Every company runs on process. Some are carefully documented, but many live only inside your key team member's head.That is when the cracks show. Inconsistent execution, missed details, inefficiency, and lackluster client experiences begin to surface across teams and offices. Whether you're starting from scratch or trying to get more out of your existing account, we turn scattered procedures into reliable workflows that scale.
Who This is For
- New users who need help from start to finish. Design, build, automation, training, and rollout plan.
- Existing users who have underperforming workflows, gaps in their processes, underutilization of program features, are ready for automation and integration, or are struggling to get team buy-in.
How We Work (FLOWS)
Our process is thorough, collaborative, and tailored to your team:
- FIND: - We capture best practices and extract the knowledge from your team. We meet your team where they are at, even if the information is on sticky notes, in a half-finished SOP, or only in someone's head.
- LAYOUT the Framework - We map a clear structure inside Process Street that reflects how your team actually operates.
- OPTIMIZE - Each step is tested and adjusted side by side with your team, adding efficiency gains and proven best practices.
- WORK IT - We test it, pilot it, adjust based on feedback, and then launch it across your business.
- SCALE - We add conditional logic, embed training, and connect workflows to your tech stack using Zapier, Power Automate, or APIs. We support rollout and adoption, ensuring your system sticks and your team buys in.
Platform-Specific Benefits
Here are some of Process Street's standout features that really empower your workflows:
- Forms & Multi-Step Forms - Capture rich data from your team or clients. Forms can be simple or complex, single or multi-step.
- Conditional Logic - Workflows and forms can adapt dynamically: show/hide fields or tasks based on earlier responses so people only see what's relevant.
- Pages & Documentation - Build SOPs, policies, or internal knowledge bases inside the system, keeping everything connected.
- Data Sets - Store, reference, and reuse structured data across workflows.
- Code Tasks / Hidden Values / Embedded Logic - Include custom logic, code-powered tasks, or hidden values in workflows for advanced cases. These let you go beyond static checklists.
- Integrations & Automations - Hook into Zapier, APIs, and other tools so tasks/processes sync with the rest of your tech stack.
- Process Street API - For advanced teams, the API enables direct connections with other systems, automatic data push/pull, and custom integrations that go beyond out-of-the-box connectors.
These features help make your workflows smarter, less cluttered, more efficient, and more aligned with what your team actually needs.
What We Can Do For You
- Audit and restructure existing workflows
- Full account setup and buildout
- Automations and integrations with your tools
- Training and adoption support
- Ongoing maintenance and optimization
Why Work With Us
Since 2020, I've been helping organizations capture scattered procedures and turn them into structured, scalable workflows inside Process Street.
As the platform's first official Process Solutions Partner, I know the technology inside and out and bring that knowledge to every build. More importantly, I know how to design processes that actually work in practice - from simple, repeatable checklists to complex systems with conditional logic, automations, and embedded training.