Order Management Toolkit

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Ensure On Time Delivery, damage free services, and accurate billing through scheduling pick up and delivery appointments, entering customer orders into the Order Management System to track loads, and obtaining approval for accessorial charges with assigned customers.

More Uses of the Order Management Toolkit:

  • Evaluate: proactively communicate issues back to management and follow, maintain and suggest improvements of Order Management Processes.

  • Identify, communicate, and drive changes to the program as product updates, service enhancements, or Process Improvements as appropriate.

  • Ensure appropriate project Governance Arrangements and technical Quality Standards are developed and followed throughout the Project Lifecycle.

  • Perform large scale, complex Software Delivery projects/Program Management on Client Engagements or lead multiple Software Delivery projects for a Client Engagement.

  • Be able to effectively communicate the features and benefits of all Digital Products in order to help achieve a client goal.

  • Recognize and track trends with customer issues, evaluate and suggest Process Improvements for Product Order Management and your partners.

  • Formulate: work closely with all organization department staff to develop and implement strategic Project Plans with a focus on on time and on budget project delivery.

  • Coordinate and facilitate monthly and/or quarterly project meetings to monitor progress and timely assess and address challenges and risks.

  • Develop Functional Specifications and system Design Specifications in areas of Order Management, Supply Chain and Product Development.

  • Ensure proper communication, direction and support is provided to all new trade partners regarding your organizations Policies and Procedures.

  • Make sure that your organization complies; teams up with Relationship Managers; contributes in improving Customer Satisfaction by supporting the Sales Force through the Account and Order Management Program and Key Account Visits.

  • Confirm your corporation leads the implementation of project Management Processes, methods, tools, guidelines and standards in order to establish a stable framework that supports all Project Teams and stakeholders.

  • Collaborate with other departments to integrate logistics solutions with Business Systems or processes, as customer sales, Order Management, accounting, or shipping.

  • Manage: accurate scoping of Professional Service engagements, effort analysis, and seeing through the whole Statement Of Work lifecycle for solutions.

  • Optimize Customer Engagement, retention, renewals and account growth across real estate and business (Auto, Finance, Digital, etc).

  • Establish that your enterprise establishes standards for work length and quality to measure Job Performance using data available in the Work Order Management System.

  • Support the coordination and lead monitoring efforts and gather and compile all information necessary for monitoring and results based reporting, from planning to project completion stage.

  • Assure your corporation supports the marketing with the planning, executing, and tracking of Marketing Programs as email, event, Social Media, or Content Marketing.

  • Be accountable for achieving or exceeding profitability targets plus accurate and timely forecasting and reporting of project variables revenue, staffing, work in progress, debt etc.

  • Be accountable for monitoring the operational and tactical Order Management performance using appropriate Key Performance Indicators.

  • Establish that your group acts as a resource and thought partner to identify and communicate ways to improve your organization and its processes, acting as a champion for great work and the processes necessary to achieve that work.

  • Confirm your design maintains relationships with external vendors to ensure high quality and timely execution of Marketing Programs, and to ensure competitiveness.

  • Assure your venture performs activities as budgeting, estimating, forecasting, accounting, Work Order Management, in support of engineering projects.

  • Collaborate and own daily communication and resolution of Order Management and Supply Chain issues by addressing queries from internal/external customers.

  • Maintain client/partner relationships and demonstrate expertise in leading/overseeing Agile Projects to ensure successful outcomes.

  • Establish systems for Project Planning, implementation and monitoring, in collaboration with the project implementation teams.

  • Ensure customers adhere to order guidelines and proactively recommend Order Management and Process Improvements to customers (Order Lead Time and optimization).

  • Identify, qualify and maintain a balanced vendor base for all functions, and effectively manage the product pricing database.

  • Ensure your corporation performs insightful business Data Analytics to drive change and influencE Business decisions, leading the use and integration of information for fact finding purposes for Order Management/Supply Chain activities.

  • Establish: product oversight for the Supply Chain network, distribution, logistics, Inventory Management, customer and purchase Order Management capabilities and systems.


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. How are measurements made?

  2. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision you're making today you might regret five years from now?

  3. Where do the Order Management decisions reside?

  4. Is the need for Organizational Change recognized?

  5. Are task requirements clearly defined?

  6. What is the definition of success?

  7. If your customer were your grandmother, would you tell her to buy what you're selling?

  8. Think about the people you identified for your Order Management project and the project responsibilities you would assign to them, what kind of training do you think they would need to perform these responsibilities effectively?

  9. To whom do you add value?

  10. Is there any other Order Management solution?

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.