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Product Descriptions

All product packages contain the required procedures, forms, workflows, templates, and work instructions. They also include policies and standard operating procedures when needed.

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Below is a list of the documentation included in this package.​

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Performing Documentation and Information Management Consulting Services

  • Evaluation Standard Operating Procedure

  • How to Create Various Procedures (detailed) Standard Operating Procedure

  • File Migration Plan

  • Evaluation Summary Plan

  • Training and Implementation Plan

  • Evaluation Form

  • Metrix for Evaluation Form

  • Engineering Regulation Research Form

  • Setting up a New Client Form

  • Setting up a New Client Project Form

  • Evaluating an Existing Documentation and Information Management Structure Summary Form

  • Evaluating an Existing Documentation and Information Management Structure Training Form

  • Full Evaluation Workflow

  • Mapping of Commercial Building Construction Workflow

  • Mapping of Engineering Sector Workflow

  • File Migration Work Instruction

  • Conducting Concept Meetings Work Instruction

  • Structuring Folder Structures for Clients Work Instruction

  • How to Format Professional Documents Work Instruction

  • Full Evaluation TOC Template

  • Roles and Responsibilities Template

  • DM Lead Tasks Template

  • DM Tasks Template

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