What Is Dock Scheduling
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and Dock Scheduling Blog
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The dock is a key part of any operation. It is the critical interface between the inside and outside for product coming and going. It can be a choke point and a source of pain, or it can be a model of efficiency that reflects your entire operation.

If you are learning, shopping or simply curious, this guide will walk you through everything you need to know about Dock Scheduling. This practical guide is also available as a PDF.

Note: Concerning COVID-19 and general global sustainability efforts, if you would like to know how Dock Scheduling can help create a safer, more efficient, and more environmentally friendly work environment, we welcome you to check out our White Paper, The Paperless Pandemic.

 

2. Dock Scheduling Software & Appointment Management System: What’s the Difference?

 

Appointment Management System

First, one must recognize that Dock Scheduling is not merely about booking an appointment in a given time slot. Contrary to individuals who simply wish to book an appointment in, say, a medical clinic, scheduling trailers needs to consider dock and floor space, equipment, labour, business priorities (production J-I-T to retail promotions) and then some. Therefore, from the start, one needs to recognize that scheduling trailers and containers in and out of a facility touches business processes, such as inventory, production, and customer orders.

The traditional pen and paper approach to scheduling doesn't provide the maximum efficiency due to the multiple variables in play (load types, vehicle types, load priorities, etc.). In addition, changing the scheduling system involves many players in and around the warehouse. Managers may feel that finding a solution that satisfies all the team members’ requirements a daunting task to prevent:

  • The challenge of keeping an up-to-date version where various internal stakeholders can access the information it contains.
  • Carriers still have to be notified by phone or email when a change is needed.
  • Communication errors can happen in a manual system, especially when things get busy.
  • You need to have perhaps more than one full-time scheduler on staff.
  • If your scheduler gets sick or quits, you'll be scrambling.

 

Dock Scheduling Software

Dock Scheduling software is meant to optimize trucks’ flow in and out of the docks at a warehouse or manufacturing facility. However, the software also has other inherent benefits, such as eliminating the need for emails and phone calls to book and amend appointments and reporting on KPIs.

Since the dock operations are adjacent to warehouse operations and because TMS manages loads in and out of the site, it is natural that complimentary software providers extend their product offering by also promising to manage Dock Scheduling.

Here's how a Dock Scheduling System will transform how you work:

  • Dock Scheduling moves beyond appointment management by enabling sophisticated prioritization of customers, suppliers, loads, product types, carriers, and more, depending on your specific business needs. In essence, it’s a capacity planning tool; or a 'smart schedule.'
  • It allows direct communication between the system and carriers and enables real-time visibility via a web portal to anyone who needs it, including carriers, suppliers, internal staff, or customers.
  • Its communication abilities mean that phone calls, faxes and emails between your staff and carriers are eliminated.
  • A Dock Scheduling system can also have reporting capabilities that include audits on loads delivered, enabling compliance information to be recorded and transmitted automatically.

Plan / Schedule / Measure / Communicate

The best way to optimize the supply chain is by implementing collaborative and automated systems and, hopefully, leverage data integration between information systems and mobile technology.

3. 10 Warning Signs You Need a Dock Scheduling Software

Independent of the type of business you operate, Dock Scheduling relates to managing the shipments’ timeliness for both inbound and outbound traffic in your facility. Intuitively, one would think that scheduling is required only when the traffic exceeds the capacity to receive or ship. Although volume is important, it isn’t the only determining factor. Dock Scheduling is all about maximizing your dock operations’ efficiency from the standpoint of your labour, equipment, and business requirements.

Surprisingly, most operators don’t recognize the real cost of their Dock Scheduling inefficiencies. You don't need to be experiencing all these problems for your docks to be operating inefficiently. Even exhibiting one or two of these symptoms means there are steps you can take to streamline operations and enhance efficiency to improve productivity and cut costs.

Typical Symptoms of Inefficient Dock Scheduling

At the dock

1. There is frequently a lineup of trucks in your yard.

2. Drivers complain about the wait times at your docks.

At the desk

3. Staff are frequently on the phone with carriers, making appointments and answering queries about where drivers are.

4. Internal clients, like sales or purchasing, call to find out where the product is.

5. There is lots of paperwork: Daily, weekly, monthly reports, truck manifests, driver detention invoices... it builds up and takes too much of your time to manage.

Costs

6. Carriers are getting testy about making pickups and deliveries at your site. As a result, your customers are unhappy and are penalizing you because of late deliveries.

7. Staff are working too much overtime and seem to have many downtimes when no trucks are arriving or leaving.

Quality and Safety

8. Safety is compromised because people are in a hurry. Mistakes are made. Debris builds up.

9. Maintenance may be skipped.

10. You don't have any insight into carrier performance.

Still not convinced? Here are some common myths about Dock Scheduling debunked in this White Paper:

  • "A Dock Scheduling Software is Too Expensive"
  • "Dock Scheduling Over The Web – My Carriers and Suppliers Will Never Do It!"
  • "My Vendors Will Never Buy Into the New Scheduling Process"
  • "We Can’t Afford to Refuse Loads So Why Bother Scheduling?”
  • "I Don’t Need A Dock Appointment Scheduling Because I Deal With A 3PL."

4. Why You Should Integrate a Dock Scheduling Software as Soon as Possible

Dock Scheduling will provide you with one single goal: Optimize your operations. Your business will turn over a new leaf because it will leap into new habits that will streamline day-to-day tasks with a blink of an eye and improve relationships in the overall Supply chain (Read about The Lean Supply Chain in our article).

Visibility

Integrating a Dock Scheduling system in your operations plays a leading role in alleviating obvious pain points when scheduling appointments:

  • Back-and-forth Communications
  • System Updates
  • Appointments Change Requests
  • Internal Communications

However, visibility means much more than knowing where your merchandise and workforce are. It means taking into account the unforeseen impacts of appointments multiple variables:

  • Knowing when drivers are expected at your docks
  • What volumes (pallets, units, weight) they’ll deliver/pick-up
  • The load types (floor loaded, palletized, containers), etc.

A practical example that comes to mind is one most often seen in the retail and distribution industries. We hear warehouse managers complain that their purchasing departments place orders with little consideration for their warehouse capacity. As a result, the buyers simply don’t have visibility on warehouse capacity.

After implementing the Dock Scheduling system and integrating PO data from their ERP/WMS, the warehouse managers can now see the expected volumes. They can either adjust their capacity (e.g., labour) or advise the buyers ahead of time to correct the incoming volumes in the coming days. Improved visibility eliminated the element of surprise, reducing the risk of cluttering the floor with overflow stock and, more importantly, improved warehouse productivity by reducing overtime labour.

Automation

Through automation:

  • Labour savings; eliminate 95% of emails and phone calls sent to the schedulers related to appointment requests, amendments, confirmations and cancellations.
  • Labour savings; eliminate 100% of phone calls and emails from internal customers – the buyers and salespeople (customer service) who contact the warehouse for status updates on shipments.
  • Labour savings; schedulers are wasting time entering appointment data into ERP, WMS, TMS, LMS when the appointment's information and time stamps can be integrated electronically into the complementary information systems.
  • Labour savings: eliminate 100% of the time spent compiling reports regarding arrival times (on time, late, unloading, etc.).
  • Maximizing dock turnaround time. Reports detailing times to load/unload per appointment will provide managers with the tool to maximize their docks’ productivity.


Becoming Paperless and Contactless

The Future is Paperless

Do you remember when paperless efforts in the supply chain were only related to 'green' initiatives? Saving paper was the big thing - and still should be, but current events have driven a renewed demand for avoiding paper.

This White Paper discusses the various ways in which automated processes will not only help keep your business alive during these uncertain times but will also reassure your workforce that they are safe while at work.

  • Technology for the paperless future
  • Becoming a "Shipper of Choice"
  • Speed, accuracy, and accountability
  • Sustainability
  • Cost Savings

Paperless

5. Other Impacts of Poor Dock Scheduling

Strategies to alleviate the bottom-line pain that shippers feel due to a lack of truck drivers range from; improving the profession's image, attracting more drivers, improving the productivity of those who remain, and changing transportation and network options.

Driver's Shortage

Shippers are up against serious challenges. Numerous factors combine to make it difficult for manufacturers and retailers alike to achieve the increased volume, speed, and accuracy of our booming economy.

Put simply, constrained capacity has turned transportation – specifically trucking, which moves about 70 percent of freight – into a pain point for many shippers. It's a story we’ve heard before, but this time it's worse than ever. Moreover, many of these challenges are systemic, meaning everyone faces them, and they demand more creative solutions to ensure bottom-line success. This paper will look at the many factors contributing to the capacity crunch, explore some ways shippers try to pretend it's not a problem, and then offer some practical methods for improving the situation.

This White Paper on Driver's Shortage provides a deeper understanding of the causes of the situation and outlines ideas you can apply to your own logistics operation.

Driver Shortage_1


Becoming a Shipper of Choice

The driver shortage has seriously contributed to a tightening of the transportation market, and shippers are now being forced to compete for carriers’ services.  To keep their transportation costs under control and remain efficient, shippers will need to review their modus operandi if they want to sustain and grow their bottom line.

Here are four must-reads on becoming a shipper of choice! :

  • Levelling up: Navigating the New Trucking Landscape (Read White Paper)
  • Learn how to become a Shipper of Choice (White Paper)
  • 3 Key Tips to Becoming a Shipper of Choice (Read Blog)
  • Carrier Review - On the Road to Becoming a Shipper of Choice (Read Blog)
  • Dock Scheduling: 3 Factors Impacting your Relationship with Carriers (Read Blog)

 

Better Customer Relationship

We’ve occasionally received inquiries from operations managers, typically in manufacturing or 3PL environments, who admit they need to get their docks organized because their customers complain about driver wait times and slow turnarounds. However, their scheduling process is either nonexistent or improvised - far from being Lean.

In their case, implementing a Dock Scheduling software like C3 Reservations forces them to change their business processes and implement ‘best practices’ - a cornerstone in building better customer relationships.

6. Choosing the Right Solution for You: A Buyer's Guide

For essential tips on shopping for Dock Scheduling software, download C3's ultimate buying guidebook: Everything you need to know about Dock Scheduling Software

At this point, we might have you convinced to adopt a Dock Scheduling system. But with so many options out there - from best-of-breed off-the-shelf applications to in-house custom-developed software -here is what you should be looking out for when shopping with specific requirements in mind.

Here are four main considerations you should focus on when looking for a new Dock Scheduling system: Functions, User Interface, Data Sharing and Technology.

Functions

  • Management of multiple receiving and shipping sites should be part of the offering.
  • Standing appointments are key. With them, you should book the loading dock space and pre-configure the labour and space requirements in the warehouse.
  • Configurable expiration dates also allow for cancellation and freeing up the slot for another user.
  • Document attachment functionality should be part of the package. Systems should attach any document to an appointment booking, from packing slips to BoLs, POs and more.
  • A web portal that is accessible by both carriers and suppliers is an important piece. This 24-7 self-serve option would allow them to book their appointments and update the schedule as needed.
  • The ability to customize constraints. Whether as simple as differentiating between palletized or non-palletized shipments or with complex logic based on product type, POs, vendors, and more, you should be able to get a system that will work to the rules you set.
  • Custom appointment durations will be helpful. If you have shipments that take longer or shorter times than standard, you can set parameters to customize the ones you need.
  • Automation that may be adapted to your needs. Choose which carriers receive fully automated service and which need hands-on attention.
  • It should be possible to transmit automated notifications to users by email.
  • Just about any action can be set to trigger a notification, and you choose which users need certain notifications.

 

User Interface

  • Mobile-enabled scheduling should allow warehouse, yard staff and drivers to quickly capture key data points on their devices, such as time-stamps for arrivals, on-dock and departures.
  • Web-based scheduling should have drag and drop functionality. Most users are now familiar with applications offering drag and drop and intuitive user interfaces, significantly reducing the training level required.
  • Users may be permitted to access the system from anywhere, and to the level they require for their particular function. Multiple languages and time zones should be supported.

Data sharing

  • Integration with multiple systems should be a basic function of the system. Whether it's WMS, ERP, TMS, or something else, your scheduling software should be able to 'speak' to these other systems easily, allowing data to flow in either direction.
  • Reporting should be easy and adaptable. It should be possible to extract data daily, share it with your other systems, or export it directly. Reports should be flexible, and it should be possible to grant rights to specific users to create, edit or read-only, depending on their needs.
  • An audit function should allow you to track and manage the carriers’ performance and your operations to designated KPIs. The system should be able to audit results against your own set of business requirements.

7. Build or Buy?

There are a few ways you can get the Dock Scheduling system you need. Options include developing it in-house, buying a licensed software, or choosing Software as a Service (SaaS).

A) In-House Development

In-house development may seem like a good option if you have a unique setup with custom legacy software and IT resources sitting idle. However, once you factor in all the time and resources it would require to develop your solution—unless you are a software development firm—chances are you'll find yourselves behind schedule and ultimately with an out-of-date product. There’s so much expertise on the market at the moment that in-house development just doesn’t make good business sense.

Can You Afford in-House Development?

You have a strong and dedicated I.T team that knows the ins and outs of your warehouse operations. But are they aware of all needs, and do they have 360-degree visibility and communication on everything going on in and out?

Okay, let’s say you’ve chosen to build your solution. That’s the first step. Now, when exactly will this solution be in place and at what cost for your business?

When evaluating the costs and time, consider gathering your requirements, designing the application and its architecture, developing the front-end and back-end, testing the solution, buying the hardware, deploying the application, setting it up and VOILA! Months, maybe even years have gone by, and you’re maybe going live with your solution. You’ve spent valuable internal IT resources on a project that could’ve been long deployed. Result: your competitors are way ahead of you, and your business is deploying out-of-date software. Remember: you’re developing an application that will (hopefully) have a web front-end so your vendors and carriers can manage their appointments. It needs to be future-friendly. We all know how quickly web technology evolves and can become outdated in a matter of months.

Another aspect related to cost is that software providers are already offering Dock Scheduling as software-as-a-service (SaaS). This ensures you limit your financial exposure. ‘Pay-as-you-go’ Dock Scheduling allows you to subscribe to the service and pay only for what you need. No upfront capital expenditure. You’re guaranteed to reap the benefits from day one.

B) Licensed Software

Licensed software requires a sizable investment in hardware to run it on. It may leave your organization vulnerable to data breaches when the system runs on your servers (due in part to external portal access). It generally requires a substantial commitment to maintaining in-house IT resources as well.

C) A SaaS Best-of-Breed Solution

A SaaS solution, on the other hand, requires no hardware and no software. It is scalable and quick to implement. SaaS systems also avoid the security concerns about letting outside users inside the company firewall because they are hosted in secure data centers and are frequently updated to ensure security keeps up. These systems are easily customizable and can effectively communicate with your enterprise systems. SaaS systems are also less expensive and can offer an ROI in only a few months.

 

You’re Not THAT Unique

Companies look into building their Dock Scheduling solution because they believe this will ensure they hit the mark on 100% of their requirements. Well, I’ve got some bad news for them: it’s not the case!

First off, Dock Scheduling vendors have been working for years with teams of developers and business specialists to address the challenges faced by companies’ multitudes. They’ve designed their software to answer the needs of manufacturers, distributors and 3PLs in an ever-growing list of industries... don’t you think you fit somewhere in there and can benefit from that exposure?

Additionally, keep in mind that new requirements and ideas evolve as a product is developed. It just comes with the territory. This means you’ll need to accommodate them somehow in your software (or you could let the business down and tell them they’ll have to wait for the next version... oh wait, when’s that going to happen with bespoke software?). With an off-the-shelf solution, chances are the software vendor has encountered this requirement with other customers and already has features addressing it in its service.

 

Think, Integration

At some point, you’ll want your solution to interact in some way or another with systems in your enterprise (if not, see my second argument about new requirements...). Are all these systems bespoke pieces of software you’ve developed over the years? If so, maybe building is for you.

But for most companies out there, it’s more likely they’ve got ‘off-the-shelf’ products from well-known vendors for several of their larger systems (ERPs, WMS, TMS, YMS, etc.). Going with a software vendor with a proven track record in integrating these systems (or even specific products) can simplify your integration project and ensure you get the most of your brand new Dock Scheduling system.

 

Costs for Licenced Software vs. SasS

The software cost will vary greatly, whether you buy a licensed software or a SaaS platform, like C3 Reservations.

SaaS Dock Scheduling System:
  • Annual recurring fees including maintenance, upgrades and support
  • Set-up fees if applicable
Licensed Software
  • Recurring user/site license fees
  • Recurring support and maintenance fees
  • Set-up fees if applicable
  • In-house infrastructure and maintenance costs

 

You Chose a Vendor. What Are the Other Considerations? Implementation Best Practices

  • Streamlining and getting your (ware)house in order
  • Adopting a Dock Scheduling system doesn't mean it can be integrated and used with a single click.
  • A crucial part of the process is to assemble a successful project team that will work in harmony with your vendor's team. Clear communication between all departments is key, but if you are interested in 10 tips for a successful implementation, you can check our list here in our practical guide about Buying a Dock Scheduling Software.

8. Understanding R.O.I: How to Build Your Case

 

Are You Cutting Costs or Investing?

Do companies call us for a Dock Scheduling system strictly because they want to cut costs? Rarely. In a recent inquiry, the person wrote:

‘’I am the logistics manager. I need a Dock Scheduling software that
will provide me with peace of mind and eliminate archaic complications.’’ 

No mention about cutting costs here; not that price wasn’t important. We can easily say that almost all inquiries we get are related to resolving process issues, from plain inefficiencies to execution errors deemed critical.

Cost Savings

What potential gains will you obtain from a Dock Scheduling software?  

  • There are the obvious direct labour savings related to the scheduling tasks (eliminating the phone calls and emails) - about 80-95 percent savings.
  • All the fees due to a poorly planned schedule that incur overtime labour and driver detention fees should be eliminated. Conversely, a well-planned schedule will assist you in labour planning.
  • Detention fees paid out due to drivers waiting or to trailers sitting in the yard (not being tracked and returned in time).
  • Detention fees paid in overage because the business did not have the appropriate documentation (timestamps) to disprove the driver’s story.
  • Tracking KPIs such as driver turnaround times, on-time and late arrivals, etc. Reports could also include shipment errors and volume variances in real-time.
  • Through data integration with your existing information systems, you can expect to eliminate duplicate data entry, ensure data integrity and speed up entire processes.
  • Augment product safety with greater visibility of your supply chain, secure site access and respect regulatory requirements (C-TPAT, OPA, PPP). Here is how a consumer goods manufacturer ditched Google Sheets and Outlook calendar for C3 Reservations and how it helped them obtain their C-TPAT certification (Link to Case Study).
  • Overtime labour due to poor planning. Receiving unplanned goods at the end of a shift and requiring unloading and receiving personnel to stay late.
  • Multiple calls and emails from internal customers (buyers, sales, CSRs) inquiring about whether the product has arrived or shipped. Estimate the number of calls/emails per day x minutes spent per communication.
  • Loss of productivity due to a lack of reporting on unloading/loading times. Without being a labour management software (LMS), a scheduling solution provides reports on time spent between the arrival and departure of trailers by account, carrier, dock teams, and so forth.
  • Safety and security fines due to cluttered exit doors (true story). Receiving too many pallets or breakdown loads at an inappropriate time forces staff to pile up goods anywhere they can. If inspectors arrive on-site and witness infractions (blocking security exits), the business is fined.

9. Dock Scheduling ROI Calculator

Here are some pain points you can quantify in dollars.

While for some of you, the need for a scheduling system is painfully apparent. The pressure to implement one may be coming from senior management. It might be necessary for others to demonstrate the value to management before getting the budget to proceed. In that case, the next step is to estimate the cost of inefficient operations.

  • Driver detention fees
  • Unnecessary trailer demurrage fees
  • Unscheduled overtime pay
  • Premium transportation services
  • Lost shipments
  • Lost time injury costs due to poor loading dock safety practices
  • Fines for breaking health and safety regulations due to trip and fall hazards or improperly maintained equipment


How does this add up? A quick Example:

Let’s use this small operation as a reference example:

  • 20 appointments/day
  • Receiving opened five days/week
  • 5 minutes/appointment (phone calls or email thread)
  • 5 minutes/appointment to update schedules and systems 10% of rescheduled appointments
  • Five calls/week from buyers1 activity report/week (2 hours of work)

This adds up to 20 hours of work per week to manage a single schedule of 100 appointments.

Added to these management costs are the costs of not having a proper appointment management system in place:

  • Dock staff overtime due to poor workload balancing
  • Missed hot loads
  • Double-ordering due to lack of visibility
  • Failure to compile (and potentially chargeback for) non-compliance issues

Of course, a Dock Scheduling system may not replace the need for a scheduler, but Imagine the time that could be saved if this process was automated – even partially. Time is invested in more proactive tasks such as measuring and enforcing vendor compliance, for example.

Use our ROI Calculator to calculate your yearly savings and download your free report:

How C3 Solutions Can Help You Build Your Case.

  • Talk to our Experts! Request a personalized demonstration of C3 Reservations, our best-of-breed Dock Scheduling software, or C3 Yard, our award-winning Yard Management software.

    Our product experts will walk you through the application via an online meeting center and answer your questions. Click here to request a demo!
  • Choose from a myriad of resources that will help you seal the deal with your decision-maker - from White Papers to case studies and industry-oriented programs (FOOD & Retail); we have +20 years of expertise ready to be shared among your peers so that you are ready to take it to the next level.

 

Further Readings


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