Overview of the Automation Use Case

 
In the logistics and transportation sector, managing shipping documents is a critical task that involves various actors and multiple stages. Traditional manual processes are time-consuming, prone to errors, and inefficient. The digitalization and automation of these shipping documents using no-code platforms aim to streamline the workflow, reduce operational costs, and enhance accuracy.

 
Key Actors

1. Logistics Manager
2. Shipping Coordinator
3. Driver/Carrier
4. Customer/Recipient
5. Customs Officer

 
Scenario

 
The logistics company aims to automate their shipping documentation process, which includes bills of lading, invoices, packing lists, and customs declarations. By adopting a no-code solution, they can streamline these procedures without extensive IT resources or skills.

 
Process Flow

• Document Creation
  The Shipping Coordinator uses a no-code platform to create shipping documents by inputting necessary information such as sender and receiver details, item descriptions, and shipping terms. The platform employs templates for easy document generation and ensures compliance with industry standards.

• Approval and Verification
  The Logistics Manager reviews the documents within the no-code platform. Automated workflows notify the manager to verify and approve documents. Once approved, digital signatures can be added to finalize the documentation.

• Real-time Updates

The system provides real-time updates of the document status to all involved parties, including the Customer. The system sends automated alerts for any changes or if additional actions are needed.

• Integration with Other Systems
  The automated system is integrated with other software tools such as inventory management, CRM, and financial systems, enabling seamless data transfer and reducing the risk of human error.

• Access and Security
  All documents are stored securely in the cloud. Access is controlled via role-based permissions to ensure that only authorized personnel can view or modify the documents.

• Customs and Compliance

Digital customs declarations are generated and shared with Customs Officers. Automation ensures that these documents are filled correctly and submitted in a timely manner. The platform can adapt quickly to regulatory changes, ensuring ongoing compliance.

• Driver Coordination
  Drivers receive digital copies of relevant shipping documents on their mobile devices. They use these documents for pickups, deliveries, and at checkpoints.

• Feedback and Recording
  After delivery, Customers can provide feedback through automated surveys linked to the shipping documents, while the system logs all interactions for future audits or analysis.

 
Benefits

• Efficiency: Reduces the time spent on document preparation and approval.
• Accuracy: Minimizes errors through automation and preset templates.
• Cost-saving: Decreases the need for physical document storage and manual labor.
• Scalability: No-code solutions can easily scale with the business as it grows.
• Compliance: Automatically updates with regulatory changes to ensure compliance.

 
By leveraging no-code platforms for shipping document automation, logistics companies can streamline operations, improve accuracy, and deliver superior service, ultimately optimizing their supply chain processes for competitive advantage.