
Creating Financial Reports
Project Overview
I was hired on with Prodigy Commercial HVAC for a 10-week internship as a technical writer. I created procedures for the billing, customer service, and operations departments.
Skills
- Audience analysis
- CRAP method
- Information design
- SME collaboration
- Procedure best practices
Tools
- Adobe Acrobat
- Microsoft Outlook
- Microsoft Teams
- Microsoft Word

Prodigy did not have a technical writer nor a style guide, so I created a procedure template loosely based on the Information Mapping design. The two-column design separates the descriptive headers from the actions.
I utilized the contrast, repetition, alignment, and proximity (CRAP) method while maintaining brand consistency.
- Contrast: I created a stark difference with the white background and the company’s colors.
- Repetition: I repeated the same styles for each row, which included bolding the names of buttons and italicizing the names of fields, tabs, or pages.
- Alignment: I used a hard left alignment for the beginning of sentences and for bullet points.
- Proximity: I kept relevant, bullet information next to its action step.

In this procedure, employees had to translate information from an Excel spreadsheet to a customer-provided template. However, the field names did not translate word-for-word. I created a table to decrease the risk of mistakes employees may make during the translation of information.