Customer Order Installation & Service Process Workflow Template

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Overview: Customer Order Installation & Service Workflow Template

This workflow template illustrates the final confirmation and installation of customer orders, including install site inspection, procurement of parts/supplies and post-installation walkthrough. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, simply use it to better understand the Customer Order Installation & Service process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Customer Order Installation & Service

What is Customer Order Installation & Service?

The Customer Order Installation & Service process involves coordination between order installation/scheduling staff members, technicians (i.e., the employees who actually install and fulfill the customer's order) and, in some cases, company suppliers/vendors to install and inspect customer orders. Once the order specifications and payment details have been confirmed, the order technician inspects the installation site to prepare for install. The technician must also confirm that all required parts/supplies are on hand before beginning. If they are not, they typically coordinate with other technicians and/or company suppliers to gather all of the required materials.


Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Customer Order Installation & Service process:



Which employees and/or departments are involved in this process?

The following parties are typically involved in Customer Order Installation & Service:


  • Customers
  • Order/Installation Scheduling Staff
  • Technicians

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Customer Order Installation & Service

    - Instantly download files
    - Includes PDF, PPT, VSD file formats
    - Customize the PPT and VSD version
    - Workflows mapped in BPMN 2.0

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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