Install ProShip software that is tailored to your needs while integrating to homegrown or third party OMS, WMS, and/or ERP systems.
ProShip has a detailed onboarding process. New clients are turned over to our expert integration team, where they will receive pre-requisite information and a questionnaire. This questionnaire gathers information such as account numbers, services being utilized, etc. Gathering this information helps us jumpstart the project faster. Following the information gathering portion we have a very detailed kickoff process which ends in a specified contract for both parties to agree upon, which allows the solution to be delivered.
In the Initiation Phase, the customer receives the license key and welcome emails and all other phases are outlined. All initial documents are added into a SharePoint if they are not already there.
Project stakeholders are identified and the project manager approves hours billed-to-project through the project lifecycle. The transition to the Integration (Pre-Kick Off) Meeting is the milestone that ends the Initiation Phase.
The Planning Phase consists of scheduling, planning and occurrence of the Kick-Off Meeting. Here, the discussion on server access happens, and the Specification Document gets created and reviewed.
The Specification Document records the requirements and proposed technical solution, and the Project Manager, Integration Technology Manager, Support Engineer and Customer need to approve the document before Execution Phase.
The Execution Phase is where the Integration Engineer begins the integration work. The Project Manager creates a Project Plan and organizes regular touch base meeting with the customer.
The Integration Engineer will install and configure the software and carrier engines and complete any scripting and customizations. At the end of this phase, the Integration Engineer will identify and create any change orders needed.
During the Acceptance Phase, the Project Manager (PM) will schedule the Integration Engineer to perform training sessions. These will usually be via phone call or WebEx/Go-To-Meeting. The PM will also inform the client about the User Acceptance Testing (UAT) Process.
The PM will then facilitate UAT, where the customer is responsible to test (Unit Testing is already done by the Integration Engineer). It is up to the customer to determine how many tests to run. After testing, the customer needs to sign off on Project Acceptance before moving forward.
In the Closure Phase, the Project Manager negotiates and communicates the Go-Live Schedule with the customer and Integration Engineer. Within the schedule, the solution is implemented from "test" to "production," and any issues are catagorized as "defects" or "enhancements". Defects are be resolved quickly, and if enhancements are not show-stoppers, they should wait and be handled as service requests.
The Implementation Engineer then works with the Support Manager to identify the customer's dedicated Account Manager and extended Support Team. The Account Manager will then schedule and facilitiate a customer meeting.
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