We work with you to get your entire company’s or departments standard operating procedures all in one place. This light-weight living document becomes an ever-improving central source of truth for your team’s knowledge, processes and documents. We’ve run every part of our own company like this for years, the results are truly magical and lasting.
We simply come alongside your team and put down in black and white what is mostly inside managers heads.
The outcome is a simple, clear, methodical digitisation of your business processes and best practices, office policies, engineering practices, employee contact info — any other important info — in one central location.
Use the app on your phone for those on-the-go or from the browser of your choice.
The minute your standard operating procedures are digitised the results happen quickly. Most of the time this results in less email.
Less time spent answering the same repetitive questions, less time spent directing new (and sometimes old) employees where to find things and less time reminding others of a change in process.
Our Handbooks help anyone in the company (whether a new hire or an old faithful) know exactly what they should do, how they should do it and who they should do it with. We allow you to insert notes with the relevant links to any existing document templates needed to get the specific job done.
The world changes fast and so does your business. We help you build in a self-regulating mechanism to keep your company as agile as possible.
No-one is better suited to improving your company than the person who does the work everyday. We help you empower them with the ability to point out an outdated process or old document and put forward a ‘change request’. The relevant manager can review the request and instantly update it.
Over 300 Sanlam Private Wealth portfolio managers use a Handbook to provide a world-class client service experience to it’s high-net-worth clients. By centralising all the processes, access to up-to-date document templates and report generating functionality, portfolio managers are able to spend more time on servicing clients and less time on repetitive admin tasks.
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