Basic Small Business Continuity Best Practice #2 of 5: Document & Digitize Business Processes & Information

Posted by: Chad Massaker  /  Category: Computer Networks

BusinessProcess

#1 Prevent Disasters

#2 DOCUMENT & DIGITIZE BUSINESS PROCESSES  & INFORMATION

Organizational Chart & Succession Plan

  1. 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

  1. Document things like data entry standards, AR & AP processes, inventory control, payroll processes, tax procedures, compliance, etc.
  2. Document and secure passwords to accounting software and vendor web sites.
  3. Digitize all accounting related documents so that they can be backed up off site (especially a copy of all of your insurance policies)
  4. Make sure that you have online bill pay (you paper checks are most likely destroyed)

Operations

  1. Document specific business processes. If you sell product, document the supply chain. If you document services, document the service delivery process.
  2. Document and secure passwords to operations software and vendor web sites.
  3. Digitize all operations related documents so that they can be backed up off site

Human Resources

  1. Document human resources processes specific to your business. Consult with a HR consultant to assist you with this.
  2. Document and secure passwords to human resources software and vendor web sites.
  3. Digitize all human resources related documents and records so that they can be backed up off site

Marketing

  1. 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

  1. Document your sales process(s) and any sales automation.
  2. Digitize all sales related documents such as templates, contract and proposals so that they can be backed up off site
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