Onboarding Questions
1 min
what erp system(s) are you currently using? do you have any other systems that require tms integration (e g , wms, oms)? what are your primary goals for integrating with the tms? which business processes should be integrated? (options order creation & updates, shipment planning & dispatch, freight audit & billing, proof of delivery updates, etc ) what data objects will be exchanged? (options sales orders, shipments, invoices, transporter master, etc ) what is the expected data volume (e g , shipments per day)? please specify any other processes or data objects not listed above do you expect any custom data mappings or transformations? any specific data validation rules to apply? are you looking for real time, batch based, or event driven integration? do you have any integration middleware? will both push & pull mechanisms be required? are any legacy systems involved? do you have internal apis available for integration? do you have a preference for the sequence of integration phases? are your systems accessible via public internet or private network/vpn? do you support rest/soap apis, or prefer file based interfaces? do you already have api documentation available? what authentication mechanisms do you support? do you have security/compliance requirements (e g , encryption, audit logs)? do you have an internal it/integration team available for this project? have you previously integrated your erp with external saas systems? are there any custom workflows or erp customizations? is there any portal currently being used by the client, and how is the integration solution being designed?
