OnPolicy FAQ — Frequently Asked Questions about OnPolicy

1. Is OnPolicy strictly a document manager or does OnPolicy come with Bizmanualz’s policies and procedures?
OnPolicy is document management software that can be purchased stand alone or with Bizmanualz policies and procedures Word templates.

a. Is Bizmanualz’s policy and procedure library available as a bulk document purchase? Can one buy all the forms at one time?
When you buy the OnPolicy Library you will receive all Bizmanualz documents preloaded into OnPolicy or you can purchase any of Bizmanualz products and we can load your purchase into OnPolicy.

b. Can one buy individual policies and procedures as the company develops them?
Individual procedures are available at PoliciesandProcedures.com for purchase anytime.

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In the past few weeks we have discussed how understanding and documenting your cash processes with cash policies and cash procedures can prevent internal fraud and abuse.  Externally, one the biggest threats to your cash are customers who fail to pay for what they purchase. 

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Small and medium-sized businesses rely on a steady, consistent stream of incoming cash – customers paying for goods and services with cash, checks, and credit cards. Many retail and service businesses have multiple people conducting cash transactions throughout the day. Creating a cash policy and cash procedure for important cash handling processes like cash drawer management, end of day closing, or cash in deposits, can be vital to protecting the life blood of your business.

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According to comments we receive from attendees at the conclusion of our two day Well-Defined Processes course, one of the more enjoyable aspects of the course (besides the excellent instruction and great materials!) is the interaction that typically takes place between participants.

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I recently had a long conversation with a customer on the topic of polices and procedures. They were a small but growing company (as many of our manual product customers are) and the need for standardization and consistency was becoming apparent.

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Phase Three in a Five-Part SeriesPhase One: Discovery

Before beginning our discussion of The Development Phase, let’s recap. In Phase I (Discovery) we learned how your organization specifies the project mission, objectives and effectiveness criteria. Phase II (Planning) entailed setting requirements for project tools,

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The Complete Five Phase Process

Phase I – Discovery

Imagine what a professional football team would be like without a regimen of practice drills? Now take away their playbook and player statistics. What you have in this extreme scenario are highly talented (and perhaps overpaid) individuals participating in organized chaos. They might actually win a game or two, but

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Wouldn’t it be nice for business owners and executives to be finished with their policies and procedures project already? They know they need to get it done, but maybe it’s taking too long. Or perhaps their people are staring at a blank piece of paper, and

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