BTI's Rapid Documentation methodology is designed specifically for documenting complex, dynamic processes. Rapid Process Documentation is user-friendly and easy to update. BTI has used the Rapid Documentation methodology successfully to create hundreds of procedures manuals for their clients with the financial services industry and other service industries. Our clients are able to reduce their exposures to operational risk and streamline training of new staff.
Our service offerings are designed to provide our clients with the flexibility they need in documenting their processes. BTI works with organizations to provide them with the capabilities they need to rapidly develop documentation; and works with organizations to build their own internal capabilities. Various Models for benefitting from BTI’s expertise are described below. For organizations preferring a “do-it-yourself” approach, a list of Resources is available.
For organizations which prefer to focus on their core capabilities, BTI offers a solution for outsourcing the development and maintenance of documentation. BTI will bring its capabilities and experience in organizing documentation, collecting and analyzing data and building out documentation via our Rapid Documentation methodology to your initiative. Your documentation will be maintained in a secure environment via BTI’s FirmCover application.
For organizations which prefer to develop their own documentation capability, BTI offers a solution for rapidly training internal staff and jump starting your initiative. BTI will help your staff develop organizers for your documentation, and will provide hands-on training of your staff in techniques for collecting data, developing documentation and managing your documentation initiatives. We will provide on-going support to your staff through the completion of the capability transfer.
For organizations which prefer levering the knowledge of their process subject matter experts (SMEs) but are subject to hard deadlines for completing documentation, BTI offers a solution for managing the initiative utilizing SMEs to write procedures. BTI’s training, quality control and project management approaches ensure that your documentation is standardized and meets requirements and any deadlines.
Looking to write a procedures manual but not sure how to begin? For those who have never written a procedures manual, understanding some key strategies will kickstart your procedures manual project and ensure its success.
An important question to consider before beginning work on a policies and procedures manual is how a policy differs from a procedure. The answer will fundamentally shape how the manual is organized. This article outlines an approach for differentiating policies from procedures and efficiently organizing a policies and procedures manual.
Complex processes are especially challenging to document. This article reveals 5 secrets for documenting complex processes. Understanding these 5 secrets will help you avoid roadblocks in your process documentation project.
When spreadsheets are relied on for performing critical processes, including financial calculations, basic controls are needed to mitigate spreadsheet risk. These basic controls for mission-critical spreadsheets include processes for validation of spreadsheet calculations and management of changes to the spreadsheet. A third critical control, spreadsheet documentation, is the subject of this article.