Company Profile

Prospect Company Name:

Industry:
Prospect Primary Contact Name
Email:
Address:
MG Account Executive:
MG Account Executive Email:

Summary Requirements:

What is the business driver justifying this project?

When are you planning on realizing the ROI for this project?

Business and Transportation Management Profile

Annual Loads/Transports:
Annual Transportation Spend:
Number of business units or divisions that will use TMS:
Number of locations that will use TMS:
Do all divisions, business units and locations use the same transportation management processes
and methods?
Anticipated number of TMS Users:
Number of locations operating the TMS:
Number of Customers?
Do you have existing process flow charts for your transportation and/or business operations? If so,
you may upload the files here.
yes/no
Transportation Profile - Truckload

How many annual loads?

How many truckload carriers do you use?
Do you have contracts and/or negotiated rates with your TL carriers?

Which mileage determiner will you use? Please mark next to each that apply

Do you communicate via EDI with TL Carriers? If you selected yes please expand in the comments
section
How many of your truckload carriers will be integrated via EDI for this project?
Please upload a file of Carrier Names/SCACs for your EDI integrated carriers

Which EDI messages do you use? Please mark next to each that apply

Transportation Profile - Less Than Truckload (LTL)

How many annual LTL loads?

How many LTL carriers do you use?
Do you have contracts and/or negotiated rates with your LTL carriers? If you selected yes please
expand in the comments section
How many of your LTL carriers have contracts or negotiated rates?
Are LTL rates based on SMC3 Tariffs? If you selected yes please expand in the comments section
List the SMC3 Tariffs that you use:

Which of the following do you use: Please mark next to each that apply

Do you use external rate indices for LTL? If you selected yes please expand in the comments section

Please list the external rate indices that you use:

Do you communicate via EDI with LTL Carriers? If you selected yes please expand in the comments
section
How many of your LTL carriers will be integrated via EDI?
Please upload a file of Carrier Names/SCACs that should be integrated via EDI for this project

Which EDI messages do you use? Please mark next to each that apply
Which EDI messages do you use? Please mark next to each that apply

Transportation Profile - Rail

Do you ship Car Load?

How many Car Load Shipments?
Do you have published Car Load Rates with the Rail?
Do you currently integrate via EDI with Rail Carriers?
How many of your Rail carriers will be integrated via EDI?

Which EDI messages do you use? Please mark next to each that apply

Transportation Profile - Intermodal

Do you use Intermodal carriers? If you selected yes please expand in the comments section
How are your intermodal moves managed? Please mark next to each that apply

How many annual Intermodal loads?

How many Intermodal carriers do you use?
Do your Intermodal carriers have contracts and/or negotiated rates? If you selected yes please
expand in the comments section
How many of your Intermodal carriers have contracts and/or negotiated rates?
Do you communicate via EDI with Intermodal Carriers? If you selected yes please expand in the
comments section
How many of your Intermodal carriers will be integrated via EDI?
Which EDI messages do you use? Please mark next to each that apply
How many Drayage carriers do you use?
How many of your Drayage carriers have contracts and/or negotiated rates?

How many of your Drayage carriers will be integrated via EDI? Please mark next to each that apply
yes / no
PC Miler Webservices ALK
Rand McNally
Geocode

yes / no

This will help us determine in-network vs out of network carriers.

EDI 204 (Motor Carrier Load Tender)
EDI 210 (Motor Carrier Freight Details and Invoice)
EDI 214 (Transportation Carrier Shipment Status Message)
EDI 990 (Load Tender Response)
EDI 997 (Functional Acknowledgement))

yes / no

yes / no

SMC3 Carrier Connect

SMC3 Rateware

yes / no

yes / no

This will help us determine in-network vs out of network carriers.

EDI 204 (Motor Carrier Load Tender)
EDI 210 (Motor Carrier Freight Details and Invoice)
EDI 214 (Transportation Carrier Shipment Status Message)
EDI 990 (Load Tender Response)
EDI 997 (Functional Acknowledgement))

yes / no

yes / no

yes / no

EDI 301 (Intermodal container yard equipment booking)

EDI 322 (Terminal Operations / Intermodal Ramp Activity)
EDI 214 (Transportation Carrier Shipment Status Message)
EDI 404 (Rail car submit rail shipping instructions and corrections)
EDI 410 (Rail Carrier Freight Details and Invoice)
EDI 417 (Rail Carrier Waybill Interchange)
EDI 418 (Rail advance interchange consist)
EDI 423 (Plant switch list)
EDI 820 (Pay freight bills)
EDI 997 (Functional Acknowledgement)
EDI 998 (Void shipping instructions)

yes / no

We manage multi-leg moves

We use a door to door provider
Other

yes / no

yes / no

EDI 301 (Intermodal container yard equipment booking)

EDI 322 (Terminal Operations / Intermodal Ramp Activity)
EDI 214 (Transportation Carrier Shipment Status Message)
EDI 404 (Rail car submit rail shipping instructions and corrections)
EDI 410 (Rail Carrier Freight Details and Invoice)
EDI 417 (Rail Carrier Waybill Interchange)
EDI 418 (Rail advance interchange consist)
EDI 423 (Plant switch list)
EDI 820 (Pay freight bills)
EDI 997 (Functional Acknowledgement)
EDI 998 (Void shipping instructions)

EDI 301 (Intermodal container yard equipment booking)

EDI 322 (Terminal Operations / Intermodal Ramp Activity)
EDI 214 (Transportation Carrier Shipment Status Message)
EDI 404 (Rail car submit rail shipping instructions and corrections)
EDI 410 (Rail Carrier Freight Details and Invoice)
EDI 417 (Rail Carrier Waybill Interchange)
EDI 418 (Rail advance interchange consist)
EDI 423 (Plant switch list)
EDI 820 (Pay freight bills)
EDI 997 (Functional Acknowledgement)
EDI 998 (Void shipping instructions)
Comments
fill in

multi-select
multi-select
International Transportation

Do you have international transportation requirements?

Do you ship international ocean or air or both?
Are you an importer, exporter or both?
Will customs broker have access to the system?
Are your international shipments tendered to a forwarder or are there special needs for handling
international?

Which of the following international documents will you use: Please mark next to each that apply
 Comments
yes / no

Commercial Invoice
Delivery Order
Ocean Master Bill of Lading
Dock Receipt
Packing List
Arrival Notice
HAWB
Pro Forma Invoice
Certificate of Origin
Ocean House Shipment BOL
Ocean Master Shipment BOL
Shipment Export Declaration
Other
Carrier Management

Comments
Do you select carriers according to preferred lanes? yes / no
Do you select carriers according to service areas? yes / no
Do you select carriers according to volume commitments? yes / no
Do you use least cost carrier assignment? yes / no
Do you select the optimal carrier for each leg of a multi-leg move? yes / no
Do you plan to use a carrier monitoring service? If you selected yes please expand in the comments section yes / no
RMIS
RMIS with carrier onboarding
Which of the following carrier monitoring services will you be using: Please mark next to each that apply Carrier Watch
Carrier411
Other:
Email Tendering
Carrier Response by Link in Email
Tender Timeout
Which of the following functions will you need for carriers: Please mark next to each that apply
Carrier Tendering by Lane
Automatic Waterfall Tendering
Broadcasting Tenders to Multiple Carriers

Will you need a carrier portal? If answered yes please answer question below yes / no
Update Trip Statuses

Which of the following would you like to allow carrier access for: Please mark next to each that apply Enter Track and Trace Information
Upload Documents

Will you need carriers to be able to access the system by mobile phone/tablet? yes / no

Rating

Do you use a 3rd party to provide sailing schedule information? If you selected yes please expand in the comments
yes / no
section
Linescape
OAG Webservices
Railinc - Railsight
Which 3rd Party is used to access sailing schedules? Please mark next to each that apply
Transworks Modal X
Ship CSX

Other:
Do you use public load boards? If you selected yes please expand in the comments section yes / no

DAT Solutions (Transcore)

Internet Truckstop
Internet Truckstop with carrier onboarding
GetLoaded
123Loadboard.com
Which of the following loadboards do you use: Please mark next to each that apply
Cargomatic
Post Everywhere
Direct Freight
Flying J
Other:
LTL Tariff Based Rates
LTL Pallet Based Rates
LTL Shipments
Which of the following rate types will you need: Please mark next to each that apply
TL Shipments
Intermodal Shipments
Parcel Shipments
Weight
Volume
Distance
Which of the following will your rates be based on: Please mark next to each that apply Freight Class
Fuel Surcharge
Pallet Count
Piece Count

Will you need FAK rates setup? yes / no

Will your system need to define lanes? yes / no
Will accessorial charges need to be supported in your system? yes / no
Will you need to share the savings between buy and sell rates with clients? yes / no
Will you need effective dates in your system for rates? (i.e Start Dates, Stop Dates) yes / no
Optimization
Comments
Do you plan to use MercuryGate's optimization application (MOJO) If you selected yes please expand
yes / no
in the comments section
MercuryGate implementation
Implementation preference: Please mark next to each that apply
Training/Instruction for a self implementation
Single User

Multi-User
How will the optimization process be managed? Regionally
Globally
Other:
Will you need custoized user level security? yes / no
Across locations
Can orders, shipments or loads be co-mingled? Please mark next to each that apply
Across business units
Do you use pools (Cross-docks, Breakbulks, Transloading)? If you selected yes please expand in the
yes / no
comments section
Single Pool Routings
Multi-Pool Routings
Pool location profile: Please mark next to each that apply
Freight can be moved between multi-pool locations
Other:
Do you plan backhauls? yes / no
If parcel is in scope, do you utilize zone skipping? yes / no
Can pallets be stacked? If you selected yes please expand in the comments section yes / no
Single pallet
If yes, what are the stacking rules: Please mark next to each that apply Double pallet
Other:
Weights
Dimensions
Cubes
Which of the following items will you need in the system: Please mark next to each that apply
Temp Control Requirements
Hazmat
Piece Count
Least cost carrier
Route guide
What is carrier selection based on? Please mark next to each that apply
Static carrier
Other:
Is equipment enforcement required? If you selected yes please expand in the comments section yes / no
Dry Van
Reefer
If yes, what are the enforcement rules: Please mark next to each that apply Container
Flatbed
Other:
Are services enforcement required? If you selected yes please expand in the comments section yes / no
Inside Delivery
White glove
If yes, services enforcement rules: Please mark next to each that apply
Liftgate
Other:
Should MOJO look for temperature overlap? If you selected yes please expand in the comments
yes / no
section
Please explain temperature overlap rules (mixing dry / reefer / frozen):
Do you have carrier and/or dock capacity issues? yes / no
Do you have pedal / milk runs? yes / no
Inbound Transportation Planning

Comments
Do you plan to manage inbound transportation in the TMS? If you selected yes please expand in the
yes / no
comments section
Do you plan to have shipments created from purchase Orders? If you selected yes please expand in
yes / no
the comments section
How many items are on a typical Purchase Order?
Do you use blanket purchase Orders?
Do you allow suppliers to ship partial PO quantities?
Do you plan to create shipments from Sales Orders?
How many items are on a typical Sales Order?
Vendor Route Requests
Allow Vendor to Confirm or Alter PO Details
Item-level Inbound Visibility
Which of the following Inbound functionalities will you be using: Please mark next to each that Recieve EDI ASN's from Vendors
apply Vendor Portal Access
Inbound Consolidation
Manage/Measure Vendor Compliance
Other
Will Vendor ASN information be received into TMS from you? If you selected yes please expand in
yes / no
the comments section
Will Vendor ASN information be received into TMS via direct EDI integration with Vendors? If you
yes / no
selected yes please expand in the comments section
Create Orders
Update Orders
What is the intended purpose of the Vendor/Supplier ASN? Please mark next to each that apply
Update Status
Other
Freight Under Management

Comments
Do you manage transportation services on behalf of your customers? If you selected yes please
yes / no
expand in the comments section
Do you have contracts and/or negotiated rates with your customers? If you selected yes please
yes / no
expand in the comments section
How many customers do you have contracts and/or negotiated rates?
Do you plan to integrate the TMS via EDI with your Customers? If you selected yes please expand in
yes / no
the comments section
How many of your Customers will be integrated via EDI?
EDI 204 (Motor Carrier Load Tender)
EDI 210 (Motor Carrier Freight Details and Invoice)
EDI 214 (Transportation Carrier Shipment Status Message)
Which EDI messages will you use? Please mark next to each that apply
EDI 856 (Ship Notice / Manifest)
EDI 990 (Load Tender Response)
EDI 997 (Functional Acknowledgement)
Additional Services

Comments
Do you plan to utilize MercuryGate's RateFriend? yes / no
Do you have a fleet that you plan to manage on this TMS? yes/no
Do you plan to use the TMS to ship Parcel Shipments? yes / no

Internal
Will you need the system to allow any of the following portals per user? Please mark next to each that
apply Supplier
Customer

Single Sign-On

MercuryGate supports Single Sign-On (SSO) authentication technologies including LDAP, SAML and
HTTPS Basic Authentication to enable customers to leverage their existing user accounts to access
TMS. This eliminates users from having to re-authenticate between applications, stream lines local and
remote application and desktop workflow and improves compliance through a centralized user
account database.

Will you require single sign-on capabilities? If you selected yes please expand in the comments section yes / no

HTTPS/Portal
LDAP
Will you require single sign-on capabilities? If so, please check one of the following:
SAML
Other:
Will you require automatic user provisioning? yes / no
Reporting

Comments
Will you need reporting embedded into TMS? yes / no
Will you need a database feed that will not impact presonse time for the larger strategic studies? yes / no
Would you like reports to be scheduled? yes / no

Drilldown Functionality
Would you like the system to support Dashboard visibility to orders and loads? If so please mark next to each of following
functions would you like to allow Different Types of Charts
Use for Different Users
Would you to be able to create a report combining different business objects? (Orders, Loads, Settlement Info, etc.) yes / no
Will you require single sign-on capabilities? If you selected yes please expand in the comments section yes / no
Will you need to have reports sent to email addresses that do not exist in TMS? yes / no
Will you be exporting reports into different formats (PDF, Excel, etc.) ? If so please specify in comments yes / no
Will you need the system to provide dashboard reports? yes / no
Will users need to be able to drill down from dashboard reports into summary reports and into actual transactions? yes / no
Will you require self service reporting and / or analytical tools? If so please specify in the comments yes / no
Will you want to be able to create your own reports? yes / no
Will you require automatic user provisioning? yes / no
Financial Settlement
Comments
Do you plan to use TMS freight bill audit functionality? If you selected yes please expand in the comments section yes / no
What Accounting system are you currently using?

Describe any special tolerance rules for invoice audit process?

Will you receive carrier invoices via EDI? yes / no

Do you receive paper invoices via the mail? yes / no
Do you expect some carriers to add their own invoices? yes / no
Do you require the ability to store/retrieve documents via the TMS? If you selected yes please expand in the comments section yes / no
Do you or your customers require specific document types or references in order to audit carrier or generate customer invoices? If you selected
yes / no
yes please expand in the comments section
What document types or reference numbers are required in your audit and invoicing process?
Is it required to send the documents with your customer invoices? yes / no
Do you plan to extract carrier payables from TMS? yes / no
Do you plan to use TMS Credit Limit Management capabilities? yes / no
Do you plan to use TMS Commissions Management capabilities? yes / no
Do you provide cash advances to carriers and/or vendors? yes / no
Do you use a Quick Pay program for your carriers and/or vendors? yes / no
Will you use the TMS to short pay a carrier? yes / no

Do you plan to use TMS to create customer invoices? yes / no

Do you or your customers require specific document types or references to process invoicing or freight bill audit process? yes / no
Do you plan on crediting customer invoices in the TMS? yes / no
Will you need to generate Credit Memos within the TMS? yes / no
Do any of your customers require statement level billing? yes / no
Do you plan to extract customer receivables from TMS? yes / no
Do you plan on importing carrier or vendor check details into the TMS for visibility? yes / no
Will you need to view outstanding receivables? yes / no
Will you need the system to support customer invoicing in multiple currencies? yes / no
Integration

Comments
Will historic transaction information be loaded into TMS? If you selected yes please expand in the
yes / no
comments section
What is the estimated volume of historical load transactions to be loaded?
Will the TMS be integrated with a CRM application?
Which CRM system will be integrated with the TMS?
Please provide any additional information about the TMS/CRM interface:
Will TMS be integrated with one or more Enterprise Resource Planning (ERP) systems? If you
yes / no
selected yes please expand in the comments section
SAP
Oracle
Infor CloudSuite Industrial
Infor M3
Infor Visual Manufacturing
Which of the following ERP Systems will be integrated? Please mark next to each that apply Infor LN
JDE
Lawson
Netsuite
Proprietary/Custom
Other
Please provide any additional information about the TMS/ERP interface:
Will TMS be integrated with one or more Order Management Systems (OMS)? If you selected yes
yes / no
please expand in the comments section
With which OMS will TMS be integrated?
Please provide any additional information about the TMS/OMS interface:
Will TMS be integrated with one or more Warehouse Management Systems (WMS)? If you selected
yes / no
yes please expand in the comments section
With which WMS will TMS be integrated?
Please provide any additional information about the TMS/WMS interface:
XML
Do you want the system to allow external integration (Putting data into system, getting data out of
the system, triffering processes, etc.) EDI
If so please mark next to each of the following you would like to use FTP
Will TMS be integrated with one or more Accounting Systems? If you selected yes please expand in
yes / no
the comments section
Quickbooks
Great Plains / MS Dynamics
SAP
Which of the following Accounting Systems will be integrated? Please mark next to each that apply Sage
Netsuite
Proprietary/Custom

Other
Please provide any additional information about the TMS/Accounting interface:
Will TMS be integrated with one or more Imaging Systems? If you selected yes please expand in the
yes / no
comments section
With which imaging system will TMS be integrated?
Please provide any additional information about the TMS/imaging interface:
Will TMS be integrated with one or more Document Management Systems? If you selected yes
yes / no
please expand in the comments section
With which document management system will TMS be integrated?
Please provide any additional information about the TMS/document management interface:
Will TMS be integrated with one or more Business Intelligence Systems? If you selected yes please
yes / no
expand in the comments section
With which business intelligence system will TMS be integrated?
Please provide any additional information about the TMS/BI interface:

Will TMS be integrated with middleware? If you selected yes please expand in the comments section yes / no

Which middleware will be used for this project?

VAN
AS2
FTP
What protocol will be used for system integrations - Please mark next to each that apply
sFTP
HTTPS
Other
Flat file / Text

What message format (file type) will be used for system integrations - Please mark next to each that EDI
apply XML
Other
CASS
Comdata

Will TMS be integrated with any of the following 3rd-party Freightbill Payment systems? -Please MoneyWorks
mark next to each that apply EFS
USBank / Syncata
Other