Project Planning and Management:

Cradle to grave identification of project goals, steps, milestones, timeline and deliverables. Determination of available resources and potential challenges up front to provide ample time to plan alternatives. 

Services Include:

Gene S. Spillum has been in Supply Chain and Freight Forwarding for 30 years. An accountant with significant operations process experience, a member of the American Institute of Certified Public Accountants, Chartered Global Management Accountant and CargoWise Service Partner for the CargoWise system. Our emphasis is business process, finance, accounting and systems with particular focus on integration of operations, sales and marketing with finance and accounts.

Gene S. Spillum offers setup, integration, and implementation services for:

System Setup:

Setup of system registry, chart of accounts, charge codes, branches, departments and organizations (customer, vendors, shippers and consignees). Review of reports and reporting to provide management and financial information timely, accurately, and securely.

• Transitioning to CargoWise from another Legacy system
• Upgrading your ​existing CargoWise instance to a current one
• Implementing additional modules of CargoWise to your existing instances, e.g. CargoWise Accounts

Conversion:

Identification of what is to be converted from the Legacy system; accounts receivable, accounts payable, shipment details, GL balances, reference files, etc. Determine how it is to be converted and how it is controlled to assure accuracy. 

Accounts and Operations Integration:

 Utilization of CargoWise Accounts enable real-time update of accounts and reports as shipments are processed. Establish revenue recognition rules, security and approval authorities, credit, dispute resolution, charge code mapping, accounting periods, default settings, reports and reporting. Linkage of operations job cost billing, costs and accruals to accounts. 

Process Analysis:

Mapping and evaluating existing business process to best fit or modify existing process to most effectively implement CargoWise. The system must work for you, in your environment.

Training:

Staff training on-site or remote over the web. Materials and documentation you keep.  Incorporation of the many CargoWise videos and training sessions, which are available for your later reference. 

Go-Live and Post Go-Live Support: 

On site, phone or web.