Tennders x GrowthX

ICP

Screenshot for operating page:

The process of onboarding:

Categorize user groups:

1. Operator/broker: This user is responsible for sharing details of the truck/load, negotiating prices and payment terms, confirming deals, creating documentation and collecting invoices.
2. Quality control/tracking: This user is responsible for validating the information provided like pricing, payment terms, IVA and legitimacy of an organization.
3. Billing/Finance: This user is responsible for reviewing transaction details with the Operator/Broker, confirming invoices and making final payments. This user also has the specialised task of managing claims if any variances/failures occur during a transaction.
4. Admin assistant: This user is responsible for gathering transaction data, order documentation files, and invoicing files for management to review.
5. Administrator: This user is responsible for managing access, service controls, and dashboard reports. This user also validates the trust/credit score Dof a company aligning with the Finance user.

Each user group is onboarded following these criteria of onboarding.

Criteria 1: Introduction to the product

1. Onboarding partner: An onboarding partner is assigned, someone from the Tennders Operating team who has been using the product and has worked with the customer's team.
2. Account data: Send their account logins to their emails while users are present on the onboarding call.
3. Feature to use-case relation: In this stage, users are briefed about their use case and their current business case is performed using the product's features.

Criteria 2: Internal operations and service requests

1. Internal operations: Users review their business case and rules of operations, confirming their operating guidelines like payment terms, terms of operating, order documentation creators, client list, and partners.
2. Service requests: They can also create service requests that allow administrators and quality control to adjust/change operating rules if the case demands change and is justified.

Criteria 3: Review and measure your activities

1. Review: Dashboard for user's daily activities, business activities and goals. If access is provided, they can also see their team's work.
2. Measure: Users can measure the success and effort on tasks, and activities giving them clarity over their day and work.

Criteria 4: Business data handover and Shadow

1. Data handover: All transactions performed and in the queue to be done are uploaded.
2. Shadow: Onboarding partners shadow users 1hr every day for 2 weeks.

Note: For many SMEs, all user group cases/activities are performed by the same person. For example, a broker must for each transaction, whereas the breakdown of processes helps bring over 30% efficiency directly proportional to revenue.
1. look for a shipment that matches the truck's requirement (by calls/marketplaces)
2. negotiates the price and payment terms,
3. confirm the deal and create order confirmation documents,
4. schedules and organises pick up and delivery,
5. collects documentation and invoices after delivery,
6. process invoices and payments.

Activation metrics for B2B onboarding in Logistics brokerage along with SaaS product:

1. For small companies doing <1000 shipments a year:
2. 1. Transaction count: 50 transactions in the first month, either directly with Tennders Freight Forwarders or on SaaS Freight Network
   2. Engagement: Engaged with 10 new/existing customers/freight forwarders/truck companies each week.
   3. Quarterly Revenue handling: over 100k EUR transactions added on the system (regardless if managed on Tennders or offline)
3. For mid-size companies managing between 1k- 10k shipment a year:
4. 1. Transaction count: 200 transactions in the first month, either directly with Tennders Freight Forwarders or on SaaS Freight Network
   2. Engagement: Engaged with 50 new customers/freight forwarders/truck companies each month
   3. Quarterly Revenue handling: over 500k EUR transactions added on the system (regardless if managed on Tennders or offline)
5. For large companies managing over 10k shipments a year:
6. 1. Transaction count: at least 100 transactions every week, directly with Tennders Freight Forwarders and 100 transactions on SaaS Freight Network
   2. Engagement: Engaged with 50 new customers/freight forwarders/truck companies each month
   3. Quarterly Revenue handling: over 1m EUR transactions added on the system (regardless if managed on Tennders or offline)
7. Enterprises with over 100k shipments a year directly, subcontracted or warehoused:
8. 1. Transaction count: 1m transactions in the first month, either directly with Tennders Freight Forwarders or on SaaS Freight Network
   2. Engagement: Onboarded all customers (minimum>80%) on the SaaS system in 1st quarter
   3. Quarterly Revenue handling: over 10m EUR transactions added on the system (regardless if managed on Tennders or offline)