Using the Operations Centre in Ostendo
The Operations Centre enables the users to see the entire history of interactions and interrelationships with:
- Specific customer assets – for example, serial number tracked assets that may be serviced by the business
In the screen below, the user has selected a specific customer and time frame. On the left hand side of the screen appears a list of every interaction with the client – job orders and quotes, sales orders, call tickets from the CRM, emails etc.
By highlighting the activity on the left, the related details appear in the right hand panel. Note that the view on the right panel can change by clicking on the tabs above.
One of the key features of the Operations Centre is the ability to integrate with an email client, so that emails are automatically centralised within Ostendo, rather than being on different employee’s computers. Ostendo will automatically relate the email to the client based on the email addresses stored within the Ostendo contacts.
As with most areas within Ostendo, users have the ability to filter the list too to quickly narrow down the information displayed.
Our clients’ favourite feature of the Operations Centre is the ability to easily find all related transactions – with a right click. So by selecting an invoice, for example, you can see all the jobs that make up that invoice, any emails relating to it, any purchase orders or assembly orders linked to the invoice and any customer payments.
Other features of the Operations Centre:
The ability to create KPIs and track performance.
The ability to create statistics to be monitored.
Centralised operations – creation of key transactions from within the Operations Centre