PreShiftIQ™

PreShiftIQ™ Assessment Workbook – Transportation Technology Alignment

The PreShiftIQ™ Assessment Workbook is a structured, operator-led tool designed to guide your organization through internal alignment before evaluating vendors. Technology decisions in transportation are rarely isolated—they impact finance, operations, customer experience, carrier relationships, and enterprise scalability. This workbook ensures your team is aligned, informed, and ready to make strategic technology decisions that protect operating margin and maximize ROI.

Who it’s for:

• Shippers, carriers, brokers, and logistics providers

• Private equity-backed portfolios and mid-market roll-ups

• Organizations seeking clarity before TMS and supporting technology engagements

With the PreShiftIQ™ Assessment Workbook, you will:

• Align executive, operations, IT, and finance teams on objectives and success criteria

• Clarify operational and strategic priorities before engaging vendors

• Document requirements for TMS, ERP, WMS, and supporting logistics technologies

• Identify potential risks and integration challenges in advance

• Create clear evaluation criteria for vendor selection

• Reduce vendor influence and accelerate confident decision-making

• Quantify potential ROI by uncovering hidden costs, eliminating redundant manual processes, and identifying efficiency gains that translate directly to EBITDA improvement

Recommended process:

1. Executive leadership completes Sections 1, 10 and 11

2. Operations completes Sections 2 and 4

3. IT completes Sections 3 and 5

4. Finance completes Section 8

5. Conduct a cross-functional review meeting before any vendor conversations

Pricing: $397 – a cost-effective way to protect operating margin and realize measurable financial impact from your technology decisions.

Next step:
Once your workbook is complete, you can upgrade to ShiftIQ™ – Advanced TMS Alignment Assistance for expert guidance turning insights into actionable next steps.

The PreShiftIQ™ and ShiftIQ™ services can be credited towards a full engagement, helping you unlock the full potential ROI of your TMS and supporting technology investments.