| Tracking workflow audit | Review of order journey, carrier events, support handling, customer communications, and reporting gaps. | Audit report and findings summary | Discovery and baseline review | Order flow, platform access, sample tickets |
| Status event map | Normalized status terms, customer-facing language, exception categories, and escalation triggers. | Status matrix | Strategy and setup | Carrier list, fulfillment rules, support policies |
| Tracking page requirements | Content, layout, status fields, help links, account logic, and brand messaging requirements. | Implementation brief | Setup and implementation | Brand guidelines, platform constraints |
| Notification workflow | Email, SMS, helpdesk, or customer-account notification rules aligned with order milestones. | Notification plan | Implementation | Approved copy, channel preferences |
| Exception handling playbook | Rules for delays, failed delivery, missing scans, returns, address issues, and carrier escalations. | Support playbook | Operations setup | Escalation contacts, policies |
| Reporting dashboard | KPI view for ticket drivers, exceptions, tracking coverage, delivery visibility, and trend review. | Dashboard or report template | Reporting and optimization | Data sources, KPI definitions |
| Quality assurance checklist | Test orders, tracking links, notification triggers, data validation, and handoff checks. | QA checklist | Before launch and ongoing | Test orders, approval access |
| Ongoing support documentation | Standard operating procedures, roles, review cadence, escalation rules, and improvement backlog. | SOP and knowledge base | Managed service | Team responsibilities, review feedback |