FLEXNET. Client Onboarding Process and Checklist

Transcription

1 FLEXNET Client Onboarding Process and Checklist

2 CONTENTS Confidentiality Statement 1 Transitioning Fulfillment Operations 1 FlexNet Onboarding Overview 1 FlexNet Onboarding Team 2 FlexNet Fulfillment Checklist 3

3 CONFIDENTIALITY STATEMENT This document is classified as the confidential property of Jagged Peak, Inc. Due to the sensitive nature of the information contained herein, this document is available only to those persons who have been designated as Jagged Peak clients, or who otherwise play a direct role in the FlexNet Fulfillment onboarding process. This document remains the property of Jagged Peak and may be repossessed at any time. Unauthorized use or duplication of this document is strictly prohibited and may result in disciplinary action and/or civil prosecution. TRANSITIONING FULFILLMENT OPERATIONS Transitioning fulfillment operations from one vendor to another can be a major undertaking. If not performed well, it can be costly and potentially disruptive to a client s business not to mention the fear and potential risk associated with depending on a third-party vendor with whom you ve never done business. At Jagged Peak, we respect these concerns and understand the need to cover all the bases to ensure objectives are met and the transition is seamless to the clients customers. We also understand that the reason companies outsource fulfillment is they want to eliminate the headaches and burden of managing it. They recognize the time and cost benefits of leveraging the experience and core competency of a company that specializes in fulfillment. That company is Jagged Peak! Our objective is to make the process of transitioning fulfillment operations easy and painless. FLEXNET ONBOARDING OVERVIEW Onboarding clients to Jagged Peak s FlexNet Fulfillment services begins with gaining a thorough understanding of our client s business and the scope and scale of their fulfillment operations. This includes an assessment of their goals and objectives, expectations, timelines, risk points, vendor relationships, existing contracts and everything else that has a material impact or dependency on the move. After gathering and analyzing this information, we develop a transition execution plan that begins with an inventory audit at the existing warehouse and ends with an end-to-end testing of the order fulfillment process.

4 FLEXNET ONBOARDING TEAM Project Team: A project team is assigned to manage the entire onboarding process. It includes individuals with the necessary skills to execute the specified tasks. The team comprises disciplines in logistics, warehouse operations, IT systems/network, accounting, account management, customer service and executive management. Executive Sponsor: A member of Jagged Peak s executive team is responsible for resource allocation, issue resolution and overall client satisfaction. Account Executive: This individual is the owner of the client relationship once the account is transitioned. During the transition process, the Account Executive supports the Project Manager, serves as the client advocate and is responsible for client communication. Project Manager: Serves as the project leader responsible for achieving transition objectives and tasks as stipulated in the project plan. Accounting: The accounting organization is responsible for establishing the processes and procedures that govern service invoicing as defined in the MSA. Transportation and Logistics: Responsible for scheduling carriers and coordinating the transfer of client inventories to various warehouses. Warehouse Operations: Responsible for all warehouse-centric activities, including warehouse configuration and set-up, inventory management and location, staff training, QA procedures, etc. IT Systems: Responsible for systems set-up and configuration, data loading, production of system, documentation, end-to-end testing, etc. QA Testing: A quality assurance team conducts end-to-end processing of test orders, ensuring all systems are thoroughly tested (OMS, WMS, IMS and TMS) prior to going live.

5 FLEXNET FULFILLMENT CHECKLIST Administrative Tasks Identify Customer Services Assignment Kick-Off Meeting Create Entity Complete Vendor Requirements Complete Billing Requirements

6 Transportation Discovery With Client Establish Shipping/ Transportation Rules Establish Available Shipping Methods/ Rules Identify Shipping Carriers Establish Shipping Acct. Numbers/Methods at Ship Station Establish Shipping Pricing

7 Inventory Discovery With Client Determine Product Lead Time Establish Re-stocking Process, Policies & Responsibilities Determine Low-Stock Levels Determine if Expiration Tracking is Required Determine if Batch/ Lot Tracking is Required Determine if the Product is Serialized Determine if the Product Contains Hazardous Materials

8 Inventory Discovery With Client (cont d) Establish ASN Processes, Policies & Responsibilities Determine Cycle Count Policy Establish RMA Processes, Policies & Responsibilities Provide Client w/ Receiving Specs. & Hours of Operations Materials Discovery With Client Identify Shipping Materials (boxes, etc.) Identify Packing Slip Design/Layout

9 Materials Discovery With Client (cont d.) Identify Labeling Requirements, Design/Layout Identify Auto Inclusion/Rules Fulfillment Program Documentation Establish SLAs Establish Warehouse Rules/Cut-Off Time, Cycle Count, Handling, etc. Establish Size & Weight Limitations

10 Warehouse Discovery With Client Determine Pick & Pack Requirements Determine Inventory Storage Requirements Determine Pick Area Requirements Set Up Ship Stations & Pack Area Requirements Execute Warehouse Training Review Pick & Pack Steps w/ Team Members

11 Transition Load Inventory Data into EDGE Provide ASNs Receive Inventory Inspect Count

12 Transition (cont d) Verify to ASN Record Receipt Report/Resolve Exceptions Locate in Warehouse Begin Order Processing Launch Date

13 Contact Jagged Peak today to speak to an experienced ecommerce professional. Jagged Peak, Inc Bayport Drive, Suite 250 Tampa, Fl USA Telephone: Toll-free: Jagged Peak, Inc. All rights reserved.