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YOURCARRIERSCarrier ScorecardDriver Detention forBrokers and 3PLsMcLeod Software’s Carrier Scorecard lets you confidentlyassign carriers, knowing how they rank on specific KeyPerformance Indicators (KPIs), such as who is likelyto be on-time, least likely to have a claim, who dropsoff of your loads and why, who will utilize brokeragetracking, how they communicate with your carrier team,and more.We’ve simplified the carrier assignment process bydisplaying the carrier ranking within the brokerageplanning, carrier search, and offer screens. Using theCarrier Scorecard Module gives you visibility intocarrier performance and the ability to customizethe computation periods, points, and weighting foreach metric.Carrier SearchThe carrier search options within PowerBroker offer youa quick and easy way to match available orders withpotential carriers. Radius Search – Finds carriers that are domiciledwithin the radius of a particular city Carrier Lanes – Finds carriers that run lanes thatmatch the origin and destination Lowest Rate – Finds carriers that have matchingCarrier Rates defined for the lane, sorted fromcheapest to most expensive Available Tractors – Finds carriers that haveavailable tractors within the radius of a particularcity, sorted by distance History – Finds Carriers that have done the lane,sorted by margin % Carrier Offers – Displays all offers recorded forthe movement Load Boards – Searches the Private NotificationNetwork (PNN) load boards or carriers that arewithin the radius of a particular city and matcheither the origin or destinationCall the Right Carrier FirstAn important element of McLeod Software’s DigitalFreight Matching strategy is included in PowerBroker’sTopMatch technology. With TopMatch , PowerBrokerusers can combine two or more carrier search methodsinto one comprehensive search using an integratedsearch profile. A carrier search profile can define searchtypes and assign different weights to each factor in thesearch. Integrated search results will provide a list ofcarriers sorted with these search weights. The higherranked carriers in this integrated search are morelikely to be the best candidates for the load. Usingthis integrated search function helps take most of theguesswork out of which carriers to call or offer the loadto first.Continuous MovesPowerBroker’s facility for Continuous Moves meansyou can keep your carrier moving by quickly and easilylining them up with the next load that fits well withtheir current movement or the first movement you areselling them.Continuous Moves gives the broker the ability to seeadditional available freight at the destination of theorder currently being covered, during the carrier loadnegotiation process. The system can even prompt thebroker covering the load to offer a continuous move offreight at the time of dispatch.The Continuous Moves screen shows availablemovements by trailer type in a given radius from thedestination of the booked order to the origin of newavailable movements. The broker can then select a newavailable movement and send an order offer or pre-6AC H I E V E M O R Eassign the carrier with a negotiated rate. ContinuousMoves gives brokers a great opportunity to covermultiple movements in a single carrier contact and keepthat carrier moving, another big win for both sides.Carrier MonitoringPowerBroker’s Carrier Monitoring tracks certificate ofinsurance information on carriers by accessing carrierinsurance monitoring services. With Carrier InsuranceMonitoring, brokers can obtain the latest insurancestatus for each of their carriers, as well as any changes ininsurance coverage.We offer integrations with these vendors: Carrier411 DAT CarrierWatch with OnboardingRMIS with OnboardingSaferWatch with MyCarrierPackets OnboardingTransportation Data Source (TDS)Truckstop.com CACCI with OnboardingCreate Available CapacityMcLeod’s Capacity Creator takes all of those emails sentby carriers about their available tractors, emails that maygo ignored, and turns them into Available Tractors foryour Brokerage Planning. Inside the Capacity Creatorwebsite, the available orders sent from PowerBroker arematched with these new available tractor extractions,and automated load matching emails are provided tothe carrier, or to the PowerBroker carrier salesperson.Create your own capacity from information that you maycurrently be overlooking.McLeod’s Detention Management module is available inPowerBroker. By providing the ability to create detentionrecords from manually dispatched moves and integrateddata from a load tracking vendor’s system directly withMcLeod’s Symphony Mobile Communications module,PowerBroker users can capture arrival and departuredata to effectively calculate, bill, collect for, and paydetention events. Real-time notifications can be sentto customers to warn about impending detention andnotify them once detention charges begin to accrue. Thesystem can capture and record the shipper’s detentionapproval authorizations from customers to help yourcollection processes move smoothly.Documenting CarrierQualificationsBecause the process to qualify a carrier has becomemore specialized by brokerage and by load, PowerBrokerfeatures a comprehensive Carrier QualificationRules system that is highly configurable. The systemincludes the ability to choose from more than 50different attributes for a carrier’s qualification. Multiplequalifications can be defined and weighted. Eachqualification can be a single attribute (carrier must haveA), a pair of attributes (carrier must have A and B), or anynumber of ‘or’ conditions (carrier must have A or B or C).Each order or recurring order can have its ownqualification profile, making it customizable for orderswith high-value needs or other specialized qualificationrequirements. The carrier qualification system isrepresented throughout PowerBroker, including theintegrated search capabilities, Private NotificationNetwork, Agent Access and Order Offer processing.Load Board IntegrationPowerBroker’s integration with public internet loadboards makes posting available orders and equipmentfast and easy.What does this mean for you?The loads you want posted to the internet load boardscan be made available quickly to all of the participantsin any of those load boards. Create and build efficiencyin posting loads to outside sources and simplify theremoving of the load once it is covered or deleted.7

YOURCARRIERSLoad TrackingMcLeod has teamed up with all of the important loadtracking vendors to provide new and improved ways oftracking the carrier’s driver location and automate carrierrelated activities within the PowerBroker interface.Each vendor provides various carrier tracking capabilitiesand interface options.Brokerage TrackingAn option is available for PowerBroker customers toallow Brokerage Tracking to use LoadMaster’sSymphony Mobile Communication moduleand its auto dispatch capabilities.Breakthrough FuelTracking for Carrier OffersWaterfall TenderingMcLeod’s integration solution for Breakthrough Fuelallows an unlimited number of shipper customers to beconfigured in your PowerBroker system. The integrationsolution will download fuel surcharges every day forthese customers and create automatic assignments bymatching your order number with Breakthrough Fuel’sreference numbers that are supplied by the shipper. Theaccessorial record for fuel surcharge is created for eachorder upon posting. All of the Breakthrough Fuel recordsare recorded, documented, and verifiable with an easyand robust audit trail in PowerBroker.This capability allows you to track all carrier offers toavoid duplications. This helps in environments withteams and pods that may be working on the sameorders. The history being captured for these carrier offerswill allow brokers to create their own analysis. For aparticular lane, a broker might want to explore pricinghistory’s relationship with how many carrier offers wererequired to cover an order, perhaps to get a better senseof what the real pricing in that lane should be in order tocover loads quickly.Waterfall Tendering provides PowerBroker users witha highly automated way to cover freight by usingprioritized and qualified carrier search results toautomatically send a load offer to carriers who matchthis load. Each carrier who receives the load offer hasa fixed amount of time set by the waterfall parametersto respond before the offer will expire, then the loadwill be offered to the next carrier in the priority list.When a carrier accepts the offered load, that carrier isautomatically assigned to the load and the waterfallprocess stops. Waterfall Tendering can be configured toallow carriers to be skipped, and offers to be declined oraccepted. The waterfall process can even be restartedwith a new rate.Brokerage tracking data can now beviewed through the Symphony MobileCommunication message and positionscreens. In addition, the tracking messagescan be mapped to auto dispatch businessworkflow actions that already existed for theLoadMaster carriers.This auto dispatch workflow allows for the automaticupdate of stop arrival and departure dates and stopstatus when meeting user defined business rules.Tighter integration of messaging and event notificationshas been added into the Brokerage Planning screensproviding better visibility for track and trace users. Payment & Advance OptionsSetting up payments to your carriers has never beeneasier with PowerBroker and the available integrationsolutions with fuel card vendors Comdata, EFSand T-Chek.By utilizing the carrier internet portal, carriers can alsorequest quick pays in exchange for a fee and a change inpayment terms. Various quick pay terms can be offeredthat allow them to select the best option for their needs.It is also possible to request a percentage of movementpays as an advance. These quick pay requests will let thedispatcher, or others in your organization, know whenthis type of request is made.8AC H I E V E M O R EWeb PortalsPrivate Notification NetworkPowerBroker’s Private Notification Network(PNN) speeds up the process of covering loads byautomating the posting of available orders or loadsto select carriers based on their predefined lane andequipment preferences.Using PNN to send load offerings at appropriatescheduled times via e-mail, phone, fax can ensure afaster response by carriers. Covering more loads in ashorter time produces an overall positive outcome for all.Incorporating the Internet Module with PNN allows yourcarriers to respond via website, or use the clickable emaillinks to accept the load.Rapid Alerts for AvailableCarrier TractorsAvailable Carrier Tractors Rapid Alerts can be configuredto check new orders as they are entered into the systemagainst the current records of available tractors tolet dispatchers know that they potentially have theopportunity to contact that carrier about covering thenew order.Provide online access to your customers and carriers.PowerBroker’s Internet Module allows brokers to gaincompetitive and strategic advantages through theirweb presence.Your carriers have the ability to enter their availableequipment through an easy to use web pageapplication. Carriers can log in to your site and entertheir available tractors, one at a time, or they can uploada spreadsheet of available tractors in the designatedformat. This gives you the ability to cover more oftheir available equipment. You can allow your carriersto manage their assigned orders through this sameweb portal.Carriers can directly enter check calls for any ordersyou have assigned them. You can also choose to letcarriers update dispatch stop information. When theydo enter updates, your dispatcher will know it. Carrierscan select a specific order, and the system will emailyour dispatchers. Allowing your carriers to update theirequipment lanes can result in more accurate lane dataand carrier search results. You can even start an onlinechat session with your dispatcher about an order, if youchoose to enable that feature.Features Review available loads Load Acceptance Define coverage lanes Request quick pays/advances Check calls9

TOOLS TOBETTERMANAGE YOURBUSINESSBusiness Intelligencewith McLeod IQRapid Alert NotificationSystem (RANS)McLeod’s business intelligence platform, McLeod IQ,was developed to provide valuable insight into all of thethings that ultimately drive your business. The abilityto capture and record the data is not the problem. Theissue has always been a lack of understanding datain a way that makes sense, so you can draw the rightconclusions, understand the most important things, andmake better decisions.RANS empowers your business to address potentialissues as they happen, so you can take action beforeany issue becomes a major problem. Taking the formof a message window alert, e-mail message or customaudible notification, PowerBroker RANS sends an alert torelevant parties based on your defined exceptions. Forexample, RANS can be configured to alert you when loadtenders are sent and/or received, when customers areapproaching or exceeding defined credit limits, whenthe ETA of a load is not met, and when other significantevents occur. PowerBroker can add, update or createtheir own custom alerts. You can even start an onlinechat session with your dispatcher about an order, if youchoose to enable that feature.McLeod IQ goes beyond standard reporting byproviding trending and simple analysis for what may becomplex data, while allowing you to drill into the detailsthat make up the numbers to gain an understandingyou never had before. It can also show you relationshipsand how certain things correlate in your data. If youare interested in root cause analysis to support yourwork and your initiatives, this is the tool you have beenlooking for.Profitability Analysis forMargins, Revenue and CostsPowerBroker gives you a quick visual summary of yourbusiness revenues, costs and volumes. It will easily sortto the detail level with its Order Revenue Analysis. Thisallows users to drill down to individual order records forspecific details and easy-to-read charts, which make iteasy to identify good performance to encourage andnot-so-good performance to improve.PowerBroker provides access to detailed prorated cost,revenue and mileage information on each of your orderswith stored revenue/movement information, so you cansee your freight revenue per mile, total revenue per mile,revenue per total mile, total charge per total distance,pickup/delivery carrier, override pay, extra pay and more.10PowerBroker users have a clear view of brokerage orders,revenue, carrier cost, and gross margin at their fingertips.This view can be filtered by dates, customers, carriers,locations, sales people, and trailer types. The results canbe grouped and sorted with options including revenue,carrier cost, and profit percentage or dollars. Thispowerful tool offers new ways to analyze more aspectsof your business.AC H I E V E M O R EUse the RANS system to focus on margin and revenuepriorities by generating early awareness and detectionof problems. Enable your management teams to truly“manage by exception.”Vital Signs ReportingMcLeod’s Vital Signs reporting system is the mostpowerful real-time key performance indicator systemthe brokerage industry has ever seen. Vital Signsinformation is not a historical look backwards, presentedin timeframes that are too late to act on. Vital Signsprovides up-to-the-minute information you can useduring the business day to understand how you aretracking against your goals right now.Vital Signs offers detailed drill-down capability thatallows you to identify the root of any problem quickly.Get the insight that trucking companies need in order towin the game every day. Vital Signs is literally changingthe way many of our customers manage their businessesto be more effective throughout the course of thework day.11

This solution is a highly configurable and easy to usetool that streamlines the accounts payable approvalprocess. Logix Solutions for Accounts Payable utilizesthe DocumentPower workflow, business processautomation, and mobile application technologiesto reduce the effort required for managing yourpayables. You can expect a reduction in time spentauditing transactions in the LoadMaster AccountsPayable screens, improvement in employeeproductivity, a reduction in late penalty fees, andmost importantly the ability to negotiate significantearly payment discounts with your vendors.BACK OFFICEBusiness ProcessAutomationMcLeod Software’s Logix Solutions productsbring together the capabilities of McLeod’sFlowLogix workflow and business processautomation tools, the newly released Logix Anywheretool set that brings FlowLogix to mobile devices andLogix eForms to deliver fresh ideas and productiveautomation solutions for your LoadMaster basedbusiness processes. AC H I E V E M O R EWith absolutely no paper required, the solutionutilizes our Carrier Packet eForm and is driven by adetailed workflow. The evaluation of prospectivecarriers is fully automated, utilizing PowerBrokerand specific rules you setup within the applicationto determine if the carrier meets the requirements.Criteria collected from 3rd party carrier services, aswell as insurance information in PowerBroker, are allused in qualifying carriers and determining if they areacceptable within the defined levels of risk tolerance.Automated Collections – Reduce your Days Billing Accelerator – This solution provides userswith up-to-date reporting of unbilled, deliveredorders that are missing the paperwork required toinvoice a customer. The solution also notifies driversand carriers of the missing paperwork via emailand eForms, providing them with an opportunityto upload the missing paperwork. This automationdecreases the number of phone calls billing clerksmake to drivers and carriers, and it allows for quickerturnaround of missing paperwork, thus allowing formore streamlined billing. Give your staff time to focuson more productive activities, and reduce the numberof your unbilled orders per month in dramatic fashion.Carrier OnboardingTime is critical, but so is due diligence when you bringa new carrier onboard. McLeod’s Logix SolutionsCarrier Onboarding automates the carrier onboardingprocess in ways that help you meet both goals.McLeod’s Logix Solutions Carrier Onboarding givesyou an automated software solution that deliverscarrier qualification and management in one tool.We developed this solution not only to automatethe onboarding process, but also to make it easierfor your carriers to do business with you - they nolonger have to print out forms, fill them out and faxthem back.Sales Outstanding (DSO) and improve your cashflow by automating the collections process withMcLeod’s Logix Solutions Automated Collectionsapplication. Is your business sacrificing productivityand valuable resources to manage overdue invoices?The manual process of managing past-due invoicesrequires dedicated personnel and costly time in anattempt to follow-up with those customers. WithLogix Solutions Automated Collections, McLeodgives you the automation to get this work donefaster and more efficiently. This solution provides aprocess to communicate with the customer, based ona defined schedule and the age of their delinquentaccount. During this process, “Interactive” outstandingpayment summaries are automatically created andemailed to customers. 12 Accounts Payable Billing & Settlements – This solutionautomates the billing and settlements process, sostaff involvement is either kept to a minimum oreliminated entirely. As load documents are indexedinto the system, Logix Solutions Billing & Settlementsmonitors the load status. If items are missing, thetool can be programmed to prod people to find andsubmit the needed documents. Once it determinesthat all required documents are collected and thebilling requirements are met, the order can beauto-rated, then transferred for rendition billing andsettlements. All of these actions are automated andproceed at any time of the day or night, so everythingis executed without delay and without the risk ofhuman error.eRate ConfirmationsThis solution simplifies the rate confirmation processwith carriers by creating an electronic form to capture,record, and automate the workflow process. Withthis eRate Confirmations, you can send your carriera web link to complete the rate confirmation. Oncethey hit submit, all of their data flows into your fieldswithin McLeod Software’s PowerBroker, and sets thestatus so that you visually know the rate confirmationprocess is complete. It eliminates the need for furtherdata entry, so you don’t waste time entering that dataor risk data-entry errors.Make Your Fax Machine Obsolete! With one click, dispatch sends out a rateconfirmation e-mail. The carrier follows a link to a secure website wherethe rate is accepted or declined. The carrier gets a confirmation number, and theplanner sees the load has been accepted.13

BACKOFFICEImaging withDocumentPower EnterpriseDocumentPower is an enterprise documentmanagement and business processmanagement solution created by McLeodSoftware specifically for the trucking, brokerage andfreight management industry.DocumentPower is integratedwith LoadMaster and providesdocument capture, documentstorage, business processautomation and documentdelivery functionality.CaptureDocumentPower allows drivers, customers andcarriers to submit or capture documents using manydifferent methods: Scanner Multi-FunctionDevice FaxEmailTruck StopPrint Web Mobile DiskAfter submission or capture, our Automated FormsRecognition (AFR) technology can be used toautomatically index and classify documents. Indexinginvolves entering information related to the documentthat will be used later to retrieve the document. Indexvalues can be validated and automatically populatedbased on other index values. Classification involvesspecifying the document type of the document.Classification information can be used to determineif a particular document type has been received andto perform specific business process automationworkflows. Automated classification and indexing caneliminate the need for outside indexing services or theinternal labor involved with this process.14AC H I E V E M O R EStoreAfter indexing and classification, your documents arestored in electronic filing cabinets that are defined andsecured based on your storage and security needs.The filing cabinets are defined based on the typesof documents you plan to store and the indexes aredefined based on how you want to search and retrievethe documents. Security can be applied at the cabinet,document type or index level to control access toyour documents.Fast, Context-BasedDocument RetrievalIn addition to document capture and storage,DocumentPower provides document retrievalcapabilities that allow you to more rapidly search forand ret

cLeod PowerBroker is the most advanced software solution available for freight brokers. PowerBroker offers a fully integrated freight brokerage operations management system and a complete accounting software solution all in one package, from one company. PowerBroker sets an entirely new standard for ease of use and flexibility