Our client was a fast-growing freight forwarding and logistics business responsible for managing a high volume of shipments across multiple continents. Their existing processes and tools for managing shipments were increasingly becoming ineffective due to the growth and expansion they were experiencing. They sought to digitally transform their freight forwarding and customer communication processes to sustain the high customer satisfaction track record fueling their growth.

The Challenge

Our client utilized manual and semi-digitized processes for managing shipments. Creating, updating and deleting shipments were done on spreadsheets while uploading packages to these shipments was manually entered resulting in errors and time-consuming workflows. Processing each shipment involved repeat data entries across two to three platforms, often manually modifying and transforming data to formats required for the next part of the process. Notifying customers of their shipment status was another significant pain point. The company struggled with timely updates due to the need to manually compose notification messages for each user and each package. This labour-intensive process resulted in delays and inconsistencies in communicating shipment statuses, contributing to an increased workload for the staff.

The Approach

To address these challenges, Intelbyte invested time in understanding the client's processes with a keen focus on its operational process, legacy systems and customer journey. The process of aggregating data about submitted shipments from various receiving points and carriers was prone to multiple data re-entry and errors as it involved a lot of transposition. There were different data form types for different classes of cargo. In addition, the customer notification process on the status of their shipments was not automated. We developed a custom canvas power app with accompanying cloud flows designed to simplify and standardize the collection of data from received packages. This data was saved directly to cloud servers with the necessary transformations made at the point of capture. We provided reverse integration of this app to the existing data capture tools and processes and allowed bulk upload of data from data sheets into the platform. Using Power Automate, standardized notification messages based on the type of cargo, the status of the shipment and the response action required by the customer, were generated. The solution also provided the client with the option to deliver these messages to customers via any of the preferred messaging platforms using API integrations with cloud-based communication platforms.

Results

Implementing this Power App and Automation solution led to the client reporting a 75% reduction in processing time and a 60% reduction in reported shipment errors. Our customer also reported a boost in productivity, as the reduction in processing time freed up staff to do more in less time, resulting in enhanced customer satisfaction and optimized employee work load.

Overview

Our client optimized their freight forwarding data handling by leveraging Microsoft’s Power Platform, reducing processing time by 75% and errors by 60%.

Services

Robotic Process Automation Power Apps

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