Sectors
What freight and distribution records show
Day to day, loads, orders and exceptions record how your people handle the rush. Customer and carrier names are replaced in the copy.
See my estimateOther things owners ask about
- You are never asked for TMS or WMS logins.
- Your team keeps working in the same tools.
- Exclude any system, inbox, folder or period.
How to start small
Start with exceptions and claims if you like, since they show how your team thinks: the late truck, the short count, the broken pallet and what came next. Dispatch notes and load history supply the background. Billing and rate records can be kept out if you prefer. Warehouse and purchasing records get the same treatment, one system at a time, and you decide what is in and what is out.
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. The original files stay in your systems the whole time.
Quick answers
Is there a minimum amount of history?
It is covered on the call: how far back your records run and what fits.
Who gets involved?
Most often the owner of your TMS or WMS and email, for a little while during scoping.
Is there a fee?
Nothing. Everything starts under an NDA.
Your customers and carriers
The copy is prepared so nobody could use it as a customer list. Placeholders stand in for shippers, carriers, consignees, drivers and customers, and account numbers come out.
Rates are the other common worry. If certain lanes or periods feel too sensitive, exclude them. Nothing goes out until you have seen a sample of the copy.
What usually comes up
- Load and shipment history
- Purchase orders, tenders and rate confirmations
- Dispatch and tracking notes
- Stock problems, claims and exceptions
- Carrier and customer correspondence