Process Street Reviews

Pros

The versatility afforded the user, administrator, and business owner makes Process.st both a means in which to implement a new procedure or protocol, but also to do so in a collaborative space.

Cons

There are some intuitive keystrokes and shortcuts that don't work in Process.st (e.g., Control-Z and Control-K). It is not as easy to unbox and use as, say, jotform.

Pros

Process Street centralizes all of the pertinent information and provides a bird's-eye perspective of all of an organization's processes in one convenient location. It's a system that can be used by everyone in the company with little to no instruction.

Cons

However though Process st is constantly updating and adding new features, it still heavily relies on external applications and connections to accomplish specific tasks. What I enjoy most about process work is diminished by this.

Pros

The most impactful feature is the way I can easily track and manage my processes through Process Street.

Cons

Non so far. I am liking everything about process street features.

Pros

Full range of possible fields.
Drag and drop system for creating checklists.
Integration with Zapier

Cons

Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix.

Conditionality is limited to tasks, not elements within tasks.

Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements.

When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all.

The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes.

Pros

What separates process street from others, is it's Easy to Use interface. It makes the job of creating workflows and tasks, incredibly easy for all users. We also love that you can import task templates. And, it's reasonably priced.

Cons

The addition of reminders would be incredibly handy. A couple of my guys have requested this. It would add another layer to the package.

Pros

Building is easy. Drag and drop functionality. Powerful conditional logic adds a lot of cool and useful functionality to any workflow. Their implementation and support teams are second to none.

Cons

A little more control over page layouts would be nice. I understand why there is a restriction but if there was anything I could ask to improve the platform it would be to improve the layouts functionality.

Pros

I like the most is that we can store and edit anytime a step by step process to ensure quality of work is being done, It also aligns both the users to do systematically all of the work.

Cons

I haven't seem to have a like the least on it, maybe in the future updates or so.

Pros

I like in process street quality and speed

Cons

Every thing is good so there is nothing not good

Pros

It helps me to make tasks easier and create more value to client

Cons

I not sure how to answer this cause currently I am very pro to using process street

Pros

The feature to share the processes with different teams.

Cons

The user interface could be improved for all the processes.

Pros

The ability to have conditional logic among the tasks is wonderful, it allows us to only present the tasks that need to be completed and hide the ones that do not.

Cons

So far we haven't found any cons relating to this solution, we are very happy with it so far.

Pros

It is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links.

Cons

I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track.

Pros

We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization.

Cons

The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage.

Alternatives Considered

Tallyfy, monday.com and Asana

Reasons for Switching to Process Street

The features we wanted to use were easier to implement in our evaluation

Pros

Hi Process Street,

I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business.

Thank you!!

Cons

I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.

Alternatives Considered

Kissflow and monday.com

Reasons for Switching to Process Street

They could accomplish the dynamic due dates that we needed.

Pros

I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team!

Cons

My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software.

Pros

The ability to trigger Zaps based on the completion of individual tasks or entire checklists and the form fields functionality they have built allow us to maintain consistent data entry across our remote team and multiple third-party tools.

Cons

At this stage I cannot assign individual tasks within a process to various team members, however I am of the understanding that they are working on this.

Pros

I love that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!!

Cons

I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account.

We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well.

Pros

It is so flexible, works with other apps well. Also super-customizable. Using any 3rd party tool has its limitations but this one has very few in the ways of customizing it to work with our business processes and other tools.

Cons

There is a bit of a learning curve, making it a little time-consuming to train clients on our processes.

Pros

The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress.
The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed.
Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.

Cons

There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.

Pros

I love how easy Process Street was to pick up and learn. Especially how easy conditional logic was made so that even those who aren't very tech literate can learn the basics of and now with the addition of and/or statements it opens up a whole load more possibilities. Process Street has given me a much bigger and more prominent role within the business that I have only been in for a few months, everyone in the company who has used Process Street has said that it has saved them so much time. Also due to it always changing and evolving we will never stop figuring out different ways to build it into our company.

Cons

Being able to schedule Monthly schedules for week days only is a bit of an issue along with numbers starting with 0 don't work with validations on the number questions.

Pros

I manage training at my company and have found it difficult to maintain a consistent and standard process between trainers. Steps in our training may be skipped or lost between hand offs from one trainer to the next. Checklists would be checked off as complete at the end of each week regardless of any missed steps.

Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template.

Everyone who has used this new process has loved it and I've found that I very rarely need to prompt anyone to complete any steps.

Cons

I'm still learning my way around the conditional logic and the use of variables so this could be user error, but I would like to use this system to track the names, information, and documents of my trainees in each class. It's a little cumbersome to do that with the current options.

For example, I created a drop down to select the total number of trainees in a class, up to 6. I then created 6 tasks - 1 shows for 1 trainee, 2 for 2, etc. When reporting names, info, and files in an email the generated email includes the variable callouts for each missing trainee instead of being blank.

Pros

- Easy to use: Very simple interface. Easy to get started adding files and organizing content.

- Free (unlimited) video uploads: Not really sure the setup on this, but my free account seems to have video storage+usage for free, for an unlimited number.

- Great for courses: The interface is wonderful for creating a database of internal/public courses.

Cons

- Basic uploading options: Drag and drop is fine, but I would've loved to see something more advanced, like automatic upload scheduling.

- (Too) simple organization systems: I haven't seen any tagging options. It's mostly just folders and sub-folders.

- Weird errors: At times videos wouldn't transcode or some files wouldn't be recognized right away.

Pros

Easy to create lists and has nice features for customizing processes within each list. Drag and drop functionality is helpful.

Cons

Assigning individual steps to a person then editing that when there is staff turnover is very cumbersome, especially when you have a lot of lists. There should be a transfer tasks feature where you enter a person's name and it pulls up all assigned tasks in templates, then have ability to either transfer all task to another user or deselect some so that just remaining are transferred to a different user automatically.

Pros

With process street you can manage tasks, and while at it you can assign them and create documentation related to the processes
It is a workflow and process management software that provides a simple and powerful way to manage recurring checklists and procedures in the business.
with a simple interface it lets you create structured documents in seconds, with drag and drop functionalities that make it easy for anyone to use.
As a user, you can quickly create and assign checklist workflows to your team and track activity from the dashboard and get notified when tasks are done.

Cons

There is nothing not to like.
It is a lot of information to start with however, they over deliver (never a bad thing really) information on how to use their system, samples, advice, instructions. So the problem here is there is too much if you are just starting out.
It is always best to have one path so users can see the basics and then give access to everything else (just my opinion)

Pros

What I like is that you can have online access to your documents, easily organize the items, and watch the video and leave comments. I assume that Process Street is also useful to give access to internal procedures in a company, although I did not use it for this. The application can also be integrates with many other organizational applications to keep track of what you are doing or what changes you make and downloading documents from here.

Cons

I would have liked it if the folders had a picture and a brief description. I mean not to be exactly like the documents from computer, plain.