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Order management system for your enterprise services

Allow end users to automatically order products & services, and dramatically improve turnaround time on requests

How much valuable time are you wasting manually processing orders of information & subscription services across the entire enterprise?

Optimize Spend* enables end users to directly order market data products & other information services. This reduces your administrative burden so you can concentrate on adding value to the business.

(*the best of FITS & INFOmatch combined into a best-of-breed solution with major enhancements)

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Synchronize business control with demand management

Handling orders by e-mail or phone? Chasing up managers for approvals? Still using paper forms for sign-off? How long do users have to wait to get their services? Are cost saving opportunities lost as users can’t self-service their own requests? Many financial institutions, law firms, and professional services firms struggle to synchronize business control with internal demand management.

“TRG Screen’s order management functionality significantly improves transparency, increases profitability and enhances customer care, delivery speed & reliability”

Your free flyer: Order Management

Order Management

End-to-end order management

A single system to manage inventory, and to also understand and better manage the needs of end users solves this problem. Once firms have implemented end-to-end order management, users are able to self-service, yielding further operational cost reductions and other benefits. At the same time, the invoice approval and accounts payable workflows can be added to the mix, again with associated operational benefits.

Ready to let end users automatically order products & services?

Learn how to automate your order management process.

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Reduce costs, increase turnaround and automate

The order management functionality in our inventory management system — Optimize Spend — enables end users to directly order market data products and other information services through an integrated product catalog. The flexible approval process allows heads of desks and cost-center managers to monitor costs, approve purchases, and determine which types of purchases are routed to whom for approval. In addition, it permits checking ordered products and services against defined profiles per desk & department.

 

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At any stage of the ordering process, end users are able to track the status of their requests online in real time. The open (free text) request connects data consumers directly with the firm’s market data & business information services teams and serves as a centralized audit trail of communications about data subjects, rather than in a series of fragmented emails.

Optimize Spend’s Order Management module not only automates the entire order process, but it allows you to dramatically improve turn-around time on requests. Use Order Management to reduce your administrative burden so you can concentrate on adding value to the business. It enhances transparency, customer care and end user responsibility.

Key takeaways

Optimize Spend enables end users to directly order market data products & other information services.

  • Empowered self-service ordering
  • Automated and flexible approvals process
  • Improved customer care, delivery speed & user responsibility
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Optimize Spend serves several types of organizations and supports many departments. Whether you are an international investment bank or a smaller asset manager, a hedge fund or a broker, a data vendor sourcing market data, a professional service organization or a blue-chip company — Optimize Spend enables any firm to optimize their enterprise subscription spend.