FMS Questionnaire <

- Step 1 of 10

General Information

Company Name *

Contact Person *

First

Last

Contact Email *

Contact Phone *

Company Website (if applicable)

Freight Management Processes

Please provide information regarding the following key processes involved in your freight management operations:

1. Order Placement and Booking

How do you currently receive and process customer orders? *

What are the essential order details you need to capture? *

Do you require any specific features for order tracking and status updates? *

2. Carrier Selection

How do you currently select carriers for transportation? *

What criteria do you consider when choosing a carrier? *

Do you require any automated or suggested carrier selection based on predefined rules? *

3. Freight Consolidation and Routing

How do you currently handle the consolidation of multiple shipments? *

Do you have specific requirements for routing shipments based on origin, destination, or other factors? *

Are there any specific constraints or considerations that need to be taken into account during consolidation and routing? *

4. Documentation and Customs Clearance

What documentation is typically required for your shipments? *

Do you require any automated documentation generation or integration with customs clearance processes? *

Are there any specific compliance requirements related to customs or regulatory bodies that need to be addressed? *

5. Tracking and Shipment Visibility

How do you currently track and monitor the status of your shipments? *

What level of real-time visibility and tracking is required for your shipments? *

Are there any specific events or milestones that need to be tracked and notified? *

6. Freight Forwarding and Transportation

How do you currently handle freight forwarding and transportation of shipments? *

Do you require specific features for optimizing routes, mode selection, or carrier management? *

Are there any additional specific requirements or features that you would like to be included in the freight management system? *

7. Delivery and Distribution:

How do you currently manage the last-mile delivery and distribution of your shipments?

Are there any specific requirements for delivery scheduling, proof of delivery, or customer notification?

8. Freight Payment and Invoicing:

How do you currently handle freight payment and invoicing?

Are there any specific requirements for generating invoices, tracking payments, or integrating with accounting systems?

Additional Requirements:

Please provide any additional specific requirements or features that you would like to be included in the freight management system:

9. Operations

How many shipments do you handle on average per day, week, or month? *

What are the peak periods or seasons where shipment volumes are significantly higher? *

Are there any specific challenges or pain points you currently face in managing your freight operations? *

10. Staffing and Roles

How many employees are involved in your freight management operations? *

What are the primary roles and responsibilities of your staff members involved in freight management? *

11. Locations and Warehouses

How many locations or branches do you have for your operations? *

Do you have dedicated warehouses or storage facilities for your shipments? *

Are there any specific requirements for managing inventory or warehouse operations within the system? *

12. System Users

Who will be the primary users of the freight management system? *

Are there any external users, such as customers or carriers, who will interact with the system? *

How many users do you anticipate will need access to the system? *

13. Data Migration

Do you have existing data related to your freight management operations that need to be migrated to the new system? If yes, what is the approximate volume and format of the data to be migrated? *

14. Mobile Access

Do you require mobile access to the freight management system? *

15. Reporting and Analytics

What types of reports or analytics would you like to generate from the system? *

Are there any specific key performance indicators (KPIs) or metrics that you would like to track and analyze? *

16. Integration Needs

Do you require integration with any existing systems or platforms? If yes, please specify the systems/platforms. *

17. Timeline and Budget

What is your expected timeline for implementing the freight management system? *

Do you have a budget range in mind for the project? *

18. Contact Preferences

How would you prefer to be contacted to discuss your requirements and receive the quotation? *

FMS Questionnaire