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”
Tag Archives: business
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”
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”
🔹 Customers: The Lifeblood of Business – But Not All Customers Are Created Equal 🔹
I’ve spent a lot of time talking about expenses, efficiencies, and risk management, but today, let’s talk about something just as critical—CUSTOMERS. We all know it costs money to get customers—a lot of money. You need sales teams, commission structures, operational support, and a whole infrastructure just to onboard and retain them. The reality is:Continue reading “🔹 Customers: The Lifeblood of Business – But Not All Customers Are Created Equal 🔹”
Corporate Cards: Convenience or Fraud Magnet? 💳🚨
Managing employee reimbursements, earning incentives on corporate spend—sounds ideal! If I had to choose between employee reimbursement, employee stipend, or a corporate credit card program, I’d pick corporate credit cards every time. HOWEVER… with a big however… you MUST have controls, systems, and policies in place to properly manage a corporate card program. 🔹 AContinue reading “Corporate Cards: Convenience or Fraud Magnet? 💳🚨”
💰 Paying Bills: A Necessary Evil or an Opportunity for Automation? 💡
Paying bills is a necessary part of doing business, but wouldn’t it be nice if you didn’t have to: 🔹 Manually key invoices into CargoWise? 🔹 Manually review every single invoice? 🔹 Handle endless manual processes? So, what’s an organization to do? 🤔 ✅ Payables automation + CargoWise = A perfect match! There are multipleContinue reading “💰 Paying Bills: A Necessary Evil or an Opportunity for Automation? 💡”
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