Streamlining Finance Department Processes During a Software Transition
Client Background
A mid-sized southern city contracted Turnkey Solutions to document processes and procedures for their Finance Department. They were transitioning to a newer version of their payment software, and some of their procedures were still performed in the old software.
To make their processes as consistent as possible and help with the new transition, Turnkey Solutions worked with various staff throughout the department to ensure all processes and procedures were properly documented in the City's legacy documentation system.
The Challenge
The processes and procedures that were already documented were not all standardized or were missing critical steps. With a software transition underway, the department faced the risk of inconsistent practices across staff and potential operational disruptions if procedures were not brought up to date.
Turnkey's Response
Turnkey Solutions worked with the Finance Department to ensure that all prioritized processes and procedures were comprehensively captured and centralized within the City's native software, allowing department employees easy access to the standardized procedures.
By conducting this mapping work remotely and live, Turnkey saved the City both time and expense. All procedures were standardized and made accessible throughout the department.
The Outcome
The City's processes and procedures were standardized and accessible throughout the department. This work significantly improved workplace efficiency and prevented operational disruptions, as evidenced by the interim comptroller's ability to cover for absent employees easily and successfully.
The centralized process flows have been essential in maintaining smooth and continuous department operations. The client continues to request that new departmental procedures be documented by Turnkey Solutions, a testament to the quality of the work and its ongoing value.
Facing a similar documentation challenge?
Turnkey helps government agencies standardize and centralize their processes so operations stay consistent — even when systems change or staff turns over.