Case Study: JIYIDA Logistics - Part 1: How Large LCL Forwarders Automate Collaboration Process with CargoWare

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.

In this week's eTower Observer, we explore a collaborative case study showcasing how CargoWare - the international freight forwarding management cloud service platform under 上海沃行信息技术有限公司 helped a large LCL (Less than Container Load) cargo agency tackle complex workflow coordination, automate document transfer, and ensure the accuracy of information exchange, resulting in an 80% increase in operational efficiency.

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 Logistics 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 frequent collaboration between a forwarder and the destination agent who completes unpacking, sorting, customs clearance, and delivery at the destination port's container freight station (CFS).

This means 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：

1. 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.

2. 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.

3. 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.?

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]?:

1. Automated Document Management

CargoWare automatically retrieves and compiles files related to each shipment, minimizing the risk of omissions or errors while saving substantial time.

2. 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.

3. 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.?

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%.

A truly effective collaboration platform is one that understands the needs of the business at its core. Successful digital transformation begins with a deep understanding of the business essence. Digital transformation should focus on employee well-being, foster innovation, and aim for long-term value maximization.

More advanced features of CargoWare, along with Jiyida's solutions, are coming soon. Stay tuned to eTower for the latest cross-border logistics industry news and in-depth analysis.