Workflow automation and systems are the key to processing hundreds or thousands of orders. If your company had two to three times more orders, could your systems cope? A Datum Connect workflow system can make your current support and operational staff twice as efficient.

Features & Benefits

• Online Automation
  Being online means being able to find an order anytime, anywhere. Each order will go between departments seamlessly without duplication of data entry or manual transfer of paperwork.
• Bonus time clocking system
  Staff can clock in and clock out using an online system linked directly into the workflow system. Production staff can clock in and assign hours worked on orders. Accounts staff can get hours worked for each employee online.
• Integrated directly into Datum Connect Shopping Cart and Quoting System
  Once an order is created or a quote is accepted it goes directly into the Datum Connect online workflow system, instantly.
• Know the progress of any order or internal projects in real-time
  As each person updates their progress on an order it is instantly viewable by each person assigned access to view the progress of the order.
• Keep customers informed
  Gives customers the ability to view online the progress of their orders, as much or as little as you wish them to see. Details viewable by customer are customisable.
• Easy to use and minimum training required
  Like everything created by Datum Connect, it is designed to be used while you work. Datum Connect does not believe in long complex manuals. Systems on the back end should be just as intuitive as front-end websites.
• Customisation
  Every company has a different fulfilment process. Datum Connect Workflow is a highly flexible platform to suit many situations. Orders can be in one or multiple stages of fulfilment.
• Integration options enabling instant information relevant to the sale
  Information important to fulfilling an order can be integrated in to the workflow process. Information such as preferential customer rates, stock levels of products, currency exchange rates, freight rates, detailed product information, etc.
• Accessible anywhere and security
  Web based and setting access levels. Each person can be assigned all or only specific workflow stages.
• Reporting
  Keep track of progress as it is happening. No more waiting for reports to be handed in.
  Key KPI reports are customised to suit each company.
  Reports can be emailed to managers and users.
  Alerts can be set up to inform managers when certain indicators go above or below a determined threshold.
• Task Management
  Assign and keep track of tasks.

Case Studies

Return on Investment

Common business problems / challenges and solutions

Client follow-up and service

Customers have built a relationship with the sales person and have purchased the business product based upon the strength of the negotiations or sales process. Once many orders go into the fulfilment system the sales rep usually has to make a number of calls to see the progress of the deals they have just signed. Multiply that by 1, 2 or 10 times a day. This process can upset the sales rep, the customer and the person relaying the information.

The Datum Connect Workflow system can keep each party informed with a few clicks of the mouse. Each party can only see what is relevant to them.

How much money should I be expecting and from who?

As soon as a quote is accepted or when an order is completed there is a flurry of emails and paperwork with the details of the order.

Datum Connect Workflow can create a list of orders that have been recently accepted and how much money should be paid into your accounts and by what method.

I have too many systems doing different jobs and they don't talk to each other.

Datum Connect Workflow is directly integrated into Datum Connect Quoting and eCommerce. There is seamless transition between sales, operations and accounts. Each stage of the workflow process has its own set of templated emails and printable forms.

The system I have is so inflexible that I have to perform a number of additional tasks to get it to work.

Many systems are very inflexible even if they are customisable as it is done at the beginning and does not change for 5 years. Datum Connect believes in customisation during setup and ongoing refinement. This can be a new button to recalculate costs or slight tweaking of the email templates to better convey information.

Questions and Answers

	Can I create internal orders and track it through the workflow system? Greg - Director - Household Heating
	Yes, they will need to be identified clearly so as not to confuse it with customer orders. They will not require the same level of confirmations through accounts and sales, so we will need to disable certain processes for internal orders. Danny - Founder - Datum Connect

	Can an email be sent to the accounts, dispatch and the sales person when a quote is accepted? Greg - Director - Household Heating
	Yes. Danny - Founder - Datum Connect