Trucking with CLI )
 News, Products & Tips December 2007 
in this issue
  • FACTS-ondemand Now Available
  • Ken Weinberg to Lead Session at Upcoming DLTLCA Meeting
  • New Web Reporting Functionality Unveiled
  • New Technology Council Launched by ATA
  • Webinar on ROI a Success
  • User Group Save the Date
  • Tip of the Month
  • Personnel News
  • Calendar of Events

  • Greetings!

    Welcome to the December edition of the Carrier Logistics newsletter, Trucking with CLI. As we close out another solid year, we are pleased to say that in 2007 we added to our list of satisfied clients while continuing to protect the investment in technology of our long-time customers with upgraded software and additional functionality. In fact, an article below describes new functionality that we've recently added to our Web module.

    CLI began the year with a complete redesign of our website (, making it easier for both customers and prospects to find information. In April, we broke a previous record for attendance at our Annual User Group meeting, which featured the addition of small group labs on various components of the system. This past Fall we held another successful Leadership Summit (open to all transportation executives), the highlight of which was the keynote by James Welch, former CEO of Yellow Transportation, who captivated the crowd. (Congratulations to Glen Merkel of Davis Cartage who won the $50 gift card for filling out the targeted post-meeting survey.) On December 12th of this year CLI celebrated 35 years in business, a milestone we are proud of. We closed out the year with a well-attended Webinar on "Return on Investment." Please see the article below for a recap of the presentation.

    Also in this issue you'll find an article on a new CLI offering, FACTS-ondemand, a subscription-based version of the total freight management system, as well as an article on the upcoming Distribution & LTL Carriers Association meeting in February, an announcement regarding the new ATA Technology Council, an informative Tip of the Month, and a personnel news update.

    I'd like to recognize a few customers who had big events occur this past year. Congratulations to Bilkay's Express and its owners, the Kortenhaus family, on celebrating 75 years in business. The Elizabeth, NJ-based carrier has a thriving distribution and warehousing business as well. And across the pond, CLI's largest United Kingdom customer, ANC, officially became FedEx UK after being acquired by the transportation giant at the end of last year. CLI will continue to support and develop new functionality for this longtime customer.

    Finally, CLI would like to sincerely thank all of our customers and partners for helping to make 2007 a good one for us. Enjoy the holiday season and best wishes for a happy and healthy 2008.

    FACTS-ondemand Now Available

    CLI, in partnership with OpSource™, the software- as-a-service (SaaS) delivery experts, has introduced FACTS-ondemand™, a subscription version of the popular FACTS® freight management system. FACTS-ondemand minimizes upfront costs, making the solution available to smaller carriers.

    Now entrepreneurial, growing carriers can be competitive without the upfront cost of purchasing an IT system and hosting a server. With FACTS- ondemand, such carriers can get a state-of-the-art IT system by subscribing to the system at a monthly subscription cost.

    FACTS-ondemand offers users the following benefits:

    • Immediacy of use -- quicker than traditional IT solutions
    • Access anytime, anywhere, with no integration or transaction fees
    • No need for specialized IT department or infrastructure
    • Developed and managed by experts 24/7
    • Near 100 percent uptime assured for infrastructure and application
    • Many of the same features as the purchased version of FACTS -- P&D routing and dispatching, interactive web tools, freight billing, integrated accounting, claims, dispatch and equipment control, auto-rating of bills, interline payables and management reporting
    • Use of servers - no server hardware needed

    Click here for more information on FACTS-ondemand

    Ken Weinberg to Lead Session at Upcoming DLTLCA Meeting
    The Annual Distribution & LTL Carriers Association annual meeting will take place February 17 - 19 at the Loews Coronado Bay Resort in San Diego. With its theme, Tools for Profitability: Driving the Bottom Line, sessions will focus on how transportation companies can reduce costs, improve efficiencies and increase revenue. This event offers a unique opportunity for industry executives to gather and discuss issues while expanding their knowledge through educational sessions, exhibits and networking.

    Ken Weinberg, vice president of CLI, will lead a session entitled, "Cross Docking: A Value-Added Service to Drive Business." Ken will take participants through the advantages and ease of offering cross docking to their customers and the steps necessary to implement a cross docking solution. He'll review what every cross docking system should have and analyze the importance of information flow to customers and to customers' customers. This conference session promises to be a very enlightening one that will make you think about your business and the changes that you can make today.

    For more information about the program, please click the link below.

    Click here for program and registration information. »

    New Web Reporting Functionality Unveiled
    Online detailed shipment reports are now available through the CLI Web module. It is now very simple to quickly create customizable reports through this easy-to-use functionality. You can select what information you would like to include in your reports choosing from over 30 fields of data - everything from PO number to shipper zip to on time to total charges can be included for shipments made in a date range you choose. Once you've made your selections, you simply click "Run Report" and the data is immediately presented in a user-friendly format.

    The reports, which can be saved, also can be sorted by each of the fields you've chosen. At the bottom of the report is a summary box with totals for the chosen date range. Finally every report can be exported to Microsoft Excel for distribution or further dissection. Detailed shipment reports - another example of CLI technology making your job easier.

    For information on acquiring this new module contact

    New Technology Council Launched by ATA
    The Information Technology and Logistics Council (ITLC) held its inaugural meeting in conjunction with the American Trucking Association's Annual Conference in October in Orlando. The ITLC is dedicated to supporting the interests of the trucking industry's information technology and logistics professionals. The council is committed to educating members, developing industry best practices and technology guidelines and providing legislative and regulatory advocacy programs.

    The ITLC named Braxton Vick (pictured left) as its first chair. Braxton is the senior vice president of Corporate Planning and Development for Southeastern Freight Lines, a Lexington, SC, LTL carrier. "Our vision is to provide a venue to discuss and learn leading-edge solutions to solve the technical and process problems facing the trucking and logistics industry. Our focus will be on providing our members with information they can take back and put into practice," said Braxton.

    CLI plans on being an active member of the ITLC and encourages both our customers and partners alike to consider becoming members. For membership information, please click the link below.

    Click for the Council's Homepage »

    Webinar on ROI a Success
    On December 12, numerous participants attended a Webinar sponsored by CLI. Jeff Keller, principal, Keller Associates, discussed how to maximize return on investment (ROI). Noting that 40% of all IT projects fail, Jeff outlined how to successfully manage a project to increase your ROI.

    Jeff stressed that good management yields success. He revealed his "Top Ten List to Maximize Return on Investment" which detailed crucial components and considerations that must be made during the implementation process. By following these steps and guidelines, you increase your chance of a successful project implementation which hastens a company's return on investment.

    Because of the excellent response to the Webinar and to the presentation itself, CLI will plan to hold more of these educational programs in 2008. Look for future e-mails regarding these events.

    User Group Save the Date
    The CLI Annual User Group Conference will be held on April 3 and 4 at the Crowne Plaza in downtown White Plains, NY. Attendees will learn from both CLI experts and business peers as they share best practices.

    In addition to the structured training seminars, there will be opportunities to meet one-on-one with CLI staff, so that customers can get answers to their most pressing needs and questions. The program continues through noon on Friday so that participants can either enjoy their afternoon in the New York City area or head back for their flights home. This program will be very interactive and attendees should be prepared to participate.

    There is no fee to attend this event. Because CLI feels so strongly that training is an important component of the successful use of any software system, participants are invited to attend this program FREE of charge. Attendees are responsible only for their travel, hotel and non-program-related meals. Look for future notices with registration forms and a detailed agenda. In the meantime, call 914-332-0300 or e-mail with any questions.

    Tip of the Month
    FACTSview® - Business Intelligence Module
    Enabling New Year to Be Viewed

    Data is updated in FACTSview on a nightly basis. So, January 2nd data will be available around 1:30 AM on January 3rd. The period menu contains years, quarters, months, and the last 14 days. You can see this data by day in the menu. Also, you can see this data by drilling to the linehaul detail.

    Come January, if you can't see any 2008 months, quarters, or years that is because you need to set up your time periods. This is done by following these two steps:

    1. Click on Set Time Period in the FACTSview Menu in the menu bar

    2. Select the years you want to have in your period menu. Select one year at a time and then click the right arrow button. Enter the desired years. Keep in mind that the order of the years here will control the order of the years in your period menu. When you have added all of your years, click save.

    Any questions? Contact the CLI Help Desk at

    Personnel News
    CLI is pleased to announce a new addition to the company, Jay Watkins. Jay works out of Naperville, IL, making him very accessible to our client base in the Midwest. He has been a transportation and systems consultant for CLI since this past spring. Jay brings broad transportation experience to the table, having held positions at Mid-States Express, Gypsum Express, Carter & Sons Freightways, Stott & Davis Motor Express and TNT RedStar throughout his career. He will be working with CLI customers to maximize their use of the system, streamlining processes and boosting efficiencies. Welcome Jay.

    It is with regret that we inform you of the passing of Julia Gilbert, mother of Ken Weinberg, vice president, CLI. She led a long, full life and passed away in early October at the age of 99. Gary Snyder, Canadian sales, also lost his father recently. Gerry Snyder, a Montreal fixture and famed sportsman, passed away at the age of 87.

    Congratulations to Herambh Tripathi, CLI programmer, who married Veena Keshav on November 25th. The couple was wed in Allahabad, India.

    Last, we are happy to report that Kevin Linardic, CLI senior transportation consultant, welcomed a new addition to his family. Liam James Linardic was born November 28. He joins Kevin, Kevin's wife, Amy and brother and sister, Grant and Alyssa. Congratulations.

    Calendar of Events
    Date Program Location
    Jan 22 - 23 SMC3 Winter Conference Atlanta, GA
    Feb 17 - 19 Distribution & LTL Carriers Assn. Annual Conference San Diego, CA
    Apr 3 - 4 CLI User Group Meeting White Plains, NY
    Apr 6 - 9 TSMA Annual Conference Phoenix, AZ
    Apr 17 - 19 Truck World Toronto, ON
    June 1 - 4 ITLC Annual Conference Oak Brook, IL
    Oct 4 - 7 ATA Annual Conference New Orleans, LA

    Quick Links

  • Carrier Logistics Website

  • Progress Software Corporation

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         voice: 914-332-0300