Improve customer service workflow by streamlining the process.

  • Inventory count and adjustments

    Count inventory and readjust stock in InFlow
  • Warehouse organization

    Have a detailed strategy of what it will take to organize the warehouse. Details must be clearly defined.
  • Defining sales regions by rep

    It is time to finish defining geographic sales regions that need improved development.
  • Work out the details of the discontinued items

    Full photo spread of discontinued lines, all the details of where to stage product, process payment, and arrange customer pick up.
  • Development of a standard proposal outline.

    Details include, defining exactly what is required on our end. Exactly what is required of the 2nd party for us to be able to fullfill our end.
  • Memo

    Create and send memo in regards to all california accounts needing to be sign off on to ensure that no orders are processed for southern callifornia.
  • Period: to

    Warehouse organization

    Begin moving discontinued lines to a more reasonable location for end of the year donation.
  • Period: to

    Analyze redundant processes

    Eliminate redundant processes and utilize existing system resources to improve time management and workflow by analyzing daily tasks and eliminating wasteful processes. Utilizing InFlow to its advantage to create reports that take the place of manual imputs.
  • Improve customer service workflow

    Begin testing phase of customer service workflow streamlining. The goal is to improve orderdesk efficiency and free up time for customer service to be able to focus on backwards marketing and performance tasks. The process will begin with allison accepting the order for processing and making the packing slip and than sending to lisa for payment processing and shipping information.
  • Implement

    Implement Task Based Performance initiatives and sale incentives programs. Send a copy of all initiatives to employees and discuss any questions they may have.
  • Standardized Pricing

    Full implementation of new price tiers for new dealers. 3, 6, 10 %.
  • Full market writeup

    Full market write up of the window market, including demographics analysis, market shares, key players, materials used, cost of materials and production.
  • Introduction of new product lines and product base

    Introduction of new product lines, Windows. New glass, callilgraphy (monarchy)