Order Management Toolkit

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Ensure that all systems implementations/changes take into account any operational impact and work with the teams concerned to appropriately integrate with your organizations systems.

More Uses of the Order Management Toolkit:

  • Contribute business insight, Product Management skills, and best practices to a team where design, strategy, Product Management, and engineering collaborate closely.

  • Optimize sales and Operational Efficiency through innovative thinking, Process Improvement and system enhancements and best practice sharing.

  • Evaluate: implement extensive coordination between business groups and the IT delivery teams working on internal IT projects in areas like Order Management, eCommerce, Point of Sale etc.

  • Formulate: interface with Strategic Sourcing to exchange information regarding current supply issues from raw material constraints and demand changes in order to effectively plan production.

  • Be accountable for using a variety of Data Gathering techniques, you work to detect insider trading and any strategies organizations or individuals use to gain an unfair advantage.

  • Develop relationships with cross functional teams as finance, merchandise ops, allocation, planning, marketing, Customer Service and Supply Chain.

  • Assure your organization takes initiative to effectively anticipate the needs, handle the issues, and resolve the problems of internal and external customers.

  • Establish that your business uses a maintenance management computer software system (Facility Center) for timekeeping, purchasing, work Order Management and reporting.

  • Collaborate with business units on monthly piloting with regards to sales and returns, understanding any supply constraints, managing allocation for any short stock situations.

  • Assure your corporation complies; customers receive innovative and sustainable solutions that safeguard the environment, protect people and keep organizations compliant.

  • Foster a work environment that promotes mutual respect of all colleagues and creates an environment focused on a dual bottom line.

  • Support and resolve administrative activities by maintaining communication flow and serving as a liaison between field and operations personnel.

  • Manage work with the Operations team to manage inventory and ensure orders are placed on time to support forecasted demand, maintain healthy inventory levels, and support growth.

  • Collaborate with corporate teams in transportation, Inventory Management, production scheduling, and other Supply Chain and support teams.

  • Help shape the entire Software Development process, from requirements and design review through the implementation of a new product, applying Agile Development methodologies.

  • Drive Process Improvement and implement best practices across your organization in relations to Order Management and provisioning.

  • Guide: proactively identify potential issues/problems with project in process, formulate response and solution and communicate back to client.

  • Perform functional and gap assessment, gather requirements and Process Mapping, prepare functional specifications to meet organization requirements, configure the application.

  • Manage work with customer Supply Chain, transportation, replenishment and planning teams to ensure seamless execution and Order Management.

  • Help prevent and/or minimize recurring individual or team processing errors by analyzing trends and implementing feedback from coaches and managers.

  • Prepare and distribute standard and customized internal and customer reports; and understand Customer Order Management policies, procedures and metrics.

  • Perform quantitative and qualitative analysis where necessary to support Process Design leading to optimal efficiency and improvements.

  • Manage, enhance, and/or maintain catalog, product listings, merchandising, pricing, inventory turn, payment, Order Management, and post sales Customer Support.

  • Develop and manage effective customer relationships focused on improving KPIs and customer scorecards while minimizing chargebacks utilizing root cause and Corrective Action plans.

  • Be accountable for supporting the customer Order Management team with non customer facing administrative and support tasks as processing customer orders, compiling export/shipping.

  • Align B2B Customer Service and warehouse teams to execute on operational plans with special focus on accuracy, on time performance, and margins goals.

  • Create procedures to execute customer interface and vendor programs to support the interface requirements in customer sales, Order Management, shipping.

  • Ensure you gain; lead the day to day process of ensuring successful partnerships milestone adherence, change Order Management, Quality Assurance, cost control, etc.

  • Perform manual monitoring for rules that cannot be systematically programmed into the system through a review of various ancillary reports/system.


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.

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 999 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 999 standard requirements:

  1. At what point will Vulnerability Assessments be performed once Order Management is put into production (e.g., ongoing Risk Management after implementation)?

  2. How do you spread information?

  3. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Order Management process, are the records needed as inputs to the Order Management process available?

  4. What is the range of capabilities?

  5. What tools and technologies are needed for a custom Order Management project?

  6. How can you better manage risk?

  7. What is something you believe that nearly no one agrees with you on?

  8. Which models, tools and techniques are necessary?

  9. Is the measure of success for Order Management understandable to a variety of people?

  10. What causes extra work or rework?

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 994 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 1500 Order Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Order Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Order Management project team have enough people to execute the Order Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Order Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Order Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.


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.