I decide to use some templates supplied by Adrian to document the company’s main workflows. Eg from receiving an enquiry, to providing a quote, accepting an order, rocking up at the client’s site, destroying data, providing destruction certificates and sending out an invoice.
The templates are in MS Word and I have to originate everything but the outline structure from scratch. I had an initial text based version to as a starting point but formatting these in MS Word is very tricky due to the usual bugs and a completely different menu structure compared to the version I am used to.
It takes me a couple of days to sort the processes out because as well as drafting the documents I am developing improving the processes at the same time . The full list of delivery processes which makes up 7 sides of super fiddly flow diagrams comprises:
DP1 Enquiry Handling
DP2 Estimate Preparation
DP3 Contract Preparation
DP4 Contract Delivery 1
DP5 Contract Delivery 2
DP6 Service Execution
While going through the processes I have built a list of documents which as records will be key to the management system. One example is a Certificate of Destruction. Another would be an invoice.
Based on historical notes and my diary