Carrier Logistics Inc. Newsletter

Trucking with CLI

June 2015

In This Issue

Featured Staffer:

Jay Watkins

Jay Watkins is a Senior Transportation Consultant and has been with CLI for 9 years.  His responsibilities include Project Management and Implementation with a specialization in the areas of Administration, Rating & Pricing, Logistics Management, & Driver Settlement.


Jay is a graduate of the University of Pittsburgh and holds degrees in Communications and Business Administration.  Prior to joining CLI, Jay held senior management positions with several major LTL and TL carriers. 


Jayand his wife Karen are empty-nesters living in Downers Grove, IL.  In his spare time, he enjoys cooking, kayaking, archery and anything outdoors related. Jay is a devoted member of the Pittsburgh Steeler's Nation.

Client Spotlight:

SHIFT Freight



Celebrating two years with the FACTS system this month is SHIFT Freight, a Santa Fe Springs, CA-based transportation company. SHIFT delivers a new take on premium LTL shipping (Less Than Truckload) by providing superior service, and having fun delighting their customers along the way. To move freight on-time and intact, they use a modern fleet, proprietary logistics technology, and have carefully developed their delivery footprint, most recently expanding their territory into Michigan and Ohio.


SHIFT's team focuses strongly on exceeding customer expectations, and their advanced shipping techniques, including freight dimensioning, have resulted in industry-leading performance indicators such as a 95% on time rate and .05% claims rate.  Their premium Standard and Expedited services give their clients the flexibility to move freight within their budget and schedule.


CLI thanks SHIFT for their business and looks forward to continuing to help them grow.


For more about SHIFT click here. Tweet with them on Twitter at or be friendly with them on Facebook at


Today's Smile
-Hey we got a hot load! Let's go! What are you waiting for?!

-Hang on! I've got to update my Facebook status, change Myspace and send out a tweet on Twitter!

Used with permission. 
All rights reserved. 
Welcome to the June issue of Trucking with CLI.  This edition features an article highlighting how CLI's FACTS system helped Total Transportation experience growth without having to add staff.  I challenge our readers to really consider the "cost" of software investment versus "value."  Do you consider the ROI when contemplating a purchase?
This edition also features a Q&A with Chad Crotty, a vice president with CLI partner DDC FPO, on the differences between outsourcing and offshoring.  In addition, we are pleased to share the results of our recent industry survey.  Do you agree with the results?
Finally, we have our staff spotlight, an article on client SHIFT Freight and a practical help desk tip.  


We hope you enjoy the newsletter.  As always, we welcome your feedback and input.  Have a terrific summer.

Southern California Carrier Handles 20% Growth with No Staff Increase 

by Dave Closs, Zlokower & Co.


Total Transportation & Distribution, a Southern California carrier with over 100 trucks, has grown by 20% this year without having to grow its payroll.


The reason, according to Robert Wayne, Total Transportation's IT manager, is a new freight management system that is fast, efficient and replaces what was previously a collection of separate systems for each department.


"We need to go the extra mile at Total," says Wayne.  "We compete with a number of locally based carriers serving Southern California.  It's not enough to be as good as they are - we have to be better.  And the first place where customers see if we're better is in the level of service they receive."

Total installed the FACTS® transportation management system, delivered via SaaS (software as a service), and designed to meet the carrier's needs for operations management and accounting.  


The system replaces a collection of separate systems for each department that previously did not talk to each other. "Now, it's all one system," says Wayne, "so the company is much more efficient."


Since installing the new system, the company has been able to get all its bills out on time. Moreover, with a system as up-to-date as this one, a customer can look at the latest invoice online or see a delivery report immediately, Wayne says. There's no need to use phones or emails.  Drivers can scan and submit arrival receipts from the delivery point using their tablet mobile devices and customers can verify in real time that delivery has been made.


The system, reports Wayne, is part of Total's marketing approach for bringing in new customers.  Total is experiencing excellent customer acceptance of its newly enhanced via-the-web customer services such as invoicing, order entry, and real-time proof of delivery.  The FACTS system also provides route analysis and vehicle dispatch, and it enables shippers to access rates and track and trace shipments on the web.  With it, Total has experienced formidable growth without increasing its staff.


"To help companies like Total grow without increasing overhead, we have developed a history of successfully meeting the information technology needs of parcel, less-than-truckload (LTL), and combined LTL/truckload carriers in the U.S., Canada, Australia, and the U.K.," says Ken Weinberg, Carrier Logistics vice president, "including DHL, Midland, The Custom Companies, Purolator, and FedEx UK."

Outsourcing vs. Offshoring for Transportation & Logistics:

Q&A with Chad Crotty, DDC FPO


What do you think of when you hear the word "outsourcing"? Although business process outsourcing (BPO) is simply handing off a business task to a vendor who specializes in that function, such as driver recruitment, freight forwarding and TMS, many still think of offshore labor. In a time when the focus on cutting costs and saving money to survive market fluctuations is being replaced by sharpening their competitive edge, it is time to set the record straight. Experts expect to see some exciting activity in business management models among transportation providers later this year and through 2016, and it is outsourcers who will facilitate the transition. Not through offshore labor, but with customizable, intelligent technology.


We asked a thought leader in freight process outsourcing to clarify the difference between outsourcing and offshoring, as well as provide a couple of examples to prove this point.
  1. Many transportation and logistics professionals based in the U.S. hear "outsourcing" and think "offshoring." Is there a difference between the two? Yes, there is a big difference. When a company chooses to outsource, they are handing off a piece of their business to a specialist outside of the organization to manage. There are a number of reasons for this (e.g., cost savings, improved efficiency, faster turn-around time, higher accuracy, business continuity, etc.), but the main objective is to streamline business processes. Outsourcing can be across the globe or across the street. Offshoring, on the other hand, requires moving that piece of the business to another part of the world. You can outsource without having to offshore.
  2. If a logistics company wants to outsource without offshoring, will it suffer any loss in quality or cost? Why or why not? Not necessarily. There are a number of solutions that leverage experienced on-shore labor and/or innovative technology to reduce or eliminate costly man-hours, without sacrificing quality or cost. Dependable outsourcers who specialize in their individualized service offerings will utilize quality metrics and best practices to ensure the highest quality output at very competitive prices.
  3. What are some examples of outsourcing projects that can be used to improve business in the supply chain without taking labor offshore? The best examples are projects that integrate advanced technology wherever possible. The use of Optical Character Recognition (OCR) or Intelligent Capture (IC) is better now than it has ever been before in significantly reducing labor-intensive, manual data entry work. Large amounts of freight data can be captured, classified, extracted and transferred in any format, with a high degree of accuracy, without human intervention. This can be set up on-site or off-site, without moving work offshore. iCapture for Freight Billing is one example of our solutions that can be offered without moving labor offshore. 
  4. Are there any outsourcing options for logistics companies that do not require eliminating staff at all?  Of course. Many transportation and logistics teams are trying to find ways to take raw data and turn it into useable information to make strategic business decisions. The problem is that many do not have the resources and time to do this. Partners like DDC convert client data into customized analytics reports and develop executive dashboards to equip decision makers with daily, weekly, or monthly snapshots of Key Performance Indicators (KPI's).


Instead of eliminating its billing staff after the roll-out with DDC FPO was completed, Clear Lane Freight Systems, an Indianapolis-based transportation company, simply re-allocated the team members to focus on the company's core competencies. When clients take this approach, we see that they benefit from much more than just reduced costs and higher quality data; it strengthens their operations throughout, allowing them to work through a much healthier business model.



To learn more about outsourcing, or to see what outsourcing program would be a best fit for your company, call DDC FPO today: 303-674-0681. Use extension 103 to reach DDC's VP of Sales, Chad Crotty, or email him directly at Visit DDC FPO online at, and follow them on Twitter @DDC_FPO. 

What does the new trucking generation want in a computer system? 
Customization capability and EDI, latest survey finds

When choosing a new computer system, today's generation of trucking industry leaders wants to work with a vendor that can customize the system and provide EDI (electronic data interchange) capability.  Other requirements include accessible engineers, a top reputation, 24/7/365 support, and online help.

As for the system itself, they seek a high return on investment (ROI), affordable cost, easy integration with legacy software, real-time tracking and tracing, and ease of programming.

These are among the results found in a recently-completed survey by Carrier Logistics Inc. (CLI) which incorporated responses from over 200 trucking industry executives. 

"The results were significant," said Ken Weinberg, vice president at CLI. "In the past, carriers looked for a software developer who knew which end of the trailer was backed into the dock and who had grease under his fingernails.  Now, it's all about which applications the system will conduct and how well they will perform them."

"The transportation industry has changed greatly over the last 10 years," said Gary Snyder, CLI's business development manager, who conducted the study.  "It's no surprise that the industry now chooses a transportation management computer system vendor rather than building in-house.  They choose that vendor, and the system itself, in a completely different way than in the past."


"We would like to thank all of the industry professionals who took the time to fill out the survey," noted Snyder.  "This study affirmed that CLI is continuing to meet the needs of the transportation community and really validates our mission to not just be a software provider but rather a technology partner."


For further details on the study, please contact Gary at

Help Desk Tip:  

Customize Columns


Many FACTS functions utilizing browser windows can customize columns on a per-user basis.

Customize Columns: Clicking this option opens Hide View Columns, which allows you to further customize the column layout by hiding columns.



Hide columns by unchecking the boxes corresponding to the column names. As you do this, the names of the hidden columns will appear in red and, in the FACTS function, the columns will disappear.


Clicking on the Column label will enable it to be edited, so that the header label for the column can be changed.


Save Changes to Profile: Defaults to checked. When you close Hide View Columns, your changes will be saved.


Reset: Before closing the window to save your changes, checking this box will recheck any boxes you have unchecked.

Restore Defaults: When you check this box and close Hide View Columns, any hidden columns will be restored to the function.



Click OK. When you reopen the function, all the columns will be restored.

In addition, you can change the order in which columns appear. Right-click anywhere in the browser window and select Move Columns from the pop-up menu. You can then drag and drop the columns into the order you prefer. When you have finished, right click again and select either End Move Columns or, to preserve the column order you have created for future use, click Save Settings.

To restore the columns to their original order, right click anywhere in the browser window and select Reset Settings from the pop-up menu.


Questions?  Please contact CLI's Help Desk at

Thank you for sharing some time with us. As always we would appreciate your feedback and content ideas so that we can tailor the newsletter to better meet your needs and interests.  Click to send us your FEEDBACK.




Ken Weinberg
Carrier Logistics Inc.

About Us: Carrier Logistics Inc. (CLI) is the leading provider of integrated freight management software solutions that help supply-chain companies manage change and improve their profitability. For 40 years, CLI's comprehensive freight management solutions have driven every key element in trucking companies from dispatching to freight bill entry to mobile data communications. From call logging to General Ledger to EDI transactions and Internet track and trace, CLI's systems encompass every aspect of a trucking company's needs.