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Healthcare
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RiskMedix

Process template for riskmedix application

Created By: Siddarth B, Sr Software Engineer
Riskmedix
Misc
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Real Estate Business Management

Real Estate agents have to manage client relationships, contracts, research, home repairs and closing dates for a bunch of clients, all at the same time. This template is designed to help you manage your real estate business. Easily assign agents and teams, and manage the workflow from first contact through closing and beyond!


This process is designed to manage:

  • Clients relations
  • The buyer or seller journey
  • Client research
  • Contract deadlines
RP
Created By: Robert Potter
Real Estate
Real Estate Workflow
Architecture Project Workflow
Construction Workflow
Finance
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Running Employee Payroll (UK Template)

Payroll processing is the procedure taken to pay employees at the end of a payroll period. This process involves multiple steps to ensure that pay is properly calculated, tracked and doled out and that the correct amounts for tax, company benefits and other deductions are withheld.


This great example of a process that's run every week/month, the employee payroll process is one you'll want to get right every time. Here's a template to help you get started.


Check the .Gov website for more information: https://www.gov.uk/running-payroll

Created By: Julio Staude
Payroll
HR
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Hiring Process

An organized hiring process empowers companies to find and hire the right employee with efficiency and ease – keeping the cost-to-hire and time-to-fill expenses down. A hiring process that is inefficient or one that results in no hire (or, worse, a bad hire) wastes valuable business resources and puts your company at a disadvantage.  


With this template, hiring new employees will never be the same! Its a great starting point and fully customizable.

You can monitor each candidate progress as they move through the hiring process.

Created By: Julio Staude
HR
Hiring Process
Vacation Leave Request
Posting a Job Opening Workflow
Employee Off-boarding
Project Management Process

Align your project strategies, track project progress, and streamline each step in your project with this template. 

Use this template to propose new project plans, gain approval from key stakeholders, create actionable steps to complete the project, and deliver the project with ease.

Created By: Julio Staude
Project Management
Project
Customer Onboarding

Create the best impression with your new customer with a solid onboarding process. Set expectations and demonstrate that they made the right decision in engaging your company. Have a clear set of activities in mind – that could be an introductory phone call, with a follow-up email, for instance – and ensure all your team members know what’s expected of them.

Created By: Julio Staude
Onboarding
Onboarding Process
Design
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Design Thinking Process

Design thinking is a process for solving problems by prioritizing the consumer's needs above all else. It relies on observing, with empathy, how people interact with their environments, and employs an iterative, hands-on approach to creating innovative solutions.


This Design Thinking process template can help you: 


- Document your design process.

- Improve inefficiencies in your design process.

Created By: Julio Staude
Design Thinking
UX
Supplier Management

Supplier management is the process of assessing supplier performance, defining and setting expectations for quality and delivery, and maintaining supplier relationships. The goal of supplier management is to ensure that suppliers meet or exceed the buyer’s expectations in terms of quality, delivery, and cost.


There are many benefits to effective supplier management, including improved quality and delivery of goods and services, reduced costs, and improved relationships with suppliers. In addition, by managing supplier performance, buyers can reduce the risk of disruptions to their own operations.

Created By: Julio Staude
Supplier Management
Supplier
Competitors Analysis Process

A competitor analysis, also referred to as a competitive analysis, is the process of identifying competitors in your industry and researching different marketing strategies. It's a foundational step in required to understand your industry and your space.


Manage:

  • Competitor identification
  • Key Measurable Metrics
  • Strengths and Weakness evaluation
  • Self evaluation
  • Competitive Analysis


Use this template to track all the necessary work around creating a great Competitor Analysis on an internal team or as a service.

Created By: Julio Staude
Marketing Analysis
Analysis
Marketing Campaign Management
Sales Pipeline
Installation and Warranty Process (I&W)
Competitors Analysis Process

A competitor analysis, also referred to as a competitive analysis, is the process of identifying competitors in your industry and researching different marketing strategies. It's a foundational step in required to understand your industry and your space.


Manage:

  • Competitor identification
  • Key Measurable Metrics
  • Strengths and Weakness evaluation
  • Self evaluation
  • Competitive Analysis


Use this template to track all the necessary work around creating a great Competitor Analysis on an internal team or as a service.

Created By: Julio Staude
Marketing Analysis
Analysis
CI/CD Pipeline
Extreme Programming Process Workflow