Why Your Business Needs a CargoWise Freight Consultant

Logistics success means delivering what’s needed, where it’s needed, when it’s needed. However, everyone involved in freight forwarding understands that things aren’t always so easy, particularly when the technology you have is more disorganized than precise. This is where CargoWise comes into play, and more significantly, a CargoWise freight forwarding consultant is crucial.

The majority of freight forwarders nowadays have to manage a number of systems, including accounting software, CRMs, TMS platforms, and customs systems. They frequently face challenges with poor process control, a lack of visibility, and growing operating expenses. Many of the problems can be resolved by implementing CargoWise, but it requires experience. In addition to implementing software, a trained CargoWise consultant aligns the platform with your real business objectives, processes, and customer requirements.

Why Logistics Companies Are Turning to CargoWise

The freight forwarding industry has changed dramatically. Customers expect faster deliveries, real-time updates, and error-free documentation. But when your back-office teams are bogged down by manual entries, duplicate data, or siloed systems, meeting those expectations becomes tough.

CargoWise is a globally recognized ERP platform built specifically for logistics and freight forwarding companies. It offers end-to-end features covering shipments, customs clearance, warehousing, finance, tracking, and compliance. However, due to its powerful yet complex architecture, many users fail to unlock its full potential, unless guided by a dedicated freight forwarding consultant for CargoWise.

Who is a CargoWise Freight Forwarding Consultant?

A freight forwarding consultant for CargoWise is a logistics technology expert who specializes in implementing, customizing, and optimizing the CargoWise One ERP for freight forwarders and logistics providers. They understand the inner workings of both logistics operations and the CargoWise platform, helping businesses bridge the gap between software capabilities and real-world use cases.

They don’t just help with system setup, they provide ongoing support, training, automation advice, workflow design, and even help with compliance and international shipping regulations. In short, they’re your tech translator, efficiency driver, and strategy partner all rolled into one.

Key Problems Freight Forwarders Face Without a Consultant

Freight forwarding is already complex. Without an expert guiding your CargoWise implementation, problems pile up fast:

Data duplication and errors: Without proper configuration, your team may end up doing double work, copying data manually from one module to another.
Limited visibility: Poor integration between systems results in fragmented data, making it hard to track shipments or analyze performance.
Compliance issues: Incorrect documentation or untimely filings can trigger penalties or delay shipments, especially in cross-border logistics.
Underutilized system: Many businesses use only 35–45% of CargoWise features due to a lack of training or awareness.
Manual tasks: Without RPA or automation tools, your team spends hours putting purchase orders, invoices, and shipping details.

A freight forwarding consultant solves all of this by tailoring the platform to your specific needs.

What Services Do CargoWise Freight Forwarding Consultants Offer?

1. Implementation & Onboarding

From initial setup to go-live, consultants help configure CargoWise based on your workflows, locations, and teams. They ensure compliance settings, user permissions, and organizational hierarchies are mapped correctly.

2. Custom Workflow Design

Every freight forwarder has a different process. Consultants create customized workflows in CargoWise, automating job creation, billing triggers, documentation flow, and task assignments.

3. Third-Party Integrations

Need CargoWise to talk to QuickBooks, SAP, or external track-and-trace systems? Consultants set up eAdaptor-based integrations to ensure seamless communication between your ERP and external platforms.

4. RPA & Automation Tools

Consultants often bring in tools like Cargo Docket AI to automate repetitive data entry tasks, like auto-creating shipments, posting invoices, updating milestones, and more, saving hours of manual effort each week.

5. Dashboards & BI Reporting

For companies using Wise BI or similar tools, consultants create executive dashboards, performance scorecards, and operational insights for better business decisions.

6. Training & Support

Even the best system is only as good as its users. Consultants train your team, offer documentation, and provide long-term support to ensure you get ROI from the platform.

Why Choose a CargoWise Consultant Over DIY Implementation?

While CargoWise provides excellent documentation, the DIY route can be costly and time-consuming. Here’s what you gain by working with a CargoWise consultant for freight forwarding:

Faster deployment: Avoid trial and error. Consultants know what works.
Reduced risk: Ensure full compliance and data accuracy from day one.
Cost efficiency: Save hours of manual effort and rework.
Tailored processes: Consultants customize workflows that mirror your real-world operations.
Better user adoption: With proper training and user-friendly configurations, your team will actually enjoy using the system.

Conclusion

CargoWise is a powerful cloud-based ERP platform, but like any advanced ERP system, its real value is unlocked only when aligned with your business goals. A CargoWise consultant for freight forwarding acts as your trusted advisor, helping you go beyond basic usage and transforming how you operate.

Whether you’re struggling with inefficiencies, compliance issues, or simply looking to scale, having a consultant in your corner is not just helpful, it’s essential.

Ready to work smarter, not harder? Talk to our team of freight forwarding consultants for CargoWise today. Let’s tailor CargoWise to your business and turn it into your biggest asset.