Getting to one purchase order per case

A precision surgical instrument and implant manufacturer managed multiple purchase orders inside a single Salesforce case.

That bundling made operational reporting unreliable. Metrics on order acceptance and order entry described a case that contained several unrelated orders, so the numbers did not reflect what actually happened to any one of them. Next steps on individual orders were delayed as a result.

Case Split gives reps a fast way to split a case by individual purchase order, so each order gets its own record and its own timeline.

Operational metrics on order processing and customer service then describe a single unit of work.