Process Street

Vorteile

Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time.

Nachteile

Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency.

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Gründe für den Wechsel zu Process Street

Vorteile

I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting!

Nachteile

There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing.

Vorteile

Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done.

Nachteile

– Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls)
– Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot)
– Too little automation customization (ex. Slack connection is very limited)
– The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor)
– Content -> Send Email and Forms -> Long Text lack even simple formatting capability

Vorteile

I like Process Street because it allows you to automate repetitive tasks, which saves time and reduces errors. With this tool, it is possible to monitor processes in real time, identifying possible bottlenecks and improving efficiency. In addition, Process Street integrates with a wide variety of tools and platforms, making it easier to manage processes in all aspects of the company

Nachteile

I did not like the cost since it is somewhat high, although Process Street offers a free version, the more advanced functionalities require a paid subscription.

Vorteile

The checklist feature that is repeatable daily, creates a continuity for all employees and managers.

Nachteile

More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us.

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