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4 Things You Must Have in a Mobile Capture Solution

4 Things You Must Have in a Mobile Capture Solution

When looking for a mobile capture solution, the options can be overwhelming. Which solution is best? While that depends on your goal, becoming more efficient and reducing costs is usually the number one reason carriers choose a mobile capture solution.

But not all mobile capture solutions are the same. Here are four things that should be in every mobile capture solution you’re considering:

  1. AI-Driven Workflows
    Carriers using AI-driven workflows can work by exception, processing over 70% of their transactions without billing staff intervention. This capability is based on comparing data points within the dispatch system, delivery data from drivers 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 transactions are processed.

    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, reduces 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.

    Creating these data points typically requires effort from both drivers and indexers, which delays the process and often impacts a drivers’ 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 drivers to easily identify exceptions to deliveries or enter shipper-specific special instructions directly into the workflow, carriers experience more efficient and accurate billing processes – and drivers’ responsibilities are simplified.
  2. Intuitive Interface
    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 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 data entry errors, reduces the time to process the transaction, and minimizes the need to learn multiple systems.
  3. Visibility to Exceptions
    Exceptions entered by drivers through their mobile solution allow carriers to react to situations in near real-time. Through BI reporting, those exceptions can be delivered immediately to dispatchers and load planners, offering insight to the delivery exceptions. By receiving this information quicker, carriers can respond to exceptions faster as well and, if required, inform their customers, creating more positive experiences.
  4. Exception-Based Processing
    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’s 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.

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