| Workflow assessment | Review of current shipment, document, communication, reporting and escalation practices | Assessment note and workflow map | Discovery and setup | Existing process notes, system access and stakeholder input |
| Administration SOPs | Step-by-step task instructions, ownership rules, escalation levels and quality checks | Standard operating procedure document | Setup | Approved business rules and internal owners |
| Shipment tracking register | Central view of shipment references, status, owner, latest update, next action and exception category | Spreadsheet, TMS update or shared tracker | Production | Order data, carrier details and update cadence |
| Exception management log | A structured register for delays, missing documents, failed delivery, returns, claims and unresolved partner responses | Exception tracker and ageing report | Production | Escalation matrix and priority rules |
| Document checklist | Required file types, naming standards, validation rules and missing-document workflow | Checklist and file index | Setup and quality control | Document requirements and folder access |
| POD and delivery note follow-up | Collection, logging and status reporting for proof-of-delivery and related delivery documents | POD tracker and completion report | Production | Carrier or warehouse contact details |
| Carrier and vendor follow-up log | Approved communication record with dates, response status and unresolved actions | Follow-up log and response summary | Production | Communication templates and contact lists |
| Returns administration tracker | Case-level record of return request, reason, status, evidence, warehouse action and closure | Returns tracker and closure report | Production | Return policy and ecommerce or support data |
| KPI and service report | Operational reporting on turnaround, backlog, document completion, exception age and service cadence | Weekly or monthly report | Reporting | Baseline data and KPI definitions |
| Handover and training pack | Workflow instructions, access list, tracker guide, review rhythm and improvement recommendations | Documentation and walkthrough session | Handover or ongoing support | Team availability and approval of final workflow |