While efficient order management is crucial for any industry,  outdated tools for managing orders often cause delays and inefficiencies. The same happened with a leading utility rental services provider in the U.S. They were struggling with a macro-enabled Excel for keeping track and managing their orders. However, with a sheer lack of scalability and real-time visibility, their Operations Manager faced a big-time challenge. 

Let’s see how Jake implemented a scalable technology solution to streamline order management and create future-ready operations.

Challenges of Manual Data Sorting and Its Impact on Efficiency

For years, Jake’s company, a leading site service provider, used a macro-enabled Excel tool to track fence product orders. While it worked initially, the system became inefficient as the business grew.

Finding relevant orders for specific days, weeks, or months became increasingly difficult, forcing Jake’s team to manually sort through data, which was a time-consuming and frustrating process. Moreover, this was extremely error-prone, which potentially disrupted the workflow and caused delays.

As the Operations Manager, Jake recognized that the outdated processes could soon lead to significant operational challenges if efficiency improvements were not made promptly.

Escalated Order Delay: Operational Challenges Uncovered

Jake’s concerns became reality when the customer service team escalated an issue—a critical fence installation order had been delayed. The team struggled to explain why the order wasn’t flagged earlier, and the call was redirected to Jake. He reassured the client, committing to investigate and resolve the issue.

Upon reviewing the situation, Jake discovered the order buried in the chaotic Excel sheet, overlooked due to limited visibility, no filtering options, and no visual cues for urgency. As a result, the delivery route had not been assigned, causing the delay.

The problem was real, and the operations team was not completely responsible for this.

With no real-time visibility of the order status, it’s quite difficult for the team to assign delivery routes as well. As a result, drivers made multiple trips to the same location instead of where it was required. This is not a sheer wastage of time and fuel, but the process was error-prone too, leading to such unwanted scenarios.

By the time the delay was noticed, there was no quick way to reroute or reassign the order. This incident highlighted the system’s shortcomings, impacting both customer satisfaction and operational performance.

Jake Discovered a Smarter, Scalable Order Management System

Recognizing the inefficiencies, Jake led the search for a modern, scalable solution to eliminate manual errors and improve operational efficiency. He needed a system that integrated with their Acumatica ERP for real-time visibility, optimized logistics, and better order tracking to prevent future delays.

After researching various options, Jake found many vendors offering generic solutions that didn’t address their specific needs. However, on a peer’s recommendation, he scheduled a meeting with ZingWorks, known for creating custom applications tailored to unique business requirements.

On the very first meeting, the ZingWoks team established clear business goals and requirements, defining the scope and objectives to ensure a targeted approach.

With a well-planned technical design and roadmap, the team outlined the necessary technology stack, key milestones, and project deliverables. Their focus was on user experience and efficiency, ensuring the new system seamlessly integrated with their Acumatica ERP.

Accordingly,  the ZingWorks team developed a web-based calendar system that transformed order management: It offered: 

• Branch-Wise Calendar Views – Allowed Jake and his team to view orders by month, week, or day, offering clear branch-specific visibility that the old system lacked.
  
• Advanced Filters – Enabled sorting by project, work type, fence type, or driver, making it easier to find and prioritize orders.
  
• Color Coding for Work Types – Provided instant visual identification, eliminating confusion and reducing oversight.
  
• Map Integration – Allowed real-time driver and order mapping, optimizing delivery routes and minimizing inefficiencies.
  
• Streamlined Order Management – Introduced placeholders for tentative orders and detailed notes, making it easier to track changes and updates.
  
  Within weeks, Jake’s team saw improvements. The stable, scalable system eliminated concerns about lost or delayed orders. Real-time visibility, better tracking, and optimized logistics ensured smooth operations and enhanced customer satisfaction.

ZingWorks Offered A Future-Ready Solution for Jake’s Team

With the new web-based calendar system, Jake eliminated order tracking hassles. The Acumatica ERP integration brought real-time visibility, smarter logistics, and seamless order management, ensuring efficiency and scalability.

Zingworks’ deep business expertise delivered a functionally complete solution, minimizing inefficiencies and rework. Their cross-industry experience allowed them to tailor best practices from various sectors and craft solutions that met real operational challenges.

Leveraging cutting-edge technologies like Google Cloud Functions, Cloud Pub/Sub, Angular, NestJS, and Firestore, Zingworks delivered a robust and scalable system. Orders were dynamically mapped, optimizing driver scheduling and route efficiency. The system’s advanced filters, branch-specific views, and seamless map integration enabled Jake and his team to plan proactively rather than reactively.

Zingworks’ commitment to on-time and on-budget execution meant that the solution was delivered without delays, maximizing efficiency without exceeding costs. The result was immediate—improved order visibility, enhanced driver coordination, and streamlined operational workflows. Most importantly, the solution was built to scale, ensuring that as the company grew, its order management system would grow with it.

With ZingWorks, Jake’s company not only solved its order management challenges but also future-proofed its operations.

Turn inefficiencies into innovation with Zingworks’ functionally complete, cost-efficient, and scalable solution, tailored for your business.

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