Workflow Templates: Transportation Management System (TMS) Evaluation Checklist

Ensure the TMS offers end-to-end visibility across the supply chain

Assess the TMS for integration capabilities with other systems (ERP, WMS, etc.)

Verify the presence of core functions such as order management, planning and optimization, execution, and settlement

Evaluate the user interface for ease of use and intuitive navigation

Check if the system provides customizable dashboards and reporting tools

Confirm the availability of mobile access and responsiveness across various devices

Determine if the TMS can scale with the growth of your business

Assess whether the system can adapt to new transportation modes or expanded geographies

Evaluate the ease of adding new users, carriers, and customers into the system

Inquire about the typical implementation timeline and required resources

Understand the level of support and training provided by the vendor

Check the vendor’s policy and responsiveness on updates, upgrades, and troubleshooting

Review the pricing structure and identify any hidden costs

Calculate the total cost of ownership including implementation, training, and maintenance

Perform a cost-benefit analysis to ensure a good return on investment

Verify that the TMS meets industry security standards and data protection regulations

Assess the system's ability to enforce compliance with transportation laws and regulations

Ensure there is a robust backup and disaster recovery plan

Transportation Management System (TMS) Evaluation Checklist