Are you still taking orders via email? You are not alone!
Yes, believe it or not, many organizations are still taking orders via email. The idea of implementing online ordering with a significant self-service component can seem overwhelming.
Moving to a digital order entry process can be especially challenging for companies with:
- multiple ordering or inventory systems that may not be integrated
- complicated product catalogs offering a range of options
- customers who are accustomed to a sales or customer service person handling their order via phone or email
To ease the fear of interrupting day-to-day operations, develop a roadmap to define in more detail the work tracks required to move to digital interactions. As you build the roadmap, be sure to include measurable goals tied to how the organization will balance resources and maintaining existing revenue streams. In the event the roadmap process highlights bandwidth or expertise constraints, consider creative solutions to address the challenges. Solutions may include creating micro-projects to show rapid progress, looking for synergies with other teams, or hiring experienced resources to help manage the roadmap process.