Order Management
Consistent and faster
order delivery
Optimized and automated order management process for communication and cloud service providers.
![Order delivery status](https://nextian.com/wp-content/uploads/2022/12/order-delivery-status.webp)
20-40%
25-50%
Error Rate Reduction
20-30%
15-30%
![Women and screenshot of automated-quote-order](https://nextian.com/wp-content/uploads/elementor/thumbs/automated-quote-order-q45gx9aysgmbte8ixgdr5ga8njloggp8wo91btxhbu.webp)
Automate and unify your quote-to-order
Save time, avoid errors, and ensure 100% order accuracy with a fully automated quote to order conversions.
- Automatically create orders and workflows from closed-won CRM opportunities and electronically signed quotes
- Follow the same, automated process across all order sources: CRM opportunities, Customer Portal or the API
- Manage various order types (new, cancel, change, replace, re-term, re-rate, etc.) in the same, unified 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
![People talking and screenshot of Product delivery workflow](https://nextian.com/wp-content/uploads/2022/12/product-delivery-workflow-1024x549.png)
![Customer Portal order progress tracking](https://nextian.com/wp-content/uploads/elementor/thumbs/customer-portal-order-progress-tracking-q45h08gg5n74n6qpvdmjrt2vhepgb5vizcemyqnaxy.webp)
Keep your team and your customers informed 24/7
Eliminate communication bottlenecks with real time updates for both internal teams and customers for best-in-class customer experience.
- Never drop the ball with overdue tasks 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 via the portal for efficient order delivery communication
Leverage and integrate your existing systems
Seamlessly integrate 3rd party systems such a as billing, provisioning and others to implement complicated delivery scenarios all the way up to “zero-touch” provisioning.
- Leverage built-in billing connector framework for automated billing integration ensuring data consistency across the entire quote-to-cash process, i.e., what is quoted, is delivered, and billed
- Easily integrate with third party systems for provisioning, third-party ordering, hardware configuration, customer satisfaction surveys and others
![Automated provisioning workflows](https://nextian.com/wp-content/uploads/2022/12/automated-provisioning-workflows.webp)
![Revenue impact forecasting](https://nextian.com/wp-content/uploads/elementor/thumbs/revenue-impact-forecasting-q45h5ibwdpqa5sjgsmo02w78vtl19ux3aue0nmwtoq.webp)
Financial forecasting and reporting
Control your financials every step of the way throughout the delivery process, before numbers appear in billing and ERP systems.
- Track full financial impact of orders and individual line items: new, lost, uptick/downtick and net revenue, profit & margin
- Determine exactly when revenue is realized or lost via real time delivery forecasts based on current order workflows progress
Order Management Highlights
Order Submission
- Automated order creation from closed won opportunities
- 100% quote-to-order match
- Support for new service requests, cancelations, 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 (new service requests) and workflows (for all order types)
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
- New 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
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)