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Zero Defect Onboarding - Domestic

Zero Defect Onboarding - Domestic

 

Domestic

Domestic

Document

Description

Box Link

Sales to Implementation Domestic v2

Outlines a high-level view of workstreams and documents in the startup process.

Sales to Implementation Domestic v2.vsdx | Powered by Box

SOW Template

Outlines all business and operational requirements

SOW Template Domestic Delivery.docx | Powered by Box

Workstream Ownership Template

Aligns internal and external project workstreams and contact details

Workstream Ownership Document - Blank.xlsx | Powered by Box

Domestic Project Plan

Standard project template for Domestic Transportation

Domestic Project Plan.xlsx | Powered by Box

SOP Template Domestic Delivery

Standard CLIENT SOP template for Domestic Transportation

SOP Template Domestic Delivery.docx | Powered by Box

IOP Template Domestic Delivery

Standard IOP (INTERNAL) template for Domestic Transportation

IOP Template Domestic Delivery.docx | Powered by Box

30/60/90 Day Review - Domestic

Template for Internal/External review discussions in the initial period following go-live

306090 Day Review - Domestic.docx | Powered by Box

EBITDA - Domestic

Anticipate earnings and allocate resources accordingly

EBITDA Domestic.xlsx | Powered by Box

SOP Template Domestic RETURNS

Standard CLIENT SOP template for Domestic RETURNS

SOP Template Domestic Returns.docx | Powered by Box

Credit Application

Controlling Office to Setup/Creation of the customer code in CW1

Submit Credit Application Form: D&B Credit App

and provide the Account Owner’s name so they can add the ‘Sales Rep Name’ under the Org in CW1

 

  1.  The credit application must be filled out completely.

  2. If a company is not listed in D&B, we will need the customer to include supporting documentation (Financial Statement, W9, accurate trade references details with email addresses for those references).

  3. Customer code must be entered in the “Additional Comment” area when submitting the credit application (branches / sales to provide customer before submitting application).

  4. All “company” names that are in our CRM/Salesforce must match

 

Send an email to corp.arcodes@sekologistics.com if you have any questions about the credit application.   

Credit Application

  •  

    ACH Payment

 

  • W9 Form

 

MNDA

Mutual Non-Disclosure Agreement

https://seko.box.com/s/nt4pkqoyn2oaldal50s0slsfr8b09wb3

 

LawVu - LawVu

This application is to be used for any client requests that need assistance from our Legal team; Intake form, New/amend Contracts, MNDA’s, Letter of Intent, etc.

 

·For access to this portal please submit a request to

legal.department@sekologistics.com

MSA

Master Service Agreement

https://seko.box.com/s/yzr0bswu2kma43um7tpt4s9wsmbczavo

EDI Requests

IT Ticket Request Link --->

 

System Integration Overview

https://seko.atlassian.net/servicedesk/customer/portals

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