Process Street

Pros

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.

Cons

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 Considered

Jira and JIRA Service Management

Reasons for Switching to 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.

Pros

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

Cons

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

Alternatives Considered

Microsoft Planner

Reasons for Switching to Process Street

Microsoft didn't seem to have the flexibility and condition options needed for many of our tasks that process street had. Which was a big need for us.

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

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

Cons

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

Pros

Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows.

Cons

The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently.