Your Transportation Management Data Template
Your Transportation Management Data Template
This is our generic process mining data template for Transportation Management. Use our system-specific templates for more specific guidance.
Select a specific system- A universal framework applicable to any transportation management system.
- Identifies key attributes and activities for deep process analysis.
- Serves as an ideal starting point for your process mining journey.
Transportation Management Attributes
| Name | Description | ||
|---|---|---|---|
| Activity Name ActivityName | The name of the specific business event or milestone that occurred at a point in time for a shipment. | ||
| Description The Activity Name describes a single step or task within the transportation process, such as 'Shipment Planned', 'Carrier Tendered', 'Goods Picked Up', or 'Freight Invoice Received'. These activities represent the key milestones in the shipment's journey. This attribute is critical for visualizing the process flow map, which shows how shipments actually move through the process. By analyzing the sequence and frequency of different activities, businesses can understand their standard processes, discover common deviations, and identify areas of rework or inefficiency. It is the backbone of any process mining analysis. Why it matters It defines the steps in the process map, allowing for the visualization and analysis of the shipment workflow, variations, and bottlenecks. Where to get Typically sourced from event logs, status update tables, or derived from status changes within the TMS. Examples Shipment PlannedCarrier TenderedGoods DeliveredProof of Delivery Received | |||
| Event Time EventTime | The timestamp indicating when a specific activity or event occurred for a shipment. | ||
| Description The Event Time records the precise date and time that a given activity took place. This timestamp is fundamental for ordering events chronologically and for calculating durations between different process steps. In process mining, this attribute enables all time-based analysis. It is used to calculate key performance indicators like cycle times, wait times, and processing times. Analyzing Event Time helps identify bottlenecks where shipments spend the most time, measure adherence to service level agreements, and understand the temporal distribution of process activities. Why it matters This attribute provides the chronological context for all activities, enabling the calculation of cycle times, identification of bottlenecks, and performance measurement. Where to get Sourced from event logs or transaction records within the TMS, where each recorded action has an associated timestamp. Examples 2023-10-26T10:00:00Z2023-11-15T14:35:10Z2024-01-05T08:22:00Z | |||
| Shipment ID ShipmentId | The unique identifier for a single shipment, which serves as the case ID for the transportation process. | ||
| Description The Shipment ID is the primary key that uniquely identifies a single transportation order or movement of goods from an origin to a destination. Each shipment case contains all the related activities, milestones, and data points, such as planning, booking, pickup, delivery, and invoicing. In process mining, this attribute is essential for reconstructing the end-to-end journey of each shipment. It allows the tool to link all related events in chronological order, forming the basis for process discovery, conformance checking, and performance analysis. Analyzing processes by Shipment ID helps identify bottlenecks, delays, and variations in the transportation lifecycle. Why it matters This is the fundamental identifier that connects all related events into a single process instance, making it possible to analyze the end-to-end shipment lifecycle. Where to get Typically found in the header or primary table for shipments or freight orders in a Transportation Management System (TMS). Examples SH-2024-001237004568910FO-US-987654 | |||
| Last Data Update LastDataUpdate | The timestamp when the data for this record was last refreshed or extracted from the source system. | ||
| Description This attribute indicates the last time a particular record or event was updated in or extracted for the process mining dataset. It reflects the freshness of the data being analyzed. While not directly used in the process flow analysis, it is critical for data governance and monitoring. It helps ensure that the analysis is based on current information and can be used to set up alerts for data pipelines that are delayed or failing. This provides confidence in the reliability and timeliness of the insights generated. Why it matters It indicates data freshness, which is essential for ensuring that process analysis and monitoring are based on timely and relevant information. Where to get This timestamp is typically generated during the data extraction, transformation, and loading (ETL) process. Examples 2024-05-20T02:00:00Z2024-05-20T03:00:00Z2024-05-20T04:00:00Z | |||
| Source System SourceSystem | Identifies the system or application from which the data was extracted. | ||
| Description The Source System attribute specifies the origin of the event data, such as a Transportation Management System (TMS), a carrier visibility platform, or an ERP system. In modern logistics, a single shipment's data can come from multiple integrated systems. This attribute is valuable for understanding data lineage and quality. It helps in diagnosing data inconsistencies and allows for analysis segmented by the source of information. For example, you can compare the timeliness of updates from a visibility platform versus the core TMS, or trace issues back to their system of origin. Why it matters It helps trace data back to its origin, which is crucial for data validation, troubleshooting, and understanding how different systems contribute to the overall process. Where to get This information is often available as a standard field in data extracts or can be added during the data ingestion process based on the data source. Examples SAP TMBlue Yonder TMSOracle OTMproject44 | |||
| Actual Delivery Date ActualDeliveryDate | The actual timestamp when the 'Goods Delivered' event occurred. | ||
| Description The Actual Delivery Date is the recorded timestamp when the shipment was physically delivered to the consignee and the 'Goods Delivered' activity was completed. This is often confirmed by proof of delivery documentation. This attribute is the counterpart to the Requested Delivery Date and is crucial for calculating actual performance. It is used directly in the 'On-Time Delivery Rate' KPI calculation. Furthermore, the difference between the Actual Delivery Date and the pickup date determines the actual transit time, which can be compared against planned transit times to identify in-transit delays. Why it matters It provides the actual outcome for delivery performance, enabling the calculation of on-time rates and the analysis of delivery delays. Where to get Sourced from the 'Goods Delivered' event in the TMS, often updated by a carrier EDI message, a visibility platform, or a mobile app used by the driver. Examples 2023-11-01T16:30:00Z2023-11-21T09:00:00Z2024-02-09T18:00:00Z | |||
| Carrier Name CarrierName | The name of the transportation company or logistics provider responsible for moving the shipment. | ||
| Description The Carrier Name identifies the third-party logistics provider (3PL) or transportation company contracted to physically transport the goods. This could be a trucking company, an airline, a shipping line, or a rail freight operator. This is a critical dimension for performance analysis. It allows businesses to create carrier scorecards, comparing providers on key metrics like on-time delivery, on-time pickup, tender acceptance rates, and cost. Segmenting the process analysis by carrier helps identify top-performing partners and those who may require performance improvement plans. Why it matters It allows for performance benchmarking across different transportation providers, which is key for carrier management, negotiation, and ensuring service quality. Where to get This information is stored in the shipment or freight order details, typically linked from a carrier master data table. Examples FedEx FreightMaersk LineUnion Pacific RailroadDHL Express | |||
| Delay Reason DelayReason | A code or description that explains the cause of a delay in the shipment's progress. | ||
| Description The Delay Reason provides context for why a shipment did not meet its planned schedule. Reasons can include weather events, customs holds, traffic, mechanical issues, or documentation errors. This information is captured when a delay event is recorded. This is one of the most important attributes for root cause analysis. By categorizing and quantifying the frequency of different delay reasons, businesses can identify the most significant drivers of late deliveries. This insight allows them to focus improvement efforts on the most impactful areas, whether that involves improving internal processes, working with carriers, or mitigating external risks. Why it matters It is critical for root cause analysis of late shipments, enabling businesses to identify, quantify, and address the primary causes of delays. Where to get Sourced from exception or delay event records in the TMS or visibility platform. This data is often provided by the carrier. Examples Weather delayCustoms holdPort congestionMechanical failure | |||
| Destination Country DestinationCountry | The country where the shipment is being delivered. | ||
| Description The Destination Country identifies the country where the shipment is scheduled to be delivered. It is part of the destination address information. Similar to the Origin Country, this attribute is essential for geographical analysis and understanding trade lane performance. It allows for slicing and dicing data to compare delivery performance, costs, and cycle times for shipments going to different countries. It is also critical for analyzing customs clearance processes for international shipments. Why it matters It allows for segmenting performance and cost by destination, which is crucial for analyzing trade lane efficiency and managing international shipping complexities. Where to get Typically stored as part of the destination location or consignee address details in the freight order. Examples CanadaMexicoUnited KingdomJapan | |||
| Mode of Transport ModeOfTransport | The method of transportation used for the shipment, such as truck, air, sea, or rail. | ||
| Description This attribute specifies the transportation method used for the shipment. Common modes include Full Truckload (FTL), Less-Than-Truckload (LTL), Air Freight, Ocean Freight, and Rail. Analyzing the process by Mode of Transport is essential because each mode has distinct cost structures, transit times, and process complexities. This segmentation helps explain variations in cycle time and cost. For instance, ocean freight processes naturally have longer cycle times than air freight. This attribute is fundamental for building relevant dashboards and KPIs tailored to specific logistics operations. Why it matters It is a primary filter for analysis, as different transport modes have inherently different processes, costs, and timelines. It is crucial for meaningful comparison and benchmarking. Where to get Found in the shipment or freight order details within the TMS. Examples Truckload (TL)Less-Than-Truckload (LTL)OceanAirRail | |||
| Requested Delivery Date RequestedDeliveryDate | The delivery date requested by the customer or required by the sales order. | ||
| Description The Requested Delivery Date is the target date by which the shipment is expected to arrive at its destination. This date is often defined by the customer's purchase order or a service level agreement (SLA). This attribute is essential for measuring customer service levels and performance against commitments. It serves as the baseline for calculating the 'On-Time Delivery Rate' KPI. Analyzing deviations between the requested and actual delivery dates helps identify systemic causes of delays and improve delivery predictability. Why it matters This is the primary benchmark for measuring on-time delivery performance, a critical KPI for customer satisfaction and supply chain reliability. Where to get Typically originates from an upstream system like an ERP or Order Management System and is stored in the freight order details in the TMS. Examples 2023-11-01T17:00:00Z2023-11-20T23:59:59Z2024-02-10T12:00:00Z | |||
| Shipment Cost ShipmentCost | The total freight cost or financial amount charged for transporting the shipment. | ||
| Description Shipment Cost represents the total financial expense associated with a single shipment. This can include the base freight rate, fuel surcharges, accessorial charges, and any other fees from the carrier. This attribute is the foundation for all cost-related analysis. It enables the creation of dashboards that track total transportation spend, cost per mile, or cost per unit. By combining cost data with process data, businesses can perform root cause analysis on cost overruns, identify the financial impact of delays or process inefficiencies, and analyze freight bill accuracy. Why it matters It directly connects process performance to financial outcomes, enabling analysis of transportation spend, cost drivers, and the financial impact of inefficiencies. Where to get This data can come from the freight order, the carrier's freight invoice, or a freight audit and payment system. Examples 1250.75540.008200.50 | |||
| Actual Pickup Date ActualPickupDate | The actual timestamp when the 'Goods Picked Up' event occurred. | ||
| Description The Actual Pickup Date is the recorded timestamp when the carrier physically collected the shipment from the origin location and the 'Goods Picked Up' activity was completed. This date is critical for tracking the actual start of the shipment's transit. It is used to calculate the 'On-Time Pickup Rate' KPI and marks the beginning of the in-transit cycle time. Analyzing this data helps to understand the real-world execution of the pickup process and its impact on the overall shipment timeline. Why it matters It provides the actual outcome for pickup performance and marks the true start of the shipment's transit, which is vital for accurate cycle time analysis. Where to get Sourced from the 'Goods Picked Up' event in the TMS, typically updated via a carrier EDI message or a visibility platform. Examples 2023-10-25T14:10:00Z2023-11-15T09:25:00Z2024-02-05T11:45:00Z | |||
| Freight Invoice Discrepancy FreightInvoiceDiscrepancyFlag | A flag indicating whether a discrepancy was found during the audit of the freight bill. | ||
| Description This boolean attribute indicates if there was a mismatch between the freight cost quoted or contracted and the amount on the carrier's final invoice. A 'true' value signifies a discrepancy that may lead to a dispute. This flag is key to analyzing the freight audit and payment process. It allows businesses to measure the 'Freight Bill Accuracy' KPI and identify which carriers or lanes have the highest rates of billing errors. Analyzing the reasons for these discrepancies can lead to improved rate management, clearer carrier agreements, and a more efficient payment process. Why it matters It helps measure freight bill accuracy, identify carriers with frequent billing errors, and analyze the efficiency of the freight audit and payment process. Where to get Generated during the freight invoice audit process, which can occur within the TMS or a dedicated freight audit and payment system. Examples truefalse | |||
| Origin Country OriginCountry | The country from which the shipment originates. | ||
| Description The Origin Country identifies the country where the shipment's journey begins. It is part of the origin address information. This is a fundamental attribute for geographical analysis. It allows for filtering and segmenting shipment data by country or region of origin, which is crucial for understanding performance across different trade lanes. For international shipments, it is also a key factor in determining customs requirements and transit times. Why it matters It enables geographic analysis of transportation processes, helping to identify regional performance differences, manage trade lane complexity, and analyze international logistics. Where to get Typically stored as part of the origin location or shipping point address details in the freight order. Examples USAGermanyChinaBrazil | |||
| Resource Resource | The user ID or name of the person who performed the activity. | ||
| Description The Resource identifies the individual user, team, or automated system agent responsible for executing a specific process step. For example, it could be the transportation planner who created the shipment plan or the logistics coordinator who booked the carrier. Analyzing the process from a resource view helps to understand workload distribution, team performance, and automation levels. It can reveal which users or teams are involved in rework loops, handle the most exceptions, or have the longest processing times. This information is valuable for training, resource allocation, and identifying opportunities for automation. Why it matters It enables analysis of human and system performance, workload distribution, and automation, helping to identify training needs and resource bottlenecks. Where to get This information is typically captured in the transaction or event log alongside the activity name and timestamp. Examples john.smithLogisticsTeam_USTMS_AUTO_PLANNERsarah.jones | |||
| Scheduled Pickup Date ScheduledPickupDate | The planned date and time for the carrier to pick up the goods from the origin. | ||
| Description The Scheduled Pickup Date is the agreed-upon appointment time for the carrier to arrive at the shipping location to collect the goods. This is a key milestone in the shipment booking and confirmation process. This attribute serves as the baseline for measuring pickup performance. It is used to calculate the 'On-Time Pickup Rate' KPI by comparing it to the actual pickup time. Analyzing deviations can help identify issues with dock scheduling, warehouse readiness, or carrier punctuality, all of which can cause downstream delays. Why it matters It is the benchmark for measuring pickup performance, which is a critical first step in the transportation lifecycle that impacts the entire downstream schedule. Where to get Found in the shipment or freight order details after the shipment has been booked with a carrier. Examples 2023-10-25T14:00:00Z2023-11-15T09:30:00Z2024-02-05T11:00:00Z | |||
| Shipment Status ShipmentStatus | The current or last known status of the shipment in its lifecycle. | ||
| Description Shipment Status provides a high-level summary of where the shipment is in the overall process, such as 'Planned', 'In Transit', 'Delivered', or 'Cancelled'. It represents the current state of the shipment case. While process mining derives the process flow from individual activities, the overall shipment status is useful as a dimension for analysis. It can be used to filter for all currently 'In Transit' shipments to monitor them, or to analyze the characteristics of shipments that end up in a 'Cancelled' status. It provides a simple, aggregated view of the shipment's progress. Why it matters It provides a snapshot of the shipment's current state, which is useful for filtering, reporting, and high-level monitoring of in-progress or completed shipments. Where to get This is a summary status field typically found on the main shipment or freight order record in the TMS. Examples PlannedBookedIn TransitDeliveredCancelled | |||
Transportation Management Activities
| Activity | Description | ||
|---|---|---|---|
| Goods Delivered | This milestone signifies that the shipment has physically arrived at the consignee's destination. This event concludes the in-transit portion of the shipment's journey. | ||
| Why it matters This is the primary event for measuring on-time delivery performance, the most critical KPI in transportation. It serves as the key endpoint for calculating transit time and overall cycle time. Where to get The carrier provides this confirmation, usually through an electronic message, driver update, or portal entry, which updates the shipment status in the TMS. Capture Use the timestamp from the shipment event log indicating arrival at the final stop or a 'Delivered' status. Event type explicit | |||
| Goods Picked Up | This activity marks the physical start of the shipment's journey. It occurs when the carrier takes possession of the goods from the origin location, such as a warehouse or production facility. | ||
| Why it matters This is a critical milestone for measuring carrier on-time pickup performance and the start of in-transit visibility. Delays at this stage have a direct impact on the final delivery time. Where to get Typically recorded based on a status update message from the carrier or driver, often via an EDI transaction or a mobile application update. Capture Use the timestamp from the shipment event log indicating departure from the first stop or a 'Picked Up' status. Event type explicit | |||
| Payment Processed | This is the final activity in the shipment lifecycle, confirming that the carrier has been paid for the transportation service. This event marks the financial closure of the shipment. | ||
| Why it matters This event concludes the procure-to-pay cycle for a shipment. It is essential for analyzing payment timelines, carrier financial health, and overall process completion. Where to get This information often originates in a separate financial or ERP system and is updated back to the TMS via an integration. Capture Use the timestamp of the payment transaction or the date the invoice status is marked as 'Paid'. Event type explicit | |||
| Proof of Delivery Received | Represents the receipt of formal documentation confirming the delivery was successfully completed. This can be a signed bill of lading, a photo, or a digital signature captured at the destination. | ||
| Why it matters The receipt of the Proof of Delivery, or POD, is a critical prerequisite for invoicing and freight payment. Delays in receiving the POD directly impact the order-to-cash cycle time. Where to get Often recorded when a specific document type is uploaded or linked to the shipment record, or when a delivery confirmation status is updated. Capture Capture the timestamp when the POD document is attached or a POD received flag is set on the shipment. Event type explicit | |||
| Shipment Booked With Carrier | This milestone indicates that a carrier has formally accepted the tender and is committed to handling the shipment. This step locks in the carrier, rate, and schedule for the transport. | ||
| Why it matters This confirmation marks the end of the procurement phase and the beginning of the execution phase. It is a key point for measuring the efficiency of the tendering and booking cycle. Where to get This is recorded when the carrier's acceptance is received, often updating the shipment's status to 'Booked', 'Committed', or 'Confirmed'. Capture Capture the timestamp when the tender status changes to 'Accepted' or the shipment status updates to 'Booked'. Event type explicit | |||
| Shipment Cancelled | Represents the termination of a shipment before it was picked up by the carrier. This can happen for various reasons, such as a customer cancelling an order or an internal planning change. | ||
| Why it matters This activity is a terminal endpoint that signifies an unsuccessful outcome. Analyzing cancellations helps identify reasons for process failures and can highlight issues in order management or planning. Where to get Usually captured by a specific status change on the shipment record to 'Cancelled' or 'Voided'. Capture Capture the timestamp when the shipment's primary status is changed to 'Cancelled'. Event type inferred | |||
| Shipment Planned | Represents the completion of the initial planning phase where a route, mode of transport, and potential carriers are determined. The system's planning engine generates a logistical solution for the transportation request. | ||
| Why it matters This milestone concludes the planning phase. The duration between the request and planning completion is a key indicator of planning efficiency and potential bottlenecks. Where to get Usually identified by a status change on the shipment record to 'Planned' or a similar state, or the creation of a freight order document. Capture Capture the timestamp when the shipment status indicates that a valid plan has been created. Event type inferred | |||
| Transportation Request Received | This activity marks the official start of the transportation process. It represents the creation of a new transportation need, typically triggered by an order from an upstream system like an ERP, creating a new shipment record. | ||
| Why it matters As the primary start event, it allows for measurement of the entire shipment lifecycle time. Analyzing the volume and timing of requests helps in capacity planning and resource allocation. Where to get This event is typically captured from the creation timestamp of the primary shipment or transportation requirement document in the source system. Capture Use the creation timestamp of the shipment, order release, or forwarding order record. Event type explicit | |||
| Carrier Selected | A specific transportation service provider, or carrier, has been officially selected to handle the shipment. This can occur through manual assignment, automated planning, or as the result of a tendering process. | ||
| Why it matters This activity is crucial for understanding carrier assignment strategies and delays in securing a transportation partner. It separates the planning of the route from the selection of the provider. Where to get This event is captured when the carrier field on the shipment record is populated or when a carrier is assigned to the corresponding freight order. Capture Identify the event timestamp when a carrier ID is first associated with the shipment record. Event type explicit | |||
| Carrier Tendered | This activity occurs when the planned shipment is formally offered to a specific carrier for their acceptance. This action typically triggers a communication to the carrier via an electronic message or a portal update. | ||
| Why it matters Tracking tenders is essential for analyzing carrier response times and acceptance rates. Frequent tendering for the same shipment can indicate issues with carrier agreements or capacity. Where to get This is often an explicit transaction or status change within the TMS that logs when the offer was extended to the carrier. Capture Capture the timestamp of the transaction that sends the shipment offer to the carrier. Event type explicit | |||
| Customs Cleared | For international shipments, this activity marks the point where the goods have successfully passed through customs at a border or port. This signifies that all required documentation and inspections are complete. | ||
| Why it matters Customs clearance is a major potential bottleneck in international logistics. Measuring the time spent in customs is crucial for identifying delays and improving compliance processes. Where to get This event is triggered by a notification from a customs broker, the carrier, or a direct update from a governmental system. Capture Capture the timestamp of the event or status update indicating customs release. Event type explicit | |||
| ETA Updated | The system has generated or received a new Estimated Time of Arrival, ETA, based on real-time data. This event can occur multiple times throughout the shipment's journey as conditions change. | ||
| Why it matters Frequent or significant ETA changes provide insight into shipment volatility and predictability. Analyzing these updates helps in proactive delay management and improves customer communication. Where to get Captured from visibility platforms or carrier updates that provide real-time tracking information and revised delivery estimates. Capture Log each instance where the ETA field for the final delivery is updated after the initial booking. Event type explicit | |||
| Freight Invoice Audited | The carrier's invoice has been systematically or manually audited against the contracted rates, accessorial charges, and proof of delivery. This step verifies the charges before payment is approved. | ||
| Why it matters This is a key financial control point for ensuring freight spend accuracy. Analyzing the audit process can reveal frequent discrepancies and highlight opportunities for cost savings. Where to get Recorded when a shipment's bill status moves to 'Audited', 'Verified', or a similar state, indicating the matching process is complete. Capture Capture the timestamp when the invoice status is updated to reflect completion of the audit. Event type inferred | |||
| Freight Invoice Received | This activity marks the receipt of the carrier's invoice, or freight bill, for the transportation services rendered. It initiates the financial settlement phase of the shipment lifecycle. | ||
| Why it matters The time between delivery and invoice receipt affects financial forecasting and accruals. This event starts the clock for measuring the freight audit and payment cycle time. Where to get Captured when a new invoice record is created in the system, either through an EDI transaction, a manual entry, or an upload from a carrier portal. Capture Use the creation date of the freight bill or carrier invoice record associated with the shipment. Event type explicit | |||
| Tender Rejected by Carrier | Signifies that a carrier has declined the offer to transport the shipment. This event typically triggers a rework loop where a new carrier must be selected and tendered. | ||
| Why it matters Tender rejections are a primary cause of delays and increased costs. Analyzing the frequency and reasons for rejections helps improve carrier scorecards and procurement strategies. Where to get Captured from an incoming electronic message from the carrier or a manual status update in a carrier portal indicating rejection. Capture Identify the timestamp when the tender status is updated to 'Rejected' or a similar state. Event type explicit | |||
Extraction Guides
Extraction methods vary by system. For detailed instructions,