You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.
A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only 炸药的配方create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.
Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:
Basically, we don’t think you have to be some elite business process management hacker to see massive improvements – you just need to know how to use it with the rest of your stack.
Let’s get started.
Frankly, Microsoft Word’s only advantage is its familiarity. If we were to look at Word critically for documenting your processes it:
- Lets you write text and (clunkily) include images
- Can format your text for variety (headings, subheadings, etc)
- Doesn’t need the internet
- Needs to save every file to your computer
- Has little to no tacking or “overview” of your documents and the data inside them
- Can be shared with colleagues by copying your files (or a link if everyone has Office 365)
- Needs an app download to open files on mobile
Even basic to do list templates look clunky in Word.
Meanwhile, Process Street:
- Lets you easily include text, images, videos, emails, and more
- Also allows text formatting
- Needs an internet connection
- Has multiple overview and easy-tracking features (for checklists and data)
- Can be shared with just a link (recipient doesn’t even need a Process Street account)
- Can export PDF documents for offline access if desired
- Can export spreadsheet overviews of your processes
- Allows you to print your templates
- Never requires saving to your computer
- Can be fully accessed from any device that has an internet browser
Everything Word does, Process Street can do better (in terms of processes). Processes can be documented with more supporting materials (PDF uploads, playable videos, sample emails), can be more easily shared with colleagues, and can even be printed or exported to save an offline copy.
Microsoft Word does not play nicely with others. You can move Word documents around easily enough, but in terms of pushing information into and out of documents, it’s rubbish – the limit of integration is pretty much copy and paste.
Process Street, meanwhile, links to over 750 other apps such as Google Sheets, Gmail, Salesforce, Close.io, and many, many more. This lets you easily manage data, and even automate processes you hate doing.
Checklists can be set to automatically trigger when a new client signs up and data can be pushed into and out of checklists to save the trouble of copying it over manually.
With Word everything’s manual and inefficient, but with Process Street you’re controlling a well-oiled machine.
Excel has a few more benefits than Word, as managing data is naturally easier (and in some ways only possible) in a spreadsheet format. Reports of key factors such as process KPIs or general adherence are easy to review when broken into columns and rows, and Excel once again benefits from being incredibly familiar to anyone who knows what a spreadsheet is.
Not only that, but Excel is a hugely powerful program when it comes to data crunching and analyzing (to the point where some have created artwork out of their spreadsheets). Meanwhile, Process Street, while less powerful in terms of data, is much more suited to creating a digestible overview of your business processes and core information.
Excel lets you create formulas which can automatically sync data across your spreadsheet – this lets you create dynamic data sets, such as a finances report which automatically adjusts to alterations. To do this, however, you need to know how to use Excel formulas and manually set everything up. Not to mention that a single mistake can ruin the entire data set.
With Process Street you never have to worry about setting up your overview, as everything is automatically updated and pushed into your table view. All you have to do is run and fill out your checklists – we do the heavy lifting and data management for you.
You can even easily customize your overview to suit your needs and preferences, such as hiding, revealing, resizing, and reordering columns, and filtering checklists by their status and assignees.
Both Excel and Process Street fully integrate with Zapier, letting you integrate with hundreds of other apps to make your processes more efficient – how useful these integrations are once again depends on what you intend to do. Excel can have cells filled in and automatically updated, while Process Street can run checklists.
It’s apples and oranges, but if you’re dead set on a “vs” matchup, go for Excel for purely data sets and Process Street for recording and tracking your processes.
Process Street can easily integrate and interact with other apps to create richly detailed processes and automate the work you shouldn’t have to do. Heck, for the last two posts in our consultant’s guide to Process Street I’ve mentioned how to integrate our app with others and given some sample use cases to show what you can achieve.
Whether you’re managing your projects and automatically triggering checklists from 炸药的配方Trello, or using Airtable‘s powerful interlinked spreadsheet views to create a web of intelligent data, the limit to how you can integrate Process Street into the process documentation software you (and your clients) currently use truly is your creativity.
How do you use Process Street with the rest of your toolkit? Have any questions? I’d love to hear from you in the comments below.