Freight forwarding is a highly collaborative industry with complex workflows involving multiple stakeholders.
For LCL (Less than Container Load) forwarders, the nature of the business necessitates close collaboration with destination port agents to complete operational processes. The workflow is intricate, error-prone, and requires extensive document exchanges, with tight deadlines that leave little room for delay or mistakes. Miscommunication or errors can severely disrupt operations.
Shanghai Jiyida International Logistics Co., Ltd. (hereinafter referred to as "Jiyida"), a leader in LCL services, has partnered with the CargoWare team to address key operational bottlenecks. By leveraging automated systems over manual processes, Jiyida has significantly improved coordination with destination port agents and enhanced accuracy and efficiency across operations.
Keywords
CargoWare, LCL, Destination Port Agents, Overseas Collaboration
LCL Expertise Backed by a Strong Team
Jiyida has a robust LCL team specializing in both self-consolidation and subcontracted LCL operations. Their self-consolidation routes cover Southeast Asia, Northeast Asia, India, the Middle East, Europe, the Mediterranean, Australia, and the Americas.
One Button to Simplify Collaboration with Destination Port Agents
The Unique Nature of LCL Operations
Unlike FCL (Full Container Load), LCL operations follow a CFS-to-CFS model. This involves the collaboration of a destination agent who completes unpacking, sorting, customs clearance, and delivery at the destination port's container freight station (CFS).
This means Jiyida faces tougher coordination" challenges—ensuring that large amounts of business information and documents are correctly synced with the destination port agent before the deadline, enabling smooth continuation of operations.
This typically includes the MBL, packing list, invoice, agent's commission invoice, and HBL for all sub-tickets.
Such collaboration poses unique challenges:
01
Massive Data Exchange
A large number of documents, such as master bills of lading (MBL), packing lists, invoices, and HBLs (House Bills of Lading), must be synchronized with destination agents within strict deadlines.
02
High Error Rates
Manual handling can lead to frequent issues, such as missing or misdirected documents, incorrect email addresses, and security breaches, all of which can disrupt operations and customer service.
03
Intensive Workload
Operations staff often face a relentless volume of emails requiring manual composition, verification, and attachment, resulting in inefficiency and high error risks.
CargoWare's Automation Solutions
To address these challenges, Jiyida collaborated with WallTech, aiming to break the "efficiency ceiling" and create standardized, automated cross-company collaboration processes with CargoWare - the one-stop freight forwarding management cloud service platform developed and operated by WallTech.
The [Send to Destination Agent] feature was introduced to automate document packaging and email generation for the typical business scenario of "sharing files with the destination port agent," allowing the system to automatically extract all sub-ticket files under a master bill, package them, and automatically generate an email based on a template.
Key benefits of [Send to Destination Agent] :
01
Automated Document Management
CargoWare automatically retrieves and compiles files related to each shipment, minimizing the risk of omissions or errors while saving substantial time.
02
Customizable Email Templates
CargoWare provides JIYIDA with preconfigured email templates tailored to specific routes, business types and agents to match destination port agents, and set different email subjects, language, format standards, and CC recipients.
One-time configuration, repeat use. The system automatically matches the correct email template based on business information, automatically fills in details like MBL No., vessel name and voyage, port, and other business info, generating a complete and standardized email that can be sent with one click to the agent, ensuring consistent, professional communication. populate all necessary details, reducing manual effort and the risk of mistakes.
Sample Template of Preconfigured Email in CargoWare for POL/POD Agent
03
Built-in Validation Checks
CargoWare also comes with a built-in Check and Reminder Feature. Before sending, the system automatically checks the email content and the list of files in the attachments (customizable to include required documents). If any missing documents are detected, an immediate reminder will pop up.
File Validation Before Sending:
If the system detects missing documents for the master bill or sub-bills in the attachments, a prompt will automatically appear
After the system reminder pops up, the user can choose to upload the missing documents or proceed without files.
With this intelligent safeguard in place, the human error rate has been reduced by over 200%.
Advanced Features to Boost Organizational Efficiency
In addition to communication with the destination port agent, freight forwarding companies require extensive collaboration at every step.
Jiyida × CargoWare refines the efficiency of each step to the extreme.
Cross-Company Delegation
As a company within a group structure, JIYIDA sometimes uses a model where the sales subsidiary takes orders and then transfers them to the operations subsidiary to handle all subsequent tasks—referred to as "export-to-export."
CargoWare's "Cross-Delegation" feature enables seamless collaboration within group companies or between CargoWare users. For instance, sales subsidiaries can forward tasks to operational subsidiaries with a single click, automatically syncing all necessary data.
Expanded Feature: Export-to-Import
If your destination port agent is also using the CargoWare system, there's another option:
You can directly "air-drop" a shipment from the domestic company account to the overseas company account within the system, enabling automatic import and conversion of business operation data, document files, and fee information.
No More Manual Document Creation
Previously, document creation was time-consuming and cumbersome for freight forwarders. Now, CargoWare integrates with the [Document Center] to automatically transfer and return processed documents to the system, eliminating the hassle of organizing files.
Document-related tasks are reduced by 99.9%.
No More Offline Warehouse Coordination
Previously, warehouse coordination involved sending packing lists via IM apps or email, leading to chaos and repeated data entry. Now, CargoWare directly integrates with the warehouse system, enabling online sharing of instructions and documents.
One-Click Release: After booking, Jiyida clicks to notify the warehouse to collect the equipment handover form.
One-Click Container Pickup: The warehouse is notified to pick up the container before the ship departs, minimizing extra fees.
One-Click Packing: Packing instructions and lists are sent to the warehouse, and once completed, photos and notifications are returned to CargoWare, instantly visible.
CargoWare automatically updates key shipment details like weight, photos, seal numbers, and delivery progress in the SOP for each order.
CargoWare SOP Task Board:
Smart Work Supervision
CargoWare's SOP task board helps employees track their tasks and progress easily, with real-time updates and risk indicators. This allows employees to stay on top of their workload and manage personal task flows effortlessly.
For tasks that may be delayed, the SOP board uses a "high/medium/low" risk classification to help employees prioritize their work.
For Jiyida's system administrators and department heads, the CargoWare SOP task board provides a "global view." Whether it's a company-wide task overview or detailed execution within specific departments, everything is clear at a glance. For administrators and leaders, it offers a global view to identify risks and guide adjustments.
Ecosystem of Resources
CargoWare connects users to an expansive logistics network, fostering collaboration and business opportunities among 3,000+ providers.
Final Thoughts
A good collaboration platform understands the company's needs.
Successful digital transformation begins with understanding the business's core, not just technology. It should prioritize employee well-being, innovation, and long-term benefits.
Jiyida's collaboration with CargoWare optimizes each step, ensuring improved operations from order creation to delivery. CargoWare streamlines processes, eliminates risks, and enhances efficiency, allowing employees to focus on core tasks and driving long-term growth.
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