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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use Process Street to Manage Workflows

Posted by Emily Morgan on Sep 28, 2018 9:19:22 AM
Emily Morgan

The Problem

Our client, an entrepreneur in the creative field, needed a way to organize her organizations’ workflows, as well as document workflows that only lived in her head.

The Solution

We found Process Street, a simple, streamlined process/workflow/productivity tool. Process Street is a free and powerful way to manage any team’s recurring checklist and procedures. It allows teams to run processes as collaborative workflows with features that allow everyone to be on the same page, all the time, in real time. Process Street has a free version with rather robust capabilities (unlimited team members!) as well as tiered pricing for enterprise usage (pricing guide here).

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The Result

Our client now has control of her workflows and task lists across the organization! There is no longer a question of “what’s next?” or “who owns that process?”. The team feels much more organized and “on top of” their processes, and loves the user interface and ease of use of Process Street.

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How We Helped

Once we identified Process Street as the best solution for our client, we signed her up and gave access to all appropriate team members with the necessary permissions to participate in workflows/task lists as needed. We had already brainstormed a list of workflows and task lists that needed to be documented with our client, and the team took that and went to town developing, revising and ultimately completing their documentation and implementation of workflows in a very short period of time!


Technology Utilized

Process Street

Topics: Productivity, Entrepreneurs, process, workflows, Process Street

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