Type of Business (description):
Number of sites:
Primary Support Contact name, email, and phone:
Joey Loveless – Transportation Manager firstname.lastname@example.org (Joey is lead person for our team.)
Marsha Ewing - also in Transportation email@example.com
Lori Carroll – VP Transportation firstname.lastname@example.org
Bryan Hall - VP Info. Technology email@example.com
Bob Goudy - IT Manager firstname.lastname@example.org
Sales Cycle Length:
Was there a POC or Sales Engineering Project?
Phases discussed during Pre-Sale
Goals of each Phase
Appian products used:
Type of Use:
Type of routing:
How often do they route?
Where will DR be installed?
How often do they pull orders?
Number of licenses purchased:
One with 2 users
How many users?
Interfacing with another system?
Nucleus by Lynux server old system from the 70's
They will be writing the interface for export and import
Uploading back to ERP? How often?
D2Link Provider Name:
Products interfacing with DRTrack: (OMM)
Notes from Sales Cycle:
They purchased RN and it will not work in their environment. Roadnet has been sending trucks to the Colorado, Wyoming area, then if there is room on the truck, it is adding an order for Portland, Maine over 1,000 miles away. DR will be replacing RN. They run about 80 loads per week and have 55 trucks.
Over half of loads are “multi drops”, and deliver to around 40 of the 48 states. Need Direct Route to handle calculating and optimizing multiple loads. In other words, needs it keep orders from the same customer together until a trailer is filled, and then keep the remainder of loads that are as close by geography.
cabinet manufacturer. Each cabinet has a “cube” volume. Each of our trailers holds a maximum of 3,100 cubes.
Sales Documents Included:
Proposal is on file in usual place
Notes from Implementation
Most of the routing and work with Direct Route will be done by Stephanie Finch email@example.com
Legacy Cabinet will be uploading data back to their ERP (Nucleus).
Unfortunately, Legacy Cabinets did NOT want to work parallel with implementation team after their Direct Route training. Legacy Cabinets has told when comparing their old way of manual routing vs Direct Route, it produces the same results.
Legacy Cabinet used to have Roadnet for a few months and keep getting Roadnet and Direct Route mixed up.
Currently Legacy Cabinets is consolidating by ID1, they went back and forth on either ID1 / consolidating by address. Legacy decided to go with the ID1 since they make deliveries in strip malls and those deliveries would have to separate.
Legacy Cabinets decided not to go with building a customer master. All delivery times, patterns, fixed time, etc will be apply with Direct Route defaults in pre-processing.
Legacy Cabinets would be a great candidate for DRTrack. This would help them eliminate all the extra “files”. Legacy also pushes orders to other “sets” and DRTrack could keep those in the cloud in unloaded orders.
Right now Legacy Cabinets will be leaving them as unloaded stops or loading on routes in Direct Route but those orders wont ship. Then will copy and paste those orders from the stop file to the next “set” of orders that need to be routed.