Order Management
Streamline and Automate
Order Delivery
Streamline order management and service delivery with workflows, automation, and real‑time reporting and forecasting.
20-40%
Shorter Order Processing Times
25-50%
Error-Rate Reduction
20-30%
Higher Processed Order Volumes
15-30%
Service Delivery Cost Reduction
Automate and Unify Your Quote‑to‑Order
Save time, avoid errors, and ensure 100% order accuracy with a fully automated quote-to-order process.
- Automatically create orders and workflows from closed-won CRM opportunities and signed quotes
- Follow the same automated process across all order sources: CRM opportunities, the Customer Portal, and the API
- Manage various order types (new, cancel, change, replace, re-term, re-rate, etc.) in the same consistent way
- Automatically select workflows based on products and order types
Optimize Order Delivery
Get a handle on your customer orders and tasks, increase efficiency, and reduce errors with workflow- and task-based order management.
- Increase efficiency with fully automated task lists, user assignments and handoffs
- Obtain full visibility into your delivery process with out-of-the-box performance metrics and KPI reports
- Stay on top of your delivery schedule and know when revenue is coming with continuously updated forecasts
- Manage risks through identifying, communicating, tracking, assigning ownership, resolving and reporting on risk conditions
- Use AI for order updates and customer sentiment scoring
Keep Your Team and Your Customers Informed 24/7
Eliminate communication bottlenecks with real time-updates for both internal teams and customers for a best-in-class customer experience.
- Stay on top of every order with overdue task escalations and last touch tracking
- Ensure top-notch customer care by providing account managers and sales reps with a 360° order progress information in the CRM
- Notify customers in real time about milestone completions and updated estimated delivery dates via the Customer Portal
- Exchange comments with customers though the Customer Portal for efficient order delivery communication
Integrate Your Existing Systems with Order Delivery
Seamlessly integrate your existing IT systems such as billing, provisioning, vendor ordering, and others to implement complex delivery scenarios — all the way up to “zero-touch” provisioning.
- Easily connect billing systems to ensure data consistency across the entire quote-to-cash process — so what’s quoted is delivered and billed
- Quickly integrate with third-party systems for provisioning, vendor ordering, hardware configuration, customer satisfaction surveys, and more
Streamline Financial Forecasting and Reporting
Control your financials — new revenue, upticks/downticks, and cancellations — at every step of the delivery process, before the numbers appear in billing and ERP systems.
- Track the full financial impact of orders and individual line items — including new, lost, uptick/downtick, and net revenue, profit, and margin
- Precisely determine when revenue is realized or lost through real‑time delivery forecasts based on current order progress
Order Management Highlights
Order Creation & Submission
- Automated order creation from closed-won opportunities
- 100% quote-to-order match
- Support for new service requests, cancellations, changes, re-terms, re-rates, and other order types
- E-commerce orders from the Customer Portal and API
Order Processing
- Multiple line items on a single order
- Various line-item types within an order
- Management of the entire order or each item individually
- Automated creation of new services and workflows
- AI-generated customer updates
- Real-time AI customer sentiment scoring
Provisioning Workflows
- Automated workflows creation based on products and order types
- Accurate management with per-order-item workflows
- Tasks and dependencies
- Queue and user task assignments
- Auto-assignment rules
- Task completion conditions
- Gantt charts and Kanban boards
Billing Integration
- Automated service creation in billing
- Automated change (add-ons, re-rates, disconnects, etc.) synchronization to billing
- User-initiated or workflow-initiated synchronization
- Support for any billing system with REST or other API
- Readily-made connectors to industry-leading billing systems
Forecasting
- Financial impact tracking (new, lost, uptick/downtick and net revenue and profit) for each order item
- Real-time forecasts for accurate delivery projections
- Baseline vs. expected vs. actual tracking
- Expected delivery and other, select forecast information available in the Customer Portal
Automation & Integration
- Automated, code-execution tasks in workflows
- Extensible with user-defined code
- Pre-built tasks for service and order manipulation (e.g., start service)
- Ability to interface with external systems (e.g., send a survey)
Nextian Quote‑to‑Cash
for Cloud and Communications
Discover how we can help you streamline order processing and delivery
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