order management process
DESCRIPTION
An example of an "order management" workflow process example using PNMsoft's workflow software platform.TRANSCRIPT
![Page 1: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/1.jpg)
![Page 2: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/2.jpg)
![Page 3: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/3.jpg)
Internal Portal
![Page 4: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/4.jpg)
Initiate a support case from an online form
![Page 5: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/5.jpg)
Location details
![Page 6: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/6.jpg)
NNI details
![Page 7: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/7.jpg)
Task is sent to Tom for feasibility testing
![Page 8: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/8.jpg)
Open Tom’s Outlook (I.T Manager)
![Page 9: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/9.jpg)
Task details are embedded in the email.User can approve/decline from Outlook toolbar
![Page 10: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/10.jpg)
Workflow Status
![Page 11: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/11.jpg)
Tom’s task – break the request into sub-tasks
![Page 12: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/12.jpg)
Tasks are sent to the technical teams
![Page 13: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/13.jpg)
Open Peter’s Case Management Portal
![Page 14: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/14.jpg)
Case Management
![Page 15: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/15.jpg)
Peter’s task – reviewing the component requests
![Page 16: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/16.jpg)
Open Mark’s Outlook (Customer Support)
![Page 17: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/17.jpg)
Task details are embedded in the email
![Page 18: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/18.jpg)
Workflow Status
![Page 19: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/19.jpg)
Mark can see a summary of the technical teams responses
![Page 20: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/20.jpg)
Mark can notify the customer – Case resolved
![Page 21: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/21.jpg)
Audit Trail
![Page 22: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/22.jpg)
Process Overview
![Page 23: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/23.jpg)
Drill down to locate the process bottleneck
![Page 24: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/24.jpg)
Team Performance
![Page 25: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/25.jpg)
Team Status
![Page 26: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/26.jpg)
Late Tasks - Report
![Page 27: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/27.jpg)
Report can be exporting to PDF and Excel
![Page 28: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/28.jpg)
Report in PDF format
![Page 29: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/29.jpg)
Report in Excel format
![Page 30: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/30.jpg)
Opening the Report Builder
![Page 31: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/31.jpg)
Managers can create their own reports – without code
![Page 32: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/32.jpg)
Filtering the report – cut and dice
![Page 33: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/33.jpg)
Reports can be saved, exported, printed and distributed
![Page 34: Order Management Process](https://reader033.vdocuments.mx/reader033/viewer/2022061300/54c7321d4a795967638b456e/html5/thumbnails/34.jpg)