If you think running a multinational telecom company is simple or easy... well, you've never tried to do it. Logistical challenges abound! But that didn't stop Infoware Studios from streamlining the heck out of their workflows.
Join Tania van Wyk de Vries as she explains how they automated end-to-end sales and order fulfillment using Jira Service Desk and Jira Core. She'll walk through the workflows step by step, pointing out the Marketplace apps, CRM integrations, reporting, and custom-built solution that now form the backbone of their system. This is your chance to shortcut the trial-and-error process and share Infoware's lessons learned with your team.
New from BookNet Canada for 2024: BNC BiblioShare - Tech Forum 2024
Improve Customer Service with Automated Sales and Order Lifecycle Processes Using Jira Service Desk
1. Improve customer service with
automated sales and order lifecycle processes using Jira Service Desk
TANIA VAN WYK DE VRIES | CEO | INFOWARE STUDIOS | @TANIASUPAGIRL
22. APPLICATIONS, ATLASSIAN PRODUCTS AND ADD-ONS
CRM CUSTOMER PORTAL ERP COMMUNICATION
PLATFORM
JIRA REST
API
JIRA SERVICE
DESK
JIRA CORE JIRA
REPORTING
iPaaS
Custom built
NFEED TABLE GRID SCRIPT RUNNER
CUSTOMER
SATISFACTION
SURVEY
SMART
ATTACHMENTS
MULTI-LEVEL
CASCADING SELECT
23. APPLICATIONS, ATLASSIAN PRODUCTS AND ADD-ONS
CRM CUSTOMER PORTAL ERP COMMUNICATION
PLATFORM
NFEED TABLE GRID SCRIPT RUNNER
CUSTOMER
SATISFACTION
SURVEY
SMART
ATTACHMENTS
JIRA REST
API
JIRA SERVICE
DESK
JIRA CORE JIRA
REPORTING
iPaaS
Custom built
MULTI-LEVEL
CASCADING SELECT
24. APPLICATIONS, ATLASSIAN PRODUCTS AND ADD-ONS
CRM CUSTOMER PORTAL ERP COMMUNICATION
PLATFORM
JIRA REST
API
JIRA SERVICE
DESK
JIRA CORE JIRA
REPORTING
iPaaS
Custom built
NFEED TABLE GRID SCRIPT RUNNER
CUSTOMER
SATISFACTION
SURVEY
SMART
ATTACHMENTS
MULTI-LEVEL
CASCADING SELECT
25. APPLICATIONS, ATLASSIAN PRODUCTS AND ADD-ONS
CRM CUSTOMER PORTAL ERP COMMUNICATION
PLATFORM
JIRA REST
API
JIRA SERVICE
DESK
JIRA CORE JIRA
REPORTING
iPaaS
Custom built
NFEED TABLE GRID SCRIPT RUNNER
CUSTOMER
SATISFACTION
SURVEY
SMART
ATTACHMENTS
MULTI-LEVEL
CASCADING SELECT
26. Sales tracking
Update of
customer info.
Procurement
Supporting
services from
suppliers
Invoice customer
for services
ordered.
Track and manage a
customer order
across all parties.
Operational processes supported
Feedback post order
completion.
Fault logging.
Making sure the order
is delivered on the
right quality
standards.
CRM
PROCUREMENT
ORDER DELIVERY CUSTOMER SUPPORT
TECHNICAL SUPPORT
QUALITY ASSURANCE
BILLING
30. CREATE ORDER
Sales Force
Workflow
Status change
Update field info
Info from sales force populated
onto the order
Please remember
You don’t always need the line or text at all.
Jira Server Platform REST API
POST /rest/api/2/issue
32. PULL FROM MASTER DATA SOURCES
nFeed
Retrieve info from SQL DB
iDalko Table Grid
Display info in a table
Write back info updated
33. MOVING TO PLANNING
Send emails
Based on order place from…..
Create subtasks
Info from sales force populated
onto the order
Please remember
You don’t always need the line or text at all.
Script Runner
46. SEND EMAIL, SMS OR WHATSAPP
Edit Issue
Custom text or template
Custom request participants
Send documents attached to
the order
Script Runner
SCRIPT
LISTENERS
Workflow
transition
Send documents attached to
the order
Comments added
Communications back from
customers or suppliers
47. REPORTING ON IT ALL
Sales Force
Customer Portal
Acumatica ERP
REST API
IPaaS