The document discusses the eDocumentation process for managing changes to policies, processes, and procedures. It describes the four phases of the process: plan, build, implement, and change. It emphasizes that the change phase is important for keeping documentation current and addresses how to track and update policies. It also outlines factors that are important for maintaining documentation easily, such as using templates, styles, subject matter experts, and a style guide. The overall process is meant to streamline maintenance of documentation.
Why a Document Control System Makes Good Business SenseIBS America
In the newest webinar presented by IBS America, see how you can improve business efficiency by deploying an efficient Document Control System.
In these slides, we covered how to:
-Mitigate risks
-Reduce operational costs
-Improve customer satisfaction
-Improve audits
Document Control
Steps to Building an Effective System
Annual Quality Survey Report
1. Building an Effective System
2. Have the Right Amount of Documentation
3. Outline Your Document Control System
4. Where will you keep your documents?
5. Example Systems
6. Common Problems with Document Control
7. And all the pieces will fall in place
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
How can you minimize the amount of paper documentation managed on projects? Thankfully, software such as Primavera Contract Management and Unifier by Oracle with integration to AutoVue can help. Share CH2M HILL’s journey to delivering paperless document control. The Engineering and Construction (E&C) industry is drowning under its own weight in paper, yet conversely driving forward with the adoption of Building Information Modelling. Each project uses hundreds, thousands, tens of thousands or more documents throughout its lifecycle (i.e. Bidding, Construction Execution > Hand-over). There are few other industries generating so many documents that need to be shared, reviewed, edited and approved by numerous stake-holders. These processes are full of inefficiency and often disconnected from the very systems that are supposed to control and record change.
Why a Document Control System Makes Good Business SenseIBS America
In the newest webinar presented by IBS America, see how you can improve business efficiency by deploying an efficient Document Control System.
In these slides, we covered how to:
-Mitigate risks
-Reduce operational costs
-Improve customer satisfaction
-Improve audits
Document Control
Steps to Building an Effective System
Annual Quality Survey Report
1. Building an Effective System
2. Have the Right Amount of Documentation
3. Outline Your Document Control System
4. Where will you keep your documents?
5. Example Systems
6. Common Problems with Document Control
7. And all the pieces will fall in place
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
How can you minimize the amount of paper documentation managed on projects? Thankfully, software such as Primavera Contract Management and Unifier by Oracle with integration to AutoVue can help. Share CH2M HILL’s journey to delivering paperless document control. The Engineering and Construction (E&C) industry is drowning under its own weight in paper, yet conversely driving forward with the adoption of Building Information Modelling. Each project uses hundreds, thousands, tens of thousands or more documents throughout its lifecycle (i.e. Bidding, Construction Execution > Hand-over). There are few other industries generating so many documents that need to be shared, reviewed, edited and approved by numerous stake-holders. These processes are full of inefficiency and often disconnected from the very systems that are supposed to control and record change.
For a copy of this presentation - please email marketing@leonardo.com.au
Process Measurement is critical in ensure successful process based management
It needs to be aligned and based on your view of the organisation i.e. your process architecture
It is the means of governing process performance
It is the key enabler for demonstrating process change
It supports and it part of the ongoing nurturing of a process mindset – which includes a measurement friendly culture
Understanding and managing process performance i.e. measures improves the organisation’s process capability
How To Build A Change Control System with SharePointDux Raymond Sy
Presented by Dux Raymond Sy
meetdux.com
SharePoint Technology Conference
June 24, 2009
Cambridge, MA
Watch Recorded Screencast: http://vimeo.com/5358854
For a copy of this presentation - please email marketing@leonardo.com.au
Process Measurement is critical in ensure successful process based management
It needs to be aligned and based on your view of the organisation i.e. your process architecture
It is the means of governing process performance
It is the key enabler for demonstrating process change
It supports and it part of the ongoing nurturing of a process mindset – which includes a measurement friendly culture
Understanding and managing process performance i.e. measures improves the organisation’s process capability
How To Build A Change Control System with SharePointDux Raymond Sy
Presented by Dux Raymond Sy
meetdux.com
SharePoint Technology Conference
June 24, 2009
Cambridge, MA
Watch Recorded Screencast: http://vimeo.com/5358854
Rightsizing your Process: How to Balance Affordability and Project SuccessCaltech
Managing a product development effort is a huge challenge. One of the enablers for project success is robust systems engineering and project management processes, using proven industry best practices. Unfortunately, in these tough economic times, we are consistent asked to "lean" our processes, to make them more affordable. Are there meaningful ways to achieve both objectives?
This presentation will summarize tools and tips for rightsizing your process through tailoring. The talk will summarize the main principles behind process, and will present effective approaches for reducing the bureaucracy, while retaining the discipline elements which assure consistent performance. Consideration will be given to maintaining certification with leading quality standards while reducing cost and schedule.
The Blueprint to Success: Best Practices for Creating Procedure DocumentsTask Train
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Across the world today software development in all shapes and sizes is growing exponentially. There is a software revolution and without a doubt it is an exciting world to be part of. The future is literally happening before our very eyes and never before have we as project managers needed to be on our toes to ensure that we keep pace with this technology race.
The Art of Documenting Procedures_A Comprehensive GuideTask Train
In this study, we will analyse the significance of developing process papers that are well-structured, as well as the best practices and advantages associated with the development of such documents.
Brigham Young University developed a new IT Governance framework that extended well beyond the execution of projects.
This framework clarified the role of product management, helping to focus the way in which product managers work with their business stakeholders to manage the lifecycle of the OIT’s applications, services, and supporting technologies that collectively comprise the “product portfolio.”
Streamlining Operations: Workflow Management, Process Documentation, and Stan...Task Train
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· Choose an information system for an individual project. During .docxLynellBull52
· Choose an information system for an individual project. During the course your project will be developing a hypothetical system. Each week you will develop parts of the plan. Weekly assignments include a system description, needs analysis, feasibility analysis, data analysis, process analysis, and financial analysis. The final assignment will be to consolidate all previous assignments into one document.
· The role of the facilitator will be to function as the business leader or stake holder who will use the proposed system for competitive advantage. Each student will interview the facilitator as well as the balance of the class duringproject description and needs analysisphase.
· Write and submit a detailed description of the information system chosen for the Information Systems Plan. Include the system name, type of system, key system benefits, along with interrelations and interdependencies with other systems. If there is an existing system to be replaced or upgraded, provide a description of the replacement or upgrade and the associated supporting technology.
·
1
1. Project Initiation Phase
Validation Master Plan (VP)
2. Requirement Phase
Traceability Matrix
3. Analysis Phase Phaseition Phase
Traceability Matrix
(update solution column)
5. Development Phase and Testing
6. Implementation Phase
Planned
Site SOPs
Technology Architecture
Project Definition
PPQ
Traceability Matrix
(update test column)
System Design Specification (SDS)
4. Design Phase
Technical System Design
Validation Report (VR)
Traceability Matrix
(update solution column)
Test Plan (TP)
Updated or created
IT SOPs
System and software IQ’s
(Production)
Testing
System/OQ, Integration, User
Acceptance Test cases (TC)
(pre-approved and executed)
Post Live
Deliverable archiving
Change Control procedure
User and System
manuals, training, guidelines
System Retirement Strategy
Transition Plan
System and software IQ’s
Test Report (TR)
Requirements
(System and Functional)
Site Q review of each deliverable will occur as a consequence of project milestones.
Delivered
2
Validation Packet How is it done?
Each packet is organized based on the uniqueness of the project. The basic deliverables really don’t change that much. Remember – Validation packet is based on a proven model based on an evolving IO/IA viewpoint years of expertise has gone into this. . .
The basic 6-phase SDLC approach is the structure. Makes little difference if SDLC or something else is the structure – project methodologies are basically the same . . .
E-room and/or any team-accessed file structure solution is the working repository of documentation activity – that occur as a function of milestone project. A key element of validation packet is the fact that quality review is an active function - “Green Light”.
Project team members are assigned key deliverables and off we go . . .
The tracking of deliverables becomes a self-fulfilling prophecy of validated d.
Salesforce Application Lifecycle Management presented to EA Forum by Sam Garf...Sam Garforth
Sam Garforth presented this at the Salesforce Enterprise Architect Forum on January 12th 2017. It covers governance and best practices for developing, deploying and supporting applications running on the Salesforce platform, whether these be apps or configurations of Sales or Service Cloud or Communities.
Test Planning and Test Estimation TechniquesMurageppa-QA
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• Test Planning,
• Test Estimation Techniques
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RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
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Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
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The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
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Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
2. Table of Contents – Change
Table of Contents – Change
Table of Contents – Change .................................................................................................................. 2
eDocumentation™ Process Flow .......................................................................................................... 3
eDocumentation™ Process phases....................................................................................................................... 3
eDocumentation™ Process phase ........................................................................................................................ 5
Documentation Maintenance ................................................................................................................. 6
Maintenance factors ............................................................................................................................................... 6
Legacy documentation ........................................................................................................................................... 7
eDocumentation™ Process phase ........................................................................................................................ 7
Knowledge Process, Inc......................................................................................................................... 8
About Knowledge Process ..................................................................................................................................... 8
Copyright ................................................................................................................................................................ 8
Version 1.0 eDocumentation™ Change Phase Page 2 of 8
3. eDocumentation™ Process Flow
eDocumentation™ Process Flow
The eDocumentation™ Process is a set of guidelines, not decrees, that guide the Documentation developer
through the research, development, and implementation of Policies, Processes, and Procedures. The objective is
to create and produce Policies, Processes, and Procedures that are clear, concise, complete, and correct™.
Although the Process is a somewhat sequential Process, each phase touches the other phases and relies on the
diligence and quality of the previous phases. Previous phases may be revisited, and if conditions warrant,
modifications may be made to previous assumptions and decisions.
eDocumentation™ Process phases
There are four major phases that comprise the eDocumentation™ Process. The phases encompass the tasks
that need to be reviewed and performed as the project progresses, depending upon the company, project, and
scope.
Plan
The Plan phase incorporates the tasks that are required to ensure that the project is properly scoped with
the correct focus, level of detail, team members, and proper content. Planning does not make a project
longer or more complicated, but ensures that erroneous assumptions do not become part of the project
approach and plan. Policies, Processes, and Procedures are usually dependent upon other resources;
therefore, it is important that all the puzzle pieces fit.
Build
The Build phase researches and develops the Policies, Processes, and Procedures. Based on the
decisions from the Plan phase, the Policies, Processes, and Procedures are researched, written, verified,
and tested. This phase is often looked upon as ‘just writing’. However, there are other critical tasks that
are performed in addition to writing.
Implement
The Implement phase rolls out the Policies, Processes, and Procedures to all the users. A Policies,
Processes, and Procedures project is never complete until the users are trained. This is often an
overlooked task, but it is – without a doubt – key to the success of the overall project. The Implement
phase incorporates appropriate change management principles.
Version 1.0 eDocumentation™ Change Phase Page 3 of 8
4. eDocumentation™ Process Flow
Change
The Change phase addresses the process that tracks and updates Policies, Processes, and Procedures.
Change is the nature of Policies, Processes, and Procedures. Updates are often overlooked, and at that
point the Policies, Processes, and Procedures become outdated and less reliable. Therefore, guidelines
and Processes are introduced to assist with keeping Policies, Processes, and Procedures current.
Version 1.0 eDocumentation™ Change Phase Page 4 of 8
6. Documentation Maintenance
Documentation Maintenance
The maintenance of Policies, Processes, and Procedures becomes more streamlined as a company implements
the eDocumentation™ Process. Most of the steps should have the information defined during the planning steps,
thus reducing the time for maintenance.
Creating maintainable documentation should be a major objective for all Policies, Processes, and Procedures.
The ease or difficulty of maintenance is dependent upon the foundation set during the planning phase. With the
proper setup of the project, maintenance is much easier.
Maintenance factors
The following are factors for successful maintenance of Policies, Processes, and Procedures:
eDocumentation™ Process training
Users and authors must have knowledge of the Documentation standards and guidelines that have been
established using the eDocumentation™ Process. These standards and guidelines will guide them through
the eDocumentation™ Process and prevent creating situations where the Policies, Processes, and
Procedures will be difficult to maintain.
Change Management Process
Change Management Processes are required that encompass the specific needs for Policies, Processes, and
Procedures. Project members, users, and others must have processes whereby changes can be requested
or changes can be announced. The process must include the necessary information such as the scope of the
required changes or additions, impact to users, and so forth.
Structured documents
Structured Policies, Processes, and Procedures provide a roadmap to where information should reside. If the
Policies, Processes, and Procedures are not structured, the new or changed information can be ‘stuck’
anywhere. The author should review the existing Policies, Processes, and Procedures to determine what
types of content need to be changed. Documents that contain different types of content need to be separated
and a specific Policy, Process, or Procedure created. In addition, headings, which define the document
structure, must be verified and corrected, if a legacy structure - or lack of structure - has been used.
Defined templates and styles
Manually formatted words and paragraphs should be nonexistent within a document. There should always be
templates and styles that are defined and used for Policies, Processes, and Procedures. Changes should not
be made to the styles or templates, as the changes could affect other Policies, Processes, and Procedures.
Macros, toolbars, and menus are associated with templates. Customizing the template to provide specialized
macros, toolbars, and menus streamlines the change process. Modify the toolbars to include frequently used
commands and remove those commands that are rarely, if ever, used.
Proper versions
Knowing the correct version of a published document is crucial, to prevent changes made to a nonpublished
version. In addition, the source of the Policies, Processes, and Procedures should not be located where
unauthorized changes can be made. Unauthorized changes will immediately cause unauthorized versions.
Consistent writing style and terms
Keeping Policies, Processes, and Procedures consistent requires a consistent writing style and standard
terminology. A concise and brief style and terminology guide should be published and available to authors.
Version 1.0 eDocumentation™ Change Phase Page 6 of 8
7. Documentation Maintenance
Subject matter experts directory
A simple change to a system, business processes, or department procedure may affect other Policies,
Processes, and Procedures. Therefore, a directory of subject matter experts and their expertise is a tool used
to direct the authors to the proper expert, who can discuss possible changes to Policies, Processes, and
Procedures.
Style guide
The eDocumentation™ Policies, Processes, and Procedures, related to maintaining your corporate Policies,
Processes, and Procedures, should be contained in a Style guide that authors can reference. While it is
desirable for the company to have consistent documentation for all Policies, Processes, and Procedures, this
may be outside your scope and control. Therefore, set up your Maintenance guide based on a hierarchy that
fits your situation. The Maintenance guide may be designated for the following:
• Project
• Department
• Related departments
• Company
Legacy documentation
You will encounter situations where there is a mix of legacy Policies, Processes, and Procedures with inconsistent
templates, styles, writing, and structure. To make all Policies, Processes, and Procedures adhere to your new
standards can be a major project. However, do not be dismayed. As time and budget permit, convert the
Policies, Processes, and Procedures to meet the new standards. As changes are requested, change those
affected Policies, Processes, and Procedures, using the new standards.
The objective is to start using the new standards and not revert to the legacy practices that caused the
inconsistencies in the legacy Policies, Processes, and Procedures. Enforce the new standards on a ‘go forward’
basis, and phase in the changes to legacy Policies, Processes, and Procedures. The most widely encountered
problems will be document templates, structure, and consistent terminology.
eDocumentation™ Process phase
Change
Version 1.0 eDocumentation™ Change Phase Page 7 of 8