What does initiating a partnership with Quest look like? The onboarding process between Quest and our clients helps both parties understand each other, along with how we as a company can ensure a smooth process. Ultimately while each client has different needs, the onboarding process is generally similar.
Before starting any services for our clients, the process begins with engaging potential clients and creating a unique profile for their company. This step helps Quest understand existing service requirements and operational gaps based on capabilities or geography.
After gathering scope details and information, Quest will formally draft a Master Services Agreement (MSA) and Statement of Work (SOW) outlining the following:
Customer requirements can range depending on the services required. Our team documents the business case, the general project scope, timeline requirements, and customer financial objectives during the solution development phase. This allows us to understand the project's direction and the parameters to stay within while providing the right deliverables for our customers.
The SOW includes information on resources, training requirements, and certifications our team at Quest needs to execute the project.
Once this documentation is created, it is sent to our clients for review and approval.
Next, agreements are culminated for review, approval, and customer execution with both the:
Once agreements are finalized and executed, our team is then notified of their roles and responsibilities to prepare for the client’s project. Any project assets are loaded into the case management system.
Lastly, we implement the project itself. This is where we integrate the client’s written and observed processes into our document control system with software, documentation, training, and live data entry into our service management systems.
Administrative tasks include:
Once our team understands their roles and responsibilities, they begin training for all aspects of the project.
This requires:
If required, we launch a pilot program to validate project parameters.
During this phase we:
Finally, after all elements have been mutually agreed to we can begin full production of the project. Once service begins and the Quest Program is fulfilling all customer requirements, deliverables are reviewed using customer specific metrics and any residual adjustments are made to the processes as needed.
Once finalized, the onboarding process is concluded and the program is considered to be in steady state. Onboarding programs can range anywhere from 30-90 days depending on the number of products required for transition and the amount of validation required during the transition process.
Learn more about the logistics process at Quest here. MAR-880 REV 1.0