Introduction
 Manual Development
 Spreadsheet
 Documentation
 Change Management
 Procedures Software
 
 
 

Effective documentation is the first step toward managing procedures and controls.  BTI offers a full range of services to streamline the management of an organization’s policies and procedures.

Getting Started
Organizations beginning to document their policies and procedures can benefit from our extensive experience.  Our experts advise organizations on:

  • Identifying specific documentation needs
  • Developing a priorities-based plan for the documentation project
  • Choosing a documentation approach based on resource availability
  • Selecting a methodology for data collection
  • Developing organizers and formats for the documentation
  • Writing policies, procedures and work instructions
  • Maintaining documentation

If your organization is beginning to build a documentation capability, or is interested in improving the current capability, call us to learn more about our advisory services at (800) 265-8254.

Manual Development
Our Rapid Documentation methodology has been used successfully for over 10 years in a variety of environments including:

  • Revenue generating and support functions
  • Small and global organizations
  • Private and public sector organizations

Rapid Documentation facilitates development of many different types of manuals including:

  • Policy and procedures manuals
  • Desktop manuals
  • Departmental manuals
  • User manuals
  • Training manuals
  • Policies

Learn more about Rapid Documentation.

Spreadsheet Documentation
Rapid Documentation of Spreadsheets provides users of complex spreadsheets with a resource and quick reference tool for understanding the spreadsheet’s design, inputs, calculations, and outputs.

Learn more about Rapid Documentation of Spreadsheets.

Change Management
Documentation that is not maintained quickly loses its value.  One of the major benefits of Rapid Documentation is that it is quick and easy to maintain.  Our clients also utilize our web-based application, FirmCover®, to simplify change management, or they outsource change management to BTI.

Learn more about our Change Management services.

Procedures Software
Our electronic award winning solution, FirmCover®, simplifies procedures administration and makes it easy to communicate procedures to everyone in the organization or a select group.  Updates are a breeze.  FirmCover® was designed by users for users!  Our Hosted Solution makes installation fast and eliminates the need to manage software.

For more information about Rapid Documentation of Spreadsheets or BTI’s other services, contact us at or call 1-800-265-8254.

 
 
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