F L E X N E T
™CONTENTS
Confidentiality Statement 1
Transitioning Fulfillment Operations 1
FlexNet Onboarding Overview 1
FlexNet Onboarding Team 2
FlexNet Client Onboarding Process - Confidential & Proprietary - August 2014
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.
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.
Administrative Tasks Resource Requirements Transition Timing
Identify Customer Services Assignment
__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Kick-Off Meeting
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Create Entity
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Complete Vendor Requirements
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Complete Billing Requirements
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
FlexNet Client Onboarding Process - Confidential & Proprietary - August 2014
FLEXNET FULFILLMENT CHECKLIST
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA TestingTransportation
Discovery With Client Resource Requirements Transition Timing
Establish Shipping/ Transportation Rules
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish Available Shipping Methods/ Rules
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Identify Shipping Carriers
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish Shipping Acct. Numbers/Meth-ods at Ship Station
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish Shipping Pricing
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Inventory Discovery
With Client Resource Requirements Transition Timing
Determine Product Lead Time
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish Re-stocking Process, Policies & Responsibilities
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine Low-Stock Levels
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine if Expiration Tracking is Required
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine if Batch/ Lot Tracking is Required
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine if the Product is Serialized
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine if the Product Contains Hazardous Materials
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Inventory Discovery
With Client (cont’d) Resource Requirements Transition Timing
Establish ASN Processes, Policies & Responsibilities
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine Cycle Count Policy
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish RMA Processes, Policies & Responsibilities
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Provide Client w/ Receiving Specs. & Hours of Operations
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch Materials Discovery
With Client Resource Requirements Transition Timing
Identify Shipping Materials (boxes, etc.)
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Identify Packing Slip Design/Layout
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Materials Discovery
With Client (cont’d.) Resource Requirements Transition Timing
Identify Labeling Requirements, Design/Layout
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Identify Auto Inclu-sion/Rules
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch Fulfillment Program
Documentation Resource Requirements Transition Timing
Establish SLAs
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish Warehouse Rules/Cut-Off Time, Cycle Count, Han-dling, etc.
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Establish Size & Weight Limitations
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Warehouse Discovery
With Client Resource Requirements Transition Timing
Determine Pick & Pack Requirements
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine Inventory Storage Requirements
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Determine Pick Area Requirements
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Set Up Ship Stations & Pack Area Require-ments
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Execute Warehouse Training
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Review Pick & Pack Steps w/ Team Members
Client
Executive Sponsor
Project Manager
Account Executive
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch
Transition Resource Requirements Transition Timing
Load Inventory Data into EDGE
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Provide ASNs
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Receive Inventory
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Inspect
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Count
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Transition (cont’d) Resource Requirements Transition Timing Verify to ASN
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Record Receipt
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Report/Resolve Exceptions
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Locate in Warehouse
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems
QA Testing__ Days Prior to Launch __ Weeks Prior to Launch __ Months Prior to Launch
Begin Order Processing
Client
Executive Sponsor
Project Manager
Account Executive
Accounting
Trans./Logistics
Warehouse Operations
IT Systems©2014 Jagged Peak, Inc. All rights reserved.
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Telephone: 813.637.6900
Toll-free: 800.430.1312
Email: sales@jaggedpeak.com
