Not such a scary implementation as they program it.

In this article, we will focus on planning the implementation of the Uniter.Pro system - a platform that enhances project management and team communication. The key aspects to be discussed include setting realistic implementation goals and creating a detailed implementation schedule divided into phases.

Test and Implementation Plan

The first step towards successful implementation of the Uniter.Pro system is to set realistic goals and define the needs that the software must meet. The next step is to prepare a solid test plan, which is essential for evaluating the performance of the TMS system under conditions as close to reality as possible. The tests should cover all key functionalities and usage scenarios, both under standard and exceptional conditions. This allows for the identification and resolution of potential issues before full implementation. Equally important is a detailed implementation plan, which outlines the schedule of activities, the responsibilities of individual team members, and the method of monitoring progress and achieved objectives. This plan should also include strategies for unforeseen challenges or delays.

Setting Implementation Goals

Understanding current challenges and business needs is the foundation for setting implementation goals, as detailed in our previous article. It is important to identify areas where Uniter.Pro can bring the most value, such as improving team communication, including between departments, better resource management during the implementation of various transport projects, and avoiding errors caused by human factors. Before each implementation, the Uniter.Pro team conducts a specially prepared pre-implementation survey. Based on this survey, it is possible to gather all necessary information about the company, its size, current way of operating, areas for optimization that need to be eliminated, and plans for further development. The survey consists of questions covering areas such as: general company information, enterprise management system, organizational structure, collection of procedures and tools used in various departments such as Fleet, Accounting, Warehouse, Workshop, Administration, or Secretariat. This, in turn, enables the setting of goals that are not only realistic but also tailored to the end-users. Taking into account the capabilities of the team and time constraints is crucial for setting realistic deadlines for the implementation of the established objectives.

Training and Team Engagement

Implementing a new TMS system in a company is not only a matter of technology but also of people. It is crucial to provide adequate training for employees who will use the system daily. This education should cover not only the operation of the system itself but also an understanding of how its use affects the overall company strategy and logistics processes. Engaging the team from the early stages of the project increases acceptance of the new solution and contributes to its more effective use. Involving people who will use the system daily in the planning process allows for a better understanding of their expectations and needs.

Creating a Detailed Implementation Schedule Divided into Phases

After setting the goals, the next step is to develop a detailed implementation schedule. Dividing into phases allows for better organization of work and monitoring of progress.

1. Preparatory Phase - Preliminary Analysis and Contact

Includes actions necessary to start the implementation, such as team training, preparing IT infrastructure, and planning internal communication regarding changes.

• Product Presentation and Training – a presentation is conducted during which the compatibility of the software with the client's existing processes is determined.

2. Pilot Implementation

It starts with the implementation of the system on a small scale, which allows for the detection of potential problems and gathering feedback from users. This is the time to refine details before full implementation.

• Demo Installation - allows testing the full version of the program with the possibility of tests and initial consultations. The full, free version of the program for 1 user is always perpetual.
• Client Decision - after consultations, the client decides on the selection of the solution and implementation for all employees.

3. Full Implementation

After a successful pilot, the full implementation of the system across the organization takes place. It is crucial to monitor success indicators and adjust processes as needed.

• Survey/Analysis/Determination of Cooperation Form - in case of client interest in full implementation, a quote is made. During the test period, the client creates more accounts, which are configured for specific purposes, such as accounting, telematics, etc.

Options for the Client:

1. Option 0 - Free Client – remains with self-study materials (1 user free).
2. Option 1 - Small Client – organization of a short online training (1-2 hours for 2 people).
3. Option 2 - Medium and Large Client – full implementation with a schedule tailored to the needs and post-sales support.
4. Optimization and Support

The final stage is continuous improvement of the system and providing user support. It is important to maintain openness to feedback and readiness to make changes in response to user needs.

Summary

Remember that the success of implementing the Uniter.Pro system does not end on the "go-live" day. It is crucial to continuously monitor and adjust to maximize its potential. When planning the implementation, keep in mind the long-term perspective and treat it as an investment in the future of your organization. In the next article, we will focus on the process of configuring the Uniter.Pro TMS system to the specifics of a particular transport company's operations.