Family Mediation : Internal Knowledge Hub Creation and Capture Client Information
Main contact

Portals
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Toronto, Ontario, Canada
Project scope
Categories
Internal communications Training & development Project management Information technology DatabasesSkills
workflow automation process mapping internal documentation critical thinking notion (software)Project Goal:
Create a centralized, easy-to-use internal knowledge base/SOP to capture important institutional knowledge, processes, and procedures. (Preferably on Notion but open to use other tools)
Additionally, during the onboarding process, the clients will need to fill a questionnaire and return it to me. I would like to have that questionnaire embedded on the website in order to create a database with client information. (Probably using Typeform but I'm open to other ideas)
Deliverables:
- A Notion-based internal wiki with organized sections for company SOPs, team processes, and key resources. Optional: add a section for onboarding which includes all key resources a new hire would need to review in their first few weeks
- A feedback knowledge base for product teams to track learnings from users, internal reviews, and iterations.
- A short user guide or walkthrough video explaining how to use and maintain the system.
- Walkthrough video for clients with the onboarding process
- Embedded questionnaire on my website, creating automatically a database with client's information
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
Mtre Jason Wong Notary, trilingal (French, English, Chinese ), at Brossard (available at different location upon request). Field of practice : Liquidation of estate, wills, power of attorney, mediation, wedding celebration, immigration and international law, incorporation, real estate and much more.
Focus : Testament et mandat en cas d'inaptitude
Main contact

Portals
-
Toronto, Ontario, Canada