Lack of visibility & oversight bringing on business operation challenges

The company was using an ERP system to receive orders from customers. But they were facing difficulties in effectively fulfilling the orders. Their dependency on spreadsheets for order tracking proved cumbersome. Their document management process was error-prone because they relied on multiple collaboration tools. With various tasks and sub-tasks involved in completing orders, tailored approaches were required to cater to different customer needs.

Different teams using multiple spreadsheets created work silos resulting in visibility issues across verticals. They lacked a comprehensive
project-level view of work, dependencies, and roadmaps. And hence the stakeholders, leaders, and project teams were at risk of losing sight of the bigger picture and the status of deliverables. They needed a solution that could streamline the fulfillment process, minimize human error, and ensure clarity across all levels.

The Magic Wand: Implementing Jira Work Management with Custom Template Engine

Empyra® implemented a wholesome Jira Work Management solution to automate the entire order fulfillment process. The OEM supplier needed to use custom fields to capture all the information, and the default Jira Work Management template was not sufficient for this unique requirement. Empyra® designed a unique templating engine on top of Jira Work Management that lets the users create their project templates with predetermined to-dos and subtasks for each order type.

Empyra's custom solution simplified the OEM supplier's order fulfillment process as summarized below:

1. Master Template Creation: Users can create a master template with custom fields and document links. It outlines every task, sub-task, and linkage.
2. Contract Review Process: Users can pick the contract review template and create a new project. This new project contains all the predefined tasks related to the contract review process.
3. Order Management Process: Users can select the project template, issue type, and target project. The system picks all the issues from the master template and creates the tasks in the target project.
   

Thanks to Empyra’s custom solution, the OEM supplier was able to streamline their order fulfillment process, increase cross-vertical visibility throughout the organization, and eliminate redundancies in their workflow.