Case Study: CB-Virtual Solutions scales compliant operations across Australia with Process Street

CB-Virtual Solutions grows to 10 staff and 20 boards with Process Street

CB-Virtual Solutions, a provider of company secretarial and board support services to community banks in Australia, faced the challenge of scaling its operations across a vast geography while managing complex compliance for its clients. These volunteer-led boards relied on outdated, paper-based systems and suffered from high director turnover, making institutional knowledge loss a significant issue. To overcome this disorganization and enable remote growth, the customer turned to Process Street for a digital solution.

Process Street implemented a scalable compliance engine by integrating its workflows with Airtable via Zapier. This created an automated system that triggered and tracked nearly 70 annual compliance activities per client. The solution utilized Process Street's conditional logic, Data Sets, and AI Tasks to handle variations and improve efficiency. As a result, CB-Virtual Solutions grew from a one-person operation to a ten-person team servicing almost 20 boards, capturing 10% of its target market while successfully delivering 100% remote, cloud-based services.

CB-Virtual Solutions