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How a FinTech group used Process Street to build the control framework behind a new Payment Institution licence — and to prove it was being followed...

Headless BPM is business process management in which the process engine runs independently of any user interface. The process definitions, the runs, the task state, the approvals and the audit trail all live in the engine, and every one of them is re...

Whether you’re writing a blog post or building the world’s largest commercial aircraft, you need to be able to rely on your systems. To do that, your platform has to have a set of basic workflow system features....

Customer Success 2.0 is an organization-wide operating model that aligns go-to-market work, funding, talent, analytics, and culture around measurable customer outcomes....

A Microsoft Word checklist template is an editable document with ready-made checkboxes and task rows. Use it when you need a simple list you can customize, save, print, and share without adopting new software....

Customer Success is no longer a scrappy afterthought bolted onto a SaaS sales team. It is a full discipline with dedicated leadership, purpose-built tooling, and a direct line to revenue. The job is deceptively simple: make sure paying customers actu...

Shape Up is a product development method that fixes the time and varies the scope. Teams shape a bet, commit to a six-week build cycle, and cut or adapt requirements so they can ship useful work on schedule....

Shape Up is a product development method that fixes time and varies scope. Teams shape a problem before committing to it, choose which pitches deserve a bet, and give builders an uninterrupted cycle to ship meaningful work....

Emoji aren’t just for fun. Using emoji in business documents means pairing familiar visual symbols with plain-text labels so readers can scan ownership, task type, timing, and status faster. In a procedure, policy, checklist, or recurring workflow, t...

Workflow management software is a system that gives teams one place to define recurring work, assign ownership, route approvals, automate handoffs, and track whether every required step happened. The right system turns a process from a document peopl...

Customer lifecycle software is the connected set of systems and workflows that moves a customer from first awareness through engagement, evaluation, purchase, retention, and advocacy....

Your brand is critical to building a great culture with your team and a deep relationship with your customers. Custom branding helps people recognize the right process before they read a single instruction. In Process Street, cover images and emoji i...

SharePoint alternatives are document collaboration, content management, knowledge, and workflow platforms that replace the part of SharePoint a team actually needs. The best options get the job done without forcing every document, workflow, intranet ...

Nintex alternatives are workflow, process-mapping, integration, documentation, and low-code platforms that replace the part of Nintex a team actually uses. The right choice depends on whether you need recurring operational workflows, SharePoint autom...

A knowledge management system gives people a reliable way to capture, validate, find, share, and apply what an organization knows. It is more than a repository. It combines people, processes, governance, content, and technology so useful knowledge re...

Evernote alternatives are focused apps for capturing notes, saving articles, taking screenshots, and managing business documentation. The right replacement depends on the job you need the tool to perform, the platforms you use, your privacy requireme...

Collaboration is the name of the game. As more workflows move to the cloud, businesses need tools that let teams share information, communicate, manage projects, and work together quickly and intuitively. Atlassian’s Confluence and Microsoft SharePoi...

An employee onboarding process coordinates every step between offer acceptance and a new hire becoming productive: paperwork, accounts, equipment, training, approvals, introductions, and follow-up. Automation gives HR, IT, managers, and the employee ...

Celebrating million-workflow scale was the clearest symbol of a record-breaking year inside Process Street, and the milestones went well beyond one number. By the end of 2021, customers had created more than one million workflows on the platform....

It has become commonplace for companies to look to workflow software to trim the fat and boost their productivity metrics. Savvy business owners are constantly searching for solutions to automate their workflows and push their business to that extra ...

The Process Street MCP server lets AI assistants operate directly on your workflows, runs, tasks, data sets, and permissions. Connect it to Claude, ChatGPT, or Copilot Studio and start managing operations through conversation instead of clicks. Here ...

Part of the reality of managing operations at any scale is understanding that sometimes things go wrong. A step gets skipped, a number lands outside the expected range, a handoff stalls. An exception report is how you catch that moment, record exactl...

If you want a large team of enterprise developers to collaborate effectively, you need to find a suitable place to host your code. Choosing a version control and repository hosting service might not seem like a big deal. But the repo host you choose ...

Business process analysis is the practice of examining how work currently moves from an input to an output, then using evidence to find delays, unclear ownership, unnecessary steps, and control gaps....

What if the company powering more than 40% of the internet’s websites had no office at all? Automattic runs a fully remote workforce spread across 75 countries, and it still ships the software behind a huge share of the web....

Best process documentation software compared: Microsoft 365 vs Process Street. The right toolkit should help people understand a process, keep the approved version current, and prove what happened when the process runs....

For most compliance teams, the audit cycle looks the same every quarter: scramble to collect evidence, reconcile documentation across systems, chase down control owners for attestations, and hope nothing slipped through the cracks since the last revi...

Businesses around the world were already spending billions of dollars on video conferencing apps back in 2016, and that market has grown enormously since....

AI tools for small business can reduce repetitive work across marketing, finance, hiring, customer support, operations, and compliance. The best choice is not the tool with the longest feature list. It is the one that fits a frequent job, connects to...

Every business relies on different software applications to thrive in its niche or market. If your business isn’t in tech or you don’t have software development experience, odds are you use pre-made software that doesn’t perfectly fit your business’s...

Organic links, also called natural backlinks or earned backlinks, are links that another publisher chooses to add because your page is useful, credible, and relevant to its audience. They are editorial votes of confidence, not placements bought, trad...

Burkhard Berger, founder of Novum, contributed this guide based on lessons from building and scaling digital businesses. A swim lane diagram is a process map that divides work into parallel lanes, with each lane assigned to the person, team, departme...

Unified Modeling Language (UML) is a visual language for describing how a system is structured and how it behaves. A UML diagram can map software classes and components, show how people interact with a system, or trace how actions and decisions move ...

User onboarding is the process of guiding a new user from signup to their first meaningful result with your product. It can combine in-app guidance, education, human support, authentication, experimentation, and the operating workflows that keep ever...

Business Process Management BPM helps teams turn messy recurring work into processes they can see, run, measure, and improve. The benefits of BPM show up in lower costs, faster handoffs, better customer experiences, stronger compliance, and fewer sur...

A software requirements specification, or SRS, describes what a software system must do and the conditions it must satisfy. It gives product leaders, users, engineers, testers, and approvers a shared reference for scope. A useful SRS covers functiona...

Process building is how a team turns repeated work into a documented, runnable system. A strong process documentation habit gives people the steps, owners, due dates, and context they need to do the work consistently without rebuilding the same instr...

Smartsheet is a powerful project management tool for teams that like spreadsheet-style planning. It gives you grids, Gantt views, automation, dashboards, reporting, and collaboration features that can make complex work easier to track than it would b...