Full-Service Real Estate Company with 11M sq ft of Class A Commercial Real Estate Property – Systems Implementation Documentation
The Challenge
A full-service, Real Estate Company with 11 million square feet of office space and 150 corporate employees was upgrading their accounting system. The vendor did not provide an option to develop customized manuals and training materials.
The Client asked Teel StratVisor Group (StratVisor) to develop a set of customized training materials and manuals. The materials were to be used to supplement the on-site training and as supplementary materials for new hires.
What We Did
The StratVisor team met with the Client to determine their training documentation needs, resulting in a list of 14 specific areas. These areas were then prioritized and combined to create a final group of 10 training modules:
- Accounts Payable
- Accounts Payable – Check Processing
- Bank Reconciliation
- Commercial Lease Charges
- Commercial Tenant Procedures / Lease Abstracting
- General Ledger / Journal Entry Procedures
- Receipts Procedures
- Tenant Billing / Charge Procedures
- Vendor Procedures
- Work Orders
The StratVisor team evaluated each area and determined the content. They then followed the same process to develop materials for each module:
- Documented al the steps in each process
- Accessed the client’s accounting system to capture screen shots of both the old and new systems to illustrate the differences
- Developed and edited draft materials and sent to the client for review
- Participated in vendor-sponsored training to capture additional information and enhancements needed
- Submitted final documents to the Client
The Result
As a result of working with Teel StratVisor Group, the Client received the following:
- 10 detailed, customized training modules for 14 different accounting areas within the upgraded accounting system
- Supplementary training materials for new hires
- Final Manual Template, containing all modules that included a disk with all source files and detailed instructions for publishing of additional copies of the manual.
- Five hard copies of the Manual
Timing: 8 weeks
