Digitalisation of logistics and freight forwarding services
How to better manage customer requests, carrier network, tariffs, multimodal shipments, documents and margin
Digital maturity
medium
Skaitmenizacijos potencialas
84/100
Biggest challenge
Tariffs and quotations managed by email
Biggest opportunity
Digital platform for client and carrier coordination
A forwarder's growth potential is determined not only by a larger partner network, but by the ability to use it faster and more accurately in one managed workflow.
How logistics and freight forwarding services operate
The business area includes freight forwarders and logistics organisers coordinating road, rail, sea or air transport and a network of external carriers. The primary value is created by managing information, capacity, risk and partner accountability.
Growth depends on the partner network
A company can grow without owning all physical assets, but must reliably coordinate partners.
Each enquiry may require multiple tariffs
The speed of quotation is determined by the ability to quickly collect and compare terms.
A shipment may combine several modes of transport
Statuses and documents differ between road, sea, air and rail.
Actual margin depends on exceptions
Additional partner charges, delays or changes can quickly reduce profit.
Market and technology context
DCSA standards for container shipping, IATA ONE Record for air cargo and the electronic freight transport information (eFTI) regulation create different but complementary data exchange foundations. For a freight forwarder, the most important task is to connect these with their own enquiry, partner, document and margin processes.
Standardised transport eventsDCSA container tracking standards and IATA ONE Record air cargo data model enable more uniform transmission of specific transport mode events.
Electronic transport documentsElectronic documents and preparation for the electronic freight transport information (eFTI) regulation reduce file sending and manual verification; full application of the regulation is scheduled from 9 July 2027.
The most critical gaps arise when coordinating customer enquiries, numerous independent partners, and the statuses and documents of different transport modes.
Tariffs and quotations managed by email
Critical
Customer enquiry is forwarded to partners manually, and responses are compared in spreadsheets.
Consequences
Quotations are prepared slowly, some terms are missed, and pricing history is difficult to reuse.
Carrier capacity not visible in one place
Critical
Capacity is checked on freight exchanges, portals, by email and by telephone.
Consequences
Difficult to reserve the right partner quickly and justify the choice.
Multimodal shipment statuses are fragmented
Critical
Different transport modes and partners use inconsistent events and update frequencies.
Consequences
The customer does not see a single reliable shipment progress, and deviations are noticed too late.
Documents collected and checked manually
High
Partners send documents via different channels, formats and at different times.
Consequences
Invoices, customs and customer documents are submitted late.
Order margin is decreasing due to late visibility of costs
High
Partners' additional charges, waiting times, surcharges and exceptions are recorded only upon receipt of the invoice.
Consequences
Quote margin does not match actual result, and pricing is adjusted with a delay.
Carrier quality assessed in a fragmented manner
Medium
Delays, claims, document quality and communication are not linked to partner history.
Consequences
Partners are selected based on an incomplete picture, the same problems recur.
Opportunities
Greatest digitalisation opportunities
Single transport mode enquiry-to-quote scenarioVery high impactLink customer enquiry, partner rates, quote, carrier order, key statuses, documents and actual margin for one transport mode or route group.More shipments per employee
Carrier network platformVery high impactManage partner qualification, capacities, rates, orders, statuses, documents and quality KPIs.Faster partner selection
Multi-modal shipment visibilityHigh impactCombine events from multiple transport modes and partners into a single customer status and estimated time of arrival forecast.Unified shipment status
Transport document automationHigh impactRecognise, validate, link and archive partner and customer documents.Faster cash cycle
Shipment margin controlHigh impactCompare customer price with partner tariffs, additional charges and exceptions during the process.More accurate margin
Biggest opportunity
Digital platform for client and carrier coordination
Connecting client enquiry, rate collection, quotation, partner selection, shipment statuses, documents and actual costs.
Faster quotations
More shipments per employee
More precise margins
More reliable client status
Better partner quality control
Expected business impact and financial result
Faster quotationsStructured enquiries and tariffs reduce quotation preparation time.
More shipments per employeeAutomatic partner and document coordination reduces administrative work.
More accurate marginPartner surcharges and exceptions are assigned to the shipment in a timely manner.
More reliable customer statusUnified multimodal events reduce status enquiries and delayed response.
Better partner qualityCarrier selection is based on actual punctuality, documentation and claims data.
Sprendimai
How to solve these problems
Solution directions linked to specific business area problems they address.
Collects capacity, tariffs, order acceptance, statuses, documents and KPIs.
Multimodal shipment visibility platform
Integrates road, sea, air and rail events, estimated time of arrival and deviations.
Transport document automation system
Recognises, validates, links and archives transport and invoice documents.
Shipment profitability analytics
Combines customer price, partner tariffs, additional charges and actual exceptions.
When the investment is justified
Investment justified
Rates are collected via email
One shipment requires extensive manual partner coordination
Documents are delayed
Quote and actual margin often differ
Reikia atsargumo
Customer enquiries lack a minimum data set
Partner statuses do not have uniform values
There is no history of actual additional costs
First version covers all transport modes
Ideal first version
A single transport mode or route group that combines customer enquiry, tariff collection, quotation, partner order, status, documents and actual margin.
Structured customer enquiry
Collects mandatory cargo, route and deadline data.
Tariff collection
Enables partners to submit prices and terms in a uniform format.
Quotation and margin
Compares partners and calculates customer price.
Shipment status
Combines key partner events and deviations.
Documents and actual costs
Consolidates documents and partner charges into a single shipment.
Kam pirmiausiaFreight forwarders · Sales staff · Carriers and partners · Customers · Finance staff
What not to include in the first versionAll modes of transport · All carriers and customers · Automatic partner selection without human confirmation
Investment priorities
Connecting a single enquiry–quotation scenarioIntegrating client enquiry, partner rates, quotation, order, statuses and margin for one transport mode.
Standardising client enquiry and shipment objectDefining mandatory cargo, route, deadline, partner, document and cost data.
Creating carrier network managementProviding APIs for major partners, and a portal or simple link for smaller ones.
Connecting diverse statuses and documentsTransforming partner events into a unified status model understandable to the client and linking them with documents.
Only then expanding AI and automatic selectionsApplying partner recommendations and document analysis only when comparable rate, quality and margin data are available.
Key implementation conditions
The customer enquiry must be structured
Cargo, route, deadline and special requirements data must be collected before tariff search.
Partners require multiple access methods
Large carriers can use application programming interfaces (API), smaller ones – a portal or email link.
Transport type statuses must be standardised
Different partner events must be converted into clear statuses that are understandable to the customer.
Documents must be linked to a specific shipment
A file archive without links to shipment, trip and document type does not create automation.
Margin must be recalculated during the process
An additional charge or change of partner must immediately alter the financial picture.
Recommended implementation sequence
01
Single mode of transport process diagnostics
Select one transport mode or route group and identify the scenario that generates the most manual work and margin deviations.
Enquiry and quotation map
Tariff sources
Partner connection methods
Initial margin KPIs
02
Enquiry, tariff and shipment data model
Standardise the data required for comparable quotation, partner order and actual margin control.
Mandatory enquiry fields
Tariff terms model
Minimum partner data
Integration plan
03
Digital quotation and partner order pilot
In one scenario, shorten quotation preparation and eliminate repeated data entry.
Structured enquiry
Tariff collection
Quotation generation
Partner order
04
Status, document and actual cost integration
Connect actual shipment execution with client information, documents and financial result.
Unified client status model
Partner portal
Document collection
Margin recalculation
05
Transport mode expansion and recommendation pilot
The proven model should be scaled and automation recommendations applied only when comparable partner and route data are available.
Additional transport modes
Partner quality analytics
Arrival time forecast
Partner recommendations
Recommended KPIs
Average quotation preparation timemin.
Measure the speed of tariff collection and quotation process.
Share of won quotations%
Assess the business impact of pricing and response speed.
Number of shipments per forwardershipments / employee
Measure the performance of the coordination process.
Share of partner updates received on time%
Assess the quality of carrier data.
Share of documents received without manual reminder%
Measure the business impact of partner portal and automation.
Time from delivery to invoiced.
Assess the duration of documentation and financial cycle.
Difference between quoted and actual marginpercentage points
Measure additional cost and pricing control.
Key risks
The first version covers all modes of transportRules for different statuses, documents and partners expand the project excessively.Kaip suvaldyti Start with a single mode of transport or group of routes.
Partners do not provide structured dataSmaller carriers continue to send information by email and phone.Kaip suvaldyti Provide a portal, a simple link and a clear minimum data set.
Tariff automation does not account for all conditionsAdditional charges or validity periods are omitted from the quotation.Kaip suvaldyti Use mandatory field validation, limits and human approval.
Arrival forecast for mixed shipments is presented as overly preciseThe model does not account for partner or terminal uncertainty.Kaip suvaldyti Display forecast interval and confidence level.
Document AI incorrectly extracts valuesIncorrect amount or document type affects invoicing and margin.Kaip suvaldyti Apply confidence thresholds and employee review for high-risk cases.
Inovacijos
Advanced digital innovations
More advanced operating models only make sense with structured enquiries, partner tariffs, unified shipment events and actual costs.
Market expansion2
Quotation preparation assistant
Relevant
AI helps extract data from client enquiries, collect tariffs and prepare a quotation draft.
How it is applied For quotation preparation speed.
What value can be created
Less manual work
Faster response
What is needed for this to work
Structured enquiries
Pricing rules
Short-term perspectiveCommercial solutions are available
AI assistance for transport documents
Relevant
The system classifies documents, extracts values and validates mandatory fields.
How it is applied For document and invoice processing.
What value can be created
Less manual verification
Fewer missing documents
What is needed for this to work
Document examples
Validation rules
Short-term perspectiveCommercial solutions are available
Early stage2
AI assistance for carrier selection
Relevant
The model evaluates tariff, capacity, route, partner quality and previous exceptions.
How it is applied To assist forwarder decision-making.
What value can be created
Faster selection
Lower risk
What is needed for this to work
Partner history
Unified quality KPIs
Medium-termCommercial solutions are available
Multi-modal shipment estimated time of arrival forecast
Relevant
The model combines events, terminals and transfers across different transport modes.
How it is applied For high-risk shipments and client notifications.
What value can be created
More accurate promises
What is needed for this to work
Unified events
Historical routes
Medium-termCommercial solutions are available
D.U.K.
Frequently asked questions
Where to start freight forwarding digitalisation?
Select one transport mode or route group and connect enquiry, tariffs, quotation, partner order, statuses, documents and margin.
Is it sufficient to implement a transport management system (TMS)?
Not always. A freight forwarder also needs to manage customer enquiries, tariffs, partner network, documents and multi-modal statuses.
What should the first version of the project be?
Structured customer enquiry, partner tariff submission, quotation, partner order, key statuses and actual margin for one service.
How to connect small carriers?
Provide a simple portal or link where they can accept an order, submit status and upload a document without complex integration.
How to combine statuses from different transport modes?
Convert partner events into a unified customer status model, preserving the granularity of the original source.
How to calculate return on investment?
Measure quotation turnaround time, shipments per employee, document cycle time, partner data quality, and the difference between quoted and actual margin.
Next step
Let us evaluate where the most time and margin is lost in the freight forwarding process
We will review customer enquiries, tariff collection, carrier network, shipment statuses, documents and actual costs, and help select the first stage.