By industry
Freight, 3PL and distribution records
Loads, orders and exceptions show how your team handles a busy day. Names of customers and carriers are swapped for placeholders in the copy.
Check my estimateWhat owners usually include
- Past loads and shipments
- Rate confirmations, tenders and POs
- Notes from dispatch and tracking
- Stock problems, claims and exceptions
- Customer and carrier email
Where most owners start
A first scope can focus on exceptions and claims, since that is where a team's judgment shows: the late truck, the short shipment, the damaged pallet and what happened next. Dispatch notes and load history supply the background. Rate and billing records can be held back if you prefer. Purchasing and warehouse records can be reviewed the same way, one system after another, with you making every in or out call.
The preparation steps are the same no matter what you include. License Your Data uses only the scope you sign off on, swaps names and identifiers for placeholders and has you review a sample before anything is shared. Your originals never leave your systems.
Questions owners ask
Is there a minimum amount of history?
On the call you go over how far your records reach and which parts fit.
Who on our side takes part?
Normally the person who runs your TMS or WMS and email, for a short time during scoping.
Any cost?
There is no cost, and an NDA comes first.
A few more points
- No TMS or WMS passwords are requested.
- Your people keep using the tools they already use.
- Leave out whatever system, inbox, folder or period you choose.
Your customers and carriers
The copy is prepared so nobody could use it as a customer list. Account numbers are removed, and shippers, carriers, consignees, drivers and customers are swapped for placeholders.
Rates are the other common worry. Any lane or period that feels too sensitive can simply be excluded. Nothing goes out until you have seen a sample of the copy.