in this issue
· Introducing FACTSview™
An Advanced Analysis and Business Evaluation Tool
· Getting E-Head: 5 Tips for E-Business
· Disaster Recovery
· Tip of the Month
· "Out to Lunch" Training
· Personnel News
· Calendar of Events
the June/July edition of the CLI newsletter. The feature story in this
edition announces the launch of FACTSview™, a new addition to the FACTS™
suite of software. This business intelligence tool will help you run your
business more effectively and efficiently. Please take a moment to read the
article to learn more.
newsletter also features an excerpt from an article by Jack Shaw on the
importance of e-business. Jack, a business and technology expert, will be the
keynote speaker at this year's CLI Leadership Summit, which is taking place
from September 29 through October 1, 2004 in Tarrytown, NY. This event is almost
completely full. CLI is working with the conference venue to try to secure
more space. However, if you are an executive and have not yet secured your
spot at this program, please do so as soon as possible. Space is on a first
come, first serve basis.
particular importance is the article on disaster recovery planning. Please
read it and consider your own company's potential vulnerabilities. This
newsletter also includes the latest schedule of "Out to Lunch with
CLI" seminars, the always-useful Tip of the Month and some exciting news
about our Canadian business.
great summer 2004, and enjoy the newsletter.
An Advanced Analysis and Business Evaluation Tool
like to run your business more efficiently? Get instant analysis? See
profitability at the customer level? Evaluate trends and variances? Find
quick answers? And improve your bottom line?
a comprehensive analysis system that includes executive dashboards and
analyses to help you run your business more efficiently and profitably. Easy
to use, it allows you to make important business decisions based on real-time
and accurate information about terminal performance, customers, sales staff
and quality of revenue.
unique views provide instant analyses of your business layered over a dozen
metrics that are important to carriers, such as revenue, cost, weight and
percent on time. You can quickly spot trends in performance or analyze
variances. FACTSview™ gives you the freedom to maximize the power of your
data. FACTSview™, Business Intelligence for Intelligent Business.
CLI will be
hosting a free online demonstration of FACTSview™ during the July 29
"Out to Lunch with CLI" seminar.
information on FACTSview™ contact Ken Weinberg at
5 Tips for E-Business Mastery
I've been a student of e-business since its inception.
And for all the excitement and innovation that this industry has seen over
the past several years, I believe that the best is yet to come. We're at
the precipice of a new era in e-business. Never have we had a more
significant improvement in the technology with which ideas and people come
together than that brought about by the Internet and related technologies
in just the past few years.
in e-business underscore the increasing sophistication and capabilities of
technology and point to the need for e-businesses to be agile in nature,
open by design and adaptable to changing market conditions so that they can
reap the benefits of the opportunities that lie ahead. So, what steps do
you need to take in your business this year to ensure that you can survive
the e-business explosion? You must do several things simultaneously. You
Increase the degree to which you effectively collaborate with your
suppliers, your business partners and especially your customers.
Efficiencies gained in this area will result in higher customer
satisfaction and increased customer and partner loyalty.
Maintain a high degree of agility in response to a rapidly changing
Continue to bring new customer- oriented services to market ever faster in
order to increase your ability to compete for a customer's share-
Differentiate your products and services from those of your competitors by
developing and implementing innovative business processes. Dell is an
excellent and frequently cited example of process being a key
finally, you must do all of these things while maximizing the productivity
of your people.
Shaw will be the keynote speaker at the Carrier Logistics Inc. Leadership
Summit being held September 29 - October 1, 2004 in Tarrytown, NY.
Click here for more
information on Jack Shaw. »
We are all aware of the critical importance data has
to our business. And most of us back up our systems' data daily, thinking we
are doing the right thing. Then one day disaster strikes - be it a
localized power outage or a destructive tornado. Once things return to
normal you retrieve your back-up tapes thinking you'll be okay. SURPRISE.
You discover that your back-up tapes cannot be restored. And now it's too
provides a back-up tape testing service. CLI customers can send us their
back-up tapes and CLI will check them to make sure the tapes are capturing
accurate information and that they can be restored. Subscribing to this
service may even reduce your business interruption insurance premiums.
recovery is one of those things that's often ignored until after a disaster
has actually happened. Take advantage of CLI's back-up review service and
make sure you are backing up your information properly. BEFORE it's too
late. For information on this service, e-mail Ken Weinberg at
Tip of the Month
Customer Sales Data and Reports
sales data is an integral part of running any business. Any transportation
company needs to know what customers are shipping and how salespeople are
performing. There are several reports on the bs.any menu that will
help with these analyses.
running any of these reports, first run the customer revenue posting. This
option is located on bs.analysis #50. This program summarizes the data that
has already been posted to accounts receivable. You can run the customer
revenue posting as frequently as your accounts receivable posting to have
the most accurate up-to-date information. At the very least, you should run
this report once every accounting period.
are the reports that are located on the bs.any menu:
Revenue Summary Report -A breakdown of revenue, weight and shipments for
#51 Salesman by Customer -A detailed listing by salesperson, then by
customer for shipments, weight and revenue
#54 Territory Report -A listing of total sales by sales territory
#55 Top 50 Report - A list of the top accounts for a given period.
There are many different ways to run this report - by salesperson, revenue
or shipments, inbound-outbound-debtor and company code are a few of the
#56 Sales Analysis by Year -
A yearly comparison for a particular customer that shows shipments weight
and revenue year-to-year by period
#57 Month End Shipper Report - A year-to-year comparison for a
particular customer or range of customers that shows revenue and shipments
by period and year
#58 Top 50 by Salesman - Similar to #55, this report also lists the
salesperson and displays in a more compact format showing only total
have any questions about the reports mentioned above or about the customer
revenue posting utility, please let us know.
Lunch" Training Continues
In our last newsletter we introduced you to "Out to Lunch
with CLI." This series of live training seminars that you can
participate in over the Internet and by conference call is a great way to
stay up-to-date on various components of the entire FACTS software package.
Following are the next scheduled sessions:
July 15 12:00pm EDT
COD and CODFEE
Clarification on how CODs work in the system
July 22 12:00pm EDT
Master Pro Consol
How to consolidate probills to rate as one large
July 29 12:00pm EDT
August 8 12:00pm EDT
Closing a period in the accounting modules
for each session is $75 (except for the July 29 session which is FREE). If
you need more than one connection to the conference call, each additional
connection is $30. This additional fee covers the conference call and the
WebEx cost, both priced by user.
questions or to register for any of the above sessions, please send an
e-mail to email@example.com. Registration is required at least
24 hours in advance as we may need to increase the number of connections
required for a given session. Please supply the following when you
register: Company Name, Your Name, E-mail Address, Phone Number, and Topic.
have a topic that you would like covered in a future "Out to Lunch"
session? Please feel free to send it to firstname.lastname@example.org.
CLI is pleased to announce that we will now be working
with Gary M. Snyder to promote our products and systems in Canada. He is
located in Montreal, Quebec.
worked in transportation for over 20 years, most recently as administration
manager for a top 10 Canadian LTL carrier. During his tenure there, he
initiated numerous administrative, operational, equipment and technological
in Canada, CLI had focused solely on larger carriers. With Gary on board
CLI is now in a better position to offer small and mid-sized Canadian
carriers the same products and functionality provided to FORTUNE 500
transportation companies for years.
to contact Gary at 514-487-4685 or e-mail him at email@example.com.
September, 29 - October 1 Carrier Logistics, Inc. will host its
Leadership Summit in Tarrytown, NY.
November 13 – 17 The National Industrial Transportation League (NITL)
will hold its 97th Annual Meeting & TransComp in San