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Learn How to Get Started with Managed Transportation | ShipperGuide

Written by ShipperGuide Team | May 8, 2026 - 3:35 AM

Key Takeaways

  • The right time for managed transportation is before complexity hits.
  • A major account raises the stakes faster than most teams can handle.
  • New accounts, M&A, and staff changes all signal when MT fits best.
  • Managed transport pays off most when it starts before pressure peaks.

If your business has been running smoothly for a while, it can be hard to know when the time is right to bring in managed transportation services. This article explains various scenarios to consider when exploring a managed transportation team.

What Are the Signs You've Outgrown Self-Managed Transportation?

The clearest sign is a single business moment, not a slow decline, that exposes how much manual effort was propping up the operation. Knowing when to bring in managed transportation support is not always obvious, especially when day-to-day operations feel manageable. But certain business moments signal that your transportation network is about to be tested in new ways, whether through rapid growth, organizational change, or shifting market conditions. The scenarios below are common turning points where managed transportation services deliver the most value, helping you stay ahead of complexity rather than reacting to it.

  • You just won a major retail account.
  • You've just been acquired or just acquired someone.
  • You're migrating ERPs.
  • You're growing faster than you can hire.
  • You have a new supply chain leader.
  • Your contract renewals are looking difficult.

You Just Won a Major Retail Account

Winning a major retail account is a moment worth celebrating, and one that immediately raises the stakes for your transportation operation. Once the celebrations settle, it is time to take a hard look at your transportation operation. Larger accounts come with stricter delivery windows, higher volumes, and tighter performance expectations. A managed transportation partner can help you protect that customer relationship and consistently meet retailer requirements.

You've Just Been Acquired or Just Acquired Someone

When you merge with another company, you are also combining multiple networks into one. Without strong oversight, the complexity of joining two transportation operations can lead to service disruptions. Managed transportation companies provide the assessment, analysis, and planning needed to unify networks into a single functional operation.

You're Migrating ERPs

Updating your enterprise resource planning system improves visibility into your network and helps you better manage sales, customer, and financial information. But transitioning from one ERP to another often creates confusion when sales and order data are not mapped properly. Managed transportation experts can work with your team to ensure data is correctly mapped between systems, so that order fulfillment can continue in a timely fashion.

You're Growing Faster Than You Can Hire

Every growing company experiences growing pains, especially when growth outpaces hiring and training capacity. Take the pressure off your team by bringing an outside expert into the process with managed transportation services. A professional team can take care of planning, tendering freight shipments, and executing payments to carriers on your behalf. This frees your staff from added workload and gives them more time to focus on scaling the business.

You Have a New Supply Chain Leader

When your company brings in a new VP of Supply Chain, one of their first moves will be asking tough questions about your transportation operation. Rather than scrambling to assemble cost benchmarks and baseline metrics internally, consider getting an outside analysis of your network. A thorough third-party managed transportation assessment provides objective information and ROI-focused recommendations your new supply chain leader can act on immediately.

Your Contract Renewals Are Looking Difficult

With ongoing uncertainty around fuel costs, tariffs, and the broader economic outlook, contract renewals can be a difficult moment for shippers. Managed transportation partners often deliver better rates and stronger capacity, thanks to established carrier networks they have built over time. Their experts use these relationships to negotiate better rates and apply their expertise to uncover additional cost savings. If you're heading into a renewal, these are the questions worth asking before your next RFP.

Recognize your situation in two or more of these scenarios? A transportation assessment may be the fastest way to address these challenges and unlock operational improvements.

The Transportation Assessment Process

At Loadsmart, we use a comprehensive transportation assessment process designed to maximize returns for our clients. The process starts with data collection, where we gather the past three or more months of freight data, followed by data analysis using analytics tools and AI-driven insights.

Loadsmart's transportation experts then conduct a thorough review and deliver a final report with recommendations tailored to your business. Those recommendations feed directly into ongoing freight execution, so the assessment translates into day-to-day carrier tendering and load consolidation, not just a one-time report.

What Will a Transportation Assessment Report Actually Show You?

Our detailed assessment report covers the full scope of your transportation operations. The goal is to bring visibility to your network, highlight where operations can improve, and identify where you can save money.

Olympic Steel ran freight sourcing through decentralized email and phone chains across its divisions, which led to missed and double-booked loads and left leadership without usable data. After an assessment surfaced those gaps and the company moved to a managed model, a single division saved more than $260,000 in transportation spend within the first year. The report is where that kind of gap gets found before it compounds.

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Loadsmart's experts identify where your company is overpaying on lanes, freight contracts, and network inefficiencies. We also surface performance gaps, such as low tender acceptance rates, and opportunities for mode optimization and contract negotiation.

From Assessment to Go-Live: Loadsmart's Deployment Process

When we work with a company to improve its transportation network, Loadsmart follows a structured implementation process. Our deployment process follows the proven phases used in successful customer launches.

Phase 1 is a comprehensive assessment of your network, freight spend, service levels, and tech capabilities.

Phase 2 covers sourcing strategy, including post-budget development and freight RFPs.

Phase 3 involves full systems integration and deployment of your managed transportation operation.

Phase 4 delivers continuous monitoring, KPI-driven improvement, and ongoing optimization by your dedicated Loadsmart team.

Request Your Free Transportation Assessment Today

Loadsmart helps your company focus on what drives your growth, from your products to your people. We manage your transportation network and scale operations alongside you, combining expert review with AI-driven systems.

Ready to get started? Contact Loadsmart for a free transportation analysis to uncover savings opportunities and close costly gaps in your network.

Frequently Asked Questions

How Long Does a Transportation Assessment Take?

A managed transportation assessment with Loadsmart involves data collection, AI-powered analysis, expert review, and a final recommendations report. Timing varies depending on data volume and complexity.

What Data Do I Need to Provide for the Assessment?

Three months of freight data is typically sufficient, though more may be helpful if seasonality or recent network changes need to be captured. We recommend including transportation transactions from different departments, systems (or manual), and freight terms.

Is There Any Cost or Obligation for the Initial Assessment?

No. Loadsmart provides a free, no-obligation initial assessment for shippers interested in exploring a managed transportation partnership. Here's how to move from that assessment to a quote faster.

How Fast Can My Managed Transportation Program Go Live?

Your managed transportation program through Loadsmart can go live in as little as 90 days, with assessment, design, deployment, and ongoing optimization handled in structured sprints. For the full phase-by-phase breakdown, see this guide to managed transportation implementation.