Implementation

The software you choose to manage you organization should come from a company that has the experience and expertise to move your company through the implementation process quickly with zero interruption to your current service and performance levels. When you choose to purchase our transportation management system you can be assured that your implementation will go off correctly. It will be done quickly, usually in thirty days or less depending on the size of your company. In any event, the length of your implementation period is under your control. We’ll move it forward at the speed you’d like, in the order that you’d like.


Phase 1 – Installation

If you choose to implement the Express Online Edition then you won’t have anything to install. If you decide to go with the installed version of Express then you should know that we have installed our software thousands of times in the widest number of environments imaginable. There is virtually no hardware, operating system or network issue that we haven’t already encountered and overcome. Our installation specialists will perform whatever actions are necessary to install the software quickly and efficiently. If your company already has a functioning Windows network your installation will normally be done in an hour or less.


Phase 2 –Migration Planning

Smart Migration starts with a well thought out plan. To construct a plan, we need information. We’ll conduct an interview with your assigned personnel that will help us to understand your company structure and objectives. This will enable us to construct training schedules around functional areas of responsibility according to your implementation objectives. Next we’ll import any data you may already have. Usually customers, vendors, equipment, etc. and if you wish, invoices, bills and checks. No matter what system you are getting the data from, we can get it into our SQL Database. Once this core data is setup, it’s backed up and saved. Your company then enters the Training Phase using all your core data.


Phase 3 –Training Period

We will work with you to create a comprehensive and individualized training schedule for each individual in your company. The type, length and number of training sessions that each employee will need in order to be effectively trained will be depend on their job duties and responsibilities. Training sessions can include video presentations, online demonstrations or verbal training via telephone. Each individual will be presented with all the information that they will need in order to transition their work environment onto the software. You can feel free to put in as much garbage data as you want during this phase. When you are ready to go live, we’ll restore the saved database containing all of your core data and you can go to work.


Phase 4 – Implementation

At the planned and designated times, departments and personnel will switch from previous ways and means of performing their job duties to performing those same duties within the context of the software. During the week that each individual comes online, PCS support personnel will contact each individual or department, at your discretion, daily to discuss any concerns that may exist. In this way, we stay right next to you during this crucial phase.


Phase 5 - Analysis and Review

The final phase evaluates how well you’re running and ensures that you’re making the best use of the software. For starters, we look at the following:

Hardware/Networks

Server and database is operating correctly

 

All workstations are performing as expected

 

Remote connections are functional

 

All peripheral equipment is functional

 

Database Backup Routine Established

 

Dispatch Order Entry

Data is complete

 

Order Entry is efficient

 

Aware of all shortcuts

 

Advanced features utilized

 

Freight Dispatching

Software is used as primary dispatching tool

 

Dispatchers are comfortable with system

 

Dispatchers can perform routine tasks with ease

 

Dispatchers can retrieve information quickly

 

Dispatchers use advanced features

 

Accounting

Billing and cash receipts are flowing and correct

 

A/R & Collections tools are being used

 

A/P processes are fully migrated

 

All Banking functions are performed correctly

 

Payroll is being processed

 

Payroll tax reporting is possible or already in use

 

Correct Financial Statements are being produced

 

Forms and documents are compatible and in use

 

Safety

Claims and accidents tracking is in use

 

Driver compliance requirements are being tracked

 

Log auditing requirements are met

 

Maintenance

Expense tracking objectives are met

 

Parts and inventory tracking objectives are met

 

Necessary shop activities are being performed

 

XpressTrax

Shipper freight tracking in use

 

Available Load Board in use

 

Customer’s website is connected to XpressTrax

 

Driver Cell Phone Messaging in use

 

Drivers use Mobile Messaging

 

Carrier Dispatch in use

 

Shippers can input load orders thru XpressTrax

 

Driver scanning is being used

 

Faxing

Express fax is functional

 

Driver fax is operational

 

Log Scanning

Log Scanning is operational

Backup

Automatic database backup enabled

Forms and Documents

All necessary forms and documents are correct

 

  • Checks
  • Deposit Slips
  • Invoice Forms
  • Log Books
  • Envelopes
 

Mobile Comm

QualComm / PeopleNet

 

Inbound/Outbound messaging is functional

 

Load status updates are being processed

 

Location plotting is correct

 

EDI

EDI interface is correct and functional

Warehousing

Warehousing interface is correct and functional

 

Mileage and Mapping

Appropriate mapping interface is functional

 

Mapping detail level is correct

 

Calculations and configurations are correct