Best Practices Guides

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There must be a better way, right? Well, there may not always be a single best way to work. But, there is always something that can be done better. Higher employee productivity. Increased revenue. Larger profit margins. More customers. Better customer service. Less work errors. OpsDog tracks and documents work methods that have been proven to produce these results - they're called best practices, or leading practices. We compile these best practices in user-friendly guides (PDF format), which outline anywhere from 10 to 40 (or more) work methods that have been proven to produce superior results when compared to other similar methods. Search our inventory of best practices guides below, and drill-down to a specific within a specific industry (e.g., banking, utilities, etc.) or organizational function (e.g., finance, HR, etc. to read sample best practices text.

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Finance Best Practices Guide

This guide details 45 high value best practices for Finance Department operations organized by function, including Accounts Payable, Accounting & Reporting, Internal Audit, and more. Use thi...

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Legal Best Practices Guide

This guide details 35 high value best practices for Legal Department operations organized by function, including Litigation Management, Legal Administrative Support, Intellectual Property, a...

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Marketing Best Practices Guide

This guide details 25 high value best practices for Marketing Department operations organized by function, including Digital Marketing, Market Research & Analysis, Direct Marketing and more....

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Supply Chain Best Practices Guide

This guide details 25 high value best practices for Supply Chain Management organized by function, including Procurement, Order Management, Manufacturing and more. Use this document as a gui...

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Utilities Best Practices Guide

This guide details 25 high value best practices for Utilities company operations organized by function, including Production & Generation, Utilities Customer Service, Energy Retailing and mo...

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Consumer Finance Best Practices Guide

This guide details 25 high value best practices for Consumer Finance operations organized by function, including Credit Cards, Mortgage Lending, Merchant Services, and more. Use this documen...

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Manufacturing & Production Best Practices Guide

This guide details 25 high value best practices for Manufacturing & Production operations organized by function, including Facility Management, Quality Assurance, Production Planning, and mo...

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Investment Management Best Practices Guide

This guide details 16 high value best practices for Investment or Asset Management company operations organized by function, including Wealth Management, Compliance & Risk Management, Report...

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Materials Management Best Practices Guide

This guide details 15 high value best practices for Materials Management operations organized by function, including Quality Control, Receiving, and more. Use this document as a guide in imp...

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Broker Dealer Best Practices Guide

This guide details 15 high value best practices for Broker Dealer operations organized by function, including Sales & Trading, Client Services, Trade Operations & Support, and more. Use this...

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Distribution Best Practices Guide

This guide details 15 high value best practices for Distribution operations organized by function, including Fleet Management, Channel Design & Management, and more. Use this document as a g...

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Procurement Best Practices Guide

This guide details 15 high value best practices for Procurement Department operations organized by function, including Vendor Contract Management, Logistics Management, Strategic Sourcing, a...

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Order Management Best Practices Guide

This guide details 15 high value best practices for Order Management operations organized by function, including Order Processing and Return Processing. Use this document as a guide in imple...

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Collections Best Practices Guide

This guide details 15 high value best practices for Collections Department, or agency, operations organized by function including Collections Account Maintenance, Collections Operations, Def...

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Customer Service Best Practices Guide

This guide details 15 high value best practices for Customer Service Department operations organized by function, including Incident Management, Technical & Product Support, Account Manageme...

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Advertising Best Practices Guide

This guide details 15 high value best practices for Advertising operations organized by function, including Account Development & Management, Creative Services (Campaign Design & Production)...

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Broadcast Media Best Practices Guide

This guide details 15 high value best practices for Broadcast Media operations organized by function, including Content Production, Content Management, Studio Operations, Transmission & Infr...

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Print Publishing Best Practices Guide

This guide details 15 high value best practices for Print Publishing companies organized by function, including Editorial, Content Production, Web Development and Printing & Production. Use...

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Compliance Best Practices Guide

This guide details 15 high value best practices for Compliance and Risk Management operations organized by function, including Policy Creation, Policy Enforcement and Internal Audit. Use thi...

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Pharmaceuticals Best Practices Guide

This guide details 13 high value best practices for Pharmaceutical company operations organized by function, including Research & Development, Pharmaceutical Manufacturing, and more. Use thi...

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Healthcare Management Best Practices Guide

This guide details 11 high value best practices for Healthcare Management operations organized by function, including Care Management, Patient Relations, and more. Use this document as a gui...

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Master Data Management Best Practices Guide

This guide details 10 high value best practices for Master Data Management operations organized by function, including Data Governance, Enterprise Architecture, and more. Use this document a...

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Health Insurance Best Practices Guide

This guide details 25 high value best practices for Health Insurance company operations organized by function, including Member Services, New Business Processing, Claims Processing and more....

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