BeyondTrucks BLOG

What Questions to Ask Your TMS Vendor About Workflow Automation

Workflow automation can transform operations in the trucking industry by streamlining processes and reducing manual effort. For trucking companies and field service applications, a Transportation Management System (TMS) with robust workflow automation capabilities can enhance efficiency and productivity. Here are key questions to ask your TMS vendor about their workflow automation features.

**1. What Processes Can Be Automated?**

Understanding the range of processes that can be automated is fundamental. Ask about the specific workflows the TMS can automate, such as dispatching, invoicing, compliance checks, and maintenance scheduling.

**2. How Customizable Are the Automated Workflows?**

Every business has unique requirements. Inquire about the flexibility to customize automated workflows to meet your specific needs, including setting triggers, conditions, and actions.

**3. Can the System Handle Exceptions and Escalations?**

Automation should not overlook exceptions. Ask if the system can handle exceptions and escalations, ensuring that unusual or urgent cases are promptly addressed.

**4. What Integration Capabilities Are Available?**

Integration ensures seamless operations. Inquire about the ability of the TMS to integrate automated workflows with other systems, such as ERP, CRM, and WMS, to ensure consistent data flow.

**5. How Are Automated Workflows Monitored and Managed?**

Effective monitoring is crucial for managing automation. Ask about the tools and dashboards available for monitoring automated workflows and making necessary adjustments in real-time.

**6. What User Permissions Are Available for Automation?**

Security and control are essential. Inquire about the user permissions available for setting up and managing automated workflows to ensure only authorized personnel can make changes.

**7. How Does the System Ensure Data Accuracy and Consistency?**

Automation relies on accurate data. Ask about the measures in place to ensure data accuracy and consistency across automated workflows.

**8. What Support and Training Are Available for Workflow Automation?**

Comprehensive support and training are essential for effective use. Inquire about the training programs, user manuals, and customer support options available for workflow automation.

**9. Can Automated Workflows Be Scaled?**

As your business grows, your automation needs may change. Ask if the TMS can scale automated workflows to accommodate increased volumes and additional processes.

**10. What is the Vendor’s Experience with Workflow Automation?**

Finally, evaluate the vendor’s experience with workflow automation. Request case studies or references from other trucking companies in segments like liquid and dry bulk, chemical transportation, petroleum transportation, and fuel transportation to understand their success and satisfaction.


Workflow automation can significantly enhance operational efficiency by streamlining processes and reducing manual effort. By asking the right questions, you can ensure your TMS vendor provides customizable, secure, and scalable automation solutions. A robust workflow automation system will keep your fleet running smoothly and your business competitive in the dynamic trucking industry.