“With the OpenBOX Order Management System we have increased our order capacity by 300% without having to hire additional in-house staff.” - George T. Panichas, Jr.  Principal
OpenBOX Solutions à	Order Management

Customer Identified Need

• Customers need real-time access to order status in our system
• Remote sales people currently have to make phone calls to get order status
• Order volume has increased to a point where we have to add additional employees
• We need to automate our workflow to ensure orders don’t fall through the cracks
• We need a system that simplifies the order process, which is currently very inefficient for the average customer service agent
• Vendors need to receive orders automatically via web, fax, e-mail or wireless technology
• The solution needs to integrate with current accounting application
  

OpenBOX Solution

An Order Management System with a secure, web-based front end containing the following functionality:

• Customer service agents and management can track orders from anywhere via the web
• Institutional customers can place and check real-time status of orders
• Agents and vendors can log in to see assigned work
• Customized workflow to meet customer service help desk requirements
• Attachments option for photos, customer correspondence and faxes to be linked to the individual orders
• Completed orders are automatically reviewed and then accepted or rejected by management
• Customer is automatically updated with the status and final documentation
  
  

Results

• Increased efficiency has enabled Lincoln Appraisal to focus on its strategic objectives, becoming one of the nation’s top residential appraisal companies.
• The OpenBOX Order Management System is able to accommodate increasing volume of orders per month.
• Fully automated system is able to keep Lincoln Appraisal’s overhead costs at a minimum.
• Integration with financial software provides a complete, closed-loop business process from order to invoice.