ProcessPlan Blog

    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

    Process- The Glue That Keeps Your Business Together

    There is one thing that is true in business now more than ever  ...  successful businesses are comprised of people and technology and the glue that keeps it all together is process....

    13 January, 2016 1 Comments

    New Features Roundup- Q1 2016

    As we head full steam into 2016, we are working hard to expand ProcessPlan’s features and innovations....

    12 January, 2016 0 Comments

    9 Signs You Should Invest in MSP Automation

    In our highly competitive environment, MSPs must constantly evaluate their services and processes to identify any and everything that can be automated without sacrificing quality, personalized customer service. Here are 9 signs you need MSP automation....

    18 November, 2015 0 Comments

    6 MSP Processes You Need to Automate

    Managed IT Service Providers (MSPs) serve as a trusted counsel to their clients when it comes to managing their technology and helping them operate more efficiently. If you want your clients to look to you for business guidance, it only makes sense that your own business needs to operate efficiently and flawlessly. Here are six MSP processes you should automate to ensure clients are delighted and budgets and deadlines are met....

    14 October, 2015 0 Comments

    New Features Roundup

    We're constantly working to improve ProcessPlan. Here are some of the best new features we have released over the last month:...

    30 September, 2015 0 Comments

    What is Continuous Process Improvement?

    What is Continuous Process Improvement (CPI)?...

    04 September, 2015 0 Comments

    Top Benefits of Using a Process Management System

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    20 August, 2015 0 Comments

    How Process Management Systems Reduce Employee Training Costs

    Last week, I presented a webinar on how to use process management to make your business run like a well-oiled machine (click here to watch the webinar on-demand). One thing we discussed was how process management systems reduce employee training costs....

    23 July, 2015 0 Comments

    Check Out the Best New Features in ProcessPlan

    Every week, we release a new version of ProcessPlan with upgraded features (largely based on requests from YOU). Here are some of our best new features from the last month:...

    09 July, 2015 0 Comments

    2 Leadership Lessons I Learned from Process Mapping

    Process mapping is making me a better leader. I am using it to critically think about how I manage my marketing and web design projects. Outlining these processes holds me accountable to deliver my best efforts, and it’s helped me to recognize when and where I need to delegate....

    04 May, 2015 0 Comments