
3PL Logistics Company
28 Employees (Pick/Pack, Kitting, Cross‑Dock)
S&L plugged practical discipline into our existing QuickBooks + Extensiv system—clearing the docks, lifting accuracy and OTD, cutting overtime, and giving my leads a simple dashboard so we run the floor with facts, not guesswork. They turned SOPs into screen-level workflows, set clear roles and alerts, and made slotting, pick paths, and cycle counts part of our daily rhythm. The result is smoother handoffs, faster decisions, and a team that knows exactly what to do—and when.”
Craig S. - President/Owner
Starting Situation
Rapid client onboarding led to dock congestion, slipping order accuracy and On-Time Delivery (OTD), and rising overtime—hurting service levels and costs for this NC Third-Party Logistics Company.
Approach
During our free 10-hour Business Review and 2-day on-site analysis, we identified the need for tighter inbound/outbound rhythm, smarter slotting, and a defined supervisor layer—plus updated Standard Operating Procedures (SOPs), clear Responsibility-Assignment (RACI), and a daily Key Performance Indicators (KPI) dashboard—all mapped to their QuickBooks + Extensiv stack (workflows, roles, and reports aligned to what they already use).
Focus — Project Implementation (what we actually installed and how it ran)
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Inbound cadence: Door schedule, staged receiving zones, and a visible dock-to-stock timer tied to Extensiv receiving.
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Smart slotting: ABC velocity re-slotting; fast movers near pack; system-directed putaway tasks through RF.
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Pick/pack standard work: One best way for batch vs. discrete pick; scan-verify; cartonization rules.
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Cross-dock lane: Marked staging with cut-offs; direct put-to-outbound to bypass storage.
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Supervisor layer: Leads per zone (receiving/pick/pack/ship) with role permissions and an escalation RACI. (RACI = Responsible, Accountable, Consulted, Informed)
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Daily dashboard + huddles: 10-minute shift start using Extensiv/QuickBooks KPIs: lines picked/hr, order accuracy, OTD, dock-to-stock, labor hours/order, incidents.
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Overtime guardrails: Labor plan vs. forecast; flex pool; approval gates before OT.
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SOPs & training: Short SOPs (receiving, pick, pack, ship, cycle count); buddy training and weekly audits.
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Cycle counts: ABC program with variance thresholds and CAPA log. (CAPA = Corrective and Preventive Action)
90-Day Results
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Dock-to-Stock time −46%; receiving accuracy 98.4% → 99.7%.
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Order accuracy 98.6% → 99.7%; OTD 89% → 97%.
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Labor hours per order −15%; overtime −28%
6-Month Results (Business Impact)
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6-Month Results:
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Customer churn −50% (service-level stability).
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EBITDA margin +2.1 points; warehouse incident rate −33%; stronger supervisor bench. (EBITDA = Earnings Before Interest, Taxes, Depreciation, and Amortization)
