When leaders say, “We need better data,” what they often mean is, “The numbers aren’t giving us the answers we want.” So Finance gets asked to fix it: But here’s the uncomfortable truth: Finance doesn’t create clarity.It exposes whether clarity already exists. Let me give a very real example. Do you know how many conversationsContinue reading “Finance Doesn’t Create Clarity — It Reveals Whether It Already Exists”
Tag Archives: Finance
CargoWise + Modern Rate Tools Can Fix All of This — If You Set Them Up With Intention
Here’s the full system I help clients build, incorporating CargoWise, CargoSphere, rate cards, and company tariffs into one unified structure: 1️⃣ Centralized Digital Rate Management (DRM) — Your Single Source of Truth CargoWise supports Digital Rate Management, but many companies don’t maximize it. This is where you centralize: Once these are in CW1, quoting becomesContinue reading “CargoWise + Modern Rate Tools Can Fix All of This — If You Set Them Up With Intention”
How to Spot Dirty Data in CargoWise Before It Hits Your P&L
If you’ve ever opened your monthly financials in CargoWise and thought,“Why does this margin look… off?”—you are already seeing the effects of dirty data. Dirty data is the silent profit killer in logistics.It slips into shipments, spreads through job files, and eventually lands in your P&L—distorting margins, confusing leadership, and forcing your finance team intoContinue reading “How to Spot Dirty Data in CargoWise Before It Hits Your P&L”
⚙️ Fix It Tuesday: The Case for a Clean Vendor List (and the $50,000 Lesson Learned)
I’ve written about vendors and clean data more than once — and for good reason.Because this topic isn’t theoretical.It’s real.And it’s expensive. Let me tell you a story. 💸 The $50,000 Vendor Mistake Years ago, I saw a payment go out to the wrong Evergreen.Yes, there were two vendors in the system — both calledContinue reading “⚙️ Fix It Tuesday: The Case for a Clean Vendor List (and the $50,000 Lesson Learned)”
⚙️ System Fix: The Q4 Clean-Up — End the Year With a Clean CargoWise Database
It’s that time again — Q4.The dashboards are red, finance is knee-deep in accruals, and operations is trying to close out every shipment before the holidays. Before the year ends, give your CargoWise (or any ERP) database the gift of a clean slate.Because your January self will thank you. 🧹 Step 1: Close Out theContinue reading “⚙️ System Fix: The Q4 Clean-Up — End the Year With a Clean CargoWise Database”
💡 3 Quick Wins for CargoWise Finance Teams
How small process tweaks can deliver big results In CargoWise, finance doesn’t live in isolation — it’s connected to every shipment, every milestone, and every operational decision. Yet for many finance teams, that connection can feel more like a tug-of-war. You’re chasing down accruals, reconciling mismatched data, and trying to explain why revenue landed inContinue reading “💡 3 Quick Wins for CargoWise Finance Teams”
Charge Codes Gone Wild: Why Reporting Never Matches Reality
System Fix: Hidden Inefficiencies | by ALL2S Consulting LLC If you’ve ever pulled a financial report in CargoWise and wondered,“Why doesn’t this match what I know is happening?” — you’re not alone. Every logistics organization I’ve worked with has faced this at some point.The profit looks off. The revenue categories don’t add up.And finance spendsContinue reading “Charge Codes Gone Wild: Why Reporting Never Matches Reality”
🔗 CargoWise + ERP: When to Integrate, When to Separate
CargoWise is a powerful system. It connects forwarding, customs, operations, and finance into a single workflow. But here’s the truth I see time and time again: many logistics companies still run another ERP alongside it — SAP, NetSuite, Oracle, Microsoft Dynamics, you name it. So the question becomes: Do you integrate CargoWise with your ERP,Continue reading “🔗 CargoWise + ERP: When to Integrate, When to Separate”
The Leadership Cost of Bad Data in CargoWise
Your CargoWise system is only as good as the data you put in. Too often, companies invest heavily in implementation and training, only to let sloppy or inconsistent data erode the value of the system. Bad data doesn’t just stay buried—it ripples through your entire business. Where It Shows Up (and Why It Matters) InconsistentContinue reading “The Leadership Cost of Bad Data in CargoWise”
Beyond Entry: Linking Customs to Operations, Finance, and Clients
Over the last seven articles, we’ve walked step by step through the CargoWise Customs module—from master data and declarations, to templates, documents, events, and reporting. Now it’s time to zoom out and look at the bigger picture: customs isn’t just about the entry. It’s about how customs data connects to your operations, finance, and clients—andContinue reading “Beyond Entry: Linking Customs to Operations, Finance, and Clients”
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