The document describes the DSI Transport Manager, a comprehensive tool designed to streamline the dispatching process from quoting to invoicing. It highlights common pain points in traditional methods, such as inefficient communication and redundant data entry, while demonstrating how the software enhances efficiency through centralized data, real-time updates, and improved communication among dispatchers, drivers, and managers. Key benefits include significant time and cost savings, better decision-making from data analytics, and reduced operational inefficiencies.

1. DSi Transport Manager ®
Presented by Carolyn Lee
Specially prepared for Slideshare

2. Current Dispatching Environment
• Handwritten forms and paperwork for dispatchers and drivers
• Inefficient communication – in-person, phone, text, emails
• Don’t know where your drivers are
• Redundant entry during billing – sometimes inaccurate.
• Re-active culture – ex. Last minute changes
• It works

3. DSi Transport Manager ®
• Streamline dispatching process from quote to invoice
Quote Schedule Dispatch Work Invoice
Repeat Customer
• Data is carried seamlessly from one step to
next – eliminate redundant, inaccurate entry
• Same data is communicated to all personnel
involved – dispatchers, drivers, managers
• Keep records of past moves in a centralized
place – easy to retrieve by search
indicates typical pain points
in traditional dispatching

4. Quote to Dispatch
• Shortcuts and templates to
speed up entry
• Retrieve machine weight and
dimensions
• Print or Email quote
• Easily convert quote to order
• Immediate access to helpful
tools

5. Organize and Schedule
• Drag-and-drop scheduling
with Timeline
• Up-to-date view of your
fleet with DSi Mobile
• Find orders easily with
customizable search filters.
• Shared data– everyone
sees the same schedule
Efficient Dispatching = Know where drivers are (GPS) + Where they are going (Scheduling)

6. Dispatch and Perform Work
• Receive load data wherever they are
– Cuts down phone calls
– Re-route drivers easily
• Drivers are tied into the system to
add valuable timestamp data that is
otherwise hand-keyed
– Out for Pick-up, At Pick-up, Out for
Delivery, etc.
• Driver tools – HOS compliance, Photo
attachments, Fuel logging, Messaging

7. Billing
• Include all incidentals and surcharges
• Customize invoice template to include
information that customer wants
• One-click Invoice – Email or Print
• Flexible – Mult. Orders per invoice
• Integrated with Accounting System
Be Proactive
Re-active: Having to hear the customer say “Why is this on my
invoice?” and then reacting to it.
Pro-active: Telling the customer ahead of time “XYZ happened and
we incurred this charge. However, it will show as being credited on
your invoice.”

8. Overcoming weaknesses
• Tying the Quoting process in ensures that everyone involved knows what
the customer expects
• Mobile devices allow schedule changes and last-minute requests to be
communicated to drivers quickly
• Accurate records of work performed provides an clear picture during
billing and settlements
• Data is ready to generate invoices so they can be sent out quickly
Quote Schedule Dispatch Work Invoice
Repeat Customer

9. Benefits
• Save time at every point in the dispatching process
• Better communication across the organization
• Eliminate hand-written paperwork
• Eliminate time spent filing and ‘looking for’ orders
• Easily train or cross-train employees
• More data = better decisions
• Everyone is on the same page – Better
communication

10. Results – in numbers
Typical gains:
• Reductions in Overtime of 50%
• Reductions in Time from “Call Off” to Invoicing of
50%
• Increase in Truck Utilization of 50%
• Reduction in Outside Hauls of 50%
• Reduction in Fuel Expenses of 10 – 15%
• Reduction in Fleet size

11. Additional Features
• Reports
• Metrics and analytics dashboards
• Alerting
• Payroll Integration
• Fleet Maintenance
• eLog, HOS compliance
• Change management
• Training

12. Thanks for your attention!
Any questions?
Things to think about…
• In your current dispatching operation, what is the most
tedious part of the process?
• Where does miscommunication happen the most?
• If everyone involved ‘shared a brain’ what would be the
biggest benefit?