Order Coordination & Delivery Tracking Automation
The organization required a unified digital system to improve coordination between project management and logistics teams, track delivery and stock updates, and support real-time visibility of purchase order tracking, shipment receiving, and customer delivery status.
The legacy process was fragmented across teams with limited integration, making it difficult to maintain accurate and timely updates on item delivery locations. The primary goal was to implement an integrated CRM solution that would centralize logistics information, automate notifications, and provide complete project visibility across departments.
Client Overview
With over 30 years of successful achievements and long-term partnerships with distinguished customers across the region, the organization has become a pillar in the technology and innovation space. It provides integrated solutions addressing diverse customer vertical needs and digital transformation initiatives.
The organization covers three main pillars of the IT industry: Banking & Financial Services Insurance (BFSI), Technology & Innovation Partner (TIP), and IT Outsourcing Services (ITO).
Technical Stack
Industry
Services
Region
Middle East (UAE & GCC)
Project-size
Non-Disclosable
Company size
Mid-Scale Organization
Implementation Highlights
Designed and deployed a CRM solution customized to support:
Purchase Order tracking and shipment details
Real-time delivery status updates accessible by PM and logistics
Integrated logistics update mechanism with ERP system
Automated CRM notifications for item actions and delivery updates
360° customer view unifying project, delivery, and service details
The CRM system replaced siloed tracking practices with a single platform for visibility across orders, logistics teams, and customer service.
Challenges & Solutions
Lack of centralized logistics tracking Project and logistics teams operated on disconnected tools with no shared visibility.
Solution: Built a centralized CRM module to record all item delivery details, shipment receiving, and stock updates, ensuring a single source of truth.
Limited coordination between teams Poor inter-departmental communication led to delays and missed updates for customers.
Solution: Implemented automated workflow notifications and shared dashboards in CRM to update stakeholders on item status and delivery actions
Difficulty tracking customer delivery updates Customers were not promptly informed of delivery status or changes.
Solution: Enabled automated customer notifications via CRM, improving transparency and customer experience.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Enhanced operational visibility across PM and logistics teams
- Automated tracking and notifications reduced manual communication overhead
- Unified platform for complete sales-to-delivery process monitoring
- Improved customer satisfaction with real-time delivery updates
- Cross-team collaboration strengthened through shared CRM workflows
Key Learnings & Next Steps
- Centralizing order, shipment, and delivery tracking within CRM is essential to eliminate operational silos and establish a single source of truth across project management and logistics teams. Automated workflows and notifications significantly enhance cross-team coordination, ensure timely and consistent delivery updates, and improve overall visibility—driving higher customer satisfaction through unified order management and real-time communication.
- The solution has been documented and maintained as a structured data library and reference framework, enabling other organizations to review, follow, and replicate the implementation approach—positioning it as a proven model that builds trust and encourages prospective companies to prefer and engage with us.
