ERP & SYSTEMS
CargoWise One Consulting & Training
We support you throughout your CargoWise One transition. The system is implemented, data is migrated, and your team is trained to use it all while keeping your operations running without interruption.
The Transition Happens Without Disrupting Operations
CargoWise One is a powerful system, but the transition process can be challenging for logistics companies. Data from the legacy system, an operations team that needs to adapt to new workflows, and day-to-day business activities that cannot stop all need to be managed simultaneously.
We have been through this transition before. We know where things can go wrong, where teams may struggle, and which financial settings need to be configured correctly from the start. We manage both the technical migration and team training together, ensuring a smooth transition while keeping your operations running.
WHAT WE DO
Migration Planning
Reviewing your existing system and defining the migration timeline and implementation phases.
Data Migration
Controlled transfer of customer accounts, rate sheets, and customer information into CargoWise One.
Finance Module Configuration
Setting up the chart of accounts, invoice templates, and accounting integration.
Operations Team Training
Hands-on training covering job creation, consolidation, documentation, and daily operational workflows.
Finance Team Training
Training on billing, cost tracking, customer accounts, and reporting modules.
Post-Migration Support
Close monitoring during the initial period after go-live and prompt resolution of any issues that arise.
WHO IT'S FOR
Companies Moving to CargoWise One
Logistics and freight forwarding companies that have purchased the system but prefer not to manage the transition process on their own.
Companies Not Using the System Efficiently
Businesses that have been using CargoWise for years but are not taking full advantage of its modules and still rely on Excel for some of their processes.
Companies Looking for Team Training
Businesses that are onboarding new employees or want to improve their existing team's proficiency with the system.
HOW WE WORK
Current State Analysis
We identify which modules you are using and which processes are still being managed outside the system.
Roadmap
We define the phases, responsibilities, and timeline for the migration or improvement process in writing.
Implementation & Training
The system is configured, data is migrated, and your teams are trained while carrying out their day-to-day tasks.
Monitoring & Improvement
During the first few months, we monitor system usage, address any issues, and provide additional training when needed.
Why CargoWise?
CargoWise One is one of the most widely used systems in international freight forwarding and logistics. It brings operations, documentation, finance, and reporting together on a single platform. When properly implemented, it can significantly reduce the need for separate software systems.
Let’s Plan Your Transition Together
Let’s discuss your current setup and determine together how your migration or improvement process should move forward.