How to Train Your Team to Effectively Use Freight Forwarding Software

Date: 23-02-2024
eRP Software business

As freight forwarders, we're constantly exploring ways to streamline our operations through the latest logistics solutions. Our recent investment in a new freight forwarding softwareholds great promise to improve efficiency and reduce costs. However, successfully adopting new technology requires proper training and support for employees. In this post, we'll outline our comprehensive strategy for effectively onboarding teams to maximize usage and benefits from the new system.

Getting Started with the Basics

The initial phase involved granting all staff access to the freight forwarding software and setting up basic accounts. This enabled individuals to explore independently and become familiar with the interface and navigation. Mastering the fundamental features was crucial before delving into advanced training. Designating "super users" from each department proved beneficial in spearheading the rollout and serving as a primary resource for others. Their extensive understanding of both the operations and the new solution facilitated troubleshooting early queries from colleagues as everyone adapted to the alterations.

Customizing Configuration

Each department has unique requirements, so merely teaching everyone about general software functions would overlook chances to enhance workflows. We invested substantial time in setting up the solution to align with real processes before specific training commenced. Tailoring the system guaranteed that each team had a personalized experience that suited their preferred methods of working. For instance, our ocean team dedicated weeks to customizing booking screens to incorporate advantageous carrier relationships and regulations specific to their operations.

Classroom Training and Documentation

In-depth training sessions in a classroom-style setting enabled interactive learning aimed at utilizing all available productivity tools and analytics dashboards. The staff meticulously identified functions that matched key priorities such as turnaround metrics, analyzing top shippers/consignees, and predicting trends in ocean transportation. Mastering these areas promised the greatest rewards. Additionally, comprehensive user guides and quick reference materials were produced to complement the live training sessions. Detailed documentation guaranteed retention of knowledge and served as a valuable reference for future use.

Coaching in Live Environments

Nothing brings software to life quite like applying skills in real work scenarios. We gradually transitioned live workflows and processes online under guidance and supervision. Experts from both our internal power users and external solutions provider were on hand to assist colleagues facing more complex challenges or exceptions in their daily workflows. Daily standup meetings provided a forum to quickly address production issues as a group.

Measuring Performance Impact

After training for several months and increasing usage, analytics were employed to carefully measure the effects on important metrics and perceptions. The data showed significant operational achievements, such as a 35% increase in invoice processing speed and annual savings of over $50,000 through optimized shipment routes driven by new insights. Employee surveys indicated that 80% of the staff found the system helpful in streamlining their regular workloads. Utilizing metrics was crucial for assessing the return on investment in the new technology and process adjustments.