Easyflow blog
Practical guides to approvals and internal processes
How small and mid-sized teams run purchase approvals, onboarding, expense reports and the other routines nobody builds software for. Templates and checklists you can use today, with or without Easyflow.
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Process management
Approval workflow for small business: what to approve, who decides and how to run it
A practical approval workflow for small business teams of 5 to 150 people, with what needs approval, who should decide at each size, and the controls worth keeping.
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Comparisons
Process Street alternatives for small teams: who it fits now and what else to look at
Process Street now sells compliance operations. Who it fits, why small teams look at Process Street alternatives, what to check and 7 options compared.
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Process management
Simple approval workflow: a three-part design you can set up this week
How to build a simple approval workflow that people actually use, with one form, one approver and one rule for exceptions, plus six ready-to-copy examples.
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Finance
Invoice approval workflow: how to stop paying invoices nobody approved
How to build an invoice approval workflow with clear approvers, two-way and three-way match, duplicate checks, vendor setup and fraud controls, plus a template.
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Process management
Proof of task completion: how to verify routine work was really done
Why sign-off sheets and done ticks drift, what makes good proof of task completion, how to spot check routine work and how to turn misses into fixes, not blame.
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Process management
How to document a business process (with a free template)
How to document a process step by step, from scope and interviews to owners, rules and deadlines, with a free template and a worked customer refund example.
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Process management
Opening and closing checklist: templates for stores, restaurants and offices
Opening and closing checklist templates for stores, restaurants and offices, with cash counts, security, shift handoffs, evidence and a daily completion check.
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Comparisons
Kanban boards vs workflows: which one fits your internal processes?
Kanban vs workflow explained: what each one is good at, a side-by-side comparison, which work fits each one, and why approvals rarely belong on a board.
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Process management
Office cleaning checklist: what to clean, how often and how to prove it
An office cleaning checklist by area and frequency, with owners and rotation, photo proof, spot checks, what to do when a task is missed and a monthly review.
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Finance
Approval matrix: how to set approval limits by amount (with examples)
What an approval matrix is, how to set approval limits by amount, and how to handle delegation, split purchases and self-approval. Example tiers included.
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HR
Employee offboarding checklist: accounts, equipment and final pay
A practical employee offboarding checklist for US employers, covering owners, access removal, equipment return, final pay by state, COBRA and a timeline.
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Comparisons
How to build an approval workflow with Google Forms and Sheets (and when to move on)
Build a Google Forms approval workflow step by step with Sheets, notifications, Apps Script or AppSheet, plus its limits and the signs it is time to move on.
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HR
Employee onboarding checklist: from signed offer to first 30 days
An employee onboarding checklist for US small businesses: Form I-9 and W-4 deadlines, equipment and accounts, the first day and the 30-day check-in.
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Comparisons
Approval workflow software for small teams: 7 options compared
An honest look at 7 approval workflow software options for small teams, with a checklist for choosing, a side-by-side table and where each tool falls short.
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Finance
Expense report approval process: policy, steps and a template
How to run an expense approval process that pays people fast and survives an audit, with what the policy must say, IRS accountable plan basics and a template.
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Process management
Email approvals: 7 signs your team has outgrown them
Seven signs email approvals are slowing your team down, what to do about each one, a quick self-check, and how to move to a real workflow one process at a time.
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Finance
How to set up a purchase approval workflow (without buying an ERP)
How to set up a purchase approval workflow for a small or mid-sized team: the fields to collect, who approves what, and how to keep a clean audit trail.
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Process management
Approval workflow: what it is, types, examples and how to build one
A practical approval workflow guide: the five main types, eight examples by department, a step-by-step design method and the mistakes that slow approvals.
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Process management
What is process management? A practical guide for small and mid-sized teams
What process management means for a 10 to 300 person team, how it differs from projects, the six-step lifecycle, what to measure, and when BPM is overkill.