Process Street Case Study: How to Launch a New Type of Service with Process Street

A behind the scenes look at how Leverage is using this tool to transform its service.


Image from Process Street

Process Street has been all the buzz around Leverage. We can’t stop talking about it — or using it. This tool has proven to be so useful that we even give our members a free enterprise account for an entire year to get their processes documented and workflow organized, which is a major safety factor for businesses. But this is more than just a perk, it is a solid foundation for every new and old business process you implement.

Leverage has already documented how we do every task in the form of an easy checklist in Process Street. Documenting has benefits such as reviewing your current way of doing things to notice areas of improvement and make your current process more efficient. But, it is also a great way to implement a brand new idea. Before launching the idea into action, you organize each step of the way and assign the appropriate team members to each part of the checklist.

Recently we received a case study from our Head of Business Operations, Florence Bout. She told us how Leverage is using Process Street to create a brand new service offering for our members, to provide an easier and more positive user experience.

Leverage is rolling out fixed project pricing, instead of its signature hourly rates. Why? Well, there’s many reasons we chose to go this route to better serve our clients, but to keep it simple it is a way to give clients a full project cost estimate and remove any uncertainty before their work begins.

Here’s what our checklist in Process Street, a la Florence, looks like.

Here you can see that we’ve laid out the template for how we will define a project, each of its moving parts and the the Leverage team members involved. You’re seeing this first-hand, so our template is still in the works and being reviewed internally before we launch it live for our members.

Let’s break it down

Phase 1 — Project Scope

In this phase, all parts of the checklist are formed around discovering what the client needs, what the project will entail and creating a full scope of the project.

Phase 2 — Define

After the project is assessed, we develop specific project milestones and the total cost. This way the client can see a timeline of deliverables and the project cost… therefore mitigating unexpected surprises from popping up along the way.

Phase 3 — Set-Up

Here we prep all the Trello Cards and/or Slack channels that we’ll need to properly manage the project and all internal + external communications.

Phase 4 — Milestones

This section is specific to our finance department. The image below shows how each person on the team and their respective cost is shown directly in the checklist, keeping it easy to organize how to pay multiple team members that are collaborating on a single project.

After all of the milestones are completed, the project is finalized which means the client is given their final deliverables and the project is closed.

So, there it is. Our real-life, real-time example of how we document our workflows and prep our staff to be fully prepared each step of the way before we launch a new idea or service. This process, in theory, could be applied to most types of project management application for testing prototypes, new products or new service offerings.

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