Knowledge transfer


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  • We are here to learn and document your knowledge, we really appreciate your support.
  • Knowledge Transfer Plan & Procedures Plan
  • Our Team will observe your daily work... as per the agreed plans. This week you start Month End process, we will shadow your experts.
  • Monthly Balance Sheet reporting / period 5
  • Yes, Mr. Owens. Can I join you?
  • Hi Ana, I understand it is time for our session?
  • Grab a chair and we can start, I saw the KT tracker but I wan`t  to double check with you if this is what you want me to show today. 
  • Off course Mr. Owens. Let`s do that, Excellent idea.
  • A: MR. Owens this is our session. O: Yes, in fact I am just preparing myself to start to do this report.
  • A: Great, I really want to see how this report is done here, I know it from my previous client very well. But before we do it, I need to start our Recording Tool. O: No problem, please just show me the steps... A: Here you go MR. Owens... We`re ready...
  • WEBEX login
  • Please start recording the desktop....
  • After few hours...
  • Balance
  • Thank you Mr. Owens, this was really comprehensive, I will now create a procedure out of this recording, will come back to you once it is ready for your review. 
  • Two days later...
  • A: Good morning Mr Owens, the procedure is with you, can you please check if all is in order. O: No problem, please give me few hours and in case we need to change / add anything I will ask you to come to me...
  • Good afternoon Mr. Owens, off course. I will finish and come to you asap. 
  • IBM team - WELCOME!
  • Ana, good I see you here, can you come to me. I reviewed your procedure, I think we need to change 2 steps.
  • 2 hours later: Ana and Mr Owens reviewed last 15 pages just to update procedure together... Mr Owens is finally pleased with the outcome...
  • O: I am really pleased now Ana, good job. A: Mr Owens, thank you. I will now go and report to my manager we have 1 procedure approved
  • Progress is reflected in all trackers... GREAT IBM WORK!
  • A: Hey Jane - the BSR DTP is approved by my trainer, more 10 to go. J: Ana, great job! thanks! Let`s update the trackers
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