Process Street!
-Enables standardisation of processes across multiple locations, and multiple employees.
-Easy to set up
-Dynamic and scalable
-Fantastic value for money
-Should incorporate ability to evaluate individual performance periodically (i.e. enable aggregating of tasks done, and assignment of values to tasks, so that it becomes a performance management tool).
The Net Presence Team is a virtual team of over ten members on five continents and seven time zones. During any given quarter we have between two to five interns. Everyone working online! How do we maintain consistency in the process and the quality of the services we provide our clients? Workflow documentation of course.
Over the years we've tried numerous tools and web based services. They were usually too complicated, more akin to creating an automated process or interactive flow chart than a living document.
One of Process.st's strengths is its simplicity. With a simple framework and a limited number of features, you can create detailed workflow or process checklists. Think of the 'C' programming language as a model! Process.st supports embedded media, graphics, video and audio. You can also attach documents for downloading, MS-Word, RTF, PDF or graphic files. You can even insert email forms. Finally, if you prefer, you can transform the entire document into a lead generator by obligating the user to share their contact information before they can download or email themselves a copy.
On the other hand, if you are looking, not for documentation that is easy to create, but some form of interactive rule driven automated process, Process.st is not for you.
The product is still in its youth (definitely not infancy but not yet mature). We anticipate constant improvements in interface and features as the development team receives more and more feedback from the field. So if you are looking for online documentation either for in-house use or as guides or checklists for your clients - you'll be doing yourself a favor by spending some time evaluating if Process.st meets your needs.
If ending the constant degradation of your business as it grows and as you employee new people to do what you used to do you must have tools that give your new staff all the good stuff that was running around your head an made your business grow.
It is completely unrealistic to expect employees to remember all the things that are instinctive to you.
process street empowers you to communicate all this stuff and constantly update the Policies and procedures as any new conflict event happens to help reduce re -occurrence.
Its very easy to learn.
Great interface .
Process Street is updating constantly and are good at listening to user feed back.
Nothing really to put here other then the fact that the billing and user configuration area really needs improving so that Admin has better controls over who should be Professional account holders.
Document management and sharing between the teams.
Process Street application is the best tool that is available so far in the market. We can store our project information like documents just at one place and share them with the team members. It is the most versatile tool having the bunch of smart features that will assist you in project management. Easy set up and integration with your other document editing tool.
There still need to develop a mobile application of Process Street as in Today's world mobile phones are becoming also the part of businesses.
I was put in charge of a project for the company I am working for to organize a sort of training platform to bring new employees up to speed with company procedures and operation processes.
Having process street recommended to me by a business professional, I began to dig through it and learn how it functioned. I was thoroughly impressed by the capacity that Process Street allowed a user to input information with ease, collaborate with others, and create an organized, bullet point-style checklist to outline tasks.
Process Street is a very useful tool to collect your thoughts and, lay out a step-by-step pathway to success.
- Price: Free with unlimited archiving. Archiving allows for clutter-free homepages too!
- Clean Cut: The overall design is pleasing to work with and represents the creativity as well as the business professional clarity, that Process Street offers.
- Ease: The learning curve is low, and the ability to use this platform is quite simple
One thing I found that was an inconvenience was when I would want to put in a new image in the beginning of a template but had already filled it with multiple text, image, and video blocks. This would require me to drag it upward, which typically isn't an issue, just time consuming. However, I couldn't simply drag it upward and let the screen fly by, I had to continually "shake" the image upload block upward to keep it moving. Just something to look into, and possibly inserting other files like media files directly into spots on the template instead of automatically on the very bottom of the template.
I spent a lot of time trying to find a way to quickly and easily document a process, then have the ability to execute it repeatedly AND modify it at any time. Process.St does all of that and does it very, very well. Been using for about a year and absolutely love it.
Not much to dislike - great interface, functionality. I really can't think of a single complaint and I use it daily.
Let's be frank: only companies who have great processes running smoothly will survive. Having a tool that captures this and shares your checklist with your collaborators are really what a company needs. Well, I study many process tools and BPM techniques. TL;DR
Process street strips all complexity and goes directly to the essence of a process, checklist: easy deployment, easily changeable and very collaborative and integrated with the tools you already use
Ease of use
Integration with your tools via zapier
Drag & drop editor
Not having an app yet to manage in a mobile way
Beautifully simple and responsive. I've used it for new team member onboarding for a year and a half and Process Street helps me avoid a sea of onboarding process documents.
Easy to get others using it and helping modify checklists since it is so simple. That's been important for us since we can rope in several areas of expertise directly, bypassing a painful email back and forth game for each step of our process.
Not ideal for database. I use our process checklists as records of onboarding once each team member becomes fully functional, and there aren't many ways to organize archived checklists. Needs more report generation options as well.
I don't skip any steps anymore.
Even if you're not at a point in your business where you're ready to work with a team, you should be documenting your processes. How do you onboard clients? What does it take to get a blog post written?
Thinking about those things, the things that you don't even think about when you're doing them, will do SO much to bring you out of the weeds of your to-do list, and you'll be creating repeatable to-do lists, which is step one toward franchising yourself.
I wish the due dates were dependent on the other tasks on the list. Right now, you can only make things due x days after you run the list, but I wish it triggered after something else was done, then it could email me. "Hey, the post has a title. Now it needs an image."
The other thing I wish is that you could use it for a to-do list, then have the things that need to be done RIGHT NOW save for future reference when you're out of the weeds and can turn your to-do list into a variety of processes.
The learning curve is easy, and the product is amazing. I can create reference versions of my processes VERY quickly. Then I can assign someone to execute it... and track their progress. Crazy cool. I can even export processes. I use it all the time with newbies, and amaze them every time.
Run an instance of a process. Track progress per instance. Invite outside guests to only see a specific process. Layout is easy.
Layout is easy in part because of enforced simplicity. I sometimes wish I could intermix sub-checklists with formatted text. And editing text of longer subchecklist items is yucky (I can't up- or down-arrow and stay in the same item).