ProcessPlan Blog

    ProcessPlan Attends BTOES

    ProcessPlan is attending and exhibiting at the Business Transformation and Operational Summit this week. ...

    23 March, 2017 0 Comments

    Announcing the ProcessPlan Mobile App

    VALDOSTA, GA (Mar. 10, 2017) ProcessPlan LLC, the maker of cloud-based process management software ProcessPlan, has announced the release of its mobile app for iOS and Android devices....

    10 March, 2017 0 Comments

    What are the benefits of workflow automation?

    The process of workflow automation aims to transform the various activities that go into keeping an organization running into a centralized automated structure that takes the help of digital technology to improve the organization's efficiency. Every work related action, from approvals and assignments to client claims is fed through the automated system. This system offers many advantages over the more traditional systems. So what are the benefits of workflow automation? Let's find out:...

    09 March, 2017 0 Comments

    4 Sales And Marketing Processes that Will Delight Your Clients & Prospects

    Betting on a "rainmaker" is a short-term strategy. Sure, a sales rockstar will bring in tons of customers in the short-term, but what if a better opportunity comes along for him?  The best sales and marketing teams operate with proven processes. Here are 4 sales and marketing processes you can use to delight your customers and train your sales staff for success. ...

    01 March, 2017 0 Comments

    What's the difference between a checklist and a process?

    Many people ask, "What's the difference between a checklist and a process?" but do not understand that this is more than a dictionary definition. To understand the difference between checklist and processes, you must think in terms of the big picture, the path toward your major goals and the ways in which you are reminded of the smallest steps....

    16 February, 2017 0 Comments

    What is business process management?

    Businesses from every industry run numerous processes on a constant basis. Without these systems, a company cannot function properly. With business process management, you can focus on your core operation's most mentally challenging tasks while the simpler tasks are handled automatically. So, what is business process management, exactly? ...

    09 February, 2017 1 Comments

    Mindfulness Could Be Your Greatest Blessing

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    15 November, 2016 0 Comments

    Picasso and Processes

    Pablo Picasso once said, “Good artists borrow, great artists steal.” While you shouldn’t do anything illegal, I do think you should take Picasso’s advice when designing processes. Think of yourself as a process artist who designs processes that are efficient works of art!...

    17 October, 2016 0 Comments

    What is a Process Field?

    A Process Field is a vessel that carries information throughout your process. Currently, ProcessPlan has 18 different field types and four optional field settings.  Field types cover a broad range, so there is bound to be a field type to hold whatever type of data you may require. (If not, let us know!) The optional field settings also give you extra power and flexibility. For example, if you require a client to enter contact information at the beginning of a process, ProcessPlan will not allow the process to be started without that information and that data will be carried throughout the process....

    13 October, 2016 0 Comments

    Failing to Plan is Planning to Fail

    A wise individual once said, “failing to plan is planning to fail”. I know it’s cliche, but this quote is true in life and in ProcessPlan. ProcessPlan makes it easy to map out your process by just clicking and dragging, but what you are clicking and dragging is far more important. Taking the time to really think about your process and what you want to accomplish will help you get the most out of your ProcessPlan experience. Don’t be afraid to sketch ideas on a whiteboard or a piece of paper before drawing your template in ProcessPlan. Don’t worry about messing up because you can easily edit the process template if you come across a new step in the process or a more efficient way to do things. Think of this initial planning time as “helping out your future self”, as one of my coworkers puts it....

    12 October, 2016 3 Comments