Cherwell Video Learning Library

Automating a Workflow

Utilizing Cherwell Service Management in Enterprise Service Management
1 HOUR 16 MINUTES

118 STUDENTS ENROLLED
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About the Course:

In this recorded online workshop, Tino of Emerson Crane Hire demonstrates the complete non-IT system that automates and tracks a workflow that previously relied upon Excel and paper trails to quote, schedule and invoice for a crane operation business.  By utilizing the drag and drop Business Objects and One-Step automation, Emerson built a custom system to track enquiries, site visits, quotes, orders, integrate scheduling, asset management, personnel availability and revenue forecasts utilizing Cherwell Service Management (CSM). Matthew Peeples then shows how you can identify areas beyond IT that can benefit from the Enterprise Solution (ESM) that CSM offers.

About the Instructors:

Valentino (Tino) Semeria, Director of IT and Business Operations, Emerson Crane Hire, is a digital enthusiast with a passion for commercial opportunity. He earned his technical stripes working for large companies in specialist roles. He then went on to combine his business and technical acumen working as a freelance consultant. At Emerson Crane Hire, he leads a team to devise, build and deliver an enterprise service management system underpinned by Cherwell. On a personal note, Tino enjoys the outdoor lifestyle of his adopted country Spain with kite surfing now a key activity.

Course Curriculum

IntroductionFREE
0 Hours 4 minutes00:04
Order Cycle Starts with Enquiry
0 Hours 5 minutes00:05
Convert to Site Visit to Quote and Booking
0 Hours 5 minutes00:05
Scheduling API and Asset Management and Hire Agreement
0 Hours 7 minutes00:07
Invoicing and Customer Feedback and Safety Audits
0 Hours 2 minutes00:02
Revenue Projections and Inventory and Certificates
0 Hours 13 minutes00:13
Identifying Other Areas Beyond IT
0 Hours 11 minutes00:11
Portal of an Enterprise Service Management
0 Hours 2 minutes00:02
First Steps for Enterprise Service Management Strategy
0 Hours 10 minutes00:10
Utilizing Enterprise Service Management in Various Departments
0 Hours 12 minutes00:12
Conclusion
0 Hours 4 minutes00:04

Course Reviews

  1. Amazing Automation Process
    Valentino shows how to visualize a workflow, and automate it. It is amazing the practical application of quote to schedule to invoice lifecycle.

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