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Introducing Automation at WEL Companies to Expedite Logistics Scheduling Processes

Summary of the Problem

Manual Processes, Different Systems, and Not Working Together

  • Different web portals and APIs through which appointments must be made
  • Varied locations, facilities, and providers requesting shipments
  • Inconsistent data returned when making appointments and receiving errors

Between some routes needing appointments for multiple stops, the timing of each appointment adhering to cross-state legal requirements, and the intricacies of the legacy Transportation Management System, tribal knowledge prevented easy onboarding of others into the process.

Transportation Employee Disorganized Scheduling Mess
Transportation Employee Organized Scheduling

Approach to the Solution

Architecting Data Into Usable Formats

Automating Appointment Scheduling

  • Varies Web Portals: Each customer could use common web portals, or make their own.
  • Solving Anti-Spam Measures: Working with CAPTCHAs and rate-limiters protecting websites from malicious actors.
  • Navigating User Interfaces: No two portals are the same, but common functionality warranted reusable code.
  • Standardizing Information: Interpreting what the data shows versus what the portal expects before using portal responses to update data.
  • Handling Outcomes: Changes occur in websites, standards, and data, so accommodations must exist for unexpected results.
Transportation Employee Organized Scheduling

Use Case Highlights

Technologies Used

  • SQL Server
  • Power Automate
  • REST APIs
  • CSV, JSON, and Excel Files
  • JavaScript

Business Impacts

  • Documented Business Procedures
  • Improved Data Quality
  • Automated Manual Procedures
  • Standardized Process Decisions
  • Visualized Previously Hidden Data

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