How a Top Healthcare Investment Firm Unified Global IT Operations and Boosted Accuracy
Blog: Blog | Process Street | Compliance Operations Platform
A global leader in healthcare investment, this firm manages one of the industry’s most diverse portfolios, spanning seed-stage biotech ventures through large public companies in equity, private equity, and private credit.
Operating across seven offices worldwide, the organization’s IT team plays a critical role in maintaining the infrastructure that powers its global investment operations, where precision, speed, and compliance are non-negotiable.
The Challenge: Fragmented systems across global offices
Before adopting Process Street, this firm’s internal technology team managed critical IT procedures from memory and scattered documents.
With a small, centralized team supporting multiple regional offices, variations in setups made consistency and speed difficult. Onboarding, offboarding, device builds, and recurring checks relied on email threads and ad hoc knowledge, which introduced errors, rework, and delays.
What kind of obstacles were you facing before using Process Street?
“Our procedures weren’t documented. Everyone had their own version of how things were done, spread across email, Slack, Box, and drives. We were doing most of the work the same way, but small differences caused mistakes. We needed one place to own our processes and grow from there.”
The Solution: From checklists to an automation hub
The team standardized and scaled its core IT operations (workstation builds, laptop health checks, office checks, server decommissions, and employee onboarding/offboarding) inside Process Street. What began in 2018 as simple checklists evolved into a robust automation layer with conditional logic, variables, email sends, and integrations (HR system via Zapier, PowerShell triggers).
Workflows became living runbooks with images, links, and task-level email actions, ensuring non-technical staff could execute technical tasks consistently. The flagship onboarding workflow dynamically adapts by role, region, and system, guiding work across multiple offices with different requirements, all from one place.
How did Process Street meet your expectations?
“We started with simple checklists, but as more features came out, it became an automation tool in our arsenal. Emails now send automatically from Process Street. Instead of copy-pasting messages or chasing approvals, it’s one click. The time savings have been huge.”
The Results: Faster, more accurate, scalable execution
- Multiple hours saved per week across the team by consolidating procedures and automating communications.
- Offboarding time reduced from three days to about one hour when three team members collaborate in a single workflow.
- New hires ramp faster: a new team member can perform tasks previously handled by a five-year veteran, thanks to detailed, image-rich workflows that minimize shadowing.
- Data accuracy increased: HR data flows directly from the HR system into Process Street via Zapier, eliminating manual re-entry and copy-paste errors across 20+ steps.
- Global consistency at scale: conditional logic adapts workflows by office, system, title, and region to ensure correct steps and preconfigured emails every time.
- Expanded scope: beyond checklists, Process Street now serves as a one-stop shop for runbooks, guides, and automation triggers for technical and operational tasks.
Additional perspective
“The only limitation is creativity. Every time I dive into Process Street, I find new ways to improve how we work. Sometimes I have to stop myself from going too deep, it’s that flexible.”
From tribal knowledge to a global, automated operating system
With Process Street, this global investment firm transformed undocumented, decentralized processes into a streamlined, scalable system spanning offices worldwide. By unifying documentation, applying automation, and embedding controls, the team empowered non-technical staff to execute technical tasks, accelerated onboarding and offboarding, and built a repeatable foundation for growth.
The result is a single source of truth and an automation engine that keeps a complex, global operation moving accurately, consistently, and fast.
Process Street: Scale with confidence, not complexity.
Standardize your processes, save hours, and prove compliance automatically.
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