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.
Onboarding Path
Welcoming
Welcome Email
Kickoff call
Site Creation
Data Imports
Broker Staff
Customers and Staff
Carriers & Factoring
Companies
Shipment History
Shipment History
Training
Online Courses
FTL & LTL
Carriers & Customers
Accounting
Accounting
Integrations
Loadboards
Carrier Compliance
Factoring
LTL Carriers
Additional Services
Special Projects
EDI Connection
API Connection
Manual Tariffs
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):
Growth: 30 days
Premium: 90 days
Pro: 180 days
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
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:
Key Integrations We Support
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.