Best Practice Sharing Breakout Sessions


Every year a wide range of successful McLeod customers come to User Conference to share the best practices and lessons learned from their business. Expect to hear new ideas and different ways to succeed with things you are trying to accomplish, as well as other subjects you may be planning to tackle.

Becoming a Data Driven Transportation Company (Carriers & Brokers)Learn how using big data can drive big insight and change the way you run your company. In this session, several successful McLeod customers will share with you how analytics are changing the way they work and helping them to make better decisions.

Best Practices for Carrier Recruiting, Onboarding, and Retention (Logistics)Several logistics companies will share their approach to identifying and becoming "sticky" with the best carriers, so they have both sufficient and reliable capacity to serve their customers, and capacity with which to make profits.

Best Practices for Configuring and Using the Driver Scorecard Module (Carriers)Learn how to set up the LoadMaster Driver Scorecard for your company and understand some best practices for using this tool to coach and recognize your drivers.

Best Practices for Driver Management (Carriers)Our trainers and customer advocates will share with you a set of best practices for using the system to support your driver management process.

Best Practices for Driving Your Marketing and Organizing Your Sales Efforts with CRM (Carriers & Brokers)Several McLeod customers will share their approach to running successful marketing campaigns and using McLeod CRM to drive their sales efforts.

Best Practices for Making Your Daily Numbers (Logistics)
In this session, our trainers and customer advocates will share with you a set of best practices for using the system to support your daily brokerage operations in ways that help you reach your goals every day, with the right interpretation of your data and how you should act on it.

Best Practices for Planning (Carriers)
Our trainers and McLeod customer advocates will share with you a set of best practices for using the system to support your planning process.

Best Practices for Setting Up and Using the Driver Detention Module (Carriers)
Our trainers will show you the details and best practices for setting up the Driver Detention module and effectively using it to be proactive and get paid for detention.

Best Practices for Setting Up and Using the Safety Module (Carriers)
Our trainers will show you how to set up the Safety Module in your LoadMaster system, along with ways your safety team can use it more effectively.

Carrier Scorecard (Logistics)
In this session, we will show you how to set up the new Carrier Scorecard in PowerBroker, and several current McLeod customers will discuss their best practices for configuring and using the Carrier Scorecard in their daily operations.

Carriers, Understanding Trends and Acting on Your KPIs (Carriers)
Several carriers will explain how they use and react to their most important Key Performance Indicators (KPIs) on a daily basis.

Changing Landscape of Asset Management, Leases & Taxes (Carriers & Brokers)
Managing assets and their valuation can affect businesses in multiple ways from Balance Sheet presentation, taxes, and credit lines. The panel of subject matter experts will discuss the changing landscape of FASB rules for Leases & Revenue recognition, Sales and Use tax issues related to Nexus in multiple jurisdictions, general business Tax concerns, and other related areas which impact transportation companies.

Continuous Improvement Programs, How to Make Them Work (Carriers & Brokers)
Several McLeod customers will discuss their journey to implement Continuous Improvement in their company and the gains they have reaped from those efforts.

Cyber Security, Don't be the Next Headline (Carriers & Brokers)
In this session, we will host a panel of experts to discuss the ten most important things you need to do to keep your systems and your data safe.

KSM Benchmark Program (Carriers)
In its fourth year, the McLeod/Katz, Sapper & Miller (KSM) benchmark program continues to shed light on the range of operational performance levels against different metrics. In this session, Tim Almack of KSM will share some insights from the 2016 study.

Logistics Companies, The Right KPIs for Your Organization (Logistics)
Several brokers will explain how they use and react to their most important Key Performance Indicators (KPIs) on a daily basis.

Managing Your back Office Process (Carriers & Brokers)
In this session we will show you some short cuts, best practices, and techniques for streamling various processes in your back office operations, including reconciliation tasks.

Managing HOS and Planning in the Era of the ELD Mandate (Carriers)
What are the secrets to not losing capacity, keeping your drivers moving, and doing the best job of planning in the ELD environment? Join us for this informative panel discussion with several McLeod customers.

Managing Your EDI (Carriers & Brokers)
Your EDI performance is crucial to your company's image with your customers. There are many things you can do to improve and sustain your EDI performance, and in this session, we will share a number of the best practices you can implement today.

Mergers and Acquisitions, Preparation & Aftermath (Carriers & Brokers)
An expert panel will bring different perspectives to a robust discussion of this important topic in the life of many companies today. We will present the perspectives of the investors/buyers, acquirers, analysts, and investment bankers along with a few CFOs who have lived it.

Mixing Financial and Operational Data in Your Company Analytics and Reporting (Carriers & Brokers)
Our panel of transportation industry CFOs will discuss their approach to mixing financial and operational data in the analysis that they and their management teams consume. They will share their best practices and insights on “how to.”  Our panelists will also explain how they are trying to keep variances from impacting decisions, and how they work to give their management confidence in the numbers.

Reporting with McLeod IQ (Carriers & Brokers)
McLeod IQ, our new data warehouse and business intelligence solution, is the easiest tool McLeod customers have ever had for custom reporting and analysis. In this session, we will show you how it works and open your eyes to the all the possibilities it presents.

Setting Up and Managing Permissions and Profiles, Maintaining Your Master Files & Control Files (Carriers & Brokers)
Gain a better understanding of how to set up, manage, and change permissions and profiles. Plus learn how to maintain the master files and control files that were set up in your initial implementation.

Setting Up Revenue and Expense Allocation (Carriers & Brokers)
In this session, we will show you how to set up the Revenue and Expense Allocation in your McLeod system, and how it can be used in reporting.

Shippers Perspective (Carriers & Brokers)
In this panel session a group of shippers will discuss the changing pressures they face and how they hope to engage their transportation providers going forward.

Successful LTL Brokerage (Logistics)
In this customer panel discussion, several companies will share their insights on integrating LTL brokerage into their operations and  lessons they have learned.

System Security, Backup, and Recovery Best Practices (Carriers & Brokers)
The outside threats to security and data integrity have never been greater. In this session, we will review the best practices for system security, maintenance, and recovery. Every company wants the best performance from their current system while protecting their business against any contingency. Our systems team will help you understand how.

The Demographics of Driver Management (Carriers)
In this session, we will discuss the important aspect of demographics, and how it impacts the way you need to manage in the era of a changing driver workforce. Join us for this lively panel discussion.

Using Advanced Planning to Optimize Your Network and Operations (Carriers)
In this session, carriers will discuss how they have optimized their planning process using the Manhattan Associates tools, and share the impact it has had on their network.

Using FlowLogix to Build Your Own Business Process Automation Solutions (Carriers & Brokers)
McLeod FlowLogix, when purchased with the editor, is a powerful tool both carriers and brokers can use to build their own business process automation and workflow solutions. Several McLeod customers will share how they have done this and lessons learned along the way.

Using Lane Analysis and Profitability Analysis to Influence Your Strategic and Tactical Decisions (Carriers)
Are you serving the right customers? How do you know? Several McLeod customers will share how using lane and profitability analysis drives the choices they make.

Using McLeod Pricing and Bid Management (Carriers & Brokers)
Learn how to set up and use the McLeod Pricing & Bid Management module to become more efficient in your bid responses and far more effective in making the pricing decisions that go into those responses.

Using the Newest Version of Responsibility Filtering to Segment Your Users, Agents, Terminals, and Divisions (Carriers & Brokers)
In this session, our trainers will help you learn how to use the newest version of Responsibility Filtering within your LoadMaster or PowerBroker system. Discover some of the best ways to use it for segmenting and segregating users and operations within your company.

Using the Rapid Alert Notification System (RANS) (Carriers & Brokers)
Our trainers will help you understand how McLeod's Rapid Alert Notification System (RANS) works and how you can configure it. We will also share some best practices for setting up ad using RANS.

What FSMA Really Means for Refrigerated Carriers (Carriers)
Jon Samson, Executive Director of the Agricultural and Food Transporters Conference of the American Trucking Associations will lead this panel discussion about the actual impacts of the Food Safety Modernization Act and the road ahead for refrigerated carriers who serve the food market place.

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