3PL Company Focused on Export Forwarding Chooses Boltrics 3PL System and ArcherPoint to Tackle Complex Process Challenges

About the Company
This company started nearly 40 years ago as a freight services company and has grown to include a wide range of services and capabilities in over 20 countries, including export forwarding via ocean and air.
The Challenge
This company is a conglomerate of companies with a logistics branch. As the business expanded, Excel spreadsheets and homegrown software became insufficient for managing operations, including critical areas like managing both ocean and air exports efficiently. An initiative to unify all the companies within the conglomerate on a single ERP system failed, resulting in significant financial losses.
The Solution
The company's forwarding division operates independently from its financial system, with operational data integrated into a centralized financial database. ArcherPoint advocated for a decentralized architecture instead of a monolithic ERP system, recommending Boltrics 3PL ERP system, built on Microsoft Dynamics Business Central. This setup would allow the company to scale operations while having a consolidated Financial system (Receivables, payables, treasury), and do it successfully.
The company adopted this decentralized architecture, opting to use the proposed solution for financial consolidation and freight forwarding operations but allowing the companies under its umbrella to choose operational systems based on their specific needs.
"Boltrics' 3PL system makes it easy to automate reports generated for customs, simplifying complex paperwork requirements.”
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This approach helps large conglomerates like this company maintain operational flexibility across diverse business units while consolidating financial data. It also provides consistency in processes across the company's air and ocean divisions, simplifying employee training and onboarding. Two other advantages of Boltrics 3PL system are flexibility and scalability. 3PL companies are increasingly moving toward offering a full range of logistics services to remain competitive. Some forwarding solutions lack strong warehousing capabilities, while others excel in warehousing but lack robust forwarding management systems. 3PL Dynamics stands out by offering a comprehensive solution that integrates warehousing, forwarding, and transportation management. This flexibility enables logistics companies to provide multiple services without needing separate systems, supporting their vertical and horizontal expansion. 3PL Dynamics' scalability makes it an excellent fit for both small and large logistics companies.
With the decision made to set up Boltrics' 3PL system in a decentralized architecture, it was time to address the specific issues with the new solution. Freight forwarding is a "race against the clock" involving multiple parties and time-sensitive operations. Forwarders must coordinate trucks, containers, shipments, and customs while ensuring timely documentation to avoid costly delays. The complication: the majority of the process is handled through emails. Forwarders must manage large volumes of emails efficiently, as most steps in the process have hard deadlines that, if missed, can disrupt the entire delivery chain.
One of the key features of this solution tackles this issue. Boltrics' 3PL system automates processes, including the steps involved in the email process. A highly configurable and flexible solution, Boltrics 3PL utilizes pre-existing functions from an extensive library of automated processes, making it faster and easier to address specific requirements. With 3PL Dynamics, no custom coding is required. This company utilizes over 70 pre-configured email templates for various touchpoints, including booking confirmations, sales quotes, tracking updates, and proof of delivery. The system tracks the shipment process through specific steps (e.g., preparing documentation, tracking shipments), and automated triggers ensure tasks are completed at the right time and in the correct order, ensuring no step is skipped.
Estimated and actual dates are also recorded to track progress, ensuring compliance with deadlines such as those set by U.S. Customs. This automation has significantly reduced email processing time and streamlined operations, greatly reducing the risk of missed deadlines and errors. One of the biggest benefits of email automation is that it reduces the time required to train employees. There is no college degree or formal training program required for individuals working for forwarding companies. New employees must be trained on the job, but companies can't afford mistakes. Errors in forwarding can be costly, including fines and potential loss of licenses, making automated validations critical.
Because the Boltrics 3PL system allows for the creation of checklists and automated validations to guide users through processes, training time and the likelihood of errors are reduced, especially for new employees. The system also ensures compliance with regulations by including mandatory checks, such as verifying known shipper IDs for air exports. By providing built-in steps, dependencies, and options, Boltrics 3PL ensures regulatory compliance while streamlining the process of getting new employees up and running. Another improvement the company experienced is in the area of reporting. Boltrics 3PL makes it easy to automate reports generated for customs (e.g., bill of lading, dock receipts), simplifying complex paperwork requirements.
What's Next
As this company continues to modernize its processes, it will work closely with ArcherPoint by Cherry Bekaert to decentralize its architecture, allowing it to choose the best software for every need. This means a large number of integrations, infused with AI and tools like chatbots.
What Makes ArcherPoint Different?
Our clients see their business systems as unique and important to their competitive position. They prefer software and technology to support their business processes, not the other way around. Our clients are looking for a strategic partnership with the company that implements their software, not just a vendor. They demand the most talented, experienced professionals who understand how to quickly, efficiently solve their business issues. If this describes you, we invite you to contact us to learn more about our people, company and solutions.