Standards Adoption Toolkit

Welcome to the Standards
Adoption Toolkit

The NASBP and SFAA Surety Forms Working Group has developed this toolkit to help you integrate standards into your own data collection process to eliminate manual data collection, and increase the timeliness and accuracy of your own analysis.

The toolkit contains:

  • Guidance on current and proposed workflow, with options you can match up against your own technology and practices, to pick the most appropriate path to standards that works for your organization;
  • Business case you can use to support gains from standards you can apply to your own approach to management;
  • Spreadsheet template to help you quantify the potential savings in your own organization; and
  • Follow-up discussions to help you determine the best approach to adopt standards in your own organization. Contact to arrange a phone consultation.

Learn more about the toolkit by viewing the 60-minute introductory recorded webinar (free).

Download the toolkit:

Workflow Summary PDFACORD and XBRL Workflow Summary
Business Case PDFBusiness Case Document
CBA Calculator - Excel DocumentCost Benefit Analysis Calculator
Customizable PowerPoint PresentationCustomizable PowerPoint Presentation
Surety Automation DemosSurety Automation Demos
Toolkit, Complete (Zipped Archive)Toolkit, Complete (Zipped Archive)
WIP Spreadsheet for XBRL - Excel DocumentWIP Spreadsheet Template For XBRL (Links to XBRL Enabled Spreadsheet and Directions)

Questions? Contact us.

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