Save time, empower your teams and effectively upgrade your processes with access to this practical Order Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Order Management related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
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The Toolkit contains the following practical and powerful enablers with new and updated Order Management specific requirements:
STEP 1: Get your bearings
Start with…
- The latest quick edition of the Order Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 636 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Order Management improvements can be made.
Examples; 10 of the 636 standard requirements:
- Many warehouses run quite well with warehousing functionality from OMS or ERP. So, how do you know whether your business can benefit from a warehouse management system?
- Think about future needs. What if you could optimize to select goods from stores that will be discontinuing a product next month, ahead of other stores in the chain?
- Technology. What technology is needed to support the flexibility you need now or in the next few years to optimize order routing, balancing service level and cost?
- Business rules. What facilities are eligible, and is this the same for all categories (factors include size, location, sales velocity, and allocated inventory)?
- What technology is needed to support the flexibility you need now or in the next few years to optimize order routing, balancing service level and cost?
- What facilities are eligible, and is this the same for all categories (factors include size, location, sales velocity, and allocated inventory)?
- Can you optimize to select goods from stores that will be discontinuing a product next month, ahead of other stores in the chain?
- Do you take advantage of the many sales channels available to expand your reach and grow your business as fast as possible?
- How do you manage the decision-making process and move smoothly into transactional mode across channels and touchpoint?
- Whats the total cost of ownership for a licensed model (including the staffing) versus the subscription price?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Order Management book in PDF containing 636 requirements, which criteria correspond to the criteria in…
Your Order Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Order Management Self-Assessment and Scorecard you will develop a clear picture of which Order Management areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Order Management Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Order Management projects with the 62 implementation resources:
- 62 step-by-step Order Management Project Management Form Templates covering over 6000 Order Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Stakeholder Management Plan: Have process improvement efforts been completed before requirements efforts begin?
- Procurement Audit: Were the specifications of the contract determined free from influence of particular interests of consultants, experts or other economic operators?
- Probability and Impact Assessment: Are end-users enthusiastically committed to the Order Management project and the system/product to be built?
- Procurement Audit: When competitive dialogue was used, did the contracting authority provide sufficient justification for the use of this procedure and was the contract actually particularly complex?
- Requirements Management Plan: Will you use an assessment of the Order Management project environment as a tool to discover risk to the requirements process?
- Requirements Management Plan: To see if a requirement statement is sufficiently well-defined, read it from the developer’s perspective. Mentally add the phrase, “call me when you’re done” to the end of the requirement and see if that makes you nervous. In other words, would you need additional clarification from the author to understand the requirement well enough to design and implement it?
- Planning Process Group: Are the follow-up indicators relevant and do they meet the quality needed to measure the outputs and outcomes of the Order Management project?
- Responsibility Assignment Matrix: What Cost Control Tool Do Many Experts Say is Crucial to Order Management project Management?
- Responsibility Assignment Matrix: Are there any drawbacks to using a responsibility assignment matrix?
- Risk Audit: Does the customer have a solid idea of what is required?
Step-by-step and complete Order Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Order Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Order Management project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Order Management project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Order Management project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Order Management project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Order Management project or Phase Close-Out
- 5.4 Lessons Learned
Results
With this Three Step process you will have all the tools you need for any Order Management project with this in-depth Order Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Order Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Order Management and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Order Management investments work better.
This Order Management All-Inclusive Toolkit enables You to be that person:
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Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.