26
Jan
Basic Small Business Continuity Best Practice #2 of 5: Document & Digitize Business Processes & Information
Posted by: Chad Massaker / Category: Computer Networks#2 DOCUMENT & DIGITIZE BUSINESS PROCESSES & INFORMATION
Organizational Chart & Succession Plan
- If any senior management are seriously injured or die, you’ll want a clear succession plan of who is in charge first and foremost.
Accounting
- Document things like data entry standards, AR & AP processes, inventory control, payroll processes, tax procedures, compliance, etc.
- Document and secure passwords to accounting software and vendor web sites.
- Digitize all accounting related documents so that they can be backed up off site (especially a copy of all of your insurance policies)
- Make sure that you have online bill pay (you paper checks are most likely destroyed)
Operations
- Document specific business processes. If you sell product, document the supply chain. If you document services, document the service delivery process.
- Document and secure passwords to operations software and vendor web sites.
- Digitize all operations related documents so that they can be backed up off site
Human Resources
- Document human resources processes specific to your business. Consult with a HR consultant to assist you with this.
- Document and secure passwords to human resources software and vendor web sites.
- Digitize all human resources related documents and records so that they can be backed up off site
Marketing
- Digitize all marketing related documents so that they can be backed up off site. Since this will often be art work which can create large files, a once per month archive might be sufficient (unless you’re a marketing company)
Sales
- Document your sales process(s) and any sales automation.
- Digitize all sales related documents such as templates, contract and proposals so that they can be backed up off site










September 3rd, 2009 at 10:35 am
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October 4th, 2009 at 9:38 pm
[...] #2 Document Business Processes [...]
February 2nd, 2010 at 8:50 am
[...] #2 Document Business Processes [...]