Process Street Erfahrungen

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 is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links.

I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track.

We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization.

The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage.

Hi Process Street,

I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business.

Thank you!!

I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.

I love checklists, and if you do as well, than you’ll love a Process St.

I wish there was a way to move the tiles of the checklists around on the Home screen as well as be able to color code the tiles.

The ease of use and customization features. Almost overwhelming.

How difficult it was to get employees to engage with it.

As I'm always trying to be more efficient, I like the fact that Process Street focuses on helping users with that. First of all, it does so through templates. Sure, you can create one from scratch and save it for future use but why reinventing the wheel if someone else has already done a good portion of the work for you? There seem to be a template for almost anything, which is great because it means that you can browse through the template library, pick the appropriate one and customize it to make it your own in a matter of a few seconds.

If there's something you do o na regular basis or on specific days (e.g. every Monday morning), then you're going to love this one. Process Street lets you automate tasks and schedule workflows!

And what you do in Process Street doesn't have to stay there... the platform integrates and can be used in combination with a bunch of other tools thanks to its Zapier integration.

I feel that Process Street works well when it comes to streamlining processes and creating to-dos but by itself it may not be the best tool for managing big projects. So, for me, this is the thing I like the least – I'd prefer to use one tool for all things project management, tasks and workflows instead of having to use one tool for some things and one – or several – tool(s) for others.

I love the conditional logic and piping abilities.
I love that I am able to train new employees simply by telling them to follow the steps in a process.
I love the scheduling feature.

I wish you would do the following:
1. Go back to the blue cards on active workflows. I really do not love the new look or flow.
2. Make it so we can duplicate or drag and drop a task already created in one workflow to another workflow. Sometime you just need a few pieces of the process to create your new process and having to duplicate the entire workflow then delete what you do not need is time consuming.
3. I wish the scheduling view was not in the blue card version but in a list where I could see an entire year, and had the ability to search and filter.
4. I would like to understand how the scheduling feature works in relation to 'due after' 'set offsets'. I am not sure but I do think that if you select a due date this is the date the person who is assigned to it gets the email. I've had trouble figuring this out.

I love the how easy it is to use on every level. A beginner can understand the basic ideas and being to use a task list within minutes. The next level of creating templates is a bit more complex, but intuitive. Advanced features such as integration with Zapier, automation, permissions, etc. take more work, but easy to self-learn. Again, intuitive.

The thing I like the most about Process St is how responsive they are to feature and support requests. They take the time to understand every suggestion.

As we are a manufacturing environment, many workers don't have access to workstations/mobile platforms. Checklists are not formatted for printing efficiently.

Role assignments, email templates, documenting business processes

Difficult to keep track of all the checklists and tasks. Overwhelming number of emails from Process Street re: checklists and tasks (I'm sure this can be controlled, but I haven't spent the time to figure it out)

Customer and Sales support has been exceptional thus far. We are very early in our Process St journey but they have been so patient and helpful in answering all my (many!) questions, and taking the time to provide detailed responses.

As a starting point, we are using it to improve our employee onboarding experience. We have not gone live yet, but we can already see how our current process is going to be improved by miles!

We are so excited by all the possibilities that Process St offer for the current and future process improvements in our business!

There is a little bit of a learning curve to understand the platform and how certain things work, but as mentioned, Customer Support is fantastic and more than happy to provide links to articles, share videos or jump on a call to talk you through something until the penny drops.

The product is easily customisable to suit any business operation. In addition there are plenty of free templates that one can use as a starting point. The support team is also very friendly and available.

Only a few improvements that I would suggest, but they don't detract at all from the overall usefulness of the product.

Sometimes, keeping things ultra simple makes for the most effective processes. This is what we wanted and could easily describe our processes in Process Street in a way that any user without any special training could pick up quickly. Everyone understands checklists.

The UI for setting up processes and editing steps can be a bit quirky/unintuitive - but once you figure it out once - you can get past it. Last time I checked, there is no mobile app - though it does have a mobile friendly website (at time of writing this review). As a manager, I would like to receive alerts when processes are getting blocked stuck in a stage for too long.

I like the process street allows me to easily track requests that come in from my customers and respond to the customer to let them know the task has been completed. The ability to send an email to the customer directly from Process Street is a huge benefit. I also like the ability to use Process Street to submit bugs to my own tech team and track their progress through review and completion.

The thing that I think has the most room for improvement are the slack notifications. They are very helpful in quickly letting me know something needs to be addressed, but I am often unable to complete the action within slack. It isn't easy to navigate to the web browser from slack, so I need to go access either the email notification or manually go to the Process Street site.

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.

Process.st has allowed me to create learning modules for students in my online program, embedding files and videos where they need them. I was able to create step by step processes that are easy for them to follow. I have also used it to document my internal processes, which simplifies repetitive tasks and onboarding of new employees. I highly recommend it!

Users need to save their link to return to their work, and I've had to teach people how to do that/where to keep those links.