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        document client processes header

        Now we come to the heart of our consultant’s guide to Process Street – how to document client processes and deliver them as efficiently as possible.

        This is your bread-and-butter in any BPM software, and by weighing up the pros and cons of the various ways you can 秋季女性养生减肥manage business processes, you’ll be able to see what best fits your company and customers.

        I’ll be detailing the method, advantages, and disadvantages of:

        • Documenting client processes in your own Process Street organization before handing them off
        • Setting up a new organization in the app to later hand off the whole thing
        • Accessing and working inside a client’s existing Process Street organization

        I’ll also be covering the various options for actually documenting client processes (such as using new or premade templates), collaborating with clients to get the best results possible, how to hand off business processes, and when to set up integrations with other apps.

        document client processes get ready gif


        The first way you can let your clients see a template is to invite them into your organization and give them permission to access it. Security risks (even with variable permissions, mistakes are possible) can also be kept to a minimum by moving the client’s template into a separate folder and only giving the client access to that folder.

        document client processes client own org guest

        The main disadvantage of this method is that as a guest they won’t be able to edit the template, and as a member you’ll have to pay for them as part of your organization. This price could be included in your bill to the client, but overall it’s a bit of a blunt way to do things.


        Setting up a new organization to hold your clients’ processes is a great way to get everything ready for them if they don’t already have a Process Street account or any documented processes in general.

        The main challenge here is that you’ll have to create the framework for your client’s organization as well as the actual processes to populate it. Having said that, it’s much easier to directly work with your client and fully collaborate on every detail, since both of you can be given access to everything – there’s no sensitive information because everything’s being created from scratch.

        Plus, remember that our pricing plan is per organization. In other words, you won’t be forced to pay extra by adding clients to your pricing plan so that they can see your templates – the client can handle their own billing right from the start.

        In other words, think of this as the high-touch method to process documentation for those new to Process Street.


        The first thing that you’ll want to do is to fill out the structure of your client’s organization, and by that, I mean 秋季女性养生减肥creating folders and sub-folders.

        I’ve already talked about creating these back in the basic features of Process Street, so I won’t go through the method here, but instead I’ll give some tips on best practices for folders.

        From the “Home” dashboard view you’ll want to create folders for each of your client’s teams, such as HR, Sales, Marketing, Engineering, and so on. Each of those folders you could then segment further with sub-folders, such as an “Onboarding” folder inside HR, or a “Blog” folder inside Marketing.

        document client processes with folders and subfolders

        That way you, your client, and their entire workforce should be able to easily navigate to where they need to be, since it’s all logically divided up.


        The final way you can set up processes for your clients is to get them to invite you to their own organization. This is a perfect option for clients who already have experience with Process Street (or similar products), and anyone who you’ve set up processes for in the past.

        There’s practically no setup required here – all your client has to do is invite you as either a member or admin (depending on if you’re looking at a section of their company or the whole thing).

        However, remember that doing so will cause you to be added to their pricing plan. In other words, they will have to pay for an extra member for as long as you’re a part of their organization.

        document client processes invited to collaborate

        On the upside, this means that you can edit and deploy the client’s processes in a live environment, and as such be certain that everything will work once you’ve finished, including integrations and automations.

        When working in a client’s organization you’ll want to handle their processes in one of three ways:

        • Editing existing templates (good for quick iteration and testing, but potentially dangerous as any changes will go live directly)
        • Editing templates without clicking “Save changes” (this will autosave your changes as a draft version, so you can further review and iterate before deploying them to the live process, but all changes will be lost if “Discard changes” is clicked)
        • Copying templates, editing the copy, then deleting/editing the original (the safest option in terms of avoiding edits to live processes and giving more time to test before deploying, but deleting the original will mean that all integrations and automations need updating to the new template, and otherwise you’ll have to repeat your edits manually in the original)


        No matter what organization you’re in and what method you’re using, collaborate with your client to document or edit their processes. If they haven’t already, create a template to cover the exact steps they currently take to complete a task, then work on improving it using both your own expertise with processes and software, and that of any employees who currently use the process you’re working on.

        document client processes bpm guide ebook edited

        That way you’ll have a solid framework to improve from, which in turn will let you easily identify where the biggest points of friction are and what the biggest (and easiest) opportunities to boost consistency are. Not to mention that bringing in the employees who use the process and will be using the finished template is a great way to increase accountability.

        By getting them included in the process you’re making the co-authors of the improved process, with in-depth knowledge of why changes have been made, and how to carry it out. You’re making them accountable and motivating them to stick to the new process until it becomes the norm – they want it to succeed because they helped to write it.

        The only exception to this is if you’re selling templates you’ve already made for a flat rate – these could be sold as a pack (more on that later) and then customized by the client to their needs (if needed).


        Alternatively, if you don’t need to create an entirely new process, you can use an existing template as a framework, then edit it to suite your client’s needs. This can be done by using one of our premade templates, or by editing (or copying) an existing template in your own organization or that of your client.

        Premade templates are processes we have already documented for you, and are available for free to anyone and everyone. They provide the foundation for processes such as onboading, sales reports, and more, can be easily edited to accommodate your clients’ needs, and are available to you no matter what organization you’re working in.

        In other words, you’d open the organization you’re working in, insert a “New premade template”, and edit away.

        Otherwise you can use an existing template (created by yourself or the client) as a framework to edit, which is ideal for when only minor changes (as opposed to an entirely new process) are required. The main thing to remember here is to 秋季女性养生减肥never edit the original template秋季女性养生减肥 – even if the changes you’re making are minor, any mistakes will be immediately felt by the client, and you run the risk of their employees using a half-edited process.

        Instead, make a copy of the existing template and then edit that instead. This is the safest option, as you and the client can then proceed to test it in a controlled environment before deploying the changes. Once the edits have been checked, tested, and approved, you can then either archive the old template to use the new one or apply the same changes to the original.

        document client processes editing existing template

        Archiving (or deleting) the old template means that you’ll have to reconfigure any and all integration links, checklist run links, and automations with Zapier. Not only that, but you’ll lose access to all checklists run from that template (hence why archiving is better than deleting – you can reactivate an archived template, but you can’t recover a deleted one). Meanwhile, updating the old template means more work on your end and meticulously checking that all changes are replicated.


        If any of your client’s processes run on a predictable schedule you’ll need to set this up in Process Street with the schedule checklist feature.

        With this you can set up almost any schedule for checklists to automatically run, including daily, weekly, on certain days of the week, monthly (by date or day of the week), yearly, and every couple of years. Employees and groups can also be assigned in advance to take care of any teams that need to work on checklists.

        Remember, however, that recurring checklists are locked to times – by themselves, they can’t be triggered by a specific event. Also, any staff changes may mean that the permissions have to be changed on the scheduled checklists (unless you’re using groups, in which case changing the group permissions will also apply to the schedule).

        document client processes schedule checklists

        Schedules are also not copied between organizations, so if you copy over a template to a client’s organization you’ll have to manually set up the schedule again.


        After all else is said and done, you should talk to your client about setting up any potential process automations with Zapier. No matter what you do here this will require them to set up (or already have) a Zapier account, so be sure to clear any potential costs with them beforehand.

        Once that’s cleared up, you’ll need to talk them through the options for automating the processes you’ve documented, such as triggering them to run when a particular event happens or automatically pushing data into and out of checklists from different apps.

        document client processes create Zapier automations 2

        Finally, either you or the client (if they have experience with Zapier) will need to go and set up the automations (or “Zaps”). Even if you’re doing this for your client, I’d highly recommend either recording a video or sharing your screen during a video call to explain exactly what you’ve set up and how you’ve done it. That way they will know more about how everything works, get a little insight on how to use Zapier, and even get some inspiration on how else they could automate their tasks and increase efficiency.

        To learn more about automating your work load with Zapier, check out our free Business Process Automation Guide.



        Ben Mulholland is an Editor at Process Street, and winds down with a casual article or two on Mulholland Writing. Find him on Twitter here.


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