Transcend Logix Consulting

Most small logistics teams don’t need an enterprise-level TMS with a 6-month onboarding window and a 5-figure price tag. What they need is something simple, flexible, and fast—without sacrificing structure. That’s why I started building CRM and TMS systems in Notion. Notion gives you the ability to customize workflows, track shipments, manage contacts, and even document SOPs—all in one centralized place. And if you’re not a software engineer or data analyst? It still works. Here’s how to use Notion to build a freight CRM + TMS that keeps your operation moving. Why Notion Works for Freight Teams? Let’s be real, most TMS platforms are either: • Too big and expensive • Too limited and rigid • Or way too confusing for a small team that just needs to book, track, and grow Notion hits the sweet spot: • It’s highly customizable • It integrates with tools like Slack, Google Drive, and Zapier • It’s user-friendly once it’s built out • And you can access it from anywh...

When you’re building a freight operation with a lean team and limited time, the tools you choose matter. But with flashy platforms, endless integrations, and AI buzzwords everywhere, it’s hard to tell what’s worth the investment . Here’s what I recommend to clients at Transcend Logix Consulting who need tools that are simple, scalable, and get the job done - without locking them into bloated contracts or enterprise pricing. These aren’t sponsored picks. Just the stack I’d use if I were starting over today. 1. Carrier411 – For Broker & Carrier Risk Management If you’re brokering freight or working with multiple carriers, Carrier411 is a must-have. It gives you instant access to safety ratings, insurance verification, and performance history—helping you avoid high-risk carriers before they cost you. Why I recommend it: Real-time MC/DOT insight Stops you from relying on gut instincts or email chains Speeds up broker/carrier vetting and onboarding A community of brokers collective data...

Introduction The logistics tech landscape is more crowded than ever. TMS platforms. Load boards. Visibility tools. AI-powered everything. But here’s the hard truth: most logistics teams are overbuying, underutilizing, or flat-out abandoning the tools they invest in. A bloated tech stack doesn’t help your team—it slows them down. A well-designed one? It becomes a growth multiplier. Here’s how to build a logistics tech stack that actually scales with your operation—without wasting time, money, or momentum. 1. Start with Workflow, Not Software Most companies start with a feature comparison. You should start with a whiteboard. Ask: What workflows are slowing us down? Where are things breaking or getting delayed? What are we still doing manually that we shouldn’t be? Once you map the real problems, you’ll know what to shop for—and what to ignore. Pro tip: Involve the actual users of the system before making decisions. If your ops team dreads a new tool, it won’t get used. ...

Introduction In logistics, turnover happens. Whether it’s a dispatcher leaving unexpectedly or a new ops lead stepping in, the impact of someone walking out the door often reveals one thing: the knowledge was never actually documented. Standard Operating Procedures (SOPs) aren’t just checklists—they’re the playbook that keeps your operation running when your people change. If your team relies on “tribal knowledge” or the phrase “well, Bob usually handles that,” you’re one exit away from chaos. Here’s how to build SOPs that don’t just look good on paper—but actually hold up when it counts. 🧠 1. Start With Reality, Not Ideals Too many SOPs are created in a vacuum—written by people not doing the work. The result? A 20-page document no one reads and no one follows. The fix: Start by documenting what your team is already doing , step by step. Use screen recordings, shadow sessions, or quick interviews to capture real workflows. Then optimize. 📌 Tip: A messy but accurate SO...

Introduction In the freight world, relationships matter. But that doesn’t mean working with the same broker forever just because they “feel” reliable. Too often, companies tolerate mediocre performance because the broker picks up the phone or has a friendly tone. That’s not enough. A good broker relationship is more than convenient—it’s transparent, performance-based, and mutually beneficial. Here’s what it looks like when you’re working with the right broker—and how to spot red flags early. 1. Clear Communication (Without the Fluff) A good broker doesn’t just tell you what you want to hear—they tell you what you need to know. You’ll notice: • Quick, honest updates (even when it’s bad news) • No overpromising on capacity or pricing • Proactive issue resolution without you chasing them What to look for: Do they communicate problems early, or only after you follow up? 2. Transparent Rate Structures You shouldn’t have to guess what you’re paying for. A strong broker relationsh...

  Introduction I recently joined Adrian Smith at Ripple.AI on his podcast, The AI Ripple Effect , for a conversation that covered a lot of ground — from spreadsheets and automation to global market shifts, AI-washing, and how smaller logistics teams can take advantage of technology without getting overwhelmed. If you’re in the freight world and looking for real, tactical insight into how to modernize your operation, this episode is worth a listen. Here’s a quick recap of what we covered — and why it matters. My Journey in Logistics I’ve worked across nearly every part of the freight world — from fleet operations to brokerage, power generation logistics, and now consulting. This episode gave me the chance to reflect on that experience and how it shaped my approach at Transcend Logix. Moving From Spreadsheets to Smart Systems Many businesses wait too long to upgrade. We talked about the tipping point where manual processes stop being “lean” and start becoming limiting. Educat...