2. Observe, Absorb and Adapt
Completely Understand the Organizational Mission and Main Goals
Experience the Culture
Develop Plans to Facilitate Change Maximizing Positive Impacts

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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
Usage and Optimization
Public
Private
Security
Mobile App Usage and Optimization
Instant/Text Messaging and Alerts

9. 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

10. 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)