Education Breakout Sessions

 

Best Practices for Configuring and Using the Driver Scorecard Module (Carriers)
Learn how to set up the LoadMaster Driver Scorecard for your company and understand some best practices for using this tool to coach and recognize your drivers.

Best Practices for Driver Management (Carriers)
Our trainers and customer advocates will share with you a set of best practices for using the system to support your driver management process.

Best Practices for Making Your Daily Numbers (Logistics)
In this session, our trainers and customer advocates will share with you a set of best practices for using the system to support your daily brokerage operations in ways that help you reach your goals every day, with the right interpretation of your data and how you should act on it.

Best Practices for Planning (Carriers)
Our trainers and McLeod customer advocates will share with you a set of best practices for using the system to support your planning process.

Best Practices for Setting Up and Using the Driver Detention Module (Carriers)
Our trainers will show you the details and best practices for setting up the Driver Detention module and effectively using it to be proactive and get paid for detention.

Best Practices for Setting Up and Using the Safety Module (Carriers)
Our trainers will show you how to set up the Safety Module in your LoadMaster system, along with ways your safety team can use it more effectively.

Carrier Scorecard (Logistics)
In this session, we will show you how to set up the new Carrier Scorecard in PowerBroker, and several current McLeod customers will discuss their best practices for configuring and using the Carrier Scorecard in their daily operations.

Introduction to DocumentPower and FlowLogix (Carriers & Brokers)
In this session, we will give you a "101" level introduction to the DocumentPower and FlowLogix family of products, including the base DocumentPower imaging system, FlowLogix Workflow, and all of the complimentary elements of this product suite, such as eForms, Logix Apps, Logix Designer, plus the pre-packaged Logix Solutions. This session is intended for current McLeod customers who are not yet using, or not yet familiar with, our imaging and workflow products.

Managing Your Back Office Process (Carriers & Brokers)
In this session we will show you some short cuts, best practices, and techniques for streamling various processes in your back office operations, including reconciliation tasks.

Managing Your EDI (Carriers & Brokers)
Your EDI performance is crucial to your company's image with your customers. There are many things you can do to improve and sustain your EDI performance, and in this session, we will share a number of the best practices you can implement today.

Reporting with McLeod IQ (Carriers & Brokers)
McLeod IQ, our new data warehouse and business intelligence solution, is the easiest tool McLeod customers have ever had for custom reporting and analysis. In this session, we will show you how it works and open your eyes to the all the possibilities it presents.

Setting Up and Managing Permissions and Profiles, Maintaining Your Master Files & Control Files (Carriers & Brokers)
Gain a better understanding of how to set up, manage, and change permissions and profiles. Plus learn how to maintain the master files and control files that were set up in your initial implementation.

Setting Up Revenue and Expense Allocation (Carriers & Brokers)
In this session, we will show you how to set up the Revenue and Expense Allocation in your McLeod system, and how it can be used in reporting.

System Security, Backup, and Recovery Best Practices (Carriers & Brokers)
The outside threats to security and data integrity have never been greater. In this session, we will review the best practices for system security, maintenance, and recovery. Every company wants the best performance from their current system while protecting their business against any contingency. Our systems team will help you understand how.

Using McLeod Anywhere (Carriers & Brokers)
This session will include an overview of the capabilities, best practices, and practical uses for the McLeod Anywhere product.

Using McLeod Pricing and Bid Management (Carriers & Brokers)
Learn how to set up and use the McLeod Pricing & Bid Management module to become more efficient in your bid responses and far more effective in making the pricing decisions that go into those responses.

Using the McLeod API (Carriers & Brokers)
In this session, we will give you a technical overview of the McLeod Application Program Interface (API) product and how it can be used with web services for integration solutions with your LoadMaster and PowerBroker systems.

Using the Newest Version of Responsibility Filtering to Segment Your Users, Agents, Terminals, and Divisions (Carriers & Brokers)
In this session, our trainers will help you learn how to use the newest version of Responsibility Filtering within your LoadMaster or PowerBroker system. Discover some of the best ways to use it for segmenting and segregating users and operations within your company.

Using the Rapid Alert Notification System (RANS) (Carriers & Brokers)
Our trainers will help you understand how McLeod's Rapid Alert Notification System (RANS) works and how you can configure it. We will also share some best practices for setting up ad using RANS.

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