UC2018 Sessions for Brokerage & Logistics Companies

New Products

PowerBroker Update

Learn about the new features in PowerBroker. McLeod Software's growing investment in our core products is evident in these new features that bring many new capabilities to PowerBroker.

Logix Solutions Products Update 

The Logix Solutions family of complete Business Process Automation solutions built using McLeod's FlowLogix continues to grow. Learn about the latest innovations in off-the-shelf Business Process Automation.

McLeod IQ Update

McLeod IQ is the most powerful business intelligence solution in the transportation industry and one of McLeod’s fastest growing products. Learn about the new financial analysis module and other recent enhancements in the 2018 release.

DocumentPower & FlowLogix Update

New features have been added for both McLeod's DocumentPower Enterprise and FlowLogix products. Learn about these new capabilities.

McLeod’s New Carrier Mobile App

McLeod is introducing a brand new mobile app for PowerBroker customers to equip their carriers. It includes the ability to capture documents, track loads, and even offer additional loads to those carriers.

Product Idea Exchanges

Accounting Idea Exchange

In this session, the financial professionals from our current customers are invited to share their ideas for improving and expanding the system.

Data Science Idea Exchange

Bring your ideas about future Data Science projects that would bring significant value for your business.

DocumentPower and FlowLogix Idea Exchange

Our current DocumentPower and FlowLogix customers are invited to share their ideas for improving and expanding these products.

Market Insight & McLeod Exchange

We want to hear your suggestions for enhancements and new capabilities for the McLeod load exchange. One discussion topic is sure to be ways in which we could offer an API for completing the transaction between carriers and brokers who both run McLeod systems.

McLeod IQ Idea Exchange

Our current McLeod IQ customers are invited to share their ideas for improving and expanding the product.

Mobility and API Idea Exchange

Bring your ideas about future mobile applications and API's that would bring significant value for your business.

PowerBroker Idea Exchange

Our current PowerBroker customers are invited to share their ideas for improving and expanding the product.

Operations Excellence Process Management Sessions

Advanced Use of Rating and FSC

Our trainers will show you how to set up and make the best use of the McLeod Autorating engine and fuel surcharge.

Automating Your Back Office Part I: Billing, Settlements and AutoBilling

In the first of this two-session series on automating the back office, we will explore the current level of business process automation that companies are applying to the work, including the new autobilling capabilities.

Automating your Back Office Part II: Accelerate Your Billing, Manage Exceptions, and Manage Your Collections Process

Continuing the focus on back office processes, we will look at ways in which companies are accelerating their billing process, accelerating the resolution of exceptions, then proactively managing the collections process by incorporating business process automation.

Best Practices for Bringing New Employees Up to Speed

Learn how to bring new employees, who will be McLeod system users, up to speed and make them productive faster. In this session, we will share some tips that have proven successful.

Brokers: Managing & Automating Your Carrier Interactions

We will explore all of the opportunities for brokers to apply business process automation to their interactions with carriers, from onboarding to rate confirmation.

CRM Telemarketing Telephone Integration

McLeod CRM is a powerful tool for guiding your sales and marketing activities. It is even more powerful in this role, if you incorporate McLeod telephony integration as part of this solution.

Product Education Sessions

Carrier Scorecard

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

Maintaining and Optimizing Operations Control Files

Maintaining your control files is a key part of your business. Our trainers will look at optimizing operations control files for both Asset and Brokerage operations.

Managing Your EDI

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

McLeod IQ, our new data warehouse and Business Intelligence solution, is the easiest tool McLeod customers have ever had for custom reporting and analysis. Learn how it works and check out all of the possibilities it presents.

Setting Up and Using PowerBroker Callin Scripts

Learn about the new PowerBroker Callin scripts, how to set them up, and best practices for using them.

Setting Up Revenue and Expense Allocation

Learn how to set up Revenue and Expense Allocation in your McLeod system, and how it can be used in reporting.

Tax Reporting

In this session, you will learn the best ways to accomplish your full range of tax reporting tasks.

Using FlowLogix to Build Your Own Business Process Automation Solutions

McLeod FlowLogix, when purchased with the editor, is a powerful tool both carriers and brokers can use to build their own Business Process Automation and workflow solutions. Several McLeod customers will share how they have done this and their lessons learned along the way.

Using McLeod Anywhere

This session will include an overview of the capabilities, best practices, and practical uses for the McLeod Anywhere product.

Using McLeod Pricing 

Learn how to set up and use the McLeod Pricing module to become more efficient in your bid responses and  more effective in making the pricing decisions that go into those responses.

Using the McLeod API

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.

Business Process & Industry Issue Sessions

Asset Management and Tax Strategies

An expert panel will discuss asset management and tax strategies, especially what has changed in 2018 because of changes in the law and the tax code.

Becoming a Data Driven Transportation Company

Using big data can drive big insight and change the way you run your company. In this session, several successful McLeod customers will share with you how analytics are changing the way they work and helping them to make better decisions.

Change Your Culture, Change Your Performance

Learn about the importance of culture, and how it is created, managed, and maximized. In this session, we will incorporate beliefs systems and how they are impacting your company's performance right now. Learn ways to assess, then change, those beliefs to be in alignment with your goals. 

Continuous Improvement Programs, How to Make Them Work

Many transportation providers have achieved success in implementing the concept of Continuous Improvement in their organization. In this session you will get some ideas about how to start and learn what it takes to succeed.

How to Measure and Evaluate Employees

McLeod customer Jim Becker of Becker Logistics will share his approach to measuring and evaluating employees. Get some new ideas about ways to measure performance and motivate!

Logistics Companies, The Right Daily and Hourly KPIs for Your Organization

McLeod PowerBroker customers will explain how they use and react to their most important Key Performance Indicators (KPIs) on a daily basis.

Managing Risks: External Threats

A panel of IT security experts will discuss external threats, including cyber security, natural disasters, and how to put in place the protections to mitigate those threats.

Managing Risks: Internal Threats

Our panel of IT security and infrastructure experts will discuss causes of systems disruption, backup failure, system failure, how to educate employees, and best practices for Sys Admin and Disaster Recovery Planning.

Accounting for Leases

The new lease accounting standards may change your financials and future decisions. In this session, our panel of experts will discuss these major changes and their broad impact.

Using Incentive Compensation to Drive Growth and Balance Risk and Reward

Incentive compensation (variable pay) is common for sales reps and drivers, but many do not realize that it can be effectively used for other roles as well. This session will provide a basic understanding of the different types of incentive plans (commissions, goal-based bonuses, bounties, etc.) and the different considerations when setting up or changing your incentive plan, including how to determine the appropriate pay mix and the different ways salary can be used in conjunction with incentive pay. One size does not fit all, and it’s important to understand the pitfalls when making changes to what is probably one of your biggest budgetary line items. Beth Carroll is the author of “Taming the Compensation Monster” which can be found on Amazon.com.

Using Lane Analysis, Customer Analysis, and Profitability Analysis to Influence Your Strategic and Tactical Decisions

Are you serving the right customers? How do you know? Several McLeod customers will share how using Lane and Profitability Analysis drives their choices.

The Future of Trucking Sessions

An API Driven Future

In this session, we will discuss the current and future role for API's, as they are used more in trucking for things such as load tenders, blockchain interactions, and data exchange. Learn how things the entire load tendering process may change in the future. We will also explore ways in which API's could be crucial in the blockchain environment.

Blockchain: Understanding What It Is

We will take the non-technical person through the basics of what blockchain is, what it is not, and how we see it emerging in our industry. If you don't understand Blockchain today, but want to, come to this session!

Blockchain: Where We are Headed

McLeod's Ken Craig, co-founder of the Blockchain in Transport Alliance (BiTA), and members of the BiTA staff will bring you up to date on the organization's efforts and progress in creating blockchain standards for the trucking industry.

McLeod Partner Sessions

ALK Technologies

Hear the latest from ALK Technologies.


Hear the latest from DAT.

Trucker Tools

Hear the latest from Trucker Tools.


Hear the latest from Truckstop.com

Transportation Intermediaries Association Update

Bob Voltmann, President of the TIA, will bring you up-to-date on the latest developments from both on the legislative and regulatory fronts, plus the current initiatives underway at the TIA.

Women In Trucking Update

How can you attract and retain more women in leadership roles at your company? Find out some surprising facts about unconscious bias in hiring and promoting women, and learn how to avoid them.

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