Today, many companies are implementing mobile capture solutions so drivers can upload delivery documents to the back office more quickly. These mobile solutions often achieve this goal, but with one catch: the burden of identifying and correcting delivery exceptions still rests on the billing and indexing staff. This can be remedied by connecting your mobile capture solution with workflow solutions that are integrated to your dispatch system.

Granted, some mobile capture solutions provide the ability for drivers to select exceptions within a given delivery. However, these solutions are difficult to modify, requiring drivers to type the exception data which updates the dispatch system without the review of the billing team. This process creates extra work for drivers, lowers a company’s ability to work by exception and increases the chance that an incorrect invoice will be presented to a client. This is where AI can help.

AI Workflows Linked to Mobile Capture Take Your Billing Process to the Next Level

Carriers utilizing AI-driven workflows are able to work by exception, processing over seventy percent of their transactions without billing staff intervention. This capability is based on comparing data points within the dispatch system, delivery data from the driver through the mobile solution, and the delivery documents created by the indexing process. By comparing the data and ensuring that a minimum number of data points match, the dispatch information is updated and the transaction is processed.

Creating these data points typically requires effort from both the driver and the indexer, which delays the process and often impacts a driver’s job satisfaction. Some transportation industry segments have more potential for exceptions than others. For example, fuel hauling carriers may have product, gallons, origin, destination and load around exceptions. A dry van carrier may have detention, lumpers and OS&D as possible exceptions. By allowing a driver to easily identify an exception to a delivery or enter a shipper-specific special instruction directly into the workflow, carriers experience a more efficient and accurate billing processes – and drivers’ responsibilities are simplified.

Intuitive Interface Supports a Positive Driver and Biller Experience

A simplified and intuitive interface for drivers and billing staff improves productivity, accuracy, and staff satisfaction. Drivers can select specific delivery exceptions that update billing workflows. Billers are able to identify and correct delivery information directly through their workflow interface. Through integrations into the dispatch system, billers can work in a single interface which eliminates the opportunity for data entry errors, reduces the time to process the transaction, and minimizes the need to learn multiple systems.

Visibility to Exceptions Improves Operations and Customer Satisfaction

Exceptions entered by drivers through their mobile solutions offer carriers an opportunity to react in near real-time to a situation. Through BI reporting, those exceptions can be delivered immediately to dispatchers and load planners, offering insight to the delivery exception. The ability to have this information in a more timely manner positions carriers to respond to exceptions more quickly and – if required – inform their customers, creating a more positive customer experience.

Exception-Based Processing Delivers Results

Exception-based processing begins at the point of document capture with the integration between an AI-based workflow solution and the dispatch system. To improve accuracy in the invoicing and settlement process, it is imperative to select a mobile capture solution with the capability to easily provide data to critical systems. With these applications in place, your company will be able to improve operations, reduce costs, and increase customer satisfaction and driver retention. To learn more about EBE’s AI-driven workflows that can make a difference in your organization, visit …