Observe, Absorb and Adapt Completely Understand the Organizational Mission and Main Goals Experience the Culture Develop Plans to Facilitate Change Maximizing Positive Impacts
Ongoing Evaluations Previously Identified Issues and Tasks Address the Current Prioritized Issues Future Incidents and Issues Research Existing Processes and Environments Standard Operating Procedures Continuing Education and Training Software Packages and Implementations Website and Social Media Platforms Software Integrations (File Based, EDI) Physical Infrastructure Data Backup and Recovery Plans Software/Process Change Management and Version Management Incident Reporting and Tracking – Call Center
Reporting Financial Human Resources Operations Miscellaneous Invoices Tax Compliance Fixed versus Variable Cost Analysis Cost/Expense Allocation Procurement Analysis Human Resources Operations Scanning and Uniformity of Forms and Reports Auto-Fill and/or Pre-Fill on-Line Entries Standard BOL Processing and Compliance Standard Manifesting and Compliance Export Documentation Miscellaneous Driver Productivity Support Resolution Details Consumable Usage Distribution of Documents/Reports Scheduling Reporting Jobs Distribution Channels for Reports Exporting to Spreadsheet
Trucking Dispatch Operations Routing Algorithms and Evaluation Route Change Management Load Transitions and Required Verification Data Transmission Support Tracking Maximize Productive Asset Utilization Drop Shipments Consignments Partner Carriers Parcel LTL Specialty Hazardous Oversized
Trucking Quote Management and Optimization Customer Contact and Relations Quote/Bid Generation Direct B2B Freight Brokers Retail/Consumer Quote History Systems Quote Recommendation/Automation Potential Profit Maximization Based on Quoting Customer Financing Asset Tracking and Maintenance Maintenance Schedules Trucks Trailers Containers Compatibility
Trucking Driver Safety and Compliance Expense Management Log Audits Insurance Legal Taxes Incident/Accident Resolution Expense Management Fuel Mileage Incidental Expense Report Validation and Approval Reimbursement
Trucking Communications Milestones Task/Schedule Change Execution Identifying Crossing Milestones and Event Triggering Task/Schedule Change Execution Change Impacts on Pricing/Profits Fee Reduction - Charge Backs Phone Usage and Contract Optimization Email Usage and Optimization Public Private Security Mobile App Usage and Optimization Instant/Text Messaging and Alerts
Warehouse Management 3rd Party Logistics (3PL) Yard Management Dock Scheduling and Management Inbound Operations and Processing Advance Notice of Inbound Shipments Unloading Plans for Optimization Inventory Management Outbound Operations and Processing Advance Notice of Outgoing Shipments Trailer/Container Capacity Management Cross-Docking - LTL Value Added Services
Potential Opportunities Blockchain – Distributed Ledgers and Supply Chain Education Financial Transactions Component Tracking - Serialization Social Media Data Capture, Storage, and Usage Search Ranking Web Address Evaluation and Expansion TMS Selection – Improve How TMS Algorithms Rate Value Added Services Assembly Custom Labeling - Amazon Real-Time Tracking - RFID Sensitive or Perishable Loads Temperature Verifications Stability Verifications (shock or impact monitoring)