Onboarding and Implementation
We designed our Onboarding and Implementation services to ensure that our customers – both fleets and service providers – can take maximum advantage of the Decisiv SRM platform as quickly as possible and with a minimal level of effort.
Plus, our field service and support teams will be with you every step of the way.
We follow the same proven approach to get your organization up to speed, whether you are managing, operating, or servicing Volvo/Mack, Peterbilt, Kenworth, Isuzu, Hino, DTNA, Michelin or TICO equipment – and for virtually every type of trailer.
For Fleets and Asset Managers
Here’s an overview of our simple, straightforward process flow for onboarding and implementation:
1. Registration
The first step. We work with you to ensure all your assets have been identified. We discuss options for integration with your FMS and PM maintenance management.
2. Testing
Once your asset information has been loaded, our support team collaborates with you to ensure all the information is accurate, and if utilizing depots, that they are set up correctly with the right assets and contacts.
3. Training and Implementation
There are two options for training your fleet managers and dispatchers:
- We come onsite for a 1 ½ day implementation and training program. We will work one-on-one with your fleet managers and dispatchers on requesting service, following up with service requests, reviewing and approving estimates, maintaining PM schedules and working with your service providers to utilize the platform for all repairs.
- We conduct a 90-minute online class that covers the basics of utilizing the platform for sending service requests, following up with repairs, and approving requests. A separate training would need to be scheduled for PM maintenance scheduling.
4. Post-implementation Follow Up
We won’t leave you after the training. We will follow up with you for any questions and to ensure you are getting the most out of the platform. We schedule follow-up calls for 30-60-90 days post training and include insights into some of our additional features.
For Service Providers
Here’s an overview of our simple process flow for onboarding and implementation:
1. Registration
The first step. We work with you to ensure that all your assets have been identified, that you have access to available warranty and recall information, and to confirm the integration of the SRM platform with your existing DMS system.
2. Testing
Our support team collaborates with you to confirm that all your customer and asset detail information has been successfully loaded into the SRM platform. We also ensure that parts and labor information is being exchanged with your DMS system. At that point we confirm that the system is RFU – Ready For Use.
3. Training and Implementation
We come onsite to conduct a 1 1/2 day implementation and training program with you and your team. We train everyone involved in the service process: shop managers, service advisors, technicians, and parts and front office personnel. (Note: remote training is an option.)
We conduct practical, interactive hands-on training – from case initiation to closing – from truck arrives to complete here. We make sure you are comfortable with all aspects of the workflow and reporting in your SRM platform.
4. Post-implementation Follow Up
We never view training as a one and done process. You have an assigned support team member who follows up on scheduled 30-60-90 day intervals.