Industry guide
Freight and distribution records
The way your team works a busy day lives in its loads, orders and exceptions. In the copy, customer and carrier names become placeholders.
Check my estimateA good first scope
A first scope can focus on exceptions and claims, since that is where a team's judgment shows: the late truck, the short shipment, the damaged pallet and what happened next. Dispatch notes and load history supply the background. If you would rather, rate and billing records can stay out. Warehouse and purchasing records can be looked at the same way, system by system, with you deciding what goes in and what stays out.
Whatever goes in, the copy is prepared the same way. License Your Data works only from the scope you approve, replaces names and identifiers with placeholders and shows you a sample before anything goes out. Your originals never leave your systems.
Protecting your customer list
The copy is prepared so nobody could use it as a customer list. Shippers, carriers, consignees, drivers and customers are replaced with placeholders, and account numbers are removed.
Rates are the second thing owners raise. Any lane or period that feels too sensitive can simply be excluded. A sample of the copy comes to you before anything is shared.
Questions owners ask
How much history do we need?
On the call you go over how far your records reach and which parts fit.
Who from our team joins?
Normally the person who runs your TMS or WMS and email, for a short time during scoping.
Is there a fee?
Nothing. Everything starts under an NDA.
What usually comes up
- Shipment and load records
- Rate confirmations, tenders and POs
- Tracking updates and dispatch notes
- Stock problems, claims and exceptions
- Carrier and customer correspondence
Other things owners ask about
- You are never asked for TMS or WMS logins.
- Your team keeps working in the same tools.
- Leave out whatever system, inbox, folder or period you choose.