Service Description

Step Into the Future of Shipment Visibility with CargoWise Neo CargoWise Neo is here — the powerful new replacement for Web Tracker, designed to transform how you and your customers track and manage shipments in real time. This workshop will guide you through everything you need to know to make a seamless transition, enhance customer experience, and unlock new efficiencies using Neo’s modern, web-based interface. Whether you're supporting clients, managing operations, or configuring Neo for your business, this session will equip you with the tools to get it right from day one. 🗓️ Ideal for: Client services, logistics professionals, and teams transitioning from Web Tracker 🎯 Key Takeaways: Platform overview, configuration essentials, user experience tips, and customer onboarding best practices Below is a summary of the topics covered during the session. For Admin Users The first part of the workshop is tailored for system administrators and team leaders responsible for system configuration and access control: CargoWise Neo Setup Initial configuration and environment setup for Neo. Neo Staff Portal Access and usage of the staff-specific portal. Accessing Neo for the First Time Behind-the-scenes walkthrough for first-time system access. Creation of Security Groups Best practices for setting up security groups to streamline access management for client-facing teams. Themes Customizing the visual and functional themes in Neo. Creation of Security Settings Defining accessible modules for clients, including: Invoices Documents and reports Forwarding Orders Bookings Quotations For Admin and General Users The second part of the workshop is intended to cover the general information for users who will interact with clients, access reports, and track shipments. Attaching Clients to Security Settings Assigning appropriate permissions to client profiles. Sending Login Details How to provide clients with secure login credentials. Intelligence Using the Intelligence module for insights and data analysis. Dashboards Building and using dashboards for operational visibility. Tracking Lists Creating and managing shipment tracking lists. Overview of Tracking Map and Route Visualizer Real-time tracking and visualization of shipment routes. Intelligence External Sharing insights and reports externally with clients or partners. PRICING: AUD $210* NZD $225* USD $135* GBP £100* * = Plus taxes where applicable