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Order Management Tracking and Forecasting Tool Development
Business Issue
The Client had no automated facility to track the status of installation
projects. Projects Managers were using manually intensive processes leveraging
spreadsheets to track order and project phase information, providing no
consolidation of project information to management.
Solution
Bardess consultants audited the current Project Management processes and
systems. Based on this analysis, the team developed a user-friendly, web-based,
Order Management Tracking (OMT) system which tracked product, installation and
professional services from different orders and tracked the status of
installation and professional services at the detail level. The OMT system
accomplished this by extracting line level data for multiple orders from
corporate systems and consolidating this information for the project. The OMT
system also provided Project Management detailed and summary revenue forecasting
reports based on the order type, product type, region, customer level and
projected completion date.
Client Impact
Implementation of the OMT system increased the Client’s efficiency by
drastically reducing the amount of manual tasks required for project tracking
and forecasting while increasing the accuracy and timeliness of installation and
maintenance orders.
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