Training Completion Workshop (Onboarding)

This process ensures that brokers complete their training curriculum successfully in the most important aspects of Tai TMS, enabling power users to execute workflows effectively.

Important Guidelines of the Process:

1. Communication of Requirements:

   • Brokers are informed of the requirement to complete this workshop during their introduction to the Onboarding team in the Kickoff session.

2. Flexible Scheduling Options:

   • The timing of the workshop is determined based on the brokerage's attitude, disposition, and personality:

     1. Conducting a practice session (workshop) after each major topic is delivered.

     2. Holding a final practice session (workshop) once all topics have been covered.

3. Who will be doing the Workshop on the customer side:

   • Depending on the customer's needs, it can be just one or multiple customer POCs doing the workshop test. 

4. Completion Deadline:

   • Onboarding ensures workshop completion before the end of the Testing Stage, at the latest.

5. Unresponsive Growth Customers:

   • Growth customers who have gone live without completing the workshop due to unresponsiveness must complete the training process upon re-engagement.

   • If needed, these customers may be required to pay an Implementation Fee.

Workshop Topics and Exercises by Training Module:

1. Shipment Management

• Shipment Search:

  • Demonstrate filtering and searching for LTL and TL shipments.

  • Add a Saved Search with filters: customer, lane, In Transit Status, and a Hot Alert.

• Truckload (TL):

  • Create a TL Load.

  • Post the load and assign a carrier using Truckload Quoting.

  • Send a carrier confirmation and track the carrier.

  • Identify the statuses and alerts required to complete the load.

• Less-than-Truckload (LTL):

  • Create an LTL Load.

  • Use Tai’s Generate Smart Quote to select a carrier.

  • Update shipment status and dispatch the load via API/EDI.

  • Verify dispatch success using Shipment tools (Activity Log, Alerts, Reference Numbers - PU#).

• Carrier Management:

  • Add and edit carriers.

  • Add insurance, contacts, and packets.

  • Assign a score to carriers.

• Organization Management:

  • Check organizational information.

  • Add LSP Staff members.

  • Edit documents.

  • Add new integrations.

  • Access reports.

  • Locate training recordings.

• Customer Management:

  • Complete the following exercises using the Test customer profile:

    1. Include or remove carrier rating permissions.

    2. Add a reference number.

    3. Add a commission.

    4. Apply a margin or pricing plan.

    5. Link and disable/exclude a tariff.

    6. Set a credit limit in Accounting Profile management.

• Tariff Management:

  • View and access tariffs.

  • Add new API tariffs.

  • Manage tariff lane details.

• Accounting Management:

  • Accounts Receivable (AR):

    • Create an invoice.

    • Register a payment.

  • Accounts Payable (AP):

    • Create a bill.

    • Register a payment.

  • Revisions (AP/AR):

    • Create and apply revisions as required.

• Accounting Commissions:

  • Approve a commission.

  • Register a payment for a commission.

  • Manually add a commission to a load.

Final Notes:

• All exercises must be demonstrated in the Test environment to ensure brokers can confidently replicate processes in live scenarios.

• Onboarding Specialists will evaluate and document completion for each section to certify readiness.

• Brokers who fail to meet requirements will need to repeat training or address gaps as identified.

• The results of the workshop will be saved under the customer profile in Gainsight and communicated to Support for visibility and alignment on the customer's process.