When leaders say they have a “data problem,” what they usually mean is this: The numbers don’t agree.The reports don’t match.And no one trusts which version is right. That is not a reporting issue.It’s a data governance failure. Here’s the pattern I see repeatedly. Operations, Sales, and Finance are all looking at the same activityContinue reading “If Your Data Is Debated in Meetings, You Have a Governance Problem”
Tag Archives: artificial-intelligence
Managing Documents & Compliance: Attachments, Licenses, and More
Customs declarations aren’t just about data. Behind every compliant entry is a stack of supporting documents: commercial invoices, packing lists, licenses, permits, power of attorney (POA), and more. Fail to manage these documents properly, and you’re left scrambling when Customs requests proof—or worse, when you’re under audit. As a former controller who has gone throughContinue reading “Managing Documents & Compliance: Attachments, Licenses, and More”
Wrapping Up the Organization Master Data Series: Groups, Hierarchies, Attachments & Notes
As we close out this series on Organization Master Data in CargoWise, it’s worth emphasizing that we’ve only scratched the surface. Master Data is not just a back-office function—it is the backbone of accurate reporting, financial consistency, and operational efficiency. Two areas that often get overlooked but have tremendous impact are Organization Groups & HierarchiesContinue reading “Wrapping Up the Organization Master Data Series: Groups, Hierarchies, Attachments & Notes”
🔄 Duplicate Organization Management in CargoWise: Prevention, Impact, and Clean-Up
One of the most common pitfalls in master data management is lax governance over who is allowed to create organizations. Another issue? Not having clear rules for how organizations should be created. Without rules and controls, the result is predictable: duplicate organizations.Even with restrictions in place, duplicates still happen—people make mistakes, naming conventions evolve, andContinue reading “🔄 Duplicate Organization Management in CargoWise: Prevention, Impact, and Clean-Up”
🛡️ Tax IDs & Compliance Fields in CargoWise: Getting It Right the First Time
In global freight forwarding, accuracy is more than operational efficiency—it’s compliance.In CargoWise, two seemingly simple sections of your Organization master data—Tax IDs and Compliance Fields—can mean the difference between smooth transactions and regulatory headaches. When these fields are incomplete, incorrect, or outdated, you risk: 📍 Why These Fields Matter Tax IDs—such as VAT, EIN, GST,Continue reading “🛡️ Tax IDs & Compliance Fields in CargoWise: Getting It Right the First Time”
🧩 Account Classifications in CargoWise: One Click Away from Chaos (or Clarity)
Welcome to Article 4 in the Organization Master Data Series, where we focus on one of the most deceptively simple—but operationally powerful—fields in CargoWise: the Account Classification. You’ve seen the dropdown: But this single field determines how CargoWise treats each organization across finance, operations, reporting, compliance, and integrations. When the classification is incorrect, it canContinue reading “🧩 Account Classifications in CargoWise: One Click Away from Chaos (or Clarity)”
🌍 The Power of the UNLOCO: Why Location Codes Matter More Than You Think
In the fast-paced world of global logistics, we rely on systems like CargoWise to automate and optimize operations. But even the best systems can’t perform if the underlying master data is flawed. And one of the most critical—but often overlooked—elements of master data is the UNLOCO. If you’ve ever seen codes like USMIA, CNHKG, orContinue reading “🌍 The Power of the UNLOCO: Why Location Codes Matter More Than You Think”
📍 Addresses & Contact Details: Getting Them Right the First Time
Have you ever heard the phrase, “God is in the details”? In logistics, master data accuracy is those details. If your organization records in CargoWise are the foundation, then addresses and contact details are the cornerstones. When addresses are incomplete, inconsistent, or outdated, the problems cascade: Denied Party Screening is a critical compliance function inContinue reading “📍 Addresses & Contact Details: Getting Them Right the First Time”
🔐 The Humble Organization Code: The Meaning Behind the Code
One of the most overlooked yet critical levers to maximize efficiency in CargoWise is master data. But here’s the catch—master data only delivers value when it’s well-governed. Out-of-control master data—no naming rules, open access for edits, incomplete records, or simply a lack of understanding of what data fields actually do in CargoWise—can silently destroy operationalContinue reading “🔐 The Humble Organization Code: The Meaning Behind the Code”
💡 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”
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