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:

• Why Raw Capital Partners uses Process Street
• Benefits gained by implementing Process Street
• Challenges faced and how Process Street assisted
• How Process Street empowered Raw Capital to scale operations efficiently
• Harnessing innovation for growth with Process Street

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:

• All about Tony
• Tony’s professional experience
• Tony’s role at Process Street
• On being part of the Process Street team
• Some random questions

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:

• Challenges faced by Zonos 
• Benefits gained by implementing Process Street
• Results: How Process Street transformed Zonos’ onboarding process
• Zonos achieved continuous improvement with Process Street

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:

• Introducing Maxine Dorkin
• A little about employee onboarding
• The key pieces to a successful onboarding experience
• Creating a sense of belonging
• The role of culture in onboarding
• Advice for HR professionals
• Creating lasting impressions

Let’s get started!

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

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:

• Introduction & an icebreaker question
• Crafting exceptional onboarding experiences with Keisha Toussaint
• The role of managers in shaping a welcoming environment
• The role of AI in onboarding
• Customizing onboarding experiences to individual needs

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

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:

• Introducing Dr. Christina Moran
• Exploring Dr. Moran’s passions and interests
• Applying psychology to the workplace
• Elements of a great onboarding experience
• Productive onboarding and its downfalls
• Motivating colleagues for onboarding
• The starting point of onboarding
• Balancing AI with human touch
• Creating “wow moments” for new hires

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

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!

Join us as we take a closer look at the success story of Kelli Segretto of K Segretto Consulting, a leading Property Management Consulting business.

In this partner spotlight, we will explore how the strategic integration of the Solutions Partners program has played a crucial role in driving K Segretto Consulting and her clients to new heights of success. 

You will discover how Kelli leverages the power of Process Street to create customized workflows, setting a new standard in property management consulting.

Learn how Kelli leverages the Solutions Partners program to grow her own consultancy, along with fun facts about her personally and the workflows that have brought her the most joy.

• The scoop with Kelli’s process management consulting company
• What Kelli loves most about the work she does as a Solutions Partner
• The most fulfilling workflow Kelli has built for a client
• What Kelli does when she’s not building workflow
• What else makes Kelli tick? 

In this Spotlight Series blog, we learn all about Brenda Chan, currently working at Customer Support Level 2 as part of the Customer Success team.

Brenda has been at Process Street for over two years and is the epitome of a process pro! Her love for processes is evident in everything she does, and she enjoys testing and improving processes daily.

Brenda is not only a foodie with a passion for TV and film but has been learning Spanish for nearly a year.

We’re fortunate to have her as part of our team, where her expertise and enthusiasm continue to shine, making our customer support experience top-notch.

Keep reading to learn more about Brenda!

When it comes to exemplifying our core value of continuous improvement, our Customer Success Manager Gustavo Amaral is at the forefront. That’s why we are thrilled to feature him as the star of our new Employee Spotlight blog post!

Gustavo’s commitment to personal and professional development at Process Street and beyond exhibits a strong desire to learn, explore the world around him, and excel in his role. Being highly skilled both in workflow creation and customer service makes Gustavo the perfect asset to our company.

This edition of Employee Spotlight will shine the light on the family man, the motorcycle enthusiast, and the caring professional who sees our customer’s satisfaction as his top priority.

• Introducing Gustavo Amaral, Customer Success Manager
• Gustavo’s professional experiences prior to Process Street
• Personal growth and continuous improvement
• Gustavo’s take on working for Process Street
• Bonus questions!