New Customer in Tai- Onboarding Process

As a new customer, you will benefit from being assisted by an Onboarding team with different processes in place to help you succeed.

Onboarding Timeline for Customers

1. Welcome Email: 
   Once you sign with Tai, you will soon receive a welcome email once you have completed the payment. This email will include:
   1. Access to our Learning Management System (LMS), where you will find a course library covering every process at tai. 
   2. Excel templates to import your information and your integration sources so you can plug in your integrations.
   3. A request that you reply to the email with your company logo in a format of PNG or JPEG sized 100x300.

2. Kickoff Call:

You will be introduced to your main point of contact throughout the Onboarding process and we will detail all the steps required for you to be successful during the implementation:

1. 1. Data Imports: Customers will fill the templates in, with the data they want to import. Onboarding will make sure the data is clean and in the correct format. Subsequently, the info will be uploaded to a sandbox environment where the customer will review and give their final approval before moving things to production.
   2. Integrations Setup: Customers will provide the credentials of the integrations they would like to have on the TMS. Onboarding will add them, test them, and ensure the broker has things up and running.
   3. Training and TMS Knowledge: You will have 3 layers of training and knowledge that will help you gain expertise in the vast capabilities of Tai TMS.

3. Process Discovery

For high-volume freight brokerages, there will be a process discovery where the Tai Onboarding team will have customers showcase their day-to-day workflows from beginning to end, to better understand and adapt them to the new TMS.

The discovery stage can take up to 30 days after the kickoff, and it will aim to gather as much information as possible to tackle the complexities of each business and how Tai can be used to maximize efficiencies and ensure connectivity.

4. Training and TMS Knowledge:

1. Learning Management System (LMS): This is the first and fastest resource to learn the basics around Tai.
2. Personalized Q&A sessions: These are spaces where the broker can bring any remaining questions from the online courses and go over specific workflows around their business.
3. Knowledge Base: This is Tai's encyclopedia, where the user can search for any keyword or question and get articles, videos, and all kinds of resources.

Suggested training course agenda:

Session 1: Shipment Management for LTL (30 mins).

Session 2: Shipment Management for Truckload - FTL (30 mins)

Session 3: Customer and Carrier Management (1 hour).

Session 4: LSP, Reports, Rates (30 mins).

Session 5: Accounting (1 hr). 

Session 6: QB Online setup (half an hour). 

5. Data Migration

When it comes to importing your data into the TMS, there is a necessary order that we should follow to guarantee the information cascades perfectly in Tai.

1. 1. LSP Staff Template: This is where we enter the Brokerage's employee list and we grant the permissions each user will have depending on their role.
   2. Customers & Staff Template: This is where we bring all of the companies or customers the Brokerage has been working with, as well as the specific contacts within that company.
   3. Products & Addresses Template: This is where we include all of the pickup and delivery locations, as well as all the commodities the Brokerage is working with.
   4. Factoring Companies Template: Before carriers are imported, the factoring companies are imported with the necessary information.
   5. Carriers Template: This is where we enter the relevant carrier list with all the necessary details that are going to flow into the TMS.
   6. Shipment History Template: This refers to historical information or completed loads that are being migrated from the previous TMS. The accounting cycle of these loads must be already been completed in the previous TMS before uploading to Tai. 
   7. Integrations & Tariff Template: This has no dependency and can be completed at the beginning of the Onboarding process. 
      
      

6. Integrations

Different types of integrations can be considered in an implementation.

Out-of-the-box:

This refers to the various tools that Tai has integrated with already that will give you unprecedented access to a variety of Broker platforms to enhance your business capabilities and help you have everything connected in one place. This includes Loadboards, Digital Freight Matching, Carrier Compliance, LTL Carriers, and more.

EDI Connections:

We have an Integrations department that offers EDI connection services at a cost.

Professional Services:

We have a team that handles API consultation to better understand and leverage our connectivity capabilities.

7. Go Live and Testing:

Once imports, integrations, and training are completed, the account will go live on the agreed-upon date.

During the first 2 to 3 weeks after a Broker is live, they will transition to the Support team and will start sending questions directly to them through the designated channels.

The goal is for Brokers to start entering real shipments during this time and raise any questions or concerns that come up so the Tai team can step in and help immediately.

During testing, customers may and are encouraged to request additional training and Q&A time to Onboarding to settle any inquiry that has popped up since using the Broker began using the system actively. After the testing period is over, training will come at an additional cost.