Switching to a new transportation 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 initial growing pain away.
With a structured six-step approach, led by transportation 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 dispatch, billing, and configuration. We’ll spot gaps and suggest optimized workflows to boost your operational productivity once you’re live.
Step 3. System Design
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 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), ensuring 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 the first load to the final invoice.
Step 5. Sandbox Environment Testing
We deploy a sandbox environment configured to test your real workflows. During structured User Acceptance Testing (UAT), your team validates workflows and outputs, supported by your onboarding manager and our in-house support superstars (with <10 minute response times).
Step 6. Go-Live
Our team is on-site to support you during the transition.
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 billing 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 Works
- Sessions are led by transportation professionals who understand your workflows.
- Hands-on presence during go-live for support where it matters most.
- Seamless data migration from legacy TMS platforms, Excel, and other systems.
- Structured yet flexible process customized 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.
