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The following is a presentation on Carrier Logistics and our related products. It is intended for use as a promotional tool only. Information contained.

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Presentation on theme: "The following is a presentation on Carrier Logistics and our related products. It is intended for use as a promotional tool only. Information contained."— Presentation transcript:

1 The following is a presentation on Carrier Logistics and our related products. It is intended for use as a promotional tool only. Information contained within; in whole or in part is subject to change without notice. Welcome to a short presentation of our corporate material. A simple mouse click will take you to the next slide, so you can advance at your leisure. We encourage you to click on any of the blue links at anytime to get greater detail on the subject. Click to begin. © Carrier Logistics Inc. All rights reserved.. Developed by Carrier Logistics

2 The Industry Leader in Solutions for Transportation and Logistics for 32 years

3 CLI has been providing solutions to the transportation industry since 1972. We know computers. But more importantly, we understand the transportation industry and the people who work in it. We are more than a vendor - we are a partner. We've made it our jobs to provide effective, advanced solutions. From dispatching, to freight bill entry, to mobile data communications, from call logging, to general ledger, to EDI transactions and Internet tracing, the FACTS2000 family of products allows you to stay ahead of the competition. All of our software can be easily tailored to fit the unique operational environments found at each transportation company.

4 Mission: To provide the most comprehensive operational and administrative software available to the Transportation industry today and beyond…

5 -LTL Carriers -Truckload carriers -Couriers -Messenger Services -Fuel Oil Distribution -Local Cartage -Brokers -Logistics Companies -Pool Distribution -Fleet companies Transportation Industries Serviced:

6 A Company managed by people who know your business J. Donald Adams, President Kenneth M. Weinberg, Vice President Business Partners References A product used by people who know their business >>

7 Partial list of References n ANC Limited n AAA Cooper Transport n Billings Transport n Byers Transportation n Cabano-Kingsway n Cargo Connection n Clarke Transport n Con-Way n Day & Ross n Dohrn Transfer n Double D Express n Gardewine North n Howards Express n Landair Express n MB Trucking Company n Mexpress Transportation n Mystic Transportation n Park-Boehles n Porter Trucking n Roadtex Transportation n Sameday Right-O-Way n Standard Forwarding n The Custom Companies n Toll Holdings n Midland Courier Back to presentation

8 Back to presentation

9 n Kenneth M. Weinberg Vice President of Carrier Logistics Inc., has an extensive background in computer systems and industrial engineering for the transportation industry. He has overseen project development for leading motor carriers, air and land freight forwarders, maritime shipping, and inter-modal carriers throughout North America and abroad for over 25 years. He was instrumental in the design and development of CLI's software products, including FACTS2000, the total transportation system. Mr. Weinberg has been quoted in the major trade and business press for his expertise on transportation logistics and is often called upon to speak at various influential seminars and industry events. He holds a Bachelor of Arts Degree from the University of Cincinnati and a Masters of Business Administration from Iona College in upstate N.Y. After graduating from college, Mr. Weinberg proudly served his country as a lieutenant in the US Army in various logistics capacities. Back to presentation

10 n J. Donald Adams President of Carrier Logistics Inc., has over a quarter of a century of industry expertise in technology and transportation. Prior to co-founding Carrier Logistics Inc., his career included working for IBM as a Systems Engineer, conducting his own management information firm, and developing and managing a data processing service bureau. With IBM, Mr. Adams was extensively involved in the midrange computer environment. He designed, programmed and implemented a variety of management information systems. Subsequently, Mr. Adams established his own consulting firm, advising clients on system hardware requirements, software design, implementation, personnel, and computer department functions. He also founded a computer service bureau providing services for the transportation industry. Mr. Adams achieved scholastic honors at Princeton University, where he earned a B.S. in Engineering Back to presentation

11 Product Support Product Training Software Design and Modification Industry Consultants Transportation Engineering Services Hardware Specification and Procurement We provide <<<Click the blue to see more!

12 24 - 7 customer support, year round provides peace of mind for your operations. A systems engineer is always on call to help your company when you need help, whether at 3:00 in the afternoon, or 3:00 in the morning. Product Support Back to presentation

13 Trainers will teach your staff how to use the system to its fullest. Training can be conducted on site at your facility, at our corporate offices in Tarrytown, NY, or over the internet. Product Training Back to presentation

14 A team of dedicated programmers, specializing in system modification and enhancement, will be part of your support team to assist in any software decisions that have to be made. Software Design and Modification Back to presentation

15 The professionals at Carrier Logistics Inc are available for industry and technology consulting. Industry Consultants Back to presentation

16 Industrial engineers, who specialize in increasing operational efficiency, will work with you to assist in reaching your company's goal. Dock studies, route designs, linehaul schedules, and work methods are all improved by Carrier Logistics Inc.'s engineering services. Transportation Engineering Services Back to presentation

17 As our FACTS2000 and ROUTRONIC can run on any operating platform, our highly trained staff members can help you determine the right hardware for your environment. Hardware Specification and Procurement Back to presentation

18 Easy Integration to legacy systems Open Platform Expandable for future growth Scaleable Customizable An automated system from pickup to delivery. Wireless communications EDI-Web enabled Multi-Company adaptable Enhanced security Operations and Administrative driven Historical info gathering Advantages of a CLI System Including General Ledger & Financials!

19 Platform for continued growth Improved coordination between departments Increased information flow Better decision making Standardized procedures A completely customized and expandable system! E-Commerce Quality Customer Care Guaranteed competitive edge Easy investment pay-back $$ Company Benefits a CLI System

20 Industry Solutions Regional, Central or a Single Site

21 Operations P&D Routing and Dispatching Tracking & Tracing Pallet Control Linehaul Dispatch and Equipment Control Dock Operations - Scanning Administration Complete Customer Service Proof of Deliveries Claims/OSD Collections General Ledger Accounts Payable Interline Payables Accounts Receivable Freight Billing Document Imaging Auto-Rating of Bills Costing Manifesting Bill Inputting Invoicing Interline/Agents Technologies Internet Options Onboard Computing EDI / XMLIntegrated Faxing Wireless Communications CLI interfaces Management reports Map Density Daily Reports Dynamic System Reports Graphical Display/Route Analysis FACTS2000 >>

22 The system includes a complete highway dispatch module. This includes equipment control, manifesting, fuel tax reporting, and driver settlements. FACTS2000 includes all parts of ROUTRONIC 2000, Carrier Logistic's premier stand-alone P&D solution. FACTS2000 is a total enterprise solution including Operations FACTS2000 includes a Complete Customer Service module! Pickup call logging is efficient and easy! Benefits Back to presentation >>

23 Operational Benefits Better P/U Response Improved Communication with Drivers Reduced Mileage Increased Stops Per Day Enhanced Planning Improved Routing Improved Productivity More efficient use of dispatchers Easy to analyze Performance Reports Improved bottom line Back to presentation

24 FACTS2000 includes a complete financial suite. Accounts Receivable designed for the LTL industry, Accounts Payable, and a complete General Ledger are all part of the system. All modules are fully integrated, and each menu selection has complete security. Customer service has all freight bill information with only a few mouse clicks. FACTS2000 Includes a Complete security. Customer service has all freight bill information with only a few mouse clicks. FACTS2000 is a total enterprise solution including Administration FACTS2000 includes a Complete Customer Service module! Benefits Back to presentation >>

25 Administrative Benefits Improved cash flow Reduction in rating errors Improved invoicing Accounts consolidation Automated accounts receivables Integration of departments Reduced overhead Improved customer service EDI – Web enabled Reduced paperwork Improved working environment Faster response time Back to presentation

26 FACTS2000 has a complete rate engine, and supports most published tariffs as well as customer specific rates. Each customer has a complete profile including discounts, minimums, accessorials, and exceptions. Statement billing, EDI, and rendition printing are all included. FACTS2000 is a total enterprise solution including Freight Billing All Freight Bill information is conveniently accessible from one screen! Back to presentation

27 FACTS2000 is on the cutting edge. Our system is immediately ready for EDI, with or without a VAN. XML options are also available. FACTS2000 is also available with a complete Internet customer service module. This includes tracing, viewing of freight charges, image retrieval, rate quotations, pickup requests, and more. Plus, you can automate E-Mail Alerts back to your shippers. FACTS2000 is completely image enabled. Document images are immediately available from tracing and for freight billing. FACTS2000 also includes a completely Integrating Faxing capacity. FAX rate quotes, manifests, POD copies, and more, plus faxes can be scheduled to go out automatically. RF, Bar Coding, and Mobile data are all part of the system. FACTS2000 is a total enterprise solution including Technologies FACTS2000 Internet Tracing Screen part of our WEB INTEGRATION Back to presentation

28 FACTS2000 keeps a complete database to allow you to efficiently report on and manage your business. From daily recap reports, load planning and driver reports to historical data summaries, the numbers are there. With the addition of Crystal software, many more ad-hoc reports can be created FACTS2000 is a total enterprise solution including Management Reports The most important decision-making information is available anytime you need it! Back to presentation >>

29 Some the hundreds of dynamic management reports built into the system n Destination and Weight Report - Provides vital information every afternoon on what freight destined for which terminals/cities is coming in off the street. It provides information on headers, specific shippers, and special handling requirements. n Pickup strip manifest - Provides a complete summary of freight coming in off the street by individual pickup units. This reduces the need to copy original bills in order to strip trailers expeditiously. n Hot Sheet - Offers a daily log of special customer requirements. n Daily Customer Activity - An alphabetical list of all customers who shipped the prior day. It also indicates the times the original pickup calls were received,. n New Customer Report - This vital demand analysis tool targets first-time pickup clients with the purpose of ensuring immediate sales follow-up. n Driver Performance - Provides an objective daily review of each driver's performance -- stops per hours, miles per stop, lbs. per man hour, stem mileage per route, and overtime percentages. This report will highlight if a driver is encountering problems that should be discussed. n Missed Pickups Report - A daily listing of all pickup calls that were not confirmed. The actual time that pickup calls are logged, routed, and dispatched is documented. n Customer Sales Report - Provides numerous breakdowns for sales analysis by geographic area, time of last pickup, service, etc. n Manifests - Daily manifests, tailored to meet company formats, are prepared for all inbound strip units, loading/city doors, and deliveries. n Special Reports - FACTS2000'S built-in QUERY language enables users without programming knowledge to generate their own custom reports. Back to presentation

30 ROUTRONIC 2000 a complete P&D system. ROUTRONIC 2000 is the solution for: Inbound Planning, Pickup Management, Dispatch, and Customer Service. Mobile data solutions are available.Inbound Planning Pickup Management, Dispatch Customer Service Mobile data ROUTRONIC 2000 is included in the FACTS2000 total transportation solution. ROUTRONIC >>

31 Inbound Planning ROUTRONIC 2000 allows you to plan computerized deliver routes hours before the freight arrives. The system auto- routes each delivery to the best route, taking into consideration such factors as special customer requirements, handling requirements, and appointment times. Mapping software is available with CLI's MapDensity product. Back to presentation

32 Dispatching ROUTRONIC 2000 allows your dispatchers to focus on driver management rather than clerical functions. Pickup calls are automatically routed to the best route. Close times are highlighted, and special requirements are flagged. As deliveries are completed, EDI records are created. The system works for single site, regional, and centralized dispatch. Back to presentation

33 Customer Service ROUTRONIC 2000 includes a complete call logging and customer service module. All customer requirements are stored in the system, allowing anyone to take a pickup call or answer customer inquiries. Back to presentation

34 Mobile Data To get even more value from ROUTRONIC 2000 you can use the system in conjunction with mobile data terminals in your P&D vehicles. This keeps all drivers in constant communication with the dispatcher - and the dispatch system. Pickups can be sent out automatically the instant they are received and delivery confirmations are recorded as they occur. Terrestrial and satellite solutions are supported. Back to presentation

35 MapDensity is a graphical “behind the scenes” density planning and route analysis tool. With MapDensity you can visualize customer locations and effectively plan P&D route areas. Sales data is presented to help management identify key geographical areas and better understand the customer base at each facility. “behind the scenes” MapDensity is designed to be used with the FACTS2000 and ROUTRONIC 2000 systems MAP DENSITY >>

36 Behind the Scenes: At the heart of the system is the use of state of the art mapping technology with grid based routing. Grid based routing is a systematic planning of pickup and delivery routing based on your service area's historical and geographic information. A grid is an engineered grouping of addresses based on longitude and latitude. The entire territory covered by your fleet is broken up into a unique grid network, which will be the building blocks for route engineering. Grids are grouped together according to historical volumes of freight delivered and picked up in each grid. Each of these groups represents a "Route". A "Route" is a geographic territory comprised of grids in a definitively ordered sequence. Once the route plan is established, freight is loaded correctly, and drivers stay in area, reducing mileage and expense. Modifications to the route plan are easily implemented. Back to presentation

37 Carrier Logistic Inc.'s CFS module is a comprehensive program used to maintain and track Custom Bonded freight from Pre-Alert, all the way through to Delivery. Highlights include: Shipments Shipments downloaded via EDI 856 and PARS transactions Date Options Dates may be entered and tracked Expanded Tracking By Container /Flight # /Master Bill /House Bill /I.T. PO /Control #. Reports Inventory /CFS /Manifest /Inland Status /General Orders Interfaces Imaging /Internet /Additional EDI /FAX /E-Mail /Invoicing Integration CFS2000 is completely integrated with the FACTS2000 total transportation solution INTERMODAL

38 Carrier Logistics Inc. has a reputation for leveraging technology in our applications. Our software solutions, including FACTS2000 and ROUTRONIC 2000, are on the cutting edge. Internet Customer Service Document Imaging EDI / XML Mobile Data Digital Mapping E-Commerce RF (Radio Frequency) Integrated Faxing Graphical Reporting E-commerce and Internet access will provide efficiency and savings for your company. WEB ACCESS >>

39 Internet Customer Service "Your website will include all these features!" Internet tracing by Pro-number, BOL, POD, and Date. View charges and current shipment status. Fully password protected. Signed POD and original BOL images are available. Pickup requests get routed directly into the dispatch module. On line Bill of Lading, price quotes, and rate requests. Accounts receivable and payment inquiries. Back to presentation

40 Document Imaging "Your website will include all these features!" Side by side billing and freight bill auditing. Immediate document retrieval. Integrated faxing. Rendition printing (invoices with PODs/BOLs attached). Documents available on the Internet Back to presentation

41 EDI / XML "Your website will include all these features!" Electronic Data Interchange allows you to obtain shipment data electronically, and automatically provide your customers with shipment status updates and invoices. EDI files are compliant with ANSI X12 standards, and do not lock you into using a VAN. XML options are available. Back to presentation

42 Mobile Data "Your website will include all these features!" On board computing including satellite communications. Dispatch stops to the driver even when the driver is not in the truck. Obtain real time POD information directly from the driver. Paging options Back to presentation

43 Digital Mapping "Your website will include all these features!" MapDensityMapDensity allows route optimization and engineering. View current location of all drivers. Sales data and customer masters also can be mapped. Back to presentation >>

44 E-Commerce "Your website will include all these features!" All of CLI's products are open systems capable of E-Commerce. Automatic E-Mail alerts can be sent to shippers with status updates. Appointments are reconfirmed. Back to presentation

45 RF (Radio Frequency) RF allows the dock to scan freight to obtain loading information and create tracking records. Manifests are updated as freight is actually loaded. Tracking is recorded on the piece level.. Integrated Faxing Fax quotes, manifests, and more directly from the system. Graphical Reporting OLAP / Executive Information System. Back to presentation

46 Brokerage System Brokerage Overview The broker system is generally used by Non-Asset based companies to control shipments which will be picked-up and delivered by trucking companies. It is essentially a dispatch control, but rather than be concerned with productivity, the goal is to manage the outside carriers to ensure that the work is done. Non-Asset based companies use the system to schedule pickups and deliveries of shipments as though the trucking facilities are part of the company. Brokerage firms can use the system to track freight movement as well as billing information. This system is also available to LTL companies with departments specializing in Truck Load or Brokerage moves. Freight Forwarders Customs brokers 3 rd party Logistics Ideal for: BROKERAGE

47 Brokerage System Freight Forwarders Customs brokers 3 rd party Logistics Ideal for: The system allows users to provide a Quote, Create a Pickup, and Trace Shipments. Historical Information can be accessed to view previous moves from a particular shipper, or even canceled trips. Shipments can be moved from an LTL system to the Brokerage System in a seamless manner. Freight Bill Entry and Reporting can also be accomplished to provide information regarding accounts payable and receivable. The system will also keep records for Dropped Carriers to track trucking companies that may not be achieving proper service levels for picking up freight.

48 Brokerage System Some of the features are: n Quote entry n Pick up creation n Menu views n Tracing n Recent moves n Freight bill entry and update n Multiple reports n Billing recap Freight Forwarders Customs brokers 3 rd party Logistics Ideal for: This module can be purchased separately or in conjunction with FACTS 2000.

49 Pricing your investment ROUTRONIC2000 “ The operations solution” Operations City Dispatch Order Entry/call logging Pick Up Verification Routing Dispatch Management Delivery Planning Dock Management Manifesting Highway/Line Haul Equipment Maintenance Trip Control Fuel Taxes Driver Settlements Numerous reports Financials Freight Billing Rating Manifesting Accounts Receivable Collections Invoicing Cashiering Interline – Payables Accounts Payable General Ledger Administration Sales Analysis Reporting Tracing Appointments OS&D Pallet Control FACTS2000 “The complete solution” Operations City Dispatch Order Entry/call logging Pick Up Verification Routing Dispatch Management Delivery Planning Dock Management Manifesting Highway/Line Haul Equipment Maintenance Trip Control Fuel Taxes Driver Settlements Numerous reports

50 Software pricing Software pricing is based on many factors including whether you require a single, regional or global license, how many users you will have and the number of optional modules you desire including, for example, if you want web access or not. Our representatives will be happy to do an analysis of your needs and quote you a competitive price. CLI prides itself on our products and service. We do not sell “off the shelf” solutions. Our products are tailor-made to adapt to your environment; not ours. Click to see more other considerations and options ROUTRONIC2000 “The operations solution” FACTS 2000 “The complete solution”

51 Pricing Modules are not included in standard pricing All pricing is in US funds PROGRESS is the required solution to ensure integration and expandability of your investment. For more info on how Progress will facilitate your integration, click here.here. Considerations include Purchasing development licenses Creating databases per workgroup, user or enterprise Cost of implementation Training & workshops Maintenance & support New hardware

52 Optional modules Routronic and FACTS 2000 Options n EDI – Tailoring n Wireless Interfaces – MDT n Paging Module - n Broker Module - n Map Density Module - n Warehousing Module - Modules are not included in standard pricing All pricing is in US funds Interfaces n SMC3 – RATEWARE or CZAR LITE n Interface EDI n Imaging Interface What else do you need?

53 n WEB –Enabling (Base system) Trace by PRO, BOL, PO # LOGIN (add trace by date range and offer more information to view) Web Pickup Request View Images (integration not included if extra) n Rate Quote Module: Allows shipper to get rates according their established tariff and discount n A/R Module: View Charges on Line Account Receivable Inquiry Payment Inquiry Weekly Invoice Inquiry Modules are not included in standard pricing All pricing is in US funds Project considerations Is your system going to be Internet accessible? WEB Access Modules

54 n POD Module: POD Entry for Interline by pronumber POD Entry for Interline by I/L reference number POD Split Report POD Entry for Interline by select n BOL Module: On Line BOL Form Creates Quote in system Allows shipper to print completed BOL Prices shipment and shows rates to shipper (if activated) In the future will allow a pickup to be created Modules are not included in standard pricing All pricing is in US funds How accessible? Additional WEB Access Modules Project considerations

55 Project considerations Implementation Project Implementation will require a site survey. It will require programmers, senior consultants and other support staff to be on site during the planning, implementation and set-up phase. These are cost considerations that must be taken into account. Your company will need to assign a Project Manager to this venture. This may require juggling staff to accomplish this short term requirement.

56 n Data conversion – how much work is there to adapt our system to yours? n Project management – who from your company will be assigned full time to the project? n Communications – data lines; internet providers; all things to consider n Hardware (based on DELL Linux/windows) –Installation and set-up of hardware –Customization of City databases (streets, ZIP or Postal codes) –Other required Interfaces to existing modules –Engineering services for current operations n Training - usually requires 2 full –day classes minimum n Customization of Tariff databases (SMC – Czarlite or other) Project considerations Programming

57 n Faxing Software (Visifax recommended) n Report writer software (Crystal recommended) n Web speed (from PROGRESS) needed for WEB access n Terminal emulation (Kermit 95) n Progress system management software n Disaster recovery software (FATHOM recommended) Project considerations Software Software licenses are required

58 Operational Benefits Better P/U Response Improved Communication with Drivers Reduced Mileage Increased Stops Per Day Enhanced Planning Improved Routing Improved Productivity More efficient use of dispatchers Easy to analyze Performance Reports Improved bottom line

59 Administrative Benefits Improved cash flow Reduction in rating errors Improved invoicing Accounts consolidation Automated accounts receivables Integration of departments Reduced overhead Improved customer service EDI – Web enabled Reduced paperwork Improved working environment Faster response time

60 We know computers. But more importantly, we understand the transportation industry and the people who work in it… 24 hours a day; 7 days a week -Training -Programming -Customization The Industry Leader in Solutions for Transportation and Logistics for over 30 years Experts in

61 Thank you for taking the time to view our promotional material. If you have any questions or comments, or would simply like more information, please contact us at gmsnyder@sympatico.ca, or visit our web sit at http://www.carrierlogistics.comgmsnyder@sympatico.cahttp://www.carrierlogistics.com To start this presentation again, click here


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