Introduction Co-managed Logistics

Financial SettlementTechnology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

Creating Game-Changing Advantages with

World Class Supply Chain Solutions

An In-Depth Look at Transportation Insight

Client Review

The Lead Logistics ProviderYou know your business. We know logistics.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions

Overview:• Headquartered in Hickory, NC

• Secondary corporate facilities in Charlotte, NC and Bentonville, AR

• 40+ Sales and Client Support Offices across North America

Next Steps

Client Review

• Founded in 1999 – 43% growth since 2008• 4 Straight Years – Inc. 5000 list of Fastest Growing U.S. Privately Held Companies• 30th Among North Carolina’s Top Private Companies in 2011

• Partner with USEPA SmartWay™

Enterprise Solutions

Financial SettlementTechnology

Enterprise SolutionsUnmatched expertise and technology to help you dominate your market.

Co-managed Logistics• Strategic Carrier Sourcing• Continuous Improvement

Financial Settlement• Freight Payment and Audit

Technology• Multi-faceted Transportation

Management System – Insight TMS®

Business Insight• Reliable, actionable business

intelligence

LEAN Execution• LEAN Training• Value Stream Mapping• Kaizen Events• LEAN Leadership Development• QuikSigma™ (Six Sigma)

Organizational Development• Leadership and C-Level Coaching• Succession Planning• 7 Habits of Highly Effective People• 360° Feedback Program

Packaging Supplies• Corrugated• Poly sheeting and bags• Stretch Film, Shrink Film• Strapping, Shipping Labels

Indirect Material• Office Supplies • Commercial Printing• Business Forms, Cards, Stationery• Document Disposal

MRO• Electrical Supplies, Lighting Fasteners• Industrial Rubber Supplies

Logistics Solutions LEAN Solutions Sourcing Solutions

BenefitsIncreased QualityImproved DeliveryEnhanced Culture

Reduced Cost

BenefitsMore Profit

Increased ControlEnhanced Visibility

Saved TimeImproved Customer Service

BenefitsHard Dollar SavingsFocused Resources

Improved Supplier ServiceReduced Cost of Ownership

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next Steps

Client Review

Enterprise Solutions

Financial SettlementTechnology

Co-managed Logistics

Continuous Improvement

Combining your business knowledge and our logistics expertise to produce winning results.

Warehouse Sourcing

Outsourced Execution Options

Claims Processing

Contract and Rate Administration

Strategic Carrier Sourcing

Service Needs Assessment

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

Assessment Approach

Data Analysis• Collect sampling of freight invoices• Review carriers, suppliers, and customers • Analyze all transportation modes and

shipping patternsOn-site Assessment• Walk the logistics value stream of

your organization• Order-to-cash• Vendor to Distribution Center• Distribution Center to Customers

• Learn and understand your business needs and goals• Diagnose gaps in cost, service, and efficiency by listening to your supply chain personnel

Solution Design• Validate and evaluate our findings with you• Offer tailor-made solutions based on your business needs and goals

Diagnosis before Prescription. Achieve Supply Chain Excellence.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

Carrier Relationship Management

Carrier Sourcing and Qualification• Extensive carrier evaluation process:

• Network fit• Service level• Safety (CSA)• Liability coverage• Meshing carrier network with shipper needs to

achieve win-win

Carrier RFQ Management• Rigorous approach to conducting RFQs

• Analyze results, negotiate adjustments• Determine optimal collection of carriers to meet

your operational, service and cost objectives

Carrier Contract and Rate Administration• Administer and maintain all rates upon

completing negotiations• Control all client rate publications• Centralized visibility to all rates and contracts

Our extensive carrier base and vast industry expertise is your advantage.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

Claims ProcessingWe do the legwork. You reap the benefits.

You:• Enter a claims notification through our interactive tool – Insight Claims™

Transportation Insight:• Files the claim• Tracks the claim• Settles the claim• Provides visibility and

reporting to all stakeholders

Results:• More expeditious process• Reduced claim volume

and expenses• Root cause identification• Process improvement

recommendations

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

Warehouse Sourcing• Warehousing – Short Term and Long Term• Cross Dock Services• Item Level Case Fulfillment/Repack• Product Replenishment• Display Assembly• Specialized Packaging and Handling• Product Inspection and Testing• Basic Product Assembly/Sub Assembly

or Repair • Product Labeling/Sticker Application

(RFID)/Price Ticketing• Barcode Printing and Labeling• Product Reconfiguration• Retail-Compliant Shipping• Returns Processing Services

Position your inventory to reach your customers quickly.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

TechnologyOptimization• Identify the best order grouping, optimal

mode and service provider, and ideal routeExecution• Tender shipments to carriers; create and

store critical shipping informationVisibility and Collaboration• Track and trace shipments; send shipment

status notification to multiple partiesConfigurable, Modular and ScalableOptional System Integration

: A hosted, scalable Transportation Management System.

Supports cost reduction, streamlines shipment execution, and improves visibility and responsiveness across your supply chain.

Introduction Co-managed Logistics

Financial SettlementTechnology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

Insight TMS®• Order Optimization

• Route Optimization

• Mode Optimization

• Carrier Optimization

Technology - Optimization

Introduction Co-managed Logistics

Financial SettlementTechnology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

Technology – Optimization – Rate Shop

Introduction Co-managed Logistics

Financial SettlementTechnology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

Insight TMS®• Load Tender

• Spot Quotes

• Bid Board

• Shipment Document Management

Technology – Execution

Introduction Co-managed Logistics Technology Business

InsightLEAN

SolutionsSourcing Solutions Next StepsFinancial

Settlement

Technology – Execution – BOL

Introduction Co-managed Logistics Technology Business

InsightLEAN

SolutionsSourcing Solutions Next StepsFinancial

Settlement

Insight TMS®• Shipment

Tracking• Vendor

Collaboration• Customer

Collaboration

Technology – Visibility and Collaboration

Introduction Co-managed Logistics

Financial SettlementTechnology Business

InsightLEAN

SolutionsSourcing Solutions

Optimization Execution Visibility / Collaboration

TrackingVendor Compliance

Next Steps

Technology – Visibility and CollaborationShipment Tracking

Introduction Co-managed Logistics

Financial SettlementTechnology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

Technology – Visibility and CollaborationVendor Compliance

Introduction Co-managed Logistics Technology Business

InsightLEAN

SolutionsSourcing Solutions Next StepsFinancial

Settlement

Financial SettlementFreight Bill Audit• All invoices audited to within $0.05 of contracted rates• Capture and correction of errors on 3.72% of all freight

invoices processed in 2011General Ledger (GL) Coding• Simple and complex scenarios supported• Greatly reduces time and effort spent properly coding

Consolidated Electronic Billing• One electronic invoice per week

Carrier Payment• Invoices processed in an average of 2.26 days from

receiptGuaranteed Service Refunds (GSR)Freight Accruals

Transportation Insight: A trusted freight payment and audit partner.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsTechnology

GL Coding Solutions

Accrual Reporting

Financial Settlement

Invoice Auditing

Invoice Audit Process. Timely, Accurate and Transparent.Financial Settlement

Day 1

•Carrier Picks Up Freight

Day 2

•Carrier Issues Freight Invoice

Day 5

•Transportation Insight Receives Carrier Invoice

Day

12

•Process Freight Invoice•Audit for data accuracy•Re-rate to common base rate•Calculate savings and commission•Perform quality check•Prepare electronic and paper copies•Submit to client for payment

Day

19

•Transportation Insight Receives Client Payment

Day

20

•Pay Carriers

Day

23

•Carriers Receive Payment

Carrier Invoice Audit and PaymentThe following is a partial list of items addressed through the Transportation Insight audit process:

• Required documentation is provided by the carrier.• Freight invoice is date stamped the date received.• Freight payment terms audited against the Bill of Lading.• Bill of Lading # compared against the Bill of Lading.• Weight and Class compared against the Bill of Lading (variances require Inspection Certificates from carriers).• Validation that the location billed for the freight (shipper, consignee or TPB) belongs to client.• Validation of origin city, state and postal code against USPS (or Canada Post for Canadian shipments).• Validation of destination city, state and postal code against USPS (or Canada Post for Canadian shipments).• Double-keying of Pro Number to ensure validity.• Double-keying of Total Charges to ensure validity.• Received date must be greater than the pickup date.• Pickup date must be within date parameters set by customer.• Client-specific checks (PO#, Acknowledgement #, GL Coding, etc.).• Bill of Lading # must fit pre-defined client format if client has a specific format.• PO # must fit pre-defined client if client has a specific format.• Pro Number keyed must fit pre-defined format by carrier (concerns length and position of letters/numerals).• Mode keyed by carrier must fit pre-defined selections set up by carrier in our system.• Duplicate check made by carrier/Pro Number as well as by customer/Bill of Lading number (outbound shipments) and

customer/PO Number (inbound shipments).• Total weight must match sum of freight detail from the invoice.• Actual class of the merchandise must be within ranges set for a customer (separate ranges inbound and outbound).• Audited amount must match within tolerances set on a customer-by-customer level. This audit considers: Base rates, actual class,

individual item weights, total shipment weight, class exceptions, accessorial charges and waivers, whether the carrier services the origin direct or joint-line, whether the carrier services the destination direct or joint-line, fuel surcharge.

• Calculate charges for the selected primary, secondary and tertiary carrier and compare to carrier that hauled the freight.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsTechnology Financial

Settlement

GL coding solutions to fit your needs.Financial Settlement

Introduction Co-managed Logistics Technology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

Simple Solutions• By Location (Inbound, Outbound, Third-Party)• By Job Number, BOL or PO• By Mode• By information provided in BOL data file

Complex Solutions• By SKU• By Accessorial• By stop (on multi-stop invoices)

• Client provides and clearly defines rules• Applied by Data Entry, Business Analyst, Script or

combination of all

Financial Settlement

Accrual Reporting

GL Coding Solutions

Invoice Auditing

Best-in-Class Accrual ReportingFinancial Settlement

Introduction Co-managed Logistics Technology Business

InsightLEAN

SolutionsSourcing Solutions Next Steps

• Eliminate the headache of chasing carrier invoices to close out each month

• Accurately forecast transportation costs

• Customizable to specific client parameters

Financial Settlement

Business InsightInsight Now• Real-time information identifying

optimal shipment routing, in-transit tracking, and financial settlement information

Historical Insight• Customized reporting that identifies

trends, uncovers missed opportunities, and propagates continuous improvement

Future Insight• Engineering and consulting expertise

providing network analysis, supply chain planning, and strategic business support

If you can measure it, you can manage it. Customized, insightful reporting.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions

All Modes All Locations Truckload Metrics

Least Cost Reporting

Parcel Metrics

Before

After

Next StepsFinancial SettlementTechnology

LTL MetricsInternational

Business Insight – All Modes

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions

All Modes All Locations Truckload Metrics

Least Cost Reporting

Next Steps

Parcel Metrics

Financial SettlementTechnology

LTL MetricsInternational

Business Insight – All Locations

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions

All Modes All Locations Truckload Metrics

Least Cost Reporting

Parcel Metrics

Next StepsFinancial SettlementTechnology

LTL MetricsInternational

Business Insight – International

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

LTL Metrics Truckload Metrics

Least Cost Reporting

Parcel MetricsAll Modes All Locations International

Business Insight – LTL Metrics

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

All Modes All Locations Truckload Metrics

Least Cost Reporting

Parcel MetricsInternational LTL Metrics

Business Insight – Truckload Metrics

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

All Modes All Locations Least Cost ReportingInternational Truckload

MetricsLTL Metrics Parcel Metrics

Business Insight – Parcel Metrics

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

Next Steps

Business Insight – Least Cost Reporting

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions

Financial SettlementTechnology

LEAN SolutionsAreas We Can Help:• LEAN Execution• LEAN Training and Leadership Development• Value Stream Mapping• Kaizen Events• QuikSigma™ (Six Sigma)

• Organizational Development• Leadership and C-Level Coaching• Succession Planning• 7 Habits of Highly Effective People• 360° Feedback Program

What You Can Expect:• A lifeline to help pull your business clear of operational rough

patches and to help it survive turbulent business cycles

Total Insight. Achieve and Sustain Excellence.

Eric Lail, Vice President - LEAN Performance Solutions, conducts a Lean Certification course.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology

Sourcing SolutionsAreas We Can Help:• Packaging Supplies• Indirect Material• Maintenance, Repair and Operational Supplies

What You Can Expect:• Co-managed solutions – we recommend, you decide• Typical savings range from 10-25%• Solutions to meet or exceed your quality and

service requirements• Fast, timely project completion• Assistance with implementation and supplier transitions• Ongoing price monitoring with regular updates

Thinking outside the box to reduce supply chain related costs.

Introduction Co-managed Logistics

Business Insight

LEAN Solutions

Sourcing Solutions Next StepsFinancial

SettlementTechnology