Buying work order management software requires extensive research. Not only do you have dozens of potential solutions to evaluate, your existing system processes may need to be updated. Investing in enterprise order management software can help you streamline your processes, integrate with existing CRM software and manage transactions across multiple channels. That being said, it’s not a simple matter of picking a product, installing it and watching the magic happen. It is wise to use these best practices to make the best buying decision possible.
Start by looking beyond your current need for order management software and see all aspects of transaction such as customer relationship management and receivables. What systems do you have at the moment for these extended system processes? Is it possible to integrate your existing systems into your new system solution? Or does it make sense to start from the scratch?
When you have your answers, consider your infrastructure. How you will be implementing an order management system and how it will affect your current and future IT plans?
The next step after looking at the bigger picture and making some broad decisions now is the time to identify the actual requirements. Start documenting your end to end order management process on a piece of paper. What happens when? What is needed to support this?
After that you should critically evaluate your existing process. Does it make sense? Could it be streamlined? What all can be automated? It is a good idea to get input from those who carry out these processes on a regular basis as they will be able to share their ideas, insights and wish lists.