Onboarding isn’t just about introductions and paperwork—it’s about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast, Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations.
Most companies treat onboarding as a structured process of paperwork, policies, and productivity expectations. However, according to Jen Bergren, onboarding expert and knowledge management strategist, one essential element is often missing: human connection.
In this episode of the Employee Onboarding Podcast, Jen shares insights from her research and experience on why successful onboarding is about fostering relationships, confidence, and belonging from day one.
Onboarding isn’t just an HR process. It’s the foundation for business growth. From creating white-glove candidate experiences to aligning stakeholders early, Megan Weizel, Managing Partner and Career Strategist at Salmela, shares actionable strategies that will change how you think about recruiting, onboarding, and keeping top talent.
Victoria Cooke’s path to HR wasn’t typical—and that’s exactly why her insights stand out. A former large-scale event planner, Victoria now sees onboarding as an experience to be designed, not a box-ticking exercise. As Manager of People and Culture at Happy Money, she joined Erin Rice on the Employee Onboarding Podcast to share her secrets for creating authentic, high-impact onboarding processes.
Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.
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A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the department transformed its procurement operations, establishing a blueprint for government-wide adoption.
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Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across various industries, including Webflow, Boom Supersonic & NerdWallet.
When Hustle Fund crossed 150 investments, they faced a pivotal moment: scaling their operations without ballooning costs or risking compliance mishaps. Relying on manual processes for deal tracking, compliance, and audits wasn’t just inefficient—it was unsustainable. They needed a solution to manage their growing complexity and found it in Process Street, a project management platform purpose-built for venture capital firms. The results were transformative.
Private equity processes are complex and involve multiple stages, from deal sourcing and due diligence to portfolio management and exit strategies.
To streamline these operations, many firms rely on templates to ensure consistency, efficiency, and accuracy throughout each phase. Templates for financial modeling, due diligence checklists, management reports, and client communication help standardize the approach, reduce errors, and improve collaboration across teams.
By utilizing these tools, private equity firms can focus on making informed decisions, optimizing portfolio performance, and driving value creation.
This article explores the key private equity processes and provides the essential templates that simplify and enhance them.
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Real estate asset management is a complex field, requiring meticulous oversight of properties to maximize value and returns.
To streamline these intricate processes, many firms leverage specialized templates that standardize key activities like property management, financial reporting, and tenant relations. These templates not only enhance operational efficiency but also ensure consistency and accuracy across the portfolio.
Whether you’re managing a single property or an extensive real estate portfolio, having the right templates in place can make a significant difference in performance and profitability.
In this article, we’ll explore essential real estate asset management processes and the templates that simplify them. We’ll cover:
Investment banking processes are intricate, involving detailed steps from deal origination to execution. To navigate these complexities, bankers often use specialized templates that guide them through each phase, ensuring consistency and precision.
These templates cover everything from financial modeling and valuation to client presentations and due diligence, making it easier to manage multiple tasks efficiently. For professionals looking to streamline their workflow and maintain accuracy, having access to well-designed templates is essential.
This article explores the key investment banking processes and provides valuable templates that can enhance your effectiveness and help you deliver top-tier results in a competitive industry. We’ll cover:
Workflows
Projects
Data Sets
Forms
Pages
Automations
Analytics
Apps
Integrations
Property management
Human resources
Customer management
Information technology
