MIS and KPIs — trustworthy, timely, and never late.
Operational and financial KPI reporting for freight forwarders, NVOCCs and 3PLs — with a single source of truth and a weekly cadence.
Overview
Bad MIS is worse than no MIS. Operanta's MIS desk builds and operates the reporting layer for freight forwarders and 3PLs — extracting from your TMS / ERP / CRM, cleansing the data, aligning it to your KPI definitions, and delivering weekly dashboards that leadership actually trusts.
Why the desk works
MIS is a discipline of trust — leadership must know that the numbers are right, on time, every week. A dedicated desk delivers that trust in a way ad-hoc analysis by an over-loaded ops manager cannot.
- Single source of truth for KPIs across TMS / ERP / CRM
- Weekly cadence with fixed publication windows
- Standard dashboard library plus bespoke ad-hoc analysis
- Data cleansing and reconciliation between source systems
- Documented KPI definitions and change-control
- Direct feed to leadership review meetings
MIS desk scope
Operational MIS
- Volume by lane, mode, customer, team
- On-time performance and exception rate
- Documentation accuracy scorecards
- CS response time, FCR and CSAT
- Vendor performance scorecards
Financial MIS
- Gross margin by lane, mode, customer, team
- DSO, AR aging and cash forecast
- AP aging and payment position
- Freight leakage recovery view
- Month-end close pack
Governance
- Documented KPI definitions and lineage
- Change-control on definition changes
- Source-system reconciliation reports
- Data quality alerts and exceptions
- Quarterly MIS review with leadership
How we onboard this desk
Discovery
30-minute call to scope volume, TMS, SOPs and offshore-able tasks.
Workflow audit
We document your as-is process and highlight high-leverage offshore work.
SOP build
Co-authored SOPs, screen recordings, quality gates and QC framework.
Pilot (30 days)
Single specialist runs a controlled pilot on a sub-set of work.
Scale
Phased ramp to full team strength with named team lead.
Monthly review
Scorecard, optimisation opportunities and capacity planning.
Industries we serve with MIS & KPI Reporting
- International freight forwarders (Tier 1 and SME)
- Non-Vessel Operating Common Carriers (NVOCCs)
- Customs brokers and trade compliance practices
- 3PL, contract logistics and warehousing operators
- Digital freight platforms and forwarders
Frequently asked questions
Which BI tools do you work in?
Power BI, Tableau, Looker Studio, Sisense, Metabase and native TMS / ERP reporting (CW1, MercuryGate, NetSuite).
Do you build dashboards from scratch?
Yes. Standard dashboard templates are available for freight forwarders and 3PLs; bespoke dashboards are built during the first 60 days.
How do you handle data-quality issues?
Every KPI has a documented source-system trail. Data-quality exceptions are flagged with a root-cause and routed to the owning team.
Can you deliver a weekly leadership pack?
Yes — a standard weekly leadership pack is a common part of the scope. Publication window is fixed (e.g. every Monday 09:00 in your local time).
Do you own KPI definitions?
No — you own definitions. Operanta operates them, documents lineage and manages change-control.
Trustworthy MIS, every week, without fail.
Book a discovery call. We will scope your MIS needs and propose a 60-day plan.