Proven client onboarding process

A curious, flexible and qualified team of professionals is ready to bring you on board.

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How it works

01

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

02

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

03

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.

04

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)

05

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

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.

Incremental steps lead to big change

By week 3 of the 4 to 6 week process, you and your team should expect to spend a good amount of time working on the tasks required to prepare your warehouse for ShipHero. For a better illustration of what the time commitment will look like, check out the chart below.

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Hear from our awesome clients

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“I believe ShipHero gives us all the tools for success to run a 3PL.”
Matt Schroeder, Co-founder of Tidalwave

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“ShipHero’s support is top-notch. Quick responses, seamless integrations, and a user-friendly interface that makes training a breeze.”
Sarah Judd, Senior Manager of Client & Vendor Relations at Webster Fulfillment

“I describe ShipHero as the brains of our operation. If you’re serious about scaling your business, then you need to make the jump and make the investment in your software. This will be the force that drives efficiency in your business.” Zaid Shahatit, Co-founder of 247 Fulfillment

4.4 average Star rating - Our reviews speak for themselves.

$15B+

GMV annually

Be a leader in our industry to positively impact how eCommerce is shipped around the world

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