Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process. Challenge: Scaling Client Onboarding Without Losing Quality With customers across industries and regions, Salesforce needed to: On top The post How Salesforce & Process Street Nailed Client Onboarding at Scale first appeared on Process Street | Process & Project Management Software.

A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the The post Procurement Compliance Made Easy for Canadian Government first appeared on Process Street | Process & Project Management Software.

How Hustle Fund Mastered Operational Efficiency Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across The post How Hustle Fund Saves $150,000/year with Process Street first appeared on Process Street | Process & Project Management Software.

Private equity processes are complex and involve multiple stages, from deal sourcing and due diligence to portfolio management and exit strategies. To streamline these operations, many firms rely on templates to ensure consistency, efficiency, and accuracy throughout each phase. Templates for financial modeling, due diligence checklists, management reports, and client communication help standardize the approach, The post The 17 Best Private Equity Processes for Operational Excellence first appeared on Process Street | Process & Project Management Software.

Real estate asset management is a complex field, requiring meticulous oversight of properties to maximize value and returns.  To streamline these intricate processes, many firms leverage specialized templates that standardize key activities like property management, financial reporting, and tenant relations. These templates not only enhance operational efficiency but also ensure consistency and accuracy across the The post The Best Real Estate Asset Management Processes to Optimize Efficiency first appeared on Process Street | Process & Project Management Software.

Investment banking processes are intricate, involving detailed steps from deal origination to execution. To navigate these complexities, bankers often use specialized templates that guide them through each phase, ensuring consistency and precision.  These templates cover everything from financial modeling and valuation to client presentations and due diligence, making it easier to manage multiple tasks efficiently. The post The Most Important Investment Banking Processes Every Professional Needs first appeared on Process Street | Process & Project Management Software.

At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery.  The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus.  However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management. The post How Avion Wealth Cut Client Onboarding Time by 30% first appeared on Process Street | Process & Project Management Software.

Professional Fulfilment Services (Pro FS)  is a smart, fulfilment business based in the UK, helping SMEs fulfil their orders and scale their businesses around the globe.  When Carinda Hindry first joined the company as Head of Admin, she was faced with files full of paper records, documenting historic and ongoing HR details for the company’s ~50 employees. The post How Pro FS Reduced On-Site Training Time by 50% first appeared on Process Street | Process & Project Management Software.

Golchin Consulting Services has revolutionized manufacturing operations through automation. Principal Consultant Rashid Golchin shares how they transformed a CNC machine shop’s chaotic manual document handling into an efficient, automated process with Process Street. Rashid began using Process Street over six years ago while working as an Operations Manager at a manufacturing facility in British Columbia. The post How Golchin Consulting Services Reduced Costs with Process Street first appeared on Process Street | Process & Project Management Software.