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Process Street

Process Street

Reviews from AWS customer

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    Heather C.

Efficiency with Checklist 2.0

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
I love the ability to create email templates that you can send directly from the application. That has got to be my favorite feature overall but along the same lines I like the ability to upload documents as templates. I use that feature to send out direct mail letters printed on letterhead.
What do you dislike about the product?
I don't like that I cannot add email signatures, or at least I don't believe I can at this point. So I end up opening an email in gmail everytime i send externally to a client so i can copy and past the signature and logo in to process st before sending email.
What problems is the product solving and how is that benefiting you?
When I set up a new client or shut them down I used to forget steps sometimes, like removing an auto invoice, or even cancelling their auto draft! Now I'm confident that I am doing everything I need to do for certain workflows so that I don't have confused or irate customers calling me.
Recommendations to others considering the product:
More integrations with CRMs and other internal tracking systems.


    Gavin S.

Using Process Street has allowed our team to be more then the members who are currently in the build

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
We love the ability to keep all our processes in one place. The team knows if there is something they don't know how to do.. They probably can look in process street and it'll be there!
What do you dislike about the product?
The lack of Subfolders right now can have some issues.
What problems is the product solving and how is that benefiting you?
If we where to lose a team member the job itself doesn't stop, we can find a new person to fill the role and they have the ability to know the main tasks and responsibilities of their new role all in one place. Also training is able to be effectively and efficiently stored here


    Oil & Energy

Process Street for SOP Development and Management

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
Process Street is a software solution that nearly all user types can come up to speed quickly on. It is elegantly simple to implement and use
What do you dislike about the product?
As with most off the shelf software solutions, there are some features that are lacking with this program that require users to build a work around, such as not able to currently handle non-linear workflows. However, based on what has been announced, this deficiency will be addressed soon. The challenge is that as additional features are added, the simple nature of the program is retained
What problems is the product solving and how is that benefiting you?
Development and implementation of Standard Operating Procedures within the organization.


    Coleen B.

Helps define our team processes

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
The templates are easy to build and force us to organize our processes for easy digestion by any team member at any level. Easy to update processes on the fly.
What do you dislike about the product?
Not always easy to organize them; sharing isn't always clear in regards to who has access to what process.
What problems is the product solving and how is that benefiting you?
It forces us to create processes for all levels of our team at any time, which is paramount to scaling our team.


    Verified User in Real Estate

Great way to streamline onboarding

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
The simplicity of building processes is awesome. I can edit, add, remove with just a few clicks and it's really user friendly.
What do you dislike about the product?
I wish there were a few more elements you could add to processes, but the integrations definitely make up for that.
What problems is the product solving and how is that benefiting you?
Onboarding has become a super simple, hands-off process for our company using this software, and people have a defined path to go through. It's streamlined our onboarding process and brought employees up to speed much faster than before we used the software.


    Savannah W.

Hold yourself (& your team) accountable to your own processes

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
Process St is a great concept - it keeps us organized and adhering to our processes. It is simple to use.
What do you dislike about the product?
The editing interface is not the most intuitive at times.
What problems is the product solving and how is that benefiting you?
Process St keeps us all on the same page with what needs to be done - we use it for all of our onboarding and offboarding of new employees, interns, contractors, and vendors. We are able to have different processes for each of those categories. This way, even if we have turnover within our department, there is a documented list of what needs to be done.


    Computer Software

Good for checklist

  • June 27, 2017
  • Review provided by G2

What do you like best about the product?
I do onboarding and it makes things simple. I like that at any time i am able to start another process and that it integrates with salesforce. Having our sales team make a comment then start the process is great.
What do you dislike about the product?
I dislike there is no way to show externally the status of a project. I wish we could send a link to the customer to show them the status and encourage them to take action.
What problems is the product solving and how is that benefiting you?
We resolved the visibility of the status of the project. In the past when the company was small we would use some basic stuff to keep track of projects like a excel sheet. Now we template the process and make it easier.