CU-KnowHow

After years of assisting financial institutions with the implementation of new banking systems, Maxen has developed a generic intranet documentation package.

This comprehensive package comprised of policies, procedures, forms, information files and marketing materials has been purpose-built to assist new institutions with their projects.

Developing, organising and disseminating sufficient documents to constantly update loans, collections, card administration, call centre, insurance and sales is a daunting task for any organisation.

Credit Unions can now purchase a fully functioning intranet complete with thousands of entries. All items can be quickly customised and published to the intranet by your staff.

CU-KnowHow has been designed around the following principles:

Procedures – a step by step approach that explains how and when to perform a task.
Policy – the organisation's business rules and an interpretation of how to apply legislation. The policy provides the limits and rules of why the Credit Union does or does not engage in an activity.
Forms – consistent design and thoroughly checked forms provided as online Adobe Acrobat PDFs.
Information sheets – a quick reference method for providing variable information such as interest rates, currency values, names and addresses.

The end product offers you:

Over 440 procedures
More than 40 forms
50 information files
150 policy documents
A detailed user guide
Predefined templates for all of the applications used to develop the intranet
Software installation notes and troubleshooting guides
A comprehensive MS Access database of all records, to ensure all revisions and customisations can be tracked, approved and signed off. This includes a fully indexed query of all hyperlinks on the intranet to guarantee complete control.
A proven search engine.