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TrackAbout's Implementation Guide

March 14, 2023 by Angela Toland

Managing your returnable assets is easier than ever thanks to TrackAbout’s intuitive tracking software. But it is important that users understand the implementation process to ensure they get maximum value when using its various modules and features.

Active communication between implementers and customers from the early stages of the onboarding process is really important. This allows TrackAbout’s Implementation Team to understand your needs better and provide the best possible support. It also provides customers with valuable first-hand tips on the software’s best features and some of the most common mistakes to avoid.

Here’s a simple guide from our Implementation Team that will help you make the most of your TrackAbout experience.




Before You Start

During Implementation

Maximizing Value


Before You Start

There are a few simple steps we recommend our customers take ahead of implementation to ensure a quick and easy transition into our asset tracking software.

  • Dedicated know-how teams. Identify a team to train on how to use the TrackAbout Dashboard and another to learn how to scan assets. This ensures that several people are thoroughly acquainted with the product’s features and can then pass on that knowledge when needed.

  • Ensure a stable Wi-Fi or mobile network connection. Make sure you have a reliable internet connection on all devices ahead of implementation to avoid any delays or interruptions.

  • Clarify your main objectives. Let the implementation team know how you plan to use your software so they can better support you moving forward.

  • Appoint a TrackAbout Admin Manager. Nominate a team member to lead the process at your organization before, during, and after implementation. This avoids confusion on the best point of contact for TrackAbout implementors and helps communication.

We find these steps smooth the process and help to avoid issues early on. Not allocating the right resources to the project, failing to appoint a project leader, and not focusing on how your different business units will use the software are common mistakes.


During Implementation

Every business is unique, so the time it takes to complete the TrackAbout implementation process varies depending on the number of assets that will be tracked, the modules that are purchased, and the employees that will need to be trained on how to use the software.

Here’s a breakdown of the main stages our implementation team uses for TrackAbout’s Tracking module:

  • Kick-off Meeting. TrackAbout’s team meets with you to confirm your main objectives, determine the project timeline and identify project leaders.

  • Data gathering and configuration. During this step, we configure your TrackAbout environment and work together to gather the information that will be bulk loaded into TrackAbout. We also continue to learn about your processes to help create a complete workflow.

  • Registration. Users will start scanning after all data is uploaded. This process requires users to collect all relevant asset information and physically scan the asset into TrackAbout’s database.

  • Internal Tracking and Fill. During this stage, we track movement to vendors, suppliers and other branch locations. The filling process changes assets from empty to full.

  • Distribution. This details the process of moving assets from an ‘in-house' location to a customer’s location.


Maximizing Value

In addition to our Tracking module, TrackAbout offers many innovative features that can help enhance and simplify your business operations. Make sure you are making the most of our software by following these tips:

  • Subscribe to our Release Notes. These are regularly released and provide important information about new features and add-on products that are available.

  • Make the most of the Customer Success Reviews. Those take place bi-annually and offer a helpful review of how you’re using TrackAbout and how you can get the most out of the software.

  • Subscribe to the TrackAbout Blog. Our blog is regularly updated with articles offering insight, useful suggestions, and answers to Frequently Asked Questions.

  • Discover your Dashboard. Practice makes perfect. Familiarize yourself with the layout of the dashboard and be sure to try out the various features. TrackAbout is only as good as the data. The TrackAbout Admin needs to review the dashboard every day to ensure success.

Ready to streamline your company's operations? Request a free TrackAbout demo today



Topics: Returnable Containers, Asset Management

Written by Angela Toland