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How Raw Capital Partners Cut Onboarding Time by 70%

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Raw Capital Partners faced multifaceted challenges in their pursuit of operational excellence. 

At Raw Capital Partners, the demands of mortgage documentation and due diligence are critical challenges due to regulatory compliance requirements. 

From ensuring compliance in mortgage handling to streamlining employee onboarding, Raw Capital needed a solution that could effectively address these needs.

They wanted a solution that could guarantee accuracy and consistency in all operations.

This is where Process Street stepped in, offering tailored solutions to improve compliance and optimized their approach to operations.

Here’s a breakdown of the story:

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Employee Spotlight: Tony Vila (Senior Product Designer)

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In this Spotlight Series blog, we are delighted to introduce Tony Vila, our Senior Product Designer.

Tony has been working with us for nearly two years and is our go-to expert for shaping user experiences that marry functionality with aesthetics. 

With a background in horticultural product design and a passion for UX/UI, Tony brings a unique perspective to our team. 

His journey from aspiring music teacher to seasoned UX/UI designer has been marked by pivotal moments in London’s startup scene, where he honed his skills and embraced the dynamic challenges of B2B product design.

Join us as we delve into Tony’s journey, insights, and the impactful projects that define his tenure at Process Street:

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Zonos Streamlined Customer Onboarding and Slashed Implementation Time by 40% with Process Street

Zonos is a software company headquartered in St. George, Utah, whose software allows businesses to automate the complexities of international e-commerce. This includes automating the calculation, collection, and remittance of duties and taxes.

The software company makes it easy for international shoppers to make purchases on websites with language and currency localization and the ability to prepay duties and taxes. Zonos also automates cross-border compliance and HS code generation.

Although the company strived to improve their customers’ international shopping experience, they faced challenges when getting these clients up and running with their software. Especially those with complex software integrations that varied in requirements. 

The previous system Zonos used for their customer onboarding was clunky and lacked the flexibility they needed, making the experience cumbersome and inefficient. This prompted Zonos to seek a more dynamic and user-friendly solution. That solution turned out to be Process Street.

In this case study, we’re covering:

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Employee Onboarding Podcast: What Makes a Successful Onboarding Process?

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Welcome to the Employee Onboarding Podcast, where we explore the best practices and innovative ideas from the world’s top HR professionals and thought leaders. The topic for this podcast: What really makes a successful onboarding process.

Today, we’ll be joined by Maxine Dorkin, a dynamic professional in the youth employment sector and currently a PhD candidate at the University of the Witwatersrand in South Africa. 

Maxine’s impressive journey includes managing work readiness programs that have impacted over 5,000 unemployed youth, extensive experience in the nonprofit sector, and a pivot into the technology space where she now excels in designing and facilitating onboarding programs.

Join us as we uncover Maxine’s insights on how to align personal values with organizational missions, the importance of community in the workplace, and strategies to enhance employee engagement and retention. 

This conversation provides practical takeaways for any HR professional looking to elevate their onboarding process.

Here’s what we’re going to cover in this episode:

Let’s get started!

You can also listen to the podcast on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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How Colliers Manages Some of the Largest Buildings on the Planet

colliers case study

Colliers is a global commercial real estate company that helps its clients select corporate real estate, manage lease renewals, and handle portfolio strategies.

It’s a massive operation that requires an intense amount of organization and transparency to deliver the best services for its clients. One of the ways it accomplishes this is by using Process Street.

But how did Colliers come to use Process Street? And how has it helped transform its operations? We will answer those questions and more in this case study.

We’ll cover:

  • The challenge
  • The solution
  • The results

If you want to learn more about how Process Street has helped Colliers, check out our video about it below:

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Podcast: How to Build Successful Onboarding Processes (That Just Work)

Welcome to the Employee Onboarding Podcast, where we dive into cutting-edge onboarding strategies and gain insights from HR leaders.

Today, we’re thrilled to be joined by Keisha Toussaint who is a seasoned HR professional crafting exceptional onboarding experiences.

With eight years of HR expertise and a master’s degree in human resource management, Keisha leads initiatives in learning and development, employee engagement, and relations at Betches.

She prioritizes honesty and transparency in onboarding and highlights the crucial role of managers in tailoring experiences to individual needs and preferences.

Here’s everything we’re going to cover in this episode:

You can also listen to the podcast on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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How Salesforce Uses Process Street for Effective Client Onboarding

How Salesforce uses Process Street for Effective Client Onboarding and Business Growth

A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.

Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.

(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! )

Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.

Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.

Let’s see how Salesforce do it, and how you can do it too!

Let’s jump straight to it.
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23 Super-Efficient HR Tools to Cut Back on Admin Work

Cloud-based, paperless workflows are the future of office efficiency, while poorly indexed, illegible files are stuck firmly in the pre-SaaS era, where they belong. HR professionals take on a ton of different responsibilities throughout the day and deal with plenty of repetitive, complex tasks.

Relying on your own brain (as much as you’d want to think you can) and bits of paper stuck to your monitor just isn’t the way to get things done. Some businesses are still a little slow on the uptake, but it’s obvious that what we need is a smart, foolproof solution that is immune to the silly mistakes we’re so prone to making. That solution is software-as a-service (SaaS).

Let’s take a look at:

  • Top 23 HR tools
  • Benefits of using HR tools
  • Human Resources Information Systems (HRIS)
  • Key features of HR tools
  • How to choose an HR tool
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Podcast: Dr. Christina Moran Unveils the Art and Science of First Impressions (+ More Onboarding Secrets)

expert onboarding

In our 20th episode of the Employee Onboarding Podcast, we are honored to host Dr. Christina Moran, joining host Erin in an insightful conversation on employee onboarding and creating exceptional onboarding experiences.

Dr. Christina Moran is a licensed psychologist and an esteemed member of the leadership team at a renowned design architecture firm.

Together, they explore innovative ideas and best practices gleaned from Christina’s extensive expertise in people leadership, organizational effectiveness, and psychological research.

Join us as we unravel the essential elements that contribute to successful onboarding and learn valuable insights into prioritizing the human touch amidst evolving technological advancements.

Here’s what we’ll cover:

Also listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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Podcast: A Tech Pioneer’s Vision of Employee Onboarding

pioneering employee onboarding

Ever envisioned a world where your onboarding process is powered by artificial intelligence or where complex tasks are seamlessly managed by sophisticated algorithms?

Join us for the latest episode of Process Street’s Employee Onboarding Podcast, where Erin engages in a conversation with Tarek Kamil, the founder of Cerkl, delving into the future of employee onboarding, the transformative potential of technology, and the ethical considerations surrounding AI.

In this episode, you’ll learn:

  • Introducing Tarek Kamil: CEO and founder of Cerkl
  • Exploring Tarek’s passion for technology and AI
  • Implementing AI in employee onboarding
  • Tarek’s journey and inspiration behind Cerkl
  • The future of AI in employee engagement

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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