Example Assessment Report — Illustrative output for a fictional freight forwarder. Your report uses your data.

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Operational Assessment

Pacific Coast Logistics

February 2026 · 12 months of data · CargoWise (eAdaptor) + Email (3 mailboxes) + Slack (2 channels)

Connected Feb 10, 2026 2:15 PMBackfill 94 minAssessment generated Feb 11, 2026 9:47 AM

Executive Summary

12 months of data across CargoWise (eAdaptor) + Email (3 mailboxes) + Slack (2 channels)28,412 shipments, 138,844 emails, 4,120 Slack threads analyzed.

120to160

hours/month recoverable

$280Kto$400K

in delayed receivables

~8%

error rate on manual charges

4

automations ready now

Scorecard

Six categories, each with a headline metric and recommended action level.

Document Management

high

60–100 hrs/month on follow-up

Automate Now

Financial Operations

high

$280K–400K delayed + $35K–60K unbilled

Fix First

Team Efficiency

medium

35–50% branch variance + 8–14% duplicate outreach

Fix First

Compliance & Risk

high

20–35% of holds preventable

Automate Now

Customer Experience

medium

6.2 hr avg response time

Monitor

External Dependencies

medium

3–5 hrs/week manual tracking

Monitor

Findings

Click any finding to expand the full analysis, evidence, and recommendation.

How Findings Connect

Fix one root cause and multiple problems improve.

Document Follow-Up Gap

Finding 1 · Root Cause

Billing Delays

$280K\u2013$400K delayed

Customs Holds

20\u201335% preventable

Slack Firefighting

7\u201312 escalations/week

Fix document follow-up and three problems improve.

Quick Wins

Automations and fixes ready to activate today.

1

Document Follow-Up Automation

From Finding 1

60–100 hrs/month recovered·Same week
2

FSC Auto-Add

From Finding 2

Eliminates 8% error rate·Same day
3

Deploy LAX Workflow Triggers

From Finding 5

70–110 hrs/month at LAX·15–30 min IT task
4

Charge Reconciliation Audit

From Finding 7

$35K–60K/year recovered·1–2 weeks
CargoWise
Email
Slack

Read-only · No changes written to CargoWise