FuturePlus

 

Term

March 2008 to April 2009

 

Business benefits

Improve customer service and reduce costs by providing employees with the information to perform their duties with consistency and fewer errors.

 

Tasks

  • Develop templates for documenting policy documents.
  • Develop procedures for managing policy documents.
  • Document policies.
  • Transfer knowledge to staff to assist them document and maintain policy documents.
  • Document fund administration processes and procedures, by interviewing staff who perform these tasks.