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3PL · MID-MARKET 8 WEEKS BUILD ENGAGEMENT

A 4-week diagnostic that
paid for itself in week 6.

A mid-market third-party logistics operator with 22 systems of record and an exception queue that consumed three full-time analysts. We asked one question first: which of these systems actually need to talk to each other? The answer was three.

$0M
Annualized recapture
Faster invoice match
0%
Of exceptions auto-resolved
0 wks
From kickoff to production
THE PROBLEM

22 systems.
Three analysts. One question.

The operator's stack had grown by acquisition: two TMSs, a WMS, a CRM, a homegrown rating engine, and a dozen integrations to carriers, customers, and brokers. Every exception — a missed pickup, a billing mismatch, a customs hold — surfaced in a different place. Three analysts spent their days copying values between tabs.

The temptation was to replace one of the systems. We did the opposite — we left every system where it was, and built a thin layer over the three integrations that actually mattered.

CLIENT BRIEF · DAY ONE
"We need an end-to-end ops platform. Budget is $4M, we want to start with the warehouse system."

What we said instead

The warehouse system is fine. The CRM is fine. The TMSs are fine. What's broken is the wiring, and the operators paying the cost for it. Let's not replace any system. Let's build the connective tissue — and prove the value before you sign for a re-platform you may not need.

THE ARCHITECTURE

What we built.

An exception-routing agent grounded in a federated ontology, with humans in the loop on three classes of decision.

05Exception Routing Agenthuman-in-the-loop on 3 decision classes
04Operator Consolesingle pane, all 22 systems
03Federated Ontologyshipment · order · invoice · carrier
02Event BusKafka · 47 producers · 8 consumers
01Source SystemsTMS×2 · WMS · CRM · rating engine · 18 partners
THE TIMELINE

Eight weeks, week by week.

case-01 / engagement / timeline archived
w 01Discovery · 22 systems mapped · interviews with 11 operatorsSCAN
w 02Memo delivered · 3-integration thesis approved by CFO + COOSHIP
w 03Ontology v1 · entities for shipment, order, invoice, carrierBUILD
w 04Event bus live · first 8 sources publishing to KafkaSHIP
w 05Operator console v1 · single pane for 3 analysts in pilotSHIP
w 06Routing agent in shadow mode · 4,118 cases · 81% matchEVAL
w 07Cutover · agent live with HITL · 3 escalation paths definedSHIP
w 08Handover · runbook signed off · 30-day retainer engagedSHIP
CLIENT

"We came in thinking we needed to buy a new platform. They convinced us, with evidence, that we didn't — and built the thing we actually needed for less than the discovery phase of the original RFP would have cost."

COO · MID-MARKET 3PL · NAME WITHHELD UNTIL REFERENCEABLE