{"id":8254,"date":"2025-10-17T00:05:12","date_gmt":"2025-10-17T00:05:12","guid":{"rendered":"https:\/\/cms.qargo.com\/?p=8254"},"modified":"2025-10-17T11:11:22","modified_gmt":"2025-10-17T11:11:22","slug":"tms-onboarding-process","status":"publish","type":"post","link":"https:\/\/www.qargo.com\/post\/tms-onboarding-process\/","title":{"rendered":"TMS onboarding doesn\u2019t have to be painful"},"content":{"rendered":"\n

Switching to a new transport management system can feel daunting. Will your team adapt quickly? Will operations slow down? At Qargo, we\u2019ve designed our onboarding and implementation<\/a> process to take that scary initial growing pain away.<\/p>\n\n\n\n

With a structured six-step approach, led by transport professionals who know your world inside and out, we make sure the transition is smooth, predictable, and tailored to your business.<\/p>\n\n\n\n

Our six-step onboarding journey<\/strong><\/h2>\n\n\n
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Step 1. Project kickoff & alignment <\/strong><\/h3>\n\n\n\n

We start shortly after contract signing with a kickoff meeting to align on objectives and expectations. Together, we map out milestones for the implementation with your dedicated onboarding manager.<\/p>\n\n\n\n

Step 2. Process & task analysis <\/strong><\/h3>\n\n\n\n

Through in-depth discovery workshops, we assess your current processes, from order entry to planning, invoicing, and configuration. We\u2019ll spot gaps and suggest optimised workflows to boost your operational productivity once you\u2019re live.<\/p>\n\n\n\n

Step 3. System design (configuring your environment and enabling the integrations you need)<\/em><\/strong><\/h3>\n\n\n\n

Back at Qargo, our team configures your system based on agreed requirements. We set up user accounts, permissions, and integrations, and import your master data into a secure test environment ready for testing.<\/p>\n\n\n\n

In parallel, your dedicated integrations manager works with your IT teams to configure any external systems (telematics, accounting, CSV, EDI, API), to ensure everything is ready to be validated together during the testing phase.<\/p>\n\n\n\n

Step 4. Initial training sessions: Super users <\/strong><\/h3>\n\n\n\n

We train your project team using a train-the-trainer approach. With detailed guides and walkthroughs, your team gets comfortable with every part of the workflow, from first order to final invoice.<\/p>\n\n\n\n

Step 5. Sandbox environment testing<\/strong><\/h3>\n\n\n\n

We deploy a sandbox environment configured to test your real workflows. During structured testing (UAT), your team validates workflows and outputs, supported by your onboarding manager and our in-house support super stars (<10 minute response times).<\/p>\n\n\n\n

Step 6: Go-live:<\/strong><\/h3>\n\n\n\n

Our team onsite to support you.<\/p>\n\n\n\n

Plus post-go-live support<\/strong><\/h2>\n\n\n\n

Once you\u2019re live, we don\u2019t just leave you to it. <\/p>\n\n\n\n

During your aftercare period, your dedicated Account Manager will hold regular check-ins with your team, with call frequency and duration tailored to your subscription level.<\/p>\n\n\n\n

Whether it\u2019s helping invoicing staff fine-tune processes or addressing operational challenges, we\u2019re there to make sure everything runs smoothly. And with our customer support team averaging response times of under 10 minutes, you\u2019ll never be left waiting for answers.<\/p>\n\n\n\n

Why our onboarding and implementation works<\/strong><\/h2>\n\n\n\n