We respect our clients' privacy and will not disclose company names, but we would like to share some of our projects with you.
Harris County: We have had the privilege of collaborating with a great team. We rewrote the county policy & procedures manual. The project included assessing and evaluating current written policies and procedures, and researching updated laws and regulations applicable to the policies and procedures, restructuring and rewriting the electronic and hard copy of the policy and procedure manual.
Insurance Brokerage Firm: Our client needed help developing procedures for processing Request for Reimbursement – Medical Fees. We created detailed processes and policies, including an Excel worksheet for gathering the required information to submit a request to Carriers. The project has been very successful. It has resulted in well-managed processes, procedures, and reimbursement of fees for our client.
International Nonprofit Organizations: Working with these organizations has been very rewarding. They are forward-thinking, enthusiastic, and passionate about their work. We have assisted them in writing employee handbooks, standards operating procedures, and department manuals. As their organizations grow, they need the documentation to create consistency. The goals were to provide "how-to" guides that team members can use as a reference, develop a series of checklists, maintain consistency within the organization as they grow.
Real Estate Group: Working with Independent Contractors creates unique reporting and supervision issues for real estate companies. The broker needed some independent agents' guidelines for effective communication, documentation & timeline processes, and safety procedures. We wrote Guidelines for Independent Contractors and an Independent Contractors Agreement to help facilitate the business operations.
International Full Service Construction Firm: Working entirely remotely, we communicated effectively with key stakeholders to create a Policy and Procedure Manual. The company had various written procedures but did not have well-documented policies and procedures.
Montessori Academy: For more than 20 years, we have been a consultant for a privately owned and operated school. Most recently, we helped them develop COVID-19 Guidelines. In addition, we have created recruiting strategies, staff onboarding and training processes, job descriptions, detailed teacher and teacher assistant duties & responsibilities, employee handbooks, employment application forms, employee evaluation forms, reprimand guidelines, and disciplinary forms.
Pipe Manufacturing Company: Working closely with various members of management, we created an employee handbook. The company had numerous written procedures but did not have a well-documented handbook.
Software Companies: We genuinely enjoy working with our clients in this exciting, creative, and competitive industry. We have successfully written operations manuals, departmental manuals, including New Customer Onboarding Manual, Customer Support Training Manual, Sales Training Manual, Marketing Manual, Development Manual, New Employee Orientation, and Onboarding Manual.
Transportation Company: Due to employee turnover issues, the company needed daily operations and procedures manuals. Our assessment concluded that the employees were frustrated and confused about their duties & responsibilities. The lack of direction resulted in employees quitting or being terminated for poor performance. Creating the manuals helped to develop the effectiveness of management, reduced turnover, and improved employee morale.
Startup: A startup needed a Policy and Procedure Manual. This small company (5-10 employees) could not afford to hire and maintain a Human Resource Department. Our challenge was to author a manual before doors opened for this new business venture. Working closely with the owner, we created a manual that clearly explained workplace policies and procedures.
Third-Party Workplace Investigations
We have also worked with retail/convenience stores, start-ups, established entrepreneurs, expanding
businesses, non-profit organizations, and small to large public, private, and educational entities.