System OverView Action Steps

 

Corporate Automation Group

CAG
Office Conductor™



Office Process and Document Tracking System

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Action steps are simply the steps taken from the beginning of a job to the end. Office Conductor makes those steps simple and easy to follow.
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Office Conductor is designed to map any kind of standard process.  As you begin to use the tool, more and more process ideas will come to mind, including personnel management, facilities management, rentals applications, business processes, professional processes, the list never ends.
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Here is one possible example: A client is requesting a quote to purchase a commercial power saw and have it installed. The following might be the standard “Action Steps” required to process this request:
  • Step 1: Start the request by the client using the public Request Form. OR, start the request by letting an inside sales person use the internal form with more details and office staff directions.
  • Step 2: Quote the correct power saw product.
  • Step 3: Quote the installation services.
  • Step 4: Have someone helpful consolidate the quote.
  • Step 5: Have John authorize the quote.
  • Step 6: OR, have Mike authorize the quote.
  • Step 7: OR, have Mary authorize the quote.
  • Step 8: Send by e-mail and fax the quote to the client.
  • Step 9: Follow up with the client
  • Step 10: Take the order!

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For Information on how to acquire CAG Office Conductor, contact: Corporate Automation Group