All Projects
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Data Projects
Benson Babu
New Report - Purchase Margin
Business Context/Use Case: * Since the McLeod 25.2 Upgrade (November 2025) there is a new process for Fuel Surcharge for the RLC Purchase business segment. * When the order is billed the Customer’s Fuel Surcharge will be recalculated to reflect the rate on the day of the scheduled pickup. Then when the order transfers to Settlement the Carrier’s Fuel Surcharge will be recalculated as well. * Previously, the fuel surcharge was automatically flowing over to the Carrier side at time of creation on customer side * Because it is not a simultaneous addition there may be discrepancies in the margin after the billing and settlement process have ran The Need: * The Billing & Settlement teams need a report that will capture these discrepancies where the margin is not exactly $30.
Due: Not Set
Status:
0%
High
Fundamentals
VLOG SQL: CW Report changes (SPM-45401)
Queries like these should be “productionized” and put in a database. Because they were not stored in the database, we do not know they exist and we do not account for them when we make changes. Three of these tables were just removed from the 03 Prod Staging database because they not being used by anything that I was aware of. We had an urgent effort to no longer pull data from CW into the 03 Prod Staging database to reduce costs. Instead we are now pulling the data from the Data Lake. I took this opportunity to remove any tables that were not being used by any stored procedures or views. This further reduces our costs of storing data that no one is using. I like Rob’s solution to this issue: putting this query in a proc in Azure since there are many more CW tables in that database. Having a procedure in the database will give us visibility to the use of the tables.
Due: Not Set
Status:
0%
Medium
Fundamentals
Power BI: Exit Survey update (SPM_34497)
PowerBi: HR has an Exit Survey report in PowerBi that needs to be completely updated because we have updated the questions in the exit survey
Due: 11-22-2025
Status:
0%
Low
Fundamentals
Andrew Davidson
N.A. Ground Division Growth Initiative - Phase 2
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
Due: 12-04-2025
Status:
60%
High
Fundamentals
Create an Employee MDM (SPM-16955)
MDM = Master Data Management Right now we have users set up in pipedrive, mcleod, oracle, calabrio, deposco, and cargowise. (Possibly mercury gate too but I know nothing about that). There does not exist any actual linkage between these records and so any attempt to gauge whether pipedrive activities are resulting in more McLeod orders or if changing someone’s manager (which is documented in Oracle) helped with their international sales (in cargowise) is relying on fuzzy matches. I don’t know oracle well enough to know if it has any sort of native way of handling this but, worst case scenario, we need to build a small application in order to maintain an employee mapping table so that we can definitively track the progress of our people across all of the different applications that they work in. There’s going to be dozens of reports that will use this linkage once it exists. The biggest ones being for AE incentives linking mcleod to oracle but, presumably, the other teams will also need this.
Due: Not Set
Status:
60%
High
Fundamentals
(SPM-21061) LAX Warehouse Inventory Report
Need a Inventory Report for LAX Warehouse Skid level with the end goal of being able to see inventory in all asset warehousing. Goal to answer the Question: If any warehouse was going to move, how many truckloads would it take to move.
Due: 09-13-2025
Status:
70%
High
Fundamentals
Robin Lantigua
New Report - Purchase Margin
Business Context/Use Case: * Since the McLeod 25.2 Upgrade (November 2025) there is a new process for Fuel Surcharge for the RLC Purchase business segment. * When the order is billed the Customer’s Fuel Surcharge will be recalculated to reflect the rate on the day of the scheduled pickup. Then when the order transfers to Settlement the Carrier’s Fuel Surcharge will be recalculated as well. * Previously, the fuel surcharge was automatically flowing over to the Carrier side at time of creation on customer side * Because it is not a simultaneous addition there may be discrepancies in the margin after the billing and settlement process have ran The Need: * The Billing & Settlement teams need a report that will capture these discrepancies where the margin is not exactly $30.
Due: Not Set
Status:
0%
High
Fundamentals
ABCO Escrow & IC Receivables View (SPM-8076)
Need a data report or BI report that will show the total of 3 GL Accounts weekly totals for a quarter and a time. This is necessary to determine if interest is owed to an IC each quarter because we are holding more of their money that they owe on Settlement each week. Bre: there are two parts to this: a view and the actual report - the data team would need to create the view and then Sherri can make the report
Due: 11-15-2025
Status:
0%
Medium
Fundamentals
SSRS / Job Inventory
Please create a google Sheet to track and maintain an inventory list of the SSRS jobs / procs and reports on the following Servers: * plprdolp03 - Datawarehouse - * plprdolt13 - LME Prod McLeod - Select access and see job definitions in SQL Server Agent * pldevolt15 - dev/UAT 25.2 McLeod - Select access and see job definitions Please share and transfer ownership of the google sheet with [email protected] [[email protected]]. Key information needed: * What report does the job / proc trigger * What is the list of emails that the report is sending to * What does this report / job / proc do - please provide a description
Due: 11-19-2025
Status:
100%
Low
Fundamentals
Rob Rosauer
PowerBi: PHX Dashboard
PHX is a new call center office that was setup and Steve would like to develop a PowerBi Dashboard that relates to this team. * PHX strategy and planning * Gather call center KPIs - Kelly Spencer * Develop reporting solutions to support the following: * Site Visits - Google Analytics - All Microsites * Calls (Calabrio and CallRail) divided by calls from sites vs all other calls * Ad Spend (Google) * Paid visits vs organic visits Google Analytics data should be pulling into the datalake, please check with Jagadeesh on this. Callrail should be pulling in as well but im not sure - please let Brenda know if you need an API User to set this up. If you have any questions or need clarification, we can set up a meeting with Steve Notes from Steve on Layout and pages for dashboard Overview: * KPIs overview of pages below Author Performance: * Looker/Author report Microsite Performance * Traffic * Engagement * Impressions * Click through rate * Conversions Agent Performance * Call Center Report * PHX Reporting Paid Ads Performance * Traffic * Close Rate
Due: 08-26-2025
Status:
30%
High
Fundamentals
VLOG SQL: CW Report changes (SPM-45401)
Queries like these should be “productionized” and put in a database. Because they were not stored in the database, we do not know they exist and we do not account for them when we make changes. Three of these tables were just removed from the 03 Prod Staging database because they not being used by anything that I was aware of. We had an urgent effort to no longer pull data from CW into the 03 Prod Staging database to reduce costs. Instead we are now pulling the data from the Data Lake. I took this opportunity to remove any tables that were not being used by any stored procedures or views. This further reduces our costs of storing data that no one is using. I like Rob’s solution to this issue: putting this query in a proc in Azure since there are many more CW tables in that database. Having a procedure in the database will give us visibility to the use of the tables.
Due: Not Set
Status:
0%
Medium
Fundamentals
AFCI/CHB WRK Status Report
Billing currently goes into Job Management in Wisecloud (Cargowise) under AFCI/CHB in order to pull a list of shipments that are in WRK status. We manually pull this list of loads and received a request to add a column for the ETA date for every shipment. Do we have a report like that? Attaching on what our report looks like before we edit it. This will have to be a custom report. Will need SQL updated to include the ETA. AFCI - Aged Items in WRK Status for Review - 09222025.eml 225.29 KB [https://api.blue.cc/uploads/cmgjosja601jf1ep637ux45nj/AFCI_-_Aged_Items_in_WRK_Status_for_Review_-_09222025.eml?content-disposition=attachment]AFCI WRK Status Reporting NEW.docx 193.44 KB [https://api.blue.cc/uploads/cmgjosj9w01ix1epj0lmm65lr/AFCI_WRK_Status_Reporting_NEW.docx?content-disposition=attachment]
Due: Not Set
Status:
0%
Low
Fundamentals
Jagadeesh Reddy
Highway Switching to SAML
Over the next 30 days, Highway will begin transitioning your account to a SAML (Security Assertion Markup Language) configuration. This change enhances protection for your organization amid new identity-based attack vectors targeting broker and carrier platforms. With SAML configuration you will get: * Centralized Control - Manage user access through your existing identity provider (Okta, Azure, etc.). * Automated User Management - Automatically provision and de-provision users as employees join or leave your organization. * Stronger Security - Combine your identity provider's MFA policies with Highway's platform platform-level controls to close exposure gaps. * Simplified Experience - Enable users to log in through your company’s standard credentials (no extra passwords to manage). To get this completed, we will need to schedule a 15–20-minute call get the following: * A list of company domains that should have access to Highway * Your user management platform (e.g., Okta, Azure, Google Workspace) * Your IdP metadata XML
Due: Not Set
Status:
40%
High
Game Changers
Project: Final Front Rollout
The project plans to collaborate with Business Process Analyst Elyssa Bennett to migrate individual Outlook emails from the Domestic Sales teams (OCF, RSW, MCO, CVG, SAT, BNA, IND) to shared team inboxes in FrontApp, targeting a completion date of September 2, 2025. The migration will then proceed to individual departments, starting with Operations on October 1, 2025, and finishing with the Warehouse by February 9, 2026. Step 2 will be to determine a schedule for those remaining boxes and individual users and implement the schedule based on the FrontApp owner’s priorities. The team will also review the efficiencies and build templates for an overall "cleansing" of Front. Set up to include: reviewing and documenting specific department needs, setup, training, assigning Front Champions, and handoff.
Due: 01-01-2026
Status:
0%
High
Game Changers
Github Infrastructure Design (SPM-38136)
We have approval to purchase Github Enterprise. We need an infrastructure Design on how this should be setup. We want to switch from using current emails in github to using SSO with Azure and rlglobal emails. Once design is approved setup needs to be implemented and repositories imported over. The old repository needs to be decommissioned. Infrastructure design needs to include Github actions, branch rules, roles and permissions.
Due: Not Set
Status:
0%
Medium
Fundamentals
Development Projects
Dylan Kazmierczak
N.A. Ground Division Growth Initiative - Phase 2
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
Due: 12-04-2025
Status:
60%
High
Fundamentals
Send Grid & SlickText SAAS Setup (Ontraport Replacement)
We are replacing Ontraport with Send Grid and need the below completed by a developer. We would also like a SQL Developer to design and setup of custom fields and list for the Architecture of the system to ensure the data is ready for uncomplicated reporting. Phase 1: Setup 1. Export and Import contact lists from Ontraport by Group to Sendgrid - Ensure Contact Names, Company Names and Titles are Title Case not all Caps. Use function =PROPER() in excel Phase 2: Automation Setup 2. Review Ontraport Automations for implementation within Send grid Phase 3: SMS Integration 3. Integrate Slick Text with SendGrid for SMS docs.google.com/document/d/1bmkye-4EH7PdrCgtTB8W2uCp7j7JHmito_TOj5xMdLo/edit?usp=sharing [https://docs.google.com/document/d/1bmkye-4EH7PdrCgtTB8W2uCp7j7JHmito_TOj5xMdLo/edit?usp=sharing]
Due: 11-01-2025
Status:
50%
High
Fundamentals
Elijah Sprung
CES Show Vegas: Exhibitor list
Please may y’all work your magic to gain the exhibitors list in excel format with phone numbers and emails? If we can target this by Dec. 01 that be most helpful. https://exhibitors.ces.tech/8_0/explore/exhibitor-gallery.cfm?featured=false [https://exhibitors.ces.tech/8_0/explore/exhibitor-gallery.cfm?featured=false]
Due: 11-25-2025
Status:
100%
Medium
Fundamentals
Wiki - Update Sales Presentations page
Clean up the Sales Presentations page on the wiki. Here's the new info: 1. Revise the names to Complete Decks (formerly Preset Modules) and Custom Build Decks (formerly Build It Modules). 2. Clean up the naming conventions for all files on the page: * Remove the dates on all file names. * Add a "last updated" with today's date up near the title for each deck set. * New naming convention: category - title
Due: 12-02-2025
Status:
0%
Low
Fundamentals
Dominick Monaco
N.A. Ground Division Growth Initiative - Phase 2
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
Due: 12-04-2025
Status:
60%
High
Fundamentals
McLeod: Alternative SSQ Process
Alternative SSQ Process for McLeod with a better Customer facing UI
Due: 07-08-2025
Status:
90%
High
Fundamentals
Lane Intelligence
📊 Lane Intelligence App – Plan of Action & Core Features 🎯 Goal To identify key locations and lanes within our business and forecast volume and margin per shipment at the 3-digit ZIP and lane level for strategic planning, pricing, and coverage insights. ✅ Phase 1: Data Modeling A. Data Sources * shipment_fact (includes origin/dest ZIP3, margin, shipment date) * Enriched with market area or geographic tags if needed B. Transformations * Extract origin_zip3 and dest_zip3 from full ZIPs * Aggregate shipments to: * Monthly origin_zip3 * Monthly dest_zip3 * Monthly origin_zip3 → dest_zip3 (lane-level) * Compute: * Shipment count * Average margin per shipment 🧠 Phase 2: Forecasting Logic A. Top-Down Forecast * For each high-volume ZIP3, for each of VAN, PUR, FMLE, LTL, FLAT, OTHER: * Forecast total shipments inbound and outbound * Forecast average margin per shipment * Save forecasted forecast_inbound_shipments, forecast_outbound_shipments, forecast_inbound_average_margin, forecast_outbound_average_margin B. Lane-Level Forecast * For top N lanes per ZIP3: * Forecast shipment volume and margin per lane * Save forecast_shipments and forecast_margin_per_shipment 1. Capture residuals: other_inbound = forecast_inbound_shipments- sum(top lane forecast_shipments) * 🗃️ Phase 3: Storage A. Forecast Tables 1. forecast_location 2. zip3 char(3) not null, 3. forecast_month DATE not null, 4. direction varchar(8) not null CHECK (direction IN ('inbound', 'outbound')), 5. business_segment varchar(8) not null, 6. num_shipments integer, 7. avg_margin numeric(16,2), 8. created_at timestamp DEFAULT CURRENT_TIMESTAMP 1. forecast_lane 1. origin_zip3 char(3) not null, 2. destination_zip3 char(3) not null, 3. forecast_month DATE not null, 4. business_segment varchar(8) not null, 5. num_shipments integer, 6. avg_margin numeric(16,2), 7. created_at timestamp DEFAULT CURRENT_TIMESTAMP 📈 Phase 4: Front-End Features A. Market Dashboard * Select a ZIP3 (shown on map) * Show inbound & outbound volumes and margin trends * Include: * Prior year (light line) * Current year (dark line) * Forecast (dotted line) * Forecast uncertainty (shaded area or line) B. Lane Explorer * View top lanes into/out of selected ZIP3 * Show volume and margin trends per lane * Flag lanes with: * Negative forecasts * Sharp growth/decline C. Forecast Accuracy (Later) * Compare forecast vs actual over time * Store forecast snapshots for backtesting * Call out lanes that didn’t meet forecast or that greatly exceeded forecast 🛠️ Phase 5: Scheduling & Automation * Run ETL: * nightly * Get newly delivered shipments and drop ones over 3 years old * Run forecast job: * Weekly or monthly * Save predictions for 3+ months ahead 📌 Summary of Key Features Feature | Description ZIP3-level forecasting | Total volume and margin per month Lane-level forecasting | Top inbound/outbound lane trends Residual handling | Separate “Other” line for non-top lanes Forecast storage | Saved to Postgres for reuse and backtesting Interactive dashboard | Visualize and compare trends, with YTD and YoY overlays Future accuracy comparison | Store old forecasts for evaluation Batch prediction pipeline | Enables precomputing and alerting (e.g., negative lanes)
Due: 08-01-2025
Status:
90%
Medium
Game Changers
Sama Younis
UiPath: Shipamax Invoice Posting
This automation project aims to enhance the efficiency and accuracy of processing warehouse invoices by integrating data from the Shipamax platform into CargoWise. The automation identifies approved records within Shipamax, then transfers relevant invoice data, such as Invoice Number, Issuer, Date, and Gross Total, into the CargoWise platform for payables processing. The UiPath automation process includes data capture, filtering, and invoice posting. The project ultimately seeks to reduce manual effort, minimize errors, and expedite workflow in the accounts payable process. Shipamax Posting Invoices in CargoWise - SOP Flow 3.18.2025 v1.0.pdf 2.89 MB [https://api.blue.cc/uploads/cm8hriyta001d2lrv8xlw81xc/Shipamax%20Posting%20Invoices%20in%20CargoWise%20-%20SOP%20Flow%203.18.2025%20v1.0.pdf?content-disposition=attachment]
Due: 04-19-2025
Status:
40%
Medium
Fundamentals
Vacation Request: Phase 3
Add Automation to validate pricing and create Purchase Order - Possible Uipath Project to Create PO in Oracle
Due: Not Set
Status:
0%
Low
Fundamentals
Marketing Projects
Abby Blystra
N.A. Ground Division Growth Initiative - Phase 2
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
Due: 12-04-2025
Status:
60%
High
Fundamentals
RLG Horse
RLG bought a horsey! To make the process smoother and avoid visible seams, the artwork should have a random pattern — nothing that needs to be precisely aligned. Think paint splashes, an abstract style, geometric shapes, brush strokes, or a freeform artistic vibe. Color palette: Stick to our RLG brand colors — dark green, lime green, orange, and light blue. Make sure to include our logo and branding elements, along with our tagline: “We import it. We store it. We ship it.” Maybe even a QR code?? Horse images: drive.google.com/drive/folders/1M57PiBRWOUZnjrLyfRXRI2OQjxLea3Ja?usp=sharing [https://drive.google.com/drive/folders/1M57PiBRWOUZnjrLyfRXRI2OQjxLea3Ja?usp=sharing]
Due: 12-01-2025
Status:
0%
High
Fundamentals
Service Pitch Deck
Steve request - We need to finish our service pitch deck - it is where we put together a wiki tool that allows people to select service modules and assembles a PowerPoint from it. Ask Abby. She is aware and it’s partially complete. I need this done by end of year. Get on it please. Get with Sarah. She is helping on this.
Due: 01-01-2026
Status:
0%
Medium
Fundamentals
Lisa Cutter
Customs Major Visitor Challenges Report
- Weekly report sent to David and Rachel - David will compare and poke holes - Once David is done Rachel will send to Steve
Due: 11-22-2025
Status:
0%
High
Fundamentals
Cyn Felton
RLG Horse
RLG bought a horsey! To make the process smoother and avoid visible seams, the artwork should have a random pattern — nothing that needs to be precisely aligned. Think paint splashes, an abstract style, geometric shapes, brush strokes, or a freeform artistic vibe. Color palette: Stick to our RLG brand colors — dark green, lime green, orange, and light blue. Make sure to include our logo and branding elements, along with our tagline: “We import it. We store it. We ship it.” Maybe even a QR code?? Horse images: drive.google.com/drive/folders/1M57PiBRWOUZnjrLyfRXRI2OQjxLea3Ja?usp=sharing [https://drive.google.com/drive/folders/1M57PiBRWOUZnjrLyfRXRI2OQjxLea3Ja?usp=sharing]
Due: 12-01-2025
Status:
0%
High
Fundamentals
Jacob Lee
USACC Chatbot Search
Search/Chat AI overview on our USACC site that gives the users an answer to their question - but only by referencing and looking at the articles on our site to give them a summary answer of their question and the links to the articles it references. * Put together list of requirements for Sama * Details of what it needs to do * Dylan will provide the "how" to Sama, we provide the "why" [https://api.blue.cc/uploads/cmdx884uo00852gna6g43evuq/image.png]image.png 137 KB [https://api.blue.cc/uploads/cmdx884uo00852gna6g43evuq/image.png?content-disposition=attachment]
Due: Not Set
Status:
0%
High
Fundamentals
Adrian Lewis
Service Pitch Deck
Steve request - We need to finish our service pitch deck - it is where we put together a wiki tool that allows people to select service modules and assembles a PowerPoint from it. Ask Abby. She is aware and it’s partially complete. I need this done by end of year. Get on it please. Get with Sarah. She is helping on this.
Due: 01-01-2026
Status:
0%
Medium
Fundamentals
Natalie Kienzle
John Peterson
Auto Rate Calculator Content Pages
Create a lead generation page that will qualify clients to use the new auto rate calculator tool on the Truckload site
Due: 08-02-2025
Status:
0%
Not Set
Fundamentals
Carsten Rieger
Rachelle Similien
David Ward
Customs Major Visitor Challenges Report
- Weekly report sent to David and Rachel - David will compare and poke holes - Once David is done Rachel will send to Steve
Due: 11-22-2025
Status:
0%
High
Fundamentals
Joe Weaver
Requestors
Steve Crandall
107 projects ▼
✅ Completed (78)
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Search Console Annotation & Log Management🗓️ Completed: 11-25-2025
Review the new dated annotation feature in Google Search Console and evaluate how we can use it to log key events such as algorithm updates, major content changes, and page updates. If GSC is not the ideal place for this, propose an alternative dynamic tracking method (e.g., shared doc or dashboard). Develop a structured logging process and take ownership of maintaining it—ensuring all entries are accurate, timely, and consistent moving forward.
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Pipedrive App Audit | API Update🗓️ Completed: 11-20-2025
Review apps for outdated endpoints. Update to v2 where possible. 1. Start Wizard 2. Order Manager 3. Customer Manager
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Create Flyer for Sales - Overview all IT capabilities we provide to Customers🗓️ Completed: 11-18-2025
Create a flyer for the front-line Sales team to be able to reference and provide to customers - explaining IT Integrations (EDI & API) currently available. Include the threshold for volume and contract. See linked draft Technology Offering document linked in comments.
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USA Customs Updates🗓️ Completed: 11-17-2025
About page, new editorial policy (linked from blogs and the footer), and updates to testimonials. Carsten making changes.
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Blog Categorization - Customs🗓️ Completed: 11-14-2025
Steve 11.11.25 - Why do you think we are seeing a loss in engagement rate on the sites you listed in the 11/6 report? Can you capture for me all the articles on Customs today and categorize them - Navigational - Commercial - Transactional - Informational Then can you get me the primary keyword for all these articles and URLs for each in a report please?
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Average Rank Increase - Customs🗓️ Completed: 11-14-2025
Steve 11.11.25 - The 16% Avg Rank increase from July enhancements - how much of that was just Customs? And what articles?
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N.A. Ground Division Growth Initiative - Phase 1🗓️ Completed: 11-12-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
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Wiki Tool - RLC Track and Trace🗓️ Completed: 11-07-2025
Track and trace tool on the Wiki for CPE usage. Currently living on the staging Wiki.
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New Home Page Performance Check🗓️ Completed: 11-05-2025
Steve wants me to pull the total traffic and organic search traffic for the home page for last week through today and compare it to the previous period, since last Monday is when the new home page was rolled out.
View Task - 🗓️ Completed: 11-03-2025
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BigQuery Data Consolidation for Google Analytics🗓️ Completed: 11-03-2025
The current setup stores Google Analytics data across multiple tables (device, deviceWebInfo, Geo, PrivacyInfo) in BigQuery and Azure SQL, leading to excessive redundancy and inefficient reporting. To streamline data processing and improve performance, we aim to consolidate these tables into a single, optimized table while ensuring compatibility with Power BI reports. Objectives 1. Reduce Data Redundancy * Consolidate data from [GoogleAnalytics].device, [GoogleAnalytics].deviceWebInfo, [GoogleAnalytics].Geo, and [GoogleAnalytics].PrivacyInfo into one common table in Azure SQL. 2. Improve Query Performance & Efficiency * Reduce the number of joins in queries by centralizing data. * Optimize indexing and storage for efficient retrieval. 3. Ensure Compatibility with Existing Reports * Modify Power BI views (VW_SessionCountsByGeo, VW_GeoEventConversionMetrics) to reference the new consolidated table. * Update related Power BI reports to reflect the changes.
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Google Search Console -> Datalake🗓️ Completed: 11-03-2025
This is Task is all about Migrating the data from Google search Console to Big Query by creating the datasets and by Azure Data Factory get the data into Data Lake.
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Customs: Sales Data Report Automation🗓️ Completed: 11-03-2025
We are exploring ways to automate our Customs Sales Data report, which currently aggregates information from various sources. Given the complexity and diversity of these data sources, this automation process will require careful planning and is expected to take some time. The report incorporates data from the following services, each presenting unique challenges: Fluent Forms (USACC) Stripe Google Analytics 4 (GA4) Google Ads (Looker) LiveChat CallRail
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PowerBi: GA Replicate Author Tracking Reports🗓️ Completed: 11-03-2025
We have a BI report on GA4 data featuring a proposed page that displays page information by events. An author filter has been added to this page, and it is currently pending review. [https://api.blue.cc/uploads/cm7nrxkzp01ug2ls5ax0d91nn/image.png]image.png 99.2 KB [https://api.blue.cc/uploads/cm7nrxkzp01ug2ls5ax0d91nn/image.png?content-disposition=attachment]
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Google Analytics -> Datalake🗓️ Completed: 11-03-2025
pull microsite traffic data from google analytics, through bigquery, into the datalake.
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PowerBi: Google Analytics Microsite Reports🗓️ Completed: 11-03-2025
This project integrates Google Analytics 4 (GA4) data into our data lake, enabling structured storage for further analysis. The next phase focuses on developing a BI report to visualize key GA4 metrics, providing insights into user behavior, traffic sources, and engagement trends. The report will offer a streamlined view of essential analytics data to support data-driven decision-making.
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Cargo Wise Power BI reports refresh🗓️ Completed: 11-03-2025
The latest CW update includes changes to the table columns, with some columns being removed. As a result, the Power BI reports require a desktop refresh to align with the updated table structure.
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Freight Insurance Coverage - Record Full Video🗓️ Completed: 10-31-2025
Long form YouTube video for Freight Insurance Coverage. - Rachel records voiceover - Adrian creates video
View Task - 🗓️ Completed: 10-31-2025
- 🗓️ Completed: 10-29-2025
- 🗓️ Completed: 10-27-2025
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GSC Organic Traffic Report🗓️ Completed: 10-21-2025
Via Steve 10.20.25 - I want a report on how active GSC is in terms of organic traffic - are we losing visits and traffic? customs first data please.
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RLG Blue Dashboard: Azure Login & Upvote🗓️ Completed: 10-10-2025
Jagadeesh and Dominick have a Microsoft SSO in Dominick's update for RLG Blue. We want the Microsoft SSO to replace the global password. The Microsoft SSO would need to work for any UI endpoint in the app and any new ones that are added. Since we are adding in the Microsoft SSO, we would now be able to identify the individuals that are upvoting on projects. We would like to revisit implementing Upvotes with this project as well.
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High Level System Diagram🗓️ Completed: 10-07-2025
Create a High level system Diagram for all systems and integrations. Make a document for it as well.
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Blog AI Search🗓️ Completed: 10-06-2025
Goal: Add an “Ask AI” feature to blog pages so users can type in questions. The AI will check if the current blog post answers their question. If not, it will search other blog posts. If still not found, it will provide a short summary answer and link to the most relevant page on the site. Requirements: * Show an “Ask AI Assistant your question” box on all blog posts. * Users can type in a natural language question. * AI searches the current blog post first. * If no match, it checks all blog posts. * If still no match, it checks the rest of the site and: * Shows a quick summary answer (if available) * Provides a link to the most relevant page * If no answer is found, show: “We couldn’t find an answer. Contact us here [link].”
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Warehouse Recap Form and Automated email🗓️ Completed: 10-01-2025
Lives on the Wiki: Develop a Form that would send an email based on form submission. Section 1: Summary and Key Take Aways Main Summary Update (Shows in email header - may want Open AI to Summarize) Los Angeles Number Field: Available Spaces Input Field: Status Update Atlanta Number Field: Available Spaces Input Field: Status Update Ocala Number Field: Available Spaces Input Field: Status Update Section 2: Warehouse Counts [https://api.blue.cc/uploads/cmd97dtq300dh2ju37qkge8y6/image.png]image.png 66.96 KB [https://api.blue.cc/uploads/cmd97dtq300dh2ju37qkge8y6/image.png?content-disposition=attachment] Section 3: Active Customer Projects Los Angeles Repeater Field: Customer Name, Status, Representative Name Atlanta Repeater Field: Customer Name, Status, Representative Name Ocala Repeater Field: Customer Name, Status, Representative Name Section 4: Next Steps & Action Items Repeater Field: Action Item title, Description Section 5: Contacts for Follow-Up Los Angeles Repeater Field: Representative Name, Email Atlanta Repeater Field: Representative Name, Email Ocala Repeater Field: Representative Name, Email Design:[https://api.blue.cc/uploads/cmd97mofx00nb2jtnfgne6ql3/warehouse-recap-final-design.png]warehouse-recap-final-design.png 1.11 MB [https://api.blue.cc/uploads/cmd97mofx00nb2jtnfgne6ql3/warehouse-recap-final-design.png?content-disposition=attachment]
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Company Survey Questions 2025 (SPM-18683)🗓️ Completed: 09-15-2025
Development (Dylan) to create survey on Monday. Marketing to send email out on Tuesday. Must be approved by Steve and Abby before sending.
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Update for RLG Blue Dashboard (SPM-20233)🗓️ Completed: 09-11-2025
Only on Incomplete Projects & Completed Tab: Add a Filter by IT & Marketing Requests (These are separate boards in Blue) Only on Incomplete Projects Tab: Remove Priority Column/Front, Keep AutoScore Change Request Tab: Change Due Date labels to Scheduled Dated on Scheduled Changes and Reported date on Reported issues. Have rows open in pop up in same window, Show description and file field, have button to blue
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Leadership Meeting: Update Survey Report & Bid Pricing (SPM-25763)🗓️ Completed: 09-05-2025
Urgent Project Request for Leadership: Update the Survey PowerBi report based on feedback obtained from Leadership. Needed by EOD / Tomorrow at latest for a leadership meeting 1. Page YoY – Q2: Timely Communication not doing percent calculation – Benson 2. Page RLC Survey Feedback 2 – Q5 chart is not right, needs to look like Q6 and Q7 but list out all branches in a table or vertical bar chart - Benson 3. Add in # of Sent emails and update response KPI Cards – Andrew & Benson 2025 Domestic and International = 427 Sent 4. We need to update the RLC VP Names on Feedback - Benson 5. Two new fields onto Domestic and International form: OpenAI Summarization on comment field and a field for sentiment on form – Need implemented moving forward and update previous form fills - Dylan 6. After AI complete – repull form data and update Feedback page to add in a chart on sentiment – Andrew & Benson 7. Add vlog comparison to survey report – Andrew 8. Bid pricing tied to RLC - Andrew to work with Tom and Rob C.
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Blue Dashboard Enhancement: Change Request Tab🗓️ Completed: 08-19-2025
Development, Data, Marketing Tabs: Can we remove the hover effect on the cards that shows the additional data? It makes the page very Jumpy and if we are just scrolling the page is moving around too much Blue Dashboard.mp4 1.83 MB [https://api.blue.cc/uploads/cmdhjknqq00l32juah8o2b3lw/Blue_Dashboard.mp4?content-disposition=attachment] Change Request Tab: Show RLG IT System Status Board on a tab - titled "RLG System Status" The Board in blue is to track scheduled updates and issues impacting multiple users By default show incomplete records - filters should allow completed records to show as well There are two types of records on this board: Scheduled Reported Issue On the New Tab we want one column for Reported Issue and One Column for Scheduled titled: * Layout: 2 Columns next to each other * Scheduled Updates * Show * Title, * Status (Project completion status - If Incomplete then status is Open - Complete can be complete) * Change Request Number, * Due Date, * Severity (Normal), * Tag, * Description (Attached Document) * Sort by due date ASC - Nearest future Date first * ex: * Title - 7-18-2025 * Title - 7-19-2025 * Title - 7-20-2025 * Reported Issues * Show * Title, * Status (Project completion status - If Incomplete then status is Open - Complete can be resolved) * Due Date, * Severity (Normal), * Tag, * Description (Attached Document) * Sort by Severity DESC and Due Date DESC - * ex: * Issue - Critical - 7-18-2025 * Issue - Critical - 7-17-2025 * Issue - High - 7-18-2025 * Issue - High - 7-17-2025 * Issue - Medium - 7-18-2025 * Issue - Medium - 7-17-2025 1 set of filters that control both Columns * Global Search Input (Searches all fields) * Severity * System (Tags) * Quick Date Option * Toggle Incomplete vs resolved - default to incomplete?
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US Customs AI Assistant🗓️ Completed: 08-15-2025
Integrate an AI assistant into the US Customs search bar to help visitors by answering their questions using only the information from the US Customs microsite. The assistant should not generate answers from outside sources; it should rely solely on our content. This content is updated regularly. It will also cite its sources clearly by linking directly to the specific microsite pages or documents where the information came from, so users can verify the answers easily.
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Blue Dashboard: Implement Scorecard & Upvote🗓️ Completed: 08-13-2025
Implement Scorecard feature and Upvote capability Sort by capability for scorecard and upvote
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Company Survey Questions 2025 (SPM-18683)🗓️ Completed: 08-12-2025
Project request requiring a developer and marketing. Need a survey created, a broadcast email created, and analytics/results when the survey is completed.
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Microsite Access Removal: Jerrod Swanton🗓️ Completed: 08-07-2025
We need to remove Jerrod Swanton's access to all Microsites We also need to remove his email from all Fluent form email notifications
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Wiki: Service Request Front Chat🗓️ Completed: 08-05-2025
Strategize and Develop the Front Chat integration with Wiki for a new and improved Service request form. The plan should include process for handling chats once live.
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Workflow of Microsite Leads / Call Integrations🗓️ Completed: 08-01-2025
I want a draft visualization and documentation on the full ecosystem of our microsites completed by end of July. This will include but not limited to where the sites are hosted, the emails the forms send to, how the calls and forms are directed, any connection to sub systems such as pipedrive and the entire workflow of information between systems, the roles involved in handling the communications, CallRail, Calabrio and any other system involved and I want these documents kept updated. And include anything I’ve missed
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Licensing Approval Flow form setup🗓️ Completed: 08-01-2025
Create a Gravity Form on the Asset Management site and implement a workflow that includes an approval process involving Steve and Rob for the following tools: Power BI, Pipedrive, and Front
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Blue Dashboard Enhancement: Date Filtering on Leaderboards🗓️ Completed: 07-15-2025
Add date filtering to the project tabs. Example show by date, range of dates, quarterly filtering, etc.
View Task - 🗓️ Completed: 06-24-2025
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Front Knowledge Content Enhancement🗓️ Completed: 06-16-2025
Please put together thorough written content that provides key details and screenshots. The intent for this content is to help other app support members work tickets in the application.
View Task - 🗓️ Completed: 06-15-2025
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Migrating Financial Reporting Workspace🗓️ Completed: 06-02-2025
The current Financial Reporting workspace was created under a free Trial capacity, which is set to expire soon. To ensure continuity, we are creating a new workspace under the Pro version and will back up and migrate all existing reports to the new workspace.
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PipeDrive: Warehouse GRI Migration🗓️ Completed: 05-21-2025
Migrate users from Teamwork Projects to PipeDrive for the Warehouse GRI projects Slide 1: High-Level Overview Flowchart Slide 2: API Call Flow (1. Org, 2. Deal, 3. Activity) labels via API? Slide 3: 2 Projects to 2 Pipelines Slide 4: Field Mapping from Projects to Deals Slide 5: Tasks to Activities
View Task - 🗓️ Completed: 05-20-2025
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Pipedrive Adoption Report🗓️ Completed: 05-19-2025
we want to see, over time, how folks are using pipedrive vs mcleod and within pipedrive how many are using START.
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Change Management Process🗓️ Completed: 05-19-2025
Create a Change Management Request for the deployments and New feature requests
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Optimizing VMs🗓️ Completed: 05-15-2025
Resizing the VMs on Azure and adding admins to those, utilizing under utilized VM on different systems for testing the upcoming deployments
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Blue Dashboard Enhancement: Requestor Tab🗓️ Completed: 05-14-2025
show the count of items they have requested Incomplete vs completed metric
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Review of Power BI Licenses🗓️ Completed: 05-12-2025
Review on Power BI licenses and create a template for the rlglobal domain
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Blue Leadership Project Dashboard🗓️ Completed: 05-09-2025
Use the Blue.cc [http://Blue.cc] api to Develop a leadership dashboard of current and on hold projects. The dashboard should showcase Project Name, Description, Requestor, Due Dates, Priority, and Assignees.
View Task - 🗓️ Completed: 05-09-2025
- 🗓️ Completed: 05-09-2025
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Blue Dashboard Enhancement🗓️ Completed: 05-09-2025
Add tab that shows all of the completed projects for leadership.
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Pull Front data into Azure🗓️ Completed: 04-29-2025
Extra message data from Front and import it into Azure database to be used later in reports. Extraction of data can be one of three methods or a combination (API, Bulk, or Webhooks).
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Customs: Investigate SureCart & Fluent Booking🗓️ Completed: 04-14-2025
Investigate using php hooks to integrate sure cart and fluent booking
View Task - 🗓️ Completed: 04-09-2025
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Microsites: Remove Access for Josh Kimble🗓️ Completed: 04-02-2025
Reassign Posts to Generic Site User - If Generic Site User does not exist make note of the site and skip
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Webex Channels / Oracle Research🗓️ Completed: 03-31-2025
Research the following: * Limiting the ability to allow users to leave from a Webex channel (we don't want users to remove themselves) * Adding users to different channels over the API based on their hire date, role, and work location Enhancement as of 3/21: * Have a bot be able to show a form that can create a new space and accept a excel / some spreadsheet and add that list of users to the created space / channel
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Communication Plan🗓️ Completed: 03-27-2025
This project focuses on implementing a structured Incident Management & Communication Plan across different office locations and teams to ensure seamless response to IT incidents and scheduled updates. The plan includes clearly defined roles, responsibilities, communication channels, escalation paths, and real-time monitoring systems to improve resolution efficiency and minimize business disruptions.
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Call Rail and Live chat Data🗓️ Completed: 03-21-2025
Create Linked services for the both the apps and Enable API for the data
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PipeDrive Start: RLC Docs, Shipment Tracing🗓️ Completed: 03-19-2025
Button on a deal with an order number - no free search Attaches Documents to deal in pipedrive
View Task - 🗓️ Completed: 03-14-2025
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2FA setup on Wiki🗓️ Completed: 03-11-2025
Enhancing security with FluentAuth 2FA, enforcing email-based OTP for all subscribers while excluding drivers who log in using their ID numbers. This setup ensures seamless authentication while maintaining security controls. Brute force protection and backup codes are enabled for additional security
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Architecture of RFI🗓️ Completed: 03-10-2025
This project aims to design and implement a comprehensive solution for managing Request for Information (RFI) processes involving sales teams, pricing teams, and customers. The system automates email handling, data extraction, and customer responses using Azure cloud services and an AI-powered chatbot. The chatbot generates aesthetically pleasing, informative responses, ensuring efficient communication and enhanced customer engagement.
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Microsite Audit: PipeDrive Leads🗓️ Completed: 02-27-2025
Please audit each page on the Microsites and ensure they are using a Fluent Form that is sending leads to PipeDrive. We found a page on the USA Tradeshow Shipping site that had a gravity form.
View Task - 🗓️ Completed: 02-25-2025
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Wiki Usage Report 02/14/2025 - 02/21/2025🗓️ Completed: 02-24-2025
Recoding Wiki usage data on Google spreadsheet for 02/14/2025 - 02/21/2025.
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Clean-Up Process of Azure DF (Pipelines)🗓️ Completed: 02-21-2025
The Azure Data Factory (ADF) cleanup process is all about keeping your data workflows tidy and efficient. Over time, it's easy for unused pipelines, triggers, and datasets to pile up, which can make things harder to manage and even impact performance. By identifying and removing these obsolete items, you can ensure your ADF environment stays organized, runs smoothly, and remains cost-effective.
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Power BI Plan🗓️ Completed: 02-21-2025
This project involves the creation of a new Power BI workspace to centralize reports and establish role-based access control (RBAC). The action plan includes migrating reports to the new workspace, removing existing user permissions, and assigning two admins with full access and "View Only" permissions to the rest of the users. Additionally, a tracking spreadsheet will be maintained to document user roles and access levels, ensuring secure and organized report management.
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Architecture for Webex Spaces Automation🗓️ Completed: 02-13-2025
This project automates the management of Webex space memberships by integrating Webex APIs with an Azure SQL Database. The bot fetches membership data from Webex spaces and compares it with the employee data stored in Azure SQL. A stored procedure identifies discrepancies, such as employees who have left Webex spaces but are still active in the organization. The bot, hosted on Glitch, DigitalOcean, or Azure, listens to webhook triggers and re-adds users who unintentionally left while respecting exclusion lists. This ensures team spaces remain consistent and up-to-date, reducing manual oversight and improving collaboration efficiency.
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Azure Automation updates🗓️ Completed: 02-10-2025
The Azure Automation scripts have been upgraded to PowerShell 7.2 to enhance performance, security, and compatibility with the latest Azure modules. This update replaces traditional authentication with Managed Identity, improving security by eliminating stored credentials. Additionally, improved logging, error handling, and proactive monitoring ensure better visibility and reliability of automation workflows
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UiPath and Python Integration🗓️ Completed: 02-07-2025
Project task board for integrating Python with UiPath. These changes will allow developers to leverage Python code within UiPath applications to broaden what can be automated.
View Task - 🗓️ Completed: 02-06-2025
- 🗓️ Completed: 02-05-2025
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CW Automated Schema Updates🗓️ Completed: 01-29-2025
Every 5 weeks or so CW pushed an update that may break zero or more of our tables by changing their schemas (adding columns, removing columns, or changing data types). The goal of this project is to automate this upgrade process into RLG_DW.cargowise schema updates.drawio 22.01 KB [https://api.blue.cc/uploads/cm65d1o1z0e6k2lpq9jij2h9t/cargowise%20schema%20updates.drawio?content-disposition=attachment]
View Task - 🗓️ Completed: 01-27-2025
- 🗓️ Completed: 12-30-2024
- 🗓️ Completed: 12-20-2024
⏳ Incomplete (29)
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Create a Wiki Fluent Form flow for Tech Stack User License Approvals🗓️ Due: Not Set
Steve requested a new process for approving user licenses for new hires. He wants the approval process automated on the Wiki with a Fluent Form (plug-in like Gravity can do). These requests will need to be approved by Steve and Rob. Look at the current New Hire forms for basis (but these need revision)
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Wiki - Update Sales Presentations page🗓️ Due: 12-02-2025
Clean up the Sales Presentations page on the wiki. Here's the new info: 1. Revise the names to Complete Decks (formerly Preset Modules) and Custom Build Decks (formerly Build It Modules). 2. Clean up the naming conventions for all files on the page: * Remove the dates on all file names. * Add a "last updated" with today's date up near the title for each deck set. * New naming convention: category - title
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Website Analytics 2025 Reporting🗓️ Due: 12-06-2025
What’s drawing the traffic? Of those which are converting? What is the most common journey of a user before they convert?
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PR Outreach Plan🗓️ Due: 12-13-2025
Put a plan together for outreach back link strategy. Websites like HARO and SoS.
View Task - 🗓️ Due: 12-16-2025
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Customs Major Visitor Challenges Report🗓️ Due: 11-22-2025
- Weekly report sent to David and Rachel - David will compare and poke holes - Once David is done Rachel will send to Steve
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Concur AP Power BI Report (SPM-45413)🗓️ Due: Not Set
He would like a project created to assist Vince with any Concur AP reporting needs he may have. Needs a BPA to work with Vince.
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N.A. Ground Division Growth Initiative - Phase 2🗓️ Due: 12-04-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
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Service Pitch Deck🗓️ Due: 01-01-2026
Steve request - We need to finish our service pitch deck - it is where we put together a wiki tool that allows people to select service modules and assembles a PowerPoint from it. Ask Abby. She is aware and it’s partially complete. I need this done by end of year. Get on it please. Get with Sarah. She is helping on this.
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Printable Calendars🗓️ Due: 11-29-2025
Lives: drive.google.com/drive/folders/1JRsgXljt803Kt-nCwAGdRXW1ko1_ON9J?usp=sharing [https://drive.google.com/drive/folders/1JRsgXljt803Kt-nCwAGdRXW1ko1_ON9J?usp=sharing] Google Calendars (links for QR codes) * Best Shipping Dates [https://calendar.google.com/calendar/embed?src=553b3e23f0bd7f875b7e3ff5aed0543225612866315cd972a8dcacd05e7c2df4%40group.calendar.google.com&ctz=America%2FNew_York] * Logistics Regulatory Dates [https://calendar.google.com/calendar/embed?src=4588874c7274491c0dda30d0d9729e9252c3c9a5ae30254c4746837b6c181449%40group.calendar.google.com&ctz=America%2FNew_York] * Logistics Conferences [https://calendar.google.com/calendar/embed?src=e49af3de07ca5edc0ac99502399cf1898377f397351576e4126283135af790ef%40group.calendar.google.com&ctz=America%2FNew_York] * Florida Business Important Dates [https://calendar.google.com/calendar/embed?src=fb27382135b424c97c5f75edbb8f38aebdd5d19d46bc2e22fc748f662a0145f5%40group.calendar.google.com&ctz=America%2FNew_York] Meeting Notes 11.5.25: Downloads of calendars in your industry o Printable (double page, 2nd page different color) o Create a content calendar for capturing more email addresses o Tradeshow event calendar § Highlight which ones we want to be at o Owning our own backyard – Ocala/Gainesville event calendar (North Central FL, Central Florida) o Separate calendar for other logistics things § US government – dates things need to be turned in o Best time to ship calendar § China does their New Year – kills anything coming in or out
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Send Grid & SlickText SAAS Setup (Ontraport Replacement)🗓️ Due: 11-01-2025
We are replacing Ontraport with Send Grid and need the below completed by a developer. We would also like a SQL Developer to design and setup of custom fields and list for the Architecture of the system to ensure the data is ready for uncomplicated reporting. Phase 1: Setup 1. Export and Import contact lists from Ontraport by Group to Sendgrid - Ensure Contact Names, Company Names and Titles are Title Case not all Caps. Use function =PROPER() in excel Phase 2: Automation Setup 2. Review Ontraport Automations for implementation within Send grid Phase 3: SMS Integration 3. Integrate Slick Text with SendGrid for SMS docs.google.com/document/d/1bmkye-4EH7PdrCgtTB8W2uCp7j7JHmito_TOj5xMdLo/edit?usp=sharing [https://docs.google.com/document/d/1bmkye-4EH7PdrCgtTB8W2uCp7j7JHmito_TOj5xMdLo/edit?usp=sharing]
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Marketing Process Development & Slide Standardization - Phase 1🗓️ Due: 01-01-2026
Purpose and Objectives The purpose of this project is to establish a clear, documented Project Management (PM) process within the Marketing Department and to standardize the development and use of presentation slides for leadership and project communication. Key objectives include: * Develop a repeatable PM process for marketing to manage its own projects independently. * Define ownership and accountability for marketing processes. * Create resource and activity plans that streamline project intake, prioritization, and execution. * Implement standardized presentation guidelines that tell a cohesive story and align with executive expectations. Scope In Scope: * Documenting marketing PM processes: project intake, resourcing, prioritization, and quality control. * Identifying and documenting process ownership across marketing functions. * Designing a flowchart for slide creation and approval (Yes/No flow). * Developing a storybook framework for slide storytelling. * Creating proposal slides for leadership and internal team use. Out of Scope: * Redesigning company-wide PM processes outside marketing. * Non-marketing presentation materials. Key Deliverables 1. Marketing PM Process Document – including intake procedures, resource allocation, and project tracking guidelines. 2. Process Ownership Matrix – defining responsible individuals for each process. 3. Slide Flowchart – decision tree for when and how slides should be developed (VP-level and major projects only). 4. Slide Storybook Template – ensuring each slide contributes to a cohesive narrative. 5. Proposal Slides for Leadership Review. Key Activities Discovery | Gather existing PM practices, identify pain points Development | Create documented PM process and ownership matrix Implementation | Finalize slides flowchart and storybook; pilot in key projects
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West Port High School Business Partnership and OJT Logistics Program Initiative🗓️ Due: Not Set
Project Purpose and Background West Port High School has launched a Career & Technical Education (CTE) Logistics Program in response to community demand—especially from employers and distribution centers along the Highway 200 corridor. The program introduces students to the logistics ecosystem, showing how goods move into and out of warehouses, and how technology drives modern supply chains. R+L Global Logistics would like to become a business partner to support this initiative. Our goal is to co-create an On-the-Job Training (OJT) and internship framework that bridges classroom learning with real-world logistics experience. The initiative will serve as a pilot model that can later be replicated at other RLG locations. Project Objectives 1. Develop the OJT Logistics Program Framework * Define the structure, duration, and goals of the student OJT and internship experiences. * Create clear role descriptions and pathways for student engagement. 2. Build Marketing and Communication Assets * Develop a website and digital hub showcasing the partnership and logistics career pathways. * Design student- and parent-facing marketing materials (brochures, videos, social content). * Launch CRM system to track student participation, progress, and career readiness. 3. Establish an Educational Engagement Plan * Develop and deliver a Modern Logistics 101 presentation by end of year (EOY). * Coordinate recurring speaker sessions at West Port, featuring RLG professionals. * Align topics to the logistics lifecycle (procurement, warehousing, transportation, tech). * Identify December speaker — Contact: Amanda Schied (AE - Quality Manager). 4. Foster Student Readiness and Engagement * Collaborate with parents to build awareness of logistics careers. * Create safe, compliant experiential learning opportunities (non-warehouse). * Introduce part-time and project-based student roles (content creation, coding, marketing). * Partner with student organizations (e.g., Girls Coding Club). 5. Develop a Replicable Model * Design documentation, tools, and workflows that can be scaled across RLG sites. * Identify key contacts, processes, and data points for expansion. Project Scope In Scope * Partnership agreement and engagement framework with West Port HS * OJT program design and pilot implementation * Marketing collateral and student outreach website * CRM for student and career tracking * Speaker engagement program * Internal alignment meetings with VPs and department heads Out of Scope Direct student access to warehouse floors (restricted by safety regulations)
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Wiki Fluent Form Chat🗓️ Due: Not Set
Currrently we use front's live chat widget that is showing in the bottom right of the site. It is JavaScript and it takes upwards of 12 seconds to appear in load and this causes confusion for our users. I want to eliminate the live chat front widget and replace with a form like a fluent form or something similar to where it's embedded in the page, not a widget , where it loads immediately. Then they put tin their question and the get to user session is live in real time. The way the widget works today is that it records into front and provides a ticket number. I want the same functionality and ability to talk to a live agent - and I think we can do this tie in with the front api. This would essentially be Elijah exploring and finding a solution for the plugin that is more homegrown but still keeps all of the functionality that we have now.
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Webex Bot: GA Bot Updates🗓️ Due: Not Set
Using Google Analytics API and Webex APIs, Post to a webex space on Current Traffic, top 3 most visit pages , #sales - for today every thirty minutes for microsites
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Cargowise Invoice Audit🗓️ Due: 01-01-2026
Steve has asked that we revisit Auditing the Cargowise invoice, He would like Ricardo, Sarah and Nicole to work this and get details for each line item in the invoice - Aligned Partners was working this for us before they were not able to anymore - he needs this to be addressed again and quickly since the budget discussions are coming up. Overview: The Cargowise Cost Control Initiative aims to improve visibility, accountability, and cost efficiency in RLG’s use of the Cargowise platform. The project will establish a standardized, repeatable process for validating software charges, managing vendor relationships, and ensuring value alignment across business units. Phase 1: * Obtain a comprehensive menu of Cargowise charges, including all cost-per-item details (even if not invoiced). * Compare invoices against the vendor’s charge menu to identify discrepancies or unnecessary expenses. * Research alternative companies: Magaya & Newage * Investigate and validate each invoice line item by engaging RLG users to confirm usage, purpose, and necessity. * Develop a Blueprint for Software Cost Control to enable a monthly, systematic, and automated review process. Phase 2: * Create a vendor accountability program, requiring vendors to report software utilization and value contributions. * Establish a vendor scoring system to rate responsiveness, openness to feedback, and performance. * Vendor Utilization & Scoring Framework – System for tracking usage, vendor responsiveness, and value. * Executive Presentation – Summary slides to illustrate findings and recommendations.
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McLeod: Alternative SSQ Process🗓️ Due: 07-08-2025
Alternative SSQ Process for McLeod with a better Customer facing UI
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GG Server Performance Optimization🗓️ Due: Not Set
This project involves setting up two cPanel accounts on GreenGeeks VPS and implementing a load-balancing solution to enhance scalability, reliability, and performance for high-traffic scenarios. The setup includes configuring WHM to create and manage separate hosting instances, deploying an Nginx-based or Cloudflare-based load balancer, and ensuring content synchronization across both cPanel accounts. Additionally, it covers resource allocation, traffic distribution strategies, monitoring, and cost analysis to optimize server performance and maintain high availability.
View Task - 🗓️ Due: Not Set
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Front Sidebar: Node.js App to Automate Communications for Issues🗓️ Due: Not Set
A Front Sidebar app that is only available to IT to submit a form that will automate communications based on the severity of an issue that needs to be reported to the business
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Project: Final Front Rollout🗓️ Due: 01-01-2026
The project plans to collaborate with Business Process Analyst Elyssa Bennett to migrate individual Outlook emails from the Domestic Sales teams (OCF, RSW, MCO, CVG, SAT, BNA, IND) to shared team inboxes in FrontApp, targeting a completion date of September 2, 2025. The migration will then proceed to individual departments, starting with Operations on October 1, 2025, and finishing with the Warehouse by February 9, 2026. Step 2 will be to determine a schedule for those remaining boxes and individual users and implement the schedule based on the FrontApp owner’s priorities. The team will also review the efficiencies and build templates for an overall "cleansing" of Front. Set up to include: reviewing and documenting specific department needs, setup, training, assigning Front Champions, and handoff.
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HTS Lookup🗓️ Due: 06-01-2025
we have a site where people can try to lookup HTS codes. We want to understand what they're searching for. However, the lookup function is REALLY bad as provided by us gov so I need to make a better one by training a custom embedding model.
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PowerBI Dashboard for IT Team (SEO and Marketing Analytics)🗓️ Due: Not Set
Objective: Develop a PowerBI dashboard for the Marketing team that replicates the style and functionality of dashboards seen on agencyanalytics.com [https://agencyanalytics.com/], with a focus on SEO and marketing performance metrics. This dashboard should also incorporate internal business and financial data for a more complete view. Background: We like the structure of Agency Analytics and may want to model our dashboard after the type of reporting and visual structure they showcase—particularly around SEO performance (e.g., keyword tracking, organic traffic, backlinks, etc.). Additionally, integrating internal financial and business data will provide context and help align marketing performance with broader company goals. Key Requirements: 1. Dashboard Design: * Replicate the clean, intuitive visual format seen on agencyanalytics.com [https://agencyanalytics.com/]. * Include core SEO metrics: keyword rankings, organic traffic, impressions, backlinks, conversions, etc. 2. Data Integration: * Combine SEO/marketing analytics with business and financial metrics from our Data Lake. * Leverage existing data sets currently visualized (in rough format) within PowerBI. 3. (Per Steve) Collaboration: * Work closely with Bre and Andrew (Data Team) to source and organize the data. * Set regular check-ins to review progress, define metrics, and iterate on dashboard functionality. *
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Optimization of Front and integrate with Blue🗓️ Due: 03-01-2025
Optimizing Front for ticketing and service workflows by fully migrating from Teamwork Desk. This project includes integrating Blue with Front to automatically create project boards for incoming requests. The goal is to streamline operations, enhance team collaboration, and improve service management efficiency
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Customs: Microsite Inventory🗓️ Due: 02-08-2025
Checklist of items on Customs microsite, including blog articles.
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Microsite: Implement SureCart with Customs🗓️ Due: Not Set
Replace the implementation of WooCommerce and Fluent forms with SureCart on the USA Customs Clearance site.
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WordPress: Digital Message Board🗓️ Due: Not Set
We would like a page on the Webex Announcement System for a Digital Message Board. The Digital Message board page needs to be able to be displayed on a Smart TV by a Url. The Height and width of the page needs to fit the dimensions of a tv. The page would be behind a login but the url used on the TVs would have query parameters that are secure and auto logs in to the Digital Message Board Page. Additionally, The page needs to be developed in a way that Marketing can easily change the text and design without involving a developer.
View Task - 🗓️ Due: 03-15-2025
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Digital Ocean App Fail Over Service🗓️ Due: Not Set
This project focuses on integrating Digital Ocean with Azure Cloud as a failover service to ensure high availability and redundancy. The implementation involves setting up DNS-based failover, multi-cloud load balancing, and data synchronization for seamless traffic redirection in case of failures. Additionally, it incorporates monitoring, automated failover testing, and cost optimization strategies to maintain an efficient and resilient multi-cloud infrastructure.
View Task
Tom Aumann
29 projects ▼
✅ Completed (19)
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Mcleod fields cleared out before we start using it for our Sourcing teams CRM tool. (SPM-32188)🗓️ Completed: 11-12-2025
Looking to have a number of Mcleod fields cleared out before we start using it for our Sourcing teams CRM tool.
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PowerBI: phone verification data pull🗓️ Completed: 11-05-2025
Before Telecom can start the CPE Routing changes for Tom Aumann we need some data out of data lake/power BI in regard to what agents are assigned to what team and what skills are assigned to those agents for verification purposes. Shawn has a complete list of what we’re looking for, please reach out to him at 82111004 to review
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Add Tracking in Customer Scorecard Report - GSD Report (SPM-25765)🗓️ Completed: 10-29-2025
Would like to add a tab on the Customer Scorecard Report for GSD Flatbed - and have it track monthly, weekly volumes and margins of loads in Flatbed trailer types of the following: F48,FT48,F53,FT53,F,FA,BT,FN,FZ,FH,MX,FD,FT,FC,FM provide numbers and a graph that has both numbers on 2 axis
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Carrier Offer Info in Pipedrive (SPM-25880)🗓️ Completed: 10-13-2025
Looking to get Carrier Offer information to show in Pipedrive to let Sales know when we have had offers on orders from Carriers
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PowerBI: Intermodal / Dray Rev Codes Report (SPM-27294)🗓️ Completed: 10-02-2025
Can we do a report that shows all intermodal / and Dray rev codes on hold based on Dispatcher - and then a report that would measure the time from the actual Delivery date and time to the hold removal date and time so we can manage the paperwork process from there?
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PowerBI: Adding to Ops Performance Dashboard Report (SPM-27458)🗓️ Completed: 09-24-2025
Can we do a few adds to the Performance Dashboard - Operations BI report: Would like to update the following: Update bus segment to add summarized bus segments in the following manner: Transactions = (CAN, FLAT,RPRJ,SAM,TEMP,TKR,VAN) Special Services (EMD, EXP,FMLE,TS) These would be additional bus segments so we can still have the smaller breakdowns but have a simple roll up for these two. Then update the Overview with a Select Bus Segment options to cut all data and graphs on the screen for that bus segment (margin, Margin% and Volume graphs at bottom would cut to the info based on biz segment as well as all kpi's on the screen. Last, be able to drill into all the following KPI's on the Individual and Team tabs - when drilling it you would click onto a single KPI and it would open up a Graph showing the last 6 months, and drill down again and it would show graph of last 6 weeks of the specified KPI. KPIs to include: Movements, Margin, Revenue, Reuse Carrier%, OB Calls, OB Talk Time, Tracking %, Check Calls, On Time
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BI: Performance Dashboard - Operations - Needs update🗓️ Completed: 09-08-2025
Can we get the Team tab to show the following in these areas: Team Operations should show: Javon Bryan – with Cameron Burton, Saif Naushad, Steven Nowaczyk and any direct reports for Javon under Javon Trey Crossno – and any of his directs under him Thanks under Strategic Operations – only the following CPE/SPE’s under both Cameron and Saif Eddie Rieck, Nancy Leffler, Gregg Braun And under transactional – all CPE’s SPE’s with the exception of those in Strategic Operations, Special Services, Intermodal, Mexico and LTL?
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UIPath: Loadboard Sync🗓️ Completed: 08-14-2025
Currently there is one user that has logins to all the load boards. Steve would like to have an automation that is able to login to all the loadboards (2FA) and post the loads in one public place for more visibility.
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Power BI: Carrier Bids on Orders Report🗓️ Completed: 07-29-2025
Generate a PowerBi report on the Number of Carrier Bids on a McLeod Order. Does Every load have 3 or more bids? How many and which ones do not? Order by and Pull by Dispatcher Splice by Revenue code Drill through by Branch, Manager and CPE Monthly Basis Hopes to tie into Service Failure by Rolled code RLVG or voided How many total and how many had 3 bids
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Front Highway Integration🗓️ Completed: 07-23-2025
Develop an Integration between Highway and Front to aid in detecting potential fraudulent emails. Test
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Special Services Reporting🗓️ Completed: 06-18-2025
I need reporting for Special Services to manage our team to growth from prior year. Report needed info below: Special Services Monthly Reporting: Final Mile: Actual Loads, Revenue, Margin and On-Time Delivery for all orders: FM Revenue Codes PLUS all Van Rev Code orders with less then 13 Pieces and Less then 10,000 LBS. By Month. Expedite: Actual Loads, Revenue, Margin and On-Time Delivery for all orders; for all Rev Codes of Canada, Expedited, Final Mile, Flatbed, Temp Control, Tankers and Van < 5 hours of lead time from order Entry date and time to Order Scheduled Arrival Late (if no late then use early) LTL: Actual Loads, Revenue, Margin and On-Time Deliver for all orders; Rev Code LTL Minus all Rev code LTL for customer Hempz Total, Actual Loads, Revenue, Margin and On Time Delivery for all orders Actual Loads, Revenue and Margin- Add the above For % on time – Create weighted average for this. Based on Load numbers in each
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FlowLogix: DRAY Automatic Revenue & Charges🗓️ Completed: 05-06-2025
For orders with a Revenue code of DRAY in McLeod, when the movement status is In transit or delivered, ensure the freight charges and other charges are reflected on the movement
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DataLake: Process to Import CPE PipeDrive into Datalake🗓️ Completed: 03-04-2025
Set up Process to import CPE PipeDrive into DataLake
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DMS: Update McLeod Order for Return Containers🗓️ Completed: 03-03-2025
The McLeod orders created by DMS need to be updated to include a return trip to bring the containers back. This means we have to take the pickup location data and add it as a third stop on the shipment, as well as add database and form fields to support that data. We also need to update the 'update order' page so it can properly display the new stops and return trip, in case it needs to be fixed.
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FlowLogix: Static Dispatch Update🗓️ Completed: 02-27-2025
Flowlogix project to process uncovered orders on McLeod + update driver pay on movement. This process is meant to be run once a week, searching for the uncovered loads on flowlogix.
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PowerBI - Service Failure Report🗓️ Completed: 02-27-2025
Capture on time delivery/ pick up % for Customers/Carriers, Trends , Delay Codes
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Available Tractors Load Board: Investigate Methods to Exclude Purchase🗓️ Completed: 02-24-2025
Investigate Method to remove Purchase carriers from Available Tractors on Load Boards (V, BRK)
View Task - 🗓️ Completed: 01-08-2025
- 🗓️ Completed: 12-18-2024
⏳ Incomplete (10)
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Transfix Updates: Data Pull to Datalake and Sending Quotes🗓️ Due: Not Set
Need to update the information that we send back to transfix to include the quotes. Current we are sending Spot Requests back but we need to send the quote back once the SSQ is sent to the customer. Define and implement a process to pull Transfixes data and usage into the datalake. Transfix offered sending files to an SFTP Bucket.
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Pipedrive: Service failures on appt changes (SPM-34352)🗓️ Due: Not Set
When the date is changed in pipedrive and the rep selects a code it is supposed to go in as a delay code not an appt change code – the Delay code will record a failure on the order which is what we need to track – putting an appointment change does not provide the right insight to the failure on the load we need. How do we get this corrected as soon as possible.
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Trucker Tools: Automatic Clear Stops Feature🗓️ Due: Not Set
The driver has an option to click empty on a pick up and deliver. If a driver hits empty on a pick he would like it to clear the Pick up stop and on delivery that it would clear the stop and deliver the order. Tom was saying he thinks this is already a feature in Trucker Tools and just needs to be turned on.
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Request: Automation of Multi Class LTL BOL's🗓️ Due: Not Set
Currently we can get automated BOL's once order is created in Pipedrive for LTL to RLC - however, if there is multiple Classes on the order - the EBOL fails to outline the specific separate items, Weights, Dims and Classes on the EBOL - looking to get this updated to allow for this as AE's are currently entering all information for this into Pipedrive for rating and tendering.
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DMS: Update Stops on Order🗓️ Due: Not Set
Currently DMS is creating McLeod orders with stops in the following sequence: PU,SO,PU,SO They would like to update this to PU ,SO,SO This will allow them to split the order in mcleod when it is needed. Send Order to McLeod Form Update McLeod Order Form McLeod Order Correction Form Send Order to McLeod Snippet Update McLeod Order Snippet McLeod Order Correction Snippet
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McLeod: Flowlogix Dray/Intermodal Hold Project (SPM-27297)🗓️ Due: Not Set
This project request is similar to the LTL 7 days hold from Tom as well. Can we add the Intermodal and Dray rev codes to the project for the 7 day auto hold we are doing for LTL - as they have the same issue with dray and intermodal companies - now they should have in 2-3 days max but that just means they would take off hold earlier as long as we are monitoring Vs. the auto release
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Flowlogix: McLeod LTL 7 Day Hold🗓️ Due: 08-09-2025
FlowLogix: When an order is delivered and the revenue code is LTL, Place the order on Hold for 7 days with a Hold Reason of LTL - after 7 days if the order is still on hold release the hold so Billing and Settlement Workflow can pick up the order to be billed. The hold waits the full 7 days, and so it's on the 8th day that the hold will be released for billing.
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PipeDrive: Add Intermodal to Start Wizard🗓️ Due: Not Set
Include Intermodal as a pricing options for Quick rates and Quotes within the Start Wizard for PipeDrive
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Lane Intelligence🗓️ Due: 08-01-2025
📊 Lane Intelligence App – Plan of Action & Core Features 🎯 Goal To identify key locations and lanes within our business and forecast volume and margin per shipment at the 3-digit ZIP and lane level for strategic planning, pricing, and coverage insights. ✅ Phase 1: Data Modeling A. Data Sources * shipment_fact (includes origin/dest ZIP3, margin, shipment date) * Enriched with market area or geographic tags if needed B. Transformations * Extract origin_zip3 and dest_zip3 from full ZIPs * Aggregate shipments to: * Monthly origin_zip3 * Monthly dest_zip3 * Monthly origin_zip3 → dest_zip3 (lane-level) * Compute: * Shipment count * Average margin per shipment 🧠 Phase 2: Forecasting Logic A. Top-Down Forecast * For each high-volume ZIP3, for each of VAN, PUR, FMLE, LTL, FLAT, OTHER: * Forecast total shipments inbound and outbound * Forecast average margin per shipment * Save forecasted forecast_inbound_shipments, forecast_outbound_shipments, forecast_inbound_average_margin, forecast_outbound_average_margin B. Lane-Level Forecast * For top N lanes per ZIP3: * Forecast shipment volume and margin per lane * Save forecast_shipments and forecast_margin_per_shipment 1. Capture residuals: other_inbound = forecast_inbound_shipments- sum(top lane forecast_shipments) * 🗃️ Phase 3: Storage A. Forecast Tables 1. forecast_location 2. zip3 char(3) not null, 3. forecast_month DATE not null, 4. direction varchar(8) not null CHECK (direction IN ('inbound', 'outbound')), 5. business_segment varchar(8) not null, 6. num_shipments integer, 7. avg_margin numeric(16,2), 8. created_at timestamp DEFAULT CURRENT_TIMESTAMP 1. forecast_lane 1. origin_zip3 char(3) not null, 2. destination_zip3 char(3) not null, 3. forecast_month DATE not null, 4. business_segment varchar(8) not null, 5. num_shipments integer, 6. avg_margin numeric(16,2), 7. created_at timestamp DEFAULT CURRENT_TIMESTAMP 📈 Phase 4: Front-End Features A. Market Dashboard * Select a ZIP3 (shown on map) * Show inbound & outbound volumes and margin trends * Include: * Prior year (light line) * Current year (dark line) * Forecast (dotted line) * Forecast uncertainty (shaded area or line) B. Lane Explorer * View top lanes into/out of selected ZIP3 * Show volume and margin trends per lane * Flag lanes with: * Negative forecasts * Sharp growth/decline C. Forecast Accuracy (Later) * Compare forecast vs actual over time * Store forecast snapshots for backtesting * Call out lanes that didn’t meet forecast or that greatly exceeded forecast 🛠️ Phase 5: Scheduling & Automation * Run ETL: * nightly * Get newly delivered shipments and drop ones over 3 years old * Run forecast job: * Weekly or monthly * Save predictions for 3+ months ahead 📌 Summary of Key Features Feature | Description ZIP3-level forecasting | Total volume and margin per month Lane-level forecasting | Top inbound/outbound lane trends Residual handling | Separate “Other” line for non-top lanes Forecast storage | Saved to Postgres for reuse and backtesting Interactive dashboard | Visualize and compare trends, with YTD and YoY overlays Future accuracy comparison | Store old forecasts for evaluation Batch prediction pipeline | Enables precomputing and alerting (e.g., negative lanes)
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CPE PipeDrive Instance & Workflow APP Phase 1🗓️ Due: 03-08-2025
Start Wizard for CPE PipeDrive 1 of 2 Modules in App: * Lane Add * Quick Add (Add a Carrier Bid) Phase 1: * Quick Add
View Task
Brenda Durham
28 projects ▼
✅ Completed (22)
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- 🗓️ Completed: 11-20-2025
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McLeod Upgrade Testing - UiPath🗓️ Completed: 11-18-2025
This card is for Elijah's part in UiPath process changes for McLeod upgrade. He worked on PTLS Settlement Accruals.
View Task - 🗓️ Completed: 11-07-2025
- 🗓️ Completed: 11-03-2025
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McLeod Upgrade Testing - API Endpoints, Part 2🗓️ Completed: 10-16-2025
See McLeod Upgrade Blue Project for more info
View Task - 🗓️ Completed: 10-08-2025
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Front and Blue Sidebar App for IT🗓️ Completed: 09-09-2025
Complete side bar app from Front to Blue to assist with creating a task in Blue from Front. For both RLG IT and Marketing.
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Project Request: Live Chat TV Announcements🗓️ Completed: 08-26-2025
Request: We would like to add an announcement to the Branch TVs for the new Live Chat that is now live. The Live Chat has replaced the RLG Wiki Service request for and Now exists in RLG Wiki and in the PipeDrive Start Wizard. I have attached the slide outlining how requests can be submitted and some videos you could use for the TV Announcement. Could we do an animated video instead of a static slide for the announcement? [https://api.blue.cc/uploads/cmdq4mfbv004y2jt6767wa4dh/image.png]image.png 88.23 KB [https://api.blue.cc/uploads/cmdq4mfbv004y2jt6767wa4dh/image.png?content-disposition=attachment]RLG START WIZARD - QUICK ADD FORM (1).mp4 1.04 MB [https://api.blue.cc/uploads/cmdq4modc00502jt62sx9hk7d/RLG_START_WIZARD_-_QUICK_ADD_FORM_1_.mp4?content-disposition=attachment]RLG Wiki - R+L Global Logistics Wiki (3) (1).mp4 2.38 MB [https://api.blue.cc/uploads/cmdq4moa300b12jp4htzr2e6x/RLG_Wiki_-_R_L_Global_Logistics_Wiki_3_1_.mp4?content-disposition=attachment]
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(SPM-21293) Issue Tracker to Data Lake Enhancement🗓️ Completed: 08-25-2025
Please update the Issue Tracker Integration to the DataLake to keep all records even if a record is deleted in Issue Tracker. Allow existing records to be updated in the database if new data points present but do not delete records from the Datalake. This will allow us to Purge the Issue Tracker database for Application optimization and keep historical reporting in PowerBi.
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(SPM-22546) Front Support Main SLA to Webex🗓️ Completed: 08-25-2025
We have 3 rules in the Support Main inbox in Front that trigger on a time rule to notify ASE and IT management that a response hasn’t been completed on a ticket within a certain time period. These rules can be updated to send the alert to a webhook. We would like the 5 Min SLA to send an alert to the App Support Engineer Team Webex Space and we would like the 10 Min alert and Leadership alert to send an alert to a New Webex Space called “Critical ASE SLA”, the members in that space would be Brenda Durham and Steve Crandall. Front: Support Main 5 Min SLA Rule (SLA Warning) -> App Support Engineer Team: rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20169938 [https://rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20169938] Front: Support Main 10 Min SLA Rule (SLA Breach) -> Critical ASE SLA: rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20170002 [https://rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20170002] Front: Support Main Leadership SLA Rule (Leadership Request) -> Critical ASE SLA: rlglobal.frontapp.com/settings/tim:7182604/rules/edit/18765906 [https://rlglobal.frontapp.com/settings/tim:7182604/rules/edit/18765906] Webex Alert Details: We would like the following in the Alert in Webex: Alert Type: SLA Warning, SLA Breach, or Leadership Request Subject: Assignee: (May be unassigned) Sender From: Date Time stamp of when Message was received Link to Front Conversation [https://api.blue.cc/uploads/cmemsaa1z000k1oqn4pm39s53/image.png]image.png 9.58 KB [https://api.blue.cc/uploads/cmemsaa1z000k1oqn4pm39s53/image.png?content-disposition=attachment] [https://api.blue.cc/uploads/cmemsai18000l1oqn0t9v46n3/image.png]image.png 7.84 KB [https://api.blue.cc/uploads/cmemsai18000l1oqn0t9v46n3/image.png?content-disposition=attachment]
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Blue Dashboard Enhancement: Marketing Updates🗓️ Completed: 07-23-2025
Marketing Update Marketing projects are not showing up in the "Requestor All Projects Tab Update New Marketing and RLG IT Field: VP Filter: VP Column: VP Quick Date Options This Week The Month 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter
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Call Rail Revamp🗓️ Completed: 07-16-2025
Updating call flow settings across all microsites to extend ring duration, ensuring our agents have ample time to answer and capture every incoming lead
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Pipedrive: Update Microsite Lead URLs to Digital Ocean URL🗓️ Completed: 07-08-2025
Update old glitch url to digital ocean and import backlogged custom leads only.
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UiPath: Migrating from Glitch to DigitalOcean🗓️ Completed: 07-01-2025
"On July 8, 2025 Glitch project hosting and user profiles will be shut down. Your Glitch dashboard will remain available as usual through the end of 2025, with access to download all of your code for your projects, as well as a new feature to set up redirects for your project subdomains so your URLs keep working." The UiPath Glitch project which is used as middleware to handle complex requests needs to be ported over to DigitalOcean before Glitch stops functioning. There are multiple production projects that use code hosted on Glitch that will also need updating due to the endpoint changing.
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SSQ Enhancement: Exclude Mexico Revenue Codes in McLeod🗓️ Completed: 06-24-2025
Remove Mexico revenue codes from the insurance spot quote. Make it so that the old spot quote without insurance is sent to Mexico revenue codes.
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Troubleshoot of UI Path Test VM's🗓️ Completed: 05-29-2025
The UI Path staging virtual machines are experiencing issues that require troubleshooting. We may need to reinstall both the Studio and Assistant on the affected VMs. Additionally, one of the robots has gone into a disconnected state, preventing us from executing jobs on it
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Troubleshooting Microsite🗓️ Completed: 05-28-2025
Troubleshooting Disk usage issues with microsite and Find the root cause for this issue
View Task - 🗓️ Completed: 05-19-2025
- 🗓️ Completed: 04-11-2025
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User Creation on GreenGeeks Database🗓️ Completed: 03-13-2025
Create users on all the CPannels and create a global user on the WHM for the remote access
View Task - 🗓️ Completed: 01-15-2025
- 🗓️ Completed: 12-18-2024
⏳ Incomplete (6)
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Github Infrastructure Design (SPM-38136)🗓️ Due: Not Set
We have approval to purchase Github Enterprise. We need an infrastructure Design on how this should be setup. We want to switch from using current emails in github to using SSO with Azure and rlglobal emails. Once design is approved setup needs to be implemented and repositories imported over. The old repository needs to be decommissioned. Infrastructure design needs to include Github actions, branch rules, roles and permissions.
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SSRS / Job Inventory🗓️ Due: 11-19-2025
Please create a google Sheet to track and maintain an inventory list of the SSRS jobs / procs and reports on the following Servers: * plprdolp03 - Datawarehouse - * plprdolt13 - LME Prod McLeod - Select access and see job definitions in SQL Server Agent * pldevolt15 - dev/UAT 25.2 McLeod - Select access and see job definitions Please share and transfer ownership of the google sheet with [email protected] [[email protected]]. Key information needed: * What report does the job / proc trigger * What is the list of emails that the report is sending to * What does this report / job / proc do - please provide a description
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Wiki Rebuild in Bricks🗓️ Due: Not Set
Oxygen Builder on Wiki needs to be replaced with Bricks. PHP 7.4 needs to be updated to PHP 8 or above. Wiki needs to be migrated to a Server with Alma Linux 9 The PHP language and OS on the server are now depreciated.
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Front RLG Sales Dashboard (SPM-21711)🗓️ Due: Not Set
We would like a Front Dashboard in PowerBi. For Phase 1 we would like to look at any inbox in the RLG Sales Workspace. We would like to know the resolution and reply times for any email from R+L Carriers. Currently in front we can filter analytics by tags but not sender email. We would like to more accurately be able to report on this within PowerBi. We would like to be able to additionally add in a AI piece that could summarize the conversation threads. [https://api.blue.cc/uploads/cmeiplnyh00hp1ose5mye21t5/image.png]image.png 189.29 KB [https://api.blue.cc/uploads/cmeiplnyh00hp1ose5mye21t5/image.png?content-disposition=attachment]
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Front Revamp IMT🗓️ Due: Not Set
Restructuring of ticket handling practices, inboxes, tags, and rules in Information Technology workspace in Front.
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Front: Expand App Support Knowledge🗓️ Due: 05-23-2025
Work on fleshing out the Knowledge base in Front for the different systems that are supported. Many documents can be found with in the P Drive. McLeod, Cargowise, Deposco,
View Task
Abby Blystra
17 projects ▼
✅ Completed (10)
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How to Book a Meeting Room in Outlook Process🗓️ Completed: 11-21-2025
New process for how to book a meeting room in Outlook. Graphic for email and webex. Video for the TVs (Screenshots of the crucial step-by-step parts would be ideal). Deadline is ASAP. Send designs and video to Abby and Rachel. Instructions - docs.google.com/document/d/1Qc_q1gyxqhxGVcV4dkSSGvbiZsKGEjAwj4rxMjqgiXk/edit?usp=sharing [https://docs.google.com/document/d/1Qc_q1gyxqhxGVcV4dkSSGvbiZsKGEjAwj4rxMjqgiXk/edit?usp=sharing]
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Video/Poster - Marketing Requests in Live Chat🗓️ Completed: 11-06-2025
Adrian, Abby and I are looking to have a poster and video made that tells people to put all their marketing requests through the live chat. The video/poster should say we need a 3 week lead time.
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Front: Marketing Carrier Intake (no ticket number assigned)🗓️ Completed: 11-03-2025
Automated Carrier Intake Response Inbox We need like to create an inbox that Rob can forward emails from carriers to. From that box the sender (carrier) would get sent an automatic response with information on next steps for getting set up, and would notify Stacy/Tom's team for follow-up (planning on using Front).
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USACC Homepage Update🗓️ Completed: 08-12-2025
Design a new homepage for USACC microsite. New Content: docs.google.com/document/d/1W3YJMU9SSBJVZ-wo8Fmq_JyRmE8o_UU7eARoXauGRYY/edit?usp=sharing [https://docs.google.com/document/d/1W3YJMU9SSBJVZ-wo8Fmq_JyRmE8o_UU7eARoXauGRYY/edit?usp=sharing] Keep USACC branding, but free game in terms of style.
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WordPress: Webex Announcement Scheduling System🗓️ Completed: 05-12-2025
We would like a WordPress environment setup that would integrate with Webex to post scheduled announcements to the Announcement Channels in Webex. The system would need to be configured to store details on the different webex channels, Name, Room ID. We would need to be able to manage these easily. (Custom Post Type in Metabox AiO). Tool will need to have a calendar functionality. The system would need to allow users to enter details and media content for a webex post. It would then notify the marketing manager for approval. Once approved the post will be scheduled to be posted in webex on the scheduled date.
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Wiki: Update Marketing Service Request🗓️ Completed: 04-24-2025
Form #77 in Production Add New fields from Document to the Wiki Service form with a request type of Marketing If request type is Marketing needs to email to marketing not appsupport.
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VOCAL: Update Sponsor Logo🗓️ Completed: 02-27-2025
Update to the new logo image for Lugano Diamonds on both the VOCAL homepage and Sponsor page.
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VOCAL - Update Sponsors🗓️ Completed: 02-19-2025
Update VOCAL sponsors that are featured on the VOCAL home & sponsor pages. Also update R+L Global Logistics logo.
View Task - 🗓️ Completed: 01-15-2025
- 🗓️ Completed: 12-18-2024
⏳ Incomplete (7)
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Weekly Review of Social Analytics🗓️ Due: Not Set
Regularly reviewing our social media and content posts to ensure they remain relevant and aligned with current market conditions. The goal is to swiftly adapt our content strategy in response to significant events or changes, providing timely updates or removing outdated material as needed.
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Monthly Social Media Content🗓️ Due: Not Set
Monthly content planning, including defining themes, generating post ideas, and creating visual assets. In addition to coordinating post-finalization, scheduling, and performance reviews across various social media platforms, ensuring content is tailored specifically for each platform's target audience.
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Bot Request: Growth Initiatives — Daily Signals (SPM-22896)🗓️ Due: Not Set
We would like to request the build of a bot that would post daily to a webex space. Intent is for it to send a concise digest covering a variety of topics to guide forecasting and growth strategy. docs.google.com/document/d/1gZvKtCKitbgN09D4NPjx3dI_Szdza1GqfGH7aX7D20c/edit?usp=sharing [https://docs.google.com/document/d/1gZvKtCKitbgN09D4NPjx3dI_Szdza1GqfGH7aX7D20c/edit?usp=sharing]
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USACC Chatbot Search🗓️ Due: Not Set
Search/Chat AI overview on our USACC site that gives the users an answer to their question - but only by referencing and looking at the articles on our site to give them a summary answer of their question and the links to the articles it references. * Put together list of requirements for Sama * Details of what it needs to do * Dylan will provide the "how" to Sama, we provide the "why" [https://api.blue.cc/uploads/cmdx884uo00852gna6g43evuq/image.png]image.png 137 KB [https://api.blue.cc/uploads/cmdx884uo00852gna6g43evuq/image.png?content-disposition=attachment]
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First 30 days- Onboarding Plan- SEO Analyst🗓️ Due: Not Set
Learn, Observe & Contribute Focus: Understand our brand, services, and content ecosystem, and begin assisting with live campaigns.
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First 30 days- Onboarding Plan- SEO Content Strategist🗓️ Due: Not Set
First 30 Days – Learn & Align Focus: Get oriented with our company, tools, microsites, and SEO ecosystem. Begin auditing key pages and GA4 data. Link to all microsites: https://sites.rlgloballogistics.com/ [https://sites.rlgloballogistics.com/] and What is Logistics? https://youtu.be/eu1kpgVvN6I [https://youtu.be/eu1kpgVvN6I]
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First 30 days- Onboarding Plan- SEO Analyst (PPC-Focused)🗓️ Due: Not Set
First 30 Days – Learn & Align Focus: Get familiar with tools, team workflows, current PPC campaigns, attribution setup, and microsite ecosystem. https://sites.rlgloballogistics.com/ [https://sites.rlgloballogistics.com/] and https://youtu.be/eu1kpgVvN6I [https://youtu.be/eu1kpgVvN6I]
View Task
Erica Rosignolo
16 projects ▼
✅ Completed (12)
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Multiple destinations for install of machines (SPM-32472)🗓️ Completed: 10-22-2025
Per Erica R - bidding on a project that requires one unit per location.
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Marketing Email Banner & LinkedIn Graphics (SPM-32302)🗓️ Completed: 10-14-2025
The two website links are the shows that Marketing needs to create an email banner for. When are the requested items needed by? 10.7.25 Other than you, is there anyone else that would need to be involved in this project? Nope, that should work. What is the goal or intended outcome for this request? The email banner will help get the word out that RLG will be at these two trade shows.
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Apex Attendee List Export Web Scrape🗓️ Completed: 10-14-2025
Run a custom script using Google Places AI to scrape the data for each company (exhibitors) website to pull address and phone for each company. aapexshow.com/tools-training-innovation-at-aapex-2025 [https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/] On the ones without a phone number pull from zoominfo API
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Sunbelt Attendee List Export Web Scrape🗓️ Completed: 10-02-2025
Run a custom script using Google Places AI to scrape the data for each company (exhibitors) website to pull address and phone for each company. sunbeltexpo.com [https://sunbeltexpo.com/]
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Internal PowerPoint for Internal Sales (SPM-18381)🗓️ Completed: 10-02-2025
Need to create a branded PowerPoint for internal sales training – Attached info to help build it out.
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FABTECH Attendee List Export Web Scrape🗓️ Completed: 10-01-2025
App : FABTECH Events 2025 App Sign in: [email protected] [[email protected]] Bugg@619999 Exhibitors: fabtech2025.smallworldlabs.com/exhibitors [https://fabtech2025.smallworldlabs.com/exhibitors] Erica wants to export the Attendees not the Exhibitors Name, Company Name and Position
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LinkedIn Flyers for Fabtech (SPM-24933)🗓️ Completed: 09-29-2025
Marketing Request. Requesting two LinkedIn marketing flyers for Fabtech booth D42558 this is our second year as an exhibitor. Pack Expo Booth SU-27008. ASAP. Thanks Fabtech Expo is next week, 9/8 - 9/11 MANAGER NOTE: Flyers are not approved media for use on social media. Marketing Team will create 2 social media graphics (1 for each event).
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PowerBI: GSD - Tradeshow Added Tab🗓️ Completed: 09-24-2025
We are measuring 10% Month over Month. I saw Trey’s version of Expedited, hoping to mirror that view.
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Marketing for Superzoo and Fabtech SPM-14068🗓️ Completed: 09-16-2025
Marketing - Banner for Email Signatures along with announcement to Organization we are exhibiting at Superzoo & Fabtech
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Tradeshow Flyer🗓️ Completed: 09-04-2025
Create flyer/hand (8.5"x11") out promoting our Tradeshow services. Please follow and recreate the branded styles and colors from "We import it. We store it. We ship it." and other similar materials branded for RLG and Tradeshow. (Examples posted in comments, files noted below). * \\fs2\RLG\RLG UX\Marketing Materials\Tradeshow\Booklet Ads * FMA Tradeshow Ad in Attendee Program Book 2025-01 * \\fs2\RLG\RLG UX\Marketing Materials\Warehouseing * LAX Warehousing Whitepaper 2024_09_30 * \\fs2\RLG\RLG UX\Marketing Materials\Tradeshow\Booth Art Files * Retractable Banner Stand_ Tradeshow 2024-01
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GSD - Tradeshow added tab via BI Scorecard (SPM-18795)🗓️ Completed: 08-08-2025
We are looking for a tradeshow tab with the following: * T – Revenue code * Branch * Load Count * Total Revenue * Margin * Margin percent * Targeting 10% YOY
View Task - 🗓️ Completed: 01-10-2025
⏳ Incomplete (4)
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CES Show Vegas: Exhibitor list🗓️ Due: 11-25-2025
Please may y’all work your magic to gain the exhibitors list in excel format with phone numbers and emails? If we can target this by Dec. 01 that be most helpful. https://exhibitors.ces.tech/8_0/explore/exhibitor-gallery.cfm?featured=false [https://exhibitors.ces.tech/8_0/explore/exhibitor-gallery.cfm?featured=false]
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Project Request: Scoring/Ranking of Accounts NCNB | Phase 1🗓️ Due: Not Set
Phase 1: Import the current Organization Ranking found on the Excel file's Organization Data and Scores Sheet into the PipeDrive Organization. Create Field on PipeDrive Organization in the Organizational Ranking Section for Rank Date. Mapping: Column O (Lead Score) -> Organization Potential Score Field Column Q (Current Business Rank) -> Current Business Rank Field Column S (Contact Rank) -> Contact Rank Field Column U (Account Ranking) -> Account Ranking Field Set Rank Date Field with the current Date when the process runs [https://api.blue.cc/uploads/cmgv7p5h8047j1eswa48s0nw2/image.png]image.png 15.81 KB [https://api.blue.cc/uploads/cmgv7p5h8047j1eswa48s0nw2/image.png?content-disposition=attachment] Phase 2: Automated Process to auto rank the Orgs once a year that runs based on the Rank Date Field. Use the Excel File to determine logic. Original Request details: We have a scoring system that encompasses the following: How does account scoring work? The Organization Ranking is made up of 3 parts: Organization Potential Score, Current Business Rank and Contact Rank. · The Organization Potential Score comes from the estimated revenue and employee count from ZoomInfo. · The Current Business Rank comes from the past 3 years of history we have with an organization. · The Contact Rank comes from the contact information that can be found in McLeod. The idea is to make this an auto process - We would need to discuss as new ORGS are being brought in via ZOOM info along with the current accounts needing to be auto ranked once a year to keep current ranks. Can we create logic within Pipedrive to do the above. Lastly, once scored we update McLeod.
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Project Request: Scoring/Ranking of Accounts NCNB | Phase 2🗓️ Due: Not Set
Phase 1: Import the current Organization Ranking found on the Excel file's Organization Data and Scores Sheet into the PipeDrive Organization. Create Field on PipeDrive Organization in the Organizational Ranking Section for Rank Date. Mapping: Column O (Lead Score) -> Organization Potential Score Field Column Q (Current Business Rank) -> Current Business Rank Field Column S (Contact Rank) -> Contact Rank Field Column U (Account Ranking) -> Account Ranking Field Set Rank Date Field with the current Date when the process runs [https://api.blue.cc/uploads/cmgv7p5h8047j1eswa48s0nw2/image.png]image.png 15.81 KB [https://api.blue.cc/uploads/cmgv7p5h8047j1eswa48s0nw2/image.png?content-disposition=attachment] Phase 2: Automated Process to auto rank the Orgs once a year that runs based on the Rank Date Field. Use the Excel File to determine logic. Original Request details: We have a scoring system that encompasses the following: How does account scoring work? The Organization Ranking is made up of 3 parts: Organization Potential Score, Current Business Rank and Contact Rank. · The Organization Potential Score comes from the estimated revenue and employee count from ZoomInfo. · The Current Business Rank comes from the past 3 years of history we have with an organization. · The Contact Rank comes from the contact information that can be found in McLeod. The idea is to make this an auto process - We would need to discuss as new ORGS are being brought in via ZOOM info along with the current accounts needing to be auto ranked once a year to keep current ranks. Can we create logic within Pipedrive to do the above. Lastly, once scored we update McLeod.
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Pipedrive Enhancement: Add Column for Sales Manager (SPM-21731)🗓️ Due: Not Set
Pipedrive enhancement - Need to add a column in the lead section for Sales Manager next to owner to help manage campaigns. Currently must look at Paycor to identify Manager. With campaigns being loaded in the thousands its not user friendly to manage the campaign.
View Task
Amanda Schied
15 projects ▼
✅ Completed (6)
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Wiki: Compliance request Restricted commodities page update (SPM-36810)🗓️ Completed: 11-14-2025
Update the WIKI page for compliance requests > restricted commodiities https://rlglobalwiki.com/employee-services/compliance-request-system/ [https://rlglobalwiki.com/employee-services/compliance-request-system/]Front chat attachment.pdf 553.07 KB [https://api.blue.cc/uploads/cmhc4cc3m00pj1errdka77ji8/Front_chat_attachment.pdf?content-disposition=attachment]
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RLC Coverage Map (SPM-34361)🗓️ Completed: 10-29-2025
Request: Attached is the RLC coverage map (VP/Directors) as luck would have it we have aligned our International teams to these VP's. Would it be possible to create a map aligning the following GM's (RLG) to their VP counterparts at RL Carriers? Janet Clark - General Manager West Coast - RL Global Chris Sandheinrich - VP of Sales - West Rick Norman - VP of Sales - North Tammy McMullen - General Manager - Central -RL Global Tom Doan - VP of Sales - Central Allyson Bernice - General Manager East Coast -RL Global Gary Ingram - VP of Sales - EastRLC REGIONAL MAP.pdf 1.19 MB [https://api.blue.cc/uploads/cmgh19cux009h1er083ap9jrb/RLC_REGIONAL_MAP.pdf?content-disposition=attachment]
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Request: Modify McLeod LRA FlowLogix (SPM-10514)🗓️ Completed: 08-25-2025
There is a flowlogix in place that looks at Customer Master Files>Images>Signed Lane Rate Agreement>scanned in the last year, it then attaches that image to available loads as a Signed Spot Quote. I would like to request that this flowlogix is modified to match the new SOP for LRA's and only looks at the past 90 days for this image (signed Lane Rate Agreement) Current FlowLogix Project: PTLS Signed lane agreement to signed spot quote docs.google.com/document/d/14f-wk6TypxwTTcTU4wHrbPSCsfffqi2lRwyO_KePRYA/edit?usp=sharing [https://docs.google.com/document/d/14f-wk6TypxwTTcTU4wHrbPSCsfffqi2lRwyO_KePRYA/edit?usp=sharing]
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Pipedrive - Add Equipment Type🗓️ Completed: 07-15-2025
Add the equipment type in the Pipedrive screen (shown in ticket). Rolled out a new process last week for LRA's and will assist the Sales team.
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UiPath - eBOL Automation🗓️ Completed: 05-13-2025
Automation that processes invoices on the ebol site by filtering McLeod orders based on TOCA status—available and off hold. Once each order is processed, an email is sent to the AE, and the order number is recorded in a Google Docs sheet. UPDATE: if there are more than 1 delivery stop types- the bot will send an email to the AE and [email protected] [[email protected]] notifying them that the order number has to be processed manually. It will skip that order and proceed with the process.
View Task - 🗓️ Completed: 01-16-2025
⏳ Incomplete (9)
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Void report🗓️ Due: Not Set
There were issues last week with SSQ going out and being received by customers, from PD. AE's were sending, then making loads available, but that appeared to have 'broke' the flow logix and voided loads after we received SSQ (After the load was made available) See load # 2113132 as reference....Need a VOID report to ensure when these moments arise we know what loads we may be missing
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Pipedrive: Update to Form🗓️ Due: Not Set
Can we add a placeholder for AE's to include assignment to the outside account manager from PD on this form?
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eBOL Template for Old Castle🗓️ Due: Not Set
O00HQ9 RLC Tariff - requires a new eBOL template that will also be used for the EDI dispatch on customer code OLDAGA1
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Request: Operations/Sales expectations🗓️ Due: Not Set
* Feature Request: Currently we have carrier bids linked to PD for AE's visibility. Need to update the API to display carrier "OFFERS" vs the current carrier "BIDS" * Feature Need: Improve communication, visibility. Streamline the capacity team in leveraging better, quicker, easier dispatching. * Feature Benefit: Bridge the communication gap between Ops/Sales
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Start Wizard Automation for TS Triggers🗓️ Due: Not Set
Wizard automation - When TS triggers, load details transmit via front for [email protected] [[email protected]] to provide estimated COSTS. Those costs are then relayed back to sales with a blanket margin ($350?) prompting AE within PD (or wizard) to confirm send (ready to send?) quote to customer *or* modify margin and then send. Users actions for both the sales and operations tasks logged within the deal/org within PD
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Request: FlowLogix ERL Enhancement - Exclude Dray🗓️ Due: Not Set
Need to exclude loads from ERL process when the Revenue Code starts with D
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eBOL TradeShow process connect🗓️ Due: Not Set
Request that eBOL process connect to the new tradeshow comment vs Hot Comment (current) Have created a "form field comment" created in staging for "Tradeshow" need to finalize the project by linking to eBOL - Dylan will test in staging 8/29
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Revenue Code Changes Report Request (SPM-22119)🗓️ Due: Not Set
Amanda has requested a report that shows orders with revenue code changes after quoting. All revenue codes. Request is to be sent on a 1xmonthly schedule. Recipients would be: [email protected] [[email protected]] [email protected] [[email protected]]
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Request: Pipedrive enhancement for Lane Rate agreements🗓️ Due: Not Set
Need the sales team to have the ability to add an autorate thru Wizard/Pipedrive They are created in McLeod by Pricing team, and will recognize the O/D pair, mode, rate and effective dates. Autorates are verifying the details below are a match and adding the negotiated rate to customer automatically (in graphic). These will be matched to each Lane Rate agreement going forward, the sales team will need to ‘click’ it to complete the circle back to McLeod. We will use this data to feed PowerBI
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Rob Bowman
15 projects ▼
✅ Completed (10)
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CargoWise Data Pulls - Revision on Flow🗓️ Completed: 11-21-2025
This request is linked to the CargoWise Invoice Audit: https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0] Rob Bowman requested that we reduce the gigs pulling from CW directly into the Data Warehouse, as this is causing unnecessary costs. Requested flow will be from CW to Data Lake; then move required data to Data Warehouse.
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RLG Branded Webex Backgrounds🗓️ Completed: 11-06-2025
Branded RLG backgrounds for use on Webex. These can be a variety of settings, landscape or interior etc. Test these and get with Jonathan Swartz to get best size and confirm in image is mirrored (flipped) when sharing on screen or not.
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PipeDrive Start Wizard: Predictive Pricing Model🗓️ Completed: 09-24-2025
Add a predictive AI fueled pricing model to the Pipedrive START Wizard
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Front RLC Insights🗓️ Completed: 09-08-2025
Rob needs data on the flow of emails and metrics for RLC coming to our sales teams.
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Contract Classification and Auto Rating: Strategic Account Analysis (SPM-19492)🗓️ Completed: 09-04-2025
Purpose: Provide tech integration that feeds the Data Lake ensuring system fields are synced and scalable for strategic account reporting. Problem: Today the system does not have a way to identify strategic customers and provide a scalable solution for reporting purposes Andrew is responsible for adding field in McLeod, and McLeod side Elijah is responsible for Pipedrive side
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PowerBI: Underutilized Accounts🗓️ Completed: 08-27-2025
Rob wants to know how much money we’re missing out on due to underutilized accounts. Andrew and Colin are going to start by illustrating how utilizing existing accounts has a clearer tie to margin than getting new accounts and also creating some reports on under-utilization based on lead score. Rob wants Andrew to work on telling the story of undersold accounts from the customer side and Collin to do it from the salesperson side. So Andrew will be talking about how many accounts are unused or under-used and so on. Will working mostly in PowerBI but haven’t published anything yet.
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(SPM-21061) Competitor Comparables Q2 Data Update🗓️ Completed: 08-26-2025
need the Power BI report Competitor Comparables updated with Q2 data. All pages. https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/c6f60ffb-98a1-4147-a281-801679b25fe2/ReportSection?experience=power-bi [https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/c6f60ffb-98a1-4147-a281-801679b25fe2/ReportSection?experience=power-bi]
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PipeDrive: Customs Calendly Integration🗓️ Completed: 04-14-2025
Integration between Calendly and PipeDrive to streamline the scheduling and tracking of consulting calls. The process begins with a user selecting a contact within PipeDrive and choosing an agent for the consultation. The user then schedules the consultation using a Calendly link associated with the selected agent. Once the meeting is booked, Calendly automatically creates a new activity in PipeDrive for the corresponding contact, capturing all relevant meeting details such as the contact's name, email, phone number, Zoom link, time zone, and consultation goals. This integration ensures that all scheduled meetings are accurately reflected in PipeDrive, enabling efficient tracking and follow-up.
View Task - 🗓️ Completed: 04-04-2025
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Webex RSS Feed and Google Alerts Bot🗓️ Completed: 04-01-2025
An RSS Feed bot to capture Google Alerts and output into a Webex Channel Based on Tariff changes for Forwarding Team for Educational Purposes Josh is creating plan for Keywords and notable sites for Google Alerts
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⏳ Incomplete (5)
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Tradeshow Reporting (SPM-45414)🗓️ Due: Not Set
Rob needs better reporting for Tradeshow efforts. They attend Tradeshow Expos often and obtain lists of attendees to utilize as leads. He would like to know if those efforts are resulting in shipments. Steve would like a BPA to work with Ed Ackfeld to determine what the tradeshow’s current process is for leads from the expo events and how we can better track those efforts
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Webex: Bot RSS Feed for Domestic Market Conditions🗓️ Due: Not Set
Transport Topics, Freightwaves, DAT, SONAR, TIA (Quarterly), Internet Truck Stop
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Create an Employee MDM (SPM-16955)🗓️ Due: 11-01-2025
MDM = Master Data Management JS app that will be a Sidebar app in front. Should have the Azure SSO feature Needs to integration with API Endpoints provided by Andrew Should add, update and mark accounts as inactive No ability to delete records
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Create an Employee MDM (SPM-16955)🗓️ Due: Not Set
MDM = Master Data Management Right now we have users set up in pipedrive, mcleod, oracle, calabrio, deposco, and cargowise. (Possibly mercury gate too but I know nothing about that). There does not exist any actual linkage between these records and so any attempt to gauge whether pipedrive activities are resulting in more McLeod orders or if changing someone’s manager (which is documented in Oracle) helped with their international sales (in cargowise) is relying on fuzzy matches. I don’t know oracle well enough to know if it has any sort of native way of handling this but, worst case scenario, we need to build a small application in order to maintain an employee mapping table so that we can definitively track the progress of our people across all of the different applications that they work in. There’s going to be dozens of reports that will use this linkage once it exists. The biggest ones being for AE incentives linking mcleod to oracle but, presumably, the other teams will also need this.
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(SPM-21061) LAX Warehouse Inventory Report🗓️ Due: 09-13-2025
Need a Inventory Report for LAX Warehouse Skid level with the end goal of being able to see inventory in all asset warehousing. Goal to answer the Question: If any warehouse was going to move, how many truckloads would it take to move.
View Task
Lucy Galle
15 projects ▼
✅ Completed (5)
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ABCO Escrow & IC Receivables Report🗓️ Completed: 09-26-2025
Project Title Report - ABCO Escrow & IC Receivables Who: ABCO Operations/Settlement When: Needed What: Need a Susan A or BI report that will show the total of 3 GL Accounts weekly totals for a quarter and a time. This is necessary to determine if interest is owed to an IC each quarter because we are holding more of their money that they owe on Settlement each week. Why: It would be a tedious manual computation Benefit: Manual calculations may result in errors, like forgetting to add IC deductions or Escrow Deposits incorrectly. This can result in over paying an IC. A calculation error can cause driver dissatisfaction. With this report, a statement can be printed for each IC of the activity of company paid expenses less current Escrow balances. Acceptance Criteria/Requirements: Need a Quarterly Report (each April, July, October, January) showing weekly totals of the sum of Escrow balance (escrow_transaction.effect = B) from the prior Friday (example 6/20) less amounts posted to 11242 & 11244 for the week ending the following Friday (example 6/27). See attached file (Desired Report tab) for example.
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escrow and driver table from mcleod into datalake🗓️ Completed: 07-09-2025
rlglobal.frontapp.com/inboxes/teammates/15476050/assigned/open/109283344210 [https://rlglobal.frontapp.com/inboxes/teammates/15476050/assigned/open/109283344210]
View Task - 🗓️ Completed: 02-17-2025
- 🗓️ Completed: 01-28-2025
- 🗓️ Completed: 12-05-2024
⏳ Incomplete (10)
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Time Zone Visibility (SPM-44828)🗓️ Due: Not Set
Is there any way to indicate what time zone our employees are on? It would be helpful for those who are not familiar with each office, who works in what office and what time zone they are on when scheduling meetings.
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ABCO Escrow & IC Receivables View (SPM-8076)🗓️ Due: 11-15-2025
Need a data report or BI report that will show the total of 3 GL Accounts weekly totals for a quarter and a time. This is necessary to determine if interest is owed to an IC each quarter because we are holding more of their money that they owe on Settlement each week. Bre: there are two parts to this: a view and the actual report - the data team would need to create the view and then Sherri can make the report
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McLeod to Oracle data feed SPM-21161🗓️ Due: Not Set
McLeod to Oracle data feed - I need to redesign the mapping of fields that are being sent to Oracle from McLeod ABCO transactions in order to populate the Trx # field and verify that trx # will populate on the SLA report I am pulling. I need the value in the McLeod drs_deduct_hist.reference_no to populate the trx # field for the SLA report I pull. There will be a RLC team that works this integration. This used to be done by Vimal.
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New Reports: Maintenance WOs for ICs on HOLD. (SPM-30659)🗓️ Due: Not Set
Designing a scheduled report for pending and recurring deducts. Per Lucy - create scheduled report for these are 2 Document Designer reports I built - #100 & #101 - Report type Custom Report
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Project Request: McLeod Shell Cash Receipts created for Credit Card Transactions🗓️ Due: Not Set
Credit Card payments were previously creating "shell" cash receipts that the cash receipt clerk could update and post. We have changed Credit Card Processing Company to PayTrace from CyberSource. Shell Cash receipts for CC payments are no longer happening. Please create, again.
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McLeod: Rendition Billing Contact New Field🗓️ Due: Not Set
The current process for setting up Rendition Billing Customers often results in delays due to the timing of customer creation and the availability of Payable Contact email addresses. This inefficiency can hinder timely billing communications. Project Goal: The objective of this project is to add a new field in the Invoice Preferences sub-tab of the Customer Master for entering email addresses for Rendition Billing. This will enable: Timely Updates: Ensure accurate email addresses are available during the setup process. Automated Process: Update email addresses automatically when changes occur in Payable Contacts. Audit Trail: Document changes for visibility and transparency for billing and collections teams. Controlled Update: Allow only updates to the Customer Master, enhancing process security. These improvements will streamline billing practices and improve customer communication.
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Request: McLeod-PTLS - DNB Auto Delete Customer Master Images > 2 years old🗓️ Due: Not Set
The project aims to automate the deletion of Customer Master Images older than two years to prevent unnecessary accumulation, simplify access to files, and establish a clear image retention policy, addressing the retention of images that currently exceeds two years.
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Oracle Journal Entries (SPM-21243)🗓️ Due: Not Set
Oracle Journal Entries - I need a way to add a value in Journal Entries via spreadsheet that will populate an SLA report with Trx. # - possibly column W & X on the Journal Entry spreadsheet (flex fields). The SLA report I need this on is RLC Custom Account Analysis Report - SLA with Asset Number.xdo
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Request: Create ABCO IC Toll Deductions weekly (possible UiPath)🗓️ Due: Not Set
Would like a UiPath process that will create ABCO IC Toll deductions weekly
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Project Request: ABCO Mobile Com message translation to iGlobal🗓️ Due: 08-30-2025
TMS4 (ABCO) generates a message (Zmit) to IGlobal with Driver Assignments and pick up location/times & delivery location/times IGlobal can only have 1 file record per ABCO order # due to the format that these messages are sent to IGlobal. The ECD (RLC) sends messages in XML with Order # and Version # so that IGlobal is able to save all records sent and know the difference between a cancellation and a change in assignment. Requested: 1/29/2025
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Marianne Liebegott
14 projects ▼
✅ Completed (8)
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CHB/RLG Credit Report Request (SPM-41942)🗓️ Completed: 11-10-2025
I need a one-time report for all CHB/RLG Active accounts ASAP: Organization - Address Profile Report: • Org Name • Org Code • Address, city, state, zip • Phone number Organization - Credit Control Report: • Line of Credit • Credit Controller Assignment • YTD Sales
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PowerBi: Update Issue Tracker Report🗓️ Completed: 11-03-2025
Existing Issue Tracker PowerBi Report AES with most issues Top Issues - with Dollar Top Customers Biggest issues per department OCF, Billing, Settle Billing_settlement Issue Tracker Workspace Add AR - Incentive based - Sales / CPEs Opens
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Replace Bethmarie with new collector in table and proc (SPM-33159)🗓️ Completed: 10-13-2025
Replace Bethmarie with new collector in table and proc
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Flowlogix: BSWF Purchase Queue🗓️ Completed: 09-16-2025
Adjust existing queue for Purchase (revenue code V) orders for specific Customer codes. See ticket for additional details - For both Billing and Settlement https://rlgloballogistics.teamwork.com/desk/tickets/90262854/messages [https://rlgloballogistics.teamwork.com/desk/tickets/90262854/messages]
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FlowLogix: Credit Override Reduction🗓️ Completed: 07-16-2025
Allen is departing the organization and Marianne is looking to reduce the volume of credit overrides and for an automation that would release the credit override if it meets a specific threshold -Part 1: Stop creating credit override from Pipedrive when prepayment request is selected IF customer has line of credit -Part 2: Flowlogix project for approving credit overrides in Mcleod if order is within x% of the overall credit limit on the account (currently the credit team gets a rapid alert of all credit overrides -- the project would need to handle the message that goes to credit with different verbiage if override was automatically overrided vs ones they still need to review) (More requirements to come)
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US Customs / Duties🗓️ Completed: 06-06-2025
What: Need to have a daily PowerBI report that shows when we are going to pay customs duties (all required fields are in attached documents) Please also include from the collection call screen line of credit, available credit, total due, and the outstanding balance. Why: Settlement team manually pulls a daily report, they send it over to collections team to action the prepaid customers by sending a payment link and to asses the customers LOC (line of credit) to ensure the duties do not exceed the customers LOC. Project Request - US Customs / Duties - Marianne Liebegott | Ticket ID: RLGPRJCTS-51
View Task - 🗓️ Completed: 05-22-2025
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Flowlogix: BSWF Update - Mercury Gate🗓️ Completed: 03-19-2025
Add New Queue for Mercury Gate and logic for orders to be auto billed or placed in new queue
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⏳ Incomplete (6)
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New Report - Purchase Margin🗓️ Due: Not Set
Business Context/Use Case: * Since the McLeod 25.2 Upgrade (November 2025) there is a new process for Fuel Surcharge for the RLC Purchase business segment. * When the order is billed the Customer’s Fuel Surcharge will be recalculated to reflect the rate on the day of the scheduled pickup. Then when the order transfers to Settlement the Carrier’s Fuel Surcharge will be recalculated as well. * Previously, the fuel surcharge was automatically flowing over to the Carrier side at time of creation on customer side * Because it is not a simultaneous addition there may be discrepancies in the margin after the billing and settlement process have ran The Need: * The Billing & Settlement teams need a report that will capture these discrepancies where the margin is not exactly $30.
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McLeod: Excess margin review (RLGPRJCTS-66)🗓️ Due: Not Set
We need set a margin for loads exceeding 1k margin to be manually billed.
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Automate Customer Billpay in McLeod🗓️ Due: Not Set
Need to automate customer Billpay setup in McLeod when the first shipment is booked.
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Project Request: Add a “Bill To” address space in McLeod Customers🗓️ Due: Not Set
Add a “Bill To” address space in McLeod >Customers. This will allow us to see the physical address to customers who use 3pls. The physical address is used to pull credit Displaying the physical address along with the billing address will reduce the amount of duplicate account request sent to us since the sales team uses physical addresses to setup accounts. They will be able to see that the account already exists before wasting valuable time prospecting companies already assigned to other AE’s.
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Request: PipeDrive / McLeod Auto-releasing loads for paid links received🗓️ Due: Not Set
On Prepay accounts, we (Credit Dept) currently manually release loads in credit override once we receive the paid link notification. Is it feasible for our systems to automatically release loads in credit override when a paid link is received without credit dept involvement? If we can automate this process, it will help us improve credit override response timing and maximize our credit dept resources.
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McLeod: Keep loadmaster from billing any loads without an SSQ (SPM-19906)🗓️ Due: Not Set
Need to only have loads that are EDI tendered, auto-rating, or contracts to auto-bill, need to streamline the process that all loads without any of the above customer transactions have an SSQ prior to billing. Need to ensure all McLeod orders meet company standards when loads are being built.
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Brice Carpenter
14 projects ▼
✅ Completed (11)
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PowerBi: Strategic Account Temperature Report🗓️ Completed: 05-09-2025
Strategic Account Bid Management Enhancement Project - Develop a solution to track, analyze, and report on customer bid requests and commitments across strategic accounts, starting with Highline Warren. Focus on optimizing bid processing workflow and creating comprehensive performance analytics.
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Fraud Alerts: Front and Webex Integration🗓️ Completed: 05-08-2025
Integrate Front and Webex based on the attached plan to enhance the fraud alerts and escalations
View Task - 🗓️ Completed: 04-21-2025
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Get Employee Data Direct From Oracle🗓️ Completed: 03-27-2025
Currently some oracle data flows into the on prem DW staging database and then is used to create the DS_EMployee_SCD table which subsequently creates the DailyEmployeeRecord table and feeds all the incentive stuff. Eventually all of the incentives need to be reworked but step 0 is getting the employee data. Additionally I will be recreating the DS_EMployee_SCD proc because the current one has some questionable effective dates.
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PipeDrive: Adhoc Pipeline McLeod Order🗓️ Completed: 03-14-2025
PipeDrive Adhoc Pipeline - Create order button opens Order AiO and Prepops fields
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Highline Warren: Front Connector to create Deals in PipeDrive🗓️ Completed: 03-12-2025
1. Create a New Pipeline on the Sales PipeDrive Instance with 3 stages: Waiting Review, Accepted, Declined. 2. Investigate creating a connector in front to take the shipments from a excel or table element in the body of the email and creating deals on the new pipeline under the Waiting Review stage. Front email example with excel file: rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468469074 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468469074] rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107462724562 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107462724562] Front email example with table element in email body: rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468158802 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468158802] rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107465510866 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107465510866] Highline Warren Org in PipeDrive: rlgloballogistics.pipedrive.com/organization/8113 [https://rlgloballogistics.pipedrive.com/organization/8113] Contact in PipeDrive: rlgloballogistics.pipedrive.com/person/62674 [https://rlgloballogistics.pipedrive.com/person/62674]
View Task - 🗓️ Completed: 03-11-2025
- 🗓️ Completed: 03-03-2025
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Customs bonds refunds🗓️ Completed: 02-27-2025
Host of different queries for data out of cargowise and maintaining the source of truth spreadsheet for the team
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Project: Transfix🗓️ Completed: 02-27-2025
Work with Operations and Sales to implement Transfix, a new pricing tool for determining customer rates. We’ve rolled out Transfix as part of START Wizard, replacing DAT as the pricing option. We’re currently reviewing options on how to enhancement the user experience and interface. Transfix will also be releasing a version for operations and pricing, which we plan to integrate in the future for our operations team members.
View Task - 🗓️ Completed: 12-31-2024
⏳ Incomplete (3)
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PipeDrive: Start Wizard Emerald Access🗓️ Due: Not Set
Users to have access to Start Wizard but not Pipedrive to quote for expedited. Emerald is an RLC sales partnership with our operations. Currently they enter a quote order into McLeod for our operations team to provide a rate and if customer approves, the ops team converts the order into an available order, if needed set up the customer and moves the shipment all without our RLG sales involved. The goal is to get RLC out of entering the quotes in McLeod directly. They don't need the whole Pipedrive access for the CRM aspect. More like a customer facing portal all most.
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ASM: Verify SQL Queries🗓️ Due: 04-01-2025
Verify we can achieve the same results by queries the ASM Backup as we can in the ASM UI
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Secure Authorization for PipeDrive Apps🗓️ Due: Not Set
This project involves implementing session management using Azure AD for authentication, API Gateway for secure token transmission, and Redis for session caching. It includes monitoring via Azure Monitor, role-based access control, and audit logging in Cosmos DB/SQL. Additionally, it enforces IP-based restrictions, alerts for unknown IPs, and an option to force logout users.
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Vince Portera
12 projects ▼
✅ Completed (10)
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PowerBI: Insurance Trends Report🗓️ Completed: 11-25-2025
PowerbI request - Insurance Trends report. Need to add to the details page the RLC rep so that reports can be downloaded by rep.
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PowerBI: Insurance Trend Report (SPM-45337)🗓️ Completed: 11-21-2025
Powerbi request - Insurance Trends report. Need to add to the details page the RLC rep so that reports can be downloaded by rep.
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Vacation Request - Phase 2🗓️ Completed: 10-15-2025
This is phase 2 for the Vacation Request Process. We are looking to automate the Purchase order creation process in Oracle, update the ticket in Front, and also setup docusign for the resort employee packet. docs.google.com/document/d/1hjv-2Xm8S4rPUJ-LD0MI1KhqH91w9ZkAUo_LjAY1PzY/edit?usp=sharing [https://docs.google.com/document/d/1hjv-2Xm8S4rPUJ-LD0MI1KhqH91w9ZkAUo_LjAY1PzY/edit?usp=sharing] Add Automations to Front to Pull Hire Date from Data Lake Add Automation to create Purchase Order - Possible Uipath Project to Create PO in Oracle Docusign Packet for Employee Acknowledgement of Resort Details Set sender address on ticket from wiki as the requestor email Remove the line that says "employee is banned from the resort (bullet 3)
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McLeod: SSQ Revenue Code based eForm🗓️ Completed: 06-16-2025
DRAY and Tradeshow Revenue codes use old form Need updated verbiage for terms
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Insurance Trend Report Updates🗓️ Completed: 05-28-2025
Want to see insurance for order statuses Want to see details on voided orders with insurance (see the customer, ae, etc) Customer trends YoY Margin for may - Overview page Insurance sold for the current month (# orders & $margin) (use ordered date) Orders billed for the current month (use delivered date) Margin for current month (use delivered date) CRG By Order date More lines on trends (Wants to see by status with D and V being the most important) See every day what the voids and totals were (how many voided on X date) Trends YoY Reporting period box - Important for Vince - would like pick just month as well - Verify that the dates selected are the dates being calculated even if the chart title doesn't reflect that - can title change based on what's selected filtering out voids Proper names for statuses - Available for A, Delivered for D, etc Small descriptions on each page to help let the user know what the page is showing by delivered or ordered date - forecast vs actual Insured orders, revenue, columns too wide - stack words
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McLeod: Insurance SSQ Dashboard🗓️ Completed: 05-14-2025
An Order will have an other charge with charge code CRG when Insurance is accepted. If the CRG charge is 0 then insurance was declined. the PowerBI report vince had doesn't update until delivered - this is good, but he like the forecast info this report that Andrew does to give him an indicator of what he might expect out of it
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McLeod: Elevated Risk Phase 2🗓️ Completed: 05-08-2025
Flag orders with a specific order type code by specific zip codes, commodities and weather/market events.
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McLeod: High Value🗓️ Completed: 04-23-2025
The business is looking to enhance the current High Value and Elevated Risk process from identifying and flagging these orders, allowing qualified reps to assign qualified carriers, and submitting the right paperwork to the compliance department.
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Wiki: Fluent Booking Calendar🗓️ Completed: 04-14-2025
In staging develop a page to schedule appointments, for a one time event on April 30th. Time blocks are 1 hr from 8am - 12pm, 1pm - 5pm. Confirmation email needs to include the ics file easily add to any Calendar. No payment necessary, this is meant for internal use on the wiki Use the Fluent Booking Plugin to configure appointment booking
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Wiki: Vacation Request Enhancement Phase 1🗓️ Completed: 03-31-2025
Adjust the Wiki Vacation Request form to Send tickets to Front instead of Teamwork. Employee and Employees Manager would need to be CC'ed A byline added to email message to notify Manger that approval is needed and action items: Please make sure you have verified: - the employee check in date is at least 30 days past their hire date - the employee PTO balance is sufficient/qualified - the employee is not banned from the resort [email protected] [[email protected]] - Email for Front Staging Custom Fields: Conversation for Hire Date - Automated Approved Check-in Date - No Automated Approved Check-out Date - No Automated Resort Name - Automated Tags: Resort Name - Automated
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⏳ Incomplete (2)
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Vacation Request: Phase 3🗓️ Due: Not Set
Add Automation to validate pricing and create Purchase Order - Possible Uipath Project to Create PO in Oracle
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Alianz Credit Integration / Process with PipeDrive & McLeod🗓️ Due: Not Set
Finance is replacing D&B with Alianz and we need to update the Credit request and increase process to utilize Alianz for automated credit review Request is submitted -> Goes to Credit in Front -> If credit approves pulls Credit from Alianz, Updates McLeod, Notifies AE & Updates PipeDrive
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Nathan Daugherty
11 projects ▼
✅ Completed (3)
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Front Sales Pods🗓️ Completed: 10-13-2025
SAT POD 1 – all report to Jim Lacy; Dept 702 SAT Domestic Nathan Self – SCC Glen Daly – KAM Arthur Valdez – DAR SAT POD 2 – all report to Jim Lacy; Dept 702 SAT Domestic Jayden Jackson SCC Charlie Milhimes - KAM Yao (Jerry) Gaglo – DAR CVG POD – all report to Michael Hudson; Dept 852 CVG Domestic Matt Sgantas – SCC Krista Schneider – KAM Justin Damian – DAR RSW Branch POD 2 – all report to Luke Clements; Dept 101 RSW Domestic Spencer Holub – SCC Sam McNosky – KAM Brianna Stallins DAR OCF Branch POD 2 – all report to Joey Muffoletto; Dept 835 OCF Domestic Yomar Lopez – SCC Michael DeChario – KAM Joshua Allen - DAR order RSW Pod 2 OCF Pod 2 SAT POD 1 SAT POD 2 CVG POD 1 add all the Sales Managers and SQMs to the exclusion for all team and POD boxes
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Pipedrive Feature Request: Lead Loader Campaigns Field Added🗓️ Completed: 08-14-2025
* Feature Request: Looking to connect the "Campaigns" custom field found on the org into the lead load. * Feature Need: This would allow the business dev team to add custom campaign names to this field when load leads. * Feature Benefit: This would allow us properly track campaign lead performance.
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Removal of Stop Sequence under Movements in Pipedrive Deals🗓️ Completed: 04-16-2025
We want to remove the Stop Sequence feature under the movements tab on a deal in Pipedrive, specifically the ETA portion.
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⏳ Incomplete (8)
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Front User Q/A (SMP-40626)🗓️ Due: 12-12-2025
Requestor: Nathan Daugherty Request: Looking to get some communication out to all Front users about the scheduled Vendor Front Q/A meetings scheduled for 11/20 and 12/18 and that anyone can register on Biz Library and join. This is a session to talk directly to Front themselves and talk feature ideas, best practices and support. 1. Objective (pick one): Attend Vendor Meeting 2. Audience: RLG Employees with accounts in Front 3. Desired outcome/CTA: RSVP and attend vendor meeting 4. Context: RL Global uses Front to take internal requests. 5. Channels in play: Email, Webex, Calendar Invite, Front Notice 6. Constraints: Employee availability and interest. 7. Success metric: 20-30 RSVPs 8. Approvers: HR, Responsible: Marketing 9. Dates: Requested: 29Oct2025 Approved: 30Oct2025 Deadline: 13 Nov2025 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials 11. Event Dates: * 19 Nov 2025 2-3pm EST * 17 Nov2025 2-3pm EST * Post 6 Nov 2025 * Remind 18 Nov 2025 * Post 11 Dec 2025 * Remind 16 Dec 2025
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Request: Add LTL dispatching to the START Wizard🗓️ Due: Not Set
* Feature Request: The ability to fully quote, build, dispatch and close out LTL loads through the START Wizard without needing to go to McLeod. Please see attached document for needs and requirements. Please include Ed Ackfeld and Amanda Schied in all communication moving forward for this request please. * Feature Need: To better the process for building LTL orders in Pipedrive for all users especially ones who do not have access to McLeod. * Feature Benefit: Streamline LTL order building and dispatching.
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Full EDI Integration with PD🗓️ Due: Not Set
* Feature Request: Ed would like to re open to the old ticket to further discuss fully getting EDI capabilities in Pipedrive. * Feature Need: Currently every rep who has EDI customers needs access to both Pipedrive and McLeod. Looking to get everyone into Pipedrive * Feature Benefit: Getting more user adoption in Pipedrive.
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Pipedrive: Add Campaign Custom Field (SPM-26914)🗓️ Due: Not Set
I created a custom field called CAMPAIGN on the Organization page in Pipedrive but this field is not currently transferable to McLeod. We need a solution that allows us to map this marker (or another similar marker) to McLeod to indicate when a lead or organization originates from a specific event. This marker should be added at the time of loading into Pipedrive via the lead loader. The key challenge is figuring out how to transmit both the marker and the date it was added to McLeod. This is critical because: For new organizations, we want to capture them as “new” and track all revenue from their very first entry into our CRM. For existing McLeod accounts, knowing the date the marker was applied will help us determine whether the account was actively generating business at the time or not. We are currently loading many new organizations into Pipedrive, so making this a priority is essential. Right now, Pipedrive’s lead process with the campaign marker only tracks the lifecycle of a single lead and its outcome. However, our long-term goal is to measure the complete lifecycle of all business and revenue codes—eventually including international, warehouse, and multi-mode growth. Our concern is that reporting is being driven by the data lake, which pulls its data from McLeod (domestic) and Cargowise (international) to leadership. Next Steps: We need a quick solution that: Allows us to continue using Pipedrive at the desk level for loading and managing leads. Ensures reporting is accurate and aligned at the BI and leadership levels. Proposed Solution: Add a marker at the time of load on the organization record. This marker, along with its date, must pass through to McLeod. Once in McLeod, this indicator should be accessible within BI reporting for accurate tracking. Right now, our only option is to wait for an account code to be added to any NCNB (New Customer New Business) and then run a report on all revenue codes from the start date of when the campaign launched. This process is reactive and does not provide the visibility we need in real time.
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Request: Updates to Customer Success Pipeline Won Button🗓️ Due: Not Set
* Feature Request: Updating the functionality of the Won button in the customer service pipeline to be triggered when loads hit delivered status. Other option would be to add a "completed" button or background trigger that is activated when a load goes through delivered stage. * Feature Need: Better representation of loads delivered instead of only being able to track "won deals" when payment is received. Problem with payment received is that it could take 10 days, 15 days, 30 days , 60 days etc and that skews the data. * Feature Benefit: Provide us a way to track incentive metrics in real time to provide to the reps at any time.
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Request: Update to Quote Decline / void stage in Customer Service Pipeline🗓️ Due: Not Set
* Feature Request: Remove the quote decline/void stage from the pipeline or update the functionality for deals to go straight to that stage when deals are lost instead of having the deal hit every stage along the way. * Feature Need: Need to be able to track correct amount of deals that hit each operational stage in the pipeline. Right now we are unable to because if a deal is marked lost it triggers every single stage along the way to the last stage where quote decline/void currently sits. So example would be if a rep had 50 deals lost in a month it would show 50 deals delivered. * Feature Benefit: To gather correct data on the deals going through the operational stages.
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Request: Adding a "Opportunity Type" Field🗓️ Due: Not Set
* Feature Request: Either adding or editing a current field to be named "Opportunity Type" to live on a deal in the Sales Pipeline. Would need to be a drop down selection and available options to select would be: 1. Truckload 2. International 3. Warehouse 4. Customs For now, could be updated in future. We would also need this to be a required field and pop up preventing deals from progressing into the "Solution Stage" without a rep selecting an option. Ed would also like us to mass label all currently open, won and deals from the sales pipeline as "truckload" opportunity type * Feature Need: Help identify types of opportunities within Sales Pipelines. * Feature Benefit: Forecasting and organization.
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Request: Auto Carrier Shipments Rev Code Request🗓️ Due: Not Set
* Feature Request: Similar to the change to add drayage rev code along with the tradeshow trigger to ensure spot quotes for those rev codes dont add insurance, we need to do the same for auto carrier shipments as we can not add insurance to those. * Feature Need: Avoid adding insurance on spot quotes to customers for auto moves * Feature Benefit: Better customer service and data on auto moves
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Steve/Abby
10 projects ▼
✅ Completed (3)
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⏳ Incomplete (7)
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- 🗓️ Due: 11-25-2025
- 🗓️ Due: 11-22-2025
- 🗓️ Due: 12-27-2025
- 🗓️ Due: 12-20-2025
- 🗓️ Due: 12-13-2025
- 🗓️ Due: 12-06-2025
- 🗓️ Due: 11-29-2025
Susan Atwater
10 projects ▼
✅ Completed (4)
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McLeod Schema Compare of Current LME tables to Upgrade LME tables (SPM-31753)🗓️ Completed: 10-13-2025
Create logic to compare the current LME schema to the upgraded LME schema to see what new or changed fields there are.
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CargoWise update 20251001 (SPM-32754)🗓️ Completed: 10-13-2025
There are questions about the CargoWise update process and I hope this can help iron out some of the process or start the process of how we can make this all work.
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FX GROUND (FedEx Logistics) - Additional FourKites Request (SPM-30602)🗓️ Completed: 10-13-2025
To set up FedEx accounts in FourKites
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logixboard fixes🗓️ Completed: 04-24-2025
logixboard stored proc has been timing out a lot. Might be tied to overall mcleod slowness today but there's also over 14000 entries for the same order in one of the tables so changing the logic to upsert will be helpful.
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⏳ Incomplete (6)
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Oracle and Paycor Mapping (SPM-32346)🗓️ Due: Not Set
Research the mapping between Oracle and Paycor and make any change necessary per the below change in Paycor.
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Scorecard data use Revenue Bill Date (SPM-30662)🗓️ Due: Not Set
Sam has requested that we change the Fleet Manager Scorecard from Delivery date to bill date as quickly as possible.
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McLeod Assessment - Order Post Hist & Comment Tab (SPM-7335)🗓️ Due: Not Set
Look into the data in these tables that is taking a lot of storage space.
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McLeod Assessment - Look at purge_control settings marked as year (SPM-5958)🗓️ Due: Not Set
Per Lee at McLeod we should review tables marked for a year of retention to see if they can be changed to 365 days instead. When a table is marked as a year, it keeps a rows for current year and prior year until the end of the year when it drops one of the years.
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McLeod Assessment - Review audit log row count and retention (SPM-6038)🗓️ Due: Not Set
Review with business and have them make any updates needed.
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McLeod Upgrade Job Migration for 15 Staging and Prod (SPM-27046)🗓️ Due: Not Set
McLeod Upgrade Project – 9/26 Attended team meeting. Here are notes captured at today’s meeting. Additional recipients have been added to the meeting recurrence to expand our reach.
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Vanessa Torres
10 projects ▼
✅ Completed (6)
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Request: FlowLogix - Order Void with Insurance🗓️ Completed: 07-23-2025
When an Order Status in McLeod is Updated to Void, trigger a flowlogix project. In the flowlogix project check if the order has a CRG charge code. If yes check if the charge code is greater than 0. If charge code is greater than 0 send an email to [email protected] [[email protected]]. If no to any of the above stop project. Email should include the following order details and wording: Order # {order_id} has been voided and has a CRG charge is greater than 0. Please action immediately and cancel the certificate. Order: Status: CRG Amount: Entered By:
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UIPath: Delta Airlines🗓️ Completed: 06-25-2025
The project aims to automate the retrieval of invoices from the Delta website and process them in the CargoWise system using UiPath for Robotic Process Automation (RPA). The objectives include automating invoice retrieval, ensuring accurate data processing in CargoWise, and enhancing overall accuracy and efficiency while reducing manual effort.
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UiPath - American Airlines🗓️ Completed: 05-13-2025
Automate posting of American Airlines invoices (these invoices must be retrieved from their website as they are not emailed to us. The invoices have the AWB on the invoice but the AWB also has the 3-letter airport code which does not come up in Shipamax)
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UiPath - PTLS Settlement (Void Aged) Review For Accrual🗓️ Completed: 02-20-2025
Charges or accessorial that have not received a document for confirmation and are sitting in McLeod in the HOLD status for over a long period of time need to be systematically "Void". Currently the settlement team goes in and change the status of these orders from HOLD to Void. They want the bots to do this to orders waiting for documentation for over 180 days from current date. There are two parts to this project as the fields to filter and input are different for each of these: * Where the order is in HOLD and may or may not have earnings and deductions. * Where the earning or deduction is on HOLD but its order has already been processed.
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UIPath: Settlement Accruals🗓️ Completed: 02-19-2025
UI Path automation to void out old unpaid settlements + earnings and deductions for orders older than 180 days. The process is designed to run unattended, on a daily cadence 9am monday-friday.
View Task - 🗓️ Completed: 02-17-2025
⏳ Incomplete (4)
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Request: Insurance Cancellation Rapid Alert🗓️ Due: Not Set
We were reviewing the insurance certificates that were cut for the month of May (new process) and matching those with the loads in McLeod and we discovered that some loads were voided. Sales/Ops are not informing the compliance team about the cancelations. We would like to request a rapid alert to be sent to [email protected] [[email protected]] every time that a load that has a “CRG” as an accessorial and the load is change to “void” status so they can action that immediately and cancel the certificate in the website. Bre: We'd be able to trigger an alert on Void and then check the charge table to send out an alert. This would require a rapid alert and a node.js middle tier - needs to be prioritized and assigned to a developer.
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UiPath: US Customs Statement🗓️ Due: Not Set
The purpose of this project is to process Accounts Payable (AP) invoices, manage daily statements, and ensure accurate data entry and validation for job numbers, statement numbers, and customs fees. This involves capturing, renaming, saving, and validating data across multiple modules and screens within the WiseCloud application and ensuring accurate tracking of job numbers, statement numbers, and customs fees while maintaining compliance with accounting standards.
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UiPath: Shipamax Invoice Posting🗓️ Due: 04-19-2025
This automation project aims to enhance the efficiency and accuracy of processing warehouse invoices by integrating data from the Shipamax platform into CargoWise. The automation identifies approved records within Shipamax, then transfers relevant invoice data, such as Invoice Number, Issuer, Date, and Gross Total, into the CargoWise platform for payables processing. The UiPath automation process includes data capture, filtering, and invoice posting. The project ultimately seeks to reduce manual effort, minimize errors, and expedite workflow in the accounts payable process. Shipamax Posting Invoices in CargoWise - SOP Flow 3.18.2025 v1.0.pdf 2.89 MB [https://api.blue.cc/uploads/cm8hriyta001d2lrv8xlw81xc/Shipamax%20Posting%20Invoices%20in%20CargoWise%20-%20SOP%20Flow%203.18.2025%20v1.0.pdf?content-disposition=attachment]
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Purchase Settlement Automation🗓️ Due: 08-09-2025
PTLS has many carriers that are set up via EDI to send and receive information. The idea of this project is to use the EDI information system transfer process and the TIBCO validation layer to make sure that the delivery of the orders and the documentation in McLeod are according to the standards required for the settlement team to make the payment.
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Mario Marroquin
9 projects ▼
✅ Completed (8)
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PowerBI: Cargowise Jobs Report (SPM-31305)🗓️ Completed: 10-24-2025
This is both a problem and a request. Cargowise has an export limit of 1200 and because of the limit I cannot access the data I need to effectively run AFCI. I need a report created in PBI per the attached specifications. Report is to quickly identify the jobs that are taking the longest and how many are sitting out there at one time.
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UiPath: AFCI Bond Review - Phase 2🗓️ Completed: 10-15-2025
The bot looks at the master Excel file that was created by Phase 1 and looks for all bonds that are marked "TERMINATE". These bonds are searched on the Merlin site and terminated with the reason being "Importer is no longer a client". The customer is then emailed about this termination and the CHB relations folder in Front is tagged.
View Task - 🗓️ Completed: 08-06-2025
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Request: Bond Purchases of Microsite and Pipedrive🗓️ Completed: 07-25-2025
We want to turn Bond Purchases back on for Customs and Integrate with Pipedrive Bond Purchase Form Adjustments: 1. Add Checkbox that says by purchasing this bond you agree to use us as the majority clearance broker on file in any rolling 12 month cycle. Bond Application Adjustments: New Bond Application will need to be wired up Include W-9 for download Power of Attorneyfw9.pdf 137.51 KB [https://api.blue.cc/uploads/cmd6gevt100a42jtnbql75imj/fw9.pdf?content-disposition=attachment] 2025epiccustomsbondapplication.pdf 357.37 KB [https://api.blue.cc/uploads/cmd7iy2of005d2jtn2n533wn8/2025epiccustomsbondapplication.pdf?content-disposition=attachment] EMAIL NOTIFICATIONS: Bond Purchase Form - Need Admin Email to Steve Crandall, Abby Blystra, David Ward, Brenda Durham - Business Email to [email protected] [[email protected]] - Set Reply To email to [email protected] [[email protected]] OR setup a forward from [email protected] [[email protected]] to the [email protected] [[email protected]] inbox in cpanel Customs Bond Application Form - Need Admin Email to Steve Crandall, Abby Blystra, David Ward, Brenda Durham - Business Email to [email protected] [[email protected]] - Set Reply To email to [email protected] [[email protected]] OR setup a forward from [email protected] [[email protected]] to the [email protected] [[email protected]] inbox in cpanel FRONT RULES: * We need a rule that reads the subject line from the USA Customs Clearance “new order” template email * It needs to read the last 3 words “Continuous Customs Bond” and tag it in front with the “New Bond Request” tag * The rule needs to also assign it to Amy Mileham [https://api.blue.cc/uploads/cmd97yun900dp2ju37il54vmi/image.png]image.png 127.6 KB [https://api.blue.cc/uploads/cmd97yun900dp2ju37il54vmi/image.png?content-disposition=attachment] * We need another rule that reads the subject line from the 2nd email that the microsite sends out when a customer uploads documentation (below snip) * It needs to read the first 4 words “Completed Customs Bond App” and tag it in front with the “New Bond Request” tag * The rule needs to also assign it to Amy Mileham [https://api.blue.cc/uploads/cmd981cg500dq2ju3cht1hj0s/image.png]image.png 131.19 KB [https://api.blue.cc/uploads/cmd981cg500dq2ju3cht1hj0s/image.png?content-disposition=attachment]
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UiPath: AFCI Bond Review🗓️ Completed: 06-23-2025
Phase 1 of a process to use the UI of the Merlin Bonds site to review all bonds that have been marked as "Active." The process will go through all of these bonds, download their Excel reports, and check to see if R+L is the majority bond holder, if the bond is at a certain age, and if the bond is set to be renewed later in the year. The process will then take the data from the bond and place it in a "master" Excel document that is located within the "P:\RoboticsProcessAutomation" folder. The Excel document will have 2 sheets, one with the bonds that satisfy all conditions for renewal, and those that need attention. RLG-Development/UiPath_AFCI_Bond_Review [https://github.com/RLG-Development/UiPath_AFCI_Bond_Review]
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Billtrust: Cash Flow Automation🗓️ Completed: 06-23-2025
This project aims to reduce administrative overhead, improve cash flow visibility, and enhance customer experience through automation and digital transformation of the accounts receivable lifecycle. Billtrust aims to improve and streamline the accounts receivable, invoicing, and collections operations. Key areas for improvement include: * Automating invoice submission and tracking via R&L Global’s AP portals * Consolidating invoicing and payment operations into an integrated platform * Enhancing the collections process with digital tools to improve efficiency and visibility * Providing customers with a self-service portal to access past due invoices, supporting documentation, and payment options * Leveraging integration across invoicing, credit, collections, and payment data to support end-to-end visibility and decision-making.
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Project: Payment Gateway replacement - Paytrace🗓️ Completed: 06-15-2025
Replace Cybersource as the current payment gateway vendor. Project will have 3 phases. * Phase 1- BillPay Without the Guest Login Feature * Phase 2 - Prepay * Phase 3 - BillPay's Guest Login feature
View Task - 🗓️ Completed: 12-18-2024
⏳ Incomplete (1)
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- 🗓️ Due: 07-16-2025
Andrew Davidson
8 projects ▼
✅ Completed (7)
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McLeod CT - RLG_DW modifications🗓️ Completed: 11-03-2025
In order to prepare RLG_DW for change tracking, all of the CrUD stored procs, external tables, and updated _p tables need to be put into a git branch and a PR created. All of the tables with such a proc in dev should be included.
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McLeod Change Tracking🗓️ Completed: 06-24-2025
use change tracking in mcleod to make the ssis way faster and less complicated pipeline.
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Devops Pipeline for generic SQL executions🗓️ Completed: 05-09-2025
need to be able to execute arbitrary sql scripts during deployment. validation needs to check no view, proc, external table, or functions are touched by these executables. deployment needs to involve a list of scripts delimited in some way within the file and then they will be run sequentially.
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Improve Databricks ADF Authentication Security🗓️ Completed: 03-17-2025
databricks notebooks should NOT hardcode any sort of credentials for accessing azure blob or databases.
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table size auditing over time🗓️ Completed: 01-29-2025
We want to see how many rows are in each table in RLG_DW saves off each day. This way we can build diagnostic tools and alerts if things start growing (or shrinking) rapidly
View Task - 🗓️ Completed: 01-13-2025
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Q1 2025 | Cargowise data pipeline🗓️ Completed: 01-09-2025
redo the cargowise data pipelines & physicalize all the cargowise tables in RLG_DW. Possibly also automate the upgrade process but that might be it's own task.
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⏳ Incomplete (1)
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Document On-Prem Views🗓️ Due: 10-01-2025
Identify source columns for all the views in the On-Prem databases.
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Lindsy Torres-King
7 projects ▼
✅ Completed (3)
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Halloween Contest Graphic (SPM-32683)🗓️ Completed: 10-27-2025
Halloween Contest poster, Webex message, and TV graphic. Halloween Contest (the entire company, not just OFC) will be on Friday, October 31st. To enter contest, employee must submit a picture by themselves to [email protected] [[email protected]] by 3pm EST. Costumes should still be work appropriate. We would like to get communication out as soon as possible. There will be 1st, 2nd, and 3rd place winners. Voting will be Monday, November 3rd. Then a reminder on webex again on 10/24
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Updated HR Memo (SPM-34968)🗓️ Completed: 10-10-2025
We need a graphic updated, HR will be sending out a memo but need to update the graphic that was made for us in the past. This needs to be added to the timekeeping memo: • All punches must be made from your workstation using your company-issued laptop or desktop computer. • Please note that clocking in or out via a mobile device is not permitted and is a violation of our company policy. [https://api.blue.cc/uploads/cmgjq0hm501jc1epj6pj7g5z4/Front_chat_attachment.jpeg]Front chat attachment.jpeg 327.3 KB [https://api.blue.cc/uploads/cmgjq0hm501jc1epj6pj7g5z4/Front_chat_attachment.jpeg?content-disposition=attachment]
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HR Communication Request🗓️ Completed: 07-25-2025
Create message for webex regarding the below - Post to OCF Webex channel before the end of the week. _____ Good morning, Can we please send a reminder to the OCF branch to reserve conference rooms. A couple employees have reported that there has been double bookings recently. https://rlglobalwiki.com/kb/reserving-a-room-ocala/ [https://rlglobalwiki.com/kb/reserving-a-room-ocala/] Thank you Lindsy Torres-King | HR Generalist
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⏳ Incomplete (4)
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Ugly Sweater Day Contest (SPM-44581)🗓️ Due: 11-29-2025
Can you please create a graphic and send out company-wide communications for our Ugly Sweater Contest on Friday, December 19 (National Ugly Sweater Day)? Contest details: Date: 12/19 Theme: Ugly Sweater Day How to enter: Employees submit individual photos (no group shots) to [email protected] [[email protected]] by 12/19 at 3:00 PM ET Voting: 12/20 (company-wide vote) Prizes: 1st place – $75 value 2nd place – $50 value 3rd place – $25 value Let me know if you need any additional details.
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Power BI: Exit Survey update (SPM_34497)🗓️ Due: 11-22-2025
PowerBi: HR has an Exit Survey report in PowerBi that needs to be completely updated because we have updated the questions in the exit survey
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Year End Raffle Graphic and Announcement (SPM-44891)🗓️ Due: 12-09-2025
HR Request: HR will be running a year-end raffle to celebrate the countdown to New Year’s Eve, and we need your help with graphics and the initial announcement. Here’s what we’re planning: We’ll hold a “Countdown to NYE” raffle for the 10 business days leading up to New Year’s Eve. Each day, three winners will be randomly drawn: • 1st Place – $100 added to paycheck • 2nd Place – $50 • 3rd Place – $25 Raffle Dates: Day 1 – Wed, Dec 17 Day 2 – Thu, Dec 18 Day 3 – Fri, Dec 19 Day 4 – Mon, Dec 22 Day 5 – Tue, Dec 23 Day 6 – Wed, Dec 24 Day 7 – Fri, Dec 26 Day 8 – Mon, Dec 29 Day 9 – Tue, Dec 30 Day 10 – Wed, Dec 31 What We Need: A graphic for PTLS/AFC, and for Marketing to handle the initial communication and sharing of the graphic companywide. (HR will handle the daily winner announcements.) A separate graphic for ABCO. They’ll manage their own daily drawings and announcements; we just need the graphic. Here are some ideas for the theme: Countdown to NYE, The Final Countdown, 10 Days of Cheer, Ring in the Wins, Cheers to the New Year
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Wiki: HR Tab Reformat- ON HOLD🗓️ Due: Not Set
We would like the Human Resources Tab in the Wiki to reflect the format of Training Tools under the Resources Tab. We would also like to request a list of all HR related articles to conduct an audit. Requesting that we update this page https://rlglobalwiki.com/topic/human-resources/ [https://rlglobalwiki.com/topic/human-resources/] to look and feel like this page: https://rlglobalwiki.com/pipedrive/ [https://rlglobalwiki.com/pipedrive/] Provide an audit of all HR articles on this page https://rlglobalwiki.com/topic/human-resources/ [https://rlglobalwiki.com/topic/human-resources/] so that they can review the content and make sure it is up to date.
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Javon Bryant
7 projects ▼
✅ Completed (4)
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Operations Front Updates: Sourcing and Flatbed (SPM-39907)🗓️ Completed: 11-10-2025
i would like to review our current front rule and add some updates. Migrate new flatbed email to Front
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Power BI: Row level security by business segment (SPM-38771)🗓️ Completed: 11-04-2025
Create row level security for business segments within BI reports. flatbed specialist and is responsible for helping grow this mode. So I need him to have access to data within his division. He ONLY needs access to customer scorecard, cpe scorecard, strategic account analysis, track and trace, service failure.
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Wiki: Capacity Internal Logging Sourcing Info Form🗓️ Completed: 09-17-2025
Fluent form and page on wiki for capacity team to upload information from sourcing calls. Here is a list of information my team will be gathering from sourcing calls. (I would like there to be an “entered by section”) · Preferred lanes (Needs, backhaul Needs) no more than 5 lanes (maybe 3?) · Rates per lane · Local or OTR (over the road) · Contact (name) and Email · Recurring tractor (what days and times drivers will be available) · Equipment type · How many trucks and trailers? · How many terminals? · Do they prefer drop trailers or Live? · How many team drivers? · Would they like to be involved in RFPs? · Notes
View Task - 🗓️ Completed: 04-10-2025
⏳ Incomplete (3)
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Corporate sourcing team Dashboard SPM-32688 and SPM-21898🗓️ Due: Not Set
Here is what I would like to see on a dashboard is possible. I like a lot of the report under the CPE scorecard * https://rlglobalwiki.com/capacity-sourcing-form/ [https://rlglobalwiki.com/capacity-sourcing-form/] (steve) created this sourcing form for my team. It said hes capturing all the data so I plan to create a Dashboard with these fields (if we can link this data to a Map showing carriers capacity, this would be awesome. This will allow us to promote in each office for sales to target customers in these areas. (there is a heat map on the CPE scorecard ( I was thinking on a second map with can display our core carriers locations * Lane analysis (with awarded column) * Carrier with 3-9 loads delivered within 30 days’ time frame * And carriers over 10 shipments within a 30 day time frame (core carriers) * Newly onboarded carriers ( is there a way for us to see who requested to onboard carrier? * Mode Growth dashboard (Carrier Equipment Vs trailer types tied to order numbers in Mcleod) * I would like to see 2 trending graphs * Maybe we can add total avg carrier cost Week over week instead of by carrier? there is a report in the Mcleod insights that rob likes that will work. * I was thinking we should redefine the carrier reused % since it seems to be confusing * As the goal is to cut cost. Maybe we can Is it possible to combine all open deck equipment types? I was also thinking we should do away with a lot of those reports that we no longer use.
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Sourcing Team CRM (SPM-23750)🗓️ Due: Not Set
Our Vision Build the most trusted, data-driven carrier ecosystem that delivers market-beating cost, primary coverage, and zero-surprise service on every awarded lane. Tagline: Right carrier. Right lane. Right now. Our Mission (How we win) Operate a proactive, AI-assisted sourcing engine that grows core carrier depth across van, reefer, flatbed, and intermodal; locks primary coverage on awarded lanes; reduces buy rates; and strengthens long-term relationships—measured by sustained savings, margin lift, fewer service failures, increased reused carrier %, carrier commitments on RFPs and Mode growth QoQ. Our Values (How we show up) • Proactive > reactive – we hunt lanes weekly and act before gaps appear. • Data over opinion – benchmarks, scorecards, and ROI dictate the next best move. • Relationships are assets – every touch builds trust, reuse, and commitments. • Speed with discipline – SLAs, WIP caps, and stage gates keep us sharp. • Own the outcome – clear mode ownership, attribution, and 30-day sustain. • Compliance is non-negotiable – safe, vetted carriers or no go. • Continuous improvement – learn, automate, and level up skills every quarter. I’ve attached a file that should give you guys a better understanding of the CRM I’m looking to build. Below you’ll see the responsibilities of the team. My hopes is to leverage tech/AI and reporting to eliminate the admin work as I don’t want the team to drown in data entry task as this will consume a lot of their time ultimately slowing them down and preventing them from the mission. Automations Integrations Pipelines CRM custom fields Templates Reporting (powerBi) (we have most of the reporting in PowerBi just need to clean it up a bit) @Andrew Davidson [[email protected]] I also have the Schema and DAX measures created which might help when creating these reports. I have not added this file yet but would like to share when we meet to discuss. Thanks Core Responsibilities: Manager: · Set sourcing strategy and KPIs · Prioritize sourcing request · Own RFP planning and post award coverage · Develop routing guides for key accounts · Collaborate cross-functional (pricing, sales, ops) · Track cost saving and mode conversion opportunities · Sourcing Reps · Source carriers for specific freight types or geographies · Prospecting carriers/ research/ adding leads to pipelines · Build carrier relationship for coverage and rate leverage (carrier bench) · Identify new carriers for underperforming lanes (Cost Hawk) · Maintain carrier scorecards and negotiate rates · Onboard new carriers · Resource active carriers (daily touchpoints with carriers) with hope to increase our reused percentage · Submit sourcing sheet · Set carriers up for carrier portal · Monitor carrier bench/ Core Carriers · Own coverage for awarded lanes (proactive, not reactive) · Identifying opportunities (Placing carrier in respective pipeline) * Continuous lane development on underperforming lanes * Cost hawk- Cutting * Carrier RFP commits * Selling QuickPay option * Getting carrier set up with carrier portal. * Sourcing new carriers to add on board. * Resourcing Active carriers to strengthen our reused percentage through scheduled touchpoints (carrier bench) Key Processes & Strategy Weekly Rhythm (subject to change) Monday: Prioritize sourcing requests + lane strategy meeting Midweek: Rep 1:1s + time-block for proactive carrier prospecting Friday: Team sync + review KPIs, share wins/learnings Carrier Development Strategy (long term) Maintain a Carrier Bench by region/mode Implement a Carrier Onboarding Funnel (qualified > active > core) Assign reps to own 50-100 core carrier relationships each Scorecard: rate competitiveness, reliability, compliance Cost Reduction Strategy Compare current carrier rates vs. market index weekly Use team to re-bid underperforming lanes quarterly with carriers resourced Develop regional preferred carrier pools by mode Lane Development Strategy Cross-reference pricing lost lanes, customer asks, and underperforming lanes Reps proactively hunt for 2-3 lanes per week to source cheaper/better carriers Incentivize reps to submit “Carrier Fit Pitches” for new lanes Cross-functional communication strategy Internal Collaboration Guidelines Create email distro in front Weekly meeting with pricing + Customer sales lead (talk about advertised cap) (How do we get our tech to do this for us)? Monthly business review w/ Tom and Javon: showing sourcing ROI
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Blue Set up for Operations(Javon's Team)🗓️ Due: Not Set
This Project is all about setting up Javon's team in Blue, if possible Operations will use the same template across the teams. Likely a CRM request, probably not Blue, but undetermined yet.
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Kelly Spencer
7 projects ▼
✅ Completed (4)
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PHX Front Changes🗓️ Completed: 10-09-2025
Kelly asking for the following changes - Step 1: Email enters shared inbox and is auto assigned to rep which triggers a 30 min SLA for them to make their first reply to a an email. If no first reply within 30 mi the SLA is breached and you and terence would be notified. Step 2: Once first reply is sent the rep is to change the email status to " Waiting" which force them to select a tag from the standardized onces we came up with. Step 3: Once email is in "Waiting" status and has been tagged then a 2nd SLA time initiates based on the tag selected with a resolution time. Example we could have once an email is tagged "Customer Quote" there is a 30 min resolution SLA or whichever time you prefer. From there Kelly and Terence can track in analytics the following: 1. Initial response time = Time between receiving email and sending first reply. 2. Resolution time = Time between being marked "waiting" and tagged and status being changed to "Resolved" 3. Amount of conversations coming in for each tag. Example being you could see how many customer quotes are coming in by the tag that is placed on the email. 4. It will show total emails and % tagged and allow you to drill in and see specific emails but Front anyalytics will not provide amount of emails tagged or sent to specific email addresses.
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Customer Sales Call Priority🗓️ Completed: 08-07-2025
Kelly wants a smart way to tell his sales people "Call these customers for these reasons" based on shipping trends with that customer (dip in business means we should prioritize calling them), how recently we've been in contact (If I called yesterday I don't need to call again today), and possibly other features. Ed at some point had a similar initiative so we're going to put heads together and come up with a plan.
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Acquisition Bounty - Pipedrive Flags for Director Approval🗓️ Completed: 03-07-2025
Implementing a logic in the existing Combined AE margin report. This serves to assist with the incentive calculation (Acquisition Bounty Plan) for the Phoenix group. One of the criteria for the shipment to qualify is to ensure the margin is at cost +15% or has the directors approval, which is currently not captured in the system
View Task - 🗓️ Completed: 11-13-2024
⏳ Incomplete (3)
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Dutton Supply - DUTLOK- looking for other integration capabilities (SPM-24012)🗓️ Due: Not Set
Customer Name Dutton Supply - DUTLOK Please give us a description of the customer need We will be adding to our tech stack soon and will be adding a TMS or some software to automate our bid process, generate documents, etc. My top pick is Owlery - https://owlery.ai/about-us [https://owlery.ai/about-us] - but I wanted to check to see if you integrate with this platform. If not, are you willing to? Also open to hear other recommendations, but the number 1 prerequisite is that it works with our ERP platform, Cin7.
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PowerBi: PHX Dashboard🗓️ Due: 08-26-2025
PHX is a new call center office that was setup and Steve would like to develop a PowerBi Dashboard that relates to this team. * PHX strategy and planning * Gather call center KPIs - Kelly Spencer * Develop reporting solutions to support the following: * Site Visits - Google Analytics - All Microsites * Calls (Calabrio and CallRail) divided by calls from sites vs all other calls * Ad Spend (Google) * Paid visits vs organic visits Google Analytics data should be pulling into the datalake, please check with Jagadeesh on this. Callrail should be pulling in as well but im not sure - please let Brenda know if you need an API User to set this up. If you have any questions or need clarification, we can set up a meeting with Steve Notes from Steve on Layout and pages for dashboard Overview: * KPIs overview of pages below Author Performance: * Looker/Author report Microsite Performance * Traffic * Engagement * Impressions * Click through rate * Conversions Agent Performance * Call Center Report * PHX Reporting Paid Ads Performance * Traffic * Close Rate
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Request: Add fields into PipeDrive🗓️ Due: Not Set
Would like to have a lane history field built into PipeDrive that is populated from the quote field: Origin Zip, Destination Zip and Trailer Type. Would also like the ability to manually enter in Origin Zip, Destination Zip and Trailer Type. This would allow us to leverage both lane rate information as well as Truck/Load Ratio data. This will allow us to provide intelligence around next best calls to make and reasons for those calls. ROI per call would increase significantly for our sales team. Having a reason for call and teeing up the best organization to call.
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Elyssa Bennett
7 projects ▼
✅ Completed (7)
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Front Email Routing🗓️ Completed: 06-30-2025
Build and deploy a middleware process that integrates Front with McLeod to automatically assign incoming emails in the Domestic Sales inbox based on customer and salesperson data.
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App Support Bench Depth🗓️ Completed: 06-06-2025
This project lists out the applications that the team needs to be cross trained in.
View Task - 🗓️ Completed: 05-22-2025
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All in one new hire form🗓️ Completed: 05-09-2025
We are updating the wiki new hire form integration in Front to not split the ticket up by each application. There will be one new hire ticket that comes to Front and round robins amongst the team. The team member assigned will complete the full ticket.
View Task - 🗓️ Completed: 04-25-2025
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RL Tools: AE Re-assignment Update🗓️ Completed: 03-19-2025
RL Tools App has a feature to reassign McLeod customers for AEs that have Termed - We need to update how this tool updates the customers to use the API instead so McLeod will trigger a rapid alert to update PipeDrive.
View Task - 🗓️ Completed: 02-10-2025
⏳ Incomplete (0)
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Josh Kimble
7 projects ▼
✅ Completed (7)
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fluentforms-payment notes🗓️ Completed: 03-18-2025
As part of the fluent forms data there is a field called "payment_note" which includes details about the stripe transaction related to that form submission. The field is stored as a PHP serialized object so I first need a python script to convert to JSON then a dataflow to save into SQL. There are some sensitive fields regarding credit card info that will not be saved.
View Task - 🗓️ Completed: 03-17-2025
- 🗓️ Completed: 03-14-2025
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Customs: Post Quick Answer Styling🗓️ Completed: 03-06-2025
Gutenberg Inline Notice Block Change Yellow background and outline to the Customs Red Change Quick Answer font to white Center Quick Answer text and text in outline
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Fulfillment: Post Quick Answer Styling🗓️ Completed: 03-06-2025
Gutenberg Inline Notice Block Change Yellow background and outline to the Fulfillment Green Change Quick Answer font to white Center Quick Answer text and text in outline
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Truckload: Post Quick Answer Styling🗓️ Completed: 03-06-2025
Gutenberg Inline Notice Block Change Yellow background and outline to the Truckload Blue Change Quick Answer font to white Center Quick Answer text and text in outline
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Fulfillment & Distribution: Add Google map & address section🗓️ Completed: 02-24-2025
Adding section with Google map & Facility address to be placed above the footer.
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⏳ Incomplete (0)
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Nicole Guarino
6 projects ▼
✅ Completed (3)
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RLG-TV -- Operation Safe Driver Week🗓️ Completed: 07-14-2025
Jonathan Swartz received a request from Nicole to have something up on RLG-TV companywide for Operation Safe Driver Week. Link to the file for background information: https://docs.googl.com/document/d/1MBAz5rmhBng_iSZsnDI_IY9SafVBi_yR/edit?usp=sharing&ouid=112501523124930504805&rtpof=true&sd=true [https://docs.google.com/document/d/1MBAz5rmhBng_iSZsnDI_IY9SafVBi_yR/edit?usp=sharing&ouid=112501523124930504805&rtpof=true&sd=true] Time urgency: Operation Safe Driver Week is July 13-19, 2025 If any questions, please reach out to Nicole in Birmingham.
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Whatsapp Integration to Pipedrive - Research🗓️ Completed: 07-14-2025
What PipeDrive apps are currently available and the costs Are these apps viable How many Users would need a license The effort it would take to build a custom integration What does that architecture look like API Research
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track & trace enhancements🗓️ Completed: 01-08-2025
need to use Mcleod users data to populate names for folks not in Oracle. Need to see total # of manual callins made by a user during a time period.
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⏳ Incomplete (3)
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Wiki: Revamp New Hire Form🗓️ Due: Not Set
We need to revamp the new hire form as it is outdated and there are gaps in areas.
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Request: Flowlogix AE Hold Enhancement🗓️ Due: 08-09-2025
Pain points identified in the current process include the premature billing of orders before they undergo necessary changes from the Customer Success team. This results in a backlog of 32 loads that have not been closed, and the dependence on a manual exception process complicates order management. Additionally, this process restricts the tracking team’s ability to deliver orders efficiently, as they must pause deliveries for manual checks The goals of this project enhancement are to streamline the order management process, reduce reliance on manual interventions, and empower the tracking team to fulfill deliveries without unnecessary delays. Implementing an automated AE hold will enable timely adjustments by the Customer Success manager before orders reach the billing stage, ultimately improving operational efficiency and customer satisfaction. Enhancement Details: KEYEPA - KEYSTONE AUTOMOTIVE WAREHOUSE Hold for all orders under KEYEPA customer regardless of rate/charge changes
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Marketing Newsletter Template (SPM-19694)🗓️ Due: Not Set
I would like to request support from Marketing to create a template to use where we could have defined sections and insert visuals for the weekly RLG AE & CPE Announcements webex space. Currently all information is shared via word document and pasted into the chat. Could we create something more visually appealing to feed the information into more of a newsletter template?
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Abby
5 projects ▼
✅ Completed (2)
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SM Brand Tone Guide🗓️ Completed: 11-10-2025
Build a Social Media Brand Voice, Audience, and Engagement Guide Objective: Develop a clear, actionable guide for our brand’s tone, voice, audience definition, and engagement strategy for each of our social channels — LinkedIn, TikTok, Facebook, YouTube (include a list of platforms we should consider adding, and platforms we use that we should consider deleting) — with a focus on B2B transportation and logistics services. Deliverables 1. Brand Voice & Tone per Platform * Define tone style (e.g., professional, energetic, conversational, authoritative) for each channel * Include do’s/don’ts and sample phrases/posts that match our audience 2. Audience Profile per Platform * Define the primary target audience for each channel * Note how our audience differs per platform and their likely goals/interests when engaging with us 3. Topical Content Focus * List the core themes/topics that should be posted on each channel (e.g., LinkedIn = leadership, TikTok = behind-the-scenes, YouTube = tutorials/explainers) * Include example post ideas 4. Engagement & Growth Strategy per Channel * Outline how we will build a following (e.g., hashtags, collaborations, posting frequency) * Describe how to encourage interaction (e.g., polls, Q&A, challenges, expert tips) * Include any channel-specific algorithms or trends to leverage 5. Comparison Table * Side-by-side table showing how tone, content, and engagement differ per platform * Include quick-reference bullet points for the team Requirements * Research existing competitors in B2B logistics/transportation and note effective tactics * Factor in generational preferences (Millennials, Gen X, Boomers) and how they consume business content * Include how to separate ourselves from the competition - victim of sameness * Base recommendations on both our audience data and industry best practices * Include 2–3 visual examples or mockups for each channel
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⏳ Incomplete (3)
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Logistics Video for West Port🗓️ Due: 12-06-2025
Story of a Sneaker voiceover and video shots - docs.google.com/document/d/1Y_o_o_VzfDn2fn6878KdQCsGz9a8cXRpKQvspBZnCzw/edit?usp=sharing [https://docs.google.com/document/d/1Y_o_o_VzfDn2fn6878KdQCsGz9a8cXRpKQvspBZnCzw/edit?usp=sharing]
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Keyword Search Volume Tracking Report🗓️ Due: 11-19-2025
Objective Develop a reporting process to track and compare search volume for the primary keywords assigned to each article we publish. This will help us determine whether traffic declines are caused by reduced search demand (topic interest waning) versus performance issues, and guide when to create new “replacement” articles targeting higher-volume opportunities. Scope & Requirements 1. Data Capture * For each new article, log: * Article URL * Primary and secondary target keywords * Baseline search volume for each keyword at time of publish * Store in a centralized, shareable location (e.g., sheet/dashboard) accessible to Marketing/SEO. 2. Ongoing Monitoring * Create a simple method (manual or automated) to: * Re-check keyword search volume at set intervals (e.g., quarterly). * Compare changes in search volume against article traffic trends. * Flag keywords/articles where: * Search volume has significantly declined. * Traffic loss aligns with reduced demand vs. performance issues. 3. Action Triggers * Define criteria for: * When to retire/deprioritize updates to old content due to low/no volume. * When to propose a new article (“replacement” topic) based on stronger search volume. 4. Deliverables * Documented workflow. * Template/central report for logging and reviewing volumes. * Reoccurring task for reviewing report data
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WIG Progress Report🗓️ Due: 01-01-2026
TVs and Webex - app.powerbi.com/groups/me/reports/680cf21a-9d40-4330-af50-6d1f9585dc3d/6bf2ba501b8690792837?ctid=7a02538e-ea92-473e-83b1-c7e74c77e0c2&openReportSource=ReportInvitation&experience=power-bi [https://app.powerbi.com/groups/me/reports/680cf21a-9d40-4330-af50-6d1f9585dc3d/6bf2ba501b8690792837?ctid=7a02538e-ea92-473e-83b1-c7e74c77e0c2&openReportSource=ReportInvitation&experience=power-bi] WIG Progress Communication.docx 66.08 KB [https://api.blue.cc/uploads/cmhp5z3fd00jq1evs85dbch6l/WIG_Progress_Communication.docx?content-disposition=attachment]
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Sam Scott
5 projects ▼
✅ Completed (4)
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ABCO Phase 2 tracking for api🗓️ Completed: 11-21-2025
Helmsman has requested enhanced shipment visibility for all ABCO loads. Based on Robert’s feedback, the goal is to provide real-time tracking updates throughout the shipment lifecycle, including the following key milestones: * Arrived to Shipper * Loaded * In Transit / Location Updates * Arrived to Consignee * Delivered In addition to these status updates, Helmsman would like access to supporting shipment documentation, including Bills of Lading (BOLs) and Proofs of Delivery (PODs). The reference to PODs is understood to also include invoices associated with each completed delivery.Planimatik API - Provider Technical Documentation_ (1).pdf 660.19 KB [https://api.blue.cc/uploads/cmhuo7ylk00011esfg7z37yb6/Planimatik_API_-_Provider_Technical_Documentation_1_.pdf?content-disposition=attachment]
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Qued Set Up🗓️ Completed: 11-13-2025
Request is to add integration for Qued. Requirements: · Set us up as a McLeod User with Ops level permissions · Send us the API URL and configure our user with an authentication token / username & password (instructions attached if needed): The API token is: fb10a6e6-c7f4-4670-a59f-e73197575754 · Create 7 Appointment Statuses · Create 4 rapid alerts · Below are the 7 appointment statuses and color codes to be created in McLeod: [https://api.blue.cc/uploads/cmhw37be300161eqt9ex80hz8/image.png]image.png 17.76 KB [https://api.blue.cc/uploads/cmhw37be300161eqt9ex80hz8/image.png?content-disposition=attachment]ABTS _ Qued Rapid Alerts.docx 2.66 MB [https://api.blue.cc/uploads/cmhw35e6c00141eqtcgkc7roq/ABTS_Qued_Rapid_Alerts.docx?content-disposition=attachment]McLeod User and Authentication Setup (2).pdf 380.3 KB [https://api.blue.cc/uploads/cmhw35dsk000y1fq2916t7qwy/McLeod_User_and_Authentication_Setup_2_.pdf?content-disposition=attachment]
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ABCO set up for MacroPoint tracking (SPM-32580)🗓️ Completed: 10-28-2025
ABCO brand new customer Helmsman Solutions is requesting API integration through Planimatik. This is a new customer to ABCO and they have strict tracking requirements that we need to meet in order to do business with them. Requirements: Phase 1 Tracking: 1. Send location string updates to Tracking endpoints (Callins ?) Phase 2 Bidding: 1. Customer Post Load to us 2. ABCO Submits Bid 3. Customer Award to us 4. FlowLogix does Rate Con (Email) Credentials USER: [email protected] [[email protected]] DOC CARRIER: https://docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0 [https://urldefense.com/v3/__https:/docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUCpeH8II$] API URL: https://pre-api-planning.cargobot.io [https://urldefense.com/v3/__https:/pre-api-planning.cargobot.io__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUDddJ80v$] API KEY: aMy1cbZRYONsddOZFOku6y2pF6jOhrmAcEEsErBf6jOfv7Zyt7pRNxEm1jQohtKm DOCU PROVIDER Planimatik API - Provider Technical Documentation_.pdf 660.19 KB [https://api.blue.cc/uploads/cmgp8oajm00ga27pwahjmhkxz/Planimatik_API_-_Provider_Technical_Documentation_.pdf?content-disposition=attachment]
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ABCO Revenue & Lane Reporting🗓️ Completed: 01-28-2025
ABCO_Monthly_Wkly Snapshot_Updated_7-18-24.xlsx 28.94 MB [https://api.blue.cc/uploads/cm6gwyfsb025b2lqgahzrdr3h/ABCO_Monthly_Wkly%20Snapshot_Updated_7-18-24.xlsx?content-disposition=attachment] ABCO_Q2_2024.pptx 837.23 KB [https://api.blue.cc/uploads/cm6gwyfrx025a2lqg7kese3tq/ABCO_Q2_2024.pptx?content-disposition=attachment] Create a Monthly Dashboard capturing the Key metrics for ABCO like Revenue , Rate per Mile, Truck Count, Order Count. - Weekly Metrics - Lane Analysis
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⏳ Incomplete (1)
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UiPath: ABCO Auto-rating & FSC🗓️ Due: 06-28-2025
The ABCO Auto-rating and FSC project aims to automate the invoice processing workflow by improving efficiency and reducing errors. The UiPath bot checks an Excel sheet to identify which invoices have already been processed. For unprocessed invoices, it follows specific conditions and logic branches to determine the next steps. This automation aims to expedite processing while also enhancing reporting capabilities. Ultimately, the project aims to enhance accuracy, reduce processing times, and the manual workload of associated staff, thereby improving overall financial management. ABCO Auto-rating FSC SOP Flow - v1.1.pdf 3.4 MB [https://api.blue.cc/uploads/cmbjqy5ja01751zrifmvae8es/ABCO%20Auto-rating%20%20FSC%20SOP%20Flow%20-%20v1.1.pdf?content-disposition=attachment]
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Steve and Abby
5 projects ▼
✅ Completed (2)
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Customs Keyword - Import Duties🗓️ Completed: 11-12-2025
Keyword = Import Duties Stemming from bookairfreight.com [https://www.bookairfreight.com/] - Carlos – Strategize Import Duties keyword - Jacob – Execute - Rachel – Project manager Plan due by November 12th.
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Wiring Checklist🗓️ Completed: 11-05-2025
Create an SOP for adding a CallRail number and testing it. Complete with preplist, call checklist, and campaign checklist. Document adding a number and explain the options along the way. Capture all required items in preplist. SOP lives here: docs.google.com/document/d/13YdjkVlqvMNP1LgW2iyqC1o7Cx5cXCKq-8F2AVmmwVg/edit?usp=sharing [https://docs.google.com/document/d/13YdjkVlqvMNP1LgW2iyqC1o7Cx5cXCKq-8F2AVmmwVg/edit?usp=sharing]
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⏳ Incomplete (3)
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Trade Publications Outreach🗓️ Due: 01-01-2026
1) Find * List 15–20 trade publications (online + print) in our verticals. * Capture contact path for each (editor email/form/LinkedIn). * Add each to a tracker with quick notes. 2) Vet * Check each site’s contributor page/guidelines. * Note link policy (allows do-follow contextual link? author bio only?). * Mark Top 10 to pitch first. 3) Pitch * Personalize and send 5 tailored pitches (match their audience to our prepared angles). * Log send date + set follow-ups for Day 3, Day 7, Day 14. * Reply fast to any editor's response; move warm leads to “Negotiation.” 4) Align & hand off to David * For each editor “yes”: collect topic, word count, tone, deadline, link rules * Create a Brief (target URL/anchor, keyword intent, etc.) * Pass off to David to assign writer * David confirms writer + due date → update tracker 5) Keep it moving * Calendar check-ins: Editor deadline, Writer due date, Submission date. * Ensure delivery to editor (from writer/David) and confirm receipt. * After publishing: verify Live URL, anchor text, rel attribute, correct target URL. * Log the live link in tracker; send “thank-you + next idea” to editor. First 5 days (simple plan) Day 1: Set up tracker + collect 20 pubs + pick Top 10. Day 2: Send 5 pitches. Day 3: Send 5 more pitches + Day-3 follow-ups on batch #1. Day 4: Handle replies → gather guidelines; create briefs; hand off to David for writer assignment. Day 5: Schedule all dates (writer due, editor deadline); prep follow-ups; update weekly counts. Definitions of done (for you) * Pitch done: Personalized email sent + logged with follow-up dates. * Handoff done: Editor’s requirements captured + brief delivered to David + writer assigned in tracker. * Placement done: Live URL verified+ tracker updated + editor thanked.
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Cosmetics Industry eBook Edits🗓️ Due: 11-29-2025
Joe will update Marian on what is needed. A-Comprehensive-Guide-to-Logistics-and-Customs-Clearance-in-the-Cosmetics-Industry (1).pdf 2.2 MB [https://api.blue.cc/uploads/cmhnwn9za03hw1eq14ljpgztr/A-Comprehensive-Guide-to-Logistics-and-Customs-Clearance-in-the-Cosmetics-Industry_1_.pdf?content-disposition=attachment]
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Cargo Export Keyword - Export Duties🗓️ Due: 11-20-2025
Keyword = Export Duties Stemming from bookairfreight.com [https://www.bookairfreight.com/] - Carlos – Strategize Export Duties keyword - Jacob – Execute - Rachel – Project manager Plan due by November 19th.
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Trey Crossno
5 projects ▼
✅ Completed (4)
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BI Report: Texas Triangle (SPM-42184)🗓️ Completed: 11-19-2025
On the “Customer Scorecard” BI report under “Texas Triangle”. Can we make this more like the expedite and tradeshow where we are showing YOY and MOM with a slicer at the top? That way we can see results vs goals? Thank you!
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Replicate Expedite on Customer Scorecard (SPM-19714)🗓️ Completed: 08-15-2025
We would like to replicate the “Business Segment - Expedite” from the “Performance Dashboard – Operations” to be included on the “Customer Scorecard” report. Essentially, we would like to follow the same rules, but show month over month growth with a goal of 10% MOM growth. Please let me know if there are any questions or concerns. Thanks!
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FlowLogix: Static Dispatch Update🗓️ Completed: 03-06-2025
1. The project needs to cover loads 7 days prior to Shipper pick up (currently its 7 days after creation date) 2. The project needs to update Movement Status
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RLC Carrier Lanes🗓️ Completed: 02-20-2025
Would it be possible to take these origin and destination zips uploaded into the McLeod carrier profile for RLC in their lane detail tab? I didn’t know if this is something that could be uploaded rather than a manual process. Essentially have the zips on both ends with “V53, V, VM” as equipment type. Working on a project to get RLC empties loaded with revenue. Thanks!
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⏳ Incomplete (1)
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Start Wizard: Sprinter Van/Straight Truck Pricing (SPM-10419)🗓️ Due: Not Set
* Feature Request: Start Wizard rates - Sprinter Vans and Straight (Box) Trucks. I have two vendors that have published pricing. SCM3, API, or loaded rate tariffs in McLeod. Vendors: ExpediteAll and Yellow Diamond * Feature Need: To empower AEs to have straight truck and sprinter van pricing in the start wizard just as they do for dry van, flatbed, and reefer. Currently start wizard is reflecting dry van rates for these modes. * Feature Benefit: To alleviate the bottle-neck of sprinter and straight truck rate requests from the AEs to operations. This will also allow them to be able to give pricing to their customers relatively quickly.
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Karen Wyatt
5 projects ▼
✅ Completed (4)
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- 🗓️ Completed: 05-09-2025
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Wiki Compliance Form Update🗓️ Completed: 02-20-2025
rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107403238546 [https://rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107403238546] Removal of the following fields from the Compliance Request form in the Wiki: 1. Special Request 2. Carrier Name 3. Carrier Code 4. Do you have a signed condition of freight?
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Front Migration | Claims🗓️ Completed: 01-30-2025
This project is to finish migrating the Claims inbox over to Front. We initially moved "claims@rlglobal" and now were requested to also move "rlgsafety" and "rdppropertyclaims". This was because during the initial migration, they had a lot of teammates OOO due to end of year. Claims team emails moving to Front in Risk and Compliance workspace. [email protected] [[email protected]] [email protected] [[email protected]] [email protected] [[email protected]]
View Task - 🗓️ Completed: 12-09-2024
⏳ Incomplete (1)
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Flowlogix: Update SSQ with Value over $1k (SPM-23784)🗓️ Due: Not Set
We are implementing a new policy for insurance that requires a minimum value of $1,000.01 to be eligible for insurance. We need to change the SSQ system to only send the optional quote on shipments with the value over $1000.00.
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Ed Ackfeld
5 projects ▼
✅ Completed (5)
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VP Request - Posting for RLG Announcements🗓️ Completed: 08-04-2025
Can you please help me post the following in the RLG Announcement space. Subject: Exciting Update: Trade Show Team Structure & Vision Team, I'm excited to share some clarity and direction around the ownership and structure of our trade show and association growth initiatives at RLG. Erica Rosignolo, our Strategic Growth Manager, will continue to lead the long-term vision and overarching strategy for trade shows and association presence. Her leadership sets the tone for how we show up, who we target, and how we build lasting brand equity through events. Adrian (Business Development Specialist) reports directly to Erica and serves as the main point of contact for trade show-related initiatives. He acts as an extension of Erica’s strategy, driving daily execution and supporting event-specific goals. Trey (Director of Operations) works in lockstep with Erica to ensure all operational components are aligned—logistics, materials, and onsite coordination are under his guidance, reinforcing our professional execution. Amanda (Sales Quality Manager) provides training content development and supports our overall sales quality and customer experience—helping to ensure our team is prepared, confident, and consistent on the show floor and beyond. Justin plays a key role in sales training and provides boots-on-the-ground support at trade shows to strengthen our in-booth execution and engagement with potential clients. While each member represents a different area of the business, they function as one unified team—committed to a “tribal” approach that blends strategy, sales, and operations to build not just successful shows, but a sustainable, growth-driven trade show program. For anything trade-show related, you can now reach the full team at: [email protected] [[email protected]] Let’s support them as they elevate RLG’s presence and make each event an opportunity for growth. More to come, Ed Ackfeld VP Strategy
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Pipedrive International Move to Main Instance🗓️ Completed: 07-08-2025
The International team is in its own instance of Pipedrive. The goal of this project is to move over the entire instance (all users, pipelines, and historical data) into the main Sales instance. It is billed annually on Dec 28th at the advanced plan rate of $408 per user (with 13 licenses as of 2/18/25). https://docs.google.com/document/d/1kEhowyWGVbHE7K3nqjWh___PpzugK3GFxeNlXXzZFDw/edit?usp=sharing [https://docs.google.com/document/d/1kEhowyWGVbHE7K3nqjWh___PpzugK3GFxeNlXXzZFDw/edit?usp=sharing] There are no integrations.
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Project Request: Load Value🗓️ Completed: 05-09-2025
We need to remove the ability to save load value in any template such as Pipedrive or McLeod.
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pipedrive unassigned / reassigned orgs🗓️ Completed: 04-04-2025
each week we need to run a process that compares mcleod customer - salesperson to the pipedrive organization - owner and update the differences in pipedrive.
View Task - 🗓️ Completed: 01-16-2025
⏳ Incomplete (0)
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Christina Trowbridge
4 projects ▼
✅ Completed (4)
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PTO Cash Out Gravity Form🗓️ Completed: 11-26-2025
Revision to process from completed card: app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/c2bf080db67c4ec19429c3e731859969 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/c2bf080db67c4ec19429c3e731859969] Due to issues with Proofpoint Isolation in the Fluent Form process, need to use Gravity to recreate. Bre is writing instructions for the dev updates.
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Wiki Request: Update PTO Cash Out Form🗓️ Completed: 11-18-2025
Update the current PTO cash out form so that it is more user friendly and relevant. Complete with electronic signature and employee initials format and a "Click to Submit" button which will automatically be sent to [email protected] [[email protected]]. Remove the Payroll use only box Also need to update the Wiki home page with the following specs - Abby would like the current orange, Open Enrollment banner to be split in two. 1 side with the current message, the other side that says "PTO Cash Out Form - Click Here!" with both Click Here! underlined. Text would be smaller and separated by a line down the middle.
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UIPath: ABCO Payroll Posting🗓️ Completed: 03-20-2025
UiPath automation that verifies the presence of tickets for posting. If none are found, the process ends. If tickets are available, it executes the posting process and saves the results to a file.
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Oracle | Payroll Position/Assignment History Report🗓️ Completed: 03-19-2025
Changes in Position/Assignment report weekly.
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⏳ Incomplete (0)
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Joe Weaver
4 projects ▼
✅ Completed (4)
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- 🗓️ Completed: 11-17-2025
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Fluent Forms data for USA Customs Clearance (SPM-31667)🗓️ Completed: 11-03-2025
I need information contained on fluent forms in USA Customs Clearance. Specifically, three months worth of purchases (6/25/25 to 9/25/25) with customer name and contact information. Specifics are laid out in a request form here. https://docs.google.com/document/d/1fEtNvUn9uSFbUzLG0u03p6DVxI5jR0A4th8c_BCEDuk/edit?tab=t.0 [https://docs.google.com/document/d/1fEtNvUn9uSFbUzLG0u03p6DVxI5jR0A4th8c_BCEDuk/edit?tab=t.0]
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Need supporting images for a new blog article SPM-21127🗓️ Completed: 08-20-2025
I need supporting images for a new blog article, one infographic (noted in the document) and one hero image for an entry going on Fulfillment and Distribution. The document for the article can be found here https://docs.google.com/document/d/1bHQKa3_Ic1QfTZ_yCHNTEYDj-Z8po9ep6FLkRX4XnaM/edit?tab=t.0 [https://docs.google.com/document/d/1bHQKa3_Ic1QfTZ_yCHNTEYDj-Z8po9ep6FLkRX4XnaM/edit?tab=t.0]
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Hero Image and Infographic (SPM-20407)🗓️ Completed: 08-15-2025
I need a hero image and an infographic for a new article being posted to usacustomsclearance.com [http://usacustomsclearance.com/]. The document can be found here https://docs.google.com/document/d/1YO2cZjChhhZsSyAP069EdKeW7j1GvJgletvuXk5v9iI/edit?tab=t.0 [https://docs.google.com/document/d/1YO2cZjChhhZsSyAP069EdKeW7j1GvJgletvuXk5v9iI/edit?tab=t.0] with the infographic request called out.
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⏳ Incomplete (0)
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Kayla Johnson
4 projects ▼
✅ Completed (1)
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Searching CargoWise Shipments🗓️ Completed: 10-15-2025
1. For the Search issues we have asked the team for current examples and will reply here with those once a few are received. 1. For the dollar amount and margin calculations issue, please see attached video recording of a live example. Please see below key times in video of errors and what we need to do to resolve. This is definitely confusing for multiple departments trying to enter the OCF correctly or update one and be able to confirm it is right. * At 00:54 Updated Carrier/Vendor Pay amount and did not recalculate margin fields in bottom right hand screen * At 02:21 retyped existing Customer Change Amount as a test to see if it would recalculate. It does recalculate the margin fields * At 03:10 typed in the new correct amount for Customer Change Amount and it does not recalculate the margin fields * At 03:57 added 1 penny and it recalculates the margin fields * At 04:29 Updated back to correct amount and it recalculates the margin fieldsChristina Wood's meeting-20251007 1956-1.mp4 5.07 MB [https://api.blue.cc/uploads/cmgjpjqxm01jw1ep6872x18zs/Christina_Wood_s_meeting-20251007_1956-1.mp4?content-disposition=attachment]
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⏳ Incomplete (3)
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AFCI/CHB WRK Status Report🗓️ Due: Not Set
Billing currently goes into Job Management in Wisecloud (Cargowise) under AFCI/CHB in order to pull a list of shipments that are in WRK status. We manually pull this list of loads and received a request to add a column for the ETA date for every shipment. Do we have a report like that? Attaching on what our report looks like before we edit it. This will have to be a custom report. Will need SQL updated to include the ETA. AFCI - Aged Items in WRK Status for Review - 09222025.eml 225.29 KB [https://api.blue.cc/uploads/cmgjosja601jf1ep637ux45nj/AFCI_-_Aged_Items_in_WRK_Status_for_Review_-_09222025.eml?content-disposition=attachment]AFCI WRK Status Reporting NEW.docx 193.44 KB [https://api.blue.cc/uploads/cmgjosj9w01ix1epj0lmm65lr/AFCI_WRK_Status_Reporting_NEW.docx?content-disposition=attachment]
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AFCI/CHB WRK Status Report (SPM-22816)🗓️ Due: Not Set
Billing currently goes into Job Management in Wisecloud (Cargowise) under AFCI/CHB in order to pull a list of shipments that are in WRK status. We manually pull this list of loads and received a request to add a column for the ETA date for every shipment. Do we have a report like that? Attaching on what our report looks like before we edit it. See Front ticket for more info.
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Request: McLeod-PTLS - Rapid Alert - SSQ🗓️ Due: Not Set
Request to have a rapid alert created and sent to [email protected] [[email protected]] when charges have been changed after the approval of the Signed Spot Quote. Bre: The rapid alert settings won't let us pair other charges with orders, so we have this request open as a project request for Flowlogix.
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Penny McGowan
4 projects ▼
✅ Completed (4)
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Wiki Request: Business Card Order Form🗓️ Completed: 11-14-2025
Wiki Request for a feature to be added back...for our Business Card Order Form, we need the fillable form to be available on the Wiki. We do not want the employee to have to download the form, complete it, save it, upload it & then submit it. It should be a simple process of opening the form under Employee Services, Business Card Order Form, filling in the required fields & click Submit (sending it directly to the [email protected] [[email protected]] inbox. BTW this is the way it was & the form was removed & the process changed without my knowledge or being consulted.
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Adhoc Report | Oracle Procurement🗓️ Completed: 02-14-2025
SR# 727220 Creating a report to track manager spend by location involves organizing purchase order data by manager, location and other parameters, allowing for detailed analysis of spending patterns. This helps identify trends, optimize budgets, and ensure accountability in purchasing decisions.
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Approval Matrix Changes | 11.08.24🗓️ Completed: 01-29-2025
SR# 729180 This request is to update the existing approval flow setup for purchase order documents and establishing a new location (PTLS PHX) to support our expanding business needs. This change aims to maintain accurate reflection of recent organizational changes by removing outdated approvers and incorporating new ones.
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Approval Matrix Changes | Organizational Changes 11.26.2024🗓️ Completed: 01-28-2025
SR# 731368 This request is to revise the list of approvers and adjusts approval amount thresholds within the Purchase Order approval process to enhance efficiency and alignment with updated organizational policies. This ensures the correct individuals review and authorize purchases based on financial limits.
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⏳ Incomplete (0)
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Aida Bonilla
4 projects ▼
✅ Completed (3)
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Regional Sales Director LinkedIn post (SPM-32860)🗓️ Completed: 10-03-2025
Requestor: Aida, HR & Recruitment Request: I'd like to request a LinkedIn post (graphic and copy) be created and shared via our Company page in efforts to advertise for our Regional Sales Director opportunity as to it is an urgent need and of request by Leah D. Here is the link to the posting: https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909 [https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909] 1. Objective: Relevant Candidate Applications Content that attracts candidates with 8+ years experience in Logistics and Sales. 2. Audience: Jobseekers Corporate Roles > Middle to Late Career 3. Desired outcome/CTA: Direct Hire Applications, LinkedIn post interaction 4. Context: 5. Channels: LinkedIn, Indeed, 6. Constraints: Time 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 2Oct2025 Approved: 2Oct2025 Deadline: 3Oct2025 at EOD 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton]
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(First Fitting) Company Indeed and LinkedIn Life pages updated (SPM-27766)🗓️ Completed: 09-17-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective: Lead, Education, Event, Recruitment Content that attracts candidates for early 2026. College grads trying to pick out where they want to work. Updated content for job seekers. 2. Audience: Jobseekers Corporate Roles > Early Career > College Grads > Hebron, KY and Core4 (Ocala Ft Meyers, Phoenix, Cincinnati) 3. Desired outcome/CTA: Finding new candidates with a focus on the Core Four. Be so overwhelmed with candidates. Launch your career with us. Participation in Handshake events, Sign ups for Training Programs, Direct Hire Applications, LinkedIn post interaction 4. Context: - Lower carbon foot print, mostly IT tech roles, benefits, vacation rentals, course or certificate we do have an opportunity to cover cost of course/certified per employee, BizLibrary (educational opportunities, personal development), LDP Program (once per year. 6-8 months long, Rob, Brice, Vince, and direct manager), fear/frustration on getting out of college and no experience (trainee program - ideal for college grads. Cap at 20, we got 16 and 11), employees at food trucks, Handshake (for college students) Aida will send me the dates, Career Fairs (Aida will send me the dates), - Indeed - photos, videos of team members - LinkedIn - Polls, football, theme days, - Update "About Us" for both pages - we will craft and create (get one of the writers to write it) 5. Channels: LinkedIn, Handshake, Indeed, Instagram, - LinkedIn - https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true [https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true] - Indeed - https://www.indeed.com/cmp/R+l-Global-Logistics/about [https://www.indeed.com/cmp/R+l-Global-Logistics/about] 6. Constraints: - Indeed (RB needs log in) - LinkedIn (Aida will send header graphic in Canva) - Abby needs to approve every post, so I may not be able to repost - Aida's team can be reposted, given the content - Training class budget 2026 being discussed now until Nov. - Brand Guidelines & Equal Opportunity 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 15 Sep 2025 Approved: Deadline: She's flexible, but ASAP - Indeed - once a month - LinkedIn - once or twice a month 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials - Canva Assets - Slide Deck for Handshake events
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(Start) Company Indeed and LinkedIn Life pages update🗓️ Completed: 09-17-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective (pick one): Lead, Pipeline acceleration, Education, Event, Retention, Conversion repair, Partner recruitment 2. Audience: segment, vertical, buyer role, geography 3. Desired outcome/CTA: book call, register, download, request quote, etc. 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: web, email, paid, field, etc. 6. Constraints: budget, timing, approvals, compliance 7. Success metric: volume + quality target, due date 8. Owner (Sales), Collaborators, Approver(s) 9. Dates: Requested, Approved, Deadline. 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials
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⏳ Incomplete (1)
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Company Indeed and LinkedIn Life pages updated (SPM-27766)🗓️ Due: 10-02-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective: Lead, Education, Event, Recruitment Content that attracts candidates for early 2026. College grads trying to pick out where they want to work. Updated content for job seekers. 2. Audience: Jobseekers Corporate Roles > Early Career > College Grads > Hebron, KY and Core4 (Ocala Ft Meyers, Phoenix, Cincinnati) 3. Desired outcome/CTA: Finding new candidates with a focus on the Core Four. Be so overwhelmed with candidates. Launch your career with us. Participation in Handshake events, Sign ups for Training Programs, Direct Hire Applications, LinkedIn post interaction 4. Context: - Lower carbon foot print, mostly IT tech roles, benefits, vacation rentals, course or certificate we do have an opportunity to cover cost of course/certified per employee, BizLibrary (educational opportunities, personal development), LDP Program (once per year. 6-8 months long, Rob, Brice, Vince, and direct manager), fear/frustration on getting out of college and no experience (trainee program - ideal for college grads. Cap at 20, we got 16 and 11), employees at food trucks, Handshake (for college students) Aida will send me the dates, Career Fairs (Aida will send me the dates), - Indeed - photos, videos of team members - LinkedIn - Polls, football, theme days, - Update "About Us" for both pages - we will craft and create (get one of the writers to write it) 5. Channels: LinkedIn, Handshake, Indeed, Instagram, - LinkedIn - https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true [https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true] - Indeed - https://www.indeed.com/cmp/R+l-Global-Logistics/about [https://www.indeed.com/cmp/R+l-Global-Logistics/about] 6. Constraints: - Indeed (RB needs log in) - LinkedIn (Aida will send header graphic in Canva) - Abby needs to approve every post, so I may not be able to repost - Aida's team can be reposted, given the content - Training class budget 2026 being discussed now until Nov. - Brand Guidelines & Equal Opportunity 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 15 Sep 2025 Approved: Deadline: She's flexible, but ASAP - Indeed - once a month - LinkedIn - once or twice a month 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials - Canva Assets - Slide Deck for Handshake events Lives: Indeed LinkedIn Spotlight and Posts.xlsx [https://gorlc.sharepoint.com/:x:/s/TailorShop/EUSrd0r3EVNDrgFRI2G9Ld0BTwe0NlfUP5vblc9rRaxbjw?e=o0cSbc]
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Leah Despain
4 projects ▼
✅ Completed (3)
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PowerBi: Logistics Coverage Analytics 2020-2024🗓️ Completed: 11-03-2025
Analysis of Final Mile, Expedited, and Tradeshow Logistics Performance (2020-2024) - Focus on load coverage, conversion rates, and carrier reliance metrics across different operational teams.
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Flowlogix: Brokerage Queue for LTL🗓️ Completed: 08-22-2025
BSWF - Add more Workflow Type Options for Less Than and More Than Update BSWF Flowlogix based on two new options Custom Rules for Revenue Code - Fallback queue if rule not met (General Queue)
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PipeDrive: Special Services Revenue Code Determination🗓️ Completed: 08-06-2025
Final Mile (Special Services) Rules The following criteria in a load should trigger a FM*** revenue code order (rev code subject to change to special services – Justin leading). Meeting at least two of these should trigger the rev code. This will address sprinters and straight trucks falling in the V*** rev code. 1. 12 standard pallets (48x48x48) or fewer 2. 9,500lbs or under 3. Equipment: 1. CV (cargo van) 2. SPR (sprinter van) 3. SB (straight box truck) 4. STR (straight truck) ** we would like to make dimensions a required field (can we also do this for Tradeshow revenue codes?) Expedite The following criteria in a load should trigger a E*** revenue code. 1. Picks up in less than 5 business hours from when order is entered 2. Time should be measured between order entry and scheduled late arrival at shipper 3. Business hours include order entered at 1600 with next day pickup of 0800 4. Anything picking up within 5 business hours of the same day 5. Requires a team and is time sensitive (driver doesn’t rest) 6. Can include any trailer type (mode of transport) ** we would like to make dimensions a required field LTL The follow criteria would be for L*** revenue codes ** we would like to make dimensions a required field ***we would like to make freight class and service level a required field
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⏳ Incomplete (1)
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Project: MercuryGate to McLeod - Brokerage Project🗓️ Due: 03-18-2025
The purpose of the project is for RLG to expand its use of Mercury Gate for all LTL shipments in addition to our current MercuryGate customer Hempz. The new process will allow designated RLG resources to put in loads into MercuryGate for our customers who are using SMC3 carrier rating. MercuryGate will work like a brokerage portal to gather quotes from carriers who already have contracts with the customer.
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Robin Brigmond
4 projects ▼
✅ Completed (4)
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Open Enrollment QR Code (SPM-40324)🗓️ Completed: 10-30-2025
need a qr code for sign ups for Open Enrollment we are going to put on the flyers
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Open Enrollment Flyer (SPM-40052)🗓️ Completed: 10-30-2025
Robin asking for Open Enrollment flyer asap. Has a memo started with some dates of virtual meetings and in person meetings.
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RLG Benefits Guide Cover Design (SPM-37181)🗓️ Completed: 10-27-2025
Robin Brigmond is requesting that marketing design a cover for the new RLG Benefits Guide. Photo(s) should include RLG employees (photos from Global Huddle) and she likes the photo of this truck. [https://api.blue.cc/uploads/cmgv78lgr04ag1etd47xm8f3k/8485325a-1cc9-4603-8507-296bb84996e1.PNG.png]8485325a-1cc9-4603-8507-296bb84996e1.PNG 309.51 KB [https://api.blue.cc/uploads/cmgv78lgr04ag1etd47xm8f3k/8485325a-1cc9-4603-8507-296bb84996e1.PNG.png?content-disposition=attachment]
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Vaccinations Flyer (SPM-37955)🗓️ Completed: 10-23-2025
Robin Brigmond would like the marketing team to pretty up and RLG-ize a flyer for a vaccine clinic onsite Friday, November 7th from 8am-12pm. She would like posters created and hung up at the building. Deadline of Monday, Oct. 27th. Below is the flyer she received that she wants to look more RLG. Flyer OLD.pdf 680.98 KB [https://api.blue.cc/uploads/cmh0lkkjx00ci1eraddhcbpi9/Flyer_OLD.pdf?content-disposition=attachment]
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Traci Nash
4 projects ▼
✅ Completed (3)
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Mexico PPTX refresh: customer specifics🗓️ Completed: 10-21-2025
1. Objective (one sentence) What must this achieve? 1. More professional presentation and provide a sense of ease. Transfer gets lost. 2. Who is the Audience? 1. Sales customers 3. How will this be utilized and implemented? Distribution and format 1. Sales presentation to customers 4. How often will this be shared? 1. Slight changes but very clean stating our capabilities walking through the flow. 5. Do you have a plan for reporting success of this new material? 1. Utilize in a customer presentation to win the business 6. Urgency? 1. Monday for both Customer want to close and be done my Oct 1st. 2 customer opportunities 1st opportunity is 30 ib and 30 ob ftl. Lindsey created some based on her customer specific. Traci would like to add a flow reversed showing Mexico back to the US. 2nd opportunity is LTL – looking at XCF carrier partner. Pulled their map and wants to add that in Can we make a pptx pretty if she provides the generic information? Copy of Flow Chart OB Mexico to US - TNASH.xlsx 12.25 KB [https://api.blue.cc/uploads/cmekc85f200ku1ose6dxr24mv/Copy_of_Flow_Chart_OB_Mexico_to_US_-_TNASH.xlsx?content-disposition=attachment]
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Glovis route optimization🗓️ Completed: 08-05-2025
Glovis wants us to bid on another set of lanes for hyundai/kia. I'll need to perform the same sort of route optimization as before so we can do those bids intelligently.
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Glovis routes🗓️ Completed: 04-24-2025
glovis handles hyundai and kia, they sent us a list of historical delivery data from 2 distribution centers in CA to a bunch of dealerships throughout CA, NV, AZ, and UT. I need to attempt to do some route optimization.Appendix2_MW1MW2 DDS Bid Template_Release.xlsx 73.13 KB [https://api.blue.cc/uploads/cm9sh6gjj00d81xtldfzlgn4g/Appendix2_MW1MW2%20DDS%20Bid%20Template_Release.xlsx?content-disposition=attachment]Appendix4_MW1&MW2 DDS Volumes_Release.xlsb 17.83 MB [https://api.blue.cc/uploads/cm9sh6gjk00d91xtlc2kr9eve/Appendix4_MW1%26MW2%20DDS%20Volumes_Release.xlsb?content-disposition=attachment]
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Project Request: PETCO - Macropoint🗓️ Due: Not Set
Part 1 - Set up Macropoint for McLeod using PETCO’s account Part 2 - Macropoint is a tracking tool similar to Trucker Tools. Other customers have expressed interested in us using Macropoint, but we would be utilizing PETCO’s account for this request, so would likely need a separate account for any other customers; investigate this. Also determine exactly what is included with Macrpoint usage for PETCO and how that functionality works within McLeod. Requested: Q3 2024
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Stacy Mullady
4 projects ▼
✅ Completed (2)
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Update PowerBI Report to add Org Column (SPM-25252)🗓️ Completed: 10-15-2025
Update report linked below to include the ORG > AP > Account Group for the Organization as a column. Provide a multiselect filter to allow filtering by Account Group https://app.powerbi.com/groups/me/reports/a76e6400-cdb1-4660-82e4-eb1bc7afb60d/ReportSection?ctid=7a02538e-ea92-473e-83b1-c7e74c77e0c2&experience=power-bi [https://urldefense.com/v3/__https://app.powerbi.com/groups/me/reports/a76e6400-cdb1-4660-82e4-eb1bc7afb60d/ReportSection?ctid=7a02538e-ea92-473e-83b1-c7e74c77e0c2&experience=power-bi__;!!PI54_M0q6VU!vRx8J-VTnDpxtKe78q4Pb_jEjztcUQP1FSTRaQwXfXUrkUsa5GHVIMNqd9q73a4xExjZovT-5z8ZrfuroEwjfIRyq-k3$] Adding in this column would assist Stacy and her team with the ability to accurately filter this report for a list of NON-TSA Vendors with a last paid date more than 2 years so her team can ensure these orgs are deactivated and Cargowise is kept up to date. Org Status needs to be Active - report is currently showing inactive orgs
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Project Request: Highway - McLeod Updates🗓️ Completed: 05-28-2025
We want McLeod to be updated with high risk identity alerts in Highway. Currently we have to proactively go to carrier profiles in Highway to check for Identity alerts for double brokering, fraud, etc. Then manually go to McLeod and deactivate the carrier. Adding a UI Path that will automatically shut down high risk carriers with Identity Alerts will mitigate the risk of theft, claims, double brokering, and fraud.
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⏳ Incomplete (2)
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Lock Carrier Contact Field in McLeod🗓️ Due: Not Set
Stacy is asking to make the highlighted field (Carrier Contact) locked. They want to make it like the rate cons - to where the sales teams can only update the contact with a McLeod verified contact. See ticket for screenshot.
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Automating the current recode process (SPM-32681)🗓️ Due: Not Set
We would like an automated form in WIKI that will allow the sales reps to submit for a recode approval.
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Linda Dick
4 projects ▼
✅ Completed (4)
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PowerBI: Shipments Data🗓️ Completed: 08-06-2025
Linda requested a Power BI report that lists the AFC shipment count by customer (both B files and S files)
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Customs Bond Refunds - Follow Up🗓️ Completed: 02-21-2025
The Customs team wants to send out a secondary notice for the bond cancellation people, and they want to include an option for people to fill out a form to continue importing with us and get a new customs bond, and another form for people to officially request their refund.
View Task - 🗓️ Completed: 02-13-2025
- 🗓️ Completed: 12-11-2024
⏳ Incomplete (0)
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Steven Schwenkler
4 projects ▼
✅ Completed (4)
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Request: New Report Request🗓️ Completed: 08-05-2025
The project aims to eliminate the use of Excel for long-term forecasting models in Power BI by developing an in-house Python solution that integrates with Power BI. The focus is on analyzing revenue branches through shipments, average revenue, and average margin, using linear regression to forecast shipments and rates. The model will factor in current headcount, potential attrition, hiring, and seasonality. Data will be sourced from the Data Lake, with Python scripts executed to compile reports in Power BI. Additionally, forecasts will be compared to operational targets, budget, and actuals, with actuals overriding forecast outputs when available.
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Sales Dashboard🗓️ Completed: 06-06-2025
Integration of the "Sales Accountability" dashboard with the current in-production "Sales Dashboard". The goal is to integrate the two dashboards and then host training sessions for the Sales Managers through Biz Library by Nathan
View Task - 🗓️ Completed: 05-21-2025
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improved lane identification🗓️ Completed: 03-28-2025
identify lanes using clustering approach based on lat/lng instead of city state or zip. Find top lanes this way and compare.
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Rachel
3 projects ▼
✅ Completed (2)
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⏳ Incomplete (1)
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Happy Holidays Graphic🗓️ Due: 12-16-2025
Happy Holidays graphic: 1. RLG LinkedIn 2. Rob Bowman LinkedIn 3. RLG Facebook page
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Marisa Rathel
3 projects ▼
✅ Completed (3)
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End of Year Holiday Party (SPM-34330)🗓️ Completed: 11-24-2025
Requestor: Joey, Marisa Request: Hello! I have a marketing campaign request for our end of year holiday party. The event will be on 12/09. We are requesting save the dates, flyers with event details, RSVPs will be required. I would like communication to begin by next Monday, 10/13. We'd like to first start with a save the date to get communication started. This is our end of year party in December. Crandall said he would assign a PM. About the Event: 9 December 2025@ 5-9p | 6-10p Theme: Winter Wonderland (Enchanted Experience 300+ People) Three-Hour Private Plaza Access * Enchanting Holiday Lights and Decorations * Included Bar and Catering Activations * Photos with Santa * Interact with the Grinch * Appearances from Princesses Family Friendly Food & Drinks QR code to RSVP Suggested Attire - Polished but Comfortable. Free parking Celebrating: * 2025 wins and hard work * Being Together * Looking forward to 2026 Awards? VIP list? Account / Client Outreach? RACI Chart [https://docs.google.com/spreadsheets/d/1BfPOb3mYML4GLXGiyHpLGRXkPJ1egiHH7BLWSfjv-tQ/edit?usp=sharing] 1. Objective (pick one): Event Registration and Awareness 2. Audience: Employees from All 14 branches of R+L Global, ABCO office staff (not drivers), RLC OCF office. 3. Desired outcome/CTA: Viewers will see promotional material and RSVP to attend the event with their plus one and children. Jotform 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: RLGTV, email, Webex, P: Drive for Joey to Play 6. Constraints: This will be a rapid production to allow time for approval from requestors and leadership, and running 4 weeks prior to the event. Marketing resources are authorized to work on project and publishing will be through internal communication channels. Venue Staff needs the number of guests to cater food and drinks 2 weeks prior to event. Avoid faith/tradition specific themes, avoiding red and green. Alcohol can be referenced, but not the focus. Videos should be about 30sec in length to fit between content on RLGTV. 7. Success metric: 300 attendees RSVP'd by end 2nd week of promotion. 8. Owner: Marisa, Joey. Collaborators: Venue Staff 9. Dates: Requested: 7Oct2025 Approved: 8Oct2025 Deadline: 13Oct2025 Save the Date (8 weeks prior to Event) 11Nov2025 (4 weeks prior to Event) 24Nov2025 RSVPs collected and turned in to Venue Staff (2 weeks prior to Event) 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials 2024 Event [https://worldequestriancenter.com/news/winter-wonderland-lights-up-world-equestrian-center-ocala-starting-november-29-2/]WEC_WinterWonderland2025_Buyout_r1.pdf 8.04 MB [https://api.blue.cc/uploads/cmgjs7l8a01kv1ep68i2rdtyl/WEC_WinterWonderland2025_Buyout_r1.pdf?content-disposition=attachment] Save the Date Announcement: – holiday party at WEC on this date. More info coming soon. Time EST? Send out on Monday, October 13th. Visual Style: clinking glasses, confetti, blue and white, blue lights against white backdrop, white birch trees, not too holiday themes (stay away from red and green). Review last years promotional poster. Themes: Winter, Historic, Togetherness, Looking forward, Celebration, Festive Cartoonish, Hint of Silliness. Signup Page: Since people from other branches are responsible for transportation and lodging, we should mention discounted hotel rooms at WEC. Rental cars on the Wiki. Provide links?
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Employee Appreciation Graphic🗓️ Completed: 09-04-2025
Please give us a description of your request I'd like to request a graphic for the upcoming Employee Appreciation Week for OCF
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July 4th Flyer🗓️ Completed: 06-30-2025
HR is requesting a graphic to print for OCF for July 3rd. Marissa made a template on Canva of all the details. The event is for OCF only.
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Kathryn Pecoraro
3 projects ▼
✅ Completed (0)
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⏳ Incomplete (3)
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Flowlogix order hold (SPM-44951)🗓️ Due: Not Set
2109242 in Mcleod placed on Hold after billing occurred. Same issue for 2113292 and 2113927. Dylan mentioned how he could add a check to the flowlogix process that puts delivered orders on AE hold that will check if a bill had been posted. All 3 of these orders had the flowlogix process run <5 minutes after the bill was posted.
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Issue Tracker: ABCO OCFs (SPM-27942)🗓️ Due: Not Set
For ABCO OCFs only - can we have the options for Carrier (AP) and Both Customer and Carrier removed? ABCO corrections will always be just Customer. This section is under OCF Details Change Request the Carrier or Customer Adjustment drop down.
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OCF Request to Remove Records (SPM-19268)🗓️ Due: Not Set
Brenda: Requesting approval to delete older records, Issue Tracker has 10,000+ orders dating from 2021+ - removing records from 2023-2021 would fix the issue where the filters are not loading the order numbers
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Steve
3 projects ▼
✅ Completed (1)
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Create an Editorial Policy Page🗓️ Completed: 11-17-2025
Link from the About Page "Check out our Editorial Page" - information about our writing policies.
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⏳ Incomplete (2)
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Ocala Global🗓️ Due: Not Set
Ocala Global microsite notes: docs.google.com/document/d/1nJEvFZ5d_upzkKI0JKA_8BZUfx04K5n1HObWX6pcZ0c/edit?usp=sharing [https://docs.google.com/document/d/1nJEvFZ5d_upzkKI0JKA_8BZUfx04K5n1HObWX6pcZ0c/edit?usp=sharing] Possible Site Nave: * Why Choose Marion County? * Economic * Opportunities * CEP * Resources * Real Estate * Schools / Daycare * Consulting * Logistics / Supply Chain * Local Laws and Considerations * Events * Leisure / Things To Do * Banking * Local Government * About * Blog * Contact
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Rachel Burden
3 projects ▼
✅ Completed (3)
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USA Customs Clearance Facebook Photos🗓️ Completed: 11-14-2025
Need: USA Customs Clearance Facebook profile picture and banner. Profile picture - 320x320 Banner - 820x360
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Wiki Winter Wonderland Holiday Party RSVP (SPM-39768)🗓️ Completed: 11-05-2025
I need a form created on the Wiki for the Winter Wonderland holiday party RSVP. - Full name - Email address - Company Location & Department - How many will be attending? (Employee and a plus 1 + children in the household) I will need the link to create a QR code for the flyer. Please complete by Thursday, 10/30
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Create Custom Background - Freight Insurance Coverage🗓️ Completed: 10-27-2025
Create Custom Background for Freight Insurance Coverage YouTube page. Much like the one Cyndi created for USA Customs. freightinsurancecoverage.com [http://www.freightinsurancecoverage.com] [https://api.blue.cc/uploads/cmh0wkmjx009s1eu55q6yezen/IMG_9695.jpg]IMG_9695.jpg 1.39 MB [https://api.blue.cc/uploads/cmh0wkmjx009s1eu55q6yezen/IMG_9695.jpg?content-disposition=attachment]
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Saswati Talukdar
3 projects ▼
✅ Completed (3)
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Purchase Settlement Automation - Stored Procedure🗓️ Completed: 11-03-2025
Saswati requested a developer from the Database team to create a new stored procedure for retrieving delivered orders with revenue code V from McLeod database. This is similar to the stored procedure that Roberto created for Navix, and Andrew had since made small modifications to.
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Review Special Accounts Billing Process🗓️ Completed: 02-05-2025
The recording for the Special Accounts Billing needs review for SOP creation.
View Task - 🗓️ Completed: 01-17-2025
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Jagadeesh Reddy
3 projects ▼
✅ Completed (2)
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Microsoft Auth App Split (SPM-37198)🗓️ Completed: 10-30-2025
Need to split the Microsoft authentication app split into two different app In order have to different groups of authentication. I need help of a developer to do that. Currently the Blue side bar and Blue dashboard which is using the same Microsoft Auth login page. But both have different functionality and need to have different permission groups in order to restrict the users to login. Dom worked with me in the initial setup and Dylan can help me on this.
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Azure Maintenance (SPM-25818)🗓️ Completed: 10-01-2025
You’re receiving this notification because you are associated with one or more Azure subscriptions that used Basic SKU public IP addresses within the last 30 days. On 30 September 2025, Basic SKU public IP addresses will be retired in Azure. You can continue to use your existing Basic SKU public IP addresses until then, however, you'll no longer be able to create new ones after 31 March 2025. Standard SKU public IP addresses offer significant improvements [https://urldefense.com/v3/__https:/docs.microsoft.com/azure/virtual-network/ip-services/public-ip-addresses*sku__;Iw!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXjeVzefK$], including: * Access to a variety of other Azure products, including Standard Load Balancer, Azure Firewall, and NAT Gateway. * Security by default—closed to inbound flows unless allowed by a network security group. * Zone-redundant and zonal front ends for inbound and outbound traffic. If you have any Basic SKU public IP addresses deployed in Azure Cloud Services (extended support), those deployments will not be affected by this retirement and you don't need to take any action for them. Required action To avoid any potential service disruptions, review pricing [https://urldefense.com/v3/__https:/azure.microsoft.com/pricing/details/ip-addresses/__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvm2DI9d$] and then upgrade [https://urldefense.com/v3/__https:/learn.microsoft.com/azure/virtual-network/ip-services/public-ip-basic-upgrade-guidance__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvzHjFcw$] to Standard SKU public IP addresses by 30 September 2025.
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Power BI Dataset Cleanup🗓️ Due: 08-01-2025
Power BI currently has over 132 Datasets and a lot of them have one or less reports tied to them. The target is to reduce dataset duplicates/redundancy.pbi_dataset_cleanup.xlsx 18.6 KB [https://api.blue.cc/uploads/cm7xf5dvn004a3ew3dv4u3d2w/pbi_dataset_cleanup.xlsx?content-disposition=attachment]
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Kieffer Pearce
3 projects ▼
✅ Completed (3)
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Survey: Fidelity Onsite Visit Survey🗓️ Completed: 05-08-2025
We use rlgloballogistics.com [http://rlgloballogistics.com] to build out surveys and send them to the business. We need a new survey and a page built on that site for the Fidelity Onsite Visit. Use rlgloballogistics.com/pipedrive-survey [https://rlgloballogistics.com/pipedrive-survey/] an a baseline for design and questions are attachedFidelity Onsite Visit Feedback Survey.docx 16.42 KB [https://api.blue.cc/uploads/cmafbrtaw00ei1zumd99l7kry/Fidelity%20Onsite%20Visit%20Feedback%20Survey.docx?content-disposition=attachment]
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WIKI: Revamp PipeDrive Announcements for PipeDrive and Sales Job Aides🗓️ Completed: 02-28-2025
Expand Post type for PipeDrive to Include Job Aids Add a Category filter feature to the Post Archive
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Brainshark | Move to Biz Library🗓️ Completed: 01-10-2025
Tracking specific course/presentation names in excel sheet Google Sheet Tracking: docs.google.com/spreadsheets/d/1mtJhq3XnDGlXbVw3X1cF3Qa1JJBqkqw-pAqriLmLzVU/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1mtJhq3XnDGlXbVw3X1cF3Qa1JJBqkqw-pAqriLmLzVU/edit?usp=sharing]
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John Peterson
3 projects ▼
✅ Completed (2)
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Wordpress Post Like/Dislike Option🗓️ Completed: 03-25-2025
Build a solution to allow users to like and dislike blog posts and provide a survey when the user dislikes a post.
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Implementing Classes🗓️ Completed: 02-10-2025
Adding classes to phone number links on the Transload and Fulfillment & Distribution microsites.
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Customs IOR Page with Fluent Form / Sales Funnel🗓️ Due: 03-15-2025
Create Fluent Form in Customs with features that will facilitate a time-sensitive order bump or upsell for an Importer of Record bundle. This is the Registration Form for IOR and will include the ability for the customer to save & continue or resume submitting the form. Outline for reference: docs.google.com/document/d/1GrstCI4ji2q6yX-wVYEWuUgbLkatEErlJvRVZJVShfk/edit?tab=t.0#heading=h.5uszr63i2dhw [https://docs.google.com/document/d/1GrstCI4ji2q6yX-wVYEWuUgbLkatEErlJvRVZJVShfk/edit?tab=t.0#heading=h.5uszr63i2dhw]
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Joseph Muffoletto
2 projects ▼
✅ Completed (1)
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Front: Sales Pod OCA / MCO Pod Additions🗓️ Completed: 11-25-2025
In Front I need a shared email set up for OCA POD 3 for Jonica Motgomery, Lea Harris, and Sabrina Appling I need a Front inbox to be set up for the pod here at MCO. It'll be Joshua Meyers, Ryan Wagner, and Bryanna McDonald
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Start Wizard: Predictive Pricing Model - Enhancements🗓️ Due: Not Set
What is missing: Lane Trend graph - Very important Milage - Called Trip in DAT Estimated cost doesn't show a high and low, only the mid/average - old version had low, mid and high, new version needs all these options and it doesn't look to be pulling ALL the loads historically. Error: Custom Price calculator doesn't include the original price with the margin, only the margin shows after applying price. It does work when using the "Apply Margin" area on DAT and Transfix. Wishlist: Outbound market conditions - In DAT - Outbound market conditions. Show the loads that we move - In DAT - My company reports. Follow up from Elyssa: 1. This is the lane trend graph he is referring to in DAT. I don't think this is necessary because we want them to look at the best fit rate from DAT and the transfix, and ptls cost. To me they are studying too far into the DAT cost by looking at DAT's historical trend. They need to zoom out and look at all of the options presented in Wizard. [https://rlglobal.frontapp.com/cell-00018/api/1/companies/27da995558d25da474b2/attachments/266dbd95c63c923b16a190d0a080bb2a01c1b4fb?resource_link_id=382902808914] 1. Mileage in DAT - I don't think we were showing this to them before. We would not need to recreate the visual route but perhaps add the mileage amount (655 mi.) [https://rlglobal.frontapp.com/cell-00018/api/1/companies/27da995558d25da474b2/attachments/1cede3ba85e827d888ebf1988c4485e9fbdfd64a?resource_link_id=382902808978] 1. Estimated cost- it only pulls the historical data from the past 180 days (not all loads in existence) I am not sure we would show them the high and low (more a question for Rob if he wants that) We dont want them underselling at the lower rate. [https://rlglobal.frontapp.com/cell-00018/api/1/companies/27da995558d25da474b2/attachments/5a8659275d8fb4dfb6ab2a4f02b8809212c994aa?resource_link_id=382902809042] 1. Outbound market conditions - this is the load to truck ratio (another thing to ask Rob) Show the loads that we move - don't need to do this as it would already be wrapped into the PTLS cost option metrics [https://rlglobal.frontapp.com/cell-00018/api/1/companies/27da995558d25da474b2/attachments/ff7b8f4c082aee61f7af85b07c0373feb9850d91?resource_link_id=382902809106]
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Steve/Abby/Rob
2 projects ▼Mariane Liebegott
2 projects ▼
✅ Completed (2)
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Flowlogix Billing - 5 Day Hold🗓️ Completed: 11-19-2025
Problem: Purchase orders currently move to billing as soon as they are delivered. The purchase team needs a few days to be able to review and adjust both customer charges and carrier pay items before it transfers to billing. Allowing a few days delay will cut down on the Order Correction Forms being created by the Purchase team and worked by the Billing team.
View Task - 🗓️ Completed: 11-13-2025
⏳ Incomplete (0)
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Benjamin Smith
2 projects ▼
✅ Completed (2)
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Professional Development Month Nov. (SPM-36430)🗓️ Completed: 11-06-2025
Requestor: Benjamin Smith Request: I would like to coordinate with marketing to run some information on the office tvs and maybe in the announcements channel in regards to Professional Development Month in November. The goal would be to highlight the LDP and PDP programs that are available and bring attention to a playlist of prof dev trainings in BizLibrary. 1. Objective (pick one): Improved abilities of employees 2. Audience: RLG Employees interested in self-improvement or career growth. 3. Desired outcome/CTA: Increased awareness of professional development programs leading to email requests for access to training on BizLibrary and applications to Leadership Development Program. 4. Context: RL Global has numerous training selected for professional development, and employee engagement should be emphasized in November. Needs to be running 3Nov2025. 5. Channels in play: RLGTV, Global Wiki 6. Constraints: Short timeline. Updates to the Global Wiki. Distributed 7. Success metric: 10 requests for training access and 2 applications to LDP in the month of November. 8. Approvers: HR, Responsible: Marketing 9. Dates: Requested: 15Oct2025 Approved: Deadline: 3Nov2025 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials Header Graphic: Text Change: Professional Development Month November Knowledge Challenge: 1 Month | 1 Video/wk |2 New Playlists "Drive Your Own Development" | "Professional Development" (Watch Now) Webex Announcement: November is Professional Development Month. Visit the BizLibrary for the November Knowledge Challenge: 1 Month | 1 Video/wk | 2 New Playlists lms.bizlibrary.com [https://lms.bizlibrary.com/]
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Messaging for Q3 Strategic Cargo Theft Prevention Training Sessions (SPM-20402)🗓️ Completed: 09-15-2025
I need to coordinate with marketing for some messaging about the Q3 Strategic Cargo Theft Prevention Training sessions.
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Amy Mileham
2 projects ▼Rebecca McFadden
2 projects ▼
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Oracle Report | HR Recruiting🗓️ Completed: 01-29-2025
SR# 730508 The report provides an overview of employee's educational backgrounds, highlighting the universities where they earned their degrees. This data will inform decisions on which colleges to target for the 2025 college travel plan for HR, based on the institutions with the most employee representation.
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Oracle | HCM Recruiting Dashboard | Changes to Reports🗓️ Due: 02-21-2025
Dashboard for analyzing Requisitions, Dates and Recruiter's Performance.
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Roetta Coller
2 projects ▼
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PowerBi: HR Dashboards🗓️ Completed: 11-03-2025
HR would like to revamp a series of reports, this will allow them to analyze data more accurately and efficiently. It will also provide a more efficient UI / UX design for filtering and display data. RLG Recruiting Details_Report.xlsx 17.6 KB [https://api.blue.cc/uploads/cmamj1xko002a1zvhfxfjbieb/RLG%20Recruiting%20Details_Report.xlsx?content-disposition=attachment]TA Metrics - REPORTING.xlsx 82.4 KB [https://api.blue.cc/uploads/cmamj1xl5002b1zvhh3tee5l1/TA%20Metrics%20-%20REPORTING.xlsx?content-disposition=attachment]
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Recruiting Marketing Campaign (SPM-25817)🗓️ Completed: 09-04-2025
Internal marketing campaign for recruiting 9/01-10/31. Urgent request, need to start campaign today if possible
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Chris Boyer
2 projects ▼
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Power BI: Updates to the Expedite Page (SPM-36459)🗓️ Completed: 10-29-2025
Looking to have the same visuals on the Expedited Page within the PBi customer scorecard on the Top 75 page
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PowerBI: Top 75 Accounts (SPM-28016)🗓️ Completed: 09-24-2025
I was just chatting with Nathan and you all had started building him a report ( Sales Dashboard_test) that captured calls and activities tied to an account. We would like to capture the same as separate columns in our Top 75 account page on the Customer Scorecard report. We would like to incorporate this as soon as we can for the GSD initiatives. Benson: It would be easier for us to move the Top 75 to the sales Dashboard than the other way around.
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Roetta Collier
2 projects ▼
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PowerBI: Recruiting Dashboard - Phase 1🗓️ Completed: 10-15-2025
Track recruiting metrics like # of Phone screens, # of hires, time to fill, interview to offer acceptance. Work on the data flow for the entire process
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PowerBi: HR Dashboards Updates🗓️ Completed: 07-28-2025
Please See Plan of Action URL above for adjustments to Turnover, Thrive and Exit Interview Reports Disable Old Thrive and Exit Interview reports in Final Reports Workspace Move New Thrive and Exit Interview reports to Final Reports workspace
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Gladys Savage
2 projects ▼
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ABCO Walmart - scorecard comparison report (SPM-22435)🗓️ Completed: 10-13-2025
Requesting report similar to the missing 214 shipment status, this will help my team to prioritize on the research on a real issue on working on Walmart scorecard.
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EDi Purchase carrier scorecard🗓️ Completed: 05-27-2025
Modify the existing EDI report that tells them how compliant purchase carriers are. The problem we see sometimes is that the carrier is not sending us the necessary shipment status that will deliver or close the load, causing Laura to have to manually deliver these. We need to count the carrier accountable for their part and that’s why we are doing this EDI setup to minimize manual as much as possible.
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Justin Crafts
2 projects ▼
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Latrisha Morton
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McLeod: Add Header Titled Online Billing (SPM-20479)🗓️ Due: Not Set
I’m wondering if it would be possible to add a header titled “Online Billing” for a specific search. I want to pull a list of loads that have been previously billed, so let’s say for yesterday. I would pull up order entry, check the “ready to bill” box and for the billing date put 08/13/2025 then execute. When I hit list on the order entry screen it pulls up everything that has been billed but I don’t necessarily need all these fields (I’m sure other people may), would it be possible to have “Online Billing” here ? If you are in the customer profile, Options -> Invoicing Preferences -> the biller assignment is “online billing”, so essentially I want the list I pull to include this field so I can easily sort this column on my list of loads billed.
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Project Request: Reddy Ice (UiPath)🗓️ Due: Not Set
First request - would it be possible to have UiPath go to the ratings tab and hit billing distance, auto rate, and estimated fuel? If so, can it accept the fuel that populates and remove all other fuel lines, leaving the invoice with only 1 fuel line item? Second request - could this be performed when the load has reached its estimated delivery date versus have this done when the load is in delivered status?
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Christina Wood
2 projects ▼
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Request: PTLS Settlement Archive Aged Pending Deductions (UiPath)🗓️ Due: Not Set
Settlement wants to have the pending deductions aged past 180 days that meet specific criteria be automatically placed into a void status for end of month clean up
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Request: Cargowise JRC ready to close automation (UiPath)🗓️ Due: Not Set
Settlement wants to create an automation that flips Cargowise files with a set criteria met from JRC to CLS status.
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Shannon Bissell
2 projects ▼
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- 🗓️ Completed: 01-27-2025
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Request: Auto Bill with Lumper receipt scanned🗓️ Due: Not Set
We’re trying to identify if we had a customer moved to auto-bill would the system allow us to not bill unless a lumper receipt is scanned in? Also, are we able to add any time delays or other special requirements to customize a customer being added to auto-bill?
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Matt Panke
2 projects ▼
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Sales Contest for R+L Global'd Up (SPM-23926)🗓️ Completed: 09-15-2025
Looking to have 2 documents for upcoming sales contests R+L Global'd up.
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Pipedrive - Make Dims for LTL shipments Mandatory🗓️ Completed: 07-16-2025
* Feature Request: We need to make putting in dimensions for LTL shipments mandatory even if reps are just trying to get a quote for a customer. * Feature Need: Not having dims of an LTL shipment can completely change the price of a shipment and can take something from costing $500 to potentially $1000, $5000 or even $10,000 if it is not quoted correctly. * Feature Benefit: it will help save the company alot of time and money when dealing with LTL shipments. the cost of not making this mandatory will cost RLG thousands of dollars in the long run.
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Sofia Garcia
2 projects ▼
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Request: Customer Integration to Deposco - Titan Home Products🗓️ Completed: 08-05-2025
Customer wants to sync their shipping software. Who can help with the API integrations? Customer wants to understand the need and process.
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Request: New Customer Integration🗓️ Completed: 08-01-2025
Customer would like to get one a call today 3/18 or tomorrow 3/20 if possible to discuss how our technologies will work and integrate. Still working with customer on contract and onboarding. Customer name is New Country Organics Email : [email protected] [[email protected]] [email protected] [[email protected]]
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Jennifer Wright
2 projects ▼
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New CPE Incentive Plans🗓️ Completed: 08-04-2025
Capacity Procurement Executive II - Special Services 2025.04.01 - Copy.docx 101.02 KB [https://api.blue.cc/uploads/cm99vg8u8001k1yrxej2t8p7n/Capacity%20Procurement%20Executive%20II%20-%20Special%20Services%202025.04.01%20-%20Copy.docx?content-disposition=attachment]Capacity Procurement Executive II 2025.04.01 - Copy.docx 96.11 KB [https://api.blue.cc/uploads/cm99vg8u9001l1yrx7kv8fh5b/Capacity%20Procurement%20Executive%20II%202025.04.01%20-%20Copy.docx?content-disposition=attachment]Director of Carrier Sales & Development 2025.01.01 - Copy.docx 94.92 KB [https://api.blue.cc/uploads/cm99vg8to001h1yrx0otz4kj7/Director%20of%20Carrier%20Sales%20%26%20Development%202025.01.01%20-%20Copy.docx?content-disposition=attachment]Operations Manager 2025.01.01 - Copy.docx 239.06 KB [https://api.blue.cc/uploads/cm99vg8vo001m1yrx3rgvfg2k/Operations%20Manager%202025.01.01%20-%20Copy.docx?content-disposition=attachment]Strategic Procurement Executive 2025.04.01 - Copy.docx 102.29 KB [https://api.blue.cc/uploads/cm99vg8tq001i1yrx88ezbwbu/Strategic%20Procurement%20Executive%202025.04.01%20-%20Copy.docx?content-disposition=attachment]SWIIFT Start Plan 2025.03.01.docx 177.07 KB [https://api.blue.cc/uploads/cm99vg8tv001j1yrx9j7har2j/SWIIFT%20Start%20Plan%202025.03.01.docx?content-disposition=attachment] Of these 6 different plans, the CPE II, SPE, and CPE II - Special Services are all basically the same in form. The Manager & Director incentives are also very similar to these 3 except they lack the "individual" contribution portion. The SWIIFT plan is the only one entirely not like the others. This goes into effect 2025 Q2 which means I have until the end of the quarter to get it working exactly as desired. The final deliverable is a powerBI report that will show the incentive payout for each employee under these plans and, to the extent that is is reasonable, the details explaining why the amount is what it is.
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Workflow: Switch out Jennifer for Collin🗓️ Completed: 04-16-2025
Switch out Jennifer Wright in Workflow Process with Collin Van Dame. Can only be done between April 14 - 18
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Ricardo Robles
2 projects ▼Marketing
2 projects ▼
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- 🗓️ Completed: 07-10-2025
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Fulfillment & Dist. Consulting - SKU🗓️ Due: 06-06-2025
Consulting Services for Fulfillment and Distribution We're launching call session and/or on-site consulting services to help businesses optimize their fulfillment, warehousing, and logistics operations. These sessions are designed to provide hands-on support, tailored recommendations, and expert insight into streamlining distribution processes.
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Morgan Robbins
2 projects ▼
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Wiki New Hire Field Enhancement🗓️ Completed: 02-20-2025
Update / remove some fields from the New Hire Form: rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107393630674 [https://rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107393630674]
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Transfix PowerBI🗓️ Completed: 02-18-2025
Create Power BI dashboard for current Transfix data pulling from START Wizard
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Jim Lacey
1 projects ▼
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Pipedrive: Change Carrier Offer🗓️ Due: Not Set
Need a change in heading on PD under Activities. Need to change Carrier Offer to Manager Webex. Not sure if you can change this but would be great and help us on reports for managers.
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Abby/Steve
1 projects ▼
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- 🗓️ Due: 12-05-2025
Tim Scavone
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RLC Conference Summary Presentation🗓️ Due: 12-06-2025
Develop a presentation on takeaways from the conference attended week of 11/17/25
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Joey Muffoletto
1 projects ▼
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End of Year Holiday Party PowerPoint - Staff Photos🗓️ Completed: 11-21-2025
Create a PowerPoint slideshow showcasing employee photos from 2025 to be played on rotation at the holiday party at WEC - Dec. 9.
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Rachel/Steve
1 projects ▼
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eBook Distribution Channel - ChatGPT Shopping🗓️ Due: 12-04-2025
From 11.20.25 SEO weekly report. - Consider another eBook distribution channel. Submit to OpenAI to be in ChatGPT shopping results. Lisa to put plan together to make this happen.
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Lynn Hintz
1 projects ▼
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VLOG SQL: CW Report changes (SPM-45401)🗓️ Due: Not Set
Queries like these should be “productionized” and put in a database. Because they were not stored in the database, we do not know they exist and we do not account for them when we make changes. Three of these tables were just removed from the 03 Prod Staging database because they not being used by anything that I was aware of. We had an urgent effort to no longer pull data from CW into the 03 Prod Staging database to reduce costs. Instead we are now pulling the data from the Data Lake. I took this opportunity to remove any tables that were not being used by any stored procedures or views. This further reduces our costs of storing data that no one is using. I like Rob’s solution to this issue: putting this query in a proc in Azure since there are many more CW tables in that database. Having a procedure in the database will give us visibility to the use of the tables.
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Joe North
1 projects ▼
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Front: NSD email updates🗓️ Completed: 11-20-2025
Tom requested access to Front boxes of Highline Warren, Ravago, Diversitech added to my list for me to view. It was discovered that Ravago and Diversitech were outlook distros instead of flowing into Front. Goal is to migrate both inboxes into the NSD inbox as well as the HW email then rework the rules for tagging and assigning.
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Luke Clements
1 projects ▼
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LRA Flowlogix Enhancement (SPM-44921)🗓️ Due: Not Set
Auto rates are not capturing and entering the multiple pages into the load for compliance approval LOAD # Reference 2113665
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Erica Rosignalo
1 projects ▼
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Tradeshow - Cowboy Christmas Graphics🗓️ Completed: 11-14-2025
Create LinkedIn graphics promoting that RLG will be at Cowboy Christmas in Vegas. 12/9-12/12. Las Vegas Convention Center, Las Vegas, NV 89109 Need booth # from Erica.
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Christina Towbridge
1 projects ▼
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Webex Message - PTO Cash Out🗓️ Completed: 11-10-2025
Webex message sent to RLG all with the flyer and the PDF PTO cash out form.
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Rachel
1 projects ▼
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Thanksgiving Social Media Graphic🗓️ Completed: 11-07-2025
LinkedIn Text: This Thanksgiving, we’re grateful for the people who keep supply chains moving. Everyone from our dedicated team members to the customers and partners who trust us to deliver.💚 Whether it’s a last-minute critical shipment or a cross-country haul, we’re proud to help keep businesses running and communities thriving. From our family at R+L Global to yours - Happy Thanksgiving! #Thanksgiving2025 #GratitudeInMotion #SupplyChainStrong #RLGlobal #WeMoveBusinessForward Facebook Text: Happy Thanksgiving from all of us at R+L Global! 🦃 Today we’re especially thankful for: ✅ Our hardworking drivers, warehouse staff, and logistics pros ✅ Our loyal customers and partners ✅ And a supply chain that keeps communities fed, stocked, and moving Wishing you and your family a warm and joyful holiday filled with good food, good company, and plenty to be thankful for. 🍁 #HappyThanksgiving #ThankfulForYou #LogisticsFamily #RLGlobal
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Leadership
1 projects ▼
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RLG Horse🗓️ Due: 12-01-2025
RLG bought a horsey! To make the process smoother and avoid visible seams, the artwork should have a random pattern — nothing that needs to be precisely aligned. Think paint splashes, an abstract style, geometric shapes, brush strokes, or a freeform artistic vibe. Color palette: Stick to our RLG brand colors — dark green, lime green, orange, and light blue. Make sure to include our logo and branding elements, along with our tagline: “We import it. We store it. We ship it.” Maybe even a QR code?? Horse images: drive.google.com/drive/folders/1M57PiBRWOUZnjrLyfRXRI2OQjxLea3Ja?usp=sharing [https://drive.google.com/drive/folders/1M57PiBRWOUZnjrLyfRXRI2OQjxLea3Ja?usp=sharing]
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Sherri Fredericks
1 projects ▼
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ABCO Data Views🗓️ Completed: 11-03-2025
Pull ABCO Data into DataLake Create SQL Views for ABCO Data * Extract relevant ABCO-related tables and fields from the Data Warehouse. * Create dedicated views that represent clean, business-ready datasets specific to ABCO. Verify DS_Shipments Model in Power BI * Locate and validate the DS_Shipments semantic model used for ABCO reporting.
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Brenda
1 projects ▼
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Revise Google Analytics Big query jobs🗓️ Completed: 11-03-2025
Revise Google Analytics Big query jobs We are missing few days of GA4 Data Big query data load failed today 7/22 do to missing data in site config table Steps - re created Site config table - scheduled job to created Site config table as needed - Manually ran Big query Job for missing dates - Re Ran azure data Factory to refresh data Lake tables.
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Adam Lawerence
1 projects ▼
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PowerBi: Update Warehouse RFP / GRI reports🗓️ Completed: 11-03-2025
Warehouse RFPs / GRIs have been migrated from Teamwork to PipeDrive PipeDrive pipeline and PowerBi view will need to be updated PipeDrive Custom Field Mapping [https://docs.google.com/spreadsheets/d/1DdouDZjjQGml-jxgNMcOcHvMZ0HqlIHvoXim6f21PMo/edit?usp=sharing] Need to Update Warehouse RFP / GRI report in PowerBi to pull current and future data from PipeDrive. [https://api.blue.cc/uploads/cmbjmqtg3013x1zri2zs4950g/9baea918-b737-43d6-b146-8d8282b50cbf.PNG]9baea918-b737-43d6-b146-8d8282b50cbf.PNG 79.81 KB [https://api.blue.cc/uploads/cmbjmqtg3013x1zri2zs4950g/9baea918-b737-43d6-b146-8d8282b50cbf.PNG?content-disposition=attachment]
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Kieffer Pearce
1 projects ▼
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Manager Coaching Survey Report Revamp🗓️ Completed: 11-03-2025
This project will focus on reviewing and overhauling the existing Power BI report (#90187372 [https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/fa3f42ed-f750-4333-a35c-757791517114?experience=power-bi&redirectedFromSignup=1]) that summarises data from the annual Manager Coaching Surveys. The current reporting process was initiated but remains incomplete and requires a comprehensive redesign to effectively meet the L&D team’s needs. The revamped report will: * Integrate and visualize data from the most recent coaching survey. * Ensure insights are clear, actionable, and aligned with business priorities for coaching effectiveness. * Enable year-on-year comparisons to track progress and trends in managerial coaching efforts. * Provide a user-friendly, visually engaging Power BI dashboard to support strategic decisions, HR insights, and leadership development planning.
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Lindsey Cunningham
1 projects ▼
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Highline Warren Meeting Presentation (SPM-32876)🗓️ Completed: 10-22-2025
hi! I am needing marketing assistance with a large meeting held in Ocala on oct 23rd - more info to come but wanted to go ahead and get a ticket opened. i would need a presentation, agenda, a printed presentation in a nice folder....once i get the agenda and pull together all the info i can schedule a meeting with marketing? it wont be too crazy, i just need help making it all pretty.
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Jake Badovinac
1 projects ▼
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Request: Add Contact Name/Number to Saved Locations🗓️ Completed: 10-22-2025
* Feature Request: Under a "saved location", having the ability to link and auto-populate a contact name & phone number at that particular stop. Specifically in the situation where that "saved location" isn't our customer, and does not have an account created in pipedrive. Example: We have a customer who ships regularly to a specific location. We have that location saved to auto-populate, however are still having to manually enter the receivers contact name/number info. Even though it is the same every time. * Feature Need: Increase speed of admin work building loads. Guarantee consistency * Feature Benefit: Increase speed of admin work building loads. Guarantee consistency
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Adria Lewis
1 projects ▼
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- 🗓️ Completed: 10-22-2025
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Elyssa
1 projects ▼
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Highway Switching to SAML🗓️ Due: Not Set
Over the next 30 days, Highway will begin transitioning your account to a SAML (Security Assertion Markup Language) configuration. This change enhances protection for your organization amid new identity-based attack vectors targeting broker and carrier platforms. With SAML configuration you will get: * Centralized Control - Manage user access through your existing identity provider (Okta, Azure, etc.). * Automated User Management - Automatically provision and de-provision users as employees join or leave your organization. * Stronger Security - Combine your identity provider's MFA policies with Highway's platform platform-level controls to close exposure gaps. * Simplified Experience - Enable users to log in through your company’s standard credentials (no extra passwords to manage). To get this completed, we will need to schedule a 15–20-minute call get the following: * A list of company domains that should have access to Highway * Your user management platform (e.g., Okta, Azure, Google Workspace) * Your IdP metadata XML
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Matt Sgantas
1 projects ▼
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Gap Route Optimization (SPM-32475)🗓️ Completed: 10-22-2025
From Matt to Andrew: I was pointed your way to help assist in organizing the attached data. Do you have sometime this week or next week to hop on a call with a couple of us to discuss in more detail?
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IT Department
1 projects ▼
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Bi-Annual eBook Audit🗓️ Due: 11-01-2025
This initiative ensures all eBooks are reviewed and updated twice per year to reflect the latest industry standards, market changes, and process updates. The primary focus is verifying accuracy of regulatory information, service offerings, procedures, and other time-sensitive content. Revisions will be made post audit, and each eBook will be labeled with a "Last Updated" date to clearly communicate the most recent review to our online audience. This process helps maintain credibility, relevance, and usefulness for customers and internal stakeholders.
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Nathan Duagherty
1 projects ▼
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Add "RLC Owner" Field in Pipedrive (SPM-23736)🗓️ Due: Not Set
Per Ed Ackfeld he would like me to work with the team to add a dynamic custom field to Pipedrive org pages for "RLC Owner" that is auto populated from the "Outside Account Manager" field in McLeod when that is updated and synced. This should not be an editable field for users.
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Janet Clark
1 projects ▼
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WIKI file update: International🗓️ Due: Not Set
Need a document uploaded and available in the WIKI.[https://api.blue.cc/uploads/cmgjojplk01iv1epj22l325vy/image_1_.png]image (1).png 29.46 KB [https://api.blue.cc/uploads/cmgjojplk01iv1epj22l325vy/image_1_.png?content-disposition=attachment]Some of the info on this page needs more specific data (see highlighted text)RLG Mutual International Agent Agreement - 2022.docx 33.11 KB [https://api.blue.cc/uploads/cmgjokx4801jc1ep6enlj6czy/RLG_Mutual_International_Agent_Agreement_-_2022.docx?content-disposition=attachment]
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Shawn Wasson (RLC)
1 projects ▼
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Finesse Report From Data Lake/Power BI (SPM-33181)🗓️ Completed: 10-07-2025
Finese license is up for renewal 11/10, need to process it by 10/24. Need assistance getting some information from Data Lake/PowerBI for max concurent users logged into Finesse for comparison analysis.
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Cassandra Corley
1 projects ▼
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McLeod Table Alert Change (SPM-32793)🗓️ Due: Not Set
McLeod Table Alert Change - these alerts are coming after load is delivered, requesting to trigger alert when the customer (who we have not done business with in over 1 year) accepts the SSQ.
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Adrian Lara
1 projects ▼
✅ Completed (1)
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Customer facing Powerpoint about trade show. (SPM-18963)🗓️ Completed: 10-01-2025
Please create a customer facing Powrpoint about trade show. i have a template with the information.
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Angelica Moran
1 projects ▼
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Report average inventory/storage time per item(SPM-23789)🗓️ Due: Not Set
Customer is asking if we are able to provide them a report on the average inventory/storage time per item.
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Amber Bartleson
1 projects ▼
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Credit Risk Report (SPM-31768)🗓️ Completed: 09-29-2025
Attached is the Credit Risk Report showing customer’s credit limit against total open AR and WIP shipments which includes all forwarding Jobs where Status = 'WRK' or 'WHL' or 'IHL' or 'JRC' or 'JRB' or 'INV'. A few notes from yesterday to today's report: IND went from 788K down to 215K. Two large accounts VNEJVL and VORTECDTW made payments taking them off of our list. Robert - Can you take a look at ENGINEERED RECYCLING SYSTEMS LLC (ENGRECSAV)under CVG. Today it shows they have 361K WIP. I can only find 186K in Cargowise.
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Mario & Latoria
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CHB - Customs New Customer Packet🗓️ Completed: 09-23-2025
Per meeting with Mario and Latoria on T, 5/27/25 the New Customer Packet needs to be revised. Docs provided in the meeting attached. Latoria mentioned the POA must be completed by the customer and submitted directly to AFC. It cannot be received by an R+L AE and then passed along per law compliance. Abby to find out if POA can be entirely completed online, or if it must be printed, signed, scanned, and either uploaded/emailed back to AFC. Do NOT edit CBP Form 400.Drawback Sale Sheet.pdf 1.46 MB [https://api.blue.cc/uploads/cmbazwapq03xq1zpqcaosa93t/Drawback%20Sale%20Sheet.pdf?content-disposition=attachment]Tariff Classification .pdf 5.69 MB [https://api.blue.cc/uploads/cmbazwasu03xv1zpq11xv57fc/Tariff%20Classification%20.pdf?content-disposition=attachment]2025 PMS Dates.pdf 76.64 KB [https://api.blue.cc/uploads/cmbazwasw03xx1zpqhdv9bz31/2025%20PMS%20Dates.pdf?content-disposition=attachment]ACH DEBIT APPLICATION cbp_form_400.pdf 1.7 MB [https://api.blue.cc/uploads/cmbazwapp03xp1zpqeogjezjm/ACH%20DEBIT%20APPLICATION%20cbp_form_400.pdf?content-disposition=attachment]AFC Power of Attorney.pdf 466.77 KB [https://api.blue.cc/uploads/cmbazwasu03xu1zpq4eqh37w9/AFC%20Power%20of%20Attorney.pdf?content-disposition=attachment]Continuous Bond Application.pdf 639.09 KB [https://api.blue.cc/uploads/cmbazwasx03xy1zpq9yjsav9i/Continuous%20Bond%20Application.pdf?content-disposition=attachment]Credit Request Form.pdf 241.47 KB [https://api.blue.cc/uploads/cmbazwasv03xw1zpq3dtxcu5v/Credit%20Request%20Form.pdf?content-disposition=attachment]R+L New Customer Packet Coversheets (1).pdf 15.47 MB [https://api.blue.cc/uploads/cmbazwapq03xr1zpq1p8jdf5p/R%2BL%20New%20Customer%20Packet%20Coversheets%20(1).pdf?content-disposition=attachment]SPECIAL ADDRESS NOTIFICATION CBP Form 4811.pdf 36.02 KB [https://api.blue.cc/uploads/cmbazwast03xt1zpq02nvd4co/SPECIAL%20ADDRESS%20NOTIFICATION%20CBP%20Form%204811.pdf?content-disposition=attachment]WHO CAN SIGN A CUSTOMS POWER OF ATTORNEY.xlsx 24.15 KB [https://api.blue.cc/uploads/cmbazwapr03xs1zpq76b83nb6/WHO%20CAN%20SIGN%20A%20CUSTOMS%20POWER%20OF%20ATTORNEY.xlsx?content-disposition=attachment]AFC - Consulting.pdf 98.57 KB [https://api.blue.cc/uploads/cmbfeasqw01df1zricqqmagwz/AFC%20-%20Consulting.pdf?content-disposition=attachment]
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Allen Pickett
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New accounts should be broken down into Account Types (RLGPRJCTS-28)🗓️ Due: Not Set
All new accounts currently come in the same even though there are distinctive differences in the types and functions of accounts. They should be broken out into 3 Account Types (Prospect/Individual/Standard) * Prospect -Should NOT come to the credit box Account should be designated as “Prospect” in McLeod. * Individual - LOC field should be grayed out as they’re all prepay. *Standard - Credit application should not process without a first and last name for contact AE should be notified that a W9 is required whenever they enter a generic email..3/21/2025 (Need to Add "Test" accounts to this list. Our teams sometimes send TEST accounts to the credit box and we may think it is a real account) address into the application Account should be designated as “Individual” in McLeod
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Shelli Hathaway
1 projects ▼
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McLeod: Add PO# Field to Spot Quote🗓️ Due: Not Set
Project Request to add a PO # field to the Spot Quote for the customer to fill out when accepting the Spot Quote. Also, when the approval is returned the PO # is populated into the Consignee Reference field on the General tab in Order Entry.
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Michelle Johnson
1 projects ▼
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McLeod: Flowlogix - Unsigned Spot Quote (SPM-28025)🗓️ Due: Not Set
* Feature Need: Billing is asking for unsigned spot quote after the load is delivered * Feature Benefit: They will not close the load out without it. We were not able to send a spot quote originally and now its delivered, billing is require it
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Heather Ezzine
1 projects ▼
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UiPath: Update Fuel based on BOL (SPM-22698)🗓️ Due: Not Set
The UI Path/Bot will manually update fuel for us based on BOL. We need the bot to update fuel for our customer PESMD using consignee reference #.
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Erica Rosingolo
1 projects ▼
✅ Completed (1)
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Pack Expo Company List (SPM-27467)🗓️ Completed: 09-15-2025
Please create an Automation to pull the Address and Web URL of the company found in the excel spreadsheet from the expo website and add into the worksheet. https://packexpo25.mapyourshow.com/8_0/explore/exhibitor-gallery.cfm?featured=false [https://packexpo25.mapyourshow.com/8_0/explore/exhibitor-gallery.cfm?featured=false] packexpo_list_cleaned.xlsx 75.17 KB [https://api.blue.cc/uploads/cmfegwl5d00nc1epw4ixw1due/packexpo_list_cleaned.xlsx?content-disposition=attachment]
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Dana Hegberg
1 projects ▼
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Hot Comments for Tracking (SPM-19621)🗓️ Completed: 09-02-2025
My customer Terumo - TERLCO requires that all loads track. Can we have a default comment on all rate cons that the carriers must use trucker tools and that her will be a $150 charge if they do nt use it? I talked with the CPE Operations Manager and he asking if this can be automated so they do not have to enter it on each on as this customer does 180+ loads per month.
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Steve Crandall, Robert Bowman
1 projects ▼
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Project: Highline Warren-Traxion Middleware🗓️ Due: 07-30-2025
Highline Warren is exploring new warehouse software solutions. We are currently utilizing Deposco. We are considering Odoo as a middleware option to enhance operations in Mexico.
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Rob Chancey
1 projects ▼
✅ Completed (1)
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- 🗓️ Completed: 08-11-2025
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Sama Younis
1 projects ▼
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UiPath: New Credit Automation Revision🗓️ Completed: 08-07-2025
the new customer credit automation has been failing periodically. the logs have shown that the failures are due to ui elements not being found. reindicating the selectors, editing the selector settings, and adding a short delay in between activities are needed to minimize these errors.
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⏳ Incomplete (0)
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Vane
1 projects ▼
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Carrier Relations report Extension🗓️ Completed: 08-06-2025
carrier relations report needs a few additions 1) drill through for deactivated customers 2) performance metrics coming from front [waiting on a new tag to be created first] 3) performance metrics coming from McLeod [need to pull prospect_activities table in the datalake]
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⏳ Incomplete (0)
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HR
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Green Fever Logo - HR Request🗓️ Completed: 08-05-2025
HR Request: Good morning, We are working on a gift for employee appreciation week this year. I partnered with the Purchasing department to receive some quotes but we can only do two colors maximum on the item we would like. We thought it would be nice to use the same “Green Fever” logo as the t-shirts. Could your team possibly assist in making the attached logo only two colors? As reference, the gift item will most likely be a clear tote bag, from the options we have seen, most of the bag handles are black.
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⏳ Incomplete (0)
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Tom
1 projects ▼
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Strategic Account analysis🗓️ Completed: 07-29-2025
Strategic account analysis report needs to have a few major changes 1. the current system of filters is far too complicated. We shouldn't require a training document just to use a report. 2. The current data model is too complicated with many duplicate measures. 3. There should be a singular, easy to read, executive summary page.
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Ed Ackfeld and Tom Aumann
1 projects ▼
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Project Request - Driver Not Available🗓️ Completed: 07-28-2025
The goal of this project is to update Pipedrive to better track service codes related to McLeod, ensuring consistency in reporting and distinguishing between service failures and other issues. Steps to include: Match existing issues with designated McLeod codes based on definitions: PTLS Mistake = AJ Lack of Coverage = D2 Carrier Fell Off = AY Implement mandatory void reason codes in McLeod: "D2" for shipments voided due to lack of coverage (driver not available). "AM" for voided shipments due to shipper issues (freight not ready). Ensure voids due to entry errors are marked with the appropriate error code.
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Amanda Scheid
1 projects ▼
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Enhancement Request: Dynamic Marketing Messages in Email Signatures🗓️ Due: Not Set
Feature Request: Dynamic Marketing messages in email signatures. Feature Need: An easy-to-use system that allows for the dynamic addition and modification of Marketing messages in email signatures to align with various promotional campaigns. Feature Benefit: This capability will effectively enhance communication by promoting trade shows, events, and other important initiatives, ensuring that recipients are consistently informed about current marketing efforts.
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Adam Lawrence
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✅ Completed (1)
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- 🗓️ Completed: 07-18-2025
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Vincent Portera
1 projects ▼
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Allianz Integration with Credit Limits - High Level Documentation🗓️ Completed: 07-14-2025
Provide a high level overview of Credit Integration process with existing McLeod Customers / setup of new customers.
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⏳ Incomplete (0)
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Tradeshow
1 projects ▼
✅ Completed (1)
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- 🗓️ Completed: 07-10-2025
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Dylan
1 projects ▼
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new pipedrive org field - IAE🗓️ Completed: 07-07-2025
IAE field added to pipedrive organization. Want to pull it into datalake
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Ed Ackfield
1 projects ▼
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International Import to Domestic Pipedrive🗓️ Completed: 07-01-2025
Migration Request Summary: This request involves migrating all International-related orgs, contacts, leads, and deals into Pipedrive. The following custom fields must be created to ensure proper data continuity across orgs, contacts, leads, and deals: * RLC BDM * International Owner * Truckload Owner * Warehouse Owner * Consultant All imported orgs should be assigned to Ed Ackfeld. Additionally, user profiles for Allison, Tammy, and Jannet (International GMs) should be created and grouped under Ed's team in Pipedrive. All imported deals should be placed in the Customer Exploration stage, and initially owned by Ed until custom field ownership can be properly reassigned. The same applies to imported leads, which should go to the Leads Inbox. Duplicate entries are expected to be minimal, and any that appear can be merged post-migration. Estimated completion date: Tuesday, 7/1.
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Benson
1 projects ▼
✅ Completed (1)
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- 🗓️ Completed: 06-13-2025
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Allen Pickett
1 projects ▼
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Order Entry Spot Quote - Credit Check🗓️ Completed: 06-04-2025
Revise Pipedrive's Credit Check process Suggestion: New accounts sync'd by PipeDrive should not have a credit check date The Collections User should be Undetermined Credit status should be Awaiting Credit Review
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Latrisha Morton
1 projects ▼
✅ Completed (1)
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- 🗓️ Completed: 05-09-2025
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Robert Chancey
1 projects ▼
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mcleod bids pbi🗓️ Completed: 04-04-2025
ricardo had a bids pbi report, update that and link it to actual shipments.
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Jonathan Swartz
1 projects ▼
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Phone Report Enhancement🗓️ Completed: 03-28-2025
Currently the Phone Report is used to track how many phone calls our employees are making as well as how many of those calls are evaluated by managers. This data comes from Finesse & Calabrio. Within each of those systems there is also a team structure defined but in our report the team > branch > division is entirely manually maintained. We should switch to using either Calabrio person > team > group or the finesse equivalent in the report so that it can be maintained in the application and have the report reflect that.
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⏳ Incomplete (0)
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Ian Morphy
1 projects ▼
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Wiki Workflow: Carrier Sourcing Campaign Builder🗓️ Completed: 03-26-2025
Build a form / approval Process to add carriers to campaign and add to Ontraport in the API
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Elijah Sprung
1 projects ▼
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Elijah's To-Do List🗓️ Completed: 02-25-2025
Small Blue task where I can list out the things I need to do that take time, but do not require their own task.
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Penny McGowen
1 projects ▼
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Oracle | Purchase Order Approval Matrix changes | 01-22-2025🗓️ Completed: 02-19-2025
SR# 741031 This request is to revise the list of approvers and adjusts approval amount thresholds within the Purchase Order approval process to enhance efficiency and alignment with updated organizational policies. This ensures the correct individuals review and authorize purchases based on financial limits.
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⏳ Incomplete (0)
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Matt Senti
1 projects ▼
✅ Completed (1)
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- 🗓️ Completed: 12-18-2024
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Rob Rosauer
1 projects ▼
✅ Completed (1)
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- 🗓️ Completed: 11-14-2024
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Unknown
259 projects ▼
✅ Completed (231)
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- 🗓️ Completed: 11-26-2025
- 🗓️ Completed: 11-24-2025
- 🗓️ Completed: 11-24-2025
- 🗓️ Completed: 11-21-2025
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McLeod Upgrade Fixes - 1792011 Error getting images via McLeod API and 1788985 Latency issues with Distance Profiles🗓️ Completed: 11-21-2025
This Change Request is to deploy the fix to two Work Orders for the McLeod upgrade. One fixes the getting of Images via McLeod API and the other fixes an issue with Distance Profiles Latency
View Task - 🗓️ Completed: 11-20-2025
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Cloudflare Global Network Incident🗓️ Completed: 11-19-2025
cloudflarestatus.com/incidents/8gmgl950y3h7 [https://www.cloudflarestatus.com/incidents/8gmgl950y3h7]
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McLeod PTLS FlowLogix/Rapid Alert Project 64 - Billing_Holds🗓️ Completed: 11-19-2025
This Change Request puts Purchase orders into a 5 day hold after which they will be removed automatically if it has not already been done so manually
View Task - 🗓️ Completed: 11-19-2025
- 🗓️ Completed: 11-18-2025
- 🗓️ Completed: 11-18-2025
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RLG Data Management Oct25 Security Update - 11/3/25 @ 8:30AM - M🗓️ Completed: 11-18-2025
Patch Management is coordinating routine security maintenance on RLG Data Management. This scheduled maintenance is essential for ensuring system health and security. User impact is expected to be minimal, however the system may be offline intermittently and/or users may experience minor system slowness during the reboot window(s). The reboot is expected to take approximately 30-45 min, however up to 90 minutes in some cases.
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Editorial Policy Updates🗓️ Completed: 11-18-2025
Updates have been made to this document on 11/18/25. Please update on the website. docs.google.com/document/d/1zwjmuZjQ16INAQkcrubw2lWe2y6EaHvjWXuzitksJ8o/edit?usp=sharing [https://docs.google.com/document/d/1zwjmuZjQ16INAQkcrubw2lWe2y6EaHvjWXuzitksJ8o/edit?usp=sharing]
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Loss in Engagement - Customs🗓️ Completed: 11-14-2025
Per Steve on 11/11/25 via WebEx: Why do you think we are seeing a loss in engagement rate on the sites you listed in the 11/6 report?
View Task - 🗓️ Completed: 11-13-2025
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Customs YouTube Script & Video🗓️ Completed: 11-13-2025
Jacob script - docs.google.com/document/d/1oXIne5jP7Q76Tatb4fdoH7zykKf-XH9pXh_oSETFZyg/edit?usp=sharing [https://docs.google.com/document/d/1oXIne5jP7Q76Tatb4fdoH7zykKf-XH9pXh_oSETFZyg/edit?usp=sharing]
View Task - 🗓️ Completed: 11-13-2025
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Blog - Learn If Partial Truckload Shipping Is Right For Your Needs - Truckload🗓️ Completed: 11-12-2025
Learn If Partial Truckload Shipping Is Right For Your Needs - docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing [https://docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing]
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Blog - Inventory Positioning and its Benefits to US Shippers - Product Distribution Strategy🗓️ Completed: 11-12-2025
docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing [https://docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing]
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Blog - Import Duties - USA Customs🗓️ Completed: 11-12-2025
docs.google.com/document/d/1Avbx98sUD2I1qB3CFn8190dfjZwv3abLQuq3vMkS_mA/edit?usp=sharing [https://docs.google.com/document/d/1Avbx98sUD2I1qB3CFn8190dfjZwv3abLQuq3vMkS_mA/edit?usp=sharing]
View Task - 🗓️ Completed: 11-10-2025
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Export Controls blog entry🗓️ Completed: 11-10-2025
Blog entry for USACC detailing export controls and their impact on US importers.
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Blog - Air Freight Vs Ocean Freight: Which One is Safer? - Freight Insurance Coverage🗓️ Completed: 11-06-2025
docs.google.com/document/d/11L6k5XvGOWbo3glucBwUTEmANdqxj-0p8wCPw5DfzDc/edit?usp=sharing [https://docs.google.com/document/d/11L6k5XvGOWbo3glucBwUTEmANdqxj-0p8wCPw5DfzDc/edit?usp=sharing]
View Task - 🗓️ Completed: 11-06-2025
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Test🗓️ Completed: 11-04-2025
1. Objective (pick one): Lead, Pipeline acceleration, Education, Event, Retention, Conversion repair, Partner recruitment 2. Audience: segment, vertical, buyer role, geography 3. Desired outcome/CTA: book call, register, download, request quote, etc. 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: web, email, paid, field, etc. 6. Constraints: budget, timing, approvals, compliance 7. Success metric: volume + quality target, due date 8. Owner (Sales), Collaborators, Approver(s) 9. Dates: Requested, Approved, Deadline. 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials
View Task - 🗓️ Completed: 11-04-2025
- 🗓️ Completed: 11-03-2025
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Tractor Status Combined add Theresa Vega🗓️ Completed: 11-03-2025
rlglobal.frontapp.com/inboxes/teammates/15448466/assigned/open/108641275666 [https://rlglobal.frontapp.com/inboxes/teammates/15448466/assigned/open/108641275666]
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VW_Shipments Logic Re-Structuring🗓️ Completed: 11-03-2025
Refactor the current VW_Shipments view logic into modular, maintainable components (Base Shipment, Employee Roles, Rate Logic), improving readability, performance, and ease of future updates.
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M365 Zero Trust – Conditional Access and Mobile Application Management🗓️ Completed: 11-01-2025
Objective of the Change: RSM conducted a security assessment of the R+L Microsoft 365 tenant. RSM provided recommendations around Conditional Access and Mobile Application Management. RSM reviewed their findings and recommendations with our Infrastructure Engineering team and our IMT Security team. This CR is for building out the policies in an off state on October 31st. Then on November 1st, RSM and the R+L team will meet to enable these policies. Application(s) that may be impacted by change: M365, Intune, Exchange, MS Teams, Copilot, PowerBI, Azure What to expect during the outage: No outage expected. Worst case scenario: Each remediation has a specified rollback that can be performed.
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MCO International Migration/FRONT🗓️ Completed: 11-01-2025
MCO International has been revisited on Front and they have requested to Remove the MCO accounting, Innovair, Myers and overseas Inboxes but all the historical emails on these should be moved to the MCO International Inbox without causing any disruptions on the Main Inbox.
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SQL 2022 Cumulative Update 21 on NON-HA PRD servers🗓️ Completed: 10-31-2025
To comply with updates to security, performance, and administrative best practice from Microsoft, we will be patching the below SQL Server instance. During the deployment window, the SQL Server database core service will intermittently be offline as drivers are updated and the server is then rebooted. Users will experience dropped connections or the inability to connect during the deployment window. RLPRDAZROLT01, RLPRDSQLCMS01, IGPRDOLTDB02, PLPRDOLP03, RLPRDOLT31, PLPRDBIG01, RLPRDOLT34, RLPRDOLT33, RLPRDOLT29, RLPRDOLT30, RLPRDOLT35, RLPRDOLP06, RLPRDOLTDMZ01, RLPRDODB04, RLPRDOLT21 servers
View Task - 🗓️ Completed: 10-30-2025
- 🗓️ Completed: 10-30-2025
- 🗓️ Completed: 10-28-2025
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Azure Data factory impacting event in East US🗓️ Completed: 10-27-2025
Customer using Azure Data factory in East US who may experience data flows and reports getting stuck, delayed, or failing to run in Azure Data Factory. They may also see errors for cluster creation timeouts or resource unavailability.
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S- Cargowise Upgrade v25.6.18.447🗓️ Completed: 10-24-2025
This Change Request is to update Cargowise to the most recent version (25.6.18.447) to provide tariff updates.
View Task - 🗓️ Completed: 10-23-2025
- 🗓️ Completed: 10-23-2025
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Customs Bonds Requirements Article🗓️ Completed: 10-23-2025
I just started working on my ‘customs bond requirements’ from last week.
View Task -
Graphics for LinkedIn posts (SPM-32524)🗓️ Completed: 10-22-2025
For an HR Indeed and LinkedIn posts and company pages, I need a graphics and photos that represent the professional and hardworking nature of our employees that balance work and life. Photos should be real, though not necessarily the most recent. They should match the minimum requirements for LinkedIn single-image posts: 1080x1080px and the LinkedIn and Indeed company spotlight page: 900x600px. Additional requirements below. Where photos do not match the ratio, they should crop closer to fill the frame or appear on a black background or according to brand guidelines. See blog plan here: docs.google.com/spreadsheets/d/1xF8dt4z1XBwmR9-NdRDV4K4RjGKuA9gkXleIvMsS09c/edit?gid=0#gid=0 [https://docs.google.com/spreadsheets/d/1xF8dt4z1XBwmR9-NdRDV4K4RjGKuA9gkXleIvMsS09c/edit?gid=0#gid=0] Company Spotlight Photos: [https://api.blue.cc/uploads/cmgjfw5ct016l1ep6fuo0dkro/1.png]1.png 293.04 KB [https://api.blue.cc/uploads/cmgjfw5ct016l1ep6fuo0dkro/1.png?content-disposition=attachment][https://api.blue.cc/uploads/cmgjfxygk014l1epjbphe92x0/2.jpg]2.jpg 79.58 KB [https://api.blue.cc/uploads/cmgjfxygk014l1epjbphe92x0/2.jpg?content-disposition=attachment] Post Photos: [https://api.blue.cc/uploads/cmgjg06im01cc1epj015cf3de/3.jpg]3.jpg 53.89 KB [https://api.blue.cc/uploads/cmgjg06im01cc1epj015cf3de/3.jpg?content-disposition=attachment][https://api.blue.cc/uploads/cmgjg0gww01ce1epj32h8f92z/5.jpg]5.jpg 76.8 KB [https://api.blue.cc/uploads/cmgjg0gww01ce1epj32h8f92z/5.jpg?content-disposition=attachment][https://api.blue.cc/uploads/cmgjg0ch201cd1epj7l6j5q63/4.jpg]4.jpg 97.12 KB [https://api.blue.cc/uploads/cmgjg0ch201cd1epj7l6j5q63/4.jpg?content-disposition=attachment] - LinkedIn Canva header - https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton] The black graphics have a Canva template and should use the following phrases: * Investing in People * Securing the Long Term * Finding the Balance * Problem Solver * Ouch. * Maybe the Other Pasture is Green. * Your career roadmap starts here. * Company values that align with yours. * The best careers complement life outside the office. * Of course, a transportation company believes in travel. [https://api.blue.cc/uploads/cmgjelt6u00wz1ep66x27ccwn/1758827283699.jpg]1758827283699.jpg 16.41 KB [https://api.blue.cc/uploads/cmgjelt6u00wz1ep66x27ccwn/1758827283699.jpg?content-disposition=attachment] See also: linkedin.com/help/linkedin/answer/a563309/image-specifications-for-your-linkedin-pages-and-career-pages [https://www.linkedin.com/help/linkedin/answer/a563309/image-specifications-for-your-linkedin-pages-and-career-pages]
View Task -
Spike: Microsites: Visitor False Negatives🗓️ Completed: 10-22-2025
Requestor: Steve, Abby Request: As an email marketer, I would like to find false negatives among visitors who bounce because they weren't served for each microsite, so that I can understand what marketing messages are attracting, but not aligned with the intent of the visitor. Additionally, analyze for common problems across properties. Success Criteria: All microsites have list of search terms matched with short visit times. Lives: docs.google.com/spreadsheets/d/11I-Cxq8daJDPwaUYiJ2RV-lrrmy76yttSeRFmHokZDQ/edit?usp=sharing [https://docs.google.com/spreadsheets/d/11I-Cxq8daJDPwaUYiJ2RV-lrrmy76yttSeRFmHokZDQ/edit?usp=sharing]
View Task -
Door to Door Freight Forwarding Article🗓️ Completed: 10-20-2025
Jacob - KW: door to door freight forwarding / 20 volume / KD N/A I want to feed our USA Freight Forwarding site with this new article. Based on the site map, we’ve never covered this topic before.
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RLG Wiki is Down🗓️ Completed: 10-17-2025
Rltracking server reported to high amount load and usage on CPU working on the bring it up to speed
View Task - 🗓️ Completed: 10-17-2025
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Create list of competitors for each microsite🗓️ Completed: 10-16-2025
Three top intent - competitors for each site.
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Microsites: Buyers Personas🗓️ Completed: 10-16-2025
Requestor: Steve, Abby Request: As an email marketer, I would like up to 2 personas (avatars) of our site visitors for each microsite, so that I can understand what brings visitors to our site based on current traffic. Start with customs, truckload, and product fulfillment distribution. We'll review early next week and proceed to other microsites if on the right track. Eventual use as GPTs or digital twins to test marketing messages or create new ones for email marketing, incentives, and web-based tools. Success Criteria: All microsites have a persona of our visitors. Lives: Slide Deck docs.google.com/presentation/d/1bOMkf0pennpFqeYU5_gFi8b7ljta7-8VArub0iTmZcE/edit?usp=sharing [https://docs.google.com/presentation/d/1bOMkf0pennpFqeYU5_gFi8b7ljta7-8VArub0iTmZcE/edit?usp=sharing]
View Task -
Internal and External PowerPoint for Trade Show (SPM-18407)🗓️ Completed: 10-14-2025
Hello Erica, Thank you for your request. We are investigating this issue. Your ticket number is SPM-18381. What is this for? Do you want me to direct this information to another department? I sent this information over to Abby and she said she will add this to the projects for the marketing team. Let me know if you need me to do anything else or if I can close this ticket. - Alexander at R+L Global Logistics > On Thursday Aug 07, 2025 at 8:14 am PDT -0700, <[email protected] > [[email protected]]> wrote: > > Hi there! 👋 > What do you need assistance with today? 😊 > I have a request ... > Thank you for reaching out. To help us route your request efficiently, could > you please provide the following > Please give us a description of your request > Create an internal power point for internal sales. > Thank you! One moment while we connect you to an agent
View Task - 🗓️ Completed: 10-13-2025
- 🗓️ Completed: 10-13-2025
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McLeod Update Doc Designer and Imaging Overlay files (25.2)🗓️ Completed: 10-13-2025
This Change Request is to setup Document Designer changes in TMS and TMS4 and new Imaging Overlays to be applied to PLPRDMCL06.
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McLeod FlowLogix Project to Setup Autobill based on Charge Codes (25.2)🗓️ Completed: 10-13-2025
This Change Request is to setup four new Fields and adjust three current Fields for Billing & AR> Master Files> Customer so that a current FlowLogix project can perform auto billing based upon Charge Code and Amount Selections.
View Task - 🗓️ Completed: 10-13-2025
- 🗓️ Completed: 10-10-2025
- 🗓️ Completed: 10-08-2025
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Error in Database in Establishing the Database connection🗓️ Completed: 10-07-2025
rlgloballogistics.com [http://rlgloballogistics.com] was down for few minutes, the issue found is there was a credential miss match on the IP config file. Green geeks was suggested to re add the password again in the IP config file. Updated the Config file and the site was back up again
View Task -
McLeod FlowLogix Project to Setup Autobill based on Charge Codes🗓️ Completed: 10-06-2025
This Change Request is to setup four new Fields and adjust three current Fields for Billing & AR> Master Files> Customer so that a current FlowLogix project can perform auto billing based upon Charge Code and Amount Selections.
View Task - 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 10-03-2025
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Bank of America Pipeline Failure on Azure🗓️ Completed: 10-03-2025
The new IP changes on the Azure Data factory VM Caused the issue because the VM has the new IP that needs to be whitelisted on the Bank of America system. Sent the details over to Mario which were forwarded to the team
View Task - 🗓️ Completed: 10-02-2025
- 🗓️ Completed: 10-02-2025
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Microsoft Maintenance🗓️ Completed: 10-02-2025
The following changes needed to be made to the Azure VM , as there was a issues in the East US 2 region the IP changes was taking care on one of the VM's which caused issues in running the pipelines. "You’re receiving this notification because you are associated with one or more Azure subscriptions that used Basic SKU public IP addresses within the last 30 days. On 30 September 2025, Basic SKU public IP addresses will be retired in Azure. You can continue to use your existing Basic SKU public IP addresses until then, however, you'll no longer be able to create new ones after 31 March 2025. Standard SKU public IP addresses offer significant improvements [https://urldefense.com/v3/__https:/docs.microsoft.com/azure/virtual-network/ip-services/public-ip-addresses*sku__;Iw!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXjeVzefK$], including: * Access to a variety of other Azure products, including Standard Load Balancer, Azure Firewall, and NAT Gateway. * Security by default—closed to inbound flows unless allowed by a network security group. * Zone-redundant and zonal front ends for inbound and outbound traffic. If you have any Basic SKU public IP addresses deployed in Azure Cloud Services (extended support), those deployments will not be affected by this retirement and you don't need to take any action for them. Required action To avoid any potential service disruptions, review pricing [https://urldefense.com/v3/__https:/azure.microsoft.com/pricing/details/ip-addresses/__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvm2DI9d$] and then upgrade [https://urldefense.com/v3/__https:/learn.microsoft.com/azure/virtual-network/ip-services/public-ip-basic-upgrade-guidance__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvzHjFcw$] to Standard SKU public IP addresses by 30 September 2025."
View Task - 🗓️ Completed: 10-02-2025
- 🗓️ Completed: 10-01-2025
- 🗓️ Completed: 10-01-2025
- 🗓️ Completed: 09-30-2025
- 🗓️ Completed: 09-30-2025
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Create graphics for Trade Show (SPM-32302)🗓️ Completed: 09-30-2025
Erica Rosignolo. "Rachel, Can marketing work their magic for signature banners and LinkedIn approved graphics? Exhibitors are myself, Adrian and Justin." https://sunbeltexpo.com/ [https://sunbeltexpo.com/] https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/ [https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/]
View Task - 🗓️ Completed: 09-30-2025
- 🗓️ Completed: 09-24-2025
- 🗓️ Completed: 09-22-2025
- 🗓️ Completed: 09-17-2025
- 🗓️ Completed: 09-17-2025
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Film and edit Formal and Informal Entries video for YouTube Shorts (SPM-20561)🗓️ Completed: 09-15-2025
Film and edit Formal and Informal Entries video for YouTube Shorts
View Task -
Azure Synapse Analytics - East US🗓️ Completed: 09-15-2025
Impact Statement: Starting at 12:48 UTC on 15 Sep 2025, Azure is currently experiencing an issue affecting the Azure Synapse Analytics service in the East US region. Customers may be experiencing spark job execution failures while executing spark activities within notebooks or data pipelines or SDK. Current Status: We are aware of this issue and are actively investigating. An update will be provided as events warrant. IMPACTED SERVICE(S) AND REGION(S) Service Name: Azure Synapse Analytics Region: East US
View Task - 🗓️ Completed: 09-15-2025
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McLeod Update Doc Designer and Imaging Overlay files🗓️ Completed: 09-12-2025
This Change Request is to setup Document Designer changes in TMS and TMS4 and new Imaging Overlays to be applied to PLPRDMCL06.
View Task -
RLG BillPay - Change extraction logic based on Settlement for ACH records🗓️ Completed: 09-12-2025
The goal of this deployment is to modify the BillPay daily transaction report by updating the extraction logic for ACH records to be based on Settlement date. Also to add Jonathan McFarlane and Dawn Paredes to the reporting emails and remove Kathleen Hoban for both Billpay & Prepay reports.
View Task -
DMS Pipeline issue🗓️ Completed: 09-12-2025
There was new IP Changes on the the Azure data factory VM. The New IP wasn't listed on Cargowise database and these VM need Access to Cargowise Database directly. Working Matt Hurst and Cargowise team to get it fixed and get this pipelines get running
View Task - 🗓️ Completed: 09-10-2025
- 🗓️ Completed: 09-08-2025
- 🗓️ Completed: 09-08-2025
- 🗓️ Completed: 09-04-2025
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SQL 2022 Cumulative Update 20 on PRD servers🗓️ Completed: 09-02-2025
To comply with updates to security, performance, and administrative best practice from Microsoft, we will be patching the below SQL Server instance. During the deployment window, the SQL Server database core service will intermittently be offline as drivers are updated and the server is then rebooted. Users will experience dropped connections or the inability to connect during the deployment window. RLPRDAZROLT01, RLPRDSQLCMS01, IGPRDOLTDB02, PLPRDOLP03, RLPRDOLT31, PLPRDBIG01, RLPRDOLT34, RLPRDOLT33, RLPRDOLT29, RLPRDOLT30, RLPRDOLT35, RLPRDPRVT01, RLPRDOLP06, RLPRDOLTDMZ01, RLPRDODB04, RLPRDOLT21 servers
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RLG – include customer classification RLGlobal_Data_Lake_Export🗓️ Completed: 09-02-2025
A new column was added to the customer table in mcleod, we want to pull it into the datalake
View Task -
McLeod PTLS Auto Rating: Rate Type Field Changes🗓️ Completed: 09-02-2025
This Change Request is to setup three new Field Properties and adjust one current field property for Dispatch>Auto Rating>Rates for the Rate Type field. Also adding the Customer Classification field to the Billing & AR>Master Files>Customer screen/table.
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McLeod Positive Pay setup for ABCO Checks🗓️ Completed: 09-02-2025
This Change Request is to setup Positive Pay for ABCO and Bank of America to send checks electronically.
View Task - 🗓️ Completed: 08-28-2025
- 🗓️ Completed: 08-28-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-21-2025
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Biz Library Training Session Announcements (SPM-20069)🗓️ Completed: 08-19-2025
“I just sent out announcing the return of the weekly biz library training sessions on front and Pipedrive. I included most leaders but want to spread the word to everyone. Do you think it would be a good idea for yall to include in the huddle, tvs and/or webex announcement?”
View Task - 🗓️ Completed: 08-18-2025
- 🗓️ Completed: 08-18-2025
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McLeod Rand McNally IntelliRoute server deployment🗓️ Completed: 08-18-2025
Deploy Rand McNally IntelliRoute software to allow the business to use both PC Miler and Rand McNally for distance calculations.
View Task -
2025/2026 cert for McLeod services.goptls.com site🗓️ Completed: 08-18-2025
ChangeRequestHS774302 - BUS.docx.pdf 356.66 KB [https://api.blue.cc/uploads/cmcxirkkp005q2jol8bcn9vxr/ChangeRequestHS774302_-_BUS.docx.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 08-18-2025
- 🗓️ Completed: 08-13-2025
- 🗓️ Completed: 08-11-2025
- 🗓️ Completed: 08-07-2025
- 🗓️ Completed: 08-07-2025
- 🗓️ Completed: 08-04-2025
- 🗓️ Completed: 08-01-2025
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transfix flatbed data🗓️ Completed: 07-28-2025
transfix can now train on flatbed data so I need to send it to them. Transfix Flatbed Data Ingestion Template + Go-Live Process for R&L.msg 94 KB [https://api.blue.cc/uploads/cmdhes7ry000p2jr8hw8z44f1/Transfix_Flatbed_Data_Ingestion_Template_Go-Live_Process_for_R_L.msg?content-disposition=attachment]Transfix Cost Model Training Data Contract _ Flatbed Release _ v1.4.0 _ as-of 7_17_2025.xlsx 15.37 KB [https://api.blue.cc/uploads/cmdhespwv000u2jr80uhxhebv/Transfix_Cost_Model_Training_Data_Contract_Flatbed_Release_v1.4.0_as-of_7_17_2025.xlsx?content-disposition=attachment]
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Mcleod Security Update🗓️ Completed: 07-23-2025
Landesk Install, Reboot, & Smoke Test McLeod Jun25 Security Update.pdf 625.74 KB [https://api.blue.cc/uploads/cmd7rw8l800c62jtn05rd1qez/McLeod_Jun25_Security_Update.pdf?content-disposition=attachment]
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FlowLogix Project 59 – Credit_Override🗓️ Completed: 07-23-2025
ChangeRequestHS777283.docx.pdf 381.33 KB [https://api.blue.cc/uploads/cmd7c8nzm005s2ju33x172n7u/ChangeRequestHS777283.docx.pdf?content-disposition=attachment]
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Cargowise Update to v25.4.7.353🗓️ Completed: 07-23-2025
S-__Cargowise_Update_to_v2547353_-_72025.pdf 329.09 KB [https://api.blue.cc/uploads/cmcxipm90004a2jnfhiyb8yr1/S-_Cargowise_Update_to_v2547353_-_72025.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 07-22-2025
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CW Upgrade🗓️ Completed: 07-21-2025
CW upgraded to version 25.4.7.428. Need to update the datalake tables and data feed.
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McLeod AutoHomePositionServer4 Setup🗓️ Completed: 07-17-2025
S-_McLeod_AutoHomePositionServer5_Setup_-_71.pdf 219.96 KB [https://api.blue.cc/uploads/cmcxina6x005o2jolcgiw984c/S-_McLeod_AutoHomePositionServer5_Setup_-_71.pdf?content-disposition=attachment]
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Calabrio Jun25 Security Update🗓️ Completed: 07-11-2025
Calabrio Jun25 Security Update.docx.pdf 580.77 KB [https://api.blue.cc/uploads/cmcxiseda004c2jnff2xn5l0z/Calabrio_Jun25_Security_Update.docx.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 07-10-2025
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RLG Conference Rooms🗓️ Completed: 07-10-2025
Create colored across conference rooms that match the color assignment of the room. (Can be diagonal, straight, horizontal - mock up options). Here are the measurements for the conference room glass panels. Orange – 7’10 Green- 7’8 Yellow- 7’11 Blue- 7’10.5Conference Room Decals.zip 382.01 KB [https://api.blue.cc/uploads/cm7whr55h00gh2lti51u49np8/Conference%20Room%20Decals.zip?content-disposition=attachment] Red- 7
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Training Templates🗓️ Completed: 07-10-2025
Marketing Request Details As part of our 2025 training initiatives, we are working to formalize and standardize training materials and content across the organization. In an effort to work towards that goal we would like a presentation and standard templates that we would use when created trainings. The current presentation template is currently being used. Should we continue to use that possibly provide some slides that are white instead of green. Secondly, a one page template that we can utilize for creativity an activities or worksheets. Thank you
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HR - March Into Motion🗓️ Completed: 07-10-2025
HR initiative for a step challenge in March. Promotional graphics across all internal messaging channels - TV, Webex, Posters Brand the app tracker.
View Task -
RLG President's Club Logo🗓️ Completed: 07-10-2025
Create a logo for R+L Global Logistics President's Club program.
View Task - 🗓️ Completed: 07-10-2025
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HR Graphics Request🗓️ Completed: 07-10-2025
See comments for official requests info. Need custom graphics for February NFL Dress-Up Day and Themed Thursdays (Dress up days) Graphics Make graphics for email and TV formats.
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Training Templates Request🗓️ Completed: 07-10-2025
Marketing Request Details As part of our 2025 training initiatives, we are working to formalize and standardize training materials and content across the organization. In an effort to work towards that goal we would like a presentation and standard templates that we would use when created trainings. The current presentation template is currently being used. Should we continue to use that possibly provide some slides that are white instead of green. Secondly, a one page template that we can utilize for creativity an activities or worksheets. Thank you
View Task - 🗓️ Completed: 07-10-2025
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Learning Suite Banner Request🗓️ Completed: 07-10-2025
Marketing Request Details We would like an updated graphic Banner created for the Learning Suite. It should highlight our CORE VALUES, TRAITS and/or 4 keys to success. This banner is something that we would like to refresh frequently to keep it fresh. Maybe if would be best to create a few templates and layouts that we could then edit on our side whenever an update is needed. Happy to discuss further. Thank you Service Request Submission Date: 01/27/2025 Requestor: Kieffer Pearce Email: [email protected] [[email protected]]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Employee Service Awards🗓️ Completed: 07-10-2025
Assist HR with graphics for the employee Service Award and years of service certificate.
View Task -
Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
View Task -
Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
View Task -
Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
View Task -
Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Freight Fraud Campaign🗓️ Completed: 07-10-2025
Work with Ben in the training department to develop an internal marketing campaign for Freight Fraud. Ben will periodically have 'drips' to share as it relates to the industry and our current events around fraud / cyber security. Campaign should be planned out for TV (video and/or graphics), SMS (where applicable), AE Webex channel, Email, posters with quick facts, any long form content (info graphics/lists etc.) in print form should be considered only as supportive material for them to review at their desk and/or be in the Global Huddle.
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
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Employee SWAG🗓️ Completed: 07-10-2025
Develop process for SWAG. Both employees wanting SWAG and sales requesting SWAG for client visits.
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2025 Team Tshirts🗓️ Completed: 07-10-2025
Based on our meeting please create design mockups for the 2025 Team Tshirt. Tshirt Color: Ash Tshirt Vendor: 4imprint.com/product/118392-M-S/Port-5050-Blend-T-Shirt-Mens-Screen [https://www.4imprint.com/product/118392-M-S/Port-5050-Blend-T-Shirt-Mens-Screen]
View Task -
2025 SMS Content Planning🗓️ Completed: 07-10-2025
Develop plan for our 2025 internal SMS Friday messaging. Google Sheet: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?gid=183987260#gid=183987260 [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?gid=183987260#gid=183987260]
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Professional Profiles🗓️ Completed: 07-10-2025
Create a campaign that runs effectively with our "Common Courtesy Campaign" with the intent to help provide fellow employees improve the professionalism of their profile. Whether its improve their LinkedIn profile with branded graphics, taking headshots, or enhance their email signature (this would require an additional approved email signature specific to employees who have taken steps to optimize their profile).
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
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- 🗓️ Completed: 07-10-2025
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McLeod AutoHomePositionServer4 Setup🗓️ Completed: 07-10-2025
ChangeRequestHS771886.docx.pdf 353.94 KB [https://api.blue.cc/uploads/cmcas6egi00hz2joxa7a05ilf/ChangeRequestHS771886.docx.pdf?content-disposition=attachment]
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Include driver & escrow_transaction tables in RLGlobal_Data_Lake_Export🗓️ Completed: 07-10-2025
CR - RLG include driver escrow_transaction tables in RLGlobal_Data_Lake_Export - BUS.docx.pdf 588.04 KB [https://api.blue.cc/uploads/cmcxhda6q00412jnf0s1rb5qp/CR_-_RLG_include_driver_escrow_transaction_tables_in_RLGlobal_Data_Lake_Export_-_BUS.docx.pdf?content-disposition=attachment]
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McLeod dpeforms.exe version update🗓️ Completed: 07-10-2025
S-_McLeod_dpeformsexe_version_update_-_792.pdf 805.54 KB [https://api.blue.cc/uploads/cmcnvdd4p00ms2jr8fu49gnf9/S-_McLeod_dpeformsexe_version_update_-_792.pdf?content-disposition=attachment]
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RLGlobal_Data_Lake_Export to take advantage of Change Tracking🗓️ Completed: 07-10-2025
CR - RLG update RLGlobal_Data_Lake_Export to take advantage of Change Tracking-tech.docx.pdf 563.97 KB [https://api.blue.cc/uploads/cmcaph5di00u02jombfqr5q50/CR_-_RLG_update_RLGlobal_Data_Lake_Export_to_take_advantage_of_Change_Tracking-tech.docx.pdf?content-disposition=attachment]
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Mpact tables in Azure - remove additional column🗓️ Completed: 06-26-2025
Removing the additional column "datalake_last_updated" since these tables are populated via our pipelines and don't require this column.
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ERL Enhancement: Put on Hold on Carrier Assignment🗓️ Completed: 06-24-2025
Update ERL Flowlogix to put on Hold when carrier assigned.
View Task - 🗓️ Completed: 06-19-2025
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RLG MainSite: Form Fills to Pipedrive🗓️ Completed: 06-19-2025
HS761051_Mainsite_Rate_Quote_Pipe_Drive_PRD_CR.pdf 656.78 KB [https://api.blue.cc/uploads/cmc3crt5i001s2jweh5yoabd8/HS761051_Mainsite_Rate_Quote_Pipe_Drive_PRD_CR.pdf?content-disposition=attachment]
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SQL 2022 Cumulative Update 19 on servers🗓️ Completed: 06-19-2025
SQL 2022 PRD CU19 Update.pdf 650.47 KB [https://api.blue.cc/uploads/cmc3cpc4u001p2jwedm4b6va4/SQL_2022_PRD_CU19_Update.pdf?content-disposition=attachment]
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ABCO Fuel Vendor add for QuikQ/Loves🗓️ Completed: 06-12-2025
S-_ABCO_Fuel_Vendor_add_for_QuikQLoves_-_61.pdf 2.07 MB [https://api.blue.cc/uploads/cmbpsi3xq00kd1zosbek81y6g/S-_ABCO_Fuel_Vendor_add_for_QuikQLoves_-_61.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 06-10-2025
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Deploy updated Mobile Systems’ web sites and MDT services🗓️ Completed: 06-10-2025
Deploy updated Mobile Systems web sites and MDT Services. Release 87 - BUS.docx.pdf 1.02 MB [https://api.blue.cc/uploads/cmbjbkxl200qn1zri6mi03mf8/Deploy%20updated%20Mobile%20Systems%20web%20sites%20and%20MDT%20Services.%20Release%2087%20-%20BUS.docx.pdf?content-disposition=attachment]
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Cargowise SSL Cert Renewal eAdaptor🗓️ Completed: 06-05-2025
ChangeRequestHS766042.docx.pdf 934.24 KB [https://api.blue.cc/uploads/cmb9ubf8x00h91zpqc1el1z9c/ChangeRequestHS766042.docx.pdf?content-disposition=attachment]
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Configuring all users, groups, contacts and DLs to sync to Entra🗓️ Completed: 06-05-2025
543640 - Sync all users and groups to Entra ID.docx.pdf 920.95 KB [https://api.blue.cc/uploads/cmay6t9fc000f1zpp6xdu1ape/543640%20-%20Sync%20all%20users%20and%20groups%20to%20Entra%20ID.docx.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 06-05-2025
- 🗓️ Completed: 06-03-2025
- 🗓️ Completed: 05-30-2025
- 🗓️ Completed: 05-28-2025
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Cargowise Version Number: 24.10.30.898🗓️ Completed: 05-19-2025
Customs Clearance Updates The Customs Clearance enhancements focus primarily on US customs compliance, with significant improvements to reporting capabilities for tariffs, low-value entry processing, and vessel documentation. These updates streamline customs processes by adding more flexible filtering options, consolidating entry summaries, and enabling better tracking of specialized information like steel melt data and insurance values, resulting in more efficient customs clearance operations. 1. Additional Fields in Import Invoice Lines Report (US only) * Added fields: Provisional Additional Tariff Duty Rates, Steel Melt, and Aluminum Smelt Information * Benefit: Enhanced reporting capabilities for tariff duty rates and materials tracking, particularly important for metals subject to special import regulations 2. Consolidated Entry Summary from Low Value Entries (US only) * Creates a Consolidated Entry Summary from Low Value Entries module for Entry Type 11 duties and taxes * Benefit: Streamlined processing of entry types that aren't eligible for duty-free entry but are under $2,500 in value 3. Invoice Lines Report Expansion (US only) * Expanded Invoice Lines Report to include Additional Provisional Tariffs * Benefit: Better visibility and tracking of all provisional tariffs applied to import declarations 4. Low Value Entries Support for Entry Type 11 (US only) * Enhanced system to support Entry Type 11 submissions in bulk for eCommerce shipments * Benefit: Efficient processing of low-value imports that aren't eligible for duty-free entry under Entry Type 86 5. Product Listing Report Enhancement (US only) * Added five new Provisional Tariffs to product codes in the Product Listing Report * Benefit: More comprehensive reporting of all tariff types associated with products 6. Insurance Value on Stand Alone Brokerage Jobs (US only) * Added Insurance Value field to stand alone brokerage jobs under the Declaration tab * Benefit: Allows brokers to autorate insurance charges directly from these jobs using standard Insurance Value calculators 7. Vessel Stow Plan Bill of Lading Selection (US only) * Added ability to remove selected Bills of Lading from Stow Plan messages prior to CBP submission * Benefit: Greater flexibility in managing which bills are included in customs submissions, allowing for selective reporting when needed Forwarding - ComplianceWise and Accounting The Forwarding module updates primarily enhance the ComplianceWise functionality by introducing more flexible compliance risk handling. The changes allow users to bypass unnecessary commodity risk checks when appropriate, prevent automatic resynchronization of delivered jobs, and improve consolidation processing without attached shipments. These improvements, along with enhanced financial reporting through the Supply Type filtering, provide greater operational efficiency and more targeted risk management. 1. Non-blocking Commodities Compliance for Consols without Shipments * Consolidations with no attached shipments now have a non-blocking Commodities Compliance Risk status * Benefit: Allows users to perform restricted actions if Parties and Locations are 'Clear' without being blocked unnecessarily 2. Proceed without Commodity Risk Check Option * Configuration option to allow Forwarding Bookings and Shipments to proceed without commodity risk check * Benefit: Faster processing when commodity risk assessment isn't required, while still maintaining Denied Party Screening and Country/Region checks 3. Restricted Automatic Resynchronization of Jobs * Compliance Risk statuses only automatically resynchronized for current jobs, not delivered jobs * Benefit: Prevents unwanted modifications to compliance risk status of completed deliveries while maintaining accurate status for active jobs 4. Charge Code Analysis Detail Report Enhancement (Accounting) * Added Supply Type filter to Receivables and Payables Charge Code Analysis Detail reports * Added Tax Branch filter option (for future functionality) * Benefit: More precise filtering of charge lines by supply type classification, enabling better reporting and analysis of local vs. international servicesS-__Cargowise_Update_to_v-241030898_-_511.pdf 978.87 KB [https://api.blue.cc/uploads/cmagsnytb00ku1zumhbes2k2x/S-__Cargowise_Update_to_v-241030898_-_511.pdf?content-disposition=attachment]
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S- Deactivate DTA2(PFS) DPSSChedule🗓️ Completed: 05-19-2025
ChangeRequestHS761313 - TECH.docx.pdf 1.31 MB [https://api.blue.cc/uploads/cmaef91tj00gb1zumgcuig4rn/ChangeRequestHS761313%20-%20TECH.docx.pdf?content-disposition=attachment]
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Front MessageAnalytics csv file fix formatting issue🗓️ Completed: 05-16-2025
The daily Front data load process into Azure for the MessageAnalytics.csv file needs to be fixed in order to account for the bad formatting of the file provided from Front. Extra carriage returns are occurring is several of the lines.
View Task - 🗓️ Completed: 05-14-2025
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S- FlowLogix Project 57 - Elevated Risk🗓️ Completed: 05-14-2025
Change_TitleS-_FlowLogix_Project_57_-_Eleva.pdf 873.91 KB [https://api.blue.cc/uploads/cmaecbkgx00d51zum7bx010ld/Change_TitleS-_FlowLogix_Project_57_-_Eleva.pdf?content-disposition=attachment]
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Fix Front MessageAnalytics schema🗓️ Completed: 05-12-2025
Pipeline failed and schema for MessageAnalytics needs to be modified by expanding column TicketIds.
View Task - 🗓️ Completed: 05-09-2025
- 🗓️ Completed: 05-09-2025
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FMA's Tradeshow🗓️ Completed: 05-09-2025
* Sponsor listing with company logo and description in the Attendee Program Book * 1/4 Page Ad in the Attendee Program Book * 5.125” x 3.25” (130.17 mm x 82.5 mm)
View Task -
CW SSL Cert🗓️ Completed: 05-08-2025
ChangeRequestHS755628.docx 355.77 KB [https://api.blue.cc/uploads/cmacskyod00i81zsn18chay9q/ChangeRequestHS755628.docx?content-disposition=attachment]
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Automatic Revenue adds to Drayage Loads with AFC as Bill To🗓️ Completed: 05-08-2025
ChangeRequestHS757936.docx.pdf 1.04 MB [https://api.blue.cc/uploads/cm9vjacin004e1yu4ak6k706l/ChangeRequestHS757936.docx.pdf?content-disposition=attachment]
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TIBCO changes for carrier extra pay issue🗓️ Completed: 05-06-2025
PRD-CR_754627_S- Mercury Gate - Mcleod Integration - TIBCO changes for carrier extra pay issue-tech..pdf 1.21 MB [https://api.blue.cc/uploads/cmacsm98l00i91zsn4zhw8m85/PRD-CR_754627_S-%20Mercury%20Gate%20-%20Mcleod%20Integration%20-%20TIBCO%20changes%20for%20carrier%20extra%20pay%20issue-tech..pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 05-05-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
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AFC Branded Bond Renewal Page🗓️ Completed: 05-02-2025
AFC Branded Bond Renewal Page (this is as simple as it looks. just a checkout page on USA Customs for customs bond renewal in AFC branding) docs.google.com/document/d/1CdRO7yq5YlYRU_5KbDDsdSZZkhhjLpM-ESc12eI3yzg/edit?usp=sharing [https://docs.google.com/document/d/1CdRO7yq5YlYRU_5KbDDsdSZZkhhjLpM-ESc12eI3yzg/edit?usp=sharing] AFC you're going to have to look in the fs2 drive for branding assets, we don't normally design for their site. afcinternationalllc.com [https://www.afcinternationalllc.com/]
View Task - 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
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SSQ eForms Project🗓️ Completed: 05-01-2025
ChangeRequestHS757000 - BUS.docx.pdf 934.56 KB [https://api.blue.cc/uploads/cm9vjifcb004o1yu4f7699st4/ChangeRequestHS757000%20-%20BUS.docx.pdf?content-disposition=attachment]
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Cargowise Update to v-24.10.30.801 – to update tariff calculations🗓️ Completed: 04-24-2025
ChangeRequestHS754322.pdf 518.58 KB [https://api.blue.cc/uploads/cm9vmmhhz000q1yu45aln3ejp/ChangeRequestHS754322.pdf?content-disposition=attachment]
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Cargowise 24.10.30.478 to 24.10.30.704 - to fix Customs Declaration issues🗓️ Completed: 04-24-2025
ChangeRequestHS751521.pdf 517.75 KB [https://api.blue.cc/uploads/cm9vmkafr000p1yu463fccfjq/ChangeRequestHS751521.pdf?content-disposition=attachment]
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High Value Compliance Hold🗓️ Completed: 04-24-2025
HighValue-ChangeRequestHS756765 BUs.pdf 1.04 MB [https://api.blue.cc/uploads/cm9vjo724004r1yu42ym7ef82/HighValue-ChangeRequestHS756765%20BUs.pdf?content-disposition=attachment]
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JBOSS v249 and three Schema Changes for ABCO (TMS4)🗓️ Completed: 04-24-2025
JBOSS-ChangeRequestHS757018 - TECH.pdf 1.47 MB [https://api.blue.cc/uploads/cm9vjq4zy00021yu481rkgrda/JBOSS-ChangeRequestHS757018%20-%20TECH.pdf?content-disposition=attachment]
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SQL 2019 CU 30 installation🗓️ Completed: 04-24-2025
SQL 2019 PRD CU32 Update.docx.pdf 1.46 MB [https://api.blue.cc/uploads/cm9vk8vqi00141yu4930fg7kh/SQL%202019%20PRD%20CU32%20Update.docx.pdf?content-disposition=attachment]
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SQL 2022 Cumulative Update 17🗓️ Completed: 04-24-2025
SQL 2022 PRD CU17 Update.docx.pdf 1.41 MB [https://api.blue.cc/uploads/cm9vk6wc000111yu4g061a020/SQL%202022%20PRD%20CU17%20Update.docx.pdf?content-disposition=attachment]
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Global Feb25 Security Update🗓️ Completed: 04-24-2025
UiPath Global Feb25 Security Update - TECH.docx.pdf 1.33 MB [https://api.blue.cc/uploads/cm9vk4daq000z1yu4h2ui7mut/UiPath%20Global%20Feb25%20Security%20Update%20-%20TECH.docx.pdf?content-disposition=attachment]
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Adding table carrier_offer to the SSIS pack🗓️ Completed: 04-24-2025
#528787 DataLake - adding table carrier_offer to the SSIS package.docx.pdf 1.22 MB [https://api.blue.cc/uploads/cm9vk2kwg000r1yu4g71ddqqk/%23528787%20DataLake%20-%20adding%20%20table%20carrier_offer%20to%20the%20SSIS%20package.docx.pdf?content-disposition=attachment]
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Update of Java HeapConfigs🗓️ Completed: 04-24-2025
Java-ChangeRequestHS746095.pdf 927.24 KB [https://api.blue.cc/uploads/cm9vk1hzx000o1yu4dquh0h43/Java-ChangeRequestHS746095.pdf?content-disposition=attachment]
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Static Dispatch Project🗓️ Completed: 04-24-2025
StaticDispatch-ChangeRequestHS745824.pdf 995.81 KB [https://api.blue.cc/uploads/cm9vk009t000m1yu4c2j2ghzj/StaticDispatch-ChangeRequestHS745824.pdf?content-disposition=attachment]
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McLeod Schema Change🗓️ Completed: 04-24-2025
Schema-ChangeRequestHS749810 - BUS.pdf 922.9 KB [https://api.blue.cc/uploads/cm9vjv4nr000e1yu4br076xu9/Schema-ChangeRequestHS749810%20-%20BUS.pdf?content-disposition=attachment]
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SQL 2019 CU 32 install on RLPRDOLT32, RLPRDSECDB04\GALLAGHER, RLPRDSECDB03 servers🗓️ Completed: 04-24-2025
SQL 2019 PRD CU32 Update.docx.pdf 1.46 MB [https://api.blue.cc/uploads/cm9vjtk1a00091yu42dhtaqz8/SQL%202019%20PRD%20CU32%20Update.docx.pdf?content-disposition=attachment]
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SQL Server Bug Fix CSAMS export to ODS🗓️ Completed: 04-24-2025
537998 RLG Data Lake SQL Server Add Tables.docx.pdf 1.2 MB [https://api.blue.cc/uploads/cm9vjrrd000071yu48vyt3jqi/537998%20RLG%20Data%20Lake%20SQL%20Server%20Add%20Tables.docx.pdf?content-disposition=attachment]
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Update Logixboard triggers to upsert to prevent duplicate🗓️ Completed: 04-24-2025
CR - RLG update Logixboard triggers (redeploy)-tech.docx.pdf 1.19 MB [https://api.blue.cc/uploads/cm9vjfa1f004m1yu41z365cph/CR%20-%20RLG%20%20update%20Logixboard%20triggers%20(redeploy)-tech.docx.pdf?content-disposition=attachment]
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Customs Tariff Tracker Page - Update timeline & news sections🗓️ Completed: 04-15-2025
Updating timeline & news section of Customs tariff tracker page.
View Task - 🗓️ Completed: 03-10-2025
- 🗓️ Completed: 03-06-2025
- 🗓️ Completed: 03-04-2025
- 🗓️ Completed: 03-04-2025
- 🗓️ Completed: 03-04-2025
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Ian Morphy - Upcoming Bid🗓️ Completed: 02-26-2025
Wanted to share those documents to get “prettied up” we discussed yesterday. The PTLS Carriers 4-18-24… document is all the carriers with email addresses we’d look to send this out to. The other two attachments are the one’s that will be sent to the carriers so they can bid. We’d like to get the general information word document added to a separate tab in the PTLS – RL Global bid excel doc if possible. Also need to have that [email protected] [[email protected]] inbox created in front so the team can work any correspondence through there.
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API based powerbi inventory / dependencies🗓️ Completed: 02-26-2025
use an ADF pipeline calling powerbi APIs to determine a dependency graph so we know which reports depend on which objects and on which database.
View Task - 🗓️ Completed: 02-20-2025
- 🗓️ Completed: 02-20-2025
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Wiki Usage Report 02/07/2025 - 02/14/2025🗓️ Completed: 02-17-2025
Recoding Wiki usage data on Google spreadsheet for 02/07/2025 - 02/14/2025.
View Task - 🗓️ Completed: 02-10-2025
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CEP-Ameris Event🗓️ Completed: 02-05-2025
CEP invitation graphic. Convert the design to be high resolution for printing.
View Task - 🗓️ Completed: 02-05-2025
- 🗓️ Completed: 01-30-2025
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EML Wildfire Page🗓️ Completed: 01-28-2025
Design for EML Wildfire Page docs.google.com/document/d/1PFeNMy_innWhd4cIzvcx1ryQYzcJLWbA0PX-qOtAwAE/edit?usp=sharing [https://docs.google.com/document/d/1PFeNMy_innWhd4cIzvcx1ryQYzcJLWbA0PX-qOtAwAE/edit?usp=sharing] Design Assets: \\fs2\RLG\RLG UX\Microsite Web Design
View Task - 🗓️ Completed: 01-23-2025
- 🗓️ Completed: 12-18-2024
- 🗓️ Completed: 10-04-2024
⏳ Incomplete (28)
▼
- 🗓️ Due: 12-02-2025
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Florida Crossroads Commerce Park: Premier Industrial Warehouse Space in Ocala - Ocala Global🗓️ Due: 12-02-2025
View Task - 🗓️ Due: Not Set
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McLeod Turn on Audit Log for ABCO Driver PTA Dates🗓️ Due: 11-25-2025
This Change Request is to allow audit logs to be performed on Driver table for ABCO.
View Task -
Cargowise Upgrade v25.9.10.629🗓️ Due: 12-06-2025
This Change Request is to update Cargowise to the most recent version (25.9.10.629) to keep RLG up to date.
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CEP Annual Luncheon Sponsorship🗓️ Due: 02-02-2027
CEP Annual Luncheon Sponsor Date: February 2027 Location: World Equestrian Center - Expo 1 Expected Attendance: Over 1,200 CEP partners The Annual Luncheon is the largest gathering of the Ocala Metro’s business leaders each year. 2027 Sponsorship: * Business name listed on all event advertising * Sponsored business table located next to the stage * Crowd meet and greet as attendees enter and exit * Potential other opportunities that our team will suggest Opportunities start at $5,000
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CEP Ribbon Cutting & Ceremony🗓️ Due: 03-13-2026
Ribbon Cutting & Ceremony Date: March 11 or 12, 2026 Location: RLG branded, CEP Center of Job Creation building Expected Attendance: Approximately 30-35 CEP partners of our choosing (CEP board members, executive-tier partners and RLG prospects/partners) RLG To Provide: * Invite * Decor * RLG tent (if needed) * Team Members Onsite at Event: Who would you like to attend this event? ie. Sales team members for networking and opportunities Ameris Bank & CEP Provides: * Refreshments (beer, wine, and soda) * Event location (RLG/CEP Building) * CEP restaurant partner to provide light snacks * CEP will send, promote and invite partners Budget - $1,000 for giveaways and swag
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CEP Inside Industry with Ameris Bank🗓️ Due: 02-13-2026
Update 10/10/25: - Casino Royale at RLG (early Feb) - Ribbon Cutting & Reception (CEP Center for Job Creation - 303 SE Osceola Ave., Ocala, FL 34471) Erin from CEP wants to do the event 11/13.
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T-shirt slogan and graphics (SPM-29075)🗓️ Due: 12-20-2025
Lindsy Torres-King (OCF): We want to start brainstorming t-shirt slogan ideas and graphics for next year. I would like to do some sort of fun pun but open to other ideas. Here are some of my ideas so far: • Ship Happens, We Handle It • Logistically Speaking…We Deliver • We import it. We store it. We ship it. (from some of our marketing banners) • Get Ship Done (GSD- Rob’s new slogan in fireside chat) • All In, All Green We would need to keep the graphic to no more than three colors. Let me know if you’d like to set up a meeting to discuss. Just wanted to get the ball rolling on this project.
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Email #3 - Texas Triangle🗓️ Due: 09-30-2025
1. Objective (pick one): Conversion 2. Audience: transportation supply chain managers, Continental US moving freight through the Texas Triangle 3. Desired outcome/CTA: trying to deliver their sold goods by pallet to their customer who is waiting for it to arrive, 4. Context: 5. Channels in play: email 6. Constraints: 7. Success metric: open rate?? and click-through rate??, value of sales?? (obstructed) 8. Owner: Marketing, Collaborators, Approver(s): Steve, Abby, Rachel 9. Dates: Requested: 25Sep2025 Approved: 25Sep2025 Deadline: 26Sep2025 Submitted: 26Sep2025 11a Reviewed: 26Sep2025 2:30p Accepted: 10. Upload of previous materials. Previous emails received last week. Photos will be selected later.
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RLG Data Management Nov25 Security Update - 12/01/25 @ 8:30PM - S🗓️ Due: 12-01-2025
Patch Management is coordinating routine security maintenance on RLG Data Management. This scheduled maintenance is essential for ensuring system health and security. User impact is expected to be minimal, however the system may be offline intermittently and/or users may experience minor system slowness during the reboot window(s). The reboot is expected to take approximately 30-45 min, however up to 90 minutes in some cases.
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TailorShop Template Record🗓️ Due: Not Set
Requestor: Name Request: Paste request from Front or email Objective: (pick one) Lead, Pipeline acceleration, Education, Event, Retention, Conversion repair, Partner recruitment Audience: segment, vertical, buyer role, geography Desired outcome/CTA: book call, register, download, request quote, etc. Context: current assets, deal details, blockers, key dates Channels in play: web, email, paid, field, etc. Constraints: budget, timing, approvals, compliance Success metric: volume + quality target, due date Stakeholders: Owner (Sales), Collaborators, Approver(s) Dates: Requested: Approved: Deadline: Last Outfit: Upload of previous materials, if applicable, or similar example perhaps of competitor materials
View Task -
Blog Conversions Project🗓️ Due: 11-22-2025
Create a list of all Jacob's articles (Nic) and find out which convert (Carlos). Run it through all Bots. Tell us why these convert. The bots have been disagreeing.
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Global Huddle – Project Description🗓️ Due: Not Set
Objective Plan, produce, and publish each Global Huddle issue, including video segments, written content, photos, and layouts, for internal communication and engagement. Key Components 1. Video Segments * What’s Up with Rob? – Select topic, script, approve, coordinate Rob/guest/film crew schedule, film, edit, and publish to TV. * Elevator Pitch – Determine topic, script, film, edit, and publish to TV. 2. Content & Story Gathering * “Rob Said It” backup segment (short commentary if video unavailable). * Department updates * Employee engagement highlights * HR updates * Meet Your Teammate feature * Survey 3. Photos & Media 4. Writing & Internal Comms 5. Layout, Design & Publishing
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Email #3 - Expedited🗓️ Due: 09-30-2025
1. Objective (pick one): Conversion 2. Audience: transportation supply chain managers, Continental US moving freight through the Texas Triangle 3. Desired outcome/CTA: trying to deliver their sold goods by pallet to their customer who is waiting for it to arrive, 4. Context: 5. Channels in play: email 6. Constraints: limited time or top of mind for next crisis 7. Success metric: open rate?? and click-through rate??, value of sales?? (obstructed) 8. Owner: Marketing, Collaborators, Approver(s): Steve, Abby, Rachel 9. Dates: Requested: 25Sep2025 Approved: 25Sep2025 Deadline: 26Sep2025 Submitted: 26Sep2025 11a Reviewed: 26Sep2025 2:30p Accepted: 10. Upload of previous materials. Previous emails received last week. Photos will be selected later.
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Microsites: Email Sign Up Incentives🗓️ Due: 10-03-2025
Requestor: Steve, Abby Request: As an email marketer, I would like to offer a incentive for site visitors to sign up for the email list for each microsite, so that I can expand the list size with relevant recipients who will buy products I sell. Success Criteria: All microsites have a engaging offer that is possible to create. Lives: docs.google.com/spreadsheets/d/1bP3rOoYYRfG0Qpyy75YGVDC3O5c0B58V5DNZp8O0-wg/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1bP3rOoYYRfG0Qpyy75YGVDC3O5c0B58V5DNZp8O0-wg/edit?usp=sharing]
View Task - 🗓️ Due: Not Set
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Agentic Lead Generation🗓️ Due: 10-18-2025
Requestor: Steve Crandall, Marketing Request: using agents, scrape, clean, and curate a list of industry leaders to drop into marketing and sales funnels. * Find manufacturers in the U.S. with logistics dependencies. * For each company, identify C-suite executives & relevant decision-makers. * Pull available financials, company size, industry codes, logistics products/services, utilizing public information from industry websites, corporate filings, LinkedIn, social media. * Clean, standardize, and deduplicate data across agents. * Standardize output for funnels (Email Marketing, Pipeline) 1. Objective: Lead generation 2. Audience: internal, Sales, Marketing 3. Desired outcome/CTA: List of industry leaders to drop into marketing and sales funnels. 4. Context: We have current customers that can identify industries with expansion opportunities in the next year. Blockers include agential access to data requiring Turing test to access. Key dates include: Tariffs taking affect in August and October. Major shipping dates preceding Black Friday and 1st quarter budget decisions. 5. Channels in play: agential configuration platform 6. Constraints: budget, timing, approvals, compliance 7. Success metric: 2 true positives by 17Oct2025 8. Owner: Marketing Collaborators: Sales Approver: Steve Crandall 9. Dates: Requested 18Sep2025 Approved: Deadline: 17Oct2025 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials: Need list of specific industries of our current customers to seed the process.
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Cargo Export blog (new)🗓️ Due: Not Set
Aarticle for Cargo Export Keyword: denied parties screening / Volume: 30 / Keyword difficulty: 9%
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Fitting Test🗓️ Due: Not Set
* Have all items in the campaign brief been answered? * Does the request map to a catalog need above? * Is the goal clear and measurable? * Is the audience/CTA clear and measurable? * Will we be able to create the garment with the tools we have or will we need to outsource (buy a new product to receive the desired outcome?) * Do we have data/insight to choose the right garment? If not, add a 30‑min discovery. * Are timelines feasible under SLA? If not, propose a phased plan.
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Auto Rate Calculator Content Pages🗓️ Due: 08-02-2025
Create a lead generation page that will qualify clients to use the new auto rate calculator tool on the Truckload site
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Mexico🗓️ Due: Not Set
Internal (educational and job aid) and external (sales)information for Mexico services.
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Leaderboard
Andrew Davidson 74 projects completed
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Fundamentals
67 tasks ▼
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CargoWise Data Pulls - Revision on Flow🗓️ Completed: 11-21-2025
This request is linked to the CargoWise Invoice Audit: https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0] Rob Bowman requested that we reduce the gigs pulling from CW directly into the Data Warehouse, as this is causing unnecessary costs. Requested flow will be from CW to Data Lake; then move required data to Data Warehouse.
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N.A. Ground Division Growth Initiative - Phase 1🗓️ Completed: 11-12-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
View Task - 🗓️ Completed: 11-07-2025
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Customs: Sales Data Report Automation🗓️ Completed: 11-03-2025
We are exploring ways to automate our Customs Sales Data report, which currently aggregates information from various sources. Given the complexity and diversity of these data sources, this automation process will require careful planning and is expected to take some time. The report incorporates data from the following services, each presenting unique challenges: Fluent Forms (USACC) Stripe Google Analytics 4 (GA4) Google Ads (Looker) LiveChat CallRail
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Google Analytics -> Datalake🗓️ Completed: 11-03-2025
pull microsite traffic data from google analytics, through bigquery, into the datalake.
View Task - 🗓️ Completed: 11-03-2025
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Gap Route Optimization (SPM-32475)🗓️ Completed: 10-22-2025
From Matt to Andrew: I was pointed your way to help assist in organizing the attached data. Do you have sometime this week or next week to hop on a call with a couple of us to discuss in more detail?
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PipeDrive Start Wizard: Predictive Pricing Model🗓️ Completed: 09-24-2025
Add a predictive AI fueled pricing model to the Pipedrive START Wizard
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Leadership Meeting: Update Survey Report & Bid Pricing (SPM-25763)🗓️ Completed: 09-05-2025
Urgent Project Request for Leadership: Update the Survey PowerBi report based on feedback obtained from Leadership. Needed by EOD / Tomorrow at latest for a leadership meeting 1. Page YoY – Q2: Timely Communication not doing percent calculation – Benson 2. Page RLC Survey Feedback 2 – Q5 chart is not right, needs to look like Q6 and Q7 but list out all branches in a table or vertical bar chart - Benson 3. Add in # of Sent emails and update response KPI Cards – Andrew & Benson 2025 Domestic and International = 427 Sent 4. We need to update the RLC VP Names on Feedback - Benson 5. Two new fields onto Domestic and International form: OpenAI Summarization on comment field and a field for sentiment on form – Need implemented moving forward and update previous form fills - Dylan 6. After AI complete – repull form data and update Feedback page to add in a chart on sentiment – Andrew & Benson 7. Add vlog comparison to survey report – Andrew 8. Bid pricing tied to RLC - Andrew to work with Tom and Rob C.
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Contract Classification and Auto Rating: Strategic Account Analysis (SPM-19492)🗓️ Completed: 09-04-2025
Purpose: Provide tech integration that feeds the Data Lake ensuring system fields are synced and scalable for strategic account reporting. Problem: Today the system does not have a way to identify strategic customers and provide a scalable solution for reporting purposes Andrew is responsible for adding field in McLeod, and McLeod side Elijah is responsible for Pipedrive side
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PowerBI: Underutilized Accounts🗓️ Completed: 08-27-2025
Rob wants to know how much money we’re missing out on due to underutilized accounts. Andrew and Colin are going to start by illustrating how utilizing existing accounts has a clearer tie to margin than getting new accounts and also creating some reports on under-utilization based on lead score. Rob wants Andrew to work on telling the story of undersold accounts from the customer side and Collin to do it from the salesperson side. So Andrew will be talking about how many accounts are unused or under-used and so on. Will working mostly in PowerBI but haven’t published anything yet.
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(SPM-21293) Issue Tracker to Data Lake Enhancement🗓️ Completed: 08-25-2025
Please update the Issue Tracker Integration to the DataLake to keep all records even if a record is deleted in Issue Tracker. Allow existing records to be updated in the database if new data points present but do not delete records from the Datalake. This will allow us to Purge the Issue Tracker database for Application optimization and keep historical reporting in PowerBi.
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Customer Sales Call Priority🗓️ Completed: 08-07-2025
Kelly wants a smart way to tell his sales people "Call these customers for these reasons" based on shipping trends with that customer (dip in business means we should prioritize calling them), how recently we've been in contact (If I called yesterday I don't need to call again today), and possibly other features. Ed at some point had a similar initiative so we're going to put heads together and come up with a plan.
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Carrier Relations report Extension🗓️ Completed: 08-06-2025
carrier relations report needs a few additions 1) drill through for deactivated customers 2) performance metrics coming from front [waiting on a new tag to be created first] 3) performance metrics coming from McLeod [need to pull prospect_activities table in the datalake]
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New CPE Incentive Plans🗓️ Completed: 08-04-2025
Capacity Procurement Executive II - Special Services 2025.04.01 - Copy.docx 101.02 KB [https://api.blue.cc/uploads/cm99vg8u8001k1yrxej2t8p7n/Capacity%20Procurement%20Executive%20II%20-%20Special%20Services%202025.04.01%20-%20Copy.docx?content-disposition=attachment]Capacity Procurement Executive II 2025.04.01 - Copy.docx 96.11 KB [https://api.blue.cc/uploads/cm99vg8u9001l1yrx7kv8fh5b/Capacity%20Procurement%20Executive%20II%202025.04.01%20-%20Copy.docx?content-disposition=attachment]Director of Carrier Sales & Development 2025.01.01 - Copy.docx 94.92 KB [https://api.blue.cc/uploads/cm99vg8to001h1yrx0otz4kj7/Director%20of%20Carrier%20Sales%20%26%20Development%202025.01.01%20-%20Copy.docx?content-disposition=attachment]Operations Manager 2025.01.01 - Copy.docx 239.06 KB [https://api.blue.cc/uploads/cm99vg8vo001m1yrx3rgvfg2k/Operations%20Manager%202025.01.01%20-%20Copy.docx?content-disposition=attachment]Strategic Procurement Executive 2025.04.01 - Copy.docx 102.29 KB [https://api.blue.cc/uploads/cm99vg8tq001i1yrx88ezbwbu/Strategic%20Procurement%20Executive%202025.04.01%20-%20Copy.docx?content-disposition=attachment]SWIIFT Start Plan 2025.03.01.docx 177.07 KB [https://api.blue.cc/uploads/cm99vg8tv001j1yrx9j7har2j/SWIIFT%20Start%20Plan%202025.03.01.docx?content-disposition=attachment] Of these 6 different plans, the CPE II, SPE, and CPE II - Special Services are all basically the same in form. The Manager & Director incentives are also very similar to these 3 except they lack the "individual" contribution portion. The SWIIFT plan is the only one entirely not like the others. This goes into effect 2025 Q2 which means I have until the end of the quarter to get it working exactly as desired. The final deliverable is a powerBI report that will show the incentive payout for each employee under these plans and, to the extent that is is reasonable, the details explaining why the amount is what it is.
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Strategic Account analysis🗓️ Completed: 07-29-2025
Strategic account analysis report needs to have a few major changes 1. the current system of filters is far too complicated. We shouldn't require a training document just to use a report. 2. The current data model is too complicated with many duplicate measures. 3. There should be a singular, easy to read, executive summary page.
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transfix flatbed data🗓️ Completed: 07-28-2025
transfix can now train on flatbed data so I need to send it to them. Transfix Flatbed Data Ingestion Template + Go-Live Process for R&L.msg 94 KB [https://api.blue.cc/uploads/cmdhes7ry000p2jr8hw8z44f1/Transfix_Flatbed_Data_Ingestion_Template_Go-Live_Process_for_R_L.msg?content-disposition=attachment]Transfix Cost Model Training Data Contract _ Flatbed Release _ v1.4.0 _ as-of 7_17_2025.xlsx 15.37 KB [https://api.blue.cc/uploads/cmdhespwv000u2jr80uhxhebv/Transfix_Cost_Model_Training_Data_Contract_Flatbed_Release_v1.4.0_as-of_7_17_2025.xlsx?content-disposition=attachment]
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CW Upgrade🗓️ Completed: 07-21-2025
CW upgraded to version 25.4.7.428. Need to update the datalake tables and data feed.
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escrow and driver table from mcleod into datalake🗓️ Completed: 07-09-2025
rlglobal.frontapp.com/inboxes/teammates/15476050/assigned/open/109283344210 [https://rlglobal.frontapp.com/inboxes/teammates/15476050/assigned/open/109283344210]
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new pipedrive org field - IAE🗓️ Completed: 07-07-2025
IAE field added to pipedrive organization. Want to pull it into datalake
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McLeod Change Tracking🗓️ Completed: 06-24-2025
use change tracking in mcleod to make the ssis way faster and less complicated pipeline.
View Task - 🗓️ Completed: 06-13-2025
- 🗓️ Completed: 05-28-2025
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Insurance Trend Report Updates🗓️ Completed: 05-28-2025
Want to see insurance for order statuses Want to see details on voided orders with insurance (see the customer, ae, etc) Customer trends YoY Margin for may - Overview page Insurance sold for the current month (# orders & $margin) (use ordered date) Orders billed for the current month (use delivered date) Margin for current month (use delivered date) CRG By Order date More lines on trends (Wants to see by status with D and V being the most important) See every day what the voids and totals were (how many voided on X date) Trends YoY Reporting period box - Important for Vince - would like pick just month as well - Verify that the dates selected are the dates being calculated even if the chart title doesn't reflect that - can title change based on what's selected filtering out voids Proper names for statuses - Available for A, Delivered for D, etc Small descriptions on each page to help let the user know what the page is showing by delivered or ordered date - forecast vs actual Insured orders, revenue, columns too wide - stack words
View Task - 🗓️ Completed: 05-21-2025
- 🗓️ Completed: 05-19-2025
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Pipedrive Adoption Report🗓️ Completed: 05-19-2025
we want to see, over time, how folks are using pipedrive vs mcleod and within pipedrive how many are using START.
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McLeod: Insurance SSQ Dashboard🗓️ Completed: 05-14-2025
An Order will have an other charge with charge code CRG when Insurance is accepted. If the CRG charge is 0 then insurance was declined. the PowerBI report vince had doesn't update until delivered - this is good, but he like the forecast info this report that Andrew does to give him an indicator of what he might expect out of it
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PowerBi: Strategic Account Temperature Report🗓️ Completed: 05-09-2025
Strategic Account Bid Management Enhancement Project - Develop a solution to track, analyze, and report on customer bid requests and commitments across strategic accounts, starting with Highline Warren. Focus on optimizing bid processing workflow and creating comprehensive performance analytics.
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Devops Pipeline for generic SQL executions🗓️ Completed: 05-09-2025
need to be able to execute arbitrary sql scripts during deployment. validation needs to check no view, proc, external table, or functions are touched by these executables. deployment needs to involve a list of scripts delimited in some way within the file and then they will be run sequentially.
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Glovis routes🗓️ Completed: 04-24-2025
glovis handles hyundai and kia, they sent us a list of historical delivery data from 2 distribution centers in CA to a bunch of dealerships throughout CA, NV, AZ, and UT. I need to attempt to do some route optimization.Appendix2_MW1MW2 DDS Bid Template_Release.xlsx 73.13 KB [https://api.blue.cc/uploads/cm9sh6gjj00d81xtldfzlgn4g/Appendix2_MW1MW2%20DDS%20Bid%20Template_Release.xlsx?content-disposition=attachment]Appendix4_MW1&MW2 DDS Volumes_Release.xlsb 17.83 MB [https://api.blue.cc/uploads/cm9sh6gjk00d91xtlc2kr9eve/Appendix4_MW1%26MW2%20DDS%20Volumes_Release.xlsb?content-disposition=attachment]
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logixboard fixes🗓️ Completed: 04-24-2025
logixboard stored proc has been timing out a lot. Might be tied to overall mcleod slowness today but there's also over 14000 entries for the same order in one of the tables so changing the logic to upsert will be helpful.
View Task - 🗓️ Completed: 04-10-2025
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pipedrive unassigned / reassigned orgs🗓️ Completed: 04-04-2025
each week we need to run a process that compares mcleod customer - salesperson to the pipedrive organization - owner and update the differences in pipedrive.
View Task - 🗓️ Completed: 04-04-2025
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mcleod bids pbi🗓️ Completed: 04-04-2025
ricardo had a bids pbi report, update that and link it to actual shipments.
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Webex Channels / Oracle Research🗓️ Completed: 03-31-2025
Research the following: * Limiting the ability to allow users to leave from a Webex channel (we don't want users to remove themselves) * Adding users to different channels over the API based on their hire date, role, and work location Enhancement as of 3/21: * Have a bot be able to show a form that can create a new space and accept a excel / some spreadsheet and add that list of users to the created space / channel
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improved lane identification🗓️ Completed: 03-28-2025
identify lanes using clustering approach based on lat/lng instead of city state or zip. Find top lanes this way and compare.
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Phone Report Enhancement🗓️ Completed: 03-28-2025
Currently the Phone Report is used to track how many phone calls our employees are making as well as how many of those calls are evaluated by managers. This data comes from Finesse & Calabrio. Within each of those systems there is also a team structure defined but in our report the team > branch > division is entirely manually maintained. We should switch to using either Calabrio person > team > group or the finesse equivalent in the report so that it can be maintained in the application and have the report reflect that.
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Get Employee Data Direct From Oracle🗓️ Completed: 03-27-2025
Currently some oracle data flows into the on prem DW staging database and then is used to create the DS_EMployee_SCD table which subsequently creates the DailyEmployeeRecord table and feeds all the incentive stuff. Eventually all of the incentives need to be reworked but step 0 is getting the employee data. Additionally I will be recreating the DS_EMployee_SCD proc because the current one has some questionable effective dates.
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RL Tools: AE Re-assignment Update🗓️ Completed: 03-19-2025
RL Tools App has a feature to reassign McLeod customers for AEs that have Termed - We need to update how this tool updates the customers to use the API instead so McLeod will trigger a rapid alert to update PipeDrive.
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fluentforms-payment notes🗓️ Completed: 03-18-2025
As part of the fluent forms data there is a field called "payment_note" which includes details about the stripe transaction related to that form submission. The field is stored as a PHP serialized object so I first need a python script to convert to JSON then a dataflow to save into SQL. There are some sensitive fields regarding credit card info that will not be saved.
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Improve Databricks ADF Authentication Security🗓️ Completed: 03-17-2025
databricks notebooks should NOT hardcode any sort of credentials for accessing azure blob or databases.
View Task - 🗓️ Completed: 03-14-2025
- 🗓️ Completed: 03-11-2025
- 🗓️ Completed: 03-11-2025
- 🗓️ Completed: 03-10-2025
- 🗓️ Completed: 03-06-2025
- 🗓️ Completed: 03-04-2025
- 🗓️ Completed: 03-04-2025
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DataLake: Process to Import CPE PipeDrive into Datalake🗓️ Completed: 03-04-2025
Set up Process to import CPE PipeDrive into DataLake
View Task - 🗓️ Completed: 03-04-2025
- 🗓️ Completed: 03-03-2025
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Customs bonds refunds🗓️ Completed: 02-27-2025
Host of different queries for data out of cargowise and maintaining the source of truth spreadsheet for the team
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API based powerbi inventory / dependencies🗓️ Completed: 02-26-2025
use an ADF pipeline calling powerbi APIs to determine a dependency graph so we know which reports depend on which objects and on which database.
View Task - 🗓️ Completed: 02-20-2025
- 🗓️ Completed: 02-20-2025
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Transfix PowerBI🗓️ Completed: 02-18-2025
Create Power BI dashboard for current Transfix data pulling from START Wizard
View Task - 🗓️ Completed: 01-30-2025
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table size auditing over time🗓️ Completed: 01-29-2025
We want to see how many rows are in each table in RLG_DW saves off each day. This way we can build diagnostic tools and alerts if things start growing (or shrinking) rapidly
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CW Automated Schema Updates🗓️ Completed: 01-29-2025
Every 5 weeks or so CW pushed an update that may break zero or more of our tables by changing their schemas (adding columns, removing columns, or changing data types). The goal of this project is to automate this upgrade process into RLG_DW.cargowise schema updates.drawio 22.01 KB [https://api.blue.cc/uploads/cm65d1o1z0e6k2lpq9jij2h9t/cargowise%20schema%20updates.drawio?content-disposition=attachment]
View Task - 🗓️ Completed: 01-13-2025
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Q1 2025 | Cargowise data pipeline🗓️ Completed: 01-09-2025
redo the cargowise data pipelines & physicalize all the cargowise tables in RLG_DW. Possibly also automate the upgrade process but that might be it's own task.
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track & trace enhancements🗓️ Completed: 01-08-2025
need to use Mcleod users data to populate names for folks not in Oracle. Need to see total # of manual callins made by a user during a time period.
View Task - 🗓️ Completed: 01-08-2025
- 🗓️ Completed: 12-30-2024
- 🗓️ Completed: 12-18-2024
Approved
1 tasks ▼
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S- Cargowise Upgrade v25.6.18.447🗓️ Completed: 10-24-2025
This Change Request is to update Cargowise to the most recent version (25.6.18.447) to provide tariff updates.
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Parking Lot
1 tasks ▼
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Multiple destinations for install of machines (SPM-32472)🗓️ Completed: 10-22-2025
Per Erica R - bidding on a project that requires one unit per location.
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On Deck
2 tasks ▼
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ABCO Escrow & IC Receivables Report🗓️ Completed: 09-26-2025
Project Title Report - ABCO Escrow & IC Receivables Who: ABCO Operations/Settlement When: Needed What: Need a Susan A or BI report that will show the total of 3 GL Accounts weekly totals for a quarter and a time. This is necessary to determine if interest is owed to an IC each quarter because we are holding more of their money that they owe on Settlement each week. Why: It would be a tedious manual computation Benefit: Manual calculations may result in errors, like forgetting to add IC deductions or Escrow Deposits incorrectly. This can result in over paying an IC. A calculation error can cause driver dissatisfaction. With this report, a statement can be printed for each IC of the activity of company paid expenses less current Escrow balances. Acceptance Criteria/Requirements: Need a Quarterly Report (each April, July, October, January) showing weekly totals of the sum of Escrow balance (escrow_transaction.effect = B) from the prior Friday (example 6/20) less amounts posted to 11242 & 11244 for the week ending the following Friday (example 6/27). See attached file (Desired Report tab) for example.
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Glovis route optimization🗓️ Completed: 08-05-2025
Glovis wants us to bid on another set of lanes for hyundai/kia. I'll need to perform the same sort of route optimization as before so we can do those bids intelligently.
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Game Changers
3 tasks ▼
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Project: Transfix🗓️ Completed: 02-27-2025
Work with Operations and Sales to implement Transfix, a new pricing tool for determining customer rates. We’ve rolled out Transfix as part of START Wizard, replacing DAT as the pricing option. We’re currently reviewing options on how to enhancement the user experience and interface. Transfix will also be releasing a version for operations and pricing, which we plan to integrate in the future for our operations team members.
View Task - 🗓️ Completed: 02-17-2025
- 🗓️ Completed: 12-31-2024
Dylan Kazmierczak 63 projects completed
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Fundamentals
60 tasks ▼
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ABCO Phase 2 tracking for api🗓️ Completed: 11-21-2025
Helmsman has requested enhanced shipment visibility for all ABCO loads. Based on Robert’s feedback, the goal is to provide real-time tracking updates throughout the shipment lifecycle, including the following key milestones: * Arrived to Shipper * Loaded * In Transit / Location Updates * Arrived to Consignee * Delivered In addition to these status updates, Helmsman would like access to supporting shipment documentation, including Bills of Lading (BOLs) and Proofs of Delivery (PODs). The reference to PODs is understood to also include invoices associated with each completed delivery.Planimatik API - Provider Technical Documentation_ (1).pdf 660.19 KB [https://api.blue.cc/uploads/cmhuo7ylk00011esfg7z37yb6/Planimatik_API_-_Provider_Technical_Documentation_1_.pdf?content-disposition=attachment]
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Flowlogix Billing - 5 Day Hold🗓️ Completed: 11-19-2025
Problem: Purchase orders currently move to billing as soon as they are delivered. The purchase team needs a few days to be able to review and adjust both customer charges and carrier pay items before it transfers to billing. Allowing a few days delay will cut down on the Order Correction Forms being created by the Purchase team and worked by the Billing team.
View Task - 🗓️ Completed: 11-13-2025
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Qued Set Up🗓️ Completed: 11-13-2025
Request is to add integration for Qued. Requirements: · Set us up as a McLeod User with Ops level permissions · Send us the API URL and configure our user with an authentication token / username & password (instructions attached if needed): The API token is: fb10a6e6-c7f4-4670-a59f-e73197575754 · Create 7 Appointment Statuses · Create 4 rapid alerts · Below are the 7 appointment statuses and color codes to be created in McLeod: [https://api.blue.cc/uploads/cmhw37be300161eqt9ex80hz8/image.png]image.png 17.76 KB [https://api.blue.cc/uploads/cmhw37be300161eqt9ex80hz8/image.png?content-disposition=attachment]ABTS _ Qued Rapid Alerts.docx 2.66 MB [https://api.blue.cc/uploads/cmhw35e6c00141eqtcgkc7roq/ABTS_Qued_Rapid_Alerts.docx?content-disposition=attachment]McLeod User and Authentication Setup (2).pdf 380.3 KB [https://api.blue.cc/uploads/cmhw35dsk000y1fq2916t7qwy/McLeod_User_and_Authentication_Setup_2_.pdf?content-disposition=attachment]
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N.A. Ground Division Growth Initiative - Phase 1🗓️ Completed: 11-12-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
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Wiki Tool - RLC Track and Trace🗓️ Completed: 11-07-2025
Track and trace tool on the Wiki for CPE usage. Currently living on the staging Wiki.
View Task - 🗓️ Completed: 11-03-2025
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ABCO set up for MacroPoint tracking (SPM-32580)🗓️ Completed: 10-28-2025
ABCO brand new customer Helmsman Solutions is requesting API integration through Planimatik. This is a new customer to ABCO and they have strict tracking requirements that we need to meet in order to do business with them. Requirements: Phase 1 Tracking: 1. Send location string updates to Tracking endpoints (Callins ?) Phase 2 Bidding: 1. Customer Post Load to us 2. ABCO Submits Bid 3. Customer Award to us 4. FlowLogix does Rate Con (Email) Credentials USER: [email protected] [[email protected]] DOC CARRIER: https://docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0 [https://urldefense.com/v3/__https:/docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUCpeH8II$] API URL: https://pre-api-planning.cargobot.io [https://urldefense.com/v3/__https:/pre-api-planning.cargobot.io__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUDddJ80v$] API KEY: aMy1cbZRYONsddOZFOku6y2pF6jOhrmAcEEsErBf6jOfv7Zyt7pRNxEm1jQohtKm DOCU PROVIDER Planimatik API - Provider Technical Documentation_.pdf 660.19 KB [https://api.blue.cc/uploads/cmgp8oajm00ga27pwahjmhkxz/Planimatik_API_-_Provider_Technical_Documentation_.pdf?content-disposition=attachment]
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RLG Blue Dashboard: Azure Login & Upvote🗓️ Completed: 10-10-2025
Jagadeesh and Dominick have a Microsoft SSO in Dominick's update for RLG Blue. We want the Microsoft SSO to replace the global password. The Microsoft SSO would need to work for any UI endpoint in the app and any new ones that are added. Since we are adding in the Microsoft SSO, we would now be able to identify the individuals that are upvoting on projects. We would like to revisit implementing Upvotes with this project as well.
View Task - 🗓️ Completed: 10-08-2025
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PipeDrive Start Wizard: Predictive Pricing Model🗓️ Completed: 09-24-2025
Add a predictive AI fueled pricing model to the Pipedrive START Wizard
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Flowlogix: BSWF Purchase Queue🗓️ Completed: 09-16-2025
Adjust existing queue for Purchase (revenue code V) orders for specific Customer codes. See ticket for additional details - For both Billing and Settlement https://rlgloballogistics.teamwork.com/desk/tickets/90262854/messages [https://rlgloballogistics.teamwork.com/desk/tickets/90262854/messages]
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Leadership Meeting: Update Survey Report & Bid Pricing (SPM-25763)🗓️ Completed: 09-05-2025
Urgent Project Request for Leadership: Update the Survey PowerBi report based on feedback obtained from Leadership. Needed by EOD / Tomorrow at latest for a leadership meeting 1. Page YoY – Q2: Timely Communication not doing percent calculation – Benson 2. Page RLC Survey Feedback 2 – Q5 chart is not right, needs to look like Q6 and Q7 but list out all branches in a table or vertical bar chart - Benson 3. Add in # of Sent emails and update response KPI Cards – Andrew & Benson 2025 Domestic and International = 427 Sent 4. We need to update the RLC VP Names on Feedback - Benson 5. Two new fields onto Domestic and International form: OpenAI Summarization on comment field and a field for sentiment on form – Need implemented moving forward and update previous form fills - Dylan 6. After AI complete – repull form data and update Feedback page to add in a chart on sentiment – Andrew & Benson 7. Add vlog comparison to survey report – Andrew 8. Bid pricing tied to RLC - Andrew to work with Tom and Rob C.
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Pipedrive Feature Request: Lead Loader Campaigns Field Added🗓️ Completed: 08-14-2025
* Feature Request: Looking to connect the "Campaigns" custom field found on the org into the lead load. * Feature Need: This would allow the business dev team to add custom campaign names to this field when load leads. * Feature Benefit: This would allow us properly track campaign lead performance.
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Blue Dashboard: Implement Scorecard & Upvote🗓️ Completed: 08-13-2025
Implement Scorecard feature and Upvote capability Sort by capability for scorecard and upvote
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Company Survey Questions 2025 (SPM-18683)🗓️ Completed: 08-12-2025
Project request requiring a developer and marketing. Need a survey created, a broadcast email created, and analytics/results when the survey is completed.
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PipeDrive: Special Services Revenue Code Determination🗓️ Completed: 08-06-2025
Final Mile (Special Services) Rules The following criteria in a load should trigger a FM*** revenue code order (rev code subject to change to special services – Justin leading). Meeting at least two of these should trigger the rev code. This will address sprinters and straight trucks falling in the V*** rev code. 1. 12 standard pallets (48x48x48) or fewer 2. 9,500lbs or under 3. Equipment: 1. CV (cargo van) 2. SPR (sprinter van) 3. SB (straight box truck) 4. STR (straight truck) ** we would like to make dimensions a required field (can we also do this for Tradeshow revenue codes?) Expedite The following criteria in a load should trigger a E*** revenue code. 1. Picks up in less than 5 business hours from when order is entered 2. Time should be measured between order entry and scheduled late arrival at shipper 3. Business hours include order entered at 1600 with next day pickup of 0800 4. Anything picking up within 5 business hours of the same day 5. Requires a team and is time sensitive (driver doesn’t rest) 6. Can include any trailer type (mode of transport) ** we would like to make dimensions a required field LTL The follow criteria would be for L*** revenue codes ** we would like to make dimensions a required field ***we would like to make freight class and service level a required field
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Request: Bond Purchases of Microsite and Pipedrive🗓️ Completed: 07-25-2025
We want to turn Bond Purchases back on for Customs and Integrate with Pipedrive Bond Purchase Form Adjustments: 1. Add Checkbox that says by purchasing this bond you agree to use us as the majority clearance broker on file in any rolling 12 month cycle. Bond Application Adjustments: New Bond Application will need to be wired up Include W-9 for download Power of Attorneyfw9.pdf 137.51 KB [https://api.blue.cc/uploads/cmd6gevt100a42jtnbql75imj/fw9.pdf?content-disposition=attachment] 2025epiccustomsbondapplication.pdf 357.37 KB [https://api.blue.cc/uploads/cmd7iy2of005d2jtn2n533wn8/2025epiccustomsbondapplication.pdf?content-disposition=attachment] EMAIL NOTIFICATIONS: Bond Purchase Form - Need Admin Email to Steve Crandall, Abby Blystra, David Ward, Brenda Durham - Business Email to [email protected] [[email protected]] - Set Reply To email to [email protected] [[email protected]] OR setup a forward from [email protected] [[email protected]] to the [email protected] [[email protected]] inbox in cpanel Customs Bond Application Form - Need Admin Email to Steve Crandall, Abby Blystra, David Ward, Brenda Durham - Business Email to [email protected] [[email protected]] - Set Reply To email to [email protected] [[email protected]] OR setup a forward from [email protected] [[email protected]] to the [email protected] [[email protected]] inbox in cpanel FRONT RULES: * We need a rule that reads the subject line from the USA Customs Clearance “new order” template email * It needs to read the last 3 words “Continuous Customs Bond” and tag it in front with the “New Bond Request” tag * The rule needs to also assign it to Amy Mileham [https://api.blue.cc/uploads/cmd97yun900dp2ju37il54vmi/image.png]image.png 127.6 KB [https://api.blue.cc/uploads/cmd97yun900dp2ju37il54vmi/image.png?content-disposition=attachment] * We need another rule that reads the subject line from the 2nd email that the microsite sends out when a customer uploads documentation (below snip) * It needs to read the first 4 words “Completed Customs Bond App” and tag it in front with the “New Bond Request” tag * The rule needs to also assign it to Amy Mileham [https://api.blue.cc/uploads/cmd981cg500dq2ju3cht1hj0s/image.png]image.png 131.19 KB [https://api.blue.cc/uploads/cmd981cg500dq2ju3cht1hj0s/image.png?content-disposition=attachment]
View Task - 🗓️ Completed: 07-18-2025
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Pipedrive - Make Dims for LTL shipments Mandatory🗓️ Completed: 07-16-2025
* Feature Request: We need to make putting in dimensions for LTL shipments mandatory even if reps are just trying to get a quote for a customer. * Feature Need: Not having dims of an LTL shipment can completely change the price of a shipment and can take something from costing $500 to potentially $1000, $5000 or even $10,000 if it is not quoted correctly. * Feature Benefit: it will help save the company alot of time and money when dealing with LTL shipments. the cost of not making this mandatory will cost RLG thousands of dollars in the long run.
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Pipedrive - Add Equipment Type🗓️ Completed: 07-15-2025
Add the equipment type in the Pipedrive screen (shown in ticket). Rolled out a new process last week for LRA's and will assist the Sales team.
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Whatsapp Integration to Pipedrive - Research🗓️ Completed: 07-14-2025
What PipeDrive apps are currently available and the costs Are these apps viable How many Users would need a license The effort it would take to build a custom integration What does that architecture look like API Research
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Allianz Integration with Credit Limits - High Level Documentation🗓️ Completed: 07-14-2025
Provide a high level overview of Credit Integration process with existing McLeod Customers / setup of new customers.
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Pipedrive: Update Microsite Lead URLs to Digital Ocean URL🗓️ Completed: 07-08-2025
Update old glitch url to digital ocean and import backlogged custom leads only.
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Pipedrive International Move to Main Instance🗓️ Completed: 07-08-2025
The International team is in its own instance of Pipedrive. The goal of this project is to move over the entire instance (all users, pipelines, and historical data) into the main Sales instance. It is billed annually on Dec 28th at the advanced plan rate of $408 per user (with 13 licenses as of 2/18/25). https://docs.google.com/document/d/1kEhowyWGVbHE7K3nqjWh___PpzugK3GFxeNlXXzZFDw/edit?usp=sharing [https://docs.google.com/document/d/1kEhowyWGVbHE7K3nqjWh___PpzugK3GFxeNlXXzZFDw/edit?usp=sharing] There are no integrations.
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International Import to Domestic Pipedrive🗓️ Completed: 07-01-2025
Migration Request Summary: This request involves migrating all International-related orgs, contacts, leads, and deals into Pipedrive. The following custom fields must be created to ensure proper data continuity across orgs, contacts, leads, and deals: * RLC BDM * International Owner * Truckload Owner * Warehouse Owner * Consultant All imported orgs should be assigned to Ed Ackfeld. Additionally, user profiles for Allison, Tammy, and Jannet (International GMs) should be created and grouped under Ed's team in Pipedrive. All imported deals should be placed in the Customer Exploration stage, and initially owned by Ed until custom field ownership can be properly reassigned. The same applies to imported leads, which should go to the Leads Inbox. Duplicate entries are expected to be minimal, and any that appear can be merged post-migration. Estimated completion date: Tuesday, 7/1.
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Front Email Routing🗓️ Completed: 06-30-2025
Build and deploy a middleware process that integrates Front with McLeod to automatically assign incoming emails in the Domestic Sales inbox based on customer and salesperson data.
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ERL Enhancement: Put on Hold on Carrier Assignment🗓️ Completed: 06-24-2025
Update ERL Flowlogix to put on Hold when carrier assigned.
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SSQ Enhancement: Exclude Mexico Revenue Codes in McLeod🗓️ Completed: 06-24-2025
Remove Mexico revenue codes from the insurance spot quote. Make it so that the old spot quote without insurance is sent to Mexico revenue codes.
View Task - 🗓️ Completed: 06-10-2025
- 🗓️ Completed: 06-03-2025
- 🗓️ Completed: 05-30-2025
- 🗓️ Completed: 05-22-2025
- 🗓️ Completed: 05-22-2025
- 🗓️ Completed: 05-20-2025
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Blue Dashboard Enhancement: Requestor Tab🗓️ Completed: 05-14-2025
show the count of items they have requested Incomplete vs completed metric
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Blue Leadership Project Dashboard🗓️ Completed: 05-09-2025
Use the Blue.cc [http://Blue.cc] api to Develop a leadership dashboard of current and on hold projects. The dashboard should showcase Project Name, Description, Requestor, Due Dates, Priority, and Assignees.
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Project Request: Load Value🗓️ Completed: 05-09-2025
We need to remove the ability to save load value in any template such as Pipedrive or McLeod.
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Blue Dashboard Enhancement🗓️ Completed: 05-09-2025
Add tab that shows all of the completed projects for leadership.
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McLeod: Elevated Risk Phase 2🗓️ Completed: 05-08-2025
Flag orders with a specific order type code by specific zip codes, commodities and weather/market events.
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Fraud Alerts: Front and Webex Integration🗓️ Completed: 05-08-2025
Integrate Front and Webex based on the attached plan to enhance the fraud alerts and escalations
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FlowLogix: DRAY Automatic Revenue & Charges🗓️ Completed: 05-06-2025
For orders with a Revenue code of DRAY in McLeod, when the movement status is In transit or delivered, ensure the freight charges and other charges are reflected on the movement
View Task - 🗓️ Completed: 04-25-2025
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McLeod: High Value🗓️ Completed: 04-23-2025
The business is looking to enhance the current High Value and Elevated Risk process from identifying and flagging these orders, allowing qualified reps to assign qualified carriers, and submitting the right paperwork to the compliance department.
View Task - 🗓️ Completed: 04-21-2025
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Removal of Stop Sequence under Movements in Pipedrive Deals🗓️ Completed: 04-16-2025
We want to remove the Stop Sequence feature under the movements tab on a deal in Pipedrive, specifically the ETA portion.
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PipeDrive: Customs Calendly Integration🗓️ Completed: 04-14-2025
Integration between Calendly and PipeDrive to streamline the scheduling and tracking of consulting calls. The process begins with a user selecting a contact within PipeDrive and choosing an agent for the consultation. The user then schedules the consultation using a Calendly link associated with the selected agent. Once the meeting is booked, Calendly automatically creates a new activity in PipeDrive for the corresponding contact, capturing all relevant meeting details such as the contact's name, email, phone number, Zoom link, time zone, and consultation goals. This integration ensures that all scheduled meetings are accurately reflected in PipeDrive, enabling efficient tracking and follow-up.
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Webex RSS Feed and Google Alerts Bot🗓️ Completed: 04-01-2025
An RSS Feed bot to capture Google Alerts and output into a Webex Channel Based on Tariff changes for Forwarding Team for Educational Purposes Josh is creating plan for Keywords and notable sites for Google Alerts
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Flowlogix: BSWF Update - Mercury Gate🗓️ Completed: 03-19-2025
Add New Queue for Mercury Gate and logic for orders to be auto billed or placed in new queue
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PipeDrive Start: RLC Docs, Shipment Tracing🗓️ Completed: 03-19-2025
Button on a deal with an order number - no free search Attaches Documents to deal in pipedrive
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PipeDrive: Adhoc Pipeline McLeod Order🗓️ Completed: 03-14-2025
PipeDrive Adhoc Pipeline - Create order button opens Order AiO and Prepops fields
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Highline Warren: Front Connector to create Deals in PipeDrive🗓️ Completed: 03-12-2025
1. Create a New Pipeline on the Sales PipeDrive Instance with 3 stages: Waiting Review, Accepted, Declined. 2. Investigate creating a connector in front to take the shipments from a excel or table element in the body of the email and creating deals on the new pipeline under the Waiting Review stage. Front email example with excel file: rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468469074 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468469074] rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107462724562 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107462724562] Front email example with table element in email body: rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468158802 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107468158802] rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107465510866 [https://rlglobal.frontapp.com/inboxes/teams/folders/18627794/unassigned/107465510866] Highline Warren Org in PipeDrive: rlgloballogistics.pipedrive.com/organization/8113 [https://rlgloballogistics.pipedrive.com/organization/8113] Contact in PipeDrive: rlgloballogistics.pipedrive.com/person/62674 [https://rlgloballogistics.pipedrive.com/person/62674]
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FlowLogix: Static Dispatch Update🗓️ Completed: 03-06-2025
1. The project needs to cover loads 7 days prior to Shipper pick up (currently its 7 days after creation date) 2. The project needs to update Movement Status
View Task - 🗓️ Completed: 02-25-2025
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Available Tractors Load Board: Investigate Methods to Exclude Purchase🗓️ Completed: 02-24-2025
Investigate Method to remove Purchase carriers from Available Tractors on Load Boards (V, BRK)
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Customs Bond Refunds - Follow Up🗓️ Completed: 02-21-2025
The Customs team wants to send out a secondary notice for the bond cancellation people, and they want to include an option for people to fill out a form to continue importing with us and get a new customs bond, and another form for people to officially request their refund.
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RLC Carrier Lanes🗓️ Completed: 02-20-2025
Would it be possible to take these origin and destination zips uploaded into the McLeod carrier profile for RLC in their lane detail tab? I didn’t know if this is something that could be uploaded rather than a manual process. Essentially have the zips on both ends with “V53, V, VM” as equipment type. Working on a project to get RLC empties loaded with revenue. Thanks!
View Task - 🗓️ Completed: 02-05-2025
- 🗓️ Completed: 02-05-2025
- 🗓️ Completed: 02-03-2025
Game Changers
2 tasks ▼
On Deck
1 tasks ▼
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Flowlogix: Brokerage Queue for LTL🗓️ Completed: 08-22-2025
BSWF - Add more Workflow Type Options for Less Than and More Than Update BSWF Flowlogix based on two new options Custom Rules for Revenue Code - Fallback queue if rule not met (General Queue)
View Task
Adrian Lewis 54 projects completed
▼
Fundamentals
44 tasks ▼
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End of Year Holiday Party (SPM-34330)🗓️ Completed: 11-24-2025
Requestor: Joey, Marisa Request: Hello! I have a marketing campaign request for our end of year holiday party. The event will be on 12/09. We are requesting save the dates, flyers with event details, RSVPs will be required. I would like communication to begin by next Monday, 10/13. We'd like to first start with a save the date to get communication started. This is our end of year party in December. Crandall said he would assign a PM. About the Event: 9 December 2025@ 5-9p | 6-10p Theme: Winter Wonderland (Enchanted Experience 300+ People) Three-Hour Private Plaza Access * Enchanting Holiday Lights and Decorations * Included Bar and Catering Activations * Photos with Santa * Interact with the Grinch * Appearances from Princesses Family Friendly Food & Drinks QR code to RSVP Suggested Attire - Polished but Comfortable. Free parking Celebrating: * 2025 wins and hard work * Being Together * Looking forward to 2026 Awards? VIP list? Account / Client Outreach? RACI Chart [https://docs.google.com/spreadsheets/d/1BfPOb3mYML4GLXGiyHpLGRXkPJ1egiHH7BLWSfjv-tQ/edit?usp=sharing] 1. Objective (pick one): Event Registration and Awareness 2. Audience: Employees from All 14 branches of R+L Global, ABCO office staff (not drivers), RLC OCF office. 3. Desired outcome/CTA: Viewers will see promotional material and RSVP to attend the event with their plus one and children. Jotform 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: RLGTV, email, Webex, P: Drive for Joey to Play 6. Constraints: This will be a rapid production to allow time for approval from requestors and leadership, and running 4 weeks prior to the event. Marketing resources are authorized to work on project and publishing will be through internal communication channels. Venue Staff needs the number of guests to cater food and drinks 2 weeks prior to event. Avoid faith/tradition specific themes, avoiding red and green. Alcohol can be referenced, but not the focus. Videos should be about 30sec in length to fit between content on RLGTV. 7. Success metric: 300 attendees RSVP'd by end 2nd week of promotion. 8. Owner: Marisa, Joey. Collaborators: Venue Staff 9. Dates: Requested: 7Oct2025 Approved: 8Oct2025 Deadline: 13Oct2025 Save the Date (8 weeks prior to Event) 11Nov2025 (4 weeks prior to Event) 24Nov2025 RSVPs collected and turned in to Venue Staff (2 weeks prior to Event) 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials 2024 Event [https://worldequestriancenter.com/news/winter-wonderland-lights-up-world-equestrian-center-ocala-starting-november-29-2/]WEC_WinterWonderland2025_Buyout_r1.pdf 8.04 MB [https://api.blue.cc/uploads/cmgjs7l8a01kv1ep68i2rdtyl/WEC_WinterWonderland2025_Buyout_r1.pdf?content-disposition=attachment] Save the Date Announcement: – holiday party at WEC on this date. More info coming soon. Time EST? Send out on Monday, October 13th. Visual Style: clinking glasses, confetti, blue and white, blue lights against white backdrop, white birch trees, not too holiday themes (stay away from red and green). Review last years promotional poster. Themes: Winter, Historic, Togetherness, Looking forward, Celebration, Festive Cartoonish, Hint of Silliness. Signup Page: Since people from other branches are responsible for transportation and lodging, we should mention discounted hotel rooms at WEC. Rental cars on the Wiki. Provide links?
View Task - 🗓️ Completed: 11-13-2025
- 🗓️ Completed: 11-11-2025
- 🗓️ Completed: 11-10-2025
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Webex Message - PTO Cash Out🗓️ Completed: 11-10-2025
Webex message sent to RLG all with the flyer and the PDF PTO cash out form.
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Video/Poster - Marketing Requests in Live Chat🗓️ Completed: 11-06-2025
Adrian, Abby and I are looking to have a poster and video made that tells people to put all their marketing requests through the live chat. The video/poster should say we need a 3 week lead time.
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Professional Development Month Nov. (SPM-36430)🗓️ Completed: 11-06-2025
Requestor: Benjamin Smith Request: I would like to coordinate with marketing to run some information on the office tvs and maybe in the announcements channel in regards to Professional Development Month in November. The goal would be to highlight the LDP and PDP programs that are available and bring attention to a playlist of prof dev trainings in BizLibrary. 1. Objective (pick one): Improved abilities of employees 2. Audience: RLG Employees interested in self-improvement or career growth. 3. Desired outcome/CTA: Increased awareness of professional development programs leading to email requests for access to training on BizLibrary and applications to Leadership Development Program. 4. Context: RL Global has numerous training selected for professional development, and employee engagement should be emphasized in November. Needs to be running 3Nov2025. 5. Channels in play: RLGTV, Global Wiki 6. Constraints: Short timeline. Updates to the Global Wiki. Distributed 7. Success metric: 10 requests for training access and 2 applications to LDP in the month of November. 8. Approvers: HR, Responsible: Marketing 9. Dates: Requested: 15Oct2025 Approved: Deadline: 3Nov2025 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials Header Graphic: Text Change: Professional Development Month November Knowledge Challenge: 1 Month | 1 Video/wk |2 New Playlists "Drive Your Own Development" | "Professional Development" (Watch Now) Webex Announcement: November is Professional Development Month. Visit the BizLibrary for the November Knowledge Challenge: 1 Month | 1 Video/wk | 2 New Playlists lms.bizlibrary.com [https://lms.bizlibrary.com/]
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Freight Insurance Coverage - Record Full Video🗓️ Completed: 10-31-2025
Long form YouTube video for Freight Insurance Coverage. - Rachel records voiceover - Adrian creates video
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Halloween Contest Graphic (SPM-32683)🗓️ Completed: 10-27-2025
Halloween Contest poster, Webex message, and TV graphic. Halloween Contest (the entire company, not just OFC) will be on Friday, October 31st. To enter contest, employee must submit a picture by themselves to [email protected] [[email protected]] by 3pm EST. Costumes should still be work appropriate. We would like to get communication out as soon as possible. There will be 1st, 2nd, and 3rd place winners. Voting will be Monday, November 3rd. Then a reminder on webex again on 10/24
View Task - 🗓️ Completed: 10-01-2025
- 🗓️ Completed: 10-01-2025
- 🗓️ Completed: 09-24-2025
- 🗓️ Completed: 09-22-2025
- 🗓️ Completed: 09-17-2025
- 🗓️ Completed: 09-17-2025
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Messaging for Q3 Strategic Cargo Theft Prevention Training Sessions (SPM-20402)🗓️ Completed: 09-15-2025
I need to coordinate with marketing for some messaging about the Q3 Strategic Cargo Theft Prevention Training sessions.
View Task - 🗓️ Completed: 09-15-2025
- 🗓️ Completed: 09-10-2025
- 🗓️ Completed: 09-08-2025
- 🗓️ Completed: 09-08-2025
- 🗓️ Completed: 09-04-2025
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Recruiting Marketing Campaign (SPM-25817)🗓️ Completed: 09-04-2025
Internal marketing campaign for recruiting 9/01-10/31. Urgent request, need to start campaign today if possible
View Task - 🗓️ Completed: 08-28-2025
- 🗓️ Completed: 08-28-2025
- 🗓️ Completed: 08-21-2025
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Biz Library Training Session Announcements (SPM-20069)🗓️ Completed: 08-19-2025
“I just sent out announcing the return of the weekly biz library training sessions on front and Pipedrive. I included most leaders but want to spread the word to everyone. Do you think it would be a good idea for yall to include in the huddle, tvs and/or webex announcement?”
View Task - 🗓️ Completed: 08-13-2025
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USACC Homepage Update🗓️ Completed: 08-12-2025
Design a new homepage for USACC microsite. New Content: docs.google.com/document/d/1W3YJMU9SSBJVZ-wo8Fmq_JyRmE8o_UU7eARoXauGRYY/edit?usp=sharing [https://docs.google.com/document/d/1W3YJMU9SSBJVZ-wo8Fmq_JyRmE8o_UU7eARoXauGRYY/edit?usp=sharing] Keep USACC branding, but free game in terms of style.
View Task - 🗓️ Completed: 08-04-2025
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VP Request - Posting for RLG Announcements🗓️ Completed: 08-04-2025
Can you please help me post the following in the RLG Announcement space. Subject: Exciting Update: Trade Show Team Structure & Vision Team, I'm excited to share some clarity and direction around the ownership and structure of our trade show and association growth initiatives at RLG. Erica Rosignolo, our Strategic Growth Manager, will continue to lead the long-term vision and overarching strategy for trade shows and association presence. Her leadership sets the tone for how we show up, who we target, and how we build lasting brand equity through events. Adrian (Business Development Specialist) reports directly to Erica and serves as the main point of contact for trade show-related initiatives. He acts as an extension of Erica’s strategy, driving daily execution and supporting event-specific goals. Trey (Director of Operations) works in lockstep with Erica to ensure all operational components are aligned—logistics, materials, and onsite coordination are under his guidance, reinforcing our professional execution. Amanda (Sales Quality Manager) provides training content development and supports our overall sales quality and customer experience—helping to ensure our team is prepared, confident, and consistent on the show floor and beyond. Justin plays a key role in sales training and provides boots-on-the-ground support at trade shows to strengthen our in-booth execution and engagement with potential clients. While each member represents a different area of the business, they function as one unified team—committed to a “tribal” approach that blends strategy, sales, and operations to build not just successful shows, but a sustainable, growth-driven trade show program. For anything trade-show related, you can now reach the full team at: [email protected] [[email protected]] Let’s support them as they elevate RLG’s presence and make each event an opportunity for growth. More to come, Ed Ackfeld VP Strategy
View Task - 🗓️ Completed: 08-01-2025
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HR Communication Request🗓️ Completed: 07-25-2025
Create message for webex regarding the below - Post to OCF Webex channel before the end of the week. _____ Good morning, Can we please send a reminder to the OCF branch to reserve conference rooms. A couple employees have reported that there has been double bookings recently. https://rlglobalwiki.com/kb/reserving-a-room-ocala/ [https://rlglobalwiki.com/kb/reserving-a-room-ocala/] Thank you Lindsy Torres-King | HR Generalist
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RLG-TV -- Operation Safe Driver Week🗓️ Completed: 07-14-2025
Jonathan Swartz received a request from Nicole to have something up on RLG-TV companywide for Operation Safe Driver Week. Link to the file for background information: https://docs.googl.com/document/d/1MBAz5rmhBng_iSZsnDI_IY9SafVBi_yR/edit?usp=sharing&ouid=112501523124930504805&rtpof=true&sd=true [https://docs.google.com/document/d/1MBAz5rmhBng_iSZsnDI_IY9SafVBi_yR/edit?usp=sharing&ouid=112501523124930504805&rtpof=true&sd=true] Time urgency: Operation Safe Driver Week is July 13-19, 2025 If any questions, please reach out to Nicole in Birmingham.
View Task - 🗓️ Completed: 07-10-2025
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HR - March Into Motion🗓️ Completed: 07-10-2025
HR initiative for a step challenge in March. Promotional graphics across all internal messaging channels - TV, Webex, Posters Brand the app tracker.
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Training Templates Request🗓️ Completed: 07-10-2025
Marketing Request Details As part of our 2025 training initiatives, we are working to formalize and standardize training materials and content across the organization. In an effort to work towards that goal we would like a presentation and standard templates that we would use when created trainings. The current presentation template is currently being used. Should we continue to use that possibly provide some slides that are white instead of green. Secondly, a one page template that we can utilize for creativity an activities or worksheets. Thank you
View Task - 🗓️ Completed: 07-10-2025
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Learning Suite Banner Request🗓️ Completed: 07-10-2025
Marketing Request Details We would like an updated graphic Banner created for the Learning Suite. It should highlight our CORE VALUES, TRAITS and/or 4 keys to success. This banner is something that we would like to refresh frequently to keep it fresh. Maybe if would be best to create a few templates and layouts that we could then edit on our side whenever an update is needed. Happy to discuss further. Thank you Service Request Submission Date: 01/27/2025 Requestor: Kieffer Pearce Email: [email protected] [[email protected]]
View Task - 🗓️ Completed: 07-10-2025
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2025 Team Tshirts🗓️ Completed: 07-10-2025
Based on our meeting please create design mockups for the 2025 Team Tshirt. Tshirt Color: Ash Tshirt Vendor: 4imprint.com/product/118392-M-S/Port-5050-Blend-T-Shirt-Mens-Screen [https://www.4imprint.com/product/118392-M-S/Port-5050-Blend-T-Shirt-Mens-Screen]
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
Parking Lot
8 tasks ▼
- 🗓️ Completed: 10-22-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
- 🗓️ Completed: 08-25-2025
On Deck
2 tasks ▼
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Project Request: Live Chat TV Announcements🗓️ Completed: 08-26-2025
Request: We would like to add an announcement to the Branch TVs for the new Live Chat that is now live. The Live Chat has replaced the RLG Wiki Service request for and Now exists in RLG Wiki and in the PipeDrive Start Wizard. I have attached the slide outlining how requests can be submitted and some videos you could use for the TV Announcement. Could we do an animated video instead of a static slide for the announcement? [https://api.blue.cc/uploads/cmdq4mfbv004y2jt6767wa4dh/image.png]image.png 88.23 KB [https://api.blue.cc/uploads/cmdq4mfbv004y2jt6767wa4dh/image.png?content-disposition=attachment]RLG START WIZARD - QUICK ADD FORM (1).mp4 1.04 MB [https://api.blue.cc/uploads/cmdq4modc00502jt62sx9hk7d/RLG_START_WIZARD_-_QUICK_ADD_FORM_1_.mp4?content-disposition=attachment]RLG Wiki - R+L Global Logistics Wiki (3) (1).mp4 2.38 MB [https://api.blue.cc/uploads/cmdq4moa300b12jp4htzr2e6x/RLG_Wiki_-_R_L_Global_Logistics_Wiki_3_1_.mp4?content-disposition=attachment]
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FMA's Tradeshow🗓️ Completed: 05-09-2025
* Sponsor listing with company logo and description in the Attendee Program Book * 1/4 Page Ad in the Attendee Program Book * 5.125” x 3.25” (130.17 mm x 82.5 mm)
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Cyn Felton 52 projects completed
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Fundamentals
40 tasks ▼
- 🗓️ Completed: 11-26-2025
- 🗓️ Completed: 11-25-2025
- 🗓️ Completed: 11-24-2025
- 🗓️ Completed: 11-21-2025
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How to Book a Meeting Room in Outlook Process🗓️ Completed: 11-21-2025
New process for how to book a meeting room in Outlook. Graphic for email and webex. Video for the TVs (Screenshots of the crucial step-by-step parts would be ideal). Deadline is ASAP. Send designs and video to Abby and Rachel. Instructions - docs.google.com/document/d/1Qc_q1gyxqhxGVcV4dkSSGvbiZsKGEjAwj4rxMjqgiXk/edit?usp=sharing [https://docs.google.com/document/d/1Qc_q1gyxqhxGVcV4dkSSGvbiZsKGEjAwj4rxMjqgiXk/edit?usp=sharing]
View Task - 🗓️ Completed: 11-20-2025
- 🗓️ Completed: 11-19-2025
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Create Flyer for Sales - Overview all IT capabilities we provide to Customers🗓️ Completed: 11-18-2025
Create a flyer for the front-line Sales team to be able to reference and provide to customers - explaining IT Integrations (EDI & API) currently available. Include the threshold for volume and contract. See linked draft Technology Offering document linked in comments.
View Task - 🗓️ Completed: 11-17-2025
- 🗓️ Completed: 11-17-2025
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USA Customs Clearance Facebook Photos🗓️ Completed: 11-14-2025
Need: USA Customs Clearance Facebook profile picture and banner. Profile picture - 320x320 Banner - 820x360
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Blog - Learn If Partial Truckload Shipping Is Right For Your Needs - Truckload🗓️ Completed: 11-12-2025
Learn If Partial Truckload Shipping Is Right For Your Needs - docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing [https://docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing]
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Blog - Inventory Positioning and its Benefits to US Shippers - Product Distribution Strategy🗓️ Completed: 11-12-2025
docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing [https://docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing]
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Blog - Import Duties - USA Customs🗓️ Completed: 11-12-2025
docs.google.com/document/d/1Avbx98sUD2I1qB3CFn8190dfjZwv3abLQuq3vMkS_mA/edit?usp=sharing [https://docs.google.com/document/d/1Avbx98sUD2I1qB3CFn8190dfjZwv3abLQuq3vMkS_mA/edit?usp=sharing]
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Blog - Air Freight Vs Ocean Freight: Which One is Safer? - Freight Insurance Coverage🗓️ Completed: 11-06-2025
docs.google.com/document/d/11L6k5XvGOWbo3glucBwUTEmANdqxj-0p8wCPw5DfzDc/edit?usp=sharing [https://docs.google.com/document/d/11L6k5XvGOWbo3glucBwUTEmANdqxj-0p8wCPw5DfzDc/edit?usp=sharing]
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RLG Branded Webex Backgrounds🗓️ Completed: 11-06-2025
Branded RLG backgrounds for use on Webex. These can be a variety of settings, landscape or interior etc. Test these and get with Jonathan Swartz to get best size and confirm in image is mirrored (flipped) when sharing on screen or not.
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Open Enrollment Flyer (SPM-40052)🗓️ Completed: 10-30-2025
Robin asking for Open Enrollment flyer asap. Has a memo started with some dates of virtual meetings and in person meetings.
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RLC Coverage Map (SPM-34361)🗓️ Completed: 10-29-2025
Request: Attached is the RLC coverage map (VP/Directors) as luck would have it we have aligned our International teams to these VP's. Would it be possible to create a map aligning the following GM's (RLG) to their VP counterparts at RL Carriers? Janet Clark - General Manager West Coast - RL Global Chris Sandheinrich - VP of Sales - West Rick Norman - VP of Sales - North Tammy McMullen - General Manager - Central -RL Global Tom Doan - VP of Sales - Central Allyson Bernice - General Manager East Coast -RL Global Gary Ingram - VP of Sales - EastRLC REGIONAL MAP.pdf 1.19 MB [https://api.blue.cc/uploads/cmgh19cux009h1er083ap9jrb/RLC_REGIONAL_MAP.pdf?content-disposition=attachment]
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RLG Benefits Guide Cover Design (SPM-37181)🗓️ Completed: 10-27-2025
Robin Brigmond is requesting that marketing design a cover for the new RLG Benefits Guide. Photo(s) should include RLG employees (photos from Global Huddle) and she likes the photo of this truck. [https://api.blue.cc/uploads/cmgv78lgr04ag1etd47xm8f3k/8485325a-1cc9-4603-8507-296bb84996e1.PNG.png]8485325a-1cc9-4603-8507-296bb84996e1.PNG 309.51 KB [https://api.blue.cc/uploads/cmgv78lgr04ag1etd47xm8f3k/8485325a-1cc9-4603-8507-296bb84996e1.PNG.png?content-disposition=attachment]
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Create Custom Background - Freight Insurance Coverage🗓️ Completed: 10-27-2025
Create Custom Background for Freight Insurance Coverage YouTube page. Much like the one Cyndi created for USA Customs. freightinsurancecoverage.com [http://www.freightinsurancecoverage.com] [https://api.blue.cc/uploads/cmh0wkmjx009s1eu55q6yezen/IMG_9695.jpg]IMG_9695.jpg 1.39 MB [https://api.blue.cc/uploads/cmh0wkmjx009s1eu55q6yezen/IMG_9695.jpg?content-disposition=attachment]
View Task - 🗓️ Completed: 10-23-2025
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Vaccinations Flyer (SPM-37955)🗓️ Completed: 10-23-2025
Robin Brigmond would like the marketing team to pretty up and RLG-ize a flyer for a vaccine clinic onsite Friday, November 7th from 8am-12pm. She would like posters created and hung up at the building. Deadline of Monday, Oct. 27th. Below is the flyer she received that she wants to look more RLG. Flyer OLD.pdf 680.98 KB [https://api.blue.cc/uploads/cmh0lkkjx00ci1eraddhcbpi9/Flyer_OLD.pdf?content-disposition=attachment]
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Highline Warren Meeting Presentation (SPM-32876)🗓️ Completed: 10-22-2025
hi! I am needing marketing assistance with a large meeting held in Ocala on oct 23rd - more info to come but wanted to go ahead and get a ticket opened. i would need a presentation, agenda, a printed presentation in a nice folder....once i get the agenda and pull together all the info i can schedule a meeting with marketing? it wont be too crazy, i just need help making it all pretty.
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Graphics for LinkedIn posts (SPM-32524)🗓️ Completed: 10-22-2025
For an HR Indeed and LinkedIn posts and company pages, I need a graphics and photos that represent the professional and hardworking nature of our employees that balance work and life. Photos should be real, though not necessarily the most recent. They should match the minimum requirements for LinkedIn single-image posts: 1080x1080px and the LinkedIn and Indeed company spotlight page: 900x600px. Additional requirements below. Where photos do not match the ratio, they should crop closer to fill the frame or appear on a black background or according to brand guidelines. See blog plan here: docs.google.com/spreadsheets/d/1xF8dt4z1XBwmR9-NdRDV4K4RjGKuA9gkXleIvMsS09c/edit?gid=0#gid=0 [https://docs.google.com/spreadsheets/d/1xF8dt4z1XBwmR9-NdRDV4K4RjGKuA9gkXleIvMsS09c/edit?gid=0#gid=0] Company Spotlight Photos: [https://api.blue.cc/uploads/cmgjfw5ct016l1ep6fuo0dkro/1.png]1.png 293.04 KB [https://api.blue.cc/uploads/cmgjfw5ct016l1ep6fuo0dkro/1.png?content-disposition=attachment][https://api.blue.cc/uploads/cmgjfxygk014l1epjbphe92x0/2.jpg]2.jpg 79.58 KB [https://api.blue.cc/uploads/cmgjfxygk014l1epjbphe92x0/2.jpg?content-disposition=attachment] Post Photos: [https://api.blue.cc/uploads/cmgjg06im01cc1epj015cf3de/3.jpg]3.jpg 53.89 KB [https://api.blue.cc/uploads/cmgjg06im01cc1epj015cf3de/3.jpg?content-disposition=attachment][https://api.blue.cc/uploads/cmgjg0gww01ce1epj32h8f92z/5.jpg]5.jpg 76.8 KB [https://api.blue.cc/uploads/cmgjg0gww01ce1epj32h8f92z/5.jpg?content-disposition=attachment][https://api.blue.cc/uploads/cmgjg0ch201cd1epj7l6j5q63/4.jpg]4.jpg 97.12 KB [https://api.blue.cc/uploads/cmgjg0ch201cd1epj7l6j5q63/4.jpg?content-disposition=attachment] - LinkedIn Canva header - https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton] The black graphics have a Canva template and should use the following phrases: * Investing in People * Securing the Long Term * Finding the Balance * Problem Solver * Ouch. * Maybe the Other Pasture is Green. * Your career roadmap starts here. * Company values that align with yours. * The best careers complement life outside the office. * Of course, a transportation company believes in travel. [https://api.blue.cc/uploads/cmgjelt6u00wz1ep66x27ccwn/1758827283699.jpg]1758827283699.jpg 16.41 KB [https://api.blue.cc/uploads/cmgjelt6u00wz1ep66x27ccwn/1758827283699.jpg?content-disposition=attachment] See also: linkedin.com/help/linkedin/answer/a563309/image-specifications-for-your-linkedin-pages-and-career-pages [https://www.linkedin.com/help/linkedin/answer/a563309/image-specifications-for-your-linkedin-pages-and-career-pages]
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Mexico PPTX refresh: customer specifics🗓️ Completed: 10-21-2025
1. Objective (one sentence) What must this achieve? 1. More professional presentation and provide a sense of ease. Transfer gets lost. 2. Who is the Audience? 1. Sales customers 3. How will this be utilized and implemented? Distribution and format 1. Sales presentation to customers 4. How often will this be shared? 1. Slight changes but very clean stating our capabilities walking through the flow. 5. Do you have a plan for reporting success of this new material? 1. Utilize in a customer presentation to win the business 6. Urgency? 1. Monday for both Customer want to close and be done my Oct 1st. 2 customer opportunities 1st opportunity is 30 ib and 30 ob ftl. Lindsey created some based on her customer specific. Traci would like to add a flow reversed showing Mexico back to the US. 2nd opportunity is LTL – looking at XCF carrier partner. Pulled their map and wants to add that in Can we make a pptx pretty if she provides the generic information? Copy of Flow Chart OB Mexico to US - TNASH.xlsx 12.25 KB [https://api.blue.cc/uploads/cmekc85f200ku1ose6dxr24mv/Copy_of_Flow_Chart_OB_Mexico_to_US_-_TNASH.xlsx?content-disposition=attachment]
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Internal and External PowerPoint for Trade Show (SPM-18407)🗓️ Completed: 10-14-2025
Hello Erica, Thank you for your request. We are investigating this issue. Your ticket number is SPM-18381. What is this for? Do you want me to direct this information to another department? I sent this information over to Abby and she said she will add this to the projects for the marketing team. Let me know if you need me to do anything else or if I can close this ticket. - Alexander at R+L Global Logistics > On Thursday Aug 07, 2025 at 8:14 am PDT -0700, <[email protected] > [[email protected]]> wrote: > > Hi there! 👋 > What do you need assistance with today? 😊 > I have a request ... > Thank you for reaching out. To help us route your request efficiently, could > you please provide the following > Please give us a description of your request > Create an internal power point for internal sales. > Thank you! One moment while we connect you to an agent
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Marketing Email Banner & LinkedIn Graphics (SPM-32302)🗓️ Completed: 10-14-2025
The two website links are the shows that Marketing needs to create an email banner for. When are the requested items needed by? 10.7.25 Other than you, is there anyone else that would need to be involved in this project? Nope, that should work. What is the goal or intended outcome for this request? The email banner will help get the word out that RLG will be at these two trade shows.
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Updated HR Memo (SPM-34968)🗓️ Completed: 10-10-2025
We need a graphic updated, HR will be sending out a memo but need to update the graphic that was made for us in the past. This needs to be added to the timekeeping memo: • All punches must be made from your workstation using your company-issued laptop or desktop computer. • Please note that clocking in or out via a mobile device is not permitted and is a violation of our company policy. [https://api.blue.cc/uploads/cmgjq0hm501jc1epj6pj7g5z4/Front_chat_attachment.jpeg]Front chat attachment.jpeg 327.3 KB [https://api.blue.cc/uploads/cmgjq0hm501jc1epj6pj7g5z4/Front_chat_attachment.jpeg?content-disposition=attachment]
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Regional Sales Director LinkedIn post (SPM-32860)🗓️ Completed: 10-03-2025
Requestor: Aida, HR & Recruitment Request: I'd like to request a LinkedIn post (graphic and copy) be created and shared via our Company page in efforts to advertise for our Regional Sales Director opportunity as to it is an urgent need and of request by Leah D. Here is the link to the posting: https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909 [https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909] 1. Objective: Relevant Candidate Applications Content that attracts candidates with 8+ years experience in Logistics and Sales. 2. Audience: Jobseekers Corporate Roles > Middle to Late Career 3. Desired outcome/CTA: Direct Hire Applications, LinkedIn post interaction 4. Context: 5. Channels: LinkedIn, Indeed, 6. Constraints: Time 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 2Oct2025 Approved: 2Oct2025 Deadline: 3Oct2025 at EOD 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton]
View Task - 🗓️ Completed: 10-03-2025
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Customer facing Powerpoint about trade show. (SPM-18963)🗓️ Completed: 10-01-2025
Please create a customer facing Powrpoint about trade show. i have a template with the information.
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Sales Contest for R+L Global'd Up (SPM-23926)🗓️ Completed: 09-15-2025
Looking to have 2 documents for upcoming sales contests R+L Global'd up.
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Tradeshow Flyer🗓️ Completed: 09-04-2025
Create flyer/hand (8.5"x11") out promoting our Tradeshow services. Please follow and recreate the branded styles and colors from "We import it. We store it. We ship it." and other similar materials branded for RLG and Tradeshow. (Examples posted in comments, files noted below). * \\fs2\RLG\RLG UX\Marketing Materials\Tradeshow\Booklet Ads * FMA Tradeshow Ad in Attendee Program Book 2025-01 * \\fs2\RLG\RLG UX\Marketing Materials\Warehouseing * LAX Warehousing Whitepaper 2024_09_30 * \\fs2\RLG\RLG UX\Marketing Materials\Tradeshow\Booth Art Files * Retractable Banner Stand_ Tradeshow 2024-01
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Need supporting images for a new blog article SPM-21127🗓️ Completed: 08-20-2025
I need supporting images for a new blog article, one infographic (noted in the document) and one hero image for an entry going on Fulfillment and Distribution. The document for the article can be found here https://docs.google.com/document/d/1bHQKa3_Ic1QfTZ_yCHNTEYDj-Z8po9ep6FLkRX4XnaM/edit?tab=t.0 [https://docs.google.com/document/d/1bHQKa3_Ic1QfTZ_yCHNTEYDj-Z8po9ep6FLkRX4XnaM/edit?tab=t.0]
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Green Fever Logo - HR Request🗓️ Completed: 08-05-2025
HR Request: Good morning, We are working on a gift for employee appreciation week this year. I partnered with the Purchasing department to receive some quotes but we can only do two colors maximum on the item we would like. We thought it would be nice to use the same “Green Fever” logo as the t-shirts. Could your team possibly assist in making the attached logo only two colors? As reference, the gift item will most likely be a clear tote bag, from the options we have seen, most of the bag handles are black.
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RLG Conference Rooms🗓️ Completed: 07-10-2025
Create colored across conference rooms that match the color assignment of the room. (Can be diagonal, straight, horizontal - mock up options). Here are the measurements for the conference room glass panels. Orange – 7’10 Green- 7’8 Yellow- 7’11 Blue- 7’10.5Conference Room Decals.zip 382.01 KB [https://api.blue.cc/uploads/cm7whr55h00gh2lti51u49np8/Conference%20Room%20Decals.zip?content-disposition=attachment] Red- 7
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RLG President's Club Logo🗓️ Completed: 07-10-2025
Create a logo for R+L Global Logistics President's Club program.
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HR Graphics Request🗓️ Completed: 07-10-2025
See comments for official requests info. Need custom graphics for February NFL Dress-Up Day and Themed Thursdays (Dress up days) Graphics Make graphics for email and TV formats.
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Employee Service Awards🗓️ Completed: 07-10-2025
Assist HR with graphics for the employee Service Award and years of service certificate.
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July 4th Flyer🗓️ Completed: 06-30-2025
HR is requesting a graphic to print for OCF for July 3rd. Marissa made a template on Canva of all the details. The event is for OCF only.
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On Deck
6 tasks ▼
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Tradeshow - Cowboy Christmas Graphics🗓️ Completed: 11-14-2025
Create LinkedIn graphics promoting that RLG will be at Cowboy Christmas in Vegas. 12/9-12/12. Las Vegas Convention Center, Las Vegas, NV 89109 Need booth # from Erica.
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Thanksgiving Social Media Graphic🗓️ Completed: 11-07-2025
LinkedIn Text: This Thanksgiving, we’re grateful for the people who keep supply chains moving. Everyone from our dedicated team members to the customers and partners who trust us to deliver.💚 Whether it’s a last-minute critical shipment or a cross-country haul, we’re proud to help keep businesses running and communities thriving. From our family at R+L Global to yours - Happy Thanksgiving! #Thanksgiving2025 #GratitudeInMotion #SupplyChainStrong #RLGlobal #WeMoveBusinessForward Facebook Text: Happy Thanksgiving from all of us at R+L Global! 🦃 Today we’re especially thankful for: ✅ Our hardworking drivers, warehouse staff, and logistics pros ✅ Our loyal customers and partners ✅ And a supply chain that keeps communities fed, stocked, and moving Wishing you and your family a warm and joyful holiday filled with good food, good company, and plenty to be thankful for. 🍁 #HappyThanksgiving #ThankfulForYou #LogisticsFamily #RLGlobal
View Task - 🗓️ Completed: 11-07-2025
- 🗓️ Completed: 10-30-2025
- 🗓️ Completed: 10-28-2025
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CEP-Ameris Event🗓️ Completed: 02-05-2025
CEP invitation graphic. Convert the design to be high resolution for printing.
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Parking Lot
6 tasks ▼
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Export Controls blog entry🗓️ Completed: 11-10-2025
Blog entry for USACC detailing export controls and their impact on US importers.
View Task - 🗓️ Completed: 11-06-2025
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Create graphics for Trade Show (SPM-32302)🗓️ Completed: 09-30-2025
Erica Rosignolo. "Rachel, Can marketing work their magic for signature banners and LinkedIn approved graphics? Exhibitors are myself, Adrian and Justin." https://sunbeltexpo.com/ [https://sunbeltexpo.com/] https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/ [https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/]
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LinkedIn Flyers for Fabtech (SPM-24933)🗓️ Completed: 09-29-2025
Marketing Request. Requesting two LinkedIn marketing flyers for Fabtech booth D42558 this is our second year as an exhibitor. Pack Expo Booth SU-27008. ASAP. Thanks Fabtech Expo is next week, 9/8 - 9/11 MANAGER NOTE: Flyers are not approved media for use on social media. Marketing Team will create 2 social media graphics (1 for each event).
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Employee Appreciation Graphic🗓️ Completed: 09-04-2025
Please give us a description of your request I'd like to request a graphic for the upcoming Employee Appreciation Week for OCF
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Hero Image and Infographic (SPM-20407)🗓️ Completed: 08-15-2025
I need a hero image and an infographic for a new article being posted to usacustomsclearance.com [http://usacustomsclearance.com/]. The document can be found here https://docs.google.com/document/d/1YO2cZjChhhZsSyAP069EdKeW7j1GvJgletvuXk5v9iI/edit?tab=t.0 [https://docs.google.com/document/d/1YO2cZjChhhZsSyAP069EdKeW7j1GvJgletvuXk5v9iI/edit?tab=t.0] with the infographic request called out.
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Jagadeesh Reddy 47 projects completed
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Fundamentals
38 tasks ▼
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Front: Sales Pod OCA / MCO Pod Additions🗓️ Completed: 11-25-2025
In Front I need a shared email set up for OCA POD 3 for Jonica Motgomery, Lea Harris, and Sabrina Appling I need a Front inbox to be set up for the pod here at MCO. It'll be Joshua Meyers, Ryan Wagner, and Bryanna McDonald
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Front: NSD email updates🗓️ Completed: 11-20-2025
Tom requested access to Front boxes of Highline Warren, Ravago, Diversitech added to my list for me to view. It was discovered that Ravago and Diversitech were outlook distros instead of flowing into Front. Goal is to migrate both inboxes into the NSD inbox as well as the HW email then rework the rules for tagging and assigning.
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Operations Front Updates: Sourcing and Flatbed (SPM-39907)🗓️ Completed: 11-10-2025
i would like to review our current front rule and add some updates. Migrate new flatbed email to Front
View Task - 🗓️ Completed: 11-07-2025
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PowerBI: phone verification data pull🗓️ Completed: 11-05-2025
Before Telecom can start the CPE Routing changes for Tom Aumann we need some data out of data lake/power BI in regard to what agents are assigned to what team and what skills are assigned to those agents for verification purposes. Shawn has a complete list of what we’re looking for, please reach out to him at 82111004 to review
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Google Search Console -> Datalake🗓️ Completed: 11-03-2025
This is Task is all about Migrating the data from Google search Console to Big Query by creating the datasets and by Azure Data Factory get the data into Data Lake.
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Revise Google Analytics Big query jobs🗓️ Completed: 11-03-2025
Revise Google Analytics Big query jobs We are missing few days of GA4 Data Big query data load failed today 7/22 do to missing data in site config table Steps - re created Site config table - scheduled job to created Site config table as needed - Manually ran Big query Job for missing dates - Re Ran azure data Factory to refresh data Lake tables.
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Google Analytics -> Datalake🗓️ Completed: 11-03-2025
pull microsite traffic data from google analytics, through bigquery, into the datalake.
View Task - 🗓️ Completed: 11-03-2025
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Cargo Wise Power BI reports refresh🗓️ Completed: 11-03-2025
The latest CW update includes changes to the table columns, with some columns being removed. As a result, the Power BI reports require a desktop refresh to align with the updated table structure.
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Microsoft Auth App Split (SPM-37198)🗓️ Completed: 10-30-2025
Need to split the Microsoft authentication app split into two different app In order have to different groups of authentication. I need help of a developer to do that. Currently the Blue side bar and Blue dashboard which is using the same Microsoft Auth login page. But both have different functionality and need to have different permission groups in order to restrict the users to login. Dom worked with me in the initial setup and Dylan can help me on this.
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Vacation Request - Phase 2🗓️ Completed: 10-15-2025
This is phase 2 for the Vacation Request Process. We are looking to automate the Purchase order creation process in Oracle, update the ticket in Front, and also setup docusign for the resort employee packet. docs.google.com/document/d/1hjv-2Xm8S4rPUJ-LD0MI1KhqH91w9ZkAUo_LjAY1PzY/edit?usp=sharing [https://docs.google.com/document/d/1hjv-2Xm8S4rPUJ-LD0MI1KhqH91w9ZkAUo_LjAY1PzY/edit?usp=sharing] Add Automations to Front to Pull Hire Date from Data Lake Add Automation to create Purchase Order - Possible Uipath Project to Create PO in Oracle Docusign Packet for Employee Acknowledgement of Resort Details Set sender address on ticket from wiki as the requestor email Remove the line that says "employee is banned from the resort (bullet 3)
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Front Sales Pods🗓️ Completed: 10-13-2025
SAT POD 1 – all report to Jim Lacy; Dept 702 SAT Domestic Nathan Self – SCC Glen Daly – KAM Arthur Valdez – DAR SAT POD 2 – all report to Jim Lacy; Dept 702 SAT Domestic Jayden Jackson SCC Charlie Milhimes - KAM Yao (Jerry) Gaglo – DAR CVG POD – all report to Michael Hudson; Dept 852 CVG Domestic Matt Sgantas – SCC Krista Schneider – KAM Justin Damian – DAR RSW Branch POD 2 – all report to Luke Clements; Dept 101 RSW Domestic Spencer Holub – SCC Sam McNosky – KAM Brianna Stallins DAR OCF Branch POD 2 – all report to Joey Muffoletto; Dept 835 OCF Domestic Yomar Lopez – SCC Michael DeChario – KAM Joshua Allen - DAR order RSW Pod 2 OCF Pod 2 SAT POD 1 SAT POD 2 CVG POD 1 add all the Sales Managers and SQMs to the exclusion for all team and POD boxes
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PHX Front Changes🗓️ Completed: 10-09-2025
Kelly asking for the following changes - Step 1: Email enters shared inbox and is auto assigned to rep which triggers a 30 min SLA for them to make their first reply to a an email. If no first reply within 30 mi the SLA is breached and you and terence would be notified. Step 2: Once first reply is sent the rep is to change the email status to " Waiting" which force them to select a tag from the standardized onces we came up with. Step 3: Once email is in "Waiting" status and has been tagged then a 2nd SLA time initiates based on the tag selected with a resolution time. Example we could have once an email is tagged "Customer Quote" there is a 30 min resolution SLA or whichever time you prefer. From there Kelly and Terence can track in analytics the following: 1. Initial response time = Time between receiving email and sending first reply. 2. Resolution time = Time between being marked "waiting" and tagged and status being changed to "Resolved" 3. Amount of conversations coming in for each tag. Example being you could see how many customer quotes are coming in by the tag that is placed on the email. 4. It will show total emails and % tagged and allow you to drill in and see specific emails but Front anyalytics will not provide amount of emails tagged or sent to specific email addresses.
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High Level System Diagram🗓️ Completed: 10-07-2025
Create a High level system Diagram for all systems and integrations. Make a document for it as well.
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Front RLC Insights🗓️ Completed: 09-08-2025
Rob needs data on the flow of emails and metrics for RLC coming to our sales teams.
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(SPM-21061) Competitor Comparables Q2 Data Update🗓️ Completed: 08-26-2025
need the Power BI report Competitor Comparables updated with Q2 data. All pages. https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/c6f60ffb-98a1-4147-a281-801679b25fe2/ReportSection?experience=power-bi [https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/c6f60ffb-98a1-4147-a281-801679b25fe2/ReportSection?experience=power-bi]
View Task - 🗓️ Completed: 08-11-2025
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Workflow of Microsite Leads / Call Integrations🗓️ Completed: 08-01-2025
I want a draft visualization and documentation on the full ecosystem of our microsites completed by end of July. This will include but not limited to where the sites are hosted, the emails the forms send to, how the calls and forms are directed, any connection to sub systems such as pipedrive and the entire workflow of information between systems, the roles involved in handling the communications, CallRail, Calabrio and any other system involved and I want these documents kept updated. And include anything I’ve missed
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Licensing Approval Flow form setup🗓️ Completed: 08-01-2025
Create a Gravity Form on the Asset Management site and implement a workflow that includes an approval process involving Steve and Rob for the following tools: Power BI, Pipedrive, and Front
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Call Rail Revamp🗓️ Completed: 07-16-2025
Updating call flow settings across all microsites to extend ring duration, ensuring our agents have ample time to answer and capture every incoming lead
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Migrating Financial Reporting Workspace🗓️ Completed: 06-02-2025
The current Financial Reporting workspace was created under a free Trial capacity, which is set to expire soon. To ensure continuity, we are creating a new workspace under the Pro version and will back up and migrate all existing reports to the new workspace.
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Troubleshoot of UI Path Test VM's🗓️ Completed: 05-29-2025
The UI Path staging virtual machines are experiencing issues that require troubleshooting. We may need to reinstall both the Studio and Assistant on the affected VMs. Additionally, one of the robots has gone into a disconnected state, preventing us from executing jobs on it
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Troubleshooting Microsite🗓️ Completed: 05-28-2025
Troubleshooting Disk usage issues with microsite and Find the root cause for this issue
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Change Management Process🗓️ Completed: 05-19-2025
Create a Change Management Request for the deployments and New feature requests
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Optimizing VMs🗓️ Completed: 05-15-2025
Resizing the VMs on Azure and adding admins to those, utilizing under utilized VM on different systems for testing the upcoming deployments
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Review of Power BI Licenses🗓️ Completed: 05-12-2025
Review on Power BI licenses and create a template for the rlglobal domain
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Webex Channels / Oracle Research🗓️ Completed: 03-31-2025
Research the following: * Limiting the ability to allow users to leave from a Webex channel (we don't want users to remove themselves) * Adding users to different channels over the API based on their hire date, role, and work location Enhancement as of 3/21: * Have a bot be able to show a form that can create a new space and accept a excel / some spreadsheet and add that list of users to the created space / channel
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Communication Plan🗓️ Completed: 03-27-2025
This project focuses on implementing a structured Incident Management & Communication Plan across different office locations and teams to ensure seamless response to IT incidents and scheduled updates. The plan includes clearly defined roles, responsibilities, communication channels, escalation paths, and real-time monitoring systems to improve resolution efficiency and minimize business disruptions.
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Call Rail and Live chat Data🗓️ Completed: 03-21-2025
Create Linked services for the both the apps and Enable API for the data
View Task - 🗓️ Completed: 03-14-2025
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User Creation on GreenGeeks Database🗓️ Completed: 03-13-2025
Create users on all the CPannels and create a global user on the WHM for the remote access
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2FA setup on Wiki🗓️ Completed: 03-11-2025
Enhancing security with FluentAuth 2FA, enforcing email-based OTP for all subscribers while excluding drivers who log in using their ID numbers. This setup ensures seamless authentication while maintaining security controls. Brute force protection and backup codes are enabled for additional security
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Architecture of RFI🗓️ Completed: 03-10-2025
This project aims to design and implement a comprehensive solution for managing Request for Information (RFI) processes involving sales teams, pricing teams, and customers. The system automates email handling, data extraction, and customer responses using Azure cloud services and an AI-powered chatbot. The chatbot generates aesthetically pleasing, informative responses, ensuring efficient communication and enhanced customer engagement.
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Clean-Up Process of Azure DF (Pipelines)🗓️ Completed: 02-21-2025
The Azure Data Factory (ADF) cleanup process is all about keeping your data workflows tidy and efficient. Over time, it's easy for unused pipelines, triggers, and datasets to pile up, which can make things harder to manage and even impact performance. By identifying and removing these obsolete items, you can ensure your ADF environment stays organized, runs smoothly, and remains cost-effective.
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Power BI Plan🗓️ Completed: 02-21-2025
This project involves the creation of a new Power BI workspace to centralize reports and establish role-based access control (RBAC). The action plan includes migrating reports to the new workspace, removing existing user permissions, and assigning two admins with full access and "View Only" permissions to the rest of the users. Additionally, a tracking spreadsheet will be maintained to document user roles and access levels, ensuring secure and organized report management.
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Architecture for Webex Spaces Automation🗓️ Completed: 02-13-2025
This project automates the management of Webex space memberships by integrating Webex APIs with an Azure SQL Database. The bot fetches membership data from Webex spaces and compares it with the employee data stored in Azure SQL. A stored procedure identifies discrepancies, such as employees who have left Webex spaces but are still active in the organization. The bot, hosted on Glitch, DigitalOcean, or Azure, listens to webhook triggers and re-adds users who unintentionally left while respecting exclusion lists. This ensures team spaces remain consistent and up-to-date, reducing manual oversight and improving collaboration efficiency.
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Azure Automation updates🗓️ Completed: 02-10-2025
The Azure Automation scripts have been upgraded to PowerShell 7.2 to enhance performance, security, and compatibility with the latest Azure modules. This update replaces traditional authentication with Managed Identity, improving security by eliminating stored credentials. Additionally, improved logging, error handling, and proactive monitoring ensure better visibility and reliability of automation workflows
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On Deck
1 tasks ▼
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Front: Marketing Carrier Intake (no ticket number assigned)🗓️ Completed: 11-03-2025
Automated Carrier Intake Response Inbox We need like to create an inbox that Rob can forward emails from carriers to. From that box the sender (carrier) would get sent an automatic response with information on next steps for getting set up, and would notify Stacy/Tom's team for follow-up (planning on using Front).
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Reported Issues
4 tasks ▼
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Azure Data factory impacting event in East US🗓️ Completed: 10-27-2025
Customer using Azure Data factory in East US who may experience data flows and reports getting stuck, delayed, or failing to run in Azure Data Factory. They may also see errors for cluster creation timeouts or resource unavailability.
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Error in Database in Establishing the Database connection🗓️ Completed: 10-07-2025
rlgloballogistics.com [http://rlgloballogistics.com] was down for few minutes, the issue found is there was a credential miss match on the IP config file. Green geeks was suggested to re add the password again in the IP config file. Updated the Config file and the site was back up again
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Bank of America Pipeline Failure on Azure🗓️ Completed: 10-03-2025
The new IP changes on the Azure Data factory VM Caused the issue because the VM has the new IP that needs to be whitelisted on the Bank of America system. Sent the details over to Mario which were forwarded to the team
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DMS Pipeline issue🗓️ Completed: 09-12-2025
There was new IP Changes on the the Azure data factory VM. The New IP wasn't listed on Cargowise database and these VM need Access to Cargowise Database directly. Working Matt Hurst and Cargowise team to get it fixed and get this pipelines get running
View Task
Game Changers
2 tasks ▼
- 🗓️ Completed: 06-24-2025
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UiPath and Python Integration🗓️ Completed: 02-07-2025
Project task board for integrating Python with UiPath. These changes will allow developers to leverage Python code within UiPath applications to broaden what can be automated.
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Approved
1 tasks ▼
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Microsoft Maintenance🗓️ Completed: 10-02-2025
The following changes needed to be made to the Azure VM , as there was a issues in the East US 2 region the IP changes was taking care on one of the VM's which caused issues in running the pipelines. "You’re receiving this notification because you are associated with one or more Azure subscriptions that used Basic SKU public IP addresses within the last 30 days. On 30 September 2025, Basic SKU public IP addresses will be retired in Azure. You can continue to use your existing Basic SKU public IP addresses until then, however, you'll no longer be able to create new ones after 31 March 2025. Standard SKU public IP addresses offer significant improvements [https://urldefense.com/v3/__https:/docs.microsoft.com/azure/virtual-network/ip-services/public-ip-addresses*sku__;Iw!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXjeVzefK$], including: * Access to a variety of other Azure products, including Standard Load Balancer, Azure Firewall, and NAT Gateway. * Security by default—closed to inbound flows unless allowed by a network security group. * Zone-redundant and zonal front ends for inbound and outbound traffic. If you have any Basic SKU public IP addresses deployed in Azure Cloud Services (extended support), those deployments will not be affected by this retirement and you don't need to take any action for them. Required action To avoid any potential service disruptions, review pricing [https://urldefense.com/v3/__https:/azure.microsoft.com/pricing/details/ip-addresses/__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvm2DI9d$] and then upgrade [https://urldefense.com/v3/__https:/learn.microsoft.com/azure/virtual-network/ip-services/public-ip-basic-upgrade-guidance__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvzHjFcw$] to Standard SKU public IP addresses by 30 September 2025."
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Planning
1 tasks ▼
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Azure Maintenance (SPM-25818)🗓️ Completed: 10-01-2025
You’re receiving this notification because you are associated with one or more Azure subscriptions that used Basic SKU public IP addresses within the last 30 days. On 30 September 2025, Basic SKU public IP addresses will be retired in Azure. You can continue to use your existing Basic SKU public IP addresses until then, however, you'll no longer be able to create new ones after 31 March 2025. Standard SKU public IP addresses offer significant improvements [https://urldefense.com/v3/__https:/docs.microsoft.com/azure/virtual-network/ip-services/public-ip-addresses*sku__;Iw!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXjeVzefK$], including: * Access to a variety of other Azure products, including Standard Load Balancer, Azure Firewall, and NAT Gateway. * Security by default—closed to inbound flows unless allowed by a network security group. * Zone-redundant and zonal front ends for inbound and outbound traffic. If you have any Basic SKU public IP addresses deployed in Azure Cloud Services (extended support), those deployments will not be affected by this retirement and you don't need to take any action for them. Required action To avoid any potential service disruptions, review pricing [https://urldefense.com/v3/__https:/azure.microsoft.com/pricing/details/ip-addresses/__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvm2DI9d$] and then upgrade [https://urldefense.com/v3/__https:/learn.microsoft.com/azure/virtual-network/ip-services/public-ip-basic-upgrade-guidance__;!!PI54_M0q6VU!qZSSi03wMP1SVd9vmaR3JPWK2iDBjSZLEFOBzGZ19oD-DZZH-ZAoomjCWAtcQPQ_UOH8DuClRfsarGxRYaGoAX5RXvzHjFcw$] to Standard SKU public IP addresses by 30 September 2025.
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Benson Babu 43 projects completed
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On Deck
2 tasks ▼
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PowerBI: Insurance Trends Report🗓️ Completed: 11-25-2025
PowerbI request - Insurance Trends report. Need to add to the details page the RLC rep so that reports can be downloaded by rep.
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Power BI: Carrier Bids on Orders Report🗓️ Completed: 07-29-2025
Generate a PowerBi report on the Number of Carrier Bids on a McLeod Order. Does Every load have 3 or more bids? How many and which ones do not? Order by and Pull by Dispatcher Splice by Revenue code Drill through by Branch, Manager and CPE Monthly Basis Hopes to tie into Service Failure by Rolled code RLVG or voided How many total and how many had 3 bids
View Task
Fundamentals
40 tasks ▼
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PowerBI: Insurance Trend Report (SPM-45337)🗓️ Completed: 11-21-2025
Powerbi request - Insurance Trends report. Need to add to the details page the RLC rep so that reports can be downloaded by rep.
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BI Report: Texas Triangle (SPM-42184)🗓️ Completed: 11-19-2025
On the “Customer Scorecard” BI report under “Texas Triangle”. Can we make this more like the expedite and tradeshow where we are showing YOY and MOM with a slicer at the top? That way we can see results vs goals? Thank you!
View Task - 🗓️ Completed: 11-07-2025
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Power BI: Row level security by business segment (SPM-38771)🗓️ Completed: 11-04-2025
Create row level security for business segments within BI reports. flatbed specialist and is responsible for helping grow this mode. So I need him to have access to data within his division. He ONLY needs access to customer scorecard, cpe scorecard, strategic account analysis, track and trace, service failure.
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Cargo Wise Power BI reports refresh🗓️ Completed: 11-03-2025
The latest CW update includes changes to the table columns, with some columns being removed. As a result, the Power BI reports require a desktop refresh to align with the updated table structure.
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PowerBi: Update Warehouse RFP / GRI reports🗓️ Completed: 11-03-2025
Warehouse RFPs / GRIs have been migrated from Teamwork to PipeDrive PipeDrive pipeline and PowerBi view will need to be updated PipeDrive Custom Field Mapping [https://docs.google.com/spreadsheets/d/1DdouDZjjQGml-jxgNMcOcHvMZ0HqlIHvoXim6f21PMo/edit?usp=sharing] Need to Update Warehouse RFP / GRI report in PowerBi to pull current and future data from PipeDrive. [https://api.blue.cc/uploads/cmbjmqtg3013x1zri2zs4950g/9baea918-b737-43d6-b146-8d8282b50cbf.PNG]9baea918-b737-43d6-b146-8d8282b50cbf.PNG 79.81 KB [https://api.blue.cc/uploads/cmbjmqtg3013x1zri2zs4950g/9baea918-b737-43d6-b146-8d8282b50cbf.PNG?content-disposition=attachment]
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VW_Shipments Logic Re-Structuring🗓️ Completed: 11-03-2025
Refactor the current VW_Shipments view logic into modular, maintainable components (Base Shipment, Employee Roles, Rate Logic), improving readability, performance, and ease of future updates.
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Manager Coaching Survey Report Revamp🗓️ Completed: 11-03-2025
This project will focus on reviewing and overhauling the existing Power BI report (#90187372 [https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/fa3f42ed-f750-4333-a35c-757791517114?experience=power-bi&redirectedFromSignup=1]) that summarises data from the annual Manager Coaching Surveys. The current reporting process was initiated but remains incomplete and requires a comprehensive redesign to effectively meet the L&D team’s needs. The revamped report will: * Integrate and visualize data from the most recent coaching survey. * Ensure insights are clear, actionable, and aligned with business priorities for coaching effectiveness. * Enable year-on-year comparisons to track progress and trends in managerial coaching efforts. * Provide a user-friendly, visually engaging Power BI dashboard to support strategic decisions, HR insights, and leadership development planning.
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PowerBi: Update Issue Tracker Report🗓️ Completed: 11-03-2025
Existing Issue Tracker PowerBi Report AES with most issues Top Issues - with Dollar Top Customers Biggest issues per department OCF, Billing, Settle Billing_settlement Issue Tracker Workspace Add AR - Incentive based - Sales / CPEs Opens
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PowerBi: Logistics Coverage Analytics 2020-2024🗓️ Completed: 11-03-2025
Analysis of Final Mile, Expedited, and Tradeshow Logistics Performance (2020-2024) - Focus on load coverage, conversion rates, and carrier reliance metrics across different operational teams.
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PowerBi: HR Dashboards🗓️ Completed: 11-03-2025
HR would like to revamp a series of reports, this will allow them to analyze data more accurately and efficiently. It will also provide a more efficient UI / UX design for filtering and display data. RLG Recruiting Details_Report.xlsx 17.6 KB [https://api.blue.cc/uploads/cmamj1xko002a1zvhfxfjbieb/RLG%20Recruiting%20Details_Report.xlsx?content-disposition=attachment]TA Metrics - REPORTING.xlsx 82.4 KB [https://api.blue.cc/uploads/cmamj1xl5002b1zvhh3tee5l1/TA%20Metrics%20-%20REPORTING.xlsx?content-disposition=attachment]
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Add Tracking in Customer Scorecard Report - GSD Report (SPM-25765)🗓️ Completed: 10-29-2025
Would like to add a tab on the Customer Scorecard Report for GSD Flatbed - and have it track monthly, weekly volumes and margins of loads in Flatbed trailer types of the following: F48,FT48,F53,FT53,F,FA,BT,FN,FZ,FH,MX,FD,FT,FC,FM provide numbers and a graph that has both numbers on 2 axis
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Power BI: Updates to the Expedite Page (SPM-36459)🗓️ Completed: 10-29-2025
Looking to have the same visuals on the Expedited Page within the PBi customer scorecard on the Top 75 page
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PowerBI: Cargowise Jobs Report (SPM-31305)🗓️ Completed: 10-24-2025
This is both a problem and a request. Cargowise has an export limit of 1200 and because of the limit I cannot access the data I need to effectively run AFCI. I need a report created in PBI per the attached specifications. Report is to quickly identify the jobs that are taking the longest and how many are sitting out there at one time.
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Update PowerBI Report to add Org Column (SPM-25252)🗓️ Completed: 10-15-2025
Update report linked below to include the ORG > AP > Account Group for the Organization as a column. Provide a multiselect filter to allow filtering by Account Group https://app.powerbi.com/groups/me/reports/a76e6400-cdb1-4660-82e4-eb1bc7afb60d/ReportSection?ctid=7a02538e-ea92-473e-83b1-c7e74c77e0c2&experience=power-bi [https://urldefense.com/v3/__https://app.powerbi.com/groups/me/reports/a76e6400-cdb1-4660-82e4-eb1bc7afb60d/ReportSection?ctid=7a02538e-ea92-473e-83b1-c7e74c77e0c2&experience=power-bi__;!!PI54_M0q6VU!vRx8J-VTnDpxtKe78q4Pb_jEjztcUQP1FSTRaQwXfXUrkUsa5GHVIMNqd9q73a4xExjZovT-5z8ZrfuroEwjfIRyq-k3$] Adding in this column would assist Stacy and her team with the ability to accurately filter this report for a list of NON-TSA Vendors with a last paid date more than 2 years so her team can ensure these orgs are deactivated and Cargowise is kept up to date. Org Status needs to be Active - report is currently showing inactive orgs
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PowerBI: Recruiting Dashboard - Phase 1🗓️ Completed: 10-15-2025
Track recruiting metrics like # of Phone screens, # of hires, time to fill, interview to offer acceptance. Work on the data flow for the entire process
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Finesse Report From Data Lake/Power BI (SPM-33181)🗓️ Completed: 10-07-2025
Finese license is up for renewal 11/10, need to process it by 10/24. Need assistance getting some information from Data Lake/PowerBI for max concurent users logged into Finesse for comparison analysis.
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PowerBI: Intermodal / Dray Rev Codes Report (SPM-27294)🗓️ Completed: 10-02-2025
Can we do a report that shows all intermodal / and Dray rev codes on hold based on Dispatcher - and then a report that would measure the time from the actual Delivery date and time to the hold removal date and time so we can manage the paperwork process from there?
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PowerBI: Adding to Ops Performance Dashboard Report (SPM-27458)🗓️ Completed: 09-24-2025
Can we do a few adds to the Performance Dashboard - Operations BI report: Would like to update the following: Update bus segment to add summarized bus segments in the following manner: Transactions = (CAN, FLAT,RPRJ,SAM,TEMP,TKR,VAN) Special Services (EMD, EXP,FMLE,TS) These would be additional bus segments so we can still have the smaller breakdowns but have a simple roll up for these two. Then update the Overview with a Select Bus Segment options to cut all data and graphs on the screen for that bus segment (margin, Margin% and Volume graphs at bottom would cut to the info based on biz segment as well as all kpi's on the screen. Last, be able to drill into all the following KPI's on the Individual and Team tabs - when drilling it you would click onto a single KPI and it would open up a Graph showing the last 6 months, and drill down again and it would show graph of last 6 weeks of the specified KPI. KPIs to include: Movements, Margin, Revenue, Reuse Carrier%, OB Calls, OB Talk Time, Tracking %, Check Calls, On Time
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PowerBI: GSD - Tradeshow Added Tab🗓️ Completed: 09-24-2025
We are measuring 10% Month over Month. I saw Trey’s version of Expedited, hoping to mirror that view.
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PowerBI: Top 75 Accounts (SPM-28016)🗓️ Completed: 09-24-2025
I was just chatting with Nathan and you all had started building him a report ( Sales Dashboard_test) that captured calls and activities tied to an account. We would like to capture the same as separate columns in our Top 75 account page on the Customer Scorecard report. We would like to incorporate this as soon as we can for the GSD initiatives. Benson: It would be easier for us to move the Top 75 to the sales Dashboard than the other way around.
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Leadership Meeting: Update Survey Report & Bid Pricing (SPM-25763)🗓️ Completed: 09-05-2025
Urgent Project Request for Leadership: Update the Survey PowerBi report based on feedback obtained from Leadership. Needed by EOD / Tomorrow at latest for a leadership meeting 1. Page YoY – Q2: Timely Communication not doing percent calculation – Benson 2. Page RLC Survey Feedback 2 – Q5 chart is not right, needs to look like Q6 and Q7 but list out all branches in a table or vertical bar chart - Benson 3. Add in # of Sent emails and update response KPI Cards – Andrew & Benson 2025 Domestic and International = 427 Sent 4. We need to update the RLC VP Names on Feedback - Benson 5. Two new fields onto Domestic and International form: OpenAI Summarization on comment field and a field for sentiment on form – Need implemented moving forward and update previous form fills - Dylan 6. After AI complete – repull form data and update Feedback page to add in a chart on sentiment – Andrew & Benson 7. Add vlog comparison to survey report – Andrew 8. Bid pricing tied to RLC - Andrew to work with Tom and Rob C.
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Replicate Expedite on Customer Scorecard (SPM-19714)🗓️ Completed: 08-15-2025
We would like to replicate the “Business Segment - Expedite” from the “Performance Dashboard – Operations” to be included on the “Customer Scorecard” report. Essentially, we would like to follow the same rules, but show month over month growth with a goal of 10% MOM growth. Please let me know if there are any questions or concerns. Thanks!
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GSD - Tradeshow added tab via BI Scorecard (SPM-18795)🗓️ Completed: 08-08-2025
We are looking for a tradeshow tab with the following: * T – Revenue code * Branch * Load Count * Total Revenue * Margin * Margin percent * Targeting 10% YOY
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PowerBI: Shipments Data🗓️ Completed: 08-06-2025
Linda requested a Power BI report that lists the AFC shipment count by customer (both B files and S files)
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PowerBi: HR Dashboards Updates🗓️ Completed: 07-28-2025
Please See Plan of Action URL above for adjustments to Turnover, Thrive and Exit Interview Reports Disable Old Thrive and Exit Interview reports in Final Reports Workspace Move New Thrive and Exit Interview reports to Final Reports workspace
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Special Services Reporting🗓️ Completed: 06-18-2025
I need reporting for Special Services to manage our team to growth from prior year. Report needed info below: Special Services Monthly Reporting: Final Mile: Actual Loads, Revenue, Margin and On-Time Delivery for all orders: FM Revenue Codes PLUS all Van Rev Code orders with less then 13 Pieces and Less then 10,000 LBS. By Month. Expedite: Actual Loads, Revenue, Margin and On-Time Delivery for all orders; for all Rev Codes of Canada, Expedited, Final Mile, Flatbed, Temp Control, Tankers and Van < 5 hours of lead time from order Entry date and time to Order Scheduled Arrival Late (if no late then use early) LTL: Actual Loads, Revenue, Margin and On-Time Deliver for all orders; Rev Code LTL Minus all Rev code LTL for customer Hempz Total, Actual Loads, Revenue, Margin and On Time Delivery for all orders Actual Loads, Revenue and Margin- Add the above For % on time – Create weighted average for this. Based on Load numbers in each
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Sales Dashboard🗓️ Completed: 06-06-2025
Integration of the "Sales Accountability" dashboard with the current in-production "Sales Dashboard". The goal is to integrate the two dashboards and then host training sessions for the Sales Managers through Biz Library by Nathan
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US Customs / Duties🗓️ Completed: 06-06-2025
What: Need to have a daily PowerBI report that shows when we are going to pay customs duties (all required fields are in attached documents) Please also include from the collection call screen line of credit, available credit, total due, and the outstanding balance. Why: Settlement team manually pulls a daily report, they send it over to collections team to action the prepaid customers by sending a payment link and to asses the customers LOC (line of credit) to ensure the duties do not exceed the customers LOC. Project Request - US Customs / Duties - Marianne Liebegott | Ticket ID: RLGPRJCTS-51
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Migrating Financial Reporting Workspace🗓️ Completed: 06-02-2025
The current Financial Reporting workspace was created under a free Trial capacity, which is set to expire soon. To ensure continuity, we are creating a new workspace under the Pro version and will back up and migrate all existing reports to the new workspace.
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Insurance Trend Report Updates🗓️ Completed: 05-28-2025
Want to see insurance for order statuses Want to see details on voided orders with insurance (see the customer, ae, etc) Customer trends YoY Margin for may - Overview page Insurance sold for the current month (# orders & $margin) (use ordered date) Orders billed for the current month (use delivered date) Margin for current month (use delivered date) CRG By Order date More lines on trends (Wants to see by status with D and V being the most important) See every day what the voids and totals were (how many voided on X date) Trends YoY Reporting period box - Important for Vince - would like pick just month as well - Verify that the dates selected are the dates being calculated even if the chart title doesn't reflect that - can title change based on what's selected filtering out voids Proper names for statuses - Available for A, Delivered for D, etc Small descriptions on each page to help let the user know what the page is showing by delivered or ordered date - forecast vs actual Insured orders, revenue, columns too wide - stack words
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EDi Purchase carrier scorecard🗓️ Completed: 05-27-2025
Modify the existing EDI report that tells them how compliant purchase carriers are. The problem we see sometimes is that the carrier is not sending us the necessary shipment status that will deliver or close the load, causing Laura to have to manually deliver these. We need to count the carrier accountable for their part and that’s why we are doing this EDI setup to minimize manual as much as possible.
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McLeod: Insurance SSQ Dashboard🗓️ Completed: 05-14-2025
An Order will have an other charge with charge code CRG when Insurance is accepted. If the CRG charge is 0 then insurance was declined. the PowerBI report vince had doesn't update until delivered - this is good, but he like the forecast info this report that Andrew does to give him an indicator of what he might expect out of it
View Task - 🗓️ Completed: 04-10-2025
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Phone Report Enhancement🗓️ Completed: 03-28-2025
Currently the Phone Report is used to track how many phone calls our employees are making as well as how many of those calls are evaluated by managers. This data comes from Finesse & Calabrio. Within each of those systems there is also a team structure defined but in our report the team > branch > division is entirely manually maintained. We should switch to using either Calabrio person > team > group or the finesse equivalent in the report so that it can be maintained in the application and have the report reflect that.
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Acquisition Bounty - Pipedrive Flags for Director Approval🗓️ Completed: 03-07-2025
Implementing a logic in the existing Combined AE margin report. This serves to assist with the incentive calculation (Acquisition Bounty Plan) for the Phoenix group. One of the criteria for the shipment to qualify is to ensure the margin is at cost +15% or has the directors approval, which is currently not captured in the system
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PowerBI - Service Failure Report🗓️ Completed: 02-27-2025
Capture on time delivery/ pick up % for Customers/Carriers, Trends , Delay Codes
View Task - 🗓️ Completed: 02-17-2025
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ABCO Revenue & Lane Reporting🗓️ Completed: 01-28-2025
ABCO_Monthly_Wkly Snapshot_Updated_7-18-24.xlsx 28.94 MB [https://api.blue.cc/uploads/cm6gwyfsb025b2lqgahzrdr3h/ABCO_Monthly_Wkly%20Snapshot_Updated_7-18-24.xlsx?content-disposition=attachment] ABCO_Q2_2024.pptx 837.23 KB [https://api.blue.cc/uploads/cm6gwyfrx025a2lqg7kese3tq/ABCO_Q2_2024.pptx?content-disposition=attachment] Create a Monthly Dashboard capturing the Key metrics for ABCO like Revenue , Rate per Mile, Truck Count, Order Count. - Weekly Metrics - Lane Analysis
View Task - 🗓️ Completed: 01-28-2025
Game Changers
1 tasks ▼
- 🗓️ Completed: 12-31-2024
Rachel Burden 39 projects completed
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On Deck
6 tasks ▼
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Tradeshow - Cowboy Christmas Graphics🗓️ Completed: 11-14-2025
Create LinkedIn graphics promoting that RLG will be at Cowboy Christmas in Vegas. 12/9-12/12. Las Vegas Convention Center, Las Vegas, NV 89109 Need booth # from Erica.
View Task - 🗓️ Completed: 11-13-2025
- 🗓️ Completed: 10-30-2025
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Create list of competitors for each microsite🗓️ Completed: 10-16-2025
Three top intent - competitors for each site.
View Task - 🗓️ Completed: 10-13-2025
- 🗓️ Completed: 10-13-2025
Fundamentals
30 tasks ▼
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End of Year Holiday Party (SPM-34330)🗓️ Completed: 11-24-2025
Requestor: Joey, Marisa Request: Hello! I have a marketing campaign request for our end of year holiday party. The event will be on 12/09. We are requesting save the dates, flyers with event details, RSVPs will be required. I would like communication to begin by next Monday, 10/13. We'd like to first start with a save the date to get communication started. This is our end of year party in December. Crandall said he would assign a PM. About the Event: 9 December 2025@ 5-9p | 6-10p Theme: Winter Wonderland (Enchanted Experience 300+ People) Three-Hour Private Plaza Access * Enchanting Holiday Lights and Decorations * Included Bar and Catering Activations * Photos with Santa * Interact with the Grinch * Appearances from Princesses Family Friendly Food & Drinks QR code to RSVP Suggested Attire - Polished but Comfortable. Free parking Celebrating: * 2025 wins and hard work * Being Together * Looking forward to 2026 Awards? VIP list? Account / Client Outreach? RACI Chart [https://docs.google.com/spreadsheets/d/1BfPOb3mYML4GLXGiyHpLGRXkPJ1egiHH7BLWSfjv-tQ/edit?usp=sharing] 1. Objective (pick one): Event Registration and Awareness 2. Audience: Employees from All 14 branches of R+L Global, ABCO office staff (not drivers), RLC OCF office. 3. Desired outcome/CTA: Viewers will see promotional material and RSVP to attend the event with their plus one and children. Jotform 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: RLGTV, email, Webex, P: Drive for Joey to Play 6. Constraints: This will be a rapid production to allow time for approval from requestors and leadership, and running 4 weeks prior to the event. Marketing resources are authorized to work on project and publishing will be through internal communication channels. Venue Staff needs the number of guests to cater food and drinks 2 weeks prior to event. Avoid faith/tradition specific themes, avoiding red and green. Alcohol can be referenced, but not the focus. Videos should be about 30sec in length to fit between content on RLGTV. 7. Success metric: 300 attendees RSVP'd by end 2nd week of promotion. 8. Owner: Marisa, Joey. Collaborators: Venue Staff 9. Dates: Requested: 7Oct2025 Approved: 8Oct2025 Deadline: 13Oct2025 Save the Date (8 weeks prior to Event) 11Nov2025 (4 weeks prior to Event) 24Nov2025 RSVPs collected and turned in to Venue Staff (2 weeks prior to Event) 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials 2024 Event [https://worldequestriancenter.com/news/winter-wonderland-lights-up-world-equestrian-center-ocala-starting-november-29-2/]WEC_WinterWonderland2025_Buyout_r1.pdf 8.04 MB [https://api.blue.cc/uploads/cmgjs7l8a01kv1ep68i2rdtyl/WEC_WinterWonderland2025_Buyout_r1.pdf?content-disposition=attachment] Save the Date Announcement: – holiday party at WEC on this date. More info coming soon. Time EST? Send out on Monday, October 13th. Visual Style: clinking glasses, confetti, blue and white, blue lights against white backdrop, white birch trees, not too holiday themes (stay away from red and green). Review last years promotional poster. Themes: Winter, Historic, Togetherness, Looking forward, Celebration, Festive Cartoonish, Hint of Silliness. Signup Page: Since people from other branches are responsible for transportation and lodging, we should mention discounted hotel rooms at WEC. Rental cars on the Wiki. Provide links?
View Task - 🗓️ Completed: 11-24-2025
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End of Year Holiday Party PowerPoint - Staff Photos🗓️ Completed: 11-21-2025
Create a PowerPoint slideshow showcasing employee photos from 2025 to be played on rotation at the holiday party at WEC - Dec. 9.
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Customs YouTube Script & Video🗓️ Completed: 11-13-2025
Jacob script - docs.google.com/document/d/1oXIne5jP7Q76Tatb4fdoH7zykKf-XH9pXh_oSETFZyg/edit?usp=sharing [https://docs.google.com/document/d/1oXIne5jP7Q76Tatb4fdoH7zykKf-XH9pXh_oSETFZyg/edit?usp=sharing]
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Customs Keyword - Import Duties🗓️ Completed: 11-12-2025
Keyword = Import Duties Stemming from bookairfreight.com [https://www.bookairfreight.com/] - Carlos – Strategize Import Duties keyword - Jacob – Execute - Rachel – Project manager Plan due by November 12th.
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SM Brand Tone Guide🗓️ Completed: 11-10-2025
Build a Social Media Brand Voice, Audience, and Engagement Guide Objective: Develop a clear, actionable guide for our brand’s tone, voice, audience definition, and engagement strategy for each of our social channels — LinkedIn, TikTok, Facebook, YouTube (include a list of platforms we should consider adding, and platforms we use that we should consider deleting) — with a focus on B2B transportation and logistics services. Deliverables 1. Brand Voice & Tone per Platform * Define tone style (e.g., professional, energetic, conversational, authoritative) for each channel * Include do’s/don’ts and sample phrases/posts that match our audience 2. Audience Profile per Platform * Define the primary target audience for each channel * Note how our audience differs per platform and their likely goals/interests when engaging with us 3. Topical Content Focus * List the core themes/topics that should be posted on each channel (e.g., LinkedIn = leadership, TikTok = behind-the-scenes, YouTube = tutorials/explainers) * Include example post ideas 4. Engagement & Growth Strategy per Channel * Outline how we will build a following (e.g., hashtags, collaborations, posting frequency) * Describe how to encourage interaction (e.g., polls, Q&A, challenges, expert tips) * Include any channel-specific algorithms or trends to leverage 5. Comparison Table * Side-by-side table showing how tone, content, and engagement differ per platform * Include quick-reference bullet points for the team Requirements * Research existing competitors in B2B logistics/transportation and note effective tactics * Factor in generational preferences (Millennials, Gen X, Boomers) and how they consume business content * Include how to separate ourselves from the competition - victim of sameness * Base recommendations on both our audience data and industry best practices * Include 2–3 visual examples or mockups for each channel
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Wiring Checklist🗓️ Completed: 11-05-2025
Create an SOP for adding a CallRail number and testing it. Complete with preplist, call checklist, and campaign checklist. Document adding a number and explain the options along the way. Capture all required items in preplist. SOP lives here: docs.google.com/document/d/13YdjkVlqvMNP1LgW2iyqC1o7Cx5cXCKq-8F2AVmmwVg/edit?usp=sharing [https://docs.google.com/document/d/13YdjkVlqvMNP1LgW2iyqC1o7Cx5cXCKq-8F2AVmmwVg/edit?usp=sharing]
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Freight Insurance Coverage - Record Full Video🗓️ Completed: 10-31-2025
Long form YouTube video for Freight Insurance Coverage. - Rachel records voiceover - Adrian creates video
View Task - 🗓️ Completed: 10-29-2025
- 🗓️ Completed: 10-27-2025
- 🗓️ Completed: 10-23-2025
- 🗓️ Completed: 10-23-2025
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Highline Warren Meeting Presentation (SPM-32876)🗓️ Completed: 10-22-2025
hi! I am needing marketing assistance with a large meeting held in Ocala on oct 23rd - more info to come but wanted to go ahead and get a ticket opened. i would need a presentation, agenda, a printed presentation in a nice folder....once i get the agenda and pull together all the info i can schedule a meeting with marketing? it wont be too crazy, i just need help making it all pretty.
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Internal and External PowerPoint for Trade Show (SPM-18407)🗓️ Completed: 10-14-2025
Hello Erica, Thank you for your request. We are investigating this issue. Your ticket number is SPM-18381. What is this for? Do you want me to direct this information to another department? I sent this information over to Abby and she said she will add this to the projects for the marketing team. Let me know if you need me to do anything else or if I can close this ticket. - Alexander at R+L Global Logistics > On Thursday Aug 07, 2025 at 8:14 am PDT -0700, <[email protected] > [[email protected]]> wrote: > > Hi there! 👋 > What do you need assistance with today? 😊 > I have a request ... > Thank you for reaching out. To help us route your request efficiently, could > you please provide the following > Please give us a description of your request > Create an internal power point for internal sales. > Thank you! One moment while we connect you to an agent
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Marketing Email Banner & LinkedIn Graphics (SPM-32302)🗓️ Completed: 10-14-2025
The two website links are the shows that Marketing needs to create an email banner for. When are the requested items needed by? 10.7.25 Other than you, is there anyone else that would need to be involved in this project? Nope, that should work. What is the goal or intended outcome for this request? The email banner will help get the word out that RLG will be at these two trade shows.
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Regional Sales Director LinkedIn post (SPM-32860)🗓️ Completed: 10-03-2025
Requestor: Aida, HR & Recruitment Request: I'd like to request a LinkedIn post (graphic and copy) be created and shared via our Company page in efforts to advertise for our Regional Sales Director opportunity as to it is an urgent need and of request by Leah D. Here is the link to the posting: https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909 [https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909] 1. Objective: Relevant Candidate Applications Content that attracts candidates with 8+ years experience in Logistics and Sales. 2. Audience: Jobseekers Corporate Roles > Middle to Late Career 3. Desired outcome/CTA: Direct Hire Applications, LinkedIn post interaction 4. Context: 5. Channels: LinkedIn, Indeed, 6. Constraints: Time 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 2Oct2025 Approved: 2Oct2025 Deadline: 3Oct2025 at EOD 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton]
View Task - 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 09-30-2025
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Marketing for Superzoo and Fabtech SPM-14068🗓️ Completed: 09-16-2025
Marketing - Banner for Email Signatures along with announcement to Organization we are exhibiting at Superzoo & Fabtech
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Film and edit Formal and Informal Entries video for YouTube Shorts (SPM-20561)🗓️ Completed: 09-15-2025
Film and edit Formal and Informal Entries video for YouTube Shorts
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Messaging for Q3 Strategic Cargo Theft Prevention Training Sessions (SPM-20402)🗓️ Completed: 09-15-2025
I need to coordinate with marketing for some messaging about the Q3 Strategic Cargo Theft Prevention Training sessions.
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Sales Contest for R+L Global'd Up (SPM-23926)🗓️ Completed: 09-15-2025
Looking to have 2 documents for upcoming sales contests R+L Global'd up.
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Company Survey Questions 2025 (SPM-18683)🗓️ Completed: 09-15-2025
Development (Dylan) to create survey on Monday. Marketing to send email out on Tuesday. Must be approved by Steve and Abby before sending.
View Task - 🗓️ Completed: 08-18-2025
- 🗓️ Completed: 08-11-2025
- 🗓️ Completed: 08-07-2025
- 🗓️ Completed: 08-07-2025
- 🗓️ Completed: 08-01-2025
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RLG-TV -- Operation Safe Driver Week🗓️ Completed: 07-14-2025
Jonathan Swartz received a request from Nicole to have something up on RLG-TV companywide for Operation Safe Driver Week. Link to the file for background information: https://docs.googl.com/document/d/1MBAz5rmhBng_iSZsnDI_IY9SafVBi_yR/edit?usp=sharing&ouid=112501523124930504805&rtpof=true&sd=true [https://docs.google.com/document/d/1MBAz5rmhBng_iSZsnDI_IY9SafVBi_yR/edit?usp=sharing&ouid=112501523124930504805&rtpof=true&sd=true] Time urgency: Operation Safe Driver Week is July 13-19, 2025 If any questions, please reach out to Nicole in Birmingham.
View Task
Parking Lot
3 tasks ▼
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Create graphics for Trade Show (SPM-32302)🗓️ Completed: 09-30-2025
Erica Rosignolo. "Rachel, Can marketing work their magic for signature banners and LinkedIn approved graphics? Exhibitors are myself, Adrian and Justin." https://sunbeltexpo.com/ [https://sunbeltexpo.com/] https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/ [https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/]
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(First Fitting) Company Indeed and LinkedIn Life pages updated (SPM-27766)🗓️ Completed: 09-17-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective: Lead, Education, Event, Recruitment Content that attracts candidates for early 2026. College grads trying to pick out where they want to work. Updated content for job seekers. 2. Audience: Jobseekers Corporate Roles > Early Career > College Grads > Hebron, KY and Core4 (Ocala Ft Meyers, Phoenix, Cincinnati) 3. Desired outcome/CTA: Finding new candidates with a focus on the Core Four. Be so overwhelmed with candidates. Launch your career with us. Participation in Handshake events, Sign ups for Training Programs, Direct Hire Applications, LinkedIn post interaction 4. Context: - Lower carbon foot print, mostly IT tech roles, benefits, vacation rentals, course or certificate we do have an opportunity to cover cost of course/certified per employee, BizLibrary (educational opportunities, personal development), LDP Program (once per year. 6-8 months long, Rob, Brice, Vince, and direct manager), fear/frustration on getting out of college and no experience (trainee program - ideal for college grads. Cap at 20, we got 16 and 11), employees at food trucks, Handshake (for college students) Aida will send me the dates, Career Fairs (Aida will send me the dates), - Indeed - photos, videos of team members - LinkedIn - Polls, football, theme days, - Update "About Us" for both pages - we will craft and create (get one of the writers to write it) 5. Channels: LinkedIn, Handshake, Indeed, Instagram, - LinkedIn - https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true [https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true] - Indeed - https://www.indeed.com/cmp/R+l-Global-Logistics/about [https://www.indeed.com/cmp/R+l-Global-Logistics/about] 6. Constraints: - Indeed (RB needs log in) - LinkedIn (Aida will send header graphic in Canva) - Abby needs to approve every post, so I may not be able to repost - Aida's team can be reposted, given the content - Training class budget 2026 being discussed now until Nov. - Brand Guidelines & Equal Opportunity 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 15 Sep 2025 Approved: Deadline: She's flexible, but ASAP - Indeed - once a month - LinkedIn - once or twice a month 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials - Canva Assets - Slide Deck for Handshake events
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(Start) Company Indeed and LinkedIn Life pages update🗓️ Completed: 09-17-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective (pick one): Lead, Pipeline acceleration, Education, Event, Retention, Conversion repair, Partner recruitment 2. Audience: segment, vertical, buyer role, geography 3. Desired outcome/CTA: book call, register, download, request quote, etc. 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: web, email, paid, field, etc. 6. Constraints: budget, timing, approvals, compliance 7. Success metric: volume + quality target, due date 8. Owner (Sales), Collaborators, Approver(s) 9. Dates: Requested, Approved, Deadline. 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials
View Task
Jacob Lee 37 projects completed
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Fundamentals
25 tasks ▼
- 🗓️ Completed: 11-26-2025
- 🗓️ Completed: 11-24-2025
- 🗓️ Completed: 11-24-2025
- 🗓️ Completed: 11-21-2025
- 🗓️ Completed: 11-20-2025
- 🗓️ Completed: 11-19-2025
- 🗓️ Completed: 11-18-2025
- 🗓️ Completed: 11-17-2025
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Customs YouTube Script & Video🗓️ Completed: 11-13-2025
Jacob script - docs.google.com/document/d/1oXIne5jP7Q76Tatb4fdoH7zykKf-XH9pXh_oSETFZyg/edit?usp=sharing [https://docs.google.com/document/d/1oXIne5jP7Q76Tatb4fdoH7zykKf-XH9pXh_oSETFZyg/edit?usp=sharing]
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Blog - Learn If Partial Truckload Shipping Is Right For Your Needs - Truckload🗓️ Completed: 11-12-2025
Learn If Partial Truckload Shipping Is Right For Your Needs - docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing [https://docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing]
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Blog - Inventory Positioning and its Benefits to US Shippers - Product Distribution Strategy🗓️ Completed: 11-12-2025
docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing [https://docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing]
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Blog - Import Duties - USA Customs🗓️ Completed: 11-12-2025
docs.google.com/document/d/1Avbx98sUD2I1qB3CFn8190dfjZwv3abLQuq3vMkS_mA/edit?usp=sharing [https://docs.google.com/document/d/1Avbx98sUD2I1qB3CFn8190dfjZwv3abLQuq3vMkS_mA/edit?usp=sharing]
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Customs Keyword - Import Duties🗓️ Completed: 11-12-2025
Keyword = Import Duties Stemming from bookairfreight.com [https://www.bookairfreight.com/] - Carlos – Strategize Import Duties keyword - Jacob – Execute - Rachel – Project manager Plan due by November 12th.
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Blog - Air Freight Vs Ocean Freight: Which One is Safer? - Freight Insurance Coverage🗓️ Completed: 11-06-2025
docs.google.com/document/d/11L6k5XvGOWbo3glucBwUTEmANdqxj-0p8wCPw5DfzDc/edit?usp=sharing [https://docs.google.com/document/d/11L6k5XvGOWbo3glucBwUTEmANdqxj-0p8wCPw5DfzDc/edit?usp=sharing]
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Freight Insurance Coverage - Record Full Video🗓️ Completed: 10-31-2025
Long form YouTube video for Freight Insurance Coverage. - Rachel records voiceover - Adrian creates video
View Task - 🗓️ Completed: 10-27-2025
- 🗓️ Completed: 10-23-2025
- 🗓️ Completed: 10-23-2025
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Customs Bonds Requirements Article🗓️ Completed: 10-23-2025
I just started working on my ‘customs bond requirements’ from last week.
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Door to Door Freight Forwarding Article🗓️ Completed: 10-20-2025
Jacob - KW: door to door freight forwarding / 20 volume / KD N/A I want to feed our USA Freight Forwarding site with this new article. Based on the site map, we’ve never covered this topic before.
View Task - 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 10-02-2025
- 🗓️ Completed: 09-30-2025
- 🗓️ Completed: 09-30-2025
Parking Lot
3 tasks ▼
On Deck
9 tasks ▼
- 🗓️ Completed: 11-13-2025
- 🗓️ Completed: 11-10-2025
- 🗓️ Completed: 10-30-2025
- 🗓️ Completed: 10-30-2025
- 🗓️ Completed: 10-28-2025
- 🗓️ Completed: 10-17-2025
- 🗓️ Completed: 10-13-2025
- 🗓️ Completed: 10-13-2025
- 🗓️ Completed: 10-10-2025
Elijah Sprung 35 projects completed
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Fundamentals
31 tasks ▼
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PTO Cash Out Gravity Form🗓️ Completed: 11-26-2025
Revision to process from completed card: app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/c2bf080db67c4ec19429c3e731859969 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/c2bf080db67c4ec19429c3e731859969] Due to issues with Proofpoint Isolation in the Fluent Form process, need to use Gravity to recreate. Bre is writing instructions for the dev updates.
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McLeod Upgrade Testing - UiPath🗓️ Completed: 11-18-2025
This card is for Elijah's part in UiPath process changes for McLeod upgrade. He worked on PTLS Settlement Accruals.
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Wiki Request: Update PTO Cash Out Form🗓️ Completed: 11-18-2025
Update the current PTO cash out form so that it is more user friendly and relevant. Complete with electronic signature and employee initials format and a "Click to Submit" button which will automatically be sent to [email protected] [[email protected]]. Remove the Payroll use only box Also need to update the Wiki home page with the following specs - Abby would like the current orange, Open Enrollment banner to be split in two. 1 side with the current message, the other side that says "PTO Cash Out Form - Click Here!" with both Click Here! underlined. Text would be smaller and separated by a line down the middle.
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Wiki: Compliance request Restricted commodities page update (SPM-36810)🗓️ Completed: 11-14-2025
Update the WIKI page for compliance requests > restricted commodiities https://rlglobalwiki.com/employee-services/compliance-request-system/ [https://rlglobalwiki.com/employee-services/compliance-request-system/]Front chat attachment.pdf 553.07 KB [https://api.blue.cc/uploads/cmhc4cc3m00pj1errdka77ji8/Front_chat_attachment.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 11-03-2025
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Microsoft Auth App Split (SPM-37198)🗓️ Completed: 10-30-2025
Need to split the Microsoft authentication app split into two different app In order have to different groups of authentication. I need help of a developer to do that. Currently the Blue side bar and Blue dashboard which is using the same Microsoft Auth login page. But both have different functionality and need to have different permission groups in order to restrict the users to login. Dom worked with me in the initial setup and Dylan can help me on this.
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Request: Add Contact Name/Number to Saved Locations🗓️ Completed: 10-22-2025
* Feature Request: Under a "saved location", having the ability to link and auto-populate a contact name & phone number at that particular stop. Specifically in the situation where that "saved location" isn't our customer, and does not have an account created in pipedrive. Example: We have a customer who ships regularly to a specific location. We have that location saved to auto-populate, however are still having to manually enter the receivers contact name/number info. Even though it is the same every time. * Feature Need: Increase speed of admin work building loads. Guarantee consistency * Feature Benefit: Increase speed of admin work building loads. Guarantee consistency
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McLeod Upgrade Testing - API Endpoints, Part 2🗓️ Completed: 10-16-2025
See McLeod Upgrade Blue Project for more info
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Apex Attendee List Export Web Scrape🗓️ Completed: 10-14-2025
Run a custom script using Google Places AI to scrape the data for each company (exhibitors) website to pull address and phone for each company. aapexshow.com/tools-training-innovation-at-aapex-2025 [https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/] On the ones without a phone number pull from zoominfo API
View Task - 🗓️ Completed: 10-08-2025
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Sunbelt Attendee List Export Web Scrape🗓️ Completed: 10-02-2025
Run a custom script using Google Places AI to scrape the data for each company (exhibitors) website to pull address and phone for each company. sunbeltexpo.com [https://sunbeltexpo.com/]
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FABTECH Attendee List Export Web Scrape🗓️ Completed: 10-01-2025
App : FABTECH Events 2025 App Sign in: [email protected] [[email protected]] Bugg@619999 Exhibitors: fabtech2025.smallworldlabs.com/exhibitors [https://fabtech2025.smallworldlabs.com/exhibitors] Erica wants to export the Attendees not the Exhibitors Name, Company Name and Position
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Pack Expo Company List (SPM-27467)🗓️ Completed: 09-15-2025
Please create an Automation to pull the Address and Web URL of the company found in the excel spreadsheet from the expo website and add into the worksheet. https://packexpo25.mapyourshow.com/8_0/explore/exhibitor-gallery.cfm?featured=false [https://packexpo25.mapyourshow.com/8_0/explore/exhibitor-gallery.cfm?featured=false] packexpo_list_cleaned.xlsx 75.17 KB [https://api.blue.cc/uploads/cmfegwl5d00nc1epw4ixw1due/packexpo_list_cleaned.xlsx?content-disposition=attachment]
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Update for RLG Blue Dashboard (SPM-20233)🗓️ Completed: 09-11-2025
Only on Incomplete Projects & Completed Tab: Add a Filter by IT & Marketing Requests (These are separate boards in Blue) Only on Incomplete Projects Tab: Remove Priority Column/Front, Keep AutoScore Change Request Tab: Change Due Date labels to Scheduled Dated on Scheduled Changes and Reported date on Reported issues. Have rows open in pop up in same window, Show description and file field, have button to blue
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Contract Classification and Auto Rating: Strategic Account Analysis (SPM-19492)🗓️ Completed: 09-04-2025
Purpose: Provide tech integration that feeds the Data Lake ensuring system fields are synced and scalable for strategic account reporting. Problem: Today the system does not have a way to identify strategic customers and provide a scalable solution for reporting purposes Andrew is responsible for adding field in McLeod, and McLeod side Elijah is responsible for Pipedrive side
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Request: Modify McLeod LRA FlowLogix (SPM-10514)🗓️ Completed: 08-25-2025
There is a flowlogix in place that looks at Customer Master Files>Images>Signed Lane Rate Agreement>scanned in the last year, it then attaches that image to available loads as a Signed Spot Quote. I would like to request that this flowlogix is modified to match the new SOP for LRA's and only looks at the past 90 days for this image (signed Lane Rate Agreement) Current FlowLogix Project: PTLS Signed lane agreement to signed spot quote docs.google.com/document/d/14f-wk6TypxwTTcTU4wHrbPSCsfffqi2lRwyO_KePRYA/edit?usp=sharing [https://docs.google.com/document/d/14f-wk6TypxwTTcTU4wHrbPSCsfffqi2lRwyO_KePRYA/edit?usp=sharing]
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(SPM-22546) Front Support Main SLA to Webex🗓️ Completed: 08-25-2025
We have 3 rules in the Support Main inbox in Front that trigger on a time rule to notify ASE and IT management that a response hasn’t been completed on a ticket within a certain time period. These rules can be updated to send the alert to a webhook. We would like the 5 Min SLA to send an alert to the App Support Engineer Team Webex Space and we would like the 10 Min alert and Leadership alert to send an alert to a New Webex Space called “Critical ASE SLA”, the members in that space would be Brenda Durham and Steve Crandall. Front: Support Main 5 Min SLA Rule (SLA Warning) -> App Support Engineer Team: rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20169938 [https://rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20169938] Front: Support Main 10 Min SLA Rule (SLA Breach) -> Critical ASE SLA: rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20170002 [https://rlglobal.frontapp.com/settings/tim:7182604/rules/recipes/20170002] Front: Support Main Leadership SLA Rule (Leadership Request) -> Critical ASE SLA: rlglobal.frontapp.com/settings/tim:7182604/rules/edit/18765906 [https://rlglobal.frontapp.com/settings/tim:7182604/rules/edit/18765906] Webex Alert Details: We would like the following in the Alert in Webex: Alert Type: SLA Warning, SLA Breach, or Leadership Request Subject: Assignee: (May be unassigned) Sender From: Date Time stamp of when Message was received Link to Front Conversation [https://api.blue.cc/uploads/cmemsaa1z000k1oqn4pm39s53/image.png]image.png 9.58 KB [https://api.blue.cc/uploads/cmemsaa1z000k1oqn4pm39s53/image.png?content-disposition=attachment] [https://api.blue.cc/uploads/cmemsai18000l1oqn0t9v46n3/image.png]image.png 7.84 KB [https://api.blue.cc/uploads/cmemsai18000l1oqn0t9v46n3/image.png?content-disposition=attachment]
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Blue Dashboard Enhancement: Change Request Tab🗓️ Completed: 08-19-2025
Development, Data, Marketing Tabs: Can we remove the hover effect on the cards that shows the additional data? It makes the page very Jumpy and if we are just scrolling the page is moving around too much Blue Dashboard.mp4 1.83 MB [https://api.blue.cc/uploads/cmdhjknqq00l32juah8o2b3lw/Blue_Dashboard.mp4?content-disposition=attachment] Change Request Tab: Show RLG IT System Status Board on a tab - titled "RLG System Status" The Board in blue is to track scheduled updates and issues impacting multiple users By default show incomplete records - filters should allow completed records to show as well There are two types of records on this board: Scheduled Reported Issue On the New Tab we want one column for Reported Issue and One Column for Scheduled titled: * Layout: 2 Columns next to each other * Scheduled Updates * Show * Title, * Status (Project completion status - If Incomplete then status is Open - Complete can be complete) * Change Request Number, * Due Date, * Severity (Normal), * Tag, * Description (Attached Document) * Sort by due date ASC - Nearest future Date first * ex: * Title - 7-18-2025 * Title - 7-19-2025 * Title - 7-20-2025 * Reported Issues * Show * Title, * Status (Project completion status - If Incomplete then status is Open - Complete can be resolved) * Due Date, * Severity (Normal), * Tag, * Description (Attached Document) * Sort by Severity DESC and Due Date DESC - * ex: * Issue - Critical - 7-18-2025 * Issue - Critical - 7-17-2025 * Issue - High - 7-18-2025 * Issue - High - 7-17-2025 * Issue - Medium - 7-18-2025 * Issue - Medium - 7-17-2025 1 set of filters that control both Columns * Global Search Input (Searches all fields) * Severity * System (Tags) * Quick Date Option * Toggle Incomplete vs resolved - default to incomplete?
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Request: FlowLogix ERL Enhancement - Exclude MG🗓️ Completed: 07-31-2025
Enhancements: Exclude MG order code Please review Front ticket for details
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Blue Dashboard Enhancement: Marketing Updates🗓️ Completed: 07-23-2025
Marketing Update Marketing projects are not showing up in the "Requestor All Projects Tab Update New Marketing and RLG IT Field: VP Filter: VP Column: VP Quick Date Options This Week The Month 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter
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Request: FlowLogix - Order Void with Insurance🗓️ Completed: 07-23-2025
When an Order Status in McLeod is Updated to Void, trigger a flowlogix project. In the flowlogix project check if the order has a CRG charge code. If yes check if the charge code is greater than 0. If charge code is greater than 0 send an email to [email protected] [[email protected]]. If no to any of the above stop project. Email should include the following order details and wording: Order # {order_id} has been voided and has a CRG charge is greater than 0. Please action immediately and cancel the certificate. Order: Status: CRG Amount: Entered By:
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FlowLogix: Credit Override Reduction🗓️ Completed: 07-16-2025
Allen is departing the organization and Marianne is looking to reduce the volume of credit overrides and for an automation that would release the credit override if it meets a specific threshold -Part 1: Stop creating credit override from Pipedrive when prepayment request is selected IF customer has line of credit -Part 2: Flowlogix project for approving credit overrides in Mcleod if order is within x% of the overall credit limit on the account (currently the credit team gets a rapid alert of all credit overrides -- the project would need to handle the message that goes to credit with different verbiage if override was automatically overrided vs ones they still need to review) (More requirements to come)
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Blue Dashboard Enhancement: Date Filtering on Leaderboards🗓️ Completed: 07-15-2025
Add date filtering to the project tabs. Example show by date, range of dates, quarterly filtering, etc.
View Task - 🗓️ Completed: 04-11-2025
- 🗓️ Completed: 04-09-2025
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Elijah's To-Do List🗓️ Completed: 02-25-2025
Small Blue task where I can list out the things I need to do that take time, but do not require their own task.
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Available Tractors Load Board: Investigate Methods to Exclude Purchase🗓️ Completed: 02-24-2025
Investigate Method to remove Purchase carriers from Available Tractors on Load Boards (V, BRK)
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UIPath: Settlement Accruals🗓️ Completed: 02-19-2025
UI Path automation to void out old unpaid settlements + earnings and deductions for orders older than 180 days. The process is designed to run unattended, on a daily cadence 9am monday-friday.
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Review Special Accounts Billing Process🗓️ Completed: 02-05-2025
The recording for the Special Accounts Billing needs review for SOP creation.
View Task - 🗓️ Completed: 12-20-2024
- 🗓️ Completed: 12-18-2024
Game Changers
4 tasks ▼
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Pipedrive App Audit | API Update🗓️ Completed: 11-20-2025
Review apps for outdated endpoints. Update to v2 where possible. 1. Start Wizard 2. Order Manager 3. Customer Manager
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UiPath: Migrating from Glitch to DigitalOcean🗓️ Completed: 07-01-2025
"On July 8, 2025 Glitch project hosting and user profiles will be shut down. Your Glitch dashboard will remain available as usual through the end of 2025, with access to download all of your code for your projects, as well as a new feature to set up redirects for your project subdomains so your URLs keep working." The UiPath Glitch project which is used as middleware to handle complex requests needs to be ported over to DigitalOcean before Glitch stops functioning. There are multiple production projects that use code hosted on Glitch that will also need updating due to the endpoint changing.
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UiPath: AFCI Bond Review🗓️ Completed: 06-23-2025
Phase 1 of a process to use the UI of the Merlin Bonds site to review all bonds that have been marked as "Active." The process will go through all of these bonds, download their Excel reports, and check to see if R+L is the majority bond holder, if the bond is at a certain age, and if the bond is set to be renewed later in the year. The process will then take the data from the bond and place it in a "master" Excel document that is located within the "P:\RoboticsProcessAutomation" folder. The Excel document will have 2 sheets, one with the bonds that satisfy all conditions for renewal, and those that need attention. RLG-Development/UiPath_AFCI_Bond_Review [https://github.com/RLG-Development/UiPath_AFCI_Bond_Review]
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UiPath and Python Integration🗓️ Completed: 02-07-2025
Project task board for integrating Python with UiPath. These changes will allow developers to leverage Python code within UiPath applications to broaden what can be automated.
View Task
Robin Lantigua 24 projects completed
▼
Fundamentals
22 tasks ▼
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Mcleod fields cleared out before we start using it for our Sourcing teams CRM tool. (SPM-32188)🗓️ Completed: 11-12-2025
Looking to have a number of Mcleod fields cleared out before we start using it for our Sourcing teams CRM tool.
View Task - 🗓️ Completed: 11-07-2025
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BigQuery Data Consolidation for Google Analytics🗓️ Completed: 11-03-2025
The current setup stores Google Analytics data across multiple tables (device, deviceWebInfo, Geo, PrivacyInfo) in BigQuery and Azure SQL, leading to excessive redundancy and inefficient reporting. To streamline data processing and improve performance, we aim to consolidate these tables into a single, optimized table while ensuring compatibility with Power BI reports. Objectives 1. Reduce Data Redundancy * Consolidate data from [GoogleAnalytics].device, [GoogleAnalytics].deviceWebInfo, [GoogleAnalytics].Geo, and [GoogleAnalytics].PrivacyInfo into one common table in Azure SQL. 2. Improve Query Performance & Efficiency * Reduce the number of joins in queries by centralizing data. * Optimize indexing and storage for efficient retrieval. 3. Ensure Compatibility with Existing Reports * Modify Power BI views (VW_SessionCountsByGeo, VW_GeoEventConversionMetrics) to reference the new consolidated table. * Update related Power BI reports to reflect the changes.
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Google Search Console -> Datalake🗓️ Completed: 11-03-2025
This is Task is all about Migrating the data from Google search Console to Big Query by creating the datasets and by Azure Data Factory get the data into Data Lake.
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Customs: Sales Data Report Automation🗓️ Completed: 11-03-2025
We are exploring ways to automate our Customs Sales Data report, which currently aggregates information from various sources. Given the complexity and diversity of these data sources, this automation process will require careful planning and is expected to take some time. The report incorporates data from the following services, each presenting unique challenges: Fluent Forms (USACC) Stripe Google Analytics 4 (GA4) Google Ads (Looker) LiveChat CallRail
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PowerBi: GA Replicate Author Tracking Reports🗓️ Completed: 11-03-2025
We have a BI report on GA4 data featuring a proposed page that displays page information by events. An author filter has been added to this page, and it is currently pending review. [https://api.blue.cc/uploads/cm7nrxkzp01ug2ls5ax0d91nn/image.png]image.png 99.2 KB [https://api.blue.cc/uploads/cm7nrxkzp01ug2ls5ax0d91nn/image.png?content-disposition=attachment]
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ABCO Data Views🗓️ Completed: 11-03-2025
Pull ABCO Data into DataLake Create SQL Views for ABCO Data * Extract relevant ABCO-related tables and fields from the Data Warehouse. * Create dedicated views that represent clean, business-ready datasets specific to ABCO. Verify DS_Shipments Model in Power BI * Locate and validate the DS_Shipments semantic model used for ABCO reporting.
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Revise Google Analytics Big query jobs🗓️ Completed: 11-03-2025
Revise Google Analytics Big query jobs We are missing few days of GA4 Data Big query data load failed today 7/22 do to missing data in site config table Steps - re created Site config table - scheduled job to created Site config table as needed - Manually ran Big query Job for missing dates - Re Ran azure data Factory to refresh data Lake tables.
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Google Analytics -> Datalake🗓️ Completed: 11-03-2025
pull microsite traffic data from google analytics, through bigquery, into the datalake.
View Task - 🗓️ Completed: 11-03-2025
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Tractor Status Combined add Theresa Vega🗓️ Completed: 11-03-2025
rlglobal.frontapp.com/inboxes/teammates/15448466/assigned/open/108641275666 [https://rlglobal.frontapp.com/inboxes/teammates/15448466/assigned/open/108641275666]
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Purchase Settlement Automation - Stored Procedure🗓️ Completed: 11-03-2025
Saswati requested a developer from the Database team to create a new stored procedure for retrieving delivered orders with revenue code V from McLeod database. This is similar to the stored procedure that Roberto created for Navix, and Andrew had since made small modifications to.
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PowerBi: Google Analytics Microsite Reports🗓️ Completed: 11-03-2025
This project integrates Google Analytics 4 (GA4) data into our data lake, enabling structured storage for further analysis. The next phase focuses on developing a BI report to visualize key GA4 metrics, providing insights into user behavior, traffic sources, and engagement trends. The report will offer a streamlined view of essential analytics data to support data-driven decision-making.
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Fluent Forms data for USA Customs Clearance (SPM-31667)🗓️ Completed: 11-03-2025
I need information contained on fluent forms in USA Customs Clearance. Specifically, three months worth of purchases (6/25/25 to 9/25/25) with customer name and contact information. Specifics are laid out in a request form here. https://docs.google.com/document/d/1fEtNvUn9uSFbUzLG0u03p6DVxI5jR0A4th8c_BCEDuk/edit?tab=t.0 [https://docs.google.com/document/d/1fEtNvUn9uSFbUzLG0u03p6DVxI5jR0A4th8c_BCEDuk/edit?tab=t.0]
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McLeod CT - RLG_DW modifications🗓️ Completed: 11-03-2025
In order to prepare RLG_DW for change tracking, all of the CrUD stored procs, external tables, and updated _p tables need to be put into a git branch and a PR created. All of the tables with such a proc in dev should be included.
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Cargo Wise Power BI reports refresh🗓️ Completed: 11-03-2025
The latest CW update includes changes to the table columns, with some columns being removed. As a result, the Power BI reports require a desktop refresh to align with the updated table structure.
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PowerBi: Update Warehouse RFP / GRI reports🗓️ Completed: 11-03-2025
Warehouse RFPs / GRIs have been migrated from Teamwork to PipeDrive PipeDrive pipeline and PowerBi view will need to be updated PipeDrive Custom Field Mapping [https://docs.google.com/spreadsheets/d/1DdouDZjjQGml-jxgNMcOcHvMZ0HqlIHvoXim6f21PMo/edit?usp=sharing] Need to Update Warehouse RFP / GRI report in PowerBi to pull current and future data from PipeDrive. [https://api.blue.cc/uploads/cmbjmqtg3013x1zri2zs4950g/9baea918-b737-43d6-b146-8d8282b50cbf.PNG]9baea918-b737-43d6-b146-8d8282b50cbf.PNG 79.81 KB [https://api.blue.cc/uploads/cmbjmqtg3013x1zri2zs4950g/9baea918-b737-43d6-b146-8d8282b50cbf.PNG?content-disposition=attachment]
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VW_Shipments Logic Re-Structuring🗓️ Completed: 11-03-2025
Refactor the current VW_Shipments view logic into modular, maintainable components (Base Shipment, Employee Roles, Rate Logic), improving readability, performance, and ease of future updates.
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Manager Coaching Survey Report Revamp🗓️ Completed: 11-03-2025
This project will focus on reviewing and overhauling the existing Power BI report (#90187372 [https://app.powerbi.com/groups/4dbf6e44-475a-48cd-9fd9-e6cee8e8e627/reports/fa3f42ed-f750-4333-a35c-757791517114?experience=power-bi&redirectedFromSignup=1]) that summarises data from the annual Manager Coaching Surveys. The current reporting process was initiated but remains incomplete and requires a comprehensive redesign to effectively meet the L&D team’s needs. The revamped report will: * Integrate and visualize data from the most recent coaching survey. * Ensure insights are clear, actionable, and aligned with business priorities for coaching effectiveness. * Enable year-on-year comparisons to track progress and trends in managerial coaching efforts. * Provide a user-friendly, visually engaging Power BI dashboard to support strategic decisions, HR insights, and leadership development planning.
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PowerBi: Update Issue Tracker Report🗓️ Completed: 11-03-2025
Existing Issue Tracker PowerBi Report AES with most issues Top Issues - with Dollar Top Customers Biggest issues per department OCF, Billing, Settle Billing_settlement Issue Tracker Workspace Add AR - Incentive based - Sales / CPEs Opens
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PowerBi: Logistics Coverage Analytics 2020-2024🗓️ Completed: 11-03-2025
Analysis of Final Mile, Expedited, and Tradeshow Logistics Performance (2020-2024) - Focus on load coverage, conversion rates, and carrier reliance metrics across different operational teams.
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PowerBi: HR Dashboards🗓️ Completed: 11-03-2025
HR would like to revamp a series of reports, this will allow them to analyze data more accurately and efficiently. It will also provide a more efficient UI / UX design for filtering and display data. RLG Recruiting Details_Report.xlsx 17.6 KB [https://api.blue.cc/uploads/cmamj1xko002a1zvhfxfjbieb/RLG%20Recruiting%20Details_Report.xlsx?content-disposition=attachment]TA Metrics - REPORTING.xlsx 82.4 KB [https://api.blue.cc/uploads/cmamj1xl5002b1zvhh3tee5l1/TA%20Metrics%20-%20REPORTING.xlsx?content-disposition=attachment]
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On Deck
1 tasks ▼
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Power BI: Carrier Bids on Orders Report🗓️ Completed: 07-29-2025
Generate a PowerBi report on the Number of Carrier Bids on a McLeod Order. Does Every load have 3 or more bids? How many and which ones do not? Order by and Pull by Dispatcher Splice by Revenue code Drill through by Branch, Manager and CPE Monthly Basis Hopes to tie into Service Failure by Rolled code RLVG or voided How many total and how many had 3 bids
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Game Changers
1 tasks ▼
- 🗓️ Completed: 12-31-2024
Abby Blystra 21 projects completed
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Fundamentals
16 tasks ▼
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N.A. Ground Division Growth Initiative - Phase 1🗓️ Completed: 11-12-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
View Task - 🗓️ Completed: 10-29-2025
- 🗓️ Completed: 10-03-2025
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CHB - Customs New Customer Packet🗓️ Completed: 09-23-2025
Per meeting with Mario and Latoria on T, 5/27/25 the New Customer Packet needs to be revised. Docs provided in the meeting attached. Latoria mentioned the POA must be completed by the customer and submitted directly to AFC. It cannot be received by an R+L AE and then passed along per law compliance. Abby to find out if POA can be entirely completed online, or if it must be printed, signed, scanned, and either uploaded/emailed back to AFC. Do NOT edit CBP Form 400.Drawback Sale Sheet.pdf 1.46 MB [https://api.blue.cc/uploads/cmbazwapq03xq1zpqcaosa93t/Drawback%20Sale%20Sheet.pdf?content-disposition=attachment]Tariff Classification .pdf 5.69 MB [https://api.blue.cc/uploads/cmbazwasu03xv1zpq11xv57fc/Tariff%20Classification%20.pdf?content-disposition=attachment]2025 PMS Dates.pdf 76.64 KB [https://api.blue.cc/uploads/cmbazwasw03xx1zpqhdv9bz31/2025%20PMS%20Dates.pdf?content-disposition=attachment]ACH DEBIT APPLICATION cbp_form_400.pdf 1.7 MB [https://api.blue.cc/uploads/cmbazwapp03xp1zpqeogjezjm/ACH%20DEBIT%20APPLICATION%20cbp_form_400.pdf?content-disposition=attachment]AFC Power of Attorney.pdf 466.77 KB [https://api.blue.cc/uploads/cmbazwasu03xu1zpq4eqh37w9/AFC%20Power%20of%20Attorney.pdf?content-disposition=attachment]Continuous Bond Application.pdf 639.09 KB [https://api.blue.cc/uploads/cmbazwasx03xy1zpq9yjsav9i/Continuous%20Bond%20Application.pdf?content-disposition=attachment]Credit Request Form.pdf 241.47 KB [https://api.blue.cc/uploads/cmbazwasv03xw1zpq3dtxcu5v/Credit%20Request%20Form.pdf?content-disposition=attachment]R+L New Customer Packet Coversheets (1).pdf 15.47 MB [https://api.blue.cc/uploads/cmbazwapq03xr1zpq1p8jdf5p/R%2BL%20New%20Customer%20Packet%20Coversheets%20(1).pdf?content-disposition=attachment]SPECIAL ADDRESS NOTIFICATION CBP Form 4811.pdf 36.02 KB [https://api.blue.cc/uploads/cmbazwast03xt1zpq02nvd4co/SPECIAL%20ADDRESS%20NOTIFICATION%20CBP%20Form%204811.pdf?content-disposition=attachment]WHO CAN SIGN A CUSTOMS POWER OF ATTORNEY.xlsx 24.15 KB [https://api.blue.cc/uploads/cmbazwapr03xs1zpq76b83nb6/WHO%20CAN%20SIGN%20A%20CUSTOMS%20POWER%20OF%20ATTORNEY.xlsx?content-disposition=attachment]AFC - Consulting.pdf 98.57 KB [https://api.blue.cc/uploads/cmbfeasqw01df1zricqqmagwz/AFC%20-%20Consulting.pdf?content-disposition=attachment]
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Messaging for Q3 Strategic Cargo Theft Prevention Training Sessions (SPM-20402)🗓️ Completed: 09-15-2025
I need to coordinate with marketing for some messaging about the Q3 Strategic Cargo Theft Prevention Training sessions.
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
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Freight Fraud Campaign🗓️ Completed: 07-10-2025
Work with Ben in the training department to develop an internal marketing campaign for Freight Fraud. Ben will periodically have 'drips' to share as it relates to the industry and our current events around fraud / cyber security. Campaign should be planned out for TV (video and/or graphics), SMS (where applicable), AE Webex channel, Email, posters with quick facts, any long form content (info graphics/lists etc.) in print form should be considered only as supportive material for them to review at their desk and/or be in the Global Huddle.
View Task - 🗓️ Completed: 07-10-2025
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Friday SMS🗓️ Completed: 07-10-2025
Friday SMS messages to RLG ALL & RLC OSAE Audience lists: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?usp=sharing]
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 05-02-2025
Parking Lot
3 tasks ▼
- 🗓️ Completed: 11-04-2025
- 🗓️ Completed: 10-22-2025
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Create graphics for Trade Show (SPM-32302)🗓️ Completed: 09-30-2025
Erica Rosignolo. "Rachel, Can marketing work their magic for signature banners and LinkedIn approved graphics? Exhibitors are myself, Adrian and Justin." https://sunbeltexpo.com/ [https://sunbeltexpo.com/] https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/ [https://www.aapexshow.com/tools-training-innovation-at-aapex-2025/]
View Task
Kelly Glynn 21 projects completed
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Fundamentals
21 tasks ▼
- 🗓️ Completed: 10-29-2025
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Microsite Access Removal: Jerrod Swanton🗓️ Completed: 08-07-2025
We need to remove Jerrod Swanton's access to all Microsites We also need to remove his email from all Fluent form email notifications
View Task - 🗓️ Completed: 05-09-2025
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Customs Tariff Tracker Page - Update timeline & news sections🗓️ Completed: 04-15-2025
Updating timeline & news section of Customs tariff tracker page.
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Microsite Audit: PipeDrive Leads🗓️ Completed: 02-27-2025
Please audit each page on the Microsites and ensure they are using a Fluent Form that is sending leads to PipeDrive. We found a page on the USA Tradeshow Shipping site that had a gravity form.
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VOCAL: Update Sponsor Logo🗓️ Completed: 02-27-2025
Update to the new logo image for Lugano Diamonds on both the VOCAL homepage and Sponsor page.
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Fulfillment & Distribution: Add Google map & address section🗓️ Completed: 02-24-2025
Adding section with Google map & Facility address to be placed above the footer.
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Wiki Usage Report 02/14/2025 - 02/21/2025🗓️ Completed: 02-24-2025
Recoding Wiki usage data on Google spreadsheet for 02/14/2025 - 02/21/2025.
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Wiki Compliance Form Update🗓️ Completed: 02-20-2025
rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107403238546 [https://rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107403238546] Removal of the following fields from the Compliance Request form in the Wiki: 1. Special Request 2. Carrier Name 3. Carrier Code 4. Do you have a signed condition of freight?
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Wiki New Hire Field Enhancement🗓️ Completed: 02-20-2025
Update / remove some fields from the New Hire Form: rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107393630674 [https://rlglobal.frontapp.com/inboxes/teams/folders/17193932/assigned/107393630674]
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VOCAL - Update Sponsors🗓️ Completed: 02-19-2025
Update VOCAL sponsors that are featured on the VOCAL home & sponsor pages. Also update R+L Global Logistics logo.
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Wiki Usage Report 02/07/2025 - 02/14/2025🗓️ Completed: 02-17-2025
Recoding Wiki usage data on Google spreadsheet for 02/07/2025 - 02/14/2025.
View Task - 🗓️ Completed: 02-10-2025
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Implementing Classes🗓️ Completed: 02-10-2025
Adding classes to phone number links on the Transload and Fulfillment & Distribution microsites.
View Task - 🗓️ Completed: 02-10-2025
- 🗓️ Completed: 02-06-2025
- 🗓️ Completed: 01-27-2025
- 🗓️ Completed: 01-15-2025
- 🗓️ Completed: 12-18-2024
- 🗓️ Completed: 12-18-2024
- 🗓️ Completed: 12-18-2024
Daniel Nobles 20 projects completed
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Fundamentals
20 tasks ▼
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Wiki Request: Business Card Order Form🗓️ Completed: 11-14-2025
Wiki Request for a feature to be added back...for our Business Card Order Form, we need the fillable form to be available on the Wiki. We do not want the employee to have to download the form, complete it, save it, upload it & then submit it. It should be a simple process of opening the form under Employee Services, Business Card Order Form, filling in the required fields & click Submit (sending it directly to the [email protected] [[email protected]] inbox. BTW this is the way it was & the form was removed & the process changed without my knowledge or being consulted.
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Wiki Winter Wonderland Holiday Party RSVP (SPM-39768)🗓️ Completed: 11-05-2025
I need a form created on the Wiki for the Winter Wonderland holiday party RSVP. - Full name - Email address - Company Location & Department - How many will be attending? (Employee and a plus 1 + children in the household) I will need the link to create a QR code for the flyer. Please complete by Thursday, 10/30
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WordPress: Webex Announcement Scheduling System🗓️ Completed: 05-12-2025
We would like a WordPress environment setup that would integrate with Webex to post scheduled announcements to the Announcement Channels in Webex. The system would need to be configured to store details on the different webex channels, Name, Room ID. We would need to be able to manage these easily. (Custom Post Type in Metabox AiO). Tool will need to have a calendar functionality. The system would need to allow users to enter details and media content for a webex post. It would then notify the marketing manager for approval. Once approved the post will be scheduled to be posted in webex on the scheduled date.
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Survey: Fidelity Onsite Visit Survey🗓️ Completed: 05-08-2025
We use rlgloballogistics.com [http://rlgloballogistics.com] to build out surveys and send them to the business. We need a new survey and a page built on that site for the Fidelity Onsite Visit. Use rlgloballogistics.com/pipedrive-survey [https://rlgloballogistics.com/pipedrive-survey/] an a baseline for design and questions are attachedFidelity Onsite Visit Feedback Survey.docx 16.42 KB [https://api.blue.cc/uploads/cmafbrtaw00ei1zumd99l7kry/Fidelity%20Onsite%20Visit%20Feedback%20Survey.docx?content-disposition=attachment]
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Wiki: Update Marketing Service Request🗓️ Completed: 04-24-2025
Form #77 in Production Add New fields from Document to the Wiki Service form with a request type of Marketing If request type is Marketing needs to email to marketing not appsupport.
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Customs: Investigate SureCart & Fluent Booking🗓️ Completed: 04-14-2025
Investigate using php hooks to integrate sure cart and fluent booking
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Wiki: Fluent Booking Calendar🗓️ Completed: 04-14-2025
In staging develop a page to schedule appointments, for a one time event on April 30th. Time blocks are 1 hr from 8am - 12pm, 1pm - 5pm. Confirmation email needs to include the ics file easily add to any Calendar. No payment necessary, this is meant for internal use on the wiki Use the Fluent Booking Plugin to configure appointment booking
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Microsites: Remove Access for Josh Kimble🗓️ Completed: 04-02-2025
Reassign Posts to Generic Site User - If Generic Site User does not exist make note of the site and skip
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Wiki: Vacation Request Enhancement Phase 1🗓️ Completed: 03-31-2025
Adjust the Wiki Vacation Request form to Send tickets to Front instead of Teamwork. Employee and Employees Manager would need to be CC'ed A byline added to email message to notify Manger that approval is needed and action items: Please make sure you have verified: - the employee check in date is at least 30 days past their hire date - the employee PTO balance is sufficient/qualified - the employee is not banned from the resort [email protected] [[email protected]] - Email for Front Staging Custom Fields: Conversation for Hire Date - Automated Approved Check-in Date - No Automated Approved Check-out Date - No Automated Resort Name - Automated Tags: Resort Name - Automated
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Webex Channels / Oracle Research🗓️ Completed: 03-31-2025
Research the following: * Limiting the ability to allow users to leave from a Webex channel (we don't want users to remove themselves) * Adding users to different channels over the API based on their hire date, role, and work location Enhancement as of 3/21: * Have a bot be able to show a form that can create a new space and accept a excel / some spreadsheet and add that list of users to the created space / channel
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Wiki Workflow: Carrier Sourcing Campaign Builder🗓️ Completed: 03-26-2025
Build a form / approval Process to add carriers to campaign and add to Ontraport in the API
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Wordpress Post Like/Dislike Option🗓️ Completed: 03-25-2025
Build a solution to allow users to like and dislike blog posts and provide a survey when the user dislikes a post.
View Task - 🗓️ Completed: 03-17-2025
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2FA setup on Wiki🗓️ Completed: 03-11-2025
Enhancing security with FluentAuth 2FA, enforcing email-based OTP for all subscribers while excluding drivers who log in using their ID numbers. This setup ensures seamless authentication while maintaining security controls. Brute force protection and backup codes are enabled for additional security
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Customs: Post Quick Answer Styling🗓️ Completed: 03-06-2025
Gutenberg Inline Notice Block Change Yellow background and outline to the Customs Red Change Quick Answer font to white Center Quick Answer text and text in outline
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Fulfillment: Post Quick Answer Styling🗓️ Completed: 03-06-2025
Gutenberg Inline Notice Block Change Yellow background and outline to the Fulfillment Green Change Quick Answer font to white Center Quick Answer text and text in outline
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Truckload: Post Quick Answer Styling🗓️ Completed: 03-06-2025
Gutenberg Inline Notice Block Change Yellow background and outline to the Truckload Blue Change Quick Answer font to white Center Quick Answer text and text in outline
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WIKI: Revamp PipeDrive Announcements for PipeDrive and Sales Job Aides🗓️ Completed: 02-28-2025
Expand Post type for PipeDrive to Include Job Aids Add a Category filter feature to the Post Archive
View Task - 🗓️ Completed: 02-03-2025
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Brainshark | Move to Biz Library🗓️ Completed: 01-10-2025
Tracking specific course/presentation names in excel sheet Google Sheet Tracking: docs.google.com/spreadsheets/d/1mtJhq3XnDGlXbVw3X1cF3Qa1JJBqkqw-pAqriLmLzVU/edit?usp=sharing [https://docs.google.com/spreadsheets/d/1mtJhq3XnDGlXbVw3X1cF3Qa1JJBqkqw-pAqriLmLzVU/edit?usp=sharing]
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Rob Rosauer 15 projects completed
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Fundamentals
14 tasks ▼
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CargoWise Data Pulls - Revision on Flow🗓️ Completed: 11-21-2025
This request is linked to the CargoWise Invoice Audit: https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0] Rob Bowman requested that we reduce the gigs pulling from CW directly into the Data Warehouse, as this is causing unnecessary costs. Requested flow will be from CW to Data Lake; then move required data to Data Warehouse.
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CHB/RLG Credit Report Request (SPM-41942)🗓️ Completed: 11-10-2025
I need a one-time report for all CHB/RLG Active accounts ASAP: Organization - Address Profile Report: • Org Name • Org Code • Address, city, state, zip • Phone number Organization - Credit Control Report: • Line of Credit • Credit Controller Assignment • YTD Sales
View Task - 🗓️ Completed: 11-07-2025
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CW Report ORG MAGDIEHMX (SPM-41715)🗓️ Completed: 11-05-2025
I need a CargoWise report showing total duties taxes paid for the last 12 months for ORG MAGDIEHMX completed today
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PowerBI: Cargowise Jobs Report (SPM-31305)🗓️ Completed: 10-24-2025
This is both a problem and a request. Cargowise has an export limit of 1200 and because of the limit I cannot access the data I need to effectively run AFCI. I need a report created in PBI per the attached specifications. Report is to quickly identify the jobs that are taking the longest and how many are sitting out there at one time.
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Credit Risk Report (SPM-31768)🗓️ Completed: 09-29-2025
Attached is the Credit Risk Report showing customer’s credit limit against total open AR and WIP shipments which includes all forwarding Jobs where Status = 'WRK' or 'WHL' or 'IHL' or 'JRC' or 'JRB' or 'INV'. A few notes from yesterday to today's report: IND went from 788K down to 215K. Two large accounts VNEJVL and VORTECDTW made payments taking them off of our list. Robert - Can you take a look at ENGINEERED RECYCLING SYSTEMS LLC (ENGRECSAV)under CVG. Today it shows they have 361K WIP. I can only find 186K in Cargowise.
View Task - 🗓️ Completed: 07-22-2025
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Mpact tables in Azure - remove additional column🗓️ Completed: 06-26-2025
Removing the additional column "datalake_last_updated" since these tables are populated via our pipelines and don't require this column.
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US Customs / Duties🗓️ Completed: 06-06-2025
What: Need to have a daily PowerBI report that shows when we are going to pay customs duties (all required fields are in attached documents) Please also include from the collection call screen line of credit, available credit, total due, and the outstanding balance. Why: Settlement team manually pulls a daily report, they send it over to collections team to action the prepaid customers by sending a payment link and to asses the customers LOC (line of credit) to ensure the duties do not exceed the customers LOC. Project Request - US Customs / Duties - Marianne Liebegott | Ticket ID: RLGPRJCTS-51
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Front MessageAnalytics csv file fix formatting issue🗓️ Completed: 05-16-2025
The daily Front data load process into Azure for the MessageAnalytics.csv file needs to be fixed in order to account for the bad formatting of the file provided from Front. Extra carriage returns are occurring is several of the lines.
View Task - 🗓️ Completed: 05-14-2025
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Fix Front MessageAnalytics schema🗓️ Completed: 05-12-2025
Pipeline failed and schema for MessageAnalytics needs to be modified by expanding column TicketIds.
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Pull Front data into Azure🗓️ Completed: 04-29-2025
Extra message data from Front and import it into Azure database to be used later in reports. Extraction of data can be one of three methods or a combination (API, Bulk, or Webhooks).
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Clean-Up Process of Azure DF (Pipelines)🗓️ Completed: 02-21-2025
The Azure Data Factory (ADF) cleanup process is all about keeping your data workflows tidy and efficient. Over time, it's easy for unused pipelines, triggers, and datasets to pile up, which can make things harder to manage and even impact performance. By identifying and removing these obsolete items, you can ensure your ADF environment stays organized, runs smoothly, and remains cost-effective.
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Approved
1 tasks ▼
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S- Cargowise Upgrade v25.6.18.447🗓️ Completed: 10-24-2025
This Change Request is to update Cargowise to the most recent version (25.6.18.447) to provide tariff updates.
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Elyssa Bennett 14 projects completed
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Fundamentals
12 tasks ▼
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Qued Set Up🗓️ Completed: 11-13-2025
Request is to add integration for Qued. Requirements: · Set us up as a McLeod User with Ops level permissions · Send us the API URL and configure our user with an authentication token / username & password (instructions attached if needed): The API token is: fb10a6e6-c7f4-4670-a59f-e73197575754 · Create 7 Appointment Statuses · Create 4 rapid alerts · Below are the 7 appointment statuses and color codes to be created in McLeod: [https://api.blue.cc/uploads/cmhw37be300161eqt9ex80hz8/image.png]image.png 17.76 KB [https://api.blue.cc/uploads/cmhw37be300161eqt9ex80hz8/image.png?content-disposition=attachment]ABTS _ Qued Rapid Alerts.docx 2.66 MB [https://api.blue.cc/uploads/cmhw35e6c00141eqtcgkc7roq/ABTS_Qued_Rapid_Alerts.docx?content-disposition=attachment]McLeod User and Authentication Setup (2).pdf 380.3 KB [https://api.blue.cc/uploads/cmhw35dsk000y1fq2916t7qwy/McLeod_User_and_Authentication_Setup_2_.pdf?content-disposition=attachment]
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Carrier Offer Info in Pipedrive (SPM-25880)🗓️ Completed: 10-13-2025
Looking to get Carrier Offer information to show in Pipedrive to let Sales know when we have had offers on orders from Carriers
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Front RLC Insights🗓️ Completed: 09-08-2025
Rob needs data on the flow of emails and metrics for RLC coming to our sales teams.
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Front Knowledge Content Enhancement🗓️ Completed: 06-16-2025
Please put together thorough written content that provides key details and screenshots. The intent for this content is to help other app support members work tickets in the application.
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App Support Bench Depth🗓️ Completed: 06-06-2025
This project lists out the applications that the team needs to be cross trained in.
View Task - 🗓️ Completed: 05-09-2025
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McLeod: High Value🗓️ Completed: 04-23-2025
The business is looking to enhance the current High Value and Elevated Risk process from identifying and flagging these orders, allowing qualified reps to assign qualified carriers, and submitting the right paperwork to the compliance department.
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Acquisition Bounty - Pipedrive Flags for Director Approval🗓️ Completed: 03-07-2025
Implementing a logic in the existing Combined AE margin report. This serves to assist with the incentive calculation (Acquisition Bounty Plan) for the Phoenix group. One of the criteria for the shipment to qualify is to ensure the margin is at cost +15% or has the directors approval, which is currently not captured in the system
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Front Migration | Claims🗓️ Completed: 01-30-2025
This project is to finish migrating the Claims inbox over to Front. We initially moved "claims@rlglobal" and now were requested to also move "rlgsafety" and "rdppropertyclaims". This was because during the initial migration, they had a lot of teammates OOO due to end of year. Claims team emails moving to Front in Risk and Compliance workspace. [email protected] [[email protected]] [email protected] [[email protected]] [email protected] [[email protected]]
View Task - 🗓️ Completed: 01-27-2025
- 🗓️ Completed: 01-16-2025
- 🗓️ Completed: 10-04-2024
On Deck
1 tasks ▼
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McLeod: SSQ Revenue Code based eForm🗓️ Completed: 06-16-2025
DRAY and Tradeshow Revenue codes use old form Need updated verbiage for terms
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Game Changers
1 tasks ▼
- 🗓️ Completed: 11-13-2024
Lisa Cutter 13 projects completed
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Fundamentals
12 tasks ▼
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Search Console Annotation & Log Management🗓️ Completed: 11-25-2025
Review the new dated annotation feature in Google Search Console and evaluate how we can use it to log key events such as algorithm updates, major content changes, and page updates. If GSC is not the ideal place for this, propose an alternative dynamic tracking method (e.g., shared doc or dashboard). Develop a structured logging process and take ownership of maintaining it—ensuring all entries are accurate, timely, and consistent moving forward.
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Blog Categorization - Customs🗓️ Completed: 11-14-2025
Steve 11.11.25 - Why do you think we are seeing a loss in engagement rate on the sites you listed in the 11/6 report? Can you capture for me all the articles on Customs today and categorize them - Navigational - Commercial - Transactional - Informational Then can you get me the primary keyword for all these articles and URLs for each in a report please?
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Loss in Engagement - Customs🗓️ Completed: 11-14-2025
Per Steve on 11/11/25 via WebEx: Why do you think we are seeing a loss in engagement rate on the sites you listed in the 11/6 report?
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Average Rank Increase - Customs🗓️ Completed: 11-14-2025
Steve 11.11.25 - The 16% Avg Rank increase from July enhancements - how much of that was just Customs? And what articles?
View Task - 🗓️ Completed: 11-03-2025
- 🗓️ Completed: 10-31-2025
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GSC Organic Traffic Report🗓️ Completed: 10-21-2025
Via Steve 10.20.25 - I want a report on how active GSC is in terms of organic traffic - are we losing visits and traffic? customs first data please.
View Task - 🗓️ Completed: 10-08-2025
- 🗓️ Completed: 10-03-2025
- 🗓️ Completed: 10-02-2025
- 🗓️ Completed: 10-02-2025
- 🗓️ Completed: 09-30-2025
On Deck
1 tasks ▼
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New Home Page Performance Check🗓️ Completed: 11-05-2025
Steve wants me to pull the total traffic and organic search traffic for the home page for last week through today and compare it to the previous period, since last Monday is when the new home page was rolled out.
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Brenda Durham 13 projects completed
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Fundamentals
9 tasks ▼
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N.A. Ground Division Growth Initiative - Phase 1🗓️ Completed: 11-12-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
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Wiki: Capacity Internal Logging Sourcing Info Form🗓️ Completed: 09-17-2025
Fluent form and page on wiki for capacity team to upload information from sourcing calls. Here is a list of information my team will be gathering from sourcing calls. (I would like there to be an “entered by section”) · Preferred lanes (Needs, backhaul Needs) no more than 5 lanes (maybe 3?) · Rates per lane · Local or OTR (over the road) · Contact (name) and Email · Recurring tractor (what days and times drivers will be available) · Equipment type · How many trucks and trailers? · How many terminals? · Do they prefer drop trailers or Live? · How many team drivers? · Would they like to be involved in RFPs? · Notes
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Wiki: Service Request Front Chat🗓️ Completed: 08-05-2025
Strategize and Develop the Front Chat integration with Wiki for a new and improved Service request form. The plan should include process for handling chats once live.
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Change Management Process🗓️ Completed: 05-19-2025
Create a Change Management Request for the deployments and New feature requests
View Task - 🗓️ Completed: 05-09-2025
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Workflow: Switch out Jennifer for Collin🗓️ Completed: 04-16-2025
Switch out Jennifer Wright in Workflow Process with Collin Van Dame. Can only be done between April 14 - 18
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Acquisition Bounty - Pipedrive Flags for Director Approval🗓️ Completed: 03-07-2025
Implementing a logic in the existing Combined AE margin report. This serves to assist with the incentive calculation (Acquisition Bounty Plan) for the Phoenix group. One of the criteria for the shipment to qualify is to ensure the margin is at cost +15% or has the directors approval, which is currently not captured in the system
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Architecture for Webex Spaces Automation🗓️ Completed: 02-13-2025
This project automates the management of Webex space memberships by integrating Webex APIs with an Azure SQL Database. The bot fetches membership data from Webex spaces and compares it with the employee data stored in Azure SQL. A stored procedure identifies discrepancies, such as employees who have left Webex spaces but are still active in the organization. The bot, hosted on Glitch, DigitalOcean, or Azure, listens to webhook triggers and re-adds users who unintentionally left while respecting exclusion lists. This ensures team spaces remain consistent and up-to-date, reducing manual oversight and improving collaboration efficiency.
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Review Special Accounts Billing Process🗓️ Completed: 02-05-2025
The recording for the Special Accounts Billing needs review for SOP creation.
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On Deck
1 tasks ▼
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McLeod: SSQ Revenue Code based eForm🗓️ Completed: 06-16-2025
DRAY and Tradeshow Revenue codes use old form Need updated verbiage for terms
View Task
Approved
1 tasks ▼
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Cargowise Version Number: 24.10.30.898🗓️ Completed: 05-19-2025
Customs Clearance Updates The Customs Clearance enhancements focus primarily on US customs compliance, with significant improvements to reporting capabilities for tariffs, low-value entry processing, and vessel documentation. These updates streamline customs processes by adding more flexible filtering options, consolidating entry summaries, and enabling better tracking of specialized information like steel melt data and insurance values, resulting in more efficient customs clearance operations. 1. Additional Fields in Import Invoice Lines Report (US only) * Added fields: Provisional Additional Tariff Duty Rates, Steel Melt, and Aluminum Smelt Information * Benefit: Enhanced reporting capabilities for tariff duty rates and materials tracking, particularly important for metals subject to special import regulations 2. Consolidated Entry Summary from Low Value Entries (US only) * Creates a Consolidated Entry Summary from Low Value Entries module for Entry Type 11 duties and taxes * Benefit: Streamlined processing of entry types that aren't eligible for duty-free entry but are under $2,500 in value 3. Invoice Lines Report Expansion (US only) * Expanded Invoice Lines Report to include Additional Provisional Tariffs * Benefit: Better visibility and tracking of all provisional tariffs applied to import declarations 4. Low Value Entries Support for Entry Type 11 (US only) * Enhanced system to support Entry Type 11 submissions in bulk for eCommerce shipments * Benefit: Efficient processing of low-value imports that aren't eligible for duty-free entry under Entry Type 86 5. Product Listing Report Enhancement (US only) * Added five new Provisional Tariffs to product codes in the Product Listing Report * Benefit: More comprehensive reporting of all tariff types associated with products 6. Insurance Value on Stand Alone Brokerage Jobs (US only) * Added Insurance Value field to stand alone brokerage jobs under the Declaration tab * Benefit: Allows brokers to autorate insurance charges directly from these jobs using standard Insurance Value calculators 7. Vessel Stow Plan Bill of Lading Selection (US only) * Added ability to remove selected Bills of Lading from Stow Plan messages prior to CBP submission * Benefit: Greater flexibility in managing which bills are included in customs submissions, allowing for selective reporting when needed Forwarding - ComplianceWise and Accounting The Forwarding module updates primarily enhance the ComplianceWise functionality by introducing more flexible compliance risk handling. The changes allow users to bypass unnecessary commodity risk checks when appropriate, prevent automatic resynchronization of delivered jobs, and improve consolidation processing without attached shipments. These improvements, along with enhanced financial reporting through the Supply Type filtering, provide greater operational efficiency and more targeted risk management. 1. Non-blocking Commodities Compliance for Consols without Shipments * Consolidations with no attached shipments now have a non-blocking Commodities Compliance Risk status * Benefit: Allows users to perform restricted actions if Parties and Locations are 'Clear' without being blocked unnecessarily 2. Proceed without Commodity Risk Check Option * Configuration option to allow Forwarding Bookings and Shipments to proceed without commodity risk check * Benefit: Faster processing when commodity risk assessment isn't required, while still maintaining Denied Party Screening and Country/Region checks 3. Restricted Automatic Resynchronization of Jobs * Compliance Risk statuses only automatically resynchronized for current jobs, not delivered jobs * Benefit: Prevents unwanted modifications to compliance risk status of completed deliveries while maintaining accurate status for active jobs 4. Charge Code Analysis Detail Report Enhancement (Accounting) * Added Supply Type filter to Receivables and Payables Charge Code Analysis Detail reports * Added Tax Branch filter option (for future functionality) * Benefit: More precise filtering of charge lines by supply type classification, enabling better reporting and analysis of local vs. international servicesS-__Cargowise_Update_to_v-241030898_-_511.pdf 978.87 KB [https://api.blue.cc/uploads/cmagsnytb00ku1zumhbes2k2x/S-__Cargowise_Update_to_v-241030898_-_511.pdf?content-disposition=attachment]
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Game Changers
2 tasks ▼
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Project: Transfix🗓️ Completed: 02-27-2025
Work with Operations and Sales to implement Transfix, a new pricing tool for determining customer rates. We’ve rolled out Transfix as part of START Wizard, replacing DAT as the pricing option. We’re currently reviewing options on how to enhancement the user experience and interface. Transfix will also be releasing a version for operations and pricing, which we plan to integrate in the future for our operations team members.
View Task - 🗓️ Completed: 12-31-2024
Joseph Weaver 11 projects completed
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Fundamentals
7 tasks ▼
- 🗓️ Completed: 11-26-2025
- 🗓️ Completed: 11-21-2025
- 🗓️ Completed: 11-19-2025
- 🗓️ Completed: 11-17-2025
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Blog - Inventory Positioning and its Benefits to US Shippers - Product Distribution Strategy🗓️ Completed: 11-12-2025
docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing [https://docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing]
View Task - 🗓️ Completed: 10-29-2025
- 🗓️ Completed: 10-13-2025
On Deck
3 tasks ▼
Parking Lot
1 tasks ▼
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Export Controls blog entry🗓️ Completed: 11-10-2025
Blog entry for USACC detailing export controls and their impact on US importers.
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Nicole Guarino 10 projects completed
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Fundamentals
9 tasks ▼
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ABCO Phase 2 tracking for api🗓️ Completed: 11-21-2025
Helmsman has requested enhanced shipment visibility for all ABCO loads. Based on Robert’s feedback, the goal is to provide real-time tracking updates throughout the shipment lifecycle, including the following key milestones: * Arrived to Shipper * Loaded * In Transit / Location Updates * Arrived to Consignee * Delivered In addition to these status updates, Helmsman would like access to supporting shipment documentation, including Bills of Lading (BOLs) and Proofs of Delivery (PODs). The reference to PODs is understood to also include invoices associated with each completed delivery.Planimatik API - Provider Technical Documentation_ (1).pdf 660.19 KB [https://api.blue.cc/uploads/cmhuo7ylk00011esfg7z37yb6/Planimatik_API_-_Provider_Technical_Documentation_1_.pdf?content-disposition=attachment]
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Front: NSD email updates🗓️ Completed: 11-20-2025
Tom requested access to Front boxes of Highline Warren, Ravago, Diversitech added to my list for me to view. It was discovered that Ravago and Diversitech were outlook distros instead of flowing into Front. Goal is to migrate both inboxes into the NSD inbox as well as the HW email then rework the rules for tagging and assigning.
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Operations Front Updates: Sourcing and Flatbed (SPM-39907)🗓️ Completed: 11-10-2025
i would like to review our current front rule and add some updates. Migrate new flatbed email to Front
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Add Tracking in Customer Scorecard Report - GSD Report (SPM-25765)🗓️ Completed: 10-29-2025
Would like to add a tab on the Customer Scorecard Report for GSD Flatbed - and have it track monthly, weekly volumes and margins of loads in Flatbed trailer types of the following: F48,FT48,F53,FT53,F,FA,BT,FN,FZ,FH,MX,FD,FT,FC,FM provide numbers and a graph that has both numbers on 2 axis
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ABCO set up for MacroPoint tracking (SPM-32580)🗓️ Completed: 10-28-2025
ABCO brand new customer Helmsman Solutions is requesting API integration through Planimatik. This is a new customer to ABCO and they have strict tracking requirements that we need to meet in order to do business with them. Requirements: Phase 1 Tracking: 1. Send location string updates to Tracking endpoints (Callins ?) Phase 2 Bidding: 1. Customer Post Load to us 2. ABCO Submits Bid 3. Customer Award to us 4. FlowLogix does Rate Con (Email) Credentials USER: [email protected] [[email protected]] DOC CARRIER: https://docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0 [https://urldefense.com/v3/__https:/docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUCpeH8II$] API URL: https://pre-api-planning.cargobot.io [https://urldefense.com/v3/__https:/pre-api-planning.cargobot.io__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUDddJ80v$] API KEY: aMy1cbZRYONsddOZFOku6y2pF6jOhrmAcEEsErBf6jOfv7Zyt7pRNxEm1jQohtKm DOCU PROVIDER Planimatik API - Provider Technical Documentation_.pdf 660.19 KB [https://api.blue.cc/uploads/cmgp8oajm00ga27pwahjmhkxz/Planimatik_API_-_Provider_Technical_Documentation_.pdf?content-disposition=attachment]
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Request: Add Contact Name/Number to Saved Locations🗓️ Completed: 10-22-2025
* Feature Request: Under a "saved location", having the ability to link and auto-populate a contact name & phone number at that particular stop. Specifically in the situation where that "saved location" isn't our customer, and does not have an account created in pipedrive. Example: We have a customer who ships regularly to a specific location. We have that location saved to auto-populate, however are still having to manually enter the receivers contact name/number info. Even though it is the same every time. * Feature Need: Increase speed of admin work building loads. Guarantee consistency * Feature Benefit: Increase speed of admin work building loads. Guarantee consistency
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Vacation Request - Phase 2🗓️ Completed: 10-15-2025
This is phase 2 for the Vacation Request Process. We are looking to automate the Purchase order creation process in Oracle, update the ticket in Front, and also setup docusign for the resort employee packet. docs.google.com/document/d/1hjv-2Xm8S4rPUJ-LD0MI1KhqH91w9ZkAUo_LjAY1PzY/edit?usp=sharing [https://docs.google.com/document/d/1hjv-2Xm8S4rPUJ-LD0MI1KhqH91w9ZkAUo_LjAY1PzY/edit?usp=sharing] Add Automations to Front to Pull Hire Date from Data Lake Add Automation to create Purchase Order - Possible Uipath Project to Create PO in Oracle Docusign Packet for Employee Acknowledgement of Resort Details Set sender address on ticket from wiki as the requestor email Remove the line that says "employee is banned from the resort (bullet 3)
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Front Sales Pods🗓️ Completed: 10-13-2025
SAT POD 1 – all report to Jim Lacy; Dept 702 SAT Domestic Nathan Self – SCC Glen Daly – KAM Arthur Valdez – DAR SAT POD 2 – all report to Jim Lacy; Dept 702 SAT Domestic Jayden Jackson SCC Charlie Milhimes - KAM Yao (Jerry) Gaglo – DAR CVG POD – all report to Michael Hudson; Dept 852 CVG Domestic Matt Sgantas – SCC Krista Schneider – KAM Justin Damian – DAR RSW Branch POD 2 – all report to Luke Clements; Dept 101 RSW Domestic Spencer Holub – SCC Sam McNosky – KAM Brianna Stallins DAR OCF Branch POD 2 – all report to Joey Muffoletto; Dept 835 OCF Domestic Yomar Lopez – SCC Michael DeChario – KAM Joshua Allen - DAR order RSW Pod 2 OCF Pod 2 SAT POD 1 SAT POD 2 CVG POD 1 add all the Sales Managers and SQMs to the exclusion for all team and POD boxes
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Contract Classification and Auto Rating: Strategic Account Analysis (SPM-19492)🗓️ Completed: 09-04-2025
Purpose: Provide tech integration that feeds the Data Lake ensuring system fields are synced and scalable for strategic account reporting. Problem: Today the system does not have a way to identify strategic customers and provide a scalable solution for reporting purposes Andrew is responsible for adding field in McLeod, and McLeod side Elijah is responsible for Pipedrive side
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On Deck
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Front: Marketing Carrier Intake (no ticket number assigned)🗓️ Completed: 11-03-2025
Automated Carrier Intake Response Inbox We need like to create an inbox that Rob can forward emails from carriers to. From that box the sender (carrier) would get sent an automatic response with information on next steps for getting set up, and would notify Stacy/Tom's team for follow-up (planning on using Front).
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Sama Younis 10 projects completed
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Fundamentals
8 tasks ▼
- 🗓️ Completed: 11-20-2025
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Blog AI Search🗓️ Completed: 10-06-2025
Goal: Add an “Ask AI” feature to blog pages so users can type in questions. The AI will check if the current blog post answers their question. If not, it will search other blog posts. If still not found, it will provide a short summary answer and link to the most relevant page on the site. Requirements: * Show an “Ask AI Assistant your question” box on all blog posts. * Users can type in a natural language question. * AI searches the current blog post first. * If no match, it checks all blog posts. * If still no match, it checks the rest of the site and: * Shows a quick summary answer (if available) * Provides a link to the most relevant page * If no answer is found, show: “We couldn’t find an answer. Contact us here [link].”
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Warehouse Recap Form and Automated email🗓️ Completed: 10-01-2025
Lives on the Wiki: Develop a Form that would send an email based on form submission. Section 1: Summary and Key Take Aways Main Summary Update (Shows in email header - may want Open AI to Summarize) Los Angeles Number Field: Available Spaces Input Field: Status Update Atlanta Number Field: Available Spaces Input Field: Status Update Ocala Number Field: Available Spaces Input Field: Status Update Section 2: Warehouse Counts [https://api.blue.cc/uploads/cmd97dtq300dh2ju37qkge8y6/image.png]image.png 66.96 KB [https://api.blue.cc/uploads/cmd97dtq300dh2ju37qkge8y6/image.png?content-disposition=attachment] Section 3: Active Customer Projects Los Angeles Repeater Field: Customer Name, Status, Representative Name Atlanta Repeater Field: Customer Name, Status, Representative Name Ocala Repeater Field: Customer Name, Status, Representative Name Section 4: Next Steps & Action Items Repeater Field: Action Item title, Description Section 5: Contacts for Follow-Up Los Angeles Repeater Field: Representative Name, Email Atlanta Repeater Field: Representative Name, Email Ocala Repeater Field: Representative Name, Email Design:[https://api.blue.cc/uploads/cmd97mofx00nb2jtnfgne6ql3/warehouse-recap-final-design.png]warehouse-recap-final-design.png 1.11 MB [https://api.blue.cc/uploads/cmd97mofx00nb2jtnfgne6ql3/warehouse-recap-final-design.png?content-disposition=attachment]
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US Customs AI Assistant🗓️ Completed: 08-15-2025
Integrate an AI assistant into the US Customs search bar to help visitors by answering their questions using only the information from the US Customs microsite. The assistant should not generate answers from outside sources; it should rely solely on our content. This content is updated regularly. It will also cite its sources clearly by linking directly to the specific microsite pages or documents where the information came from, so users can verify the answers easily.
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UiPath: New Credit Automation Revision🗓️ Completed: 08-07-2025
the new customer credit automation has been failing periodically. the logs have shown that the failures are due to ui elements not being found. reindicating the selectors, editing the selector settings, and adding a short delay in between activities are needed to minimize these errors.
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UIPath: ABCO Payroll Posting🗓️ Completed: 03-20-2025
UiPath automation that verifies the presence of tickets for posting. If none are found, the process ends. If tickets are available, it executes the posting process and saves the results to a file.
View Task - 🗓️ Completed: 01-17-2025
- 🗓️ Completed: 01-15-2025
Game Changers
2 tasks ▼
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UiPath - eBOL Automation🗓️ Completed: 05-13-2025
Automation that processes invoices on the ebol site by filtering McLeod orders based on TOCA status—available and off hold. Once each order is processed, an email is sent to the AE, and the order number is recorded in a Google Docs sheet. UPDATE: if there are more than 1 delivery stop types- the bot will send an email to the AE and [email protected] [[email protected]] notifying them that the order number has to be processed manually. It will skip that order and proceed with the process.
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UiPath - American Airlines🗓️ Completed: 05-13-2025
Automate posting of American Airlines invoices (these invoices must be retrieved from their website as they are not emailed to us. The invoices have the AWB on the invoice but the AWB also has the 3-letter airport code which does not come up in Shipamax)
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Nic Ward 9 projects completed
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Fundamentals
7 tasks ▼
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End of Year Holiday Party (SPM-34330)🗓️ Completed: 11-24-2025
Requestor: Joey, Marisa Request: Hello! I have a marketing campaign request for our end of year holiday party. The event will be on 12/09. We are requesting save the dates, flyers with event details, RSVPs will be required. I would like communication to begin by next Monday, 10/13. We'd like to first start with a save the date to get communication started. This is our end of year party in December. Crandall said he would assign a PM. About the Event: 9 December 2025@ 5-9p | 6-10p Theme: Winter Wonderland (Enchanted Experience 300+ People) Three-Hour Private Plaza Access * Enchanting Holiday Lights and Decorations * Included Bar and Catering Activations * Photos with Santa * Interact with the Grinch * Appearances from Princesses Family Friendly Food & Drinks QR code to RSVP Suggested Attire - Polished but Comfortable. Free parking Celebrating: * 2025 wins and hard work * Being Together * Looking forward to 2026 Awards? VIP list? Account / Client Outreach? RACI Chart [https://docs.google.com/spreadsheets/d/1BfPOb3mYML4GLXGiyHpLGRXkPJ1egiHH7BLWSfjv-tQ/edit?usp=sharing] 1. Objective (pick one): Event Registration and Awareness 2. Audience: Employees from All 14 branches of R+L Global, ABCO office staff (not drivers), RLC OCF office. 3. Desired outcome/CTA: Viewers will see promotional material and RSVP to attend the event with their plus one and children. Jotform 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: RLGTV, email, Webex, P: Drive for Joey to Play 6. Constraints: This will be a rapid production to allow time for approval from requestors and leadership, and running 4 weeks prior to the event. Marketing resources are authorized to work on project and publishing will be through internal communication channels. Venue Staff needs the number of guests to cater food and drinks 2 weeks prior to event. Avoid faith/tradition specific themes, avoiding red and green. Alcohol can be referenced, but not the focus. Videos should be about 30sec in length to fit between content on RLGTV. 7. Success metric: 300 attendees RSVP'd by end 2nd week of promotion. 8. Owner: Marisa, Joey. Collaborators: Venue Staff 9. Dates: Requested: 7Oct2025 Approved: 8Oct2025 Deadline: 13Oct2025 Save the Date (8 weeks prior to Event) 11Nov2025 (4 weeks prior to Event) 24Nov2025 RSVPs collected and turned in to Venue Staff (2 weeks prior to Event) 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials 2024 Event [https://worldequestriancenter.com/news/winter-wonderland-lights-up-world-equestrian-center-ocala-starting-november-29-2/]WEC_WinterWonderland2025_Buyout_r1.pdf 8.04 MB [https://api.blue.cc/uploads/cmgjs7l8a01kv1ep68i2rdtyl/WEC_WinterWonderland2025_Buyout_r1.pdf?content-disposition=attachment] Save the Date Announcement: – holiday party at WEC on this date. More info coming soon. Time EST? Send out on Monday, October 13th. Visual Style: clinking glasses, confetti, blue and white, blue lights against white backdrop, white birch trees, not too holiday themes (stay away from red and green). Review last years promotional poster. Themes: Winter, Historic, Togetherness, Looking forward, Celebration, Festive Cartoonish, Hint of Silliness. Signup Page: Since people from other branches are responsible for transportation and lodging, we should mention discounted hotel rooms at WEC. Rental cars on the Wiki. Provide links?
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Professional Development Month Nov. (SPM-36430)🗓️ Completed: 11-06-2025
Requestor: Benjamin Smith Request: I would like to coordinate with marketing to run some information on the office tvs and maybe in the announcements channel in regards to Professional Development Month in November. The goal would be to highlight the LDP and PDP programs that are available and bring attention to a playlist of prof dev trainings in BizLibrary. 1. Objective (pick one): Improved abilities of employees 2. Audience: RLG Employees interested in self-improvement or career growth. 3. Desired outcome/CTA: Increased awareness of professional development programs leading to email requests for access to training on BizLibrary and applications to Leadership Development Program. 4. Context: RL Global has numerous training selected for professional development, and employee engagement should be emphasized in November. Needs to be running 3Nov2025. 5. Channels in play: RLGTV, Global Wiki 6. Constraints: Short timeline. Updates to the Global Wiki. Distributed 7. Success metric: 10 requests for training access and 2 applications to LDP in the month of November. 8. Approvers: HR, Responsible: Marketing 9. Dates: Requested: 15Oct2025 Approved: Deadline: 3Nov2025 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials Header Graphic: Text Change: Professional Development Month November Knowledge Challenge: 1 Month | 1 Video/wk |2 New Playlists "Drive Your Own Development" | "Professional Development" (Watch Now) Webex Announcement: November is Professional Development Month. Visit the BizLibrary for the November Knowledge Challenge: 1 Month | 1 Video/wk | 2 New Playlists lms.bizlibrary.com [https://lms.bizlibrary.com/]
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Wiring Checklist🗓️ Completed: 11-05-2025
Create an SOP for adding a CallRail number and testing it. Complete with preplist, call checklist, and campaign checklist. Document adding a number and explain the options along the way. Capture all required items in preplist. SOP lives here: docs.google.com/document/d/13YdjkVlqvMNP1LgW2iyqC1o7Cx5cXCKq-8F2AVmmwVg/edit?usp=sharing [https://docs.google.com/document/d/13YdjkVlqvMNP1LgW2iyqC1o7Cx5cXCKq-8F2AVmmwVg/edit?usp=sharing]
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Graphics for LinkedIn posts (SPM-32524)🗓️ Completed: 10-22-2025
For an HR Indeed and LinkedIn posts and company pages, I need a graphics and photos that represent the professional and hardworking nature of our employees that balance work and life. Photos should be real, though not necessarily the most recent. They should match the minimum requirements for LinkedIn single-image posts: 1080x1080px and the LinkedIn and Indeed company spotlight page: 900x600px. Additional requirements below. Where photos do not match the ratio, they should crop closer to fill the frame or appear on a black background or according to brand guidelines. See blog plan here: docs.google.com/spreadsheets/d/1xF8dt4z1XBwmR9-NdRDV4K4RjGKuA9gkXleIvMsS09c/edit?gid=0#gid=0 [https://docs.google.com/spreadsheets/d/1xF8dt4z1XBwmR9-NdRDV4K4RjGKuA9gkXleIvMsS09c/edit?gid=0#gid=0] Company Spotlight Photos: [https://api.blue.cc/uploads/cmgjfw5ct016l1ep6fuo0dkro/1.png]1.png 293.04 KB [https://api.blue.cc/uploads/cmgjfw5ct016l1ep6fuo0dkro/1.png?content-disposition=attachment][https://api.blue.cc/uploads/cmgjfxygk014l1epjbphe92x0/2.jpg]2.jpg 79.58 KB [https://api.blue.cc/uploads/cmgjfxygk014l1epjbphe92x0/2.jpg?content-disposition=attachment] Post Photos: [https://api.blue.cc/uploads/cmgjg06im01cc1epj015cf3de/3.jpg]3.jpg 53.89 KB [https://api.blue.cc/uploads/cmgjg06im01cc1epj015cf3de/3.jpg?content-disposition=attachment][https://api.blue.cc/uploads/cmgjg0gww01ce1epj32h8f92z/5.jpg]5.jpg 76.8 KB [https://api.blue.cc/uploads/cmgjg0gww01ce1epj32h8f92z/5.jpg?content-disposition=attachment][https://api.blue.cc/uploads/cmgjg0ch201cd1epj7l6j5q63/4.jpg]4.jpg 97.12 KB [https://api.blue.cc/uploads/cmgjg0ch201cd1epj7l6j5q63/4.jpg?content-disposition=attachment] - LinkedIn Canva header - https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton] The black graphics have a Canva template and should use the following phrases: * Investing in People * Securing the Long Term * Finding the Balance * Problem Solver * Ouch. * Maybe the Other Pasture is Green. * Your career roadmap starts here. * Company values that align with yours. * The best careers complement life outside the office. * Of course, a transportation company believes in travel. [https://api.blue.cc/uploads/cmgjelt6u00wz1ep66x27ccwn/1758827283699.jpg]1758827283699.jpg 16.41 KB [https://api.blue.cc/uploads/cmgjelt6u00wz1ep66x27ccwn/1758827283699.jpg?content-disposition=attachment] See also: linkedin.com/help/linkedin/answer/a563309/image-specifications-for-your-linkedin-pages-and-career-pages [https://www.linkedin.com/help/linkedin/answer/a563309/image-specifications-for-your-linkedin-pages-and-career-pages]
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Spike: Microsites: Visitor False Negatives🗓️ Completed: 10-22-2025
Requestor: Steve, Abby Request: As an email marketer, I would like to find false negatives among visitors who bounce because they weren't served for each microsite, so that I can understand what marketing messages are attracting, but not aligned with the intent of the visitor. Additionally, analyze for common problems across properties. Success Criteria: All microsites have list of search terms matched with short visit times. Lives: docs.google.com/spreadsheets/d/11I-Cxq8daJDPwaUYiJ2RV-lrrmy76yttSeRFmHokZDQ/edit?usp=sharing [https://docs.google.com/spreadsheets/d/11I-Cxq8daJDPwaUYiJ2RV-lrrmy76yttSeRFmHokZDQ/edit?usp=sharing]
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Microsites: Buyers Personas🗓️ Completed: 10-16-2025
Requestor: Steve, Abby Request: As an email marketer, I would like up to 2 personas (avatars) of our site visitors for each microsite, so that I can understand what brings visitors to our site based on current traffic. Start with customs, truckload, and product fulfillment distribution. We'll review early next week and proceed to other microsites if on the right track. Eventual use as GPTs or digital twins to test marketing messages or create new ones for email marketing, incentives, and web-based tools. Success Criteria: All microsites have a persona of our visitors. Lives: Slide Deck docs.google.com/presentation/d/1bOMkf0pennpFqeYU5_gFi8b7ljta7-8VArub0iTmZcE/edit?usp=sharing [https://docs.google.com/presentation/d/1bOMkf0pennpFqeYU5_gFi8b7ljta7-8VArub0iTmZcE/edit?usp=sharing]
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Regional Sales Director LinkedIn post (SPM-32860)🗓️ Completed: 10-03-2025
Requestor: Aida, HR & Recruitment Request: I'd like to request a LinkedIn post (graphic and copy) be created and shared via our Company page in efforts to advertise for our Regional Sales Director opportunity as to it is an urgent need and of request by Leah D. Here is the link to the posting: https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909 [https://erhk.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_4/jobs/preview/35909] 1. Objective: Relevant Candidate Applications Content that attracts candidates with 8+ years experience in Logistics and Sales. 2. Audience: Jobseekers Corporate Roles > Middle to Late Career 3. Desired outcome/CTA: Direct Hire Applications, LinkedIn post interaction 4. Context: 5. Channels: LinkedIn, Indeed, 6. Constraints: Time 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 2Oct2025 Approved: 2Oct2025 Deadline: 3Oct2025 at EOD 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton [https://www.canva.com/design/DAFlDeGtWwQ/_f0U2f004rwpyQuEt3sw_A/edit?utm_content=DAFlDeGtWwQ&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton]
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Parking Lot
2 tasks ▼
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(First Fitting) Company Indeed and LinkedIn Life pages updated (SPM-27766)🗓️ Completed: 09-17-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective: Lead, Education, Event, Recruitment Content that attracts candidates for early 2026. College grads trying to pick out where they want to work. Updated content for job seekers. 2. Audience: Jobseekers Corporate Roles > Early Career > College Grads > Hebron, KY and Core4 (Ocala Ft Meyers, Phoenix, Cincinnati) 3. Desired outcome/CTA: Finding new candidates with a focus on the Core Four. Be so overwhelmed with candidates. Launch your career with us. Participation in Handshake events, Sign ups for Training Programs, Direct Hire Applications, LinkedIn post interaction 4. Context: - Lower carbon foot print, mostly IT tech roles, benefits, vacation rentals, course or certificate we do have an opportunity to cover cost of course/certified per employee, BizLibrary (educational opportunities, personal development), LDP Program (once per year. 6-8 months long, Rob, Brice, Vince, and direct manager), fear/frustration on getting out of college and no experience (trainee program - ideal for college grads. Cap at 20, we got 16 and 11), employees at food trucks, Handshake (for college students) Aida will send me the dates, Career Fairs (Aida will send me the dates), - Indeed - photos, videos of team members - LinkedIn - Polls, football, theme days, - Update "About Us" for both pages - we will craft and create (get one of the writers to write it) 5. Channels: LinkedIn, Handshake, Indeed, Instagram, - LinkedIn - https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true [https://www.linkedin.com/company/r-l-global-logistics/life/84db3b0b-7221-4f73-8c9e-f341a8980a77/?viewAsMember=true] - Indeed - https://www.indeed.com/cmp/R+l-Global-Logistics/about [https://www.indeed.com/cmp/R+l-Global-Logistics/about] 6. Constraints: - Indeed (RB needs log in) - LinkedIn (Aida will send header graphic in Canva) - Abby needs to approve every post, so I may not be able to repost - Aida's team can be reposted, given the content - Training class budget 2026 being discussed now until Nov. - Brand Guidelines & Equal Opportunity 7. Success Metric: 50-60 Sign-ups a month October 8. Owner: HR Recruitment, Collaborators, Approver(s): Aida, Abby 9. Dates: Requested: 15 Sep 2025 Approved: Deadline: She's flexible, but ASAP - Indeed - once a month - LinkedIn - once or twice a month 10. Attach previous materials, if applicable, or similar example perhaps of competitor materials - Canva Assets - Slide Deck for Handshake events
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(Start) Company Indeed and LinkedIn Life pages update🗓️ Completed: 09-17-2025
Requestor: Aida, HR & Recruitment Request: We would like to have our Company Indeed and LinkedIn Life pages updated for candidate marketing and attraction purposes. Ideally, we would like the updates to be re-occurring with fresh content to assist in recruiting and growth efforts. Additionally, we would like to update our "About Us" section across Indeed, LinkedIn and our hiring portal (careers page). 1. Objective (pick one): Lead, Pipeline acceleration, Education, Event, Retention, Conversion repair, Partner recruitment 2. Audience: segment, vertical, buyer role, geography 3. Desired outcome/CTA: book call, register, download, request quote, etc. 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: web, email, paid, field, etc. 6. Constraints: budget, timing, approvals, compliance 7. Success metric: volume + quality target, due date 8. Owner (Sales), Collaborators, Approver(s) 9. Dates: Requested, Approved, Deadline. 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials
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Susan Atwater 7 projects completed
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Fundamentals
7 tasks ▼
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CargoWise Data Pulls - Revision on Flow🗓️ Completed: 11-21-2025
This request is linked to the CargoWise Invoice Audit: https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/9e0f5cfa613f43bcb2a340c56b216fc0] Rob Bowman requested that we reduce the gigs pulling from CW directly into the Data Warehouse, as this is causing unnecessary costs. Requested flow will be from CW to Data Lake; then move required data to Data Warehouse.
View Task - 🗓️ Completed: 11-07-2025
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McLeod Schema Compare of Current LME tables to Upgrade LME tables (SPM-31753)🗓️ Completed: 10-13-2025
Create logic to compare the current LME schema to the upgraded LME schema to see what new or changed fields there are.
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CargoWise update 20251001 (SPM-32754)🗓️ Completed: 10-13-2025
There are questions about the CargoWise update process and I hope this can help iron out some of the process or start the process of how we can make this all work.
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Replace Bethmarie with new collector in table and proc (SPM-33159)🗓️ Completed: 10-13-2025
Replace Bethmarie with new collector in table and proc
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ABCO Walmart - scorecard comparison report (SPM-22435)🗓️ Completed: 10-13-2025
Requesting report similar to the missing 214 shipment status, this will help my team to prioritize on the research on a real issue on working on Walmart scorecard.
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FX GROUND (FedEx Logistics) - Additional FourKites Request (SPM-30602)🗓️ Completed: 10-13-2025
To set up FedEx accounts in FourKites
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Dominick Monaco 7 projects completed
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Fundamentals
6 tasks ▼
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Carrier Offer Info in Pipedrive (SPM-25880)🗓️ Completed: 10-13-2025
Looking to get Carrier Offer information to show in Pipedrive to let Sales know when we have had offers on orders from Carriers
View Task - 🗓️ Completed: 10-08-2025
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Front and Blue Sidebar App for IT🗓️ Completed: 09-09-2025
Complete side bar app from Front to Blue to assist with creating a task in Blue from Front. For both RLG IT and Marketing.
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Front Highway Integration🗓️ Completed: 07-23-2025
Develop an Integration between Highway and Front to aid in detecting potential fraudulent emails. Test
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Order Entry Spot Quote - Credit Check🗓️ Completed: 06-04-2025
Revise Pipedrive's Credit Check process Suggestion: New accounts sync'd by PipeDrive should not have a credit check date The Collections User should be Undetermined Credit status should be Awaiting Credit Review
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PipeDrive: Warehouse GRI Migration🗓️ Completed: 05-21-2025
Migrate users from Teamwork Projects to PipeDrive for the Warehouse GRI projects Slide 1: High-Level Overview Flowchart Slide 2: API Call Flow (1. Org, 2. Deal, 3. Activity) labels via API? Slide 3: 2 Projects to 2 Pipelines Slide 4: Field Mapping from Projects to Deals Slide 5: Tasks to Activities
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Game Changers
1 tasks ▼
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Pipedrive App Audit | API Update🗓️ Completed: 11-20-2025
Review apps for outdated endpoints. Update to v2 where possible. 1. Start Wizard 2. Order Manager 3. Customer Manager
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Jonathan Swartz 6 projects completed
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Fundamentals
5 tasks ▼
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PowerBI: phone verification data pull🗓️ Completed: 11-05-2025
Before Telecom can start the CPE Routing changes for Tom Aumann we need some data out of data lake/power BI in regard to what agents are assigned to what team and what skills are assigned to those agents for verification purposes. Shawn has a complete list of what we’re looking for, please reach out to him at 82111004 to review
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Finesse Report From Data Lake/Power BI (SPM-33181)🗓️ Completed: 10-07-2025
Finese license is up for renewal 11/10, need to process it by 10/24. Need assistance getting some information from Data Lake/PowerBI for max concurent users logged into Finesse for comparison analysis.
View Task - 🗓️ Completed: 05-09-2025
- 🗓️ Completed: 01-23-2025
- 🗓️ Completed: 12-05-2024
Game Changers
1 tasks ▼
- 🗓️ Completed: 11-13-2024
Sarah St Germain 5 projects completed
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Fundamentals
5 tasks ▼
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PTO Cash Out Gravity Form🗓️ Completed: 11-26-2025
Revision to process from completed card: app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/c2bf080db67c4ec19429c3e731859969 [https://app.blue.cc/company/rl-global-logistics/projects/rlg-it/records/c2bf080db67c4ec19429c3e731859969] Due to issues with Proofpoint Isolation in the Fluent Form process, need to use Gravity to recreate. Bre is writing instructions for the dev updates.
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ABCO Phase 2 tracking for api🗓️ Completed: 11-21-2025
Helmsman has requested enhanced shipment visibility for all ABCO loads. Based on Robert’s feedback, the goal is to provide real-time tracking updates throughout the shipment lifecycle, including the following key milestones: * Arrived to Shipper * Loaded * In Transit / Location Updates * Arrived to Consignee * Delivered In addition to these status updates, Helmsman would like access to supporting shipment documentation, including Bills of Lading (BOLs) and Proofs of Delivery (PODs). The reference to PODs is understood to also include invoices associated with each completed delivery.Planimatik API - Provider Technical Documentation_ (1).pdf 660.19 KB [https://api.blue.cc/uploads/cmhuo7ylk00011esfg7z37yb6/Planimatik_API_-_Provider_Technical_Documentation_1_.pdf?content-disposition=attachment]
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N.A. Ground Division Growth Initiative - Phase 1🗓️ Completed: 11-12-2025
PROJECT OBJECTIVE Increase the percentage of R+L Global customers shipping two or more times per month (up from those currently shipping once per month) from 46% to 55% by December 31, 2025. The project will identify and target customers who currently ship only once per month, implementing automated, data-driven, and personalized engagement strategies to encourage increased shipment frequency. BUSINESS CASE By leveraging data from START, PipeDrive, SendGrid, and other systems, this initiative seeks to increase customer retention and shipment frequency through automation, AI-assisted insights, and targeted marketing communication. Improving repeat usage will not only boost revenue but also deepen customer loyalty and empower Account Executives (AEs) with actionable data on the Next Best Call and Quote Opportunities. PLANNING & ARCHITECTURE PHASE - DUE OCT. 31 * Solution plan and email segmentation defined 60 Day Plan [https://docs.google.com/presentation/d/1jUwa0VVe_YI3kJHqs8bPIfGZCLYN0tD88O_Q2B9mDGg/edit?usp=sharing] N.A. Ground Division Growth Initiative Phase 1 - Planning & Architecture [https://docs.google.com/presentation/d/1fvy9TRIWn3hXk-2KIg3rhtSnDUJGh6M4cHr13UpGS4c/edit?usp=sharing] PHASE 1: AE FACING TOOLS - DUE NOV. 12 * AEs receive actionable, data-driven call recommendations and real-time insights on customers who present shipment growth potential. * Automated Deal Created based on a 30 day rolling period into the Opportunity stage of the Sales Pipeline. Deal is accompanied by a Campaign Call activity with a decrsiption that includes instructions, current shipping count and target shipping count. Deal is labeled as WIG Opportunity and custom fields Shipments last month and Wig Target are filled out. * Automated completion of deal. Deal is automatically marked as won or lost depending on customers shipment count for the month. If shipment count was increased deal is won, if shipment count is stagnant or decreases deal is lost. * WIG Opportunity Indicator within the START Wizard form. PHASE 2: SENDGRID INTEGRATION, DASHBOARDS, AND OUTREACH AUTOMATION - DUE DEC. 3 * Fully operational marketing automation and sales enablement system supporting AEs in converting and retaining more frequent shippers. * PowerBi report for leadership to track metrics, KPIs and progress. * Growth Initiative Leaderboard: Realtime react.js application that displays the leaderboard. Data is feed to the application from an API endpoint / webhook and updates the leaderboard without refreshing the page. Design and HTML attached. [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png]image.png 373.2 KB [https://api.blue.cc/uploads/cmhgfsbjs03h91etueiv0ci4q/image.png?content-disposition=attachment] growth-initiative-leaderboard (6).html 26.11 KB [https://api.blue.cc/uploads/cmhgftfxl03hu1etp6gzperq1/growth-initiative-leaderboard_6_.html?content-disposition=attachment]
View Task - 🗓️ Completed: 10-29-2025
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ABCO set up for MacroPoint tracking (SPM-32580)🗓️ Completed: 10-28-2025
ABCO brand new customer Helmsman Solutions is requesting API integration through Planimatik. This is a new customer to ABCO and they have strict tracking requirements that we need to meet in order to do business with them. Requirements: Phase 1 Tracking: 1. Send location string updates to Tracking endpoints (Callins ?) Phase 2 Bidding: 1. Customer Post Load to us 2. ABCO Submits Bid 3. Customer Award to us 4. FlowLogix does Rate Con (Email) Credentials USER: [email protected] [[email protected]] DOC CARRIER: https://docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0 [https://urldefense.com/v3/__https:/docs.google.com/document/d/1lJSWKWrv3_FPSc9T1c7aDkESH3hyf2BiDtCgzYQhE-k/edit?tab=t.0__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUCpeH8II$] API URL: https://pre-api-planning.cargobot.io [https://urldefense.com/v3/__https:/pre-api-planning.cargobot.io__;!!PI54_M0q6VU!vT8rfsECrZgwLLHM_kMfAiMJkv9Cdp070wNG-uIRMQgWqSF85XyH8UwRmGJJgaoD9jKgfx5x0EKjgEDQIw5PlaFZlGErUDddJ80v$] API KEY: aMy1cbZRYONsddOZFOku6y2pF6jOhrmAcEEsErBf6jOfv7Zyt7pRNxEm1jQohtKm DOCU PROVIDER Planimatik API - Provider Technical Documentation_.pdf 660.19 KB [https://api.blue.cc/uploads/cmgp8oajm00ga27pwahjmhkxz/Planimatik_API_-_Provider_Technical_Documentation_.pdf?content-disposition=attachment]
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Marian Richardson 5 projects completed
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Fundamentals
5 tasks ▼
- 🗓️ Completed: 11-25-2025
- 🗓️ Completed: 11-24-2025
- 🗓️ Completed: 11-20-2025
- 🗓️ Completed: 11-17-2025
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Blog - Learn If Partial Truckload Shipping Is Right For Your Needs - Truckload🗓️ Completed: 11-12-2025
Learn If Partial Truckload Shipping Is Right For Your Needs - docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing [https://docs.google.com/document/d/1yL3C1P6FNMFTV1dCmPrl5QEQ6tmGLy2-9mgFA8wHAPQ/edit?usp=sharing]
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Morgan Robbins 5 projects completed
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Game Changers
5 tasks ▼
- 🗓️ Completed: 08-06-2025
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Project: Payment Gateway replacement - Paytrace🗓️ Completed: 06-15-2025
Replace Cybersource as the current payment gateway vendor. Project will have 3 phases. * Phase 1- BillPay Without the Guest Login Feature * Phase 2 - Prepay * Phase 3 - BillPay's Guest Login feature
View Task - 🗓️ Completed: 06-15-2025
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Project: Transfix🗓️ Completed: 02-27-2025
Work with Operations and Sales to implement Transfix, a new pricing tool for determining customer rates. We’ve rolled out Transfix as part of START Wizard, replacing DAT as the pricing option. We’re currently reviewing options on how to enhancement the user experience and interface. Transfix will also be releasing a version for operations and pricing, which we plan to integrate in the future for our operations team members.
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UiPath - PTLS Settlement (Void Aged) Review For Accrual🗓️ Completed: 02-20-2025
Charges or accessorial that have not received a document for confirmation and are sitting in McLeod in the HOLD status for over a long period of time need to be systematically "Void". Currently the settlement team goes in and change the status of these orders from HOLD to Void. They want the bots to do this to orders waiting for documentation for over 180 days from current date. There are two parts to this project as the fields to filter and input are different for each of these: * Where the order is in HOLD and may or may not have earnings and deductions. * Where the earning or deduction is on HOLD but its order has already been processed.
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Carlos Urena 4 projects completed
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On Deck
2 tasks ▼
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Create an Editorial Policy Page🗓️ Completed: 11-17-2025
Link from the About Page "Check out our Editorial Page" - information about our writing policies.
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FMA's Tradeshow🗓️ Completed: 05-09-2025
* Sponsor listing with company logo and description in the Attendee Program Book * 1/4 Page Ad in the Attendee Program Book * 5.125” x 3.25” (130.17 mm x 82.5 mm)
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Fundamentals
2 tasks ▼
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Customs Keyword - Import Duties🗓️ Completed: 11-12-2025
Keyword = Import Duties Stemming from bookairfreight.com [https://www.bookairfreight.com/] - Carlos – Strategize Import Duties keyword - Jacob – Execute - Rachel – Project manager Plan due by November 12th.
View Task - 🗓️ Completed: 07-10-2025
John Peterson 3 projects completed
▼Carsten Rieger 3 projects completed
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Fundamentals
3 tasks ▼
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Editorial Policy Updates🗓️ Completed: 11-18-2025
Updates have been made to this document on 11/18/25. Please update on the website. docs.google.com/document/d/1zwjmuZjQ16INAQkcrubw2lWe2y6EaHvjWXuzitksJ8o/edit?usp=sharing [https://docs.google.com/document/d/1zwjmuZjQ16INAQkcrubw2lWe2y6EaHvjWXuzitksJ8o/edit?usp=sharing]
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USA Customs Updates🗓️ Completed: 11-17-2025
About page, new editorial policy (linked from blogs and the footer), and updates to testimonials. Carsten making changes.
View Task - 🗓️ Completed: 07-10-2025
Tanya Hudson 2 projects completed
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Game Changers
2 tasks ▼
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Project: Payment Gateway replacement - Paytrace🗓️ Completed: 06-15-2025
Replace Cybersource as the current payment gateway vendor. Project will have 3 phases. * Phase 1- BillPay Without the Guest Login Feature * Phase 2 - Prepay * Phase 3 - BillPay's Guest Login feature
View Task - 🗓️ Completed: 06-15-2025
Saswati Talukdar 2 projects completed
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Game Changers
1 tasks ▼
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UiPath - PTLS Settlement (Void Aged) Review For Accrual🗓️ Completed: 02-20-2025
Charges or accessorial that have not received a document for confirmation and are sitting in McLeod in the HOLD status for over a long period of time need to be systematically "Void". Currently the settlement team goes in and change the status of these orders from HOLD to Void. They want the bots to do this to orders waiting for documentation for over 180 days from current date. There are two parts to this project as the fields to filter and input are different for each of these: * Where the order is in HOLD and may or may not have earnings and deductions. * Where the earning or deduction is on HOLD but its order has already been processed.
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Fundamentals
1 tasks ▼
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Flowlogix: BSWF Update - Mercury Gate🗓️ Completed: 03-19-2025
Add New Queue for Mercury Gate and logic for orders to be auto billed or placed in new queue
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David Ward 1 projects completed
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On Deck
1 tasks ▼
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Create list of competitors for each microsite🗓️ Completed: 10-16-2025
Three top intent - competitors for each site.
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Ricardo Robles 1 projects completed
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Fundamentals
1 tasks ▼
- 🗓️ Completed: 01-23-2025
Matt Hurst 1 projects completed
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Approved
1 tasks ▼
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Cargowise SSL Cert Renewal eAdaptor🗓️ Completed: 06-05-2025
ChangeRequestHS766042.docx.pdf 934.24 KB [https://api.blue.cc/uploads/cmb9ubf8x00h91zpqc1el1z9c/ChangeRequestHS766042.docx.pdf?content-disposition=attachment]
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Harriet Daniels 0 projects completed
▼Alexander Merlo 0 projects completed
▼PTLS Technology 0 projects completed
▼Dead to Me 117 projects completed
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Parking Lot
19 tasks ▼
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Test🗓️ Completed: 11-04-2025
1. Objective (pick one): Lead, Pipeline acceleration, Education, Event, Retention, Conversion repair, Partner recruitment 2. Audience: segment, vertical, buyer role, geography 3. Desired outcome/CTA: book call, register, download, request quote, etc. 4. Context: current assets, deal details, blockers, key dates 5. Channels in play: web, email, paid, field, etc. 6. Constraints: budget, timing, approvals, compliance 7. Success metric: volume + quality target, due date 8. Owner (Sales), Collaborators, Approver(s) 9. Dates: Requested, Approved, Deadline. 10. Upload of previous materials, if applicable, or similar example perhaps of competitor materials
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Open Enrollment QR Code (SPM-40324)🗓️ Completed: 10-30-2025
need a qr code for sign ups for Open Enrollment we are going to put on the flyers
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Searching CargoWise Shipments🗓️ Completed: 10-15-2025
1. For the Search issues we have asked the team for current examples and will reply here with those once a few are received. 1. For the dollar amount and margin calculations issue, please see attached video recording of a live example. Please see below key times in video of errors and what we need to do to resolve. This is definitely confusing for multiple departments trying to enter the OCF correctly or update one and be able to confirm it is right. * At 00:54 Updated Carrier/Vendor Pay amount and did not recalculate margin fields in bottom right hand screen * At 02:21 retyped existing Customer Change Amount as a test to see if it would recalculate. It does recalculate the margin fields * At 03:10 typed in the new correct amount for Customer Change Amount and it does not recalculate the margin fields * At 03:57 added 1 penny and it recalculates the margin fields * At 04:29 Updated back to correct amount and it recalculates the margin fieldsChristina Wood's meeting-20251007 1956-1.mp4 5.07 MB [https://api.blue.cc/uploads/cmgjpjqxm01jw1ep6872x18zs/Christina_Wood_s_meeting-20251007_1956-1.mp4?content-disposition=attachment]
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Internal PowerPoint for Internal Sales (SPM-18381)🗓️ Completed: 10-02-2025
Need to create a branded PowerPoint for internal sales training – Attached info to help build it out.
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BI: Performance Dashboard - Operations - Needs update🗓️ Completed: 09-08-2025
Can we get the Team tab to show the following in these areas: Team Operations should show: Javon Bryan – with Cameron Burton, Saif Naushad, Steven Nowaczyk and any direct reports for Javon under Javon Trey Crossno – and any of his directs under him Thanks under Strategic Operations – only the following CPE/SPE’s under both Cameron and Saif Eddie Rieck, Nancy Leffler, Gregg Braun And under transactional – all CPE’s SPE’s with the exception of those in Strategic Operations, Special Services, Intermodal, Mexico and LTL?
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Hot Comments for Tracking (SPM-19621)🗓️ Completed: 09-02-2025
My customer Terumo - TERLCO requires that all loads track. Can we have a default comment on all rate cons that the carriers must use trucker tools and that her will be a $150 charge if they do nt use it? I talked with the CPE Operations Manager and he asking if this can be automated so they do not have to enter it on each on as this customer does 180+ loads per month.
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Request: Customer Integration to Deposco - Titan Home Products🗓️ Completed: 08-05-2025
Customer wants to sync their shipping software. Who can help with the API integrations? Customer wants to understand the need and process.
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Request: New Report Request🗓️ Completed: 08-05-2025
The project aims to eliminate the use of Excel for long-term forecasting models in Power BI by developing an in-house Python solution that integrates with Power BI. The focus is on analyzing revenue branches through shipments, average revenue, and average margin, using linear regression to forecast shipments and rates. The model will factor in current headcount, potential attrition, hiring, and seasonality. Data will be sourced from the Data Lake, with Python scripts executed to compile reports in Power BI. Additionally, forecasts will be compared to operational targets, budget, and actuals, with actuals overriding forecast outputs when available.
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Request: New Customer Integration🗓️ Completed: 08-01-2025
Customer would like to get one a call today 3/18 or tomorrow 3/20 if possible to discuss how our technologies will work and integrate. Still working with customer on contract and onboarding. Customer name is New Country Organics Email : [email protected] [[email protected]] [email protected] [[email protected]]
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Project Request - Driver Not Available🗓️ Completed: 07-28-2025
The goal of this project is to update Pipedrive to better track service codes related to McLeod, ensuring consistency in reporting and distinguishing between service failures and other issues. Steps to include: Match existing issues with designated McLeod codes based on definitions: PTLS Mistake = AJ Lack of Coverage = D2 Carrier Fell Off = AY Implement mandatory void reason codes in McLeod: "D2" for shipments voided due to lack of coverage (driver not available). "AM" for voided shipments due to shipper issues (freight not ready). Ensure voids due to entry errors are marked with the appropriate error code.
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Project Request: Highway - McLeod Updates🗓️ Completed: 05-28-2025
We want McLeod to be updated with high risk identity alerts in Highway. Currently we have to proactively go to carrier profiles in Highway to check for Identity alerts for double brokering, fraud, etc. Then manually go to McLeod and deactivate the carrier. Adding a UI Path that will automatically shut down high risk carriers with Identity Alerts will mitigate the risk of theft, claims, double brokering, and fraud.
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AFC Branded Bond Renewal Page🗓️ Completed: 05-02-2025
AFC Branded Bond Renewal Page (this is as simple as it looks. just a checkout page on USA Customs for customs bond renewal in AFC branding) docs.google.com/document/d/1CdRO7yq5YlYRU_5KbDDsdSZZkhhjLpM-ESc12eI3yzg/edit?usp=sharing [https://docs.google.com/document/d/1CdRO7yq5YlYRU_5KbDDsdSZZkhhjLpM-ESc12eI3yzg/edit?usp=sharing] AFC you're going to have to look in the fs2 drive for branding assets, we don't normally design for their site. afcinternationalllc.com [https://www.afcinternationalllc.com/]
View Task - 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
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EML Wildfire Page🗓️ Completed: 01-28-2025
Design for EML Wildfire Page docs.google.com/document/d/1PFeNMy_innWhd4cIzvcx1ryQYzcJLWbA0PX-qOtAwAE/edit?usp=sharing [https://docs.google.com/document/d/1PFeNMy_innWhd4cIzvcx1ryQYzcJLWbA0PX-qOtAwAE/edit?usp=sharing] Design Assets: \\fs2\RLG\RLG UX\Microsite Web Design
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Approved
55 tasks ▼
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McLeod Upgrade Fixes - 1792011 Error getting images via McLeod API and 1788985 Latency issues with Distance Profiles🗓️ Completed: 11-21-2025
This Change Request is to deploy the fix to two Work Orders for the McLeod upgrade. One fixes the getting of Images via McLeod API and the other fixes an issue with Distance Profiles Latency
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McLeod PTLS FlowLogix/Rapid Alert Project 64 - Billing_Holds🗓️ Completed: 11-19-2025
This Change Request puts Purchase orders into a 5 day hold after which they will be removed automatically if it has not already been done so manually
View Task - 🗓️ Completed: 11-18-2025
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RLG Data Management Oct25 Security Update - 11/3/25 @ 8:30AM - M🗓️ Completed: 11-18-2025
Patch Management is coordinating routine security maintenance on RLG Data Management. This scheduled maintenance is essential for ensuring system health and security. User impact is expected to be minimal, however the system may be offline intermittently and/or users may experience minor system slowness during the reboot window(s). The reboot is expected to take approximately 30-45 min, however up to 90 minutes in some cases.
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M365 Zero Trust – Conditional Access and Mobile Application Management🗓️ Completed: 11-01-2025
Objective of the Change: RSM conducted a security assessment of the R+L Microsoft 365 tenant. RSM provided recommendations around Conditional Access and Mobile Application Management. RSM reviewed their findings and recommendations with our Infrastructure Engineering team and our IMT Security team. This CR is for building out the policies in an off state on October 31st. Then on November 1st, RSM and the R+L team will meet to enable these policies. Application(s) that may be impacted by change: M365, Intune, Exchange, MS Teams, Copilot, PowerBI, Azure What to expect during the outage: No outage expected. Worst case scenario: Each remediation has a specified rollback that can be performed.
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MCO International Migration/FRONT🗓️ Completed: 11-01-2025
MCO International has been revisited on Front and they have requested to Remove the MCO accounting, Innovair, Myers and overseas Inboxes but all the historical emails on these should be moved to the MCO International Inbox without causing any disruptions on the Main Inbox.
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SQL 2022 Cumulative Update 21 on NON-HA PRD servers🗓️ Completed: 10-31-2025
To comply with updates to security, performance, and administrative best practice from Microsoft, we will be patching the below SQL Server instance. During the deployment window, the SQL Server database core service will intermittently be offline as drivers are updated and the server is then rebooted. Users will experience dropped connections or the inability to connect during the deployment window. RLPRDAZROLT01, RLPRDSQLCMS01, IGPRDOLTDB02, PLPRDOLP03, RLPRDOLT31, PLPRDBIG01, RLPRDOLT34, RLPRDOLT33, RLPRDOLT29, RLPRDOLT30, RLPRDOLT35, RLPRDOLP06, RLPRDOLTDMZ01, RLPRDODB04, RLPRDOLT21 servers
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McLeod Update Doc Designer and Imaging Overlay files (25.2)🗓️ Completed: 10-13-2025
This Change Request is to setup Document Designer changes in TMS and TMS4 and new Imaging Overlays to be applied to PLPRDMCL06.
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McLeod FlowLogix Project to Setup Autobill based on Charge Codes (25.2)🗓️ Completed: 10-13-2025
This Change Request is to setup four new Fields and adjust three current Fields for Billing & AR> Master Files> Customer so that a current FlowLogix project can perform auto billing based upon Charge Code and Amount Selections.
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McLeod FlowLogix Project to Setup Autobill based on Charge Codes🗓️ Completed: 10-06-2025
This Change Request is to setup four new Fields and adjust three current Fields for Billing & AR> Master Files> Customer so that a current FlowLogix project can perform auto billing based upon Charge Code and Amount Selections.
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McLeod Update Doc Designer and Imaging Overlay files🗓️ Completed: 09-12-2025
This Change Request is to setup Document Designer changes in TMS and TMS4 and new Imaging Overlays to be applied to PLPRDMCL06.
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RLG BillPay - Change extraction logic based on Settlement for ACH records🗓️ Completed: 09-12-2025
The goal of this deployment is to modify the BillPay daily transaction report by updating the extraction logic for ACH records to be based on Settlement date. Also to add Jonathan McFarlane and Dawn Paredes to the reporting emails and remove Kathleen Hoban for both Billpay & Prepay reports.
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SQL 2022 Cumulative Update 20 on PRD servers🗓️ Completed: 09-02-2025
To comply with updates to security, performance, and administrative best practice from Microsoft, we will be patching the below SQL Server instance. During the deployment window, the SQL Server database core service will intermittently be offline as drivers are updated and the server is then rebooted. Users will experience dropped connections or the inability to connect during the deployment window. RLPRDAZROLT01, RLPRDSQLCMS01, IGPRDOLTDB02, PLPRDOLP03, RLPRDOLT31, PLPRDBIG01, RLPRDOLT34, RLPRDOLT33, RLPRDOLT29, RLPRDOLT30, RLPRDOLT35, RLPRDPRVT01, RLPRDOLP06, RLPRDOLTDMZ01, RLPRDODB04, RLPRDOLT21 servers
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RLG – include customer classification RLGlobal_Data_Lake_Export🗓️ Completed: 09-02-2025
A new column was added to the customer table in mcleod, we want to pull it into the datalake
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McLeod PTLS Auto Rating: Rate Type Field Changes🗓️ Completed: 09-02-2025
This Change Request is to setup three new Field Properties and adjust one current field property for Dispatch>Auto Rating>Rates for the Rate Type field. Also adding the Customer Classification field to the Billing & AR>Master Files>Customer screen/table.
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McLeod Positive Pay setup for ABCO Checks🗓️ Completed: 09-02-2025
This Change Request is to setup Positive Pay for ABCO and Bank of America to send checks electronically.
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McLeod Rand McNally IntelliRoute server deployment🗓️ Completed: 08-18-2025
Deploy Rand McNally IntelliRoute software to allow the business to use both PC Miler and Rand McNally for distance calculations.
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2025/2026 cert for McLeod services.goptls.com site🗓️ Completed: 08-18-2025
ChangeRequestHS774302 - BUS.docx.pdf 356.66 KB [https://api.blue.cc/uploads/cmcxirkkp005q2jol8bcn9vxr/ChangeRequestHS774302_-_BUS.docx.pdf?content-disposition=attachment]
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Mcleod Security Update🗓️ Completed: 07-23-2025
Landesk Install, Reboot, & Smoke Test McLeod Jun25 Security Update.pdf 625.74 KB [https://api.blue.cc/uploads/cmd7rw8l800c62jtn05rd1qez/McLeod_Jun25_Security_Update.pdf?content-disposition=attachment]
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FlowLogix Project 59 – Credit_Override🗓️ Completed: 07-23-2025
ChangeRequestHS777283.docx.pdf 381.33 KB [https://api.blue.cc/uploads/cmd7c8nzm005s2ju33x172n7u/ChangeRequestHS777283.docx.pdf?content-disposition=attachment]
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Cargowise Update to v25.4.7.353🗓️ Completed: 07-23-2025
S-__Cargowise_Update_to_v2547353_-_72025.pdf 329.09 KB [https://api.blue.cc/uploads/cmcxipm90004a2jnfhiyb8yr1/S-_Cargowise_Update_to_v2547353_-_72025.pdf?content-disposition=attachment]
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McLeod AutoHomePositionServer4 Setup🗓️ Completed: 07-17-2025
S-_McLeod_AutoHomePositionServer5_Setup_-_71.pdf 219.96 KB [https://api.blue.cc/uploads/cmcxina6x005o2jolcgiw984c/S-_McLeod_AutoHomePositionServer5_Setup_-_71.pdf?content-disposition=attachment]
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Calabrio Jun25 Security Update🗓️ Completed: 07-11-2025
Calabrio Jun25 Security Update.docx.pdf 580.77 KB [https://api.blue.cc/uploads/cmcxiseda004c2jnff2xn5l0z/Calabrio_Jun25_Security_Update.docx.pdf?content-disposition=attachment]
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McLeod AutoHomePositionServer4 Setup🗓️ Completed: 07-10-2025
ChangeRequestHS771886.docx.pdf 353.94 KB [https://api.blue.cc/uploads/cmcas6egi00hz2joxa7a05ilf/ChangeRequestHS771886.docx.pdf?content-disposition=attachment]
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Include driver & escrow_transaction tables in RLGlobal_Data_Lake_Export🗓️ Completed: 07-10-2025
CR - RLG include driver escrow_transaction tables in RLGlobal_Data_Lake_Export - BUS.docx.pdf 588.04 KB [https://api.blue.cc/uploads/cmcxhda6q00412jnf0s1rb5qp/CR_-_RLG_include_driver_escrow_transaction_tables_in_RLGlobal_Data_Lake_Export_-_BUS.docx.pdf?content-disposition=attachment]
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McLeod dpeforms.exe version update🗓️ Completed: 07-10-2025
S-_McLeod_dpeformsexe_version_update_-_792.pdf 805.54 KB [https://api.blue.cc/uploads/cmcnvdd4p00ms2jr8fu49gnf9/S-_McLeod_dpeformsexe_version_update_-_792.pdf?content-disposition=attachment]
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RLGlobal_Data_Lake_Export to take advantage of Change Tracking🗓️ Completed: 07-10-2025
CR - RLG update RLGlobal_Data_Lake_Export to take advantage of Change Tracking-tech.docx.pdf 563.97 KB [https://api.blue.cc/uploads/cmcaph5di00u02jombfqr5q50/CR_-_RLG_update_RLGlobal_Data_Lake_Export_to_take_advantage_of_Change_Tracking-tech.docx.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 06-19-2025
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RLG MainSite: Form Fills to Pipedrive🗓️ Completed: 06-19-2025
HS761051_Mainsite_Rate_Quote_Pipe_Drive_PRD_CR.pdf 656.78 KB [https://api.blue.cc/uploads/cmc3crt5i001s2jweh5yoabd8/HS761051_Mainsite_Rate_Quote_Pipe_Drive_PRD_CR.pdf?content-disposition=attachment]
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SQL 2022 Cumulative Update 19 on servers🗓️ Completed: 06-19-2025
SQL 2022 PRD CU19 Update.pdf 650.47 KB [https://api.blue.cc/uploads/cmc3cpc4u001p2jwedm4b6va4/SQL_2022_PRD_CU19_Update.pdf?content-disposition=attachment]
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ABCO Fuel Vendor add for QuikQ/Loves🗓️ Completed: 06-12-2025
S-_ABCO_Fuel_Vendor_add_for_QuikQLoves_-_61.pdf 2.07 MB [https://api.blue.cc/uploads/cmbpsi3xq00kd1zosbek81y6g/S-_ABCO_Fuel_Vendor_add_for_QuikQLoves_-_61.pdf?content-disposition=attachment]
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Deploy updated Mobile Systems’ web sites and MDT services🗓️ Completed: 06-10-2025
Deploy updated Mobile Systems web sites and MDT Services. Release 87 - BUS.docx.pdf 1.02 MB [https://api.blue.cc/uploads/cmbjbkxl200qn1zri6mi03mf8/Deploy%20updated%20Mobile%20Systems%20web%20sites%20and%20MDT%20Services.%20Release%2087%20-%20BUS.docx.pdf?content-disposition=attachment]
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Configuring all users, groups, contacts and DLs to sync to Entra🗓️ Completed: 06-05-2025
543640 - Sync all users and groups to Entra ID.docx.pdf 920.95 KB [https://api.blue.cc/uploads/cmay6t9fc000f1zpp6xdu1ape/543640%20-%20Sync%20all%20users%20and%20groups%20to%20Entra%20ID.docx.pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 06-05-2025
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S- Deactivate DTA2(PFS) DPSSChedule🗓️ Completed: 05-19-2025
ChangeRequestHS761313 - TECH.docx.pdf 1.31 MB [https://api.blue.cc/uploads/cmaef91tj00gb1zumgcuig4rn/ChangeRequestHS761313%20-%20TECH.docx.pdf?content-disposition=attachment]
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S- FlowLogix Project 57 - Elevated Risk🗓️ Completed: 05-14-2025
Change_TitleS-_FlowLogix_Project_57_-_Eleva.pdf 873.91 KB [https://api.blue.cc/uploads/cmaecbkgx00d51zum7bx010ld/Change_TitleS-_FlowLogix_Project_57_-_Eleva.pdf?content-disposition=attachment]
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CW SSL Cert🗓️ Completed: 05-08-2025
ChangeRequestHS755628.docx 355.77 KB [https://api.blue.cc/uploads/cmacskyod00i81zsn18chay9q/ChangeRequestHS755628.docx?content-disposition=attachment]
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Automatic Revenue adds to Drayage Loads with AFC as Bill To🗓️ Completed: 05-08-2025
ChangeRequestHS757936.docx.pdf 1.04 MB [https://api.blue.cc/uploads/cm9vjacin004e1yu4ak6k706l/ChangeRequestHS757936.docx.pdf?content-disposition=attachment]
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TIBCO changes for carrier extra pay issue🗓️ Completed: 05-06-2025
PRD-CR_754627_S- Mercury Gate - Mcleod Integration - TIBCO changes for carrier extra pay issue-tech..pdf 1.21 MB [https://api.blue.cc/uploads/cmacsm98l00i91zsn4zhw8m85/PRD-CR_754627_S-%20Mercury%20Gate%20-%20Mcleod%20Integration%20-%20TIBCO%20changes%20for%20carrier%20extra%20pay%20issue-tech..pdf?content-disposition=attachment]
View Task - 🗓️ Completed: 05-05-2025
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SSQ eForms Project🗓️ Completed: 05-01-2025
ChangeRequestHS757000 - BUS.docx.pdf 934.56 KB [https://api.blue.cc/uploads/cm9vjifcb004o1yu4f7699st4/ChangeRequestHS757000%20-%20BUS.docx.pdf?content-disposition=attachment]
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Cargowise Update to v-24.10.30.801 – to update tariff calculations🗓️ Completed: 04-24-2025
ChangeRequestHS754322.pdf 518.58 KB [https://api.blue.cc/uploads/cm9vmmhhz000q1yu45aln3ejp/ChangeRequestHS754322.pdf?content-disposition=attachment]
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Cargowise 24.10.30.478 to 24.10.30.704 - to fix Customs Declaration issues🗓️ Completed: 04-24-2025
ChangeRequestHS751521.pdf 517.75 KB [https://api.blue.cc/uploads/cm9vmkafr000p1yu463fccfjq/ChangeRequestHS751521.pdf?content-disposition=attachment]
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High Value Compliance Hold🗓️ Completed: 04-24-2025
HighValue-ChangeRequestHS756765 BUs.pdf 1.04 MB [https://api.blue.cc/uploads/cm9vjo724004r1yu42ym7ef82/HighValue-ChangeRequestHS756765%20BUs.pdf?content-disposition=attachment]
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JBOSS v249 and three Schema Changes for ABCO (TMS4)🗓️ Completed: 04-24-2025
JBOSS-ChangeRequestHS757018 - TECH.pdf 1.47 MB [https://api.blue.cc/uploads/cm9vjq4zy00021yu481rkgrda/JBOSS-ChangeRequestHS757018%20-%20TECH.pdf?content-disposition=attachment]
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SQL 2019 CU 30 installation🗓️ Completed: 04-24-2025
SQL 2019 PRD CU32 Update.docx.pdf 1.46 MB [https://api.blue.cc/uploads/cm9vk8vqi00141yu4930fg7kh/SQL%202019%20PRD%20CU32%20Update.docx.pdf?content-disposition=attachment]
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SQL 2022 Cumulative Update 17🗓️ Completed: 04-24-2025
SQL 2022 PRD CU17 Update.docx.pdf 1.41 MB [https://api.blue.cc/uploads/cm9vk6wc000111yu4g061a020/SQL%202022%20PRD%20CU17%20Update.docx.pdf?content-disposition=attachment]
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Global Feb25 Security Update🗓️ Completed: 04-24-2025
UiPath Global Feb25 Security Update - TECH.docx.pdf 1.33 MB [https://api.blue.cc/uploads/cm9vk4daq000z1yu4h2ui7mut/UiPath%20Global%20Feb25%20Security%20Update%20-%20TECH.docx.pdf?content-disposition=attachment]
View Task -
Adding table carrier_offer to the SSIS pack🗓️ Completed: 04-24-2025
#528787 DataLake - adding table carrier_offer to the SSIS package.docx.pdf 1.22 MB [https://api.blue.cc/uploads/cm9vk2kwg000r1yu4g71ddqqk/%23528787%20DataLake%20-%20adding%20%20table%20carrier_offer%20to%20the%20SSIS%20package.docx.pdf?content-disposition=attachment]
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Update of Java HeapConfigs🗓️ Completed: 04-24-2025
Java-ChangeRequestHS746095.pdf 927.24 KB [https://api.blue.cc/uploads/cm9vk1hzx000o1yu4dquh0h43/Java-ChangeRequestHS746095.pdf?content-disposition=attachment]
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Static Dispatch Project🗓️ Completed: 04-24-2025
StaticDispatch-ChangeRequestHS745824.pdf 995.81 KB [https://api.blue.cc/uploads/cm9vk009t000m1yu4c2j2ghzj/StaticDispatch-ChangeRequestHS745824.pdf?content-disposition=attachment]
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McLeod Schema Change🗓️ Completed: 04-24-2025
Schema-ChangeRequestHS749810 - BUS.pdf 922.9 KB [https://api.blue.cc/uploads/cm9vjv4nr000e1yu4br076xu9/Schema-ChangeRequestHS749810%20-%20BUS.pdf?content-disposition=attachment]
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SQL 2019 CU 32 install on RLPRDOLT32, RLPRDSECDB04\GALLAGHER, RLPRDSECDB03 servers🗓️ Completed: 04-24-2025
SQL 2019 PRD CU32 Update.docx.pdf 1.46 MB [https://api.blue.cc/uploads/cm9vjtk1a00091yu42dhtaqz8/SQL%202019%20PRD%20CU32%20Update.docx.pdf?content-disposition=attachment]
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SQL Server Bug Fix CSAMS export to ODS🗓️ Completed: 04-24-2025
537998 RLG Data Lake SQL Server Add Tables.docx.pdf 1.2 MB [https://api.blue.cc/uploads/cm9vjrrd000071yu48vyt3jqi/537998%20RLG%20Data%20Lake%20SQL%20Server%20Add%20Tables.docx.pdf?content-disposition=attachment]
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Update Logixboard triggers to upsert to prevent duplicate🗓️ Completed: 04-24-2025
CR - RLG update Logixboard triggers (redeploy)-tech.docx.pdf 1.19 MB [https://api.blue.cc/uploads/cm9vjfa1f004m1yu41z365cph/CR%20-%20RLG%20%20update%20Logixboard%20triggers%20(redeploy)-tech.docx.pdf?content-disposition=attachment]
View Task
Reported Issues
3 tasks ▼
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Cloudflare Global Network Incident🗓️ Completed: 11-19-2025
cloudflarestatus.com/incidents/8gmgl950y3h7 [https://www.cloudflarestatus.com/incidents/8gmgl950y3h7]
View Task -
RLG Wiki is Down🗓️ Completed: 10-17-2025
Rltracking server reported to high amount load and usage on CPU working on the bring it up to speed
View Task -
Azure Synapse Analytics - East US🗓️ Completed: 09-15-2025
Impact Statement: Starting at 12:48 UTC on 15 Sep 2025, Azure is currently experiencing an issue affecting the Azure Synapse Analytics service in the East US region. Customers may be experiencing spark job execution failures while executing spark activities within notebooks or data pipelines or SDK. Current Status: We are aware of this issue and are actively investigating. An update will be provided as events warrant. IMPACTED SERVICE(S) AND REGION(S) Service Name: Azure Synapse Analytics Region: East US
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On Deck
6 tasks ▼
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UiPath: AFCI Bond Review - Phase 2🗓️ Completed: 10-15-2025
The bot looks at the master Excel file that was created by Phase 1 and looks for all bonds that are marked "TERMINATE". These bonds are searched on the Merlin site and terminated with the reason being "Importer is no longer a client". The customer is then emailed about this termination and the CHB relations folder in Front is tagged.
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UIPath: Loadboard Sync🗓️ Completed: 08-14-2025
Currently there is one user that has logins to all the load boards. Steve would like to have an automation that is able to login to all the loadboards (2FA) and post the loads in one public place for more visibility.
View Task - 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
- 🗓️ Completed: 05-02-2025
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Ian Morphy - Upcoming Bid🗓️ Completed: 02-26-2025
Wanted to share those documents to get “prettied up” we discussed yesterday. The PTLS Carriers 4-18-24… document is all the carriers with email addresses we’d look to send this out to. The other two attachments are the one’s that will be sent to the carriers so they can bid. We’d like to get the general information word document added to a separate tab in the PTLS – RL Global bid excel doc if possible. Also need to have that [email protected] [[email protected]] inbox created in front so the team can work any correspondence through there.
View Task
Planning
2 tasks ▼
Fundamentals
29 tasks ▼
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Training Templates🗓️ Completed: 07-10-2025
Marketing Request Details As part of our 2025 training initiatives, we are working to formalize and standardize training materials and content across the organization. In an effort to work towards that goal we would like a presentation and standard templates that we would use when created trainings. The current presentation template is currently being used. Should we continue to use that possibly provide some slides that are white instead of green. Secondly, a one page template that we can utilize for creativity an activities or worksheets. Thank you
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
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Employee SWAG🗓️ Completed: 07-10-2025
Develop process for SWAG. Both employees wanting SWAG and sales requesting SWAG for client visits.
View Task -
2025 SMS Content Planning🗓️ Completed: 07-10-2025
Develop plan for our 2025 internal SMS Friday messaging. Google Sheet: docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?gid=183987260#gid=183987260 [https://docs.google.com/spreadsheets/d/1w4u2iUH7om1FKk-G5CwHFTqPcOQC68DutcBcZ-J6nNI/edit?gid=183987260#gid=183987260]
View Task -
Professional Profiles🗓️ Completed: 07-10-2025
Create a campaign that runs effectively with our "Common Courtesy Campaign" with the intent to help provide fellow employees improve the professionalism of their profile. Whether its improve their LinkedIn profile with branded graphics, taking headshots, or enhance their email signature (this would require an additional approved email signature specific to employees who have taken steps to optimize their profile).
View Task - 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 07-10-2025
- 🗓️ Completed: 05-09-2025
- 🗓️ Completed: 05-09-2025
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All in one new hire form🗓️ Completed: 05-09-2025
We are updating the wiki new hire form integration in Front to not split the ticket up by each application. There will be one new hire ticket that comes to Front and round robins amongst the team. The team member assigned will complete the full ticket.
View Task - 🗓️ Completed: 05-02-2025
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Oracle | Payroll Position/Assignment History Report🗓️ Completed: 03-19-2025
Changes in Position/Assignment report weekly.
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DMS: Update McLeod Order for Return Containers🗓️ Completed: 03-03-2025
The McLeod orders created by DMS need to be updated to include a return trip to bring the containers back. This means we have to take the pickup location data and add it as a third stop on the shipment, as well as add database and form fields to support that data. We also need to update the 'update order' page so it can properly display the new stops and return trip, in case it needs to be fixed.
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FlowLogix: Static Dispatch Update🗓️ Completed: 02-27-2025
Flowlogix project to process uncovered orders on McLeod + update driver pay on movement. This process is meant to be run once a week, searching for the uncovered loads on flowlogix.
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Oracle | Purchase Order Approval Matrix changes | 01-22-2025🗓️ Completed: 02-19-2025
SR# 741031 This request is to revise the list of approvers and adjusts approval amount thresholds within the Purchase Order approval process to enhance efficiency and alignment with updated organizational policies. This ensures the correct individuals review and authorize purchases based on financial limits.
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Adhoc Report | Oracle Procurement🗓️ Completed: 02-14-2025
SR# 727220 Creating a report to track manager spend by location involves organizing purchase order data by manager, location and other parameters, allowing for detailed analysis of spending patterns. This helps identify trends, optimize budgets, and ensure accountability in purchasing decisions.
View Task -
Approval Matrix Changes | 11.08.24🗓️ Completed: 01-29-2025
SR# 729180 This request is to update the existing approval flow setup for purchase order documents and establishing a new location (PTLS PHX) to support our expanding business needs. This change aims to maintain accurate reflection of recent organizational changes by removing outdated approvers and incorporating new ones.
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Oracle Report | HR Recruiting🗓️ Completed: 01-29-2025
SR# 730508 The report provides an overview of employee's educational backgrounds, highlighting the universities where they earned their degrees. This data will inform decisions on which colleges to target for the 2025 college travel plan for HR, based on the institutions with the most employee representation.
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Approval Matrix Changes | Organizational Changes 11.26.2024🗓️ Completed: 01-28-2025
SR# 731368 This request is to revise the list of approvers and adjusts approval amount thresholds within the Purchase Order approval process to enhance efficiency and alignment with updated organizational policies. This ensures the correct individuals review and authorize purchases based on financial limits.
View Task - 🗓️ Completed: 01-16-2025
- 🗓️ Completed: 01-10-2025
- 🗓️ Completed: 12-18-2024
- 🗓️ Completed: 12-11-2024
- 🗓️ Completed: 12-09-2024
- 🗓️ Completed: 11-14-2024
Game Changers
3 tasks ▼
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UIPath: Delta Airlines🗓️ Completed: 06-25-2025
The project aims to automate the retrieval of invoices from the Delta website and process them in the CargoWise system using UiPath for Robotic Process Automation (RPA). The objectives include automating invoice retrieval, ensuring accurate data processing in CargoWise, and enhancing overall accuracy and efficiency while reducing manual effort.
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Billtrust: Cash Flow Automation🗓️ Completed: 06-23-2025
This project aims to reduce administrative overhead, improve cash flow visibility, and enhance customer experience through automation and digital transformation of the accounts receivable lifecycle. Billtrust aims to improve and streamline the accounts receivable, invoicing, and collections operations. Key areas for improvement include: * Automating invoice submission and tracking via R&L Global’s AP portals * Consolidating invoicing and payment operations into an integrated platform * Enhancing the collections process with digital tools to improve efficiency and visibility * Providing customers with a self-service portal to access past due invoices, supporting documentation, and payment options * Leveraging integration across invoicing, credit, collections, and payment data to support end-to-end visibility and decision-making.
View Task - 🗓️ Completed: 05-09-2025
Change Requests
Reported Issues
| Request Title | Status | Reported Date | Severity | System |
|---|---|---|---|---|
| Cloudflare Global Network Incident | Complete | 11-18-2025 | High | Cargowise Pipedrive DAT Trucker Tools |
| Azure Data factory impacting event in East US | Complete | Not Set | Medium | Azure Services |
| Error in Database in Establishing the Database connection | Complete | 09-11-2025 | High | Microsite |
| Bank of America Pipeline Failure on Azure | Complete | 09-13-2025 | High | Azure Services |
| Azure Synapse Analytics - East US | Complete | 09-16-2025 | High | Azure Services |
| DMS Pipeline issue | Complete | 09-13-2025 | High | Cargowise |
Scheduled Changes
| Request Title | Status | CR # | Scheduled Date | Severity | System |
|---|---|---|---|---|---|
| McLeod Turn on Audit Log for ABCO Driver PTA Dates | Open | 805298 | 11-25-2025 | Normal | McLeod |
| McLeod Upgrade Fixes - 1792011 Error getting images via McLeod API and 1788985 Latency issues with Distance Profiles | Complete | 805329 | 11-21-2025 | Normal | McLeod |
| Cargowise Upgrade v25.9.10.629 | Open | 805673 | 12-06-2025 | Normal | Cargowise |
| McLeod PTLS FlowLogix/Rapid Alert Project 64 - Billing_Holds | Complete | 804020 | 11-19-2025 | Normal | McLeod |
| RLG Data Management Nov25 Security Update - 12/01/25 @ 8:30PM - S | Open | 799949 | 12-01-2025 | Normal | R+L Tools |
| McLeod 25.2 Prod Server Upgrade | Complete | Not Set | 11-01-2025 | Normal | McLeod |
| RLG Data Management Oct25 Security Update - 11/3/25 @ 8:30AM - M | Complete | 799949 | 11-03-2025 | Normal | R+L Tools |
| M365 Zero Trust – Conditional Access and Mobile Application Management | Complete | Not Set | 11-01-2025 | Normal | Azure Services |
| MCO International Migration/FRONT | Complete | Not Set | 11-01-2025 | Normal | Front |
| SQL 2022 Cumulative Update 21 on NON-HA PRD servers | Complete | Not Set | 10-19-2025 | Normal | Azure Services |
| S- Cargowise Upgrade v25.6.18.447 | Complete | 795530 | 10-12-2025 | Normal | Cargowise |
| McLeod Update Doc Designer and Imaging Overlay files (25.2) | Complete | 789474 | 10-07-2025 | Normal | McLeod |
| McLeod FlowLogix Project to Setup Autobill based on Charge Codes (25.2) | Complete | 790723 | 10-07-2025 | Normal | McLeod |
| McLeod FlowLogix Project to Setup Autobill based on Charge Codes | Complete | 790723 | 09-17-2025 | Normal | McLeod |
| Microsoft Maintenance | Complete | Not Set | 10-01-2025 | Normal | Azure Services |
| McLeod Update Doc Designer and Imaging Overlay files | Complete | 789474 | 09-07-2025 | Normal | McLeod |
| RLG BillPay - Change extraction logic based on Settlement for ACH records | Complete | 585983 | 09-12-2025 | Normal | RLG BillPay |
| SQL 2022 Cumulative Update 20 on PRD servers | Complete | Not Set | 08-24-2025 | Normal | Data |
| RLG – include customer classification RLGlobal_Data_Lake_Export | Complete | Not Set | 08-29-2025 | Normal | Data |
| McLeod PTLS Auto Rating: Rate Type Field Changes | Complete | 786622 | 08-28-2025 | Normal | McLeod |
| McLeod Positive Pay setup for ABCO Checks | Complete | 751776 | 08-28-2025 | Normal | McLeod |
| Change Request Black out - July | Complete | Not Set | 08-03-2025 | Normal | CM Freeze |
| Issue Tracker - Server Migration | Complete | Not Set | 07-27-2025 | Normal | Issue Tracker |
| McLeod Rand McNally IntelliRoute server deployment | Complete | 783746 | 08-16-2025 | Normal | McLeod |
| 2025/2026 cert for McLeod services.goptls.com site | Complete | 774302 | 07-24-2025 | Normal | McLeod |
| Mcleod Security Update | Complete | 756396 | 07-21-2025 | Normal | McLeod |
| FlowLogix Project 59 – Credit_Override | Complete | 777283 | 07-23-2025 | Normal | McLeod |
| Cargowise Update to v25.4.7.353 | Complete | 775670 | 07-21-2025 | Normal | Cargowise |