Consultation for a Financial Services Company
A leading global financial services company was facing an audit, and it needed enough documentation to support its internal processes and procedures. The organization looked to Michaels & Associates to augment their internal staff, provide expertise and meet the tight deadline.
Challenges
- An upcoming audit without enough documentation to support its processes and procedures
- Documentation required to pass the audit, ensure process stability, use as a basis for training and identify performance objectives
Approach
- Conduct a thorough analysis to identify current processes and operations
- Define and document operations, streamline processes and identify key procedures and processes to document
- Act as mentors, review internal writers’ documents, provide constructive feedback and coach them on how to make the end product appropriate for the company’s needs
Results
- A successful audit and a set of streamlined process flows and procedural documents that clearly communicate a consistent, united set of business processes for each area of the company
- A team of trainers and writers that could support future documentation initiatives after project completion
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