Migration readiness checklist

Use this checklist before you start talking to vendors. Every item you can answer now saves time in discovery; every item you cannot answer is something to find out first.

Your operation today

• How many vehicles, drivers and dispatchers do you have, and how many trips a month?
• Which share of bookings comes by phone, app, web, corporate accounts and partners?
• What happens at your busiest hour, and how are exceptions resolved?
• Which ride types have special rules: airport, large vehicles, corporate, patient transport, school runs?

Your current system

• Which data can you export (customers, addresses, accounts, booking history, drivers, vehicles, zones, tariffs), and in what format?
• What do your contract and notice period say about leaving and about your data?
• Which channels depend on the vendor, such as a shared app or the phone system?
• Which hardware is in the cars, and who owns it?

Integrations

• Taximeters and fiscal devices in use
• Payment providers and card terminals
• Accounting and ERP exports
• Phone numbers, call routing and any automated phone booking

People

• Who leads the switch internally, and who is your IT lead?
• Which dispatchers and drivers would join a pilot?
• In which languages do training and support materials need to be?

Money

• How are cash, card, corporate invoices and driver payouts reconciled today?
• What is your budget over three years, including setup and migration?

Decisions

• What must be true before a pilot starts?
• What would make you pause a stage?
• Who takes the go/no-go decision at each stage, and for a co-operative, how do members approve it?

When you have worked through the list, talk to us about your operation. We will go through it with you and your IT lead.