Process Documentation
We write down how your business carries out its everyday tasks, and turn the steps into training materials, so that work is done the same way whoever does it.
new starter
3 procedures found
- Set up a new starter’s laptopPDF · 4 pages
- New starter accounts and accessPDF · 3 pages
- New starter first-day guidePDF · 6 pages
What we help you build
- Your process as it runs today
- We capture how each task is done now, then suggest improvements for your business to approve.
- Procedures your staff can search
- Every procedure kept in one place as an easy-to-follow PDF, so that anyone can look up a task and find the steps.
- Training materials
- Written guides, screen recordings and video, so that staff can learn each procedure in the way that suits them.
Why write processes down
When a task lives only in one person’s head, the business can do it only while that person is there. Written procedures and training materials put that knowledge where the whole business can use it. You can train future staff from them yourself, or through IT Training and Coaching. Like any record, a procedure needs updating when the task or the application changes.
Which applications we cover
We can capture the steps of a process in any application your business uses, for example Infor M3 (formerly Movex), Salesforce, Microsoft 365 or Google Workspace.
Frequently asked questions
Who owns the procedures and training materials?
You do. Anything you buy outright is yours.
Who do you need from our business?
The people who do the work. We write each procedure with them, so that it describes how the task is really done.
Choose the first processes to document
Tell us which processes you would like documented, who carries them out today and which applications they use. We confirm the price in writing before we start. The initial call is free, and there is no obligation.