Process Street
Process StreetReviews from AWS customer
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Onboarding clients have never been easier!
What do you like best about the product?
They have easy automation workflows, templates that are readily available to use, very nice professional interface that creates really good brand impression, and one-click share access to stakeholders.
What do you dislike about the product?
our plan has a limitation to only 4 workflows. I understand that better features come with a price so it's not really something I would say negative about. I just need to play more on the platform to improve my onboarding checklists.
What problems is the product solving and how is that benefiting you?
Process St allows me to have a seamless onboarding process for our new client. The simple interface lets me create structured documents in seconds. It also creates a very elegant look to our onboarding checklist which gives us a good impression to our clients and increasing their confidence in our services.
Out of 50+ tools/services we use, Process Street may be my favorite
What do you like best about the product?
Process Street is brilliant for making simple yet powerful and repeatable checklists. They're especially easy to run and follow once created, and building them is intuitive as well. It's difficult to make a product that is easy to use *and* powerful. I think it accomplishes both very well. Their technical and customer support staff are also a joy to work with! I get quick, helpful responses from both technical support and our client success managers. In my experience with other vendors, "client success managers" are either hard to get a hold of and not particularly helpful, or they're trying to upsell. I've never felt pushed for a sale from them in the slightest, and always get the best support I could ask for.
What do you dislike about the product?
I think the weakest points of Process Street are around some of its newest features.
There are "automations" available, and the one we do use is great. But I feel some big ones are missing that I've been hoping for, for quite a while. The automation we use is the Process Street to Process Street option, which allows triggering another workflow run when a task on another workflow run is marked as complete. We use this to build some mega-processes, like new client onboarding, where multiple departments and roll outs are required. There is a Slack integration, but none for MS Teams (yet). There's a Google Sheets integration, but none for Microsoft SharePoint/Excel (yet). You can get around some of these by using Zapier, but that adds complexity I'd rather not have.
The Conditional Logic available for workflows is fantastic. However, if your workflow gets large enough, the UI for managing your Conditional Logic can become unwieldy and confusing. I'd love to see a visual logic tool similar to what Typeform offers instead of the page of drop-downs. It gets difficult to track what connects to what after a point.
There are "automations" available, and the one we do use is great. But I feel some big ones are missing that I've been hoping for, for quite a while. The automation we use is the Process Street to Process Street option, which allows triggering another workflow run when a task on another workflow run is marked as complete. We use this to build some mega-processes, like new client onboarding, where multiple departments and roll outs are required. There is a Slack integration, but none for MS Teams (yet). There's a Google Sheets integration, but none for Microsoft SharePoint/Excel (yet). You can get around some of these by using Zapier, but that adds complexity I'd rather not have.
The Conditional Logic available for workflows is fantastic. However, if your workflow gets large enough, the UI for managing your Conditional Logic can become unwieldy and confusing. I'd love to see a visual logic tool similar to what Typeform offers instead of the page of drop-downs. It gets difficult to track what connects to what after a point.
What problems is the product solving and how is that benefiting you?
Process Street ensures repeatability across all our clients' rollouts. If you've read the Checklist Manifesto, you know that the most experienced individuals are often the ones that need checklists the most, as they can move too fast and gloss over or forget the basics. Using Process Street (and requiring it of our teams) ensures we aren't blowing past simple stuff that could cause serious disruptions down the road. It's also great to have just for documentation purposes in the event someone needs to know what our process is for a certain thing.
Recommendations to others considering the product:
Go slow. Stop to fix problems in your workflows immediately when you encounter them. Learn to leverage the "Forms" fields, Conditional Logic, and Automations - they will save you truckloads of time in the long run.
Critical tool for everyday
What do you like best about the product?
The ability to edit the workflows exactl
What do you dislike about the product?
The ability to edit the workflows exactly to your needs is huge. Conditional logic makes complex workflows so easy for even new users to work through them and being bale to insert all the things you have available such as links, videos, pictures, etc!
What problems is the product solving and how is that benefiting you?
Processes in a smaller company are constantly being updated and approved. Process St allows us to keep track of these changes in one place and gives us historical information on how past ones worked.
sometimes irritating
What do you like best about the product?
it helps for new employees. helps map out steps involved for whatever task they need to do. helps keep track that all tasks were completed
What do you dislike about the product?
Files get jumbled when syncing it with another platform; not an accurate representation of the number of tasks that need to be done
What problems is the product solving and how is that benefiting you?
it only helps with new employees learning the steps involved for their tasks. quick reference for a client file, all documents kept in their tab
Recommendations to others considering the product:
works best if you don't integrate it with another crm platform
Amazing!
What do you like best about the product?
Step by step allows us to be efficient and help onboard new implementation specialists
What do you dislike about the product?
Having required checkboxes on certain fields (sometimes skip or not relevant)
What problems is the product solving and how is that benefiting you?
Quickly onboarding new hires and helpful instructions for client processes
Love Process St
What do you like best about the product?
Its both a checklist and a process documentation system. It tells you what to do, how to do it, who's responsible for it and when its due.
Love the conditional logic.
Love the conditional logic.
What do you dislike about the product?
I wish that the backend of conditional logic had a way to more easily identify which tasks are conditional.
What problems is the product solving and how is that benefiting you?
Both process documentation and checklists. Very easy to create and tweak processes on the fly.
A solid piece of software for managing recurring tasks
What do you like best about the product?
I like the format of Process St, as well as how simple it is to create new runs
What do you dislike about the product?
Sometimes, there is a lag when completing tasks, and the checked off items don't "take"
What problems is the product solving and how is that benefiting you?
We have several recurring processes that have specific timeframes for completion and that differ according to project. It makes keeping up with all of the tasks more seamless
Recommendations to others considering the product:
Read all of the materials and create a roadmap for how best to integrate Process St
Sufficient Collaborative Check List
What do you like best about the product?
I like that Process St allows for dynamic check lists ("processes") based on different variables. This helps me and my team tailor what we need to do based on the specific project.
What do you dislike about the product?
At least in my experience, Process Street is siloed from other tools we used. It's another tool to keep up with. My company isn't taking advantages of the integrations that do exist, but being able to seamless integrate with Salesforce, Asana, Zendesk and other tools would be helpful.
What problems is the product solving and how is that benefiting you?
Process Street is functioning as a single source of truth on what needs to be accomplished during a project - namely onboarding new customers to our platform with the exact right steps and information top of mind.
Easy to use!
What do you like best about the product?
The platform is very intuitive and easy to use across not only individual teams but the whole company. I use this software daily to remind myself of little steps that should always be taken with certain data pulls.
What do you dislike about the product?
The only downside I can think of is when you're editing some of the processes, I wish that it would be a bit more intuitive where all the editing tools are. Its not very easily labeled in that sense.
What problems is the product solving and how is that benefiting you?
It is centralizing all processes easily found in one place by all people. It also makes it very easy to track and follow with necessary integrations making onboarding and other tasks very easy.
Love it, very fond of Process ST
What do you like best about the product?
The ability to create systemized checklists
What do you dislike about the product?
There is a significant learning curve with the software
What problems is the product solving and how is that benefiting you?
Staff forgetting to do what they are supposed to
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