Digital order management clears the paper off your desk!

To what extent is your order management system already digitised? How much paper is still circulating in your company? Have you already begun to question long-established procedural structures and discover how much paper you are wasting? Are your project planning and customer communications, including all related processes, truly digital?

Discover the multi-faceted possibilities of digitized order management, and learn how it can save you time and resources.

Centrally retrievable order data and information

Integrated, cloud-based order management systems ensure that specifications are entered directly into the order database without the intermediate step of paper forms. This means that the costing process can begin immediately, and customers don’t have to wait for days before they receive an offer. Work preparation and scheduling are accelerated. And when the notice indicating that the order has been fulfilled is transferred to your accounting department “at the speed of light” – including the digitally receipted cost in hours and materials – a detailed, easy-to-understand invoice can be issued to the customer immediately, even on-site if necessary.

Customers love digital project planning and presentation

If you also use augmented reality (AR) and virtual reality (VR) to support your service, planning, and presentation processes as part of the digitalization of your project management system, you can present customers’ projects to them virtually. This means that any customer changes can be implemented directly using your CAD system’s object library. The advantage for you lies in the fact that you don’t need to maintain costly sample collections or continually changing exhibition rooms. The manufacturers of these systems and training service providers offer courses on this subject. You can apply the wide range of AR and VR applications in all your processes, beginning with the request entered into the configurator on your Web site. These applications also alleviate your team’s workload when performing repair and maintenance orders.

Legally water-tight digital construction files

Documenting all the processes related to a customer order in a central, certified digital construction file helps you fulfil your documentation obligations by making it possible to retrieve substantiating evidence at any and all times, even online, without having to conduct an exhaustive search. The complete documentation is available at the “press of a button” whenever it’s needed. Order management software that meets the requirements of the German regulations applicable to electronic recordkeeping also supports your accounting department, helps you avoid unnecessary routines, and saves time.

Summary

A fully digitized order management system enables you to devote more time to your core business. It frees up capacities for productive processes, and you have more time to deal with your business partners or even attend to personal business. When selecting the appropriate software, you should pay special attention to data interfaces that support data exchanges with the other software systems used at your company or by business partners like wholesalers and tax advisors. Project documents can be displayed on your employees’ mobile devices, time recording can be checked against cost estimates and final costs, order progress can be monitored, and invoices and payments can be tracked automatically and centrally.

The PRACTICAL GUIDE TO DIGITISATION Forum at the FENSTERBAU FRONTALE + HOLZHANDWERK 2024 exhibition will feature an expert interview on Thursday, 31 March 2024, from 1:00 p.m. to 1:30 p.m., that will teach you how digital order management works and what you should look out for when implementing a digital order management system.

For information on all the practical interviews and discussions, including times and information on participants, consult the event schedule for the PRACTICAL GUIDE TO DIGITISATION Forum that will be held from 19 to 22 March 2024.