Onboarding with Tai TMS:
A Worry-Free Transition
Switching your TMS can feel overwhelming, but at Tai TMS, we’ve got you covered. Our expert team and proven onboarding process ensure a smooth, hassle-free transition so you can focus on running your business.
Expert Team
Our onboarding specialists have extensive experience with freight brokerage operations and understand the unique challenges of the industry.
Proven Process
Every step of the transition is carefully planned and executed to eliminate uncertainty and streamline the experience.
Better Results
Our customers are quickly able to exceed their goals and improve the capacity of their operations by combining the resources available within Tai.
Onboarding Path
Welcoming
Welcome Email
Once you signed with Tai, you will soon receive a welcome email with the next steps and resources to get started.
Kick Off call
On this first meeting, 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.
Site Creation
Shortly after you sign, you will get access to the TMS and credentials to start browsing around the site.
Data Imports
Broker Staff
This is where we enter the Brokerage's employee list and we grant the permissions each user will have depending on their role.
Customers and Staff
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.
Carriers & Factoring Companies
Before carriers are imported, the factoring companies are imported with the necessary information. Furthermore, with the Carriers template: you will bring over the relevant carrier list with all the necessary details.
Shipment History
This is the 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.
Training
Online Courses
This is the first and fastest resource to learn the basics around Tai.
FTL & LTL
Shipment Management for LTL (30 mins) - Shipment Management for Truckload - FTL (30 mins)
Carriers & Customers
Customer and Carrier Management (1 hour)
Accounting
Billing and Invoicing workflows. QB Online connection assistance.
Integrations
Loadboards
Loadboards
Carrier Compliance
Carrier Compliance
Factoring
Factoring
LTL Carriers
LTL Carriers
Additional Services
Special Projects
EDI Connection
Tai TMS offers robust EDI functionality tailored to meet your end customers' needs for automating shipment creation, tracking, and invoicing processes
Public API access
Easily connect to our webhooks to pull the data that your team needs to build custom integrations
Manual Tariffs
In cases where a broker has contracted rates with a carrier not currently connected to Tai, a manual tariff can be created to allow those rates to populate through the normal shipment creation workflow
Your Onboarding Journey:
Step-by-Step
Process Discovery
We take the time to understand your business inside and out—your workflows, challenges, and goals. This thorough discovery phase allows us to tailor the onboarding process to your needs.
Customized Implementation
Each onboarding project is treated as its own, complete with:
- Specific milestones and deliverables
- Designated teams and resources
- A clear timeline (based on your plan level):
Process Improvement & Workflow Automation
We don’t just move your data—we optimize your processes. With Tai’s built-in features, you’ll save time, enhance productivity, and improve accuracy in entering shipment information.
Integration Setup
Our team will guide you through setting up integrations with your existing partners and customizing workflows in Tai. From EDI integrations to Carrier API setup, we ensure every connection is seamless.
Data Migration
Transferring your data is a critical part of the process, and we’ve got it covered:
- What We Import:
- Address books
- Commodity lists
- Factoring companies
- Carriers
- Shipment history
Testing
Once our customers Go Live, they will be placed in the Testing stage. These are the initial agreements between Onboarding and Support regarding this stage:
- The Testing stage will be at least 2 weeks after the go-live date.
- Onboarding will handle basic questions and address knowledge gaps by scheduling a Q&A session when it’s required.
- Onboarding will confirm with the customer that all integrations and documents are good to use.
- If needed, Onboarding will deliver a workshop during the Testing Stage, making sure the customer knows basic information regarding shipment management and that they can create and move shipments without knowledge issues. Passing this workshop is a requirement to Go live.
Monitoring
During the first year at Tai, you will receive enhanced follow-up from the different operations teams: Onboarding, Support, and Client Success. In addition, they will monitor closely your businesses performance and make sure the transition to Tai is successful.
Training for Your Team
We make sure your team is fully prepared to hit the ground running:
Online Learning
Access our Learning Management System (LMS) to learn at your own pace. Earn certificates of completion for your team.
Live Q&A Sessions
Your onboarding specialist will host live sessions to address your team’s specific workflows and questions.
Knowledge Base Resources
Explore detailed guides, including: articles, videos, updates, and more.
Additional Benefits of the Onboarding
User Setup & Credential Validation
We help set up users, validate credentials, and ensure proper testing is completed for all integrations.
Manual Tariff Training
For carriers not currently integrated via API, our team will guide you on creating manual tariffs, so contracted rates seamlessly populate your TMS.
Carrier API Setup
Tai’s Tariff Wizard allows brokers to create custom API tariffs, fully integrating carrier rates directly into your TMS.
Workflow Automation
Save time by providing built-in features that enhance productivity, foster teamwork, and streamline the process of entering shipment information. Onboarding will help you set it up and get trained on it.
Email Integration
Tai TMS’ free email integration streamlines communication by automating quotes, tracking updates, and workflow management, saving you time and increasing efficiency. Our onboarding team will guide you through setup and training, ensuring a smooth transition so your team can focus on moving more freight.
Document Templates
Tai offers templates not only for emails but also for the live documents you can create from the TMS like: Live shipment documents (BOL, Carrier confirmation, Quote sheets, Invoices, Pickup and Delivery Alert, etc. In addition, Onboarding will help with site customization (About, Contact, Claims Filing, FAQ, Forms, etc.)
