implementation process
Proven client onboarding
process
team of professionals is ready to
bring you on board.
A curious, flexible and qualified team of professionals is ready to bring you on board.
1
Kick-Off
Our process starts with team introductions and a high-level assessment of your pain points. We will have a discussion regarding the direction and timing of the project.
- Establish Key Dates for Milestones
- Guidance on Detailed Discovery
- Establish Meeting Cadence
2
Data Collection & Discovery
We’ll continue by mapping out your current operations process, including receiving, putaway, warehousing, picking, packing and shipping. We’ll also perform a detailed analysis of data and information needs throughout the process.
- Discovery for Carriers / Aggregators / Shopping Carts
- Professional Services Discussion; Custom Invoice Discussion / Requirements
- Static versus Dynamic Slotting
3
Fundamentals of ShipHero
We will introduce you to ShipHero’s dedicated teams that can address your needs. Our teams have developed proven tools and processes that will enable your warehouse to run more efficiently.
- Sales Orders / Purchase Orders / Location Management / Catalog Management
- Introduction of Automation Rules, Profiles, Workflows, Batch Picking, Replenishments
- Overview of other ShipHero tools not needed for go-live, but available, such as reports, configurations, etc.
4
Warehouse Prep
ShipHero provides advice to your team regarding the type of equipment to order. Delivery dates and scheduled installation dates will be integral to the onboarding process. We’ll also work on the following warehouse areas:
- Dynamic Slotting Location Naming Conventions; Order / Procure Labels; and if needed, Inventory Movements to Dynamic Slotting Locations
- Schedule and Scope Location Labeling (Required to go-live); Schedule and Scope Physical Inventory (required to go-live)
- Professional Services (as required)
5
User Acceptance Testing, validation and troubleshooting
Our team will schedule training and familiarize your employees with the new system and functionality based on your recommendations. We will also perform comprehensive testing of workflows and coordinate with your dedicated solutions specialist.
- Validate Carriers / Rates / Profiles and Expected System Behaviors
- Schedule and Affirm Go-live Date
- Go-Live Preparation
1
Kick-Off
Our process starts with team introductions and a high-level assessment of your pain points. We will have a discussion regarding the direction and timing of the project.
- Establish Key Dates for Milestones
- Guidance on Detailed Discovery
- Establish Meeting Cadence
2
Data Collection & Discovery
We’ll continue by mapping out your current operations process, including receiving, putaway, warehousing, picking, packing and shipping. We’ll also perform a detailed analysis of data and information needs throughout the process.
- Discovery for Carriers / Aggregators / Shopping Carts
- Professional Services Discussion; Custom Invoice Discussion / Requirements
- Static versus Dynamic Slotting
3
Fundamentals of ShipHero
We will introduce you to ShipHero’s dedicated teams that can address your needs. Our teams have developed proven tools and processes that will enable your warehouse to run more efficiently.
- Sales Orders / Purchase Orders / Location Management / Catalog Management
- Introduction of Automation Rules, Profiles, Workflows, Batch Picking, Replenishments
- Overview of other ShipHero tools not needed for go-live, but available, such as reports, configurations, etc.
4
Warehouse Prep
ShipHero provides advice to your team regarding the type of equipment to order. Delivery dates and scheduled installation dates will be integral to the onboarding process. We’ll also work on the following warehouse areas:
- Dynamic Slotting Location Naming Conventions; Order / Procure Labels; and if needed, Inventory Movements to Dynamic Slotting Locations
- Schedule and Scope Location Labeling (Required to go-live); Schedule and Scope Physical Inventory (required to go-live)
- Professional Services (as required)
5
User Acceptance Testing, validation and troubleshooting
Our team will schedule training and familiarize your employees with the new system and functionality based on your recommendations. We will also perform comprehensive testing of workflows and coordinate with your dedicated solutions specialist.
- Validate Carriers / Rates / Profiles and Expected System Behaviors
- Schedule and Affirm Go-live Date
- Go-Live Preparation
Our proven process
Our dedicated team is positioned to provide the insight, guidance and education that all new clients need in order to be successful.
Successful onboarding is critical
Our team of heroes are here to support you and help you be more successful. Our goal at the end of the day is amplifying your success.
We are your partners
Our solutions specialists are here for you, period. We know that starting out on the right foot will lead to future success and our team takes that seriously – like saving-the-world seriously.
Our software is the best
We know that our shipping software gives you the best chance for success – we will always focus on how it will work best for you.
What our customers say
“We are very pleased with the results so far as ShipHero has positively impacted our productivity and inventory accuracy. With that said, the most value I have gotten from the switch has been their customer support, Mike was great getting us started during the onboarding process and Cathy is always there for us with outstanding support and availability. Thank you guys!”
Starpil Wax
Praveen B.
“We are very pleased with the results so far as ShipHero has positively impacted our productivity and inventory accuracy. With that said, the most value I have gotten from the switch has been their customer support, Mike was great getting us started during the onboarding process and Cathy is always there for us with outstanding support and availability. Thank you guys!”
Starpil Wax
We are software implementation experts
Our team of shipping experts are ready to give you
best-in-class onboarding support!
