I will design clear and customized policies, procedures, and sops
Financial Services Expert Excel Guru
Nível 1
Atendeu a determinados critérios de desempenho e demonstra forte potencial no marketplace.
Sobre este Serviço
Hi there,
I am a professional banker with over a decade of experience in creating structured business documents, including policies, manuals, and workflow guides. Every business is unique, so I customize each document to match your specific needs.
Why Choose Me?
You describe it, I will write it! Whether its a simple workflow or a complex business process, I will develop a clear, structured, and visually engaging document that anyone can follow.
If flowcharts, images, screenshots, or icons can enhance the content, Ill include them! My goal is to ensure easy understanding and seamless implementation.
Services I Offer:
Custom Business Policies
Operations & Training Manuals
Step-by-Step Process Guides
Visual Workflows & Flowcharts
AML/CFT Compliance Documents
HR Guidelines & Documentation
Business Continuity & Risk Plans
Professional Formatting & Layout
Pricing is time-based, so please message me before placing an order to ensure the best package for your needs. I look forward to working with you!
Preferência de estilo de entrega
Informe o freelancer sobre suas preferências ou preocupações em relação ao uso de ferramentas de IA na conclusão e/ou entrega de seu pedido.
Meu portfólio
Perguntas frequentes
How will you get the information you need?
Phone and zoom calls seem to work best but you can send me your process in writing or even record a video to SHOW me the process via a service or application such as Loom or prezi.
What format will you use?
I can use any format you desire if provided. If not format is specified or provided, I will use the standard SOP format that I have used for many clients.
How long does it take you to document a process?
I can usually write 1 page in 30 minutes. Complex processes that require images or process flows can take longer.
Will you provide custom formatting?
Of course! I prefer to use my clients logo's, color schemes and font size to their specifications. However, this is not required if you just want a plain and simple document.
Can you include photos and screen shots in your documents?
Absolutely, it is preferred. Some people are reading learners and others are visual learners. I find that by providing both text AND images, not only do you satisfy anyone's learning style, but they compliment each other and consumers of the document retain the information better.
How is the process organized?
Generally, a linear step by step approach is the way to go for a repeatable task. For those that involve complex decisions, a visual process flow or decision tree is best. It really all comes down to your companies needs and desires.

