Onboarding with Tai

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.

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:
  • 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:

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.