Business Procedures Project for Fiduciary Services and Financial Services areas of mid size accountancy business


Both a complex trust, corporate, statutory services, aviation, yachting and client accounting business together with a more concise financial services business required complete business procedures writing.  Using Data Flow modelling, a thorough review of each entire business, integrated manual and automated processing, enabling a complete manual for each business, satisfying business continuity planning, training, procedures and regulatory requirements.

Each manual included clips from various systems used providing the uninformed user with the required knowledge in order to complete the required operations, whether a full, partial disaster with completely new or unfamiliar staff in all potential scenarios.  Subsequently a regulatory review highly complemented the Procedures Manuals.

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