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  • Basic GL Coding: Client provides simple coding based a combination of items such as: Inbound, Outbound, Third Party, by shipping/receiving location, inter-company transfers, etc. This is the most basic form of coding with very simplified rules.GL Coding by vendor: Client provides us with a vendor master list (which they maintain and update) with GL codes per vendor that are then applied in the system via scripts.GL Coding by accessorial charge: Accessorial charges can be allocated to a separate GL code provided by the client which differs from the GL code applied to linehaul and fuel charges.GL Coding by BOL, PO, or other reference: GL Coding can be split by percentages based on the count of BOL, PO or other references numbers on a particular shipment.GL Coding by Product/SKU: GL Coding can be applied at the product/SKU level via scripts.GL Coding from Data File: Client provides daily file of all shipments with the GL Code included in the file. The code is then uploaded through scripts directly to the TI system. This helps on accounts with very specific, detailed rules that cannot be clearly defined.

R19 powerpoint R19 powerpoint Presentation Transcript

  • Creating Game-Changing Advantages with World Class Supply Chain Solutions An In-Depth Look at Transportation Insight Client Review Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • The Lead Logistics Provider You know your business. We know logistics. Overview: • Headquartered in Hickory, NC • Secondary corporate facilities in Charlotte, NC and Bentonville, AR • 40+ Sales and Client Support Offices across North America • Founded in 1999 – 43% growth since 2008 • 4 Straight Years – Inc. 5000 list of Fastest Growing U.S. Privately Held Companies • 30th Among North Carolina’s Top Private Companies in 2011 • Partner with USEPA SmartWay™ Client Review Introduction Enterprise Solutions Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Enterprise Solutions Unmatched expertise and technology to help you dominate your market. Logistics Solutions LEAN Solutions Sourcing Solutions Co-managed Logistics LEAN Execution Packaging Supplies • • • • • • • LEAN Training Value Stream Mapping Kaizen Events LEAN Leadership Development QuikSigma™ (Six Sigma) • • • • Organizational Development • • • • Strategic Carrier Sourcing Continuous Improvement Financial Settlement • Freight Payment and Audit Technology • Multi-faceted Transportation Management System – Insight TMS® Business Insight • Reliable, actionable business intelligence • • • • Leadership and C-Level Coaching Succession Planning 7 Habits of Highly Effective People 360° Feedback Program Corrugated Poly sheeting and bags Stretch Film, Shrink Film Strapping, Shipping Labels Indirect Material Office Supplies Commercial Printing Business Forms, Cards, Stationery Document Disposal MRO • • Electrical Supplies, Lighting Fasteners Industrial Rubber Supplies Benefits Introduction Benefits More Profit Increased Control Enhanced Visibility Saved Time Improved Customer Service Client Review Benefits Increased Quality Improved Delivery Enhanced Culture Reduced Cost Hard Dollar Savings Focused Resources Improved Supplier Service Reduced Cost of Ownership Enterprise Solutions Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Co-managed Logistics Combining your business knowledge and our logistics expertise to produce winning results. Service Needs Assessment Strategic Carrier Sourcing Contract and Rate Administration Claims Processing Outsourced Execution Options Warehouse Sourcing Continuous Improvement Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Assessment Approach Diagnosis before Prescription. Achieve Supply Chain Excellence. Data Analysis • Collect sampling of freight invoices • Review carriers, suppliers, and customers • Analyze all transportation modes and shipping patterns On-site Assessment • Walk the logistics value stream of your organization • Order-to-cash • Vendor to Distribution Center • Distribution Center to Customers • Learn and understand your business needs and goals • Diagnose gaps in cost, service, and efficiency by listening to your supply chain personnel Solution Design • Validate and evaluate our findings with you • Offer tailor-made solutions based on your business needs and goals Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Carrier Relationship Management Our extensive carrier base and vast industry expertise is your advantage. Carrier Sourcing and Qualification • Extensive carrier evaluation process: • • • • • Network fit Service level Safety (CSA) Liability coverage Meshing carrier network with shipper needs to achieve win-win Carrier RFQ Management • Rigorous approach to conducting RFQs • Analyze results, negotiate adjustments • Determine optimal collection of carriers to meet your operational, service and cost objectives Carrier Contract and Rate Administration • Administer and maintain all rates upon completing negotiations • Control all client rate publications • Centralized visibility to all rates and contracts Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Claims Processing We do the legwork. You reap the benefits. You: • Enter a claims notification through our interactive tool – Insight Claims™ Transportation Insight: • Files the claim • Tracks the claim • Settles the claim • Provides visibility and reporting to all stakeholders Results: • More expeditious process • Reduced claim volume and expenses • • Introduction Root cause identification Process improvement recommendations Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Warehouse Sourcing Position your inventory to reach your customers quickly. • • • • • • • • • • • • • Warehousing – Short Term and Long Term Cross Dock Services Item Level Case Fulfillment/Repack Product Replenishment Display Assembly Specialized Packaging and Handling Product Inspection and Testing Basic Product Assembly/Sub Assembly or Repair Product Labeling/Sticker Application (RFID)/Price Ticketing Barcode Printing and Labeling Product Reconfiguration Retail-Compliant Shipping Returns Processing Services Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology : A hosted, scalable Transportation Management System. Optimization • Identify the best order grouping, optimal mode and service provider, and ideal route Execution • Tender shipments to carriers; create and store critical shipping information Visibility and Collaboration • Track and trace shipments; send shipment status notification to multiple parties Configurable, Modular and Scalable Optional System Integration Supports cost reduction, streamlines shipment execution, and improves visibility and responsiveness across your supply chain. Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology - Optimization Insight TMS® • Order Optimization • Route Optimization • Mode Optimization • Carrier Optimization Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology – Optimization – Rate Shop Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology – Execution Insight TMS® • Load Tender • Spot Quotes • Bid Board • Shipment Document Management Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology – Execution – BOL Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology – Visibility and Collaboration Insight TMS® • Shipment Tracking • Vendor Collaboration • Customer Collaboration Vendor Compliance Optimization Introduction Co-managed Logistics Execution Technology Financial Settlement Tracking Visibility / Collaboration Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology – Visibility and Collaboration Shipment Tracking Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Technology – Visibility and Collaboration Vendor Compliance Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Financial Settlement Transportation Insight: A trusted freight payment and audit partner. Freight Bill Audit • All invoices audited to within $0.05 of contracted rates • Capture and correction of errors on 3.72% of all freight invoices processed in 2011 General Ledger (GL) Coding • Simple and complex scenarios supported • Greatly reduces time and effort spent properly coding Consolidated Electronic Billing • One electronic invoice per week Carrier Payment • Invoices processed in an average of 2.26 days from receipt Guaranteed Service Refunds (GSR) Freight Accruals Introduction Co-managed Logistics Technology Invoice Auditing Financial Settlement GL Coding Solutions Business Insight Accrual Reporting LEAN Solutions Sourcing Solutions Next Steps
  • Financial Settlement Invoice Audit Process. Timely, Accurate and Transparent. Day 1 Carrier Invoice Audit and Payment •Carrier Picks Up Freight The following is a partial list of items addressed through the Transportation Insight audit process: Day 2 Day 5 •Carrier Issues Freight Invoice •Transportation Insight Receives Carrier Invoice •Process Freight Invoice Day 12 •Audit for data accuracy •Re-rate to common base rate •Calculate savings and commission •Perform quality check •Prepare electronic and paper copies •Submit to client for payment • • • •Transportation Insight Day 19 Receives Client Payment Day 20 Day 23 • • • • • • • • • • • • • • • • • • • •Pay Carriers Required documentation is provided by the carrier. Freight invoice is date stamped the date received. Freight payment terms audited against the Bill of Lading. Bill of Lading # compared against the Bill of Lading. Weight and Class compared against the Bill of Lading (variances require Inspection Certificates from carriers). Validation that the location billed for the freight (shipper, consignee or TPB) belongs to client. Validation of origin city, state and postal code against USPS (or Canada Post for Canadian shipments). Validation of destination city, state and postal code against USPS (or Canada Post for Canadian shipments). Double-keying of Pro Number to ensure validity. Double-keying of Total Charges to ensure validity. Received date must be greater than the pickup date. Pickup date must be within date parameters set by customer. Client-specific checks (PO#, Acknowledgement #, GL Coding, etc.). Bill of Lading # must fit pre-defined client format if client has a specific format. PO # must fit pre-defined client if client has a specific format. Pro Number keyed must fit pre-defined format by carrier (concerns length and position of letters/numerals). Mode keyed by carrier must fit pre-defined selections set up by carrier in our system. Duplicate check made by carrier/Pro Number as well as by customer/Bill of Lading number (outbound shipments) and customer/PO Number (inbound shipments). Total weight must match sum of freight detail from the invoice. Actual class of the merchandise must be within ranges set for a customer (separate ranges inbound and outbound). Audited amount must match within tolerances set on a customer-by-customer level. This audit considers: Base rates, actual class, individual item weights, total shipment weight, class exceptions, accessorial charges and waivers, whether the carrier services the origin direct or joint-line, whether the carrier services the destination direct or joint-line, fuel surcharge. Calculate charges for the selected primary, secondary and tertiary carrier and compare to carrier that hauled the freight. •Carriers Receive Payment Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Financial Settlement GL coding solutions to fit your needs. Simple Solutions • • • • By Location (Inbound, Outbound, Third-Party) By Job Number, BOL or PO By Mode By information provided in BOL data file Complex Solutions • • • By SKU By Accessorial By stop (on multi-stop invoices) • Client provides and clearly defines rules • Applied by Data Entry, Business Analyst, Script or combination of all Introduction Co-managed Logistics Technology Invoice Auditing Financial Settlement GL Coding Solutions Business Insight Accrual Reporting LEAN Solutions Sourcing Solutions Next Steps
  • Financial Settlement Best-in-Class Accrual Reporting • Eliminate the headache of chasing carrier invoices to close out each month • Accurately forecast transportation costs • Customizable to specific client parameters Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Business Insight If you can measure it, you can manage it. Customized, insightful reporting. Insight Now • Real-time information identifying optimal shipment routing, in-transit tracking, and financial settlement information Historical Insight Before • Customized reporting that identifies trends, uncovers missed opportunities, and propagates continuous improvement Future Insight • Engineering and consulting expertise providing network analysis, supply chain planning, and strategic business support All Modes All Locations International LTL Metrics Introduction Co-managed Logistics Technology Financial Settlement After Truckload Metrics Business Insight Parcel Metrics LEAN Solutions Least Cost Reporting Sourcing Solutions Next Steps
  • Business Insight – All Modes All Modes All Locations International LTL Metrics Introduction Co-managed Logistics Technology Financial Settlement Truckload Metrics Business Insight Parcel Metrics LEAN Solutions Least Cost Reporting Sourcing Solutions Next Steps
  • Business Insight – All Locations All Modes All Locations International LTL Metrics Introduction Co-managed Logistics Technology Financial Settlement Truckload Metrics Business Insight Parcel Metrics LEAN Solutions Least Cost Reporting Sourcing Solutions Next Steps
  • Business Insight – International All Modes All Locations International LTL Metrics Introduction Co-managed Logistics Technology Financial Settlement Truckload Metrics Business Insight Parcel Metrics LEAN Solutions Least Cost Reporting Sourcing Solutions Next Steps
  • Business Insight – LTL Metrics All Modes All Locations International LTL Metrics Introduction Co-managed Logistics Technology Financial Settlement Truckload Metrics Business Insight Parcel Metrics LEAN Solutions Least Cost Reporting Sourcing Solutions Next Steps
  • Business Insight – Truckload Metrics All Modes All Locations International LTL Metrics Introduction Co-managed Logistics Technology Financial Settlement Truckload Metrics Business Insight Parcel Metrics LEAN Solutions Least Cost Reporting Sourcing Solutions Next Steps
  • Business Insight – Parcel Metrics Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Business Insight – Least Cost Reporting Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • LEAN Solutions Total Insight. Achieve and Sustain Excellence. Areas We Can Help: • LEAN Execution • • • • LEAN Training and Leadership Development Value Stream Mapping Kaizen Events QuikSigma™ (Six Sigma) • Organizational Development • • • • Leadership and C-Level Coaching Succession Planning 7 Habits of Highly Effective People 360° Feedback Program Eric Lail, Vice President - LEAN Performance Solutions, conducts a Lean Certification course. What You Can Expect: • A lifeline to help pull your business clear of operational rough patches and to help it survive turbulent business cycles Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps
  • Sourcing Solutions Thinking outside the box to reduce supply chain related costs. Areas We Can Help: • Packaging Supplies • Indirect Material • Maintenance, Repair and Operational Supplies What You Can Expect: • Co-managed solutions – we recommend, you decide • Typical savings range from 10-25% • Solutions to meet or exceed your quality and service requirements • Fast, timely project completion • Assistance with implementation and supplier transitions • Ongoing price monitoring with regular updates Introduction Co-managed Logistics Technology Financial Settlement Business Insight LEAN Solutions Sourcing Solutions Next Steps