Carrier Logistics, Inc.

Trucking with CLI



 News, Products & Tips

February 2006 

in this issue

·  User Group Schedule Now Available

·  Mobile Technology Improves Efficiency

·  Welcome New Clients

·  FACTSview™ Financial Analyst Empowers Users

·  Tip of the Month: Purging Old Records

·  News & Notes

·  DLTL Meeting a Must-Attend for LTL Executives

·  Calendar of Events



Welcome to the February 2006 edition of the CLI newsletter, Trucking with CLI. Our feature story this month revolves around the upcoming User Group meeting being held on April 6 and 7. The schedule is now set and this year's theme of "Optimizing FACTS™" makes this a must-attend event for any user of the CLI FACTS system. Covering both the operations and administration systems, this program will be valuable for everyone who attends. If you have not yet signed up for this important program, please do so today.

This month's newsletter also features an article on wireless technology. Written by Jeff Amerine, vice president at KonaWare, the article discusses how mobile technology is more affordable and effective than ever before. KonaWare is a solutions partner of CLI's.

Finally, be sure to read the article on the new Financial Analyst module that's part of FACTSview™, Business Intelligence. Check out the always-useful "Tip of the Month" from our training department. And please read about the three new clients to join the CLI roster, CCT Logistics, Minute Carriers and Riegel Transport.

Enjoy the issue.

User Group Schedule Now Available

2-Day Training Set for April 6 & 7

The preliminary hour-by-hour schedule is now available for the CLI User Group Conference. The theme this year, "Optimizing FACTS," highlights the fact that sessions will be dedicated to training attendees how to get the most from their software systems. The conference will be held on April 6 and 7, 2006 at the Crowne Plaza in White Plains, NY. Attendees will learn not only from CLI expert trainers but from business peers as well. Plus key operations people will have the opportunity to provide input on the design of the graphical version of FACTS. The agenda, fact sheet and registration form are available through the links below.

After an opening general session, the meeting will be divided into two concurrent breakout sessions covering "Billing and Administration" and "Operations and Highway." Sessions include: Data Entry/Billing Accuracy, How to Increase Rating Success, Mapping and Density, EDI Transfers, Cash Flow Procedures, Business Intelligence, Call Logging Specifics, Auditing Techniques, Dispatch and Routing Logic, Driver Communication, Highway Routing, Daily Reset and more.

In addition to the structured training seminars, there will be opportunities to meet one-on-one with CLI staff, so that customers can get answers to their most pressing needs and questions. The program continues through noon on Friday so that participants can either enjoy their afternoon in the New York City area or head back for their flights home. This program will be very interactive and attendees should be prepared to participate.

There is no fee to attend this event. Because CLI feels so strongly that training is an important component of the successful use of any software system, participants are invited to attend this program FREE of charge. Attendees are responsible only for their travel, hotel and non-program-related meals. Call 914-332-0300 or e-mail with any questions. A link to the registration form is found at the end of this newsletter.

Optimize FACTS. Maximize Business.

For the agenda, click here

Mobile Technology Improves Efficiency

Minimizes Total Cost of Ownership

A "perfect storm" of sorts now exists enabling transportation companies to implement driver communications and wireless automation. The readily available technologies can dramatically improve supply chain efficiency while minimizing total cost of ownership. The mass-market production of Pocket PC and J2ME devices, consumer-driven GPRS and CDMA/1X wireless networks, and flexible, modular application software has driven down overall solution costs. A range of flexible solutions can now be deployed for well under $1,000 capital cost per driver and no more than $25 per month for multi-mode terrestrial and satellite service. Terrestrial-only wireless services, with continually improving geographic coverage and network speed, can be secured for even lower monthly fees.

For example, it is now possible to develop and deliver solutions using standards-based off-the-shelf hardware, GPS systems, public wireless networks, handheld devices, and flexible software to address the following motor freight operational issues:

  • Pick-up and delivery applications and solutions
  • RFID portal and handheld solutions for piece-level control and Wal-Mart EPC initiative compliance
  • Trailer, tractor, and driver tracking, control, and security
  • Arrive/depart status at both terminal and customer locations
  • Outbound line-haul optimization
  • DOT-compliant automated accounting and logging for driver hours of service (HOS)
  • Yard management and control
  • Dock automation
  • Freight bill imaging and capture using driver handheld devices

These are but a few of the operational areas that can benefit from the convergence of these new wireless technologies. Now might be the perfect time for you to investigate how they can make your transportation business run more effectively and efficiently.

This article is adapted from a whitepaper written by Jeff Amerine, VP of Transportation and Logistics at KonaWare Inc., a software company that allows transport companies to track assets and communicate with drivers through mobile computers and wireless networks.

For more information on KonaWare, click here »


Welcome New Clients

CLI is pleased to announce the addition of the following clients to our roster: CCT Logistics, Minute Carriers, and Riegel Transportation have all recently chosen the FACTS total freight management systems to help streamline processes and increase their productivity.

CCT Logistics, headquartered in Toronto, is a full-service transportation, logistics and warehousing company, specializing in fast, efficient distribution throughout Canada. Established in 1994, CCT Logistics has developed a customer-oriented approach, allowing them to fully understand customer's specific requirements. The addition of the FACTS solution reinforces this commitment to their customer base.

Minute Carriers, Inc. upholds this same commitment to customer service, which is part of the reason they chose the FACTS system. Located in Jersey City, NJ, Minute will begin to reap the benefits of FACTS, faster than, well, a minute.

Riegel Transportation Inc., based out of West Babylon, NY, will find greater efficiencies with the FACTS system. The fully integrated nature of the solution will benefit the organization and their dedication to superior shipping services for many years to come.

CLI would like to thank all of these organizations for choosing the superior total freight management software, FACTS, as well as the personnel that support it.

Welcome. We look forward to partnering with each of you.


FACTSview™ Financial Analyst Empowers Users

CLI is pleased to announce that the Financial Analyst module of the FACTSview Business Intelligence suite is now available. Financial Analyst will energize your financial management by putting the information you need instantly at your fingertips. A valuable addition to FACTSview, Financial Analyst offers real-time comparisons and analyses allowing you to view and utilize your data while letting you drill down to get a complete financial picture.

Financial Analyst gives you greater control over all your accounting areas including:

General Ledger
You can take individual GL journal entry transactions and aggregate them using this dynamic analysis tool. It also allows you to look at your business in three new ways. You can:

  • Compare: View the financial statements of individual locations or divisions side by side.
  • Consolidate: Combine financial information based on multiple parameters.
  • View Trends: See how GL accounts have performed over time.

Accounts Receivable
The A/R piece of Financial Analyst allows you to instantly identify your worst and best paying customers. It will help you reduce DSO and delinquencies. Access to this information will give you the power to hold your customers accountable with valid data and details.

Accounts Payable
The A/P component provides a one-stop-shop to see all your outstanding amounts due. This will help you maximize payment terms and also track historical information so you are empowered to negotiate better terms with your vendors.

In addition, Financial Analyst lets you automate your month-end reporting process to truly streamline your procedures. You can access reports you currently generated once a month - now every day. Financial Analyst puts you in control of your data, allowing you to harness the power of the information and use it to better run - and grow - your business. To learn more about Financial Analyst or the complete FACTSview suite contact Ken Weinberg at


Tip of the Month: Purging Old Records

(Reference Code: Purge Records)

Historical data is retained in the FACTS database for reporting purposes and for researching questions about the past. However, at some point you need to decide exactly how long this history should be kept online. While every business is different, a guideline is three years of history should be sufficient. Here are some tips to help you purge your old records.

Highway Trips and Manifests
If you are using the Highway module of ROUTRONICS, you are familiar with creating, dispatching, and arriving Trips. In hw.daily # 70, you have the ability to archive Trips that have arrived. This does not actually purge records, but rather moves them to a historical database. These records can still be accessed at hw.trphist for viewing or updating. The main function of this process is to "clean up the clutter" of old Trips from your active operational screens to allow for more fluid use and quicker searches when managing your daily Trips. When necessary, Trips in history can then be purged using hw.sysadm # 50.

Purging Outdated Delivery Bills and Pick-ups
If you use the Inbound Planning module, ib.daily # 10 can delete delivery bills from routes that have not been dispatched. You can set up routes as miscellaneous for bills entered into the system in error. This function allows you to remove these bills from the delivery system that are older than a certain date and/or by an individual route or route section. When using Call Logging for taking pick-ups in the Terminal Control File at ib.maint # 9, you can set parameters for how long to keep previous Pick-up Calls and if they should be purged from history automatically after the said number of days.

Purging Administrative Records
At bs.purge there are a number of utilities you can use to remove old records including those from A/P and A/R files, old probill and shipment records, outdated quotes, as well as inactive customer files. Most of these allow you to select parameters based on a date range, customer or probill number(s), and return a report of what was purged. These utilities also allow you to choose if you want to archive the data with the ability to export the purge into an external file.

Always use discretion when purging any records, but remember the benefits of a smaller and more manageable database often lead to a more efficient operating system.

If you would like to respond to the Tip of the Week or you require additional information, please send an e-mail to


News & Notes

The 2005 Year-End issue of Transport Topics featured an article on CLI's Leadership Summit, focusing on how to use the web to boost your sales and marketing efforts. For a copy of the article, click the link below.

The same issue also quoted Ken Weinberg, vice president, CLI, in an article about the new customs requirements for trucks entering the U.S. The article noted that CLI has partnered with ViaSafe to ensure that their customers meet all of the requirements when they take effect. For a copy of the article, click the link below.

Ken Weinberg also recently spoke at the ATA Leadership Meeting and NAFC Annual Conference in Tampa, FL. Ken was part of a panel at the NAFC session discussing "Wireless Productivity: What Can the New Technologies Do for Us?"

Click here for the articles »


DLTL Meeting a Must-Attend for LTL Executives

The Distribution & LTL Carriers Association will hold their annual meeting in San Diego, CA at the Westgate Hotel on February 26 - March 1, 2006. Among the activities scheduled will be educational seminars, social and networking opportunities and an exhibition area for trucking industry suppliers.

Keynote and general session speakers include Dr. Charles Petty whose session, "Climb the Ladder of Success - and Take your Family with You" will address balancing career and family in a humorous and entertaining manner; Gary Wu, president and CEO of Volvo Trucks, Greater China, will discuss "Business Opportunities in China"; Paul DiModica, president, DigitalHatch, will lead a session on "Growing Your Business in the Competitive Market"; and Tom Kempa, a vice president at Cigna Healthcare, will give his insights into "Developing a Healthcare Plan for the Trucking Industry."

The program will also feature an economic review and forecast for 2006 as well as a government affairs report. In addition, an exhibitors' roundtable has been scheduled to provide an opportunity for all exhibitors to directly address the association in regard to their products and services. There will be several networking opportunities including social events, a golf tournament as well as spouse activities.

It's not too late to register. To download a complete meeting packet today click here »


Calendar of Events




Feb. 26 - Mar. 1

Annual Meeting of the Distribution & Less Than Truckload Carriers Assoc.

San Diego, CA

Mar. 23 - 25

Mid-America Trucking Show

Louisville, KY

Mar. 27 - 30

2006 Material Handling & Logistics Show & Conference

Cleveland, OH

Apr. 2 - 5

TSMA 2006 Annual Conference

Phoenix, AZ

Apr. 6 - 7

CLI User Group

White Plains, NY

Apr. 20 - 22

Truck World 2006

Toronto, ON

May 28 - 31

Canadian Fleet Maintenance Seminar

Toronto, ON


Quick Links


     voice: 914-332-0300



Carrier Logistics Inc. · 220 White Plains Road · Tarrytown · NY · 10591