by Amit Kothari
Software Reviews
Best To-Do App: Asana vs Wunderlist vs Todoist

In today’s day and age, distractions are ever present and prevent us from staying focused – that’s why managing your time efficiently is crucial. One of the best time-management tools is a to-do app! Whether...

by Sonia Pearson
Process Improvement
Value Stream Mapping: Definition, Steps, and Examples

Value stream mapping is a lean management tool that helps visualize the steps needed to take from product creation to delivering it to the end-customer. As with other business process mapping methods, it helps with...

by Sonia Pearson
Technology Trends
Intelligent Automation: Definition and Examples

Independent analysts like Deloitte warn that companies that fail to include intelligent automation in their work processes will be left behind. It’s an opportunity that can’t be overlooked, but what is it, how are other...

by Sonia Pearson
Workflows and BPM
Step-By-Step Guide to Business Process Mapping

Processes are at the heart of the way every business operates, and the greater understanding of what they are, how they function and what impact they have, the better you’ll manage your business. This is...

by Amit Kothari
Process Improvement
Business Process Improvement (BPI) – Definition, Steps & Methodologies

Business processes are rarely as efficient as they could be. Most businesses never stop to re-evaluate their processes – they just stick to what they started out with. While this isn’t necessarily bad, it leaves room...

by Amit Kothari
Workflows and BPM
What is a Workflow – a Beginners Guide [3+ Real-Life Examples]

For anyone that’s just getting started, workflow management isn’t the easiest field to get into. Before you even know the basics, you’re bombarded with hundreds of corporate buzzwords: process mapping, workflow automation, you name it!...

by Amit Kothari
Process Improvement
What is a Business Process [2+ Practical Examples]

A business process is a series of repeatable steps taken by a team or company to achieve some sort of business goal: managing deliveries, assembling products, onboarding employees, etc. The key aspect of a business...

by Sonia Pearson
Workflows and BPM
Professional Services Automation: Definition and Use-Cases

Professional services automation is what differentiates the “good” service-company from the “OK.” Using professional services automation (PSA) software, your company can make your interaction with the clients much smoother for both parties. What is Professional...

by Sonia Pearson
Project Management
Guide to Managing Regulatory Change [5+ Actionable Tips!]

You’ve always been proud of the way your company adheres to the letter of the law – and then the government moves the goalposts. Suddenly, you have to make changes to the way you do...

by Sonia Pearson
Human Resources Management
Top 7 Tips For New Employee Orientation

You’ve finally found a good candidate for the position. It’s been hard work, it has taken strategic thinking, and now you want the new staff member to settle into the job and be productive as...

by Sonia Pearson
Human Resources Management
Step-By-Step Guide to the Employee Offboarding Process

You’ve probably heard a lot about employee onboarding, but a smooth exit is just as important as a great start. The employee offboarding process isn’t just about leaving your outgoing employee feeling good – it...

by Sonia Pearson
Process Improvement,Project Management,
How to Write a Project Proposal That’ll Get You Noticed

When it comes to trying to get yourself noticed and listened to in the world of business, you’ll probably end up having to write a project proposal every once in a while. Project proposals can...

by Amit Kothari
Project Management
What is a Project Charter: Definition and Examples

A Project Charter is a document that, while describing the purpose of a project and its scope, it legally authorizes the beginning of the project. Any business nowadays, before initiating a new project requires a...

by Sonia Pearson
Customer Success
The Service Process: Definition and Types

Whether your organization produces goods or offers services, the service process defines the customer experience. It will either lead to customer satisfaction, referrals, and repeat business, or even disappointment. As a business owner or manager,...

by Sonia Pearson
Finance Management
The Order to Cash (O2C) Process: Definition and Best-Practices

Getting orders and getting cash both sound like things any business will like, but there’s many a slip between getting an order and actually getting the cash in your bank account. We look at the...

by Sonia Pearson
Process Improvement
Process Architecture: Definition and Examples

Process architecture refers to the hierarchal design of processes and systems that are applied when transforming inputs into outputs. The term can be applied to computing, the processes businesses undertake, and project management to name...

by Sonia Pearson
Project Management
Project Portfolio Management (PPM): Definition and How To

Project portfolio management (PPM) is essential for any large company or corporation. All the projects a business undertakes involve a degree of risk and the possibility of returns on investment. Just as investors buy shares...

by Sonia Pearson
Customer Success
The Omni-Channel Experience: Definition and 5 Examples

The internet and the multiple devices and platforms that connect to it has transformed the way we shop. It should also influence the way we market. “What?” you say, “But I already have a website,...

by Sonia Pearson
Process Improvement
What is Process Documentation (And How to Do it)

When it comes to introducing a new process or refining and improving an existing one, there is no better way to begin than to create process documentation. It is a common part of Business Process...

by Sonia Pearson
Project Management
Everything You Need To Know About PERT in Project Management

Working in project management means knowing all about several important acronym and PERT is another one that you need to be able to understand and judge whether it is appropriate for use in your projects....

by Sonia Pearson
Finance Management
What is Operational Risk Management – Definition and Core Concepts

Operational Risk Management is a methodology for organizations looking to put into place real oversight and strategy when it comes to managing risks. Every business faces circumstances or fundamental changes in their situation that can...

by Amit Kothari
Workflows and BPM
How to Pick the Best BPM Solutions [5 Must-Have Features]

Business Process Management (BPM) is a methodology of constant process evaluation, improvement, and automation. So buzzwords aside, what does that mean in real-world terms? It means that you always strive to make your workflows (just...

by Amit Kothari
Workflows and BPM
BPM vs Workflow: What’s the Difference?

In the world of process management, there are 2 types of software that dominate the market: workflow management and business process management (BPM). If you’ve had experience with both, you’re probably wondering “what’s the difference?”...

by Daniella Bursak
Software Reviews
Picking the Best Online Form Builder: Top 6 Tools

Are you looking for an efficient way to collect information from groups of people, whether it be contact information, survey data, or lead generation? If so, you are probably searching the market for the best...

by Daniella Bursak
Software Reviews
Best Accounting Software: QuickBooks vs Xero

Almost all companies need to carry out basic tasks such as invoicing, paying wages, dealing with payments, and building accounting reports. Accounting software makes performing these functions easy and efficient. There is, however, a lot...

by Amit Kothari
Customer Success
Hope is Not a Strategy for Onboarding Customers

I recently had lunch with my friend and colleague Roderick Jefferson. Roderick is a nationally recognized educational and motivational speaker and is also an acknowledged thought leader in the sales enablement space. When Roderick shared...

by Jamie Johnson
Customer Success
The 6 Stages of the Customer Buying Process & How to Leverage Them

Disregarding the type of business you run, or the industry you’re in, you should probably be aware of what the buying process is & how to take advantage of it. What is the Customer Buying...

by Sonia Pearson
Finance Management
The Complete Guide to the Purchase Order Process

If you’ve worked in a corporate environment or within the financial or supply industries, you’ll be familiar with purchase orders. Whether you deal with them on a daily basis or it’s just a phrase you’ve...

by Jamie Johnson
Project Management
What is a Change Request and How to Manage It

During a project, a change request can often be met with dread. But the fact is, they are a reality in the business world and often, change requests are submitted for legitimate reasons. In our...

by Jamie Johnson
Human Resources Management
Definition – What are Knowledge Workers?

In every company, there are those employees whose jobs mainly involve acquiring and using information in a creative way.  Peter Drucker referred to these individuals as knowledge workers in his 1959 book, Landmarks of Tomorrow....