Before you start building out your Waybook, there are three things we recommend you think about:
To help you build your Waybook's content structure, list out all of the activities your business or department takes part in. Think about suppliers, customers, fulfillment, finance, legal, and HR streams.
To help you build your Waybook, pool together any existing documentation and process outlines.
To help you build your team structure, find or create an organization chart showing how your company is organized into teams.
You can use your organizational chart and list of activities to structure your Waybook into Subjects or Categories. Each activity performed across your department or organization should have a corresponding Document within your Waybook.
Join us for our weekly Getting Started with Waybook webinar where we show you how to build your Waybook in three simple steps.
This should give you a clear idea of the different areas of the business you need to document. You can use existing documentation to quickly fill out the content within this structure. Content from existing documents can be easily added to Waybook - it’s seamless to import your SOPs and knowledge from Microsoft Word and Google Docs.
Learn more about how you can import content from Word and Google Docs into your Waybook here in our help center.
Now that you have the structure, decide who the appropriate person is to complete the content - known within Waybook as the steps - for each document. Invite them to Waybook and give them permission to publish Documents relevant to their role or the department for which they are responsible.
This can sometimes be daunting and there are a number of ways we can help you. We can put our existing documents and subject structures or even templates straight into your Waybook to make the whole process easier.
Alternatively, schedule a free discovery call with our process experts to find out how our data migration team can help you build your Waybook and connect you with a process consultant to support you in achieving your goals.