How to Improve Your Freight Forwarding Operations with  CargoWise Workflow Automation?

Prasanth M.

July 23, 2025

As a freight forwarder, you’re managing an increasingly complex logistics operation with hundreds, if not thousands, of moving parts, orders, shipments, documents, and customer communications. And every task requires attention, from managing shipments to invoicing, regulatory compliance, and inventory management. Performing these operations manually or with disconnected systems is no longer an effective method. Experience CargoWise Workflow Automation.

If your freight forwarding operations are struggling with inefficiencies, delays, or errors due to outdated processes, workflow automation might be the solution you’ve been waiting for. But how can CargoWise Workflow Automation simplify your processes and improve efficiency?

Let’s explore how CargoWise can automate and optimize your logistics workflows, why it’s essential in today’s competitive market, and how you can leverage automation for smoother operations, reduced errors, and increased productivity.

What is CargoWise Workflow Automation?

CargoWise is an integrated cloud-based ERP platform designed to handle all aspects of freight forwarding operations, from order creation and shipment management to billing, reporting, and compliance tracking. CargoWise Workflow Automation involves automating repetitive tasks within this ecosystem to reduce manual intervention, ensure timely processes, and eliminate human error.

By automating workflows, CargoWise ensures tasks move through your system seamlessly and efficiently, from the moment an order is placed to final delivery. This includes everything from generating invoices to tracking shipment statuses, notifying customers, and complying with regulations, all without you having to do anything.

How Does Workflow Automation Benefit Your Freight Forwarding Operations?

The logistics and supply chain industry has always been about speed and accuracy. With the growing demand for faster delivery times and the increasing complexity of global supply chains, relying on manual processes can lead to inefficiencies, delays, and errors. Here’s where CargoWise Workflow Automation steps in to drive significant benefits for your business:

1. Increased Efficiency and Productivity

Manual processes are time-consuming. Think about how much time your team spends manually inputting data, verifying details, or chasing down missing information. With CargoWise Workflow Automation, you can automate these tasks, freeing up your team to focus on more strategic and value-added activities.

For instance, when a shipment arrives, CargoWise can automatically trigger tasks like invoicing, updating inventory, notifying the customer, and even generating reports, all based on predefined rules. This ensures that the workflow is moving smoothly without unnecessary delays, making your team more productive.

2. Error Reduction and Greater Accuracy

Human errors are inevitable, especially when there’s so much data being entered and processed. Whether it’s incorrect shipment details, missing documents, or mistakes in billing, these errors can lead to costly issues, including delays, rework, and customer dissatisfaction.

CargoWise Workflow Automation minimizes these errors by eliminating manual data entry and ensuring that tasks are performed accurately according to pre-set rules. For example, when an order is placed, CargoWise can automatically validate the shipment details, confirm compliance with regulations, and cross-check pricing, all without human intervention.

3. Better Compliance and Reduced Risk

Compliance is a significant challenge in logistics, especially when dealing with international shipments that require specific documentation, customs declarations, and adherence to local regulations. Missing a critical step in the compliance process can lead to fines, penalties, or even shipment delays.

With CargoWise Workflow Automation, compliance tasks are automated. This ensures that every shipment, document, and invoice complies with the necessary regulations. Automated alerts can be set to notify teams when action is needed, such as confirming customs declarations or updating shipping permits, reducing the risk of compliance-related issues.

4. Real-Time Updates and Visibility

CargoWise integrates all your logistics operations into one platform, and workflow automation enhances this by providing real-time updates on key tasks. Whether it’s tracking a shipment, updating inventory, or monitoring payment statuses, automation ensures that the latest information is available to all stakeholders instantly.

Your customers benefit from enhanced visibility, which leads to better communication and stronger relationships. Plus, with real-time tracking, your team can proactively resolve issues before they turn into significant problems, improving service levels and customer satisfaction.

5. Scalability and Flexibility

As your logistics business grows, you may find that the manual processes that once worked for you are now too slow or inefficient to handle the increased volume. CargoWise Workflow Automation scales with your business, so you don’t have to worry about your operations becoming more complex as your customer base expands.

With CargoWise, you can customize workflows, adding or adjusting automation as needed. This flexibility allows you to continue growing without the need to constantly hire more staff or implement new systems.

How Does CargoWise Workflow Automation Work?

Let’s break down how CargoWise Workflow Automation works in practice. Consider the example of order fulfillment:

  • Order Creation: A customer places an order, and CargoWise automatically inputs the data into the system.
  • Shipment Management: The system generates shipment labels, schedules pickup times, and updates inventory automatically.
  • Customs Compliance: For international shipments, CargoWise automatically checks and generates customs declarations and other necessary documents.
  • Invoicing: Once the shipment is dispatched, the system generates an invoice, applies the correct taxes, and sends it to the customer, all without manual input.
  • Real-Time Alerts and Notifications: Both internal teams and customers are automatically notified about the shipment status, including delays or issues.

This workflow is just one example. CargoWise offers a variety of automation features for different tasks, ensuring that every step of the process is managed efficiently.

Why Choose Elicit Technology for CargoWise Workflow Automation?

There are many logistics software solutions available, but Elicit Technology makes CargoWise stand out even further, as your trusted, certified CargoWise service partner. We specialize in helping businesses like yours unlock the full potential of CargoWise through tailored workflow automation solutions. With our deep expertise in CargoWise integration and implementation support, we ensure that your operations run smoothly, with every department connected and every task automated to perfection.

What sets Elicit Technology apart is our ability to customize CargoWise workflow automation to fit your exact business needs. Whether you’re looking to streamline shipment management, improve invoicing, or stay on top of compliance, our team can help you configure workflows that maximize your operational efficiency and reduce manual tasks. By partnering with Elicit Technology, you can optimize your CargoWise system for unparalleled productivity and smoother logistics operations.

Conclusion

The future of logistics is digital, and CargoWise Workflow Automation is the key to staying competitive in today’s fast-paced industry. By automating your workflows, you can reduce costs, increase efficiency, and improve customer satisfaction.

At Elicit Technology, we specialize in helping businesses like yours implement CargoWise solutions tailored to your specific needs and our team is here to help you unlock the full potential of CargoWise Workflow Automation.

Ready to see how CargoWise can transform your operations? Schedule a demo with Elicit Technology today to learn more about how our CargoWise consultant can help simplify your logistics workflows and drive business growth.

author avatar

Prasanth M.

Prasanth is a renowned Content Writer at Elicit Technology with over two years of experience in professional writing. With his intuitive writing skills, he finds inspiration in words and compelling narratives in the Logistics and Supply Chain industry.