BP
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An anonymized engagement: connecting dispatch, billing, and customer updates that previously lived in separate tools and spreadsheets.
A regional freight operator juggled dispatch, billing, and customer updates across disconnected systems. Manual handoffs caused delays, billing errors, and repeated calls from customers asking for status.
Documented dispatch-to-cash flow with operations, finance, and customer service — including exception paths.
Defined ERP–TMS touchpoints, data ownership, and phased cutover to avoid stopping daily runs.
Designed triggers for milestone updates and invoice generation instead of duplicate data entry.
Role-based training for dispatchers, warehouse staff, and finance on the new handoffs.
Start with a workflow review — we map constraints before recommending tools.