TCW Equipment Employee Wiki: A Case Study

Purpose and scope. This page shows how I built and maintain the employee wiki at TCW Equipment. It shows the structure of the wiki, cleaned sample pages, and the result. The full wiki is internal. I removed names, contact data, vendor data, freight processes, and financial identifiers.

1. The problem

TCW Equipment sells, services, and fabricates equipment for wineries, breweries, and distilleries. The company started in 1966. It has about 12 people and three divisions: marketplace, service and rental, and fabrication. Since 2025, it operates from two locations.

Most of what the team knew lived in employees' heads. Each person used a different method for the same task. TCW had written SOPs. The team did not use them, and they stayed out of date.

Product manuals and build instructions were stored in Google Docs and on an old shared network drive. Employees seldom opened them. New hires searched for answers on their own.

Build instructions were inconsistent or hard to find. Employees did not follow the bills of materials (BOMs). Equipment builds came out wrong, and purchasing became unreliable. The problems affected margins, quality, employee experience, and training.

Knowledge held by one person works like a recipe that only one cook knows. The kitchen depends on that cook. TCW kept toxic employees longer than it should have. They held information that was not available to everyone.

When we let those employees go and began to train new hires, I knew it was time to build the wiki.

2. What I built

I built the TCW employee wiki in 2024, and I maintain it. It is a living document. I update it every six months, in May and November. The last update was July 2, 2026. The wiki is hosted in Google Drive. I am moving it to a gated website.

The wiki works like the aisles in a hardware store. Each section holds one kind of information. An employee who needs a freight term goes to the Glossary. An employee who answers the phone goes to How We Work.

The sections start with the company's purpose. They move to daily work. They end with reference material.

#SectionContentsOn this page
1Company OverviewAbout us, history, mission, vision, tagline, core valuesSample
2Who We AreTeam directoryRedacted
3What We DoDivisions and product linesSummary
4How We WorkAppearance, email and phone standards, quoting, marketingSample (appearance and communication)
5Customers & MarketsTarget markets and coverageSummary
6Vendors & PartnersSupplier listRedacted
7Freight & ShippingFreight process and contactsRedacted
8Systems & ToolsBusiness, communication, and HR systemsSummary
9Policies & ProceduresPayment terms and a link to the employee handbookRedacted
10FacilitiesLocations, safety rules, PPE, shop standardsSample (safety and PPE)
11Resources & TemplatesEmail templatesRedacted
12GlossaryIndustry and TCW termsSample
13Brand Style GuideVoice, writing rules, visual identity, house brandsSample

3. Sample pages

Cover. TCW Equipment logo. "Company Wiki. Living Document, Updated Regularly. Last Updated: July 2, 2026." The table of contents follows, with the 13 sections above.

Company Overview

Company Overview

About us. TCW Equipment is known as "the industry's hardware store." The company started in California in 1966 as The Compleat Winemaker. It helped build America's early wine industry. TCW serves Napa, Sonoma, and, since 2025, Mendocino County. Customers across the United States buy online for food, beverage, and pharma applications.

Company history

YearMilestone
1966The Compleat Winemaker opens in California.
1997A new owner buys the business.
2011The company takes the name TCW. It moves from St. Helena to a larger warehouse in Santa Rosa.
2014TCW builds its digital and e-commerce presence.
2017The current owners buy TCW.
2023TCW begins equipment rentals.
2025TCW opens a warehouse and showroom in Ukiah.

Mission. Our Mission is to sell high quality, thoughtfully curated, fairly priced, and inventive equipment to beverage and tincture producers in a straightforward and simplified way. Keep customers from returning to their day jobs.

Vision. Our vision is to be the most uncomplicated equipment company to work with.

Tagline. High quality equipment at fair prices, easy ordering, and solid service.

Core values

  1. Be the kind of company we'd like to purchase from and work for.
  2. Customers only own TCW products that they want, use, and need.
  3. Easy like Sunday morning for all.
  4. Listen with an open mind. State your view with confidence.
  5. No jerks. We make a workplace where shame and disrespect are not allowed.
  6. Challenge yourself. Continuous learning on and off the job.
What We Do

What We Do

TCW has three divisions. Marketplace sells equipment and tools from TCW's own line and from partners. Service and rental maintains, repairs, and rents equipment. Fabrication builds TCW products and custom modifications.

Customers & Markets

Customers & Markets

TCW serves wineries, breweries, distilleries, cannabis processors, pharmaceutical producers, dairies, and other beverage producers. Customers are nationwide, with a strong presence in Napa, Sonoma, and Mendocino.

How We Work

How We Work

Appearance standards. TCW wants to be the supplier of choice for mid-size and large wineries, breweries, and distilleries. This goal requires high standards in presentation, facility appearance, and communication.

Showroom and office:

  • Keep desks and work areas organized and clean.
  • Use clear labels and signs to welcome and direct customers.
  • Look at each space as a customer who does not know TCW.
  • Make the showroom feel welcoming.

Dress:

  • Wear clean clothes. Shirts are ironed or wrinkle-free, with no holes or missing buttons.
  • Jeans are acceptable. They must be clean, with no holes. Dark jeans are preferred.
  • Dress to show that we support each other and give the best customer experience.
  • Warehouse workers wear clean, appropriate clothes, footwear, and PPE.

Email standards

  • Use black serif fonts: Georgia or Times New Roman, 11 to 13 pt.
  • Use white, plain backgrounds.
  • Do not use "fun" fonts, all caps, or colored fonts for style.
  • Use the same signature format: name, title, and contact information.

Phone standards

  • Greeting: "TCW Equipment, this is [Name]."
  • Closing: "Thank you for calling."
  • Phrases to avoid: "Don't know where they are." "Working from home." "They're not in yet." "They're in the restroom." "Out to lunch."
  • Phrases to use: "They're unavailable." "They're in a meeting." "Away from their desk." "With a customer" (only if true).
  • When you take a message, always record: name and company, subject, date and time, and return phone number.
Systems & Tools

Systems & Tools

TCW runs on a small set of systems: an ERP for accounting, sales, inventory, manufacturing, and CRM; an e-commerce platform; an analytics tool; team messaging; a shared document suite; a shared customer inbox; a payroll and HR platform; and a postage tool.

Facilities

Facilities: warehouse safety

Safety is the first priority. Everyone goes home in the same condition they came to work.

  1. Report injuries immediately. Get medical attention if necessary.
  2. Do not do tasks that you are not trained or licensed to do, for example, forklift operation.
  3. Use correct lifting technique. Use equipment to prevent strain.
  4. Look for moving vehicles. Forklift drivers use the horn at aisles.
  5. Obey lockout/tagout procedures for electrical and mechanical equipment.
  6. Examine ladders before use.
  7. A TCW employee must accompany all visitors.
  8. Do not leave equipment unattended with the engine on.
  9. Keep floors and walkways clear of debris.

Required PPE

  • Warehouse personnel: safety shoes are mandatory. No slippers or sandals.
  • Office personnel: wear closed-toe shoes in the warehouse. Limit time in production areas without safety shoes.
  • All personnel: wear safety glasses when you use machinery, grinders, or drills.
Glossary

Glossary samples

  • Freight & Shipping. Freight class: A classification from 50 to 500. It sets the rate by density and handling. A lower class costs less.
  • Filtration. Prefilter: A filter that removes larger particles first. It protects the finer filter downstream.
  • Pumps. Shear: Mechanical stress that damages the product. Gentle pumps cause less shear.
  • Winemaking. Ton (of grapes): A unit of volume. A one-ton bin holds about 240.7 gallons.
  • TCW abbreviations. SO: Sales order in the company ERP.
  • Seasons & timing. High Season (Harvest): Usually August to November. Lead times double or more.
  • Workflow. Whiteboard Status: The warehouse board that shows each shipment as Quoting, Dispatched, In Transit, or Delivered.
  • Marketing. Referral: New business from a customer recommendation. TCW's preferred growth method.
Brand style guide

Brand style guide

Audience: all TCW communications, AI-generated content, and team use.

Brand promise: Doing business with us is uncomplicated so that you can focus on your craft.

Core brand values

  1. Expertise and knowledge: We are technical advisors who understand the craft.
  2. Straightforward solutions: We simplify complexity. Clear answers, honest guidance.
  3. Quality and fair pricing: High quality equipment at competitive prices, thoughtfully curated.
  4. Service excellence: Easy ordering, solid service, and maniacal focus on customer ease.
  5. Supporting the craft: We help people pursue their passion without going back to their day jobs.

Voice. TCW writes like a knowledgeable colleague in the industry. This colleague knows the equipment well and wants to help you succeed. We are technical and accessible. We are professional and plain-spoken.

  • Knowledgeable: We speak from experience. We use technical details when they are relevant, and we explain them.
  • Practical: We focus on real-world use. What does this mean for the customer's operation?
  • Approachable: We are friendly and professional.
  • Confident: We state things clearly.
  • Educational: We teach and explain. We help customers make informed decisions.

Writing rules, do:

  • Use active voice: "SimpleSanitary pumps protect your product."
  • Lead with benefits. Follow with features.
  • Include technical details that matter to craft producers.
  • Use industry terms the audience knows: GPM, tri-clamp, CFM.
  • Acknowledge the passion and expertise of our customers.

Writing rules, do not:

  • Use corporate buzzwords: "synergy," "leverage," "best-in-class."
  • Oversell: "revolutionary," "game-changing," "the ultimate."
  • Talk down to a professional audience.
  • Use passive voice unless necessary.
  • Create false urgency: "Act now!" "Limited time!"

Visual identity

  • Dark Charcoal #2E3A47: headlines, product titles, primary buttons.
  • Medium Gray #7A8693: body text, secondary text, logo, labels.
  • Light Gray #EAEBED: borders, card backgrounds, dividers.
  • Pale Blue #EEF6FF: accent and highlight backgrounds.
  • Typeface: Commissioner. Fallback: Arial or system sans-serif. Headlines Bold 700, subheadings SemiBold 600, body Regular 400.
  • Logo: use on white or light backgrounds. Keep clear space equal to the height of the "T." Do not stretch, rotate, or change the proportions. Use the white version on dark backgrounds.

TCW house brands

  • SimpleSeries: TCW's house brand of air diaphragm pumps. It includes SimpleSanitary for wine and beer, SimpleSpirits for distilleries (ATEX-rated), and SimpleAir for general use.
  • MiniMax: Bottle rinsing systems for small and medium producers.
  • DoublePlus: Cart-mounted filtration systems. Two housings hold a prefilter and a final filter. The product goes through both in one pass.
  • GlideTech: A premium hose line with winery, brewery, and distillery options.

Terminology sample. Tri-clamp (TC) is the sanitary fitting standard. Use "tri-clamp." Do not write "tri-clover."

4. How the style guide governs AI-generated content

Section 13 names three audiences: all TCW communications, AI-generated content, and team use.

The team gives the style guide to AI tools. The guide is the standard for AI-drafted emails and customer notes.

The guide states its rules in a form a tool can apply. It lists words to avoid. It gives do and do-not lists with examples. It fixes the terms, colors, and fonts.

A style guide for AI works like a jig in a fabrication shop. The jig holds each part in the same position, so each weld lands in the same place. The style guide holds each draft to the same voice, terms, and rules.

5. What changed

  • TCW has a 13-section wiki that I maintain as a living document. The last update was July 2, 2026.
  • Employees report that they use the wiki throughout the workday.
  • Section 9 links to a separate employee handbook that I maintain. The handbook is confidential.
  • The wiki and TCW's training program together cut new hire ramp time from 18 months to 8 months.
  • AI-drafted emails and customer notes follow the same style guide as the team.
  • Next step: I am moving the wiki from Google Drive to a gated website.