Lost, damaged or incorrect delivery of paperwork and documents can be costly for any company. In the transport industry delivery notes are a core component of day-to-day operations, and many of these documents are physical paper documents. Correct processing of these documents is vital to prove the delivery of products was made to the correct person, at the right address and on time.

The majority of companies operating in the transport industry still use cumbersome and inefficient paper-based systems to manage delivery notes. These processes are not only inefficient, but also costly because they are labour intensive. In the transport and logistics sector many outdated processes and systems limit access to key information when it is needed most.



The entire delivery process can be fully transformed with Connect. Using an App on a tablet or mobile phone, Connect allows key data to be digitally collected from any employee in the field. Because data is immediately captured and submitted to back-end systems, the issue of lost, damaged or illegible documentation is therefore eliminated.

Logging into a pre-populated form a driver or other delivery person can add delivery information, customer and shipment details into the device for immediate processing. Embracing the functionality of the device that has the App installed, real-time location information can be gathered and photographs of the person signing for the delivery can be taken. Through a combination of Connect and device technology, greater integrity surrounding the delivery is achieved. Once the information in the delivery form is completed, the data is automatically sent to the preferred business system at the click of a button. The technology within Connect also has the capacity to trigger other processes. These could be a follow up email once the information has been received in a CRM system, or an SMS to inform a customer that a package has arrived.

Connect uses real-time data capture to create full visibility of the process and transaction between office and field from beginning to end. With a central data storage point, access to all information can be made available at any time.

Business Drivers

  • Information flow between office and field is centralised eliminating departmental data silos.
  • Common processes are automated and integrated with existing ERP and financial systems.
  • Improved supplier/customer relations and greater employee efficiency as the result of an agile workforce.

lorry drivers

Ideal Documents

  • Purchase invoices
  • Dispatch notes
  • Delivery notes
  • Packing lists
  • Bills of lading
  • Freight bills

Benefits Of Using Connect Within Transport

  • Mission critical documents can be auto-generated through automated data extraction.

  • Manual retrieval, re-keying of data and error-prone documents are eliminated and photocopying is reduced resulting in paperless productivity.

  • Reduced use of proprietary printers and pre-printed forms and sending information digitally reduces costs.

  • Digital and automated processes reduce errors producing accurate documents in real-time.

Got a question?

Book a free phone consultation with one of our document automation specialists.

Case Studies

Connect has been successfully implemented in many organisations, bringing improvements to their document management processes, enhancing customer experience and improving the bottom line.

Connect - The UK's Trusted Business Process Automation Software site

Connect – The UK's Trusted Business Process Automation Software site