Desk Guide Development

Each Desk Guide is custom-built to include:

• The applications you use

• Screen shots depicting your actual project data

• Documentation of your reporting requirements

• Database structure

• Procedures directly related to your company’s use

This comprehensive resource helps:

• Clearly define processes for consistency

• Communicate your company’s best practices and expectations for project management

• Eliminate “cowboys” or people who insist on managing projects their own way

• Provide a benchmark for measuring performance

• Document all internal project management and software use procedures in one place

• Serve as a training tool for onboarding new employees

Many companies realize the value of having a Desk Guide—but lack the internal resources to develop it. That’s where CBA comes in. We specialize in building documentation that promotes compliance, supports consistent execution, and improves user confidence with project management tools.

Add Customized Private GPT’s to Improve Access and Efficiency

Looking to take your Desk Guide one step further? CBA now offers Customized Private GPT’s development services designed to support your teams with instant, interactive access to the processes you’ve already documented.

We build custom Customized Private GPT for any procedure, department, or software—helping your team:

• Get answers instantly without digging through PDFs

• Improve efficiency across training, support, and compliance

• Reduce dependency on one-on-one help or email chains

• Maintain consistency in following procedures

Whether you need a Customized Private GPT for scheduling software, onboarding checklists, or department-specific protocols, CBA can help. Combine the power of documentation with intelligent automation to streamline your operations like never before.