Lewis Systems Work Order Tracking Implementation

This document is a case study detailing how Lewis Systems implemented Infowise Ultimate Forms as a Work Order Tracking System to enhance customer service and operational efficiency. The objective was to create a centralized work order system that facilitates real-time updates for on-site customer work using SharePoint and Microsoft 365. The implementation allowed for improved communication among team members, enabling them to track service status through interactive dashboards and update customer order information with easy-to-understand forms. The case study outlines the challenges faced prior to implementation, including reliance on shared network files and emails, which led to communication difficulties and lost productivity. With the new system, technicians can update information using mobile devices while in the field, ensuring that office workers can provide support and handle reporting effectively. The result is timely communication and updates for customers, enhancing the overall service experience.