Switching to a new transport management system can feel daunting. Will your team adapt quickly? Will operations slow down? At Qargo, we’ve designed our onboarding and implementation process to take that scary initial growing pain away.
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.
Our six-step onboarding journey
Step 1. Project kickoff & alignment
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.
Step 2. Process & task analysis
Through in-depth discovery workshops, we assess your current processes, from order entry to planning, invoicing, and configuration. We’ll spot gaps and suggest optimised workflows to boost your operational productivity once you’re live.
Step 3. System design (configuring your environment and enabling the integrations you need)
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.
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.
Step 4. Initial training sessions: Super users
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.
Step 5. Sandbox environment testing
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).
Step 6: Go-live:
Our team onsite to support you.
Plus post-go-live support
Once you’re live, we don’t just leave you to it.
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.
Whether it’s helping invoicing staff fine-tune processes or addressing operational challenges, we’re there to make sure everything runs smoothly. And with our customer support team averaging response times of under 10 minutes, you’ll never be left waiting for answers.
Why our onboarding and implementation works
- The sessions are led by transport professionals who understand your workflows
- You have a hands-on presence during go-live for support where it matters most
- Seamless data migration from both legacy TMS’s, Excel, and any other systems
- Structured yet flexible process that is customised to your business
- Clear timelines, usually ranging from 3–6 months depending on complexity
At Qargo, onboarding isn’t about ticking boxes. It’s about giving your team the confidence, knowledge, and tools to get the most out of your new TMS from day one.
Ready to see how Qargo can transform your operations?
Book a demo today and discover how easy onboarding can be.
