Reference information

• Team contact details

Processes and templates.

• The Deeson project blueprint – template

• Discovery process

• Standard terms and conditions

• New business process

• Sales invoicing

• VAT on sales

• Credit control

• Receipt Bank processing and approvals

Company tools.

• Slack

• ReceiptBank

• Xero

• Harvest – digital agency and publishing

• Forecast

• Webmail

• JIRA

• Bamboo

Tracking documents.

• Monthly IT self-assessment

• Company tool list/asset register

• Workstation health and safety assessment tracker

Policies and procedures.

• Deeson company policies

• Guidelines for client service using Slack

• ISO9001 Quality Manual and Procedures

• Laptop retention and disposal policy

• Credit control procedure

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