1️⃣Onboarding Checklist
Welcome to Digicust Onboarding!
Thank you for choosing Digicust for your customs clearance automation needs. To ensure a smooth and efficient onboarding process, we've outlined the key steps and milestones we'll be achieving together. Below, you’ll find a detailed agenda for our first onboarding session, as well as the preparatory steps that need to be completed beforehand.
Pre-Onboarding Checklist
Before our first onboarding session, please ensure the following tasks are completed to facilitate a seamless integration:
Submission of Customs Cases:
Please send all necessary documents and files required to complete the customs declarations, including any completed declarations you might already have.
Software Interface Setup:
Ensure that the interface with your customs software is ideally set up. Please provide Digicust with the interface data required for linking Digicust to your customs software.
Automation Setup:
Digicust will set up an out-of-the-box automation strategy using your provided data. A rule set for no-code automation may also be established if necessary.
Data Transmission via Interface:
Ensure that the data transfer via the interface is established and tested. It’s crucial that we receive positive feedback indicating that the customs declaration data has been successfully received by the customs software.
First Onboarding Session Agenda
Our first meeting will focus on ensuring that everything is set up correctly and ready for full automation. Here's what we'll cover:
Overview of Processing Strategy and Active Features:
Introduction to the processing strategy set up by Digicust and a detailed review of the functionalities enabled.
Presentation of Customs Declarations:
Presentation of how your own customs declarations is handled both in Digicust and within your customs software. Adjustments to the processing strategy may be proposed to optimize future data handling.
Analysis of Warnings and Empty Fields:
We will analyze any warnings and empty fields shown in the customs software to identify necessary adjustments.
Rule Set Establishment Using Digicust No-Code Automation:
Setting up a rule set to address any warnings and fill out all desired fields of the customs declaration automatically.
Post-Onboarding Follow-Up
Following our initial session, we will schedule subsequent meetings to:
Test full automation capabilities.
Provide iterative feedback to Digicust to stabilize and fine-tune the automation process.
Set up additional cases for full automation as needed.
This document aims to provide you with a clear roadmap of our onboarding process. If you have any questions or require further details, please don’t hesitate to contact us. We look forward to working with you and achieving great results together!
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