© 2013 Esker, Inc.Sales Order ProcessingBetter Order Management:A Path to OTC Excellence and CompetitivenessSteve Smithwww...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDER PROCESSING
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDER PROCESSINGDownside of Manual Order Proces...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGChallenge No. 1 — CustomersWhy c...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGChallenge No. 2 — Semi-Structure...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGAvoid saddling your infrastructu...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGChallenge No. 4 — Other Pitfalls...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGUpside of Automated Order Proces...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGUpside of Automated Order Proces...
Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGFind Out More by Watching our Re...
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Esker Webinar: Better Order Management

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You’ll discover how Esker technology works to addresses the complexity of fax and email order processing into any ERP. Quickly learn the common pitfalls of conventional order processing, then watch the full webinar to see how automation can help you!

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Esker Webinar: Better Order Management

  1. 1. © 2013 Esker, Inc.Sales Order ProcessingBetter Order Management:A Path to OTC Excellence and CompetitivenessSteve Smithwww.esker.comMay 2013
  2. 2. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDER PROCESSING
  3. 3. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDER PROCESSINGDownside of Manual Order ProcessingHow is it hurting your company?Affects customer & employeesatisfaction.Time spent manually entering orders interferes with time spent servicing high-value customersSlows / complicates process.Manual order entry is a slow, labor-intensive process that often leads to poor data quality and increased errorsReduces visibility and control.In an “untamed” sales order process, poor visibility affects your ability to accurately track and report orders
  4. 4. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGChallenge No. 1 — CustomersWhy can’t they just be electronic?Electronic documents are not that simple– No one can agree on 1 standard format– Fax & email are easy– Built into all ERP solutions– Anyone can receive and read themMany customers have an unwillingnessor inability to use EDI– Force customers to EDI?– Are you ready for EDI?– Customers do as they please … andwho’s going to refuse an order?EDICustomers
  5. 5. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGChallenge No. 2 — Semi-Structured FormsConsider the complexities of order formats …Number of line-items on the average orderAbility to update document capture formatsHandling multiple orders within a single transmissionSend to Bill-to or Ship-to?– Sometimes multiple Bill-to or Ship-to locationsShipping requirementsEarly payment discount?Inaccurate data on order– Wrong part numbers– Wrong pricing– Customer does not exist in your databaseOrder confirmation issues– Customer calls asking if order is received andprocessed.
  6. 6. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGAvoid saddling your infrastructurewith too many tools and technologiesMultiple point-to-point systems– Fax, imaging, OCR,capture, formatting– Email– Validation, workflow,exception handling– EDI, data conversion,archivingHigh costs– Administration– Knowledge– Maintenance– HardwareApplication modification iscostly and time-consumingChallenge No. 3 — IT LandscapeCustomers Your CompanyFax MachinesPOs manuallygathered and filedManagerCSRsEDIEDICustomerServiceFaxServer& OCREDISoftware& VANArchiveSolution&ScanningEmailDistribution
  7. 7. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGChallenge No. 4 — Other PitfallsWhat other considerations should businesses understandbefore automating orders into your ERP?Historic automation limitations– Basic OCR and imaging vs. intelligent capture– Accuracy rate– Handwriting– Templates impractical for variations in order format• Paper and manual intervention often still requiredLimited connectivity with your ERP– Lack of integration with your ERP can create inaccurate data
  8. 8. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGUpside of Automated Order ProcessingAccording to research by IT industry analyst, IDC, the benefits ofautomated order processing can be organized in three categories:1)Enhanced productivity– Reduced number of errors and returns– Reduced time spent on order management1)Increased market competitiveness– Better cost management and cash flow– Reduced customer order processing and storage costs1)Improved customer satisfaction– On-time shipping and delivery– Ability to track orders and attend to customers’ requests
  9. 9. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGUpside of Automated Order ProcessingContinued …Why is now an opportune time to implement an automated orderprocessing solution instead of adding headcount?Even with order volumes rising for many businesses, economic uncertaintyhas caused a reluctance to increase headcountCompanies are looking for ways to become more efficient to managegrowthAutomation is a much more cost-effective and resourceful solutionfor businesses ordering products on an “as-needed” basis
  10. 10. Better Order Management: A Path to OTC Excellence and CompetitivenessSALES ORDERPROCESSINGFind Out More by Watching our RecordedWebinar…Follow Us on Twitter @EskerIncand learn more at www.esker.comhttp://w.on24.com/r.htm?e=616582&s=1&k=9B50CA30BCF08FED70AD6B17ED70280D

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