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Inventory count and adjustments
Count inventory and readjust stock in InFlow -
Warehouse organization
Have a detailed strategy of what it will take to organize the warehouse. Details must be clearly defined. -
Defining sales regions by rep
It is time to finish defining geographic sales regions that need improved development. -
Work out the details of the discontinued items
Full photo spread of discontinued lines, all the details of where to stage product, process payment, and arrange customer pick up. -
Development of a standard proposal outline.
Details include, defining exactly what is required on our end. Exactly what is required of the 2nd party for us to be able to fullfill our end. -
Memo
Create and send memo in regards to all california accounts needing to be sign off on to ensure that no orders are processed for southern callifornia. -
Period: to
Warehouse organization
Begin moving discontinued lines to a more reasonable location for end of the year donation. -
Period: to
Analyze redundant processes
Eliminate redundant processes and utilize existing system resources to improve time management and workflow by analyzing daily tasks and eliminating wasteful processes. Utilizing InFlow to its advantage to create reports that take the place of manual imputs. -
Improve customer service workflow
Begin testing phase of customer service workflow streamlining. The goal is to improve orderdesk efficiency and free up time for customer service to be able to focus on backwards marketing and performance tasks. The process will begin with allison accepting the order for processing and making the packing slip and than sending to lisa for payment processing and shipping information. -
Implement
Implement Task Based Performance initiatives and sale incentives programs. Send a copy of all initiatives to employees and discuss any questions they may have. -
Standardized Pricing
Full implementation of new price tiers for new dealers. 3, 6, 10 %. -
Full market writeup
Full market write up of the window market, including demographics analysis, market shares, key players, materials used, cost of materials and production. -
Introduction of new product lines and product base
Introduction of new product lines, Windows. New glass, callilgraphy (monarchy)