Whip Around Implementation Roadmap

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Whip Around Implementation Roadmap

At Whip Around, we serve hundreds of thousands of users and assets worldwide across all commercial fleet industries.

So we know a thing or two about the fleet management software space.

And when speaking with fleet managers, we hear one thing repeatedly: They’re hesitant to implement a new fleet software because of the time, effort and headaches required to do so.  

That’s where Whip Around’s different. Not only do we offer a powerful fleet maintenance software solution that connects drivers, mechanics and fleet managers while automating maintenance and improving uptime across their operations — the tool is extremely easy to implement and use. 

We don’t expect you to take our word for it, which is why we created this Implementation Roadmap. This way, you can familiarize yourself with our time-tested process for onboarding new customers and setting them up for success right out of the gate.

Pre-implementation preparation

One of the beautiful things about Whip Around is its versatility — our customers use it in a wide variety of ways, surprising even us sometimes with their creative use cases. 

Which is why we like to start by helping you tailor the solution to suit your fleet’s unique needs.

Is your fleet suffering from the pitfalls of paper processes, such as misplaced reports, disorganized records or drivers pencil-whipping forms? Whip Around’s implementation experts will show you how to turn that around. 

Or perhaps you’re having trouble staying on top of preventive maintenance with no ability to automate and track service schedules, maintenance reminders and work order management? 

They’ll show you exactly how to tackle that as well. 

Once the Whip Around team is familiar with your organization — your pain points, challenges and processes — they can help you:

  • Integrate Whip Around with your existing fleet management system
  • Create a training plan and process for team members who will be using the platform
  • Communicate with key stakeholders on changes to processes and operations 

Meeting your implementation manager 

First things first, you’ll need to get acquainted with your main contact for the implementation phase.

Your implementation manager will be your trusted guide as you onboard and train your team with Whip Around. At this stage in the process, you can expect:

  • A welcome email from your dedicated manager 
  • A kickoff session for planning and training

We will use the session as an opportunity to understand how your team defines value, identify who will be training your drivers, and select members of your team to attend the training sessions.

Getting started with Whip Around

Once you’ve determined who will be using Whip Around and what they’ll be doing, it’s time to set up your accounts. This includes configuring user permissions, selecting notification preferences, and ensuring each member of your team is able to log in to both the browser and mobile app versions of the platform.

Thanks to customizable user permissions, you can define roles for various team members however you see fit. This means setting different access levels for different users to ensure data security.

Getting people and assets ready to go

Before you can begin executing inspections and automating your maintenance processes, you’ll need to get your drivers, mechanics and assets into the system.

Fortunately, this is simple — and our Implementation team will be there to guide you.

This step includes getting profiles set up for your drivers and mechanics, then training them on how to use the app. We’ll also walk you through building and customizing inspection forms, uploading important driver documentation, and managing any defects found during inspections. 

Executing inspections and maintenance processes

One of the things that sets Whip Around apart from other fleet inspection and maintenance tools is its intuitive, easy-to-use interface. Even older, technology-averse drivers get the hang of it quickly.

That being said, our team will walk you and your drivers through the digital inspection process to ensure every base is covered for each pre-trip and post-trip inspection — and what happens after that.

You’ll also come away with tips for conducting efficient, accurate inspections, including how to leverage mandatory photos and add comments to specific defects to ensure no stone is left unturned.

If you’re using Whip Around for maintenance as well as inspections, the Whip Around team has you covered there, too. You’ll learn how to create maintenance workflows within the platform to easily manage defects, preventative maintenance programs, work orders, and automated reminders. 

Our team will also show you how to leverage dedicated modules for parts and inventory, vendors, and fuel management so you’re ready to hit the ground running on day one. If you signed up for Whip Around Wallet, be prepared for a tutorial on that useful future as well. 

Utilizing Whip Around’s reporting dashboard

Whip Around starts collecting a vast amount of important fleet data the moment you begin using it. 

But if you don’t know what to do with that data, what’s the point?

That’s why our Implementation team will show you how to use Whip Around’s custom dashboards, which enables users to zero in on and analyze the most crucial performance metrics, from vehicle inspection details and maintenance history to fuel consumption trends and more.

Once they’ve filled you in, you’ll be able to:

  • Utilize pre-built charts and graphs to gain immediate insights into essential fleet maintenance data. 
  • Use real-time fleet analytics to identify trends and patterns.
  • Export and share custom dashboard data and charts in various formats, such as CSV and Excel.

Starting your Whip Around journey

Once you’ve finished implementation, you may be ready to spread your wings and fly — but that certainly doesn’t mean goodbye. 

Whip Around’s world-class Customer Success team is always a click or a tap away, ready to help you troubleshoot issues, explore different use cases or simply listen to your feedback. 

The Whip Around Help Center is a great resource as well, complete with hundreds of training articles, a useful set of FAQs and even a glossary of commonly used fleet management terms.

In a nutshell, that’s it! Since every customer uses Whip Around in its own unique way, it’s impossible to offer a one-size-fits-all implementation roadmap. 

But this should provide a clear overview of what you can expect when you decide to work with the worlds easiest-to-use fleet inspection and maintenance software. 

And once you’ve successfully implemented Whip Around, stronger fleet performance, enhanced team communication, better decision-making and improved safety and compliance outcomes won’t be far behind.

Book a demo today to see how Whip Around can streamline and automate your inspections and maintenance processes. 

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