Enterprise Profile: Third-Party Logistics (3PL) & Intermodal Freight Brokerage

ERP Solution Deployed: Microsoft Dynamics 365 Finance & Supply Chain Management

Deployment Footprint: Headquarters in Chicago, IL with 4 Regional Logistics Hubs

Executive Summary

A prominent Chicago-based 3PL managing over 1,200 freight movements daily struggled with manual carrier settlements, high operational audit overhead, and latency between dispatch milestones and customer invoicing. Dynamics Stream deployed Microsoft Dynamics 365 Finance and Supply Chain Management, integrating the brokerage's proprietary Transportation Management System (TMS) with native US banking protocols and automated accounts payable (AP) OCR pipelines. The deployment slashed carrier settlement turnaround times by 82%, reduced billing dispute resolution from 5 days to 4 hours, and enabled the brokerage to scale managed freight volume by 35% without expanding back-office finance headcount.

The Operational Challenge

Rapid expansion across midwest and national freight corridors pushed the brokerage's legacy financial software past operational capacity:

1. Carrier Payment Bottlenecks & Cash Flow Friction: Dispatchers manually verified bills of lading (BOLs), rate confirmations, and accessorial fees against TMS data before hand-keying payment vouchers into accounting software, causing payment delays and carrier attrition.

2. Unbilled Accessorial Charges: Detention, fuel surcharges, and layover fees captured by drivers were frequently lost during manual re-entry, leading to unbilled freight costs that eroded gross brokerage margins.

3. Audit & Multi-State Compliance Vulnerabilities: Tracking fuel tax obligations (IFTA), multi-state tax liabilities, and disparate 1099 contractor filings across interstate lanes created mounting administrative pressure at fiscal year-end.

The Dynamics Stream Implementation Strategy

Dynamics Stream engineered an end-to-end, high-throughput ERP backbone leveraging Microsoft Dynamics 365 Finance & Supply Chain Management.

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To modernize your 3PL financial operations with Dynamics 365 Finance & Supply Chain Management, get in touch with our expert at Dynamics Stream today.