CXT Software Implementation


Throughout the implementation process, CXT Software will be your partner to ensure that you gain the knowledge necessary to make the best design and configuration decisions for your organization. Here is a quick look at the four key phases to implementation:

  1. Project Kickoff: During this phase, your dedicated Project Manager will discuss the overall installation process and work with you to determine specific milestones and go-live dates; identify key employees for training and project management; and develop a good understanding of your company’s current technology situation.
  2. Business Analysis and Data Collection: Every company runs their business slightly different. During this phase, the Project Manager will evaluate how your company incorporates technology into your business, ensuring that the solutions are set up for maximum efficiency. Topics such as services provided, pricing structure, driver settlement and shipper integrations are discussed. The Project Manager will also work with you to collect, clean and format data pulled from existing systems and prepare it for import. This phase informs the system configuration, ensuring that features and functionality properly align to your business needs.
  3. Training: You and your staff will receive unlimited access to live and pre-recorded training sessions thorough CXT University along with testing, homework and open question and answer sessions. Our implementation team will supplement the training using consultation sessions to talk about your company’s specific operational scenarios or specific integrations. After they are satisfied that you are ready to use the software on your own, you are transitioned to our standard support who will continue to answer your questions to keep you running smoothly.
  4. Testing: All throughout the process of training we test your data together to ensure that your rating, driver pay, and settlements are functioning as intended. The final stage of testing, typically the week before “go live,” involves running your old system and new system side-by-side to ensure that everything is functioning properly.