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💡 The Hidden ROI of Tech Investment: A Tale of Two CFOs

Technology investments are steep—in more ways than one. The licensing fee or software subscription may be the most visible part of the bill, but it’s far from the whole story. Let’s explore this through the lens of AP automation, a space that’s transformed dramatically in recent years. 🧾 The Trigger Event: When a Mistake ForcesContinue reading “💡 The Hidden ROI of Tech Investment: A Tale of Two CFOs”

💡 Can Small Freight Forwarders Band Together to Win Bigger?

The Case for Buying Consortia—and What You Need to Get It Right When freight costs spike and capacity tightens, small freight forwarders face an uphill battle. Lacking the volume of larger players, they’re often stuck with higher rates and fewer space guarantees. But what if smaller forwarders collaborated? Across global trade lanes, buying consortia—groups ofContinue reading “💡 Can Small Freight Forwarders Band Together to Win Bigger?”

A CFO’s Guide to Incoterms: Why Liability = Money in Logistics

When most finance leaders hear “Incoterms,” they think: That’s for the logistics team. But overlooking these international shipping terms can quietly erode your margins, expose your company to risk, or even leave you paying for costs you didn’t agree to. Let’s break down why every CFO in logistics, freight forwarding, or global trade needs aContinue reading “A CFO’s Guide to Incoterms: Why Liability = Money in Logistics”

Good Data = Good Decisions

Why clean logistics data isn’t optional anymore. We’ve all been there—trying to reconcile an invoice or pull a report and getting stuck because someone forgot to update a field. Or worse, the report pulls data that looks right but is missing key pieces. In logistics, bad data is more than a nuisance-it delays decision-making, whichContinue reading “Good Data = Good Decisions”

The Hidden Financial Risks in Logistics Operations (And How to Fix Them Before They Hurt You)

You can have all your containers moving and trucks rolling — and still be losing money. Logistics isn’t just about movement — it’s about margin. And some of the biggest threats to margin are hidden in plain sight. 🚨 1. Hidden Risks Live in the Gaps Between Systems and Teams Most companies know to checkContinue reading “The Hidden Financial Risks in Logistics Operations (And How to Fix Them Before They Hurt You)”

AP Automation Isn’t One-Size-Fits-All — Ask the Right Questions

Buzzwords like AI and ML are everywhere — and if you’re not deep in the tech world, it can feel overwhelming. But here’s the good news: it doesn’t have to be. In my world — specifically CargoWise and RAFT — AP automation follows a fairly standard process. While tools may differ in bells and whistles,Continue reading “AP Automation Isn’t One-Size-Fits-All — Ask the Right Questions”

📘 Wisdom Wednesday: The best systems are the ones people actually use

You can build the perfect process—but if your team isn’t trained, aligned, or bought in?It’s just pretty paperwork. 🔧 Great operations = strong processes + human-centered leadership. A commonly used framework in business change management is PPT: People, Process, Technology. But I posit this:👉 ALL of it fails when we lack a balanced focus onContinue reading “📘 Wisdom Wednesday: The best systems are the ones people actually use”

Spring Cleaning Isn’t Just for Closets—It’s for Business, Too

🌀 It’s the beginning of the year. Volumes are down. Sales are sluggish.Chinese New Year has slowed imports… and money feels tight. That’s when many companies instinctively say:“Let’s tighten the belt—no special projects right now.” But what if I told you…👉 This is actually the perfect time for projects. Why? 🌸 Because springtime is springContinue reading “Spring Cleaning Isn’t Just for Closets—It’s for Business, Too”

Workshop Guide: Defining Your Ideal Customer in Freight Forwarding

Objective: To align sales, operations, and finance on the ideal customer profile (ICP) for your freight forwarding business. This workshop will help your team focus on profitable, long-term relationships instead of chasing low-value leads. Duration: 2.5 – 3 hours Facilitator: Recommended: Sales Director, VP of Sales, or an External Consultant (e.g., ALL2S Consulting) Participants: ✅Continue reading “Workshop Guide: Defining Your Ideal Customer in Freight Forwarding”

Strategic Customer Definition Checklist for Freight Forwarding

Use this checklist to guide strategic discussions on identifying the ideal customer for your freight forwarding business. Align operations, sales, and service models to maximize profitability, efficiency, and long-term relationships. 1️⃣ Industry & Vertical Fit ✔ Does the customer operate in an industry we specialize in (e.g., Pharma, Automotive, Furniture, Electronics, Fashion, etc.)?✔ Does theirContinue reading “Strategic Customer Definition Checklist for Freight Forwarding”