Express Checkup

Over time your needs change.  If your Order Manager hasn’t been adapted to meet those needs then you have a real problem.  It is quite possible that you are not running the system on all cylinders.  You most likely have not explored many of the advanced features of Stone Edge.  Even if you did know about them, you might be too fearful to implement them.

If you have one of the following problems, the express checkup might be for you:

  • The system isn’t able to keep up with the order volume that’s being thrown at it.
  • The staff is constantly complaining to you that there must be a better way to process orders.
  • You have no idea how you would recover if there was a hardware failure on your main system(s).
  • You have way too many people to process your orders.
  • The guy that used to know how Stone Edge was set up is gone and now you are left to fend for yourself.
  • The network is slow as molasses and it is affecting everyone in the business.

 Technology Copilot has developed methods to rapidly assess and recommend changes to your environment which will help you process your orders better, faster and cheaper.  Based on our experience, there are a number of low cost/high value changes that can have dramatic impact to your order processing.  Technology Copilot will specifically look for these to help you get the most out of this service.

We schedule the check-up as a remote desktop access and conference call where any number of people can attend, ask questions, and most importantly, learn.  Technology Copilot wants you to use this opportunity to learn as much about SEOM as possible. We encourage as much participation as possible.  This is what you can expect:

1. Order Processing Review

Before the consulting begins, Technology Copilot will ask you to fill out a worksheet which will help us gather information on your company, your goals and your order management challenges.  Instead of diving into your Order Manager configuration, we’ll spend time talking about your current order processing environment.  Information gathered during this session can be very revealing and can help shed much light on your potential issues (how you process orders, what kind of sale’s channels you sell through, how you recognize sales, etc.).  All of this information feeds into the next section.

2. Environmental Analysis

Based on the information from the order processing review, we’ll dig into your environment.  We’ll first look at your infrastructure and then we’ll focus on your Stone Edge.  We’ll see if it is set to process your orders as efficiently and correctly as possible.  During this phase we’ll make note of changes we recommend.  If authorized, we’ll go ahead and make the changes.   Since you’ll be able to see everything we are doing in your environment, you’ll be able to track our progress every step of the way.

3. Wrap Up

Technology Copilot will wrap up the engagement with an overall assessment of your environment and a review of what was changed and what to expect from your SEOM environment.  We will answer any questions you may have, as well.

4. Recommendations Delivered

Shortly after the express checkup, Technology Copilot will deliver a write up of practical short and long term recommendations for your environment and recommended next steps.    They are not canned, but are tailored to helping you attain your business goals as agreed upon at the order processing review phase.  You’ll be able to use these recommendations as a sort of order management roadmap.

Sometimes you just don’t know that you’re wasting time and money on things that could be automated.  The Express Checkup is key to making your business more efficient.  Steve and his team will dig into every nook and cranny of your IT infrastructure and business processes and will expose opportunities to up your game and grow your business….profitably.”

Customer Since 2009

Bill Rose

CEO, Office Playground, Inc.

Energize and Optimize Your Order Management


Platforms We Work With