Order & Quote Management

From order to cash, StoneWater will help you manage and collaborate on your requests through the entire order lifecycle

The most flexible and cloud-based order management system available, StoneWater's real-time availability provides your company with a customer-centric view of your business. Manage orders and the customer lifecycle through highly configurable workflow to match your business flows

Whether your business has one product/service or thousands, one business model or many, StoneWater's order management system has the business flexibility to manage the order flows and customer information as your business grows

Showcase your efforts / demonstrate your value

StoneWater’s order management capabilities help streamline your order processing by eliminating manual bottlenecks, preventing errors and establishing a smooth flow from sales quote to order fulfillment ensuring timely invoicing and payment

We enable a collaborative process that is inclusive of internal estimators, field workers, office administraors, customers amd management. Combined with advanced reporting, metrics reporting to effectively showcases work is a click away

  • Asset Pricing and Management: Maximize profitability with centralized asset and pricing management across all your products and services

  • Field Reporting: Mobile features allow your field staff to comment on quotes, record time, and report back on work performed

  • Sales Order Automation: Expedite your order-to-cash process and focus on exceptions with rules-based automation

  • Returns Management: Delight your customers with awesome support and communication throughout the process


Order management touches so many pieces of the end-to-end supply chain and order to cash processes that no company can afford to treat it as a separate endeavor. Sub-optimal or inefficient order entry, will affect delivery and ultimately drive up the cost per order as well as negatively impact the customer experience

StoneWater's order management solution places the focus on customer satisfaction by helping our clients deliver a quality order: on time, in full, and at the correct price

The key building blocks of our solutions encompass:

  • Order Management business process management services
  • Order entry and fulfillment
  • Asset and labour pricing
  • Workflow to track the status of a quote or order at every step of the process
  • Customer and customer location management
  • Customer, asset, and order metrics reporting
  • One touch quote, sales order, and invoice production
  • Mobile capabilities for field staff to track hours worked and work performed


StoneWater in Numbers

$ 0
the amount you will pay in hardware and licensing costs
> 99.5%
System Uptime Per Year
> 20,000
avg workflows exercised per month
> 10,000
avg collaberation emails per month


Through a proven track record of reducing overhead related to paperwork by > 50%, we help you put people back to work on what matters.

  • Efficiency: We collapse spreadsheets, manual processes, and unify information. On average, we put one person per department back to meaningful work and away from administrative overhead
  • Transparency: We make your business accessible where the action is. Either on premise, with vendors at different locations, or from home. Your intake process is always there when you need it
  • Collaboration: Work in a unified way by having all team members collaborate on a single work product
  • Standardization: Develop standard processes across all stakeholder groups
  • Accessibility: Stop saving requirements and design work in your inbox, network drives, or multiple SharePoint sites by collaborating online

Case Study: Intake & Demand Management

  • THE SITUATION: An overloaded IT department

    Our bank customer followed a predictable pattern. A department with limited staff tackling legislative, regulatory, and business-as-usual enhancements on behalf of their Wealth Management business partners. The workforce was spread out over multiple offices and vendor locations. Added to that, the intake management process used a combination of Excel sheets that weren't maintained along with using email as the primary 'workflow' tool to track status. This led to a host of planning inconsistencies and an unacceptable amount of time managing the intake process and diminished work output through disorganization


    Planners were keeping track for 300+ intake requests / year across multiple platforms which in turn were managed through 7 external vendors and 20 internal technology staff. Excel was the primary tool to track statuses and costs while email and local drives were used to store control documents. In the event of an audit, there was no repository for approval emails, control documents, or appearance of control. The result was that analysts and managers, who also acted as work planners, were tied up daily in a never-ending cycle of status emails. Business stakeholders had low visibility into work priorities and change management against their production systems. As with any manual process, there was a large margin of error leaving lost opportunities to demonstrate the value of the IT department


    StoneWater helped consolidate the intake process leading to a reduction of > 50% of the effort previously required to administrate the intake process. For audit, the department effectively created a single repository of all requirements, design, production release, and approval documents. With the implementation of a single reporting dashboard, the business had immediate visibility into the status across 100's of intakes and are now better positioned to support IT and the change management process


    Without an immediate change to the way the bank was handling their workflow and intake management, there was an increased risk of reduced employee morale and missed deliverables around regulatory/mandatory changes. The department risked reputational damage as well as compliance issues. With StoneWater’s powerful workflow and dashboard tools, our bank customer was able to more effectively plan intakes by priority and release through the year. Co-ordination between vendor and internal staff improved significantly. Accurate and comprehensive operational dashboards led to improved visibility into the end-to-end delivery process. Using StoneWater's email and on-line capabilities, work planners now have a highly available & real-time repository of all planning material. What IT planners see, stakeholders see - instantly. Intakes are now always available for historical reference and audit purposes

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We will be happy to provide a price quote or a guided demo at your request

StoneWaterCM Incorporated

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