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Processes - Coggle Diagram
Processes
PROJECTS
CLIENTS - Onboarding to CRM and relationship management
PROJECTS - Sales to cash: The flow from Pipedrive to Harvest to Xero
PEOPLE - Staff from induction to exit
FINANCIAL - Monthly, Weekly, Quarterly, Annual
BRAND - Office to outreach
BUSINESS - Safety to governance
02 People & Protocols
Processes
How to...
Apply for leave
Annual leave
Sick leave
Do timesheets
Get reimbursed
S
Policies
Forms
01 Clients & Projects
New Clients
Onboarding
CRM
Existing clients
07 Management & HR
Processes
Master
Published
06 Operations & Admin
Monthly Close Policies and Procedures
04 Marketing & Brand
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03 Products & Services
05 New Business & Markets
08 Finance & Legal
09 Miscellaneous