Map the real workflow
List every handoff from load entry through dispatch, driver execution, documents, billing, settlement, safety, and maintenance.
A carrier TMS is an operating change, not only a software subscription.
List every handoff from load entry through dispatch, driver execution, documents, billing, settlement, safety, and maintenance.
Ask every vendor to run the same representative load, exception, driver pay rule, document, and accounting result.
Include migration, training, integrations, mobile access, support, storage, and the internal time required to change.
Review permissions, audit history, backups, exports, incident response, and the practical path to leave the system.
Bring real examples and the people who perform the work. A polished demo matters less than whether a dispatcher, driver manager, biller, safety lead, and owner can follow the same load without rebuilding information by hand.