OPERATIONS
Schedule and track deliveries
Features & integrations used:
🌊 WORKFLOW
💬 CHAT
Summary
🔨 FUNCTIONS
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Scheduling delivery
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Track order progress
💡 RESULTS
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Better utilization of trucks
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Better operational transparency
🤼 TEAMS HELPED
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Operations
STEP #1
In the workflow library, create a simple Kanban workflow.
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DEEP DIVE
This process framework assists operation staff to visualize and keep track on progress order and delivery, resulting in operational transparency.
With a clear progress visual, operational staff have a better operational transparency which improves scheduling and better utilization of trucks.
Each card is a client that moves through different stages starting from Quotation Issued and move across to Order received, Truck Dispatched and ending in Delivered.
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In the workflow library, create a simple Truck Management workflow.
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DEEP DIVE
This process framework assists in tracking the trucks in the trucking company to visualize the efficiency of the company.
The trucks are then linked to the trucking operations workflow based on the trucks used for the particular client.
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In the workflow library, create a simple Invoice workflow.
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DEEP DIVE
This workflow tracks all the invoices issued to truck service clients and progress is tracked by the status of the invoice; created, sent, paid or dropped.
The invoices tracked are then linked to the trucking operations workflow based on which project the invoice is assigned to.
Total invoice amount can be viewed per stage to have a quick look on the total amounts paid and owed to the trucking company.
STEP #2
Connect this Operation workflow with the operational team Group chat to let everyone keep
updated with the latest truck movements.
🤿
DEEP DIVE
Automatically convert tasks which arise during conversation into a task in the scrum board by using our “convert to card” feature.
STEP #3
Get notified whenever an activity occurs i.e. new client, new drivers/planner assigned, new invoice attached, when a specific truck has arrived at the destination, etc. Give reactions, start conversation threads & use the latest information to fuel discussions.
STEP #4
Click view details to learn more about a task or click View Workflow to get a bird’s eye view of what everyone is doing.
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