Project Deliverables

Implement a globally aligned finance and finance control system (global P/L structure, operator productivity measures and KPI’s, profit / cost center structure, intercompany invoicing and accounting scheme
Implement a centralized and standardized approach to manage and close the file ledgers and volume statistics (e.g., kg, TEU, cbm) for the freight forwarding business
Implement an Operations Control Dashboard for the freight forwarding business
Implement an accurate file-based profit-sharing system for the international freight forwarding business

Global Operational Excellence Team Structure

The team below allows for anyone in the regional operations to have path of escalation and resolution with respect to topics around Process, Systems and Performance Management. The people in the org chart below & their relevant contact details by region have been made available.

Global Operational Excellence Team Contact List & Escalation Path

Geographical Scope	Name	Contact Level	Email

Geographical Scope	Name	Contact Level	Email
Americas	Jacquelene Manfredini	Escalation	jacquelene.manfredini@sekologistics.com
Americas	Rebecca Runstrom	Primary	Rebecca.Runstrom@sekologistics.com
Americas	Nicki Genis Boyle	Primary	Nicki.GenisBoyle@sekologistics.com
Americas	Veronica Fallin	Primary	Veronica.Fallin@sekologistics.com
EMEA	Corinne LeClercq	Escalation	Corinne.Leclercq@sekologistics.com
APAC	Annie Wu	Escalation	Annie.wu@sekologistics.com
APAC (VN+TH+SG+BD+IN+MY)	Claire Chen	Primary	Claire.chen@sekologistics.com
APAC (CN+HK+TW)	Nicola Lin	Primary	Nicola.lin@sekologistics.com
APAC (ANZ)	Joshua Lilliss	Primary	Joshua.lilliss@sekologistics.com

Global Operations Control Dashboard (OCD) - Training

SEKO Launched the Operations Control Dashboard (OCD) July 5 ,2023 with the purpose to ensure that every operator, department manager & branch manager globally is able to view their performance Vs Globally established KPI’s . This tool has been rolled out globally and is the foundation and basis of Global Operational Excellence & Reporting Excellence. All operators should have access to the OCD and utilize this daily to monitor exceptions. If you need access to the OCD contact your regional corporate sponsor for Operational Excellence

Click Here to Access the Operations Control Dashboard

Check out this short 3 minute video on how to navigate and use the OCD

Operations Control Dashboard Metrics (Definition & Logic)

Late Billing Metrics

SEKO went live on July 5th with Late Billing KPIs. Late billing logic is strictly looking for the 1st Accounts Receivable billing invoice/sales invoice to be issued. Once that is issued the job will fall off the late billing dashboard. For files that are cost only and no receivable invoice will be issued, operators must put in a profit and loss reason code against the job in order for the job to fall off the dashboard. For BCN files, the dashboard is looking strictly at the ASM shipment type lead master file for the receivable invoice. If the BCN files are entered properly the sub jobs will not appear on the dashboard.

Direction & Product	Trigger 1	Trigger 2	Trigger 3	Fall Back

Direction & Product	Trigger 1	Trigger 2	Trigger 3	Fall Back
Ground	Actual Delivered Date + 3 Days			Job Open +30 Days
Air Export	Actual Departure + 2 Days			Job Open +30 Days
Air Import	Actual Delivered Date + 3 Days	Estimated Arrival + 5 Days		Job Open +30 Days
Air Cross Trade	Actual Delivered Date + 3 Days	Estimated Arrival + 5 Days		Job Open +30 Days
Ocean Export	Actual Departure + 3 Days	ETD + 7 Days		Job Open +30 Days
Ocean Import	Actual Delivered Date + 3 Days	Estimated Arrival + 10 Days	Actual Departure + 60 Days	Job Open +75 Days
Ocean Cross Trade	Actual Delivered Date + 3 Days	Estimated Arrival + 10 Days	Actual Departure + 60 Days	Job Open +75 Days
Brokerage	Customs Cleared + 7 Days	Actual Arrival + 10 Days		Job Open +60 Days
Contract Logistics				Month End + 5 Days
Periodic Invoicing	Agreed Configuration Date set up in ORG Profile
None of the Above				Job Open +30 Days

Gross Profit (GP) Accuracy Metrics

SEKO went live with GP Accuracy on September 11th 2023 With Phase 1 & 2

Phase	Exception	Logic	Trigger Days	Trigger Event

Phase	Exception	Logic	Trigger Days	Trigger Event
2	Aged Non Complete Jobs	Jobs in a working status WRK , 30 days AFTER Target Billing Date includes Status - CUS, INV, RDD, JRA , JRB , JRC	Refer On time Billing per product/ mode + 30 days from target billing date
2	Aged Unclosed	Job not in CLS ,JRC, IHL AND WHL , status date present 240 days, after Target billing date	240	From Target Billing date
1	Aged Unrecognized Transactions	Shipments with unrecognized costs older than the target billing date.	0 days	From Target Billing Date
2	Aged WHL/ IHL Status	Shipments that have a job status of WHL/IHL for more than 90 days	90	Job Status change date
1	Aged Recognized WIP MEASURE IS +30 DAYS FROM Target Billing Date/WIP Create Date	Shipments with recognized WIP older than X days WHEN THE USER AS A WIP (A SALES INVOICE) JOB IS RECOGNISED	30	30 days from target billing date/ WIP create date
2	Excessive Margin	Shipments with a margin above 50% , in combination with Job Status & NO PNL Reason Code	50%	GP % = REV + WIP + CST + ACR)// (REV + WIP)
2	Financial Closure	Shows all jobs which are status JFC, which is 30 days prior to Auto Closure to CLS	30 days prior to auto closure	Shows all jobs which are status JFC to review open WIPS & Accruals
3	Incorrect Charge Code Usage	This metric is for all jobs and not limited to intercompany. However, this is a Critical Metric to ensure usage of Global Charge Codes is monitored to ensure that Auto Post Failures on intercompany transactions are reduced. Review the intercompany invoicing PowerPoint for a reminder on where to locate Global Charge Codes within CargoWise	Immediate	Use of NON Global Charge Code
2	Job Dept Error	Will provide the correct department in separate Column		Job Dept Auto Defaults - Based on Job Type, Mode, Directions (Service Level required for International Parcel) KPI is providing the Flag and the "Correct dept" as another column. All jobs opened up to July 2023, have been bulk updated for errors. After July 2023 errors must be manually corrected
1	Negative Margin	Where GP < 0 & NO PNL reason code		Upon marking job CMP
3	Transaction Department Error	Shows any Transactions under the billing tab that have a Department mismatch Vs the Job header department. This is a 2^nd check following correction of Job Dept Error released previously. Unposted transactions must be corrected daily and Posted transactions corrected centrally 1 time per month.	Immediate	Upon posting of transaction lines where job department does not match the job header department
3	Aged ACR	Shipments with ACR older than 90 days, not in Job Status WHL & IHL Accrued a supplier cost and not Posted supplier invoice.	90	Unposted ACR aged past 90 days of ACR date
3	Duplicate Intercompany Costs	For intercompany jobs only. Metric highlights which files may have a duplicate cost with respect to intercompany postings. This is important for managers to ensure they are monitoring their intercompany ACR & CST actively.
3	Est vs Actual Intercompany Cost Variance	This is for intercompany jobs only. Metric highlights where accruals have been entered and intercompany cost posted, the variance between the estimated entry of the accrual versus actual cost posted. This will help identify if the sister company has possibly billed incorrectly vs what was to be expected.
3	Negative Out of Period Transactions	A job which has negative out-of-period transactions if the total GP booked in all reporting months after the job recognition month is negative.	Current reporting month

How to Fix GP Accuracy Errors

Click here to view how to fix GP Accuracy Errors

Milestone Completeness Performance Metrics

Milestone	Fix	Ocean	Air	Road	Trigger

Milestone	Fix	Ocean	Air	Road	Trigger
Departure Completeness	Ensure all ATD Milestones are completed for all legs on Consol>Routing Tab, and Shipment level ETD is entered.	72 hours	24 hours	36 hours	From ETD
Arrival Completeness	Ensure all ATD Milestones are completed for all legs on Consol>Routing Tab, and Shipment level ETA is entered.	168 hours	36 hours	36 hours	From ETA
Proof of Delivery Completeness*	LCL & Airfreight = Ensure Actual Delivery date is updated on Shipment>Delivery Tab>Actual Delivery FCL = Ensure Actual Delivery Date is Updated from Consol>Containers>Import Process>Actual Delivery Date Per container. Upon delivery completion of the last container CargoWise will auto update the Shipment>Delivery Tab>Actual Delivery Date of the last container	24 hours	24 hours	24 hours	From Est Delivery
*Delivery Dates are required for all shipments. If SEKO is not doing the actual delivery, actual delivery date is still mandatory and should be the date SEKO’s responsibility has ended for the file

Data Quality

Data quality KPIs are now available and actionable on the OCD. All files including brokerage and shipments require a controlling agent and controlling customer to be entered. Below are the definitions of controlling customer and agent.

Controlling Customer – Is a CargoWise term that appears in an Organization Record and in a One-Off Quote, Booking, and Shipment. It is defined as an external customer organization that controls a Shipment. The highest client family level and will be used to track client reporting. SEKO should never be a controlling customer. For routed business and if the controlling customer is unknown, enter the foreign shipper or consignee as controlling customer

Controlling Agent - Is a CargoWise term that appears in an Organization Record and in a One-Off Quote, Booking, and Shipment. It is defined as the internal party that owns the commercial relationship with the controlling customer and will be used to track controlling station reporting.

To Fix: Enter proper controlling agent and customer on all files where controlling agent and customer are blank. For controlling customers listed as SEKO - update the file to show corrected controlling customer

CashFlow Management

The Cashflow Management sections of the OCD provides important visibility to our Operators, Department & Branch Managers with regards to how their respective Teams are Collecting cash from our Clients as well as ensuring intercompany postings & relevant claims are processed on time.

Overdue 3rd Party AR : This section allows by Aging bracket in days after the invoice due date for Operators to understand which 3rd party Accounts are due to be collected from. Please Note this is more for Managers to get an overview and not for Operators to be chasing Clients all the time , as there is a delay of atleast 48 hours once Finance upates payments recieved in CW1 to it reflecting on the OCD. In future enhancements of our PBI Environment we will be aiming to get this refresh time down to much closer to real Time
Overdue Intercompany AR : This section allows by Action Status the Overdue Intercompany Invoices that have not been posted and operators can use the Bill to / From Branch filters to quickly know what invoices are pending to be cleared by them
Pending Claims : This Section allows users to quickly view the pending claims that have come in from overseas branches against specific Jobs. This reflects the AR & AP Claims section of CW1

Global Operations Excellence Roadmap

KPI/Process Change	Go Live Date	Notes

KPI/Process Change	Go Live Date	Notes
*Late Billing	Completed July 2023	Global standard metrics for timely billing and launch of OCD Operations Control Dashboard
**Phasing	Completed July 2023	Mandatory date fields required for origin and destination
**Job Management	Completed July 2023	Auto Closure of CargoWise Jobs after 6 months of First AR.
**Global Charge Codes	Completed July 2023	Usage of the new Global Charge codes especially when intercompany billing
*GP Accuracy	Completed November 6th 2023	Phase 1-3 Completed
**Intercompany Auto Invoicing & Profit Share	Completed November 8th, 2023	Auto posting of intercompany invoices Pre-Requisite using new Global Charge Codes
*Milestones & Data Quality KPI	Completed November 21st, 2023	New KPI for performance on milestone entry & Data Quality
*Billing Completeness	TBD	Focus on ensuring billing is completed for duties, taxes, storage, demurrage, per diem, detention, etc.
*Cashflow Management	Completed August 2024	Aging visibility for Third Party and Intercompany Invoicing Aging
Global Auto Rating & Auto Costing	November - December 2023 - Go Live	Intro to new shared service center and begin process of standard rate collection to support moving GP recognition to origin. KPI is to be at 80% Globally for All Countries
**File Management SOP	Completed May 2024	Global Roll Out of File Management SOP standardizing globally how files are processed financially
**Global CargoWise Support Site	Completed Feb 2024 - LIVE	Re-Launch of Global CargoWise Support Site with updated Globally Standard CargoWise SOPs

Recorded Training Webinars & Documents

Topic	Webinar Date	Video

Topic	Webinar Date	Video
Operations Control Dashboard GP Accuracy Phase 1 Power Point Training	September 13, 2023	GP Accuracy Webinar Recording
Operations Control Dashboard GP Accuracy Phase 2 Power Point Training	September 2023
Operations Control Dashboard GP Accuracy Phase 3 Power Point Training	November 8th, 2023
Intercompany Auto Posting Power Point	November 2nd, 2023
Operations Control Dashboard Milestone Power Point Training	November 20th, 2023

Global Operational Excellence Support

Global Operational Excellence (Lightspeed) Performance Metrics & Training Material