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Westoba Credit Union is a dynamic member-owned and controlled organization that provides comprehensive financial services designed to satisfy the social and economic needs of the members and communities it serves. With $1.3 billion in assets and 17 locations across the province, Westoba is Manitoba’s sixth largest credit union.
Witnessing increasing marketplace and regulatory pressure, Westoba needed to properly identify and clean-up current information assets by removing ROT (Redundant, Out-dated, and Trivial) content. Improving the quality of high-value internal policy and procedure documentation was made a priority.
Westoba needed to improve the quality, clarity, accuracy, and governance of critical policy and procedure content to support business processes and compliance.
Several hundred pages were identified as high-priority from various departments. Divided into several projects, the first phase focused on board policies, lending policies, and operational policies and procedures. This content was rewritten using the Precision Content® authoring methodology. The content was migrated to a component content management system and published to customized templates developed using DITA InPrint™ so management could easily review content in Microsoft® Word.
Westoba has significantly cleaned up and streamlined their policy and procedure content. New policy and procedure content is easier to read and understand. Westoba is benefiting from content reuse; writing once and reusing content for various information products. New systems and practices have improved governance making it easier to update, review, and maintain new content.
“Our Member-owners expect the best from Westoba. To meet and exceed their expectations, we have to ensure our staff can quickly find and understand the information they need to support our Members. Structured content and the Precision Content team have been instrumental in helping us transform our policies and procedures. Having recently reviewed the new Board Policy documentation, I am very pleased with the quality and clarity of the new content.”
– Jim Rediger, CEO at Westoba Credit Union
Contact us today to talk about the future of your credit union’s content
March 28, 2023
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