Project 14352 completed 2004: A large finance company involved in the residential mortgage market had developed a suite of software products for mortgage initiation by associates in the field. The client's requirement was for online help and training materials for new users. Realisation planned and developed a single-source document which was produced as a printed user manual and as a task-based online help module. The source material was legacy screen-based documentation. The documentation incorporated new functionality. Realisation also planned and wrote voice-over scripts for the videos produced.

Project 14180 completed 2002: We analysed the documentation requirements for a rule-based unit pricing system that allows for straight-through processing of managed fund data for institutional investment portfolio managers. This analysis identified the need for two sets of documents: a User Reference Guide (a generic guide providing end-users with an overview of the system and its user interface) and a Processing Guide (documenting the set of rule-based processes relevant to a specific client).

Project 14079 completed 2002: The client company sells to financial advisers who form the channel for their insurance and financial products. An internal division of the client delivers service and support to these external financial advisers so that they can better distribute the company's products. Realisation was asked to document the work of this support division so that the support division can better build its team and its customer base in the coming year. It was also crucial to standardise the activities of the division members in different States, so as to avoid inconsistencies and conflict, and to ensure that best business practice was achieved. Realisation developed a set of policies and procedures which were delivered to client staff via an Intranet administered and controlled directly by the client's staff. We trained those staff members who would be responsible for ongoing maintenance of the material in FrontPage, and documented change procedures so that the material would stay current for the future. We also set up easy to use HTML index pages pointing to existing reference materials as well as the documents developed during the project. This core of material will be expanded later by the client, but was initiated to provide a standardised location and access route to all internal reference material used by the team. Realisation also assisted with the formal 'launch' of the new Intranet to the team, and provided additional process development assistance where required.

Project 12839 completed 2002: After winning a competitive tender from a leading multi-national lending corporation, Realisation planned and implemented user documentation, classroom training and on-line self-paced training for a major software implementation. This was carried out by a team of four senior Realisation consultants. The client was experiencing rapid change and accelerated growth during the project. Realisation completed the project and achieved very high client satisfaction.

Project 12802 completed 2001: The client sells and supports various investment and superannuation products. Its Operations area is responsible for the administration, transaction processing and client service functions. Due to a period of rapid growth and product acquisition, a number of legacy systems and methodologies are used to support and administer the various products. It is working to amalgamate, rationalise and refine the various systems and methods. The client asked Realisation to prepare basic documentation of existing processes (using the various legacy systems). Realisation was able to fully scope all documentation needs for the Operations area. The first phase of the documentation was written by Realisation, with additional scoped material to be completed by the client's staff as time allowed. Although the original plan called for documentation to be published through PDFs, during the project Realisation was able to devise a simpler and more effective mechanism allowing for direct publishing to the company Intranet. This allowed for easier use. The outcome of the project was the completion of a set of core documentation for processes within the Operations area, providing: a clear 'starting point' for the client's operational improvement: the basis of the final documentation for the new operation systems and methods as they are introduced: and a set of instructions to staff about the conduct of existing activities within Operations, capable of use as training material.