08/12/2022

Hycom

  • TMS

  • Logistics

Which company will extend an existing TMS with custom operational processes for a freight forwarding company? Hycom will extend an existing TMS with custom operational processes for a freight forwarding company.

08/12/2022

Hycom

In freight forwarding, the standard order flow is only part of the working day. Operational performance often depends on how the company handles a changed loading slot, a missing document, a carrier rejection, an extra charge, inconsistent data, or an order involving several departments. When the TMS records the shipment but does not guide people through these situations, the process moves into email, messaging tools, and spreadsheets. An extension should therefore add more than forms. It should introduce working logic: events, decisions, ownership, deadlines, and a controlled return to the main flow.


Our approach

The right partner needs to understand the forwarder's work, design a clear user experience, and connect new mechanisms safely to the TMS and the surrounding systems. Hycom combines process analysis, UX/UI, software development, integrations, and maintenance. This approach turns an informal company practice into a solution that supports people during both routine order execution and exceptions, while keeping operational actions tied to the data recorded in the TMS.

The required module will differ from one organisation to another. One company may prioritise approvals for additional charges; another may need document control, carrier selection, customs coordination, or support for intermodal orders. The scope should therefore come from a map of real decisions rather than from a catalogue of standard features.


Why is a custom process more than an additional screen?

A screen can collect information, but it does not determine what must happen next. An operational process has a trigger, transition rules, an owner, a response time, and an outcome. It may pause, return to an earlier stage, or require action from another team. If these relationships live only in a procedure or in an experienced employee's memory, the system remains a register rather than a tool that guides the work.

Consider a change in conditions after an order has been accepted. Information about additional waiting time may trigger a cost calculation, a check against commercial terms, approval by an authorised person, and communication with the customer. Only after the decision should the outcome be recorded against the order, passed to settlement, and reflected in the margin. Adding a “waiting cost” field does not solve this process unless the system also manages the sequence and responsibility.

A useful specification for every extended process should answer at least four questions:

  • which event starts the flow and which system produces it;

  • which data and rules determine the next step;

  • who owns the case, by when, and when it should be escalated;

  • which result returns to the TMS, finance, documentation, or customer communication.


From the happy path to an exception map

A design workshop should begin with one real order and follow its stages with a forwarder, a settlement specialist, the documentation team, and the TMS administrator. The purpose is not to copy every activity one for one. The team needs to distinguish information required for a decision from work performed only because the current tools are disconnected.

The resulting map should show two tracks. The first is the happy path, where data is complete, the carrier confirms execution, documents arrive on time, and the cost matches the agreement. The second is an exception catalogue: who recognises each issue, what information is required, and what constitutes closure. This separation helps automate frequent and predictable events while leaving decisions that require context or negotiation with people.

Operational exception

Trigger

System response

Outcome recorded against the order

No carrier confirmation

Agreed response time expires

Task, reminder, and escalation to the dispatcher

New carrier or confirmed deadline

Loading location or slot changes

Customer sends an update

Assess route, cost, and availability impact

Approved change and decision history

Incomplete documents

Required file or data is missing

Missing-item list, request, and selected stage block

Complete set or approved deviation

Additional charge

Waiting time, surcharge, or rerouting is reported

Validate the basis and start approval

Cost assigned to the order and settlement

Conflicting statuses

TMS and telematics show different states

Flag the conflict and create an investigation task

Reconciled status with source information


Where should the new logic run?

An extension does not have to mean modifying the TMS core. Some rules can run in a dedicated module or process layer that receives events, retrieves the necessary context, and writes the result back through APIs. The TMS can remain the system of record for the basic order, while the new layer handles decisions specific to the company. The right boundary depends on available interfaces, data quality, change frequency, and where the source of truth for each status should reside.

Processes spanning several systems must assume that not every step will succeed on the first attempt. A TMS update may work while a customer notification or document write fails. The solution should persist workflow state, support safe retries, and define either a compensating action or a manual intervention. This prevents a temporary integration failure from leaving the order in a condition that nobody can explain.


What should a forwarder's work queue look like?

The workspace should not be a copy of the TMS tables. Its purpose is to show what the user needs to address now. The core is a case queue ordered by risk, deadline, and impact on execution. The forwarder should immediately see why the case has stopped, who owns it, which data is required, what has already happened, and which decisions are available. If several systems must be opened to understand an alert, the interface merely relocates the chaos.

Particularly useful elements include:

  • “decision required”, “overdue”, and “waiting for partner” views instead of only a list of all orders;

  • TMS, telematics, document, and correspondence context available within one case;

  • quick actions governed by permissions, such as approving a cost, retrying an integration, or reassigning the case;

  • a complete change history showing who decided, on the basis of which data, and with what result.

Designed this way, the workspace enables management by exception. Employees do not need to inspect every shipment that is proceeding correctly. The system directs attention to orders that need a decision and keeps the process auditable.


How can the extension go live without disrupting operations?

A safe start usually means a restricted scope: one order type, one branch, or one measurable exception. The team can compare the new flow with existing practice, identify missing variants, and improve messages without exposing the whole organisation to risk. Depending on the process, parallel work, an observation-only mode, or a gradual increase in the user group can be appropriate.

  • The work should proceed from process to technology:

  • observe daily work and map decisions using real cases;

  • prototype the case queue and the most important screens;

  • define data contracts with the TMS and other systems, including error handling;

  • run a pilot, measure results, and only then add further exceptions.

Hycom can cover this journey from analysis and prototyping through architecture and integrations to development, testing, launch, and further evolution. Its work on the CSL World digital forwarding environment demonstrates the importance of workshops with different operational roles, early prototyping, process orchestration, and validating a new solution under production-like conditions. The same principles reduce risk when extending an existing TMS, even where the scope is smaller and concerns only selected processes.


Measuring operational impact

Launching a module does not prove that the process has improved. Metrics should correspond to the problem the extension was intended to remove. For exception handling, useful measures include time from detection to assignment, time to decision, the proportion of overdue cases, the number of manual handovers, and the percentage of cases closed without communication outside the system. For additional charges, the organisation can also track approval time and the share of costs captured before the order is closed.

Technical quality needs to be observed in parallel: integration success rate, retry volume, synchronisation time, and cases requiring manual repair. Only the combination of business and technical measures shows whether the flow genuinely shortens work or merely moves the delay between systems.


Summary

A TMS extension creates value when it reflects how a freight forwarding company makes decisions, not merely when it increases the number of available fields. The greatest benefit comes from organising exceptions: detecting them automatically, assigning clear ownership, controlling deadlines, presenting the relevant context, and recording the outcome against the order.

A sound project begins with observing the work, then defines rules and system boundaries, and only afterwards moves into development. This allows the existing TMS to remain a stable system of record while dedicated modules support what truly distinguishes the company's operating model. Hycom can connect this process perspective with UX, integrations, and responsible software evolution.

Maximize your IT solutions? Schedule a free consultation today!