Step 1 of 12 8% Process Questions 1. Do you have a formal, documented carrier strategy or sourcing process to guide who you use, at what rate, and when? Answer1(Required) Yes No Why this matters: Carrier selection is one of the biggest cost drivers in transportation. Without a structured sourcing strategy, decisions are often made ad hoc, leading to higher spend and inconsistent service.This field is hidden when viewing the formquestion1Do you have a formal, documented carrier strategy or sourcing process to guide who you use, at what rate, and when? This field is hidden when viewing the formwtm1Carrier selection is one of the biggest cost drivers in transportation. Without a structured sourcing strategy, decisions are often made ad hoc, leading to higher spend and inconsistent service.This field is hidden when viewing the formrecd1JBF recommends developing a carrier strategy and routing guide to create the policy backbone your TMS will reference when assigning carriers and enforcing contract compliance. Process Questions 2. Do you use logic-based rules or optimization (manual or system-supported) to consolidate orders, select carriers, or build loads?Answer2(Required) Yes No Why this matters: A standardized planning process ensures repeatability and scalability. Without it, even the best technology will reinforce operational inconsistency and most organizations leave money and efficiency on the table. This field is hidden when viewing the formquestion2Do you use logic-based rules or optimization (manual or system-supported) to consolidate orders, select carriers, or build loads?This field is hidden when viewing the formwtm2A standardized planning process ensures repeatability and scalability. Without it, even the best technology will reinforce operational inconsistency and most organizations leave money and efficiency on the table. This field is hidden when viewing the formrecd2JBF recommends identifying planning scenarios that can be coded into logic (i.e. ship window constraints, consolidation rules, etc.) to ensure a future TMS configuration reflects how you operate and avoids relying on tribal knowledge. Process Questions 3. Are transportation exceptions (i.e. delays, rejections, missed pickups) tracked and reviewed through a structured process?Answer3(Required) Yes No Why this matters: Without a defined exception management process that includes trend review and root-cause analysis, issues recur and cost and service performance degrade over time.This field is hidden when viewing the formquestion3Are transportation exceptions (i.e. delays, rejections, missed pickups) tracked and reviewed through a structured process?This field is hidden when viewing the formwtm3Without a defined exception management process that includes trend review and root-cause analysis, issues recur and cost and service performance degrade over time.This field is hidden when viewing the formrecd3JBF recommends implementing a standardized exception workflow before implementation, enabling the TMS can surface and escalate issues to the right owners and trigger improvement loops post go-live. Process Questions 4. Do you have a documented freight audit and settlement process to ensure invoice accuracy before payment?Answer4(Required) Yes No Why this matters: Inaccurate or inconsistent freight payment drains margin and damages carrier relationships. A TMS is only as trustworthy as the financial control and validation process behind it.This field is hidden when viewing the formquestion4Do you have a documented freight audit and settlement process to ensure invoice accuracy before payment?This field is hidden when viewing the formwtm4Inaccurate or inconsistent freight payment drains margin and damages carrier relationships. A TMS is only as trustworthy as the financial control and validation process behind it.This field is hidden when viewing the formrecd4JBF recommends aligning audit processes and logic upfront, so your TMS can be configured to match expected invoice behaviors, reducing payment errors and post-implementation surprises. Process Questions 5. Have you defined a set of transportation KPIs that you regularly review to measure cost and service performance?Answer5(Required) Yes No Why this matters: Defining and reviewing KPIs builds habits that make TMS outputs more actionable. Starting with a basic set of cost and service metrics allows the organization to assess impact and track trends.This field is hidden when viewing the formquestion5Have you defined a set of transportation KPIs that you regularly review to measure cost and service performance?This field is hidden when viewing the formwtm5Defining and reviewing KPIs builds habits that make TMS outputs more actionable. Starting with a basic set of cost and service metrics allows the organization to assess impact and track trends.This field is hidden when viewing the formrecd5JBF recommends selecting a small number of meaningful KPIs (i.e. cost per shipment/per unit, planned vs. actual spend, O-D on-time performance, carrier acceptance) to create a foundational starting point for process improvement. Process Questions 6. Do you have transportation-related business rules (i.e. mode selection, accessorial approvals, carrier preferences) documented in a way that could be used for system configuration to support your TMS goals, including upstream, downstream, and adjacent systems?Answer6(Required) Yes No Why this matters: A TMS needs defined logic to drive automation. If decisions rely on tribal knowledge or case-by-case judgment, implementations can stall as teams try to define logic in real time. This field is hidden when viewing the formquestion6Do you have transportation-related business rules (i.e. mode selection, accessorial approvals, carrier preferences) documented in a way that could be used for system configuration to support your TMS goals, including upstream, downstream, and adjacent systems?This field is hidden when viewing the formwtm6A TMS needs defined logic to drive automation. If decisions rely on tribal knowledge or case-by-case judgment, implementations can stall as teams try to define logic in real time.This field is hidden when viewing the formrecd6JBF recommends documenting critical operational requirements for your most common transportation decisions so your team. Data Questions 7. Do you have consistent, system-based data inputs for transportation such as orders, ship-from/ship-to info, and service level requirements?Answer7(Required) Yes No Why this matters: TMS performance depends on clean inputs. Transportation data should include accurate origins/destinations, modes, service levels, ship windows, and weights.This field is hidden when viewing the formquestion7Do you have consistent, system-based data inputs for transportation such as orders, ship-from/ship-to info, and service level requirements?This field is hidden when viewing the formwtm7TMS performance depends on clean inputs. Transportation data should include accurate origins/destinations, modes, service levels, ship windows, and weights.This field is hidden when viewing the formrecd7JBF recommends identifying where your transportation-critical data originates, confirming that fields like origin/destination, ship window, and mode are captured and accurate, and aligning upstream systems or processes before evaluating TMS vendors. Data Questions 8. Do you know which systems (e.g. ERP, WMS, order management, A/P) would need to connect to a future or current TMS?Answer8(Required) Yes No Why this matters: System integrations become a major enabler of automation efforts over time. Knowing which platforms can and should be integrated with a TMS helps define scope and prepare for future scaling.This field is hidden when viewing the formquestion8Do you know which systems (e.g. ERP, WMS, order management, A/P) would need to connect to a future or current TMS?This field is hidden when viewing the formwtm8System integrations become a major enabler of automation efforts over time. Knowing which platforms can and should be integrated with a TMS helps define scope and prepare for future scaling.This field is hidden when viewing the formrecd8JBF recommends mapping upstream and downstream systems (from order creation to invoice approval) to define required touchpoints before selecting or implementing a TMS. People Questions 9. Is there clear accountability within your organization for transportation performance and the successful use of transportation systems?Answer9(Required) Yes No Why this matters: Clearly defined accountability helps ensure that transportation processes and system-supported workflows are maintained, monitored, and continuously improved.This field is hidden when viewing the formquestion9Is there clear accountability within your organization for transportation performance and the successful use of transportation systems?This field is hidden when viewing the formwtm9Clearly defined accountability helps ensure that transportation processes and system-supported workflows are maintained, monitored, and continuously improved.This field is hidden when viewing the formrecd9JBF recommends clarifying roles or assigning responsibility for both operational performance and technology support to ensure sustained alignment and decision-making after implementation. People Questions 10. Are stakeholders outside of transportation (i.e. IT, finance, customer service) aware of how transportation systems and decisions may impact their function?Answer10(Required) Yes No Why this matters: TMS implementation and adoption often touches multiple functions. Cross-functional awareness ensures smoother change management, better integration, and stronger buy-in.This field is hidden when viewing the formquestion10Are stakeholders outside of transportation (i.e. IT, finance, customer service) aware of how transportation systems and decisions may impact their function?This field is hidden when viewing the formwtm10TMS implementation and adoption often touches multiple functions. Cross-functional awareness ensures smoother change management, better integration, and stronger buy-in.This field is hidden when viewing the formrecd10JBF recommends mapping where transportation decisions intersect with other functions (i.e. finance for invoice timing, customer service for delivery visibility) and engaging those stakeholders early to identify dependencies and potential integration needs. People Questions 11. Are transportation teams prepared to adopt new tools and workflows, with change supported by leadership?Answer11(Required) Yes No Why this matters: Adopting new systems often requires shifts in process and behaviors. Support from leadership and a willingness to adapt are key to sustaining those changes.This field is hidden when viewing the formquestion11Are transportation teams prepared to adopt new tools and workflows, with change supported by leadership?This field is hidden when viewing the formwtm11Adopting new systems often requires shifts in process and behaviors. Support from leadership and a willingness to adapt are key to sustaining those changes.This field is hidden when viewing the formrecd11JBF recommends assessing the transportation team’s exposure to system-based workflows and prior change initiatives to identify where extra training, job aids, or phased rollout may be needed to support adoption and minimize disruption. This field is hidden when viewing the formSurvey Score Score: {Survey Score:73} – Limited Readiness: Your results suggest that some foundational elements needed to get value from a TMS are not yet in place. Gaps in areas like process consistency, data structure, or stakeholder alignment could slow progress or reduce impact. Before moving forward with a TMS, it’s recommended to focus on strengthening these basics to set up a solid foundation. Score: {Survey Score:73} – Emerging Readiness: Your organization has many of the right building blocks in place, but a few important gaps still need attention. You may be well-suited for a phased approach (continuing to build readiness while beginning early planning or light engagement). Targeted readiness activities can help ensure a smoother and more successful TMS implementation. Score: {Survey Score:73} – TMS-Ready: Your assessment indicates strong readiness for a TMS. Core practices, processes, and enablers are largely in place, positioning you well to evaluate or implement a solution. With thoughtful planning and change management, your organization is well prepared to move forward and realize value from a TMS. ▶ Click here to review what you entered Process {question1:99} {Answer1:27} Why this matters: {wtm1:100} {recd1:121} {question2:101} {Answer2:22} Why this matters: {wtm2:102} {recd2:122} {question3:103} {Answer3:37} Why this matters: {wtm3:104} {recd3:123} {question4:105} {Answer4:39} Why this matters: {wtm4:106} {recd4:124} {question5:107} {Answer5:44} Why this matters: {wtm4:108} {recd5:125} {question6:109} {Answer6:46} Why this matters: {wtm6:110} {recd6:126} Data {question7:111} {Answer7:56} Why this matters: {wtm7:112} {recd7:127} {question8:113} {Answer8:59} Why this matters: {wtm8:114} {recd8:128} People {question9:115} {Answer9:63} Why this matters: {wtm9:116} {recd9:129} {question10:117} {Answer10:67} Why this matters: {wtm10:118} {recd10:130} {question11:119} {Answer11:68} Why this matters: {wtm11:120} {recd11:131} Please add your contact information to receive the results of your TMS Operational Maturity Assessment.Title(Required)ConsultantManagerDirectorVPOtherName(Required) First Last Email(Required) Enter Email Confirm Email Organization Δ
