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

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.

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

 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 

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]

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]

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.

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

📊 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)

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.

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.

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.

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

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.

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

 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.

 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. 

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. 

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

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]

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]

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.

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.

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.

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)

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

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. 

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

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)

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

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

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.

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. 

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

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]

* Feature Request: Updates to the process of selecting available LRAs for customers when building loads in the START Wizard. The ask is when you select an available LRA that the system populates the order with he same information as if the rep selected an order template. When the LRA is selected we would need it to populate rating, stops and load information automatically. * Feature Need: Load building efficiency for sales * Feature Benefit: Load building efficiency for sales and prevent attempted work arounds that set us up for inaccurate information.

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

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.  

 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. 

 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. 

Update Blue dashboard based on Feedback changes

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.  

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

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

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 

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.

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

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.

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 

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. 

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.

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. 

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. 

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?

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

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

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!

Add Automation to validate pricing and create Purchase Order - Possible Uipath Project to Create PO in Oracle

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. 

 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. 

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

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

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?

* 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

MEYER 2023 (3).xlsx 4.08 MB [https://api.blue.cc/uploads/cmgp7ow5300791eqo74f1dh8i/MEYER_2023_3_.xlsx?content-disposition=attachment]MEYER 2022 (3).xlsx 5.29 MB [https://api.blue.cc/uploads/cmgp7ow57007n27pw4fzyaddw/MEYER_2022_3_.xlsx?content-disposition=attachment]MEYER 2021 (3).xlsx 2.57 MB [https://api.blue.cc/uploads/cmgp7owkq007p27pw1qk7c5la/MEYER_2021_3_.xlsx?content-disposition=attachment]MEYER 2020 (3).xlsx 4.19 MB [https://api.blue.cc/uploads/cmgp7ow58007o27pw1znhc85c/MEYER_2020_3_.xlsx?content-disposition=attachment] Attached are the reports from each year in reference to this help ticket. Cargo Wise ORG code is MEYDISIND Customer has requested we add some additional data to a cargowise report we previously provided For each entry line, they want their part #, the quantity shipped added. These are for reports from 2020 - 2024. I can send the existing report for each year for you to add this data to.

Customer is asking if we are able to provide them a report on the average inventory/storage time per item.

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.

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

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.

* 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.

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]

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]

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

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

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

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. 

Capture on time delivery/ pick up % for Customers/Carriers, Trends , Delay Codes

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. 

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.

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)

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]

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?

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.

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?

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.

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?

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!

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.

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.

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: 

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).

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.

Add tab that shows all of the completed projects for leadership.

each week we need to run a process that compares mcleod customer - salesperson to the pipedrive organization - owner and update the differences in pipedrive.

Build a solution to allow users to like and dislike blog posts and provide a survey when the user dislikes a post.

Create users on all the CPannels and create a global user on the WHM for the remote access

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]]

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.

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.

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.

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.

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. 

Review apps for outdated endpoints. Update to v2 where possible. 1. Start Wizard 2. Order Manager 3. Customer Manager

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]

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

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]

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

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.

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).

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]

Looking to have the same visuals on the Expedited Page within the PBi customer scorecard on the Top 75 page

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]

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.

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.

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.

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

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.

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.

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.

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.

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]

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.

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.

Linda requested a Power BI report that lists the AFC shipment count by customer (both B files and S files)

Restructuring of ticket handling practices, inboxes, tags, and rules in Information Technology workspace in Front.

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.

The business needs a Utilization report to examine how the warehouses are being utilized. This will also aid in any strategic planning for the warehouse to increase receiving, picking, and possibly shipping efficiencies.

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

We want to streamline the updating process for verified contacts in McLeod. We currently have to copy all contacts for carrier profiles from Highway and manually update them in McLeod.  This will help prevent fraud by ensuring all contacts listed in carrier profiles are up to date and verified from Highway. 

Settlement wants to create an automation that flips Cargowise files with a set criteria met from JRC to CLS status.

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.

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.

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.

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. 

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!

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.

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. 

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]

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.

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. *

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]

docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing [https://docs.google.com/document/d/1wYzEoxC40NvANW2-eoaidGkIX3CbVpoArez1dV4ApS4/edit?usp=sharing]

Link from the About Page "Check out our Editorial Page" - information about our writing policies. 

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.

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

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.

Currently the audit log is pulled from mcleod every hour via an ssis package (Azure Load From McLeod Audit Logs Hour Param) which does not have any sort of failure handling built in. The proper approach should be in line with other mcleod SSIS package which utilizes a metadata table on mcleod interfaces to store the most recent successful run and always pull logs since that time.

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

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

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]

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.

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

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.

Oracle SLA report

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.

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.

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.

Put a plan together for outreach back link strategy. Websites like HARO and SoS. 

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

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]

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]

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]

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.

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.

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.  

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]

START should not have been able to provide a rate for this shipment since it would require 34 feet of truck space, as the pallets cannot be placed next to each other.

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.

* 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.

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

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.

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]]

Can I get a report of this data? Revenue Code = T Status (quote/avail/progress) Trailer type Commodity  Commodity Description Planning Comment Shipper Contact Name Shipper Contact Number Consignee Contact Name Consignee Contact Number Hot Comment Notes - From Pickup stop Dispatcher name

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?

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]

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.    

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.

Automate sending weekly ABCO DriveWyze report

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]  

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

This project aims to manage inbound microsite leads through a designated pipeline to gather conversion data, which will help the Executive and Marketing teams make informed decisions about future business investments. This will involve organizing all lead conversions into the pipeline and implementing a naming convention for easy identification of different departments or lead types.

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.

"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.

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. 

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

we want to see, over time, how folks are using pipedrive vs mcleod and within pipedrive how many are using START.

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

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.

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]

ricardo had a bids pbi report, update that and link it to actual shipments.

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.

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

Create Power BI dashboard for current Transfix data pulling from START Wizard

Support Accounting team with Navix and McLeod integration

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.

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

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. 

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] 

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

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.

Looking to have a number of Mcleod fields cleared out before we start using it for our Sourcing teams CRM tool.

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]

O00HQ9 RLC Tariff - requires a new eBOL template that will also be used for the EDI dispatch on customer code OLDAGA1

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/]

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.

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]

Alternative SSQ Process for McLeod with a better Customer facing UI

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.

* 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

What’s drawing the traffic? Of those which are converting? What is the most common journey of a user before they convert? 

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.

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.

Need to automate customer Billpay setup in McLeod when the first shipment is booked.

WiKi Lane Rate Agreement Workflow Update to include Docusign for customer LR signatures.

Review with business and have them make any updates needed.

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.

Please create a customer facing Powrpoint about trade show. i have a template with the information.

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 #.

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?

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

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]

I need to coordinate with marketing for some messaging about the Q3 Strategic Cargo Theft Prevention Training sessions.

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.

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.

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. 

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]

 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]

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.

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.

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.

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.

Enhancements: Exclude MG order code  Please review Front ticket for details

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.

Deposco setup socket for Fire Equipment Direct, LLC

* 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.

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. 

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]]

Assist HR with graphics for the employee Service Award and years of service certificate.

* 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.

* 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.

* 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

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

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. 

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.

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  

This project lists out the applications that the team needs to be cross trained in. 

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

 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. 

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, 

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]

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. 

Reassign Posts to Generic Site User - If Generic Site User does not exist make note of the site and skip

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.

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. 

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.

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]

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

We need to remove the ability to save load value in any template such as Pipedrive or McLeod. 

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. 

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?