{"id":987479394,"date":"2022-06-06T07:47:45","date_gmt":"2022-06-06T07:47:45","guid":{"rendered":"https:\/\/alistairgroup.com\/?p=987479394"},"modified":"2022-10-14T13:58:06","modified_gmt":"2022-10-14T13:58:06","slug":"the-importance-of-document-management-in-logistics","status":"publish","type":"post","link":"https:\/\/www.alistairgroup.com\/the-importance-of-document-management-in-logistics\/","title":{"rendered":"THE IMPORTANCE OF DOCUMENT MANAGEMENT IN LOGISTICS"},"content":{"rendered":"<p><b>THE IMPORTANCE OF DOCUMENT MANAGEMENT IN LOGISTICS<\/b><\/p>\n<p><span style=\"font-weight: 400;\">There are few things more stressful for our clients than having their cargo tied up at the border due to improper documentation. With so much of our attention often focused on the loading times, delivery times, and cost management related to transporting cargo, we often forget about the importance of document management to ensure efficient cross-border movements. Different documentation is required for different types of cargo, it&#8217;s extremely important to understand and determine which documents are required prior to arriving at a border or delivery location.\u00a0 Unfortunately, the mismanagement of documents is one of the most common causes of issues or delays when transporting, clearing, and storing cargo. At Alistair Group, we recognized the importance of properly managing cargo documents, and have created a robust process to reduce the potential for issues or delays as much as possible. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our process consists of four (4) major components:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-987483352\" src=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/process-circle.jpg\" alt=\"\" width=\"846\" height=\"328\" srcset=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/process-circle.jpg 846w, https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/process-circle-480x186.jpg 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 846px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><b>1. DOCUMENT PROCESSING &amp; CATEGORIZATION<\/b><\/p>\n<p><span style=\"font-weight: 400;\">We recognized the challenge of managing the accessibility of paper-based transportation documents across various end-users, in addition to the importance of detailed document categorization to enable efficient border crossings as well as post-trip processing.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To effectively overcome that challenge, Alistair Group has created a robust document processing and categorization system that transforms paper documents into a digital format and stores them in a cloud-based system that is accessible via the internet.\u00a0 All cargo-related documents are scanned and converted to a digital format (PDF) and uploaded to our document processing system which was developed in-house.\u00a0 The processing system assigns the document a structured file name based on document type and then stores it in a unique folder based on the client\u2019s name, route, and trip identification number.\u00a0 Lastly, the collection of cargo-related documents for each client is presented on the client-specific digital dashboard for easy access.\u00a0 The Alistair Group document system converts and processes on average over 20k documents per month.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>2. DOCUMENT AUDITING TEAM<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The second component of Alistair Group\u2019s document management system is our human document auditing team.\u00a0 After cargo documents are digitized and uploaded to our processing system, a team of highly trained auditors review each and every document to maintain quality control.\u00a0 During the auditing of a document, the team will ensure multiple criteria are correct:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Document classification<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Required stamps and\/or signatures are present<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Orientation and alignment<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If any of the above criteria are incorrect, the auditor rejects the document and notifies the appropriate department for escalation and re-uploading.\u00a0 This process has proved to be a\u00a0 vital component of the document management process and has resulted in high quality and accuracy for border and post-trip processing.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-987483343\" src=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/document-process-diagram.jpg\" alt=\"\" width=\"757\" height=\"169\" srcset=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/document-process-diagram.jpg 757w, https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/document-process-diagram-480x107.jpg 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 757px, 100vw\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-987483351\" src=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/document-files-in-folder-1.jpg\" alt=\"\" width=\"1220\" height=\"293\" srcset=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/document-files-in-folder-1.jpg 1220w, https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/document-files-in-folder-1-980x235.jpg 980w, https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/document-files-in-folder-1-480x115.jpg 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1220px, 100vw\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-987483347\" src=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/sample-report-with-document-links.jpg\" alt=\"\" width=\"1234\" height=\"649\" srcset=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/sample-report-with-document-links-980x516.jpg 980w, https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/sample-report-with-document-links-480x253.jpg 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1234px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b>3. CLEARANCE PRE-ALERTS<\/b><\/p>\n<p><span style=\"font-weight: 400;\">One of the most common sources of delays is the lack of proper documentation available during the cargo clearing process (i.e.: border crossings).\u00a0 We recognized the need to be extremely proactive in providing the necessary documents to clearing agents to avoid delays.\u00a0 Another in-house developed system was created that provides a simple way for our teams to generate and send \u201cClearance Pre-Alert\u201d via email that includes the necessary documents prior to the cargo arriving.\u00a0 Clearance delays relating to documents have been nearly eliminated since the implementation of this semi-automated process.\u00a0 An Alistair Group team member simply selects the appropriate clearance pre-alert email group and submits the send pre-alert request via our internal system.\u00a0 Once the request has been submitted, an automation is triggered to collect the required documents and create and send an email to the appropriate clearing group, eliminating any possible human error.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-987483353\" src=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/06\/pre-alert-email.jpg\" alt=\"\" width=\"1124\" height=\"576\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><b>4. DRIVER NOTIFICATIONS VIA WHATSAPP<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The fourth and final component of the Alistair Group document management system is the ability to effectively deliver critical documents to our drivers\u2019 mobile phones.\u00a0 WhatsApp is by far the most popular communication platform our drivers use, so it was a natural solution to integrate with our system.\u00a0 Leveraging the WhatsApp for Business API, we were able to quickly integrate and start sending a variety of documents directly to drivers as attachments such as:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Trip briefing and debriefing forms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Trip updates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Driver bulletins<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Incident letters<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-987483344\" src=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/driver-notifications.jpg\" alt=\"\" width=\"854\" height=\"136\" srcset=\"https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/driver-notifications.jpg 854w, https:\/\/www.alistairgroup.com\/wp-content\/uploads\/2022\/04\/driver-notifications-480x76.jpg 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 854px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: right;\"><em>Biran Mezger | Head of Technology | 01 May 2022<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>THE IMPORTANCE OF DOCUMENT MANAGEMENT IN LOGISTICS There are few things more stressful for our clients than having their cargo tied up at the border due to improper documentation. With so much of our attention often focused on the loading times, delivery times, and cost management related to transporting cargo, we often forget about the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":987482735,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[27,10,25],"tags":[31,20,21,32],"class_list":["post-987479394","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clearance","category-news","category-transport","tag-document-management","tag-logistics","tag-technology","tag-visibility"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/posts\/987479394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/comments?post=987479394"}],"version-history":[{"count":0,"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/posts\/987479394\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/media\/987482735"}],"wp:attachment":[{"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/media?parent=987479394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/categories?post=987479394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alistairgroup.com\/wp-json\/wp\/v2\/tags?post=987479394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}