order management process

34

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Post on 27-Jan-2015

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DESCRIPTION

An example of an "order management" workflow process example using PNMsoft's workflow software platform.

TRANSCRIPT

Page 1: Order Management Process
Page 2: Order Management Process
Page 3: Order Management Process

Internal Portal

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Initiate a support case from an online form

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Location details

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NNI details

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Task is sent to Tom for feasibility testing

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Open Tom’s Outlook (I.T Manager)

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Task details are embedded in the email.User can approve/decline from Outlook toolbar

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Workflow Status

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Tom’s task – break the request into sub-tasks

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Tasks are sent to the technical teams

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Open Peter’s Case Management Portal

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Case Management

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Peter’s task – reviewing the component requests

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Open Mark’s Outlook (Customer Support)

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Task details are embedded in the email

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Workflow Status

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Mark can see a summary of the technical teams responses

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Mark can notify the customer – Case resolved

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Audit Trail

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Process Overview

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Drill down to locate the process bottleneck

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Team Performance

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Team Status

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Late Tasks - Report

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Report can be exporting to PDF and Excel

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Report in PDF format

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Report in Excel format

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Opening the Report Builder

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Managers can create their own reports – without code

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Filtering the report – cut and dice

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Reports can be saved, exported, printed and distributed

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