At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery.

Avion Wealth is a Texas-based fiduciary wealth management firm that specializes in personalized financial planning and investment management for high-net-worth individuals, business owners, and executives. Founded in 2005, the firm has earned a strong reputation for delivering customized strategies that support long-term financial growth, tax efficiency, and wealth preservation. Avion Wealth offers comprehensive services including retirement planning, investment consulting, tax optimization, and estate planning. They also serve niche segments such as airline pilots and energy industry professionals with deep expertise in pension and benefit planning. With over $800 million in assets under management, the firm is recognized for its disciplined approach, client-first mindset, and operational excellence. Recent digital transformations have enabled Avion Wealth to streamline client onboarding, enhance compliance visibility, and scale its services with greater efficiency and transparency, further reinforcing its leadership in the financial services sector.

The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus. 

However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management.

Alana Wells, Chief Operating Officer joined the company in April 2024.

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

• Challenges faced by Avion Wealth & How Process Street assisted
• How Process Street transformed Avion Wealth’s operations
• Benefits gained by implementing Process Street
• Key uses of Process Street at Avion Wealth
• Results: How Process Street empowered Avion Wealth

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Professional Fulfilment Services (Pro FS)  is a smart, fulfilment business based in the UK, helping SMEs fulfil their orders and scale their businesses around the globe. 

When Carinda Hindry first joined the company as Head of Admin, she was faced with files full of paper records, documenting historic and ongoing HR details for the company’s ~50 employees. The paper-oriented system was cumbersome, inefficient, and a major roadblock to effective administration, particularly in an industry characterised by high staff turnover and the need for rapid flexibility and scalability of its workforce

In this case study, we’re breaking down how Pro FS used Process Street to reduce on-site training time by 50%. 

• Looking at Professional Fulfilment Services (Pro FS)
• Pro FS uses Process Street for:
• Benefits gained by implementing Process Street
• Challenges faced by Pro FS (& how Process Street assisted)
• Results: How Process Street empowered Pro FS’s efficient onboarding and training

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Golchin Consulting Services has revolutionized manufacturing operations through automation. Principal Consultant Rashid Golchin shares how they transformed a CNC machine shop’s chaotic manual document handling into an efficient, automated process with Process Street.

Rashid began using Process Street over six years ago while working as an Operations Manager at a manufacturing facility in British Columbia.

The CNC machine shop, specializing in industrial gears, was burdened with inefficiencies that disrupted daily operations.

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

• Why Golchin Consulting Services implemented Process Street
• Challenges faced by Golchin Consulting Services
• How Process Street addressed these challenges
• Benefits of implementing Process Street
• Key uses of Process Street at Golchin Consulting Services
• Results: The impact of Process Street on operations

Efficient project management is crucial for productivity in all workplaces, regardless of the industry, but juggling multiple tasks and deadlines can be overwhelming without the right tools.

That’s why Process Street has introduced the new Tasks feature. 

We’ve centralized task management, added flexibility for unexpected tasks, and enhanced compliance and scheduling. 

These improvements make the system more intuitive and user-friendly, incorporating your feedback for better task management and productivity.

So, if you’re ready to streamline your workflow and boost productivity, read on to learn more:

• Solve common project management issues with the tasks feature
• Learn more about Tasks

Managing tasks and team responsibilities can be overwhelming, especially with multiple projects and deadlines. 

Traditional systems often lack the flexibility and visibility needed to stay organized and productive, leading to missed deadlines and overlooked tasks.

That’s why, our ‘My Work’ feature, previously known as ‘Inbox,’ has been significantly revamped! 

We’ve renamed this tab, moved comments to the main navigation for easier access, and combined the Inbox and Upcoming views into a streamlined interface. 

These changes make the system more adaptive and personalized, incorporating user feedback for better task management and productivity.

Ready to re-think project management? Then read on to find out more:

• Overcoming the challenge of project management
• Experience the difference with ‘My Work’!
• Learn more about our new ‘My Work’ feature

We’ll be joined by Erin ImHof, Human Resources Director at CertiK. She’s an HR expert with 17 years of experience across industries like technology, education, and manufacturing. 

Erin will share her insights on how to create a welcoming and efficient onboarding experience, especially in remote work environments.

Whether you’re part of a small startup or a large organization, this episode is packed with practical advice to help you improve your onboarding process and set your new hires up for success. 

Here’s what we’re going to cover in this episode:

• Meet our guest: Erin ImHof
• The importance of effective onboarding
• Challenges of onboarding in remote teams
• Proven strategies for successful onboarding
• Continuous improvement in the onboarding process
• Creating a Warm Welcome

You can also listen to the podcast on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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

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Raw Capital Partners faced multifaceted challenges in their pursuit of operational excellence. 

At Raw Capital Partners, the demands of mortgage documentation and due diligence are critical challenges due to regulatory compliance requirements. 

From ensuring compliance in mortgage handling to streamlining employee onboarding, Raw Capital needed a solution that could effectively address these needs.

They wanted a solution that could guarantee accuracy and consistency in all operations.

This is where Process Street stepped in, offering tailored solutions to improve compliance and optimized their approach to operations.

Here’s a breakdown of the story:

• Why Raw Capital Partners uses Process Street
• Benefits gained by implementing Process Street
• Challenges faced and how Process Street assisted
• How Process Street empowered Raw Capital to scale operations efficiently
• Harnessing innovation for growth with Process Street

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In this Spotlight Series blog, we are delighted to introduce Tony Vila, our Senior Product Designer.

Tony has been working with us for nearly two years and is our go-to expert for shaping user experiences that marry functionality with aesthetics. 

With a background in horticultural product design and a passion for UX/UI, Tony brings a unique perspective to our team. 

His journey from aspiring music teacher to seasoned UX/UI designer has been marked by pivotal moments in London’s startup scene, where he honed his skills and embraced the dynamic challenges of B2B product design.

Join us as we delve into Tony’s journey, insights, and the impactful projects that define his tenure at Process Street:

• All about Tony
• Tony’s professional experience
• Tony’s role at Process Street
• On being part of the Process Street team
• Some random questions

Zonos is a software company headquartered in St. George, Utah, whose software allows businesses to automate the complexities of international e-commerce. This includes automating the calculation, collection, and remittance of duties and taxes.

The software company makes it easy for international shoppers to make purchases on websites with language and currency localization and the ability to prepay duties and taxes. Zonos also automates cross-border compliance and HS code generation.

Although the company strived to improve their customers’ international shopping experience, they faced challenges when getting these clients up and running with their software. Especially those with complex software integrations that varied in requirements. 

The previous system Zonos used for their customer onboarding was clunky and lacked the flexibility they needed, making the experience cumbersome and inefficient. This prompted Zonos to seek a more dynamic and user-friendly solution. That solution turned out to be Process Street.

In this case study, we’re covering:

• Challenges faced by Zonos 
• Benefits gained by implementing Process Street
• Results: How Process Street transformed Zonos’ onboarding process
• Zonos achieved continuous improvement with Process Street

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