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:
Executive leadership completes Sections 1, 10 and 11
Operations completes Sections 2 and 4
IT completes Sections 3 and 5
Finance completes Section 8
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.
After completing your PreShiftIQ™ Assessment Workbook, the ShiftIQ™ service helps you turn insights into actionable next steps. This is ideal for organizations that want expert guidance without committing to a full-scale engagement.
With ShiftIQ™, you receive:
Platform category alignment: Understand which technology platforms best fit your business model, mode mix, and operational complexity
Vendor shortlisting logic: A defensible approach to narrowing your options based on real-world fit
Integration risk analysis: Identify potential technical or operational hurdles before vendor conversations
Commercial structure guidance: Review pricing models, implementation fees, and contract considerations
ShiftIQ™ bridges the gap between initial assessment and confident decision-making, ensuring your next steps are informed, strategic, and aligned with operational realities.
Pricing: $803.00 (Must also purchase the PreShiftIQ™ Assessment Workbook for $397.00). The total fee of $1200.00 can be credited toward a Fractional Leadership engagement if you are interested in Executive-Level Operational and Technical Guidance.
Executive-level Operational and Technical Guidance
The Fractional Leadership Package for PreShiftIQ™ is a high-impact, project-based engagement designed for organizations requiring executive-level oversight without the overhead of a full-time hire. This role bridges the gap between strategic consulting and hands-on execution, specifically focusing on the optimization of your logistics and supply chain ecosystem.
Core Responsibilities & Workflow
The engagement follows a structured lifecycle to ensure immediate impact and long-term stability:
Discovery & Assessment: A deep-dive audit of your current operational maturity, identifying "hidden cost leaks" and bottlenecks within hours of engagement.
Strategic Decisioning: Moving beyond advice to active decision-making on complex logistics tradeoffs involving cost, service, and risk.
Contract & SOW Negotiation: Leveraging seasoned expertise to negotiate Statements of Work (SOWs) and contracts, protecting you from common pitfalls that can cost over $300k in bad 3PL or vendor decisions.
Project Management: Full-lifecycle leadership from inception to completion, ensuring initiatives stay on time and within the defined scope.
Ecosystem & Network Optimization
Modes & Carriers: A comprehensive assessment of the transportation modes and carriers within your ecosystem to optimize your supply chain toward sustained achievements.
Performance Monitoring: Establishing KPIs and real-time dashboards to provide management visibility into project and enterprise-wide performance.
Accountability & Change Management
Rigid Accountability: A primary pillar of the role is holding all internal and external parties (vendors, 3PLs, teams) accountable to their contractual and performance obligations.
Change Management: Utilizing structured models to ensure team members are informed, supported, and equipped to adopt new processes, ensuring the "human factor" is managed alongside technical shifts.
Conflict Resolution: Acting as a high-leverage facilitator to resolve disputes and navigate organizational politics without the "settling in" period of a traditional hire.
Engagement Details
Pricing: TBD based on the specific scope, duration, and complexity of the project.
Structure: Flexible, contract-based work that can scale up or down as your business priorities evolve
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