How Acuity Improved Operational Efficiency with Process Street

Acuity stands out by providing top-tier services for eCommerce businesses. 

To maintain their edge, they needed a robust solution that could streamline complex processes, standardize operations, and support rapid scaling. 

This vision became a reality with Process Street.

Patti Scharf, Acuity’s Chief Process Officer, first started using Process Street with her company Catching Clouds, a smaller team of 30 people who later merged with Acuity.

A key selling point was Process Street’s integration with Zapier.

In this case study, we’re going to cover:

• Benefits gained by implementing Process Street
• Challenges faced by Acuity & how Process Street assisted
• Results: How Process Street transformed Acuity’s operations

Benefits gained by implementing Process Street

Before implementing Process Street, training new employees was overwhelming. 

Initially, Catching Clouds needed help maintaining consistency with their operations. 

Processes were documented but scattered across various platforms like Google Sheets, Google Docs, Slides, and Asana, leading to confusion and inefficiency. 

Catching Clouds faced its own challenges, especially during the great resignation. 

Acuity was struggling to develop their own standard and well-documented processes, and when they had the opportunity to merge with Catching Clouds, it made for a perfect pairing.

The impacts on Acuity’s operations have been transformative. 

Operations now run smoothly across Acuity’s 140 employees, with Process Street being an indispensable tool for client onboarding, employee training, month-end close processes, billing, and more.

Patti attributes much of Acuity’s operational success to Process Street.

Acuity uses Process Street for:

• Client and employee onboarding/offboarding
• Monthly account reconciliation (month-end close)
• Client data management and CRM functions
• Billing processes
• Standardization of internal and client-facing processes

Challenges faced by Acuity & how Process Street assisted

In managing bookkeeping for eCommerce businesses, Acuity faced the daunting task of maintaining operational efficiency and growth. The hurdles included:

• Complex, variable processes across different accounts
• Inefficient, fragmented documentation leading to chaos
• High training overheads and inconsistent operational practices
• Integrating new technologies and automating tasks

Process Street was introduced to solve these multifaceted issues efficiently.

Results: How Process Street transformed Acuity’s operations

Here’s how Process Street helped Acuity transform: their processes:

Enhanced standardization

Process Street transformed Acuity’s complex bookkeeping processes into clear, repeatable workflows. 

This standardization ensured consistency across the board, making it easier for employees to follow procedures accurately.

Reduced training times

With Process Street’s step-by-step guides and automated tasks, new employees became proficient within a month. 

This significantly cut down on ramp-up times and reduced the workload on senior staff, allowing them to focus on more critical tasks.

Increased efficiency

Integration with Zapier and improved process documentation through Process Street led to substantial time savings. 

By automating repetitive tasks and optimizing workflows, Acuity was able to allocate resources more effectively, enhancing overall productivity.

Improved client satisfaction

The streamlined onboarding processes facilitated by Process Street received positive feedback from clients. 

The transparency and ease of these processes made clients feel more comfortable and informed, boosting their satisfaction.

Scalability

Process Street provided Acuity with a structured framework that supported rapid expansion.

As the company grew, the scalable processes ensured that service quality remained high, even with an increasing number of clients and employees.

Process Street has been central to Acuity’s operational strategy, offering a scalable and systematic approach to handling complex bookkeeping tasks. 

It enabled the company to manage growth without compromising on service quality, turning operational challenges into a streamlined, efficient workflow. 

This transformation has positioned Acuity to continue providing top-tier services in the competitive online bookkeeping industry.

The post How Acuity Improved Operational Efficiency with Process Street first appeared on Process Street | Checklist, Workflow and SOP Software.