01Map Shipment Events and HandoffsIdentify the booking, collection, depot, delivery and customer-service events that trigger work. Agree on shipment identifiers, authoritative data sources, exception owners and the operational measures to track before configuring automation.
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02Configure Rules and Approved ConnectionsUse available, authorised interfaces or controlled file exchanges to supply shipment records, messages and documents. Configure field mappings, service calendars, escalation thresholds, message templates and access permissions for the selected workflows.
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03Test Exceptions and Human Approval GatesRun representative cases such as duplicate bookings, missing scans, disputed delivery and incomplete customs paperwork. Require human review for liability, compensation, customs declarations, contractual commitments and other high-stakes professional decisions.
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04Launch a Controlled Pilot and MeasureStart with a defined depot, service or customer group, with logging and a manual fallback. Review queue age, exception resolution time, document completeness and response accuracy before expanding the scope.