Process Street Software

Process Street completely transformed the way we do business. We were struggling to scale up our client base and business due to lack of a way to ensure consistent and complete servicing. Thanks to Process Street, that is now a thing of the past. Its advanced logic features enable customisation of generic templates to suit particular customers' needs, without losing the robustness of having a standard template to baseline all customers against. I am more than delighted with Process Street!

Pros

-Enables standardisation of processes across multiple locations, and multiple employees.
-Easy to set up
-Advanced functionality
-Dynamic and scalable
-Fantastic value for money

Cons

-Should incorporate ability to evaluate individual performance periodically (i.e. enable aggregating of tasks done, and assignment of values to tasks, so that it becomes a performance management tool).

Process.st has made it possible for our organization to become completely process-driven, where human error is minimized and handoff of processes is easily done

Pros

Easy to use and continuously adding to its functionalities

Cons

Not being able to copy tasks from one template to another

We have managed to accomplish much more effectively with the deadlines

Pros

Generally, the ability it provides to better organize tasks and respect critical procedures.
And I especially value the possibility of adding templates and sending emails directly.

Cons

Just small details (for example, it is a bit difficult for me to quickly visualize the due dates of tasks that are not already expired, just because of they are not highlighted)

Pros

Simple intuitive interface and Good for Teams of people

Cons

If you are the only person working on a check list it can be hard to get an overview of everything as every "Process" is made up of smaller checklists.

great team and product

Pros

The flexibility and robustness. Also the zapier integration is key.

Cons

process documentation is complex in general

Pros

Easy to set up, easy to configure, easy to manage, easy to get support. What's not to love? And the results are fantastic. We now have an audit trail, better collaboration, better oversight and consistent processes.

Cons

Some of the timing options for alerts could be better and some of the email templates need to support basic formatting. Right now emails are only text, so you can't even use hyperlinks, bold or lists.

Pros

By putting a little effort in up front you can make repetitive problems into solvable tasks. Just follow the steps!

Cons

I don't love the name, and the design is absolutely adequate but not elegant.

We use this tool to move our traditional workflows to automated processes that are automatically assigned to the correct person.

Pros

The main positive I have found to Process Street is that is alot more user friendly than some competitors. You do not need to go through some tutorial or training to get the hang of it. Another awesome feature is the ability to create guest accounts. These are free acounts that can do basic tasks like complete a report or task. They cannot assign tasks or create new forms, but they do allow you to keep the number of paid users in your system to a minimum.

Cons

There a few missing basic functionalities for forms (for instance, tables are not available). Also, the standard export/print of a form does not look very nice.

Rep went out of her way to create a meeting for and spend 1 hour expalining conditional logic.
i feel she did a great job and i know understand how it works

Pros

is easy to use, makes work go much smoother and things get done more quickly

Cons

is a little time consumingto grasp 100% but worth it

Pros

I spent a lot of time trying to find a way to quickly and easily document a process, then have the ability to execute it repeatedly AND modify it at any time. Process.St does all of that and does it very, very well. Been using for about a year and absolutely love it.

Cons

Not much to dislike - great interface, functionality. I really can't think of a single complaint and I use it daily.

Pros

very easy to navigate and use the individual tasks, great software in regards to controls for the task management and flow

Cons

nothing yet but this is the first review, we are continuously creating new checklists for specific reasons so something might come up

I am thrilled with the value of Process St., especially in conjunction with Zapier.

Pros

Standardizes the workflow and makes training people so much easier. I love the ability to push changes through to all existing processes

Cons

I wish there was a way to copy/paste chunks of a process to an entirely different process...not just duplicate on the same process.

Pros

I was looking for a software that can help me do my tasks in one dashboard since I am using lots of software to keep up with our employees. I found lots of possible software with great features and Process Street worked so well and fits well with my needs. Its layout was simple and easy to move around with. Workflow management features were amazing and complimented all my necessities.

Cons

It does not have any task management related feature where individual task assignment for every member is possible. It would be a great addition for us. I hope it is included in the future updates.

It helped me to organize and to have all my information that I use to onboard clients on Google Ads in one place.
No overwhelm anymore trying to figure out what to do for a client.

Pros

That I am able to know exactly the steps to take in order to onboard a client.

Cons

I don't really have anything that I don't like about the software. :)

Pros

For documenting procedures that need to be completed multiple times it's nice. You can also assign the created procedures for team members to be completed

Cons

While it seems like a nice product it seems tedious to create these checklists and it may be better to just create a bulletpoint list of tasks that need to be done.

Pros

1. Great, simple user interface. We compared with Pipefy and the Process Street interface was much, much easier to use.

2. Good features for recurring tasks and checklists with sub-checklists. We compared against Trello also and Trello was not powerful enough on some of those fronts.

3. Software is completely reliable.

4. Support team is responsive.

Cons

1. Other systems such as Pipefy had advanced features like connecting one pipe/process to another one, which would be nice. But, this could be accomplished with Zapier + Process Street as a workaround.

It's a quick easy way to look up information on new clients for our company and keep it all in one place

Pros

I am technologically challenged, and this is wonderfully user friendly!

Cons

For the portion I use of this software, there is nothing that I don't like about it.

Pros

Process Street allows you to track your team’s workflows, checklists, and procedures. Process mapping and data mapping is also possible with Process Street. It also deals greatly with data archiving and management. Process Street covers a lot of features which is a great deal for its price.

Cons

Would love to have features such as help desk, phone, and calling system.

Reduced non value added activities in the process. Saved a lot of time.

Pros

1. Can create a list of tasks and generate a template for the standard operating procedures in the company. Then we can assign individual persons or teams to execute the process and monitor the progress through the online dashboard.

2. Integrated to third party apps including gmail, calendars, paypal, etc so that we can automatically schedule tasks and assign workflows directly through the process street. This is the biggest advantage of the software.

3. Available as PC application. Accessible through web browser (Compatible for mobile views). Can get notifications after accomplishing the tasks.

4. Intuitive to learn and easy to use. Great way to communicate with team members and structure work process.

Cons

1. As of now we can only assign an entire process to a team. We can't assign people to individual tasks.

2. Expect more default templates to make things easier for first time users.

3. Mobile application is not yet available for android platform.

We needed a way to allow both internal users and external beta testers to be able to see and run checklists, and Process.St works nicely for this purpose.

Pros

It's quite easy to use. It's easy to update previously started checklists by updating the template.

Cons

It's just a little tiny too difficult to remember how to find the previous, completed checklists when you're looking for them. Also, when updating a checklist template, instead of asking if A) all previous checklists should be updated or B) update none of them (do them manually), it would be nice to have an option C) to only update incomplete checklists.