Avis clients sur Process Street

Avantages

L'analyse des données, l'application nous aide à ne plus trop réfléchir et l'utilisation est super facile

Inconvénients

Aucun inconvénient jusqu'ici, toutes les fonctionnalités du logiciel sont parfaites

Avantages

Il permet le dispatching et le suivi des taches dans un projet géré par une équipe

Inconvénients

Pas d'inconvénients particuliers notés lors de notre utilisation

Avantages

Process Street est un logiciel de gestion et de planification du flux de travail. Il permet de communiquer à distance et facilite la collaboration en équipe.

Inconvénients

Process Street est un logiciel très utile et sans inconvénients détecté.

Avantages

Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time.

Inconvénients

Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency.

Alternatives envisagées 

Jira et JIRA Service Management

Pourquoi passer à Process Street

We still use JIRA for broad project assignments, but added Process Street into our workflow to complement JIRA. Process Street seems better suited for us to track detailed tasks and provide updated SOPs to staff as they use it, but JIRA is still out "big picture" project management board. Thus far it's a helpful combination having management able to view big picture project phases on JIRA and the technicians completing detailed task-level assignments in Process Street. We are also integrating JIRA to trigger specific Process Street tasks when a project is moved into a specific phase in our project management workflows.

Avantages

I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting!

Inconvénients

There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing.

Avantages

Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done.

Inconvénients

– Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls)
– Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot)
– Too little automation customization (ex. Slack connection is very limited)
– The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor)
– Content -> Send Email and Forms -> Long Text lack even simple formatting capability

Avantages

I like Process Street because it allows you to automate repetitive tasks, which saves time and reduces errors. With this tool, it is possible to monitor processes in real time, identifying possible bottlenecks and improving efficiency. In addition, Process Street integrates with a wide variety of tools and platforms, making it easier to manage processes in all aspects of the company

Inconvénients

I did not like the cost since it is somewhat high, although Process Street offers a free version, the more advanced functionalities require a paid subscription.

Avantages

The checklist feature that is repeatable daily, creates a continuity for all employees and managers.

Inconvénients

More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us.

Alternatives envisagées 

Asana et Smartsheet

Pourquoi choisir Process Street 

We wanted easier checklist style format which would lead to more accountability

Logiciel antérieur 

Asana

Pourquoi passer à Process Street

The checklist features and overall application fit our need to become more accountable as a company.

Avantages

I like the relative ease of how to use it and being able to copy/create standard flows really quickly. It makes it very easy to have others in the organization have tasks to do, but, not need a license

Inconvénients

It is missing some automation pieces that could really bring it to the next level and save even more time in certain tasks. It is also a bit more difficult to see an overall picture of multiple tasks that are going on at the same time

Avantages

We love the conditional logic option and use it on every form.

Inconvénients

We wish that an image could be inserted with text instead of it needing to be added as a separate field.

Avantages

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.

Inconvénients

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.

Avantages

I usually have a browser open with multiple tabs to edit my website, locate multiple google docs, and database. On the other side I have multiple documents open and my finder to send out emails with the same email text I always use. NO MORE! I created an enormous workflow in process street that allows me to access my website through a quicklink, edit google docs and sheets by embeding them in the process, saving my form emails for my coworkers and i to use that send from my outlook not through process street (so it looks like i spent time writing the email). This process is amazing. My coworkers all think I am a hero for finding it and they quickly embraced it. I would pay for it myself but my boss said it was a go. I tried programs like monday.com and slack but they were more for design management not an enormous task list that lets you know step by step by step what to do next with a link where to go.

Inconvénients

I still need to learn more about the cons of this software. I will update when I know more.

Alternatives envisagées 

Slack et monday.com

Pourquoi passer à Process Street

I tried the others and this one allowed me to build out my workflow and practice it a few times.

Avantages

Easy to use interface with lots of options to facilitate process documenting and tracking.

Inconvénients

It has a lot of functionality, so there is a steep learning curve. Support has been great at addressing any questions.

Avantages

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!

Inconvénients

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.

Avantages

Process Street provides a powerful and intuitive platform for streamlining workflows and improving productivity. The software's visual checklist approach allows teams to create and manage standardized processes, ensuring consistency and accuracy. With its user-friendly interface and extensive template library, Process Street simplifies the creation and documentation of workflows, making it easy for both technical and non-technical users to collaborate effectively. The platform's automation features, such as conditional logic and task assignments, enhance efficiency and reduce manual effort.

Inconvénients

One potential drawback of Process Street is the learning curve associated with mastering the platform's advanced features. While the basic functionality is straightforward, unlocking the full potential of the platform may require some time and training, especially for users new to process management software. Additionally, the lack of native integrations with certain popular tools may require additional steps or workarounds to connect Process Street with existing workflows, which can be a minor inconvenience.

Avantages

Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others.

Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful!

Inconvénients

Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen.

Avantages

It allows the manager and the assistant to fully see what is in process and who it is waiting on. Nothing is in our heads any longer and best of all, no step is forgotten or overlooked because we are able to create Stops in the process so certain required steps or documents are collected before moving forward. Our compliance and process automation have skyrocketed because of this product.

Inconvénients

The cost or lack of ability to easily add a LOT of external users to do one or two clicks in the process. That would be really cool to include that.

Alternatives envisagées 

Trello

Avantages

Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line.

Inconvénients

Tough to criticize anything about the product!

Avantages

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.

Inconvénients

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

Avantages

Great UI experience, friendly support, and feature-rich. Intuitive, super easy to use, and professional. Extensive tutorials and examples of use. Share your systems and repeat tasks without error. Collaborative workflows and procedure documents created in moments. Ability to schedule is a life-saver. All changes are auto-saved.

Inconvénients

No option for sub-folders. No mobile app yet but I imagine it's on the way. Honestly not much to complain about with this product. Developer is on top of it and very forward-thinking.

Avantages

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.

Inconvénients

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

Avantages

I love that I'm able to easily see what I need to do now or have done in the past with every client I'm working with. I'm able to clearly write out everything that needs to be done for every process we have in my department so that those processes are completed every time, on time.

Inconvénients

I wish you could add in special tasks to individual processes. These are tasks that rarely come up or have a specific one time task for one client that would be nice to add into a to do list without editing it for future flows.

Avantages

When people mentioned Process.St when it first came out, I thought it was some kind of checklist tool like Wunderlist. When I got into a trial, I realized it wasn't. It was so much more! Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create deadlines based on other info or deadlines, and more!

Inconvénients

My only complaints:
Process.St recently changed the plan names and my plan didn't get the new updates.
It can get a little pricey as your team grows and free guest accounts have little capability.

Avantages

Customer service is unrivaled even with a huge time zone difference. Always friendly and always willing to provide above and beyond support.

Inconvénients

A bit pricey compared to other alternatives.

Avantages

- 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.

Inconvénients

- 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.