{"id":22746,"date":"2022-09-08T11:13:00","date_gmt":"2022-09-08T11:13:00","guid":{"rendered":"https:\/\/urbantz.com\/resources\/rfp-requirements-last-mile-delivery\/"},"modified":"2021-12-09T12:58:05","modified_gmt":"2021-12-09T12:58:05","slug":"rfp-requirements-last-mile-delivery","status":"publish","type":"resources","link":"https:\/\/urbantz.com\/fr\/resources\/rfp-requirements-last-mile-delivery\/","title":{"rendered":"RFP requirements template for last mile delivery management systems"},"content":{"rendered":"\n<p>This &lsquo;list of requirements&rsquo; RFP template is designed to help you understand the features and functionality that a best-of-breed specialist platform for last mile delivery management should be able to offer in 2021-22.<\/p>\n\n\n\n<p>We&rsquo;ve split the requirements by environment and topic to make it easier to consume and compare offerings across different providers.<\/p>\n\n\n\n<p>The list was compiled based on our in-depth understanding of the urban logistics industry and in co-operation with a selection of our customers &#8211; to ensure coverage across their specific use cases and requirements for effective last mile delivery management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Platform<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1-1. Setup and configuration<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-1-a<\/strong>. Set up distribution centres\/hubs\/depots with operational times and restrictions<\/li><li><strong>1-1-b. <\/strong>Configure distribution center working hours<\/li><li><strong>1-1-c<\/strong>. Configure distribution center loading times, offloading times and vehicle capacity<\/li><li><strong>1-1-d<\/strong>. Add external carriers to which the platform will assign delivery jobs<\/li><li><strong>1-1-e<\/strong>. Easily integrate platform with external carrier technology systems<\/li><li><strong>1-1-f<\/strong>. Option to configure external carriers to access a locked platform environment &#8211; often called an \u00ab\u00a0associated platform\u00a0\u00bb. Typically useful for smaller carriers without their own route optimisation systems<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-2. Fleet management<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-2-a. <\/strong>Support vehicle setup parameters: capacity, weight, volume and any special features (e.g. refrigeration, lift, crane)<\/li><li><strong>1-2-b. <\/strong>Configure vehicle capacity parameters and dimensions specific to delivery type and workflows (e.g. pallets, boxes, barrels, crates)<\/li><li><strong>1-2-c. <\/strong>Set vehicle cost parameters (cost per day, per hour, per km driven, etc)<\/li><li><strong>1-2-d. <\/strong>Set special vehicle restrictions (e.g. range, length of shift, type of driver license)<\/li><li><strong>1-2-e. <\/strong>Option to flag vehicles for specific capabilities (e.g. refrigeration, loading from both sides, electric, crane)<\/li><li><strong>1-2-f. <\/strong>Set vehicle acceleration and cruising speed figures<\/li><\/ul>\n\n\n\n<!--more-->\n\n\n\n<h4 class=\"wp-block-heading\">You can access this template in spreadsheet format <a href=\"https:\/\/urbantz.com\/fr\/rfp-requirements-template-for-last-mile-delivery-management-systems-2\/\">ready for use here<\/a>.<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">Alternatively, click the image below to see the PDF version.<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/hubs.ly\/H0-MvLY0\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1920\" height=\"2717\" src=\"https:\/\/urbantz.com\/wp-content\/uploads\/2021\/11\/RFP-requirements-template-for-last-mile-delivery-management-systems-cover.png\" alt=\"RFP requirements template for last mile delivery management systems\" class=\"wp-image-21585\" srcset=\"https:\/\/urbantz.com\/wp-content\/uploads\/2021\/11\/RFP-requirements-template-for-last-mile-delivery-management-systems-cover.png 1920w, https:\/\/urbantz.com\/wp-content\/uploads\/2021\/11\/RFP-requirements-template-for-last-mile-delivery-management-systems-cover-768x1087.png 768w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">1-3. Drivers management<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-3-a. <\/strong>Add drivers to the platform and set their address (location), type of vehicle and driver license held<\/li><li><strong>1-3-b. <\/strong>Manage driver leader boards<\/li><li><strong>1-3-c. <\/strong>Manage driver skills (e.g. assembly, electrician)<\/li><li><strong>1-3-d. <\/strong>Manage driver shifts, holidays and assigned distribution centres<\/li><li><strong>1-3-e. <\/strong>Automatically assign drivers to routes<\/li><li><strong>1-3-f. <\/strong>Option to manage virtualised fleet or assign drivers manually to specific vehicles<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-4. Route Planning<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-4-a. <\/strong>Support for vehicle-specific route planning, accounting for vehicle type (e.g. electric vehicle, diesel engine, ecargo-bike)<\/li><li><strong>1-4-b. <\/strong>Support for vehicle-specific mapping data<\/li><li><strong>1-4-c. <\/strong>Support for vehicle-specific historical traffic data<\/li><li><strong>1-4-d. <\/strong>Ability to optimise for cost, low CO2 emissions, better customer service, etc.<\/li><li><strong>1-4-e. <\/strong>Support for importing routing data (external planning or fixed routes)<\/li><li><strong>1-4-f. <\/strong>Support for smart service time (time on site) and skills (e.g. electrician, recycling) in planning<\/li><li><strong>1-4-g. <\/strong>Support for all delivery and collection models (e.g. click and collect, delivery to locker, delivery from store)<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-5. Real-time control of delivery operation<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-5-a. <\/strong>Real-time map view of entire operation<\/li><li><strong>1-5-b. <\/strong>Option for manual route creation and editing<\/li><li><strong>1-5-c. <\/strong>Predictive alerts for delays \/ build-up of delivery issues<\/li><li><strong>1-5-d. <\/strong>Option to manually edit routes and reassign jobs in real-time<\/li><li><strong>1-5-e. <\/strong>Option to communicate with driver in real-time<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-6. Time slot selection and optimisation<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-6-a. <\/strong>API to fully integrate with ecommerce websites allowing for recipient to select delivery \/ pickup time slots<\/li><li><strong>1-6-b. <\/strong>Ability to feed ecommerce platform with intelligent (ranked) timeslots for the purpose of &lsquo;slot-steering&rsquo;: to encourage slot booking behaviour that will increase drop density, lower cost, cut CO2 or other definable metrics<\/li><li><strong>1-6-c. <\/strong>Ranking based on algorithmic logic that accounts for previously booked nearby deliveries (low CO2) and the specific delivery features (service time, skills, etc.)<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-7. Optimisation<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-7-a. <\/strong>Ability to support optimisation by specific vehicle type<\/li><li><strong>1-7-b. <\/strong>Support for historical traffic data<\/li><li><strong>1-7-c. <\/strong>Configurable optimisation goal: Optimise for cost, better customer service, lower CO2 emissions, etc.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-8. Optimisation across fleets and external carriers<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-8-a. <\/strong>Functionality to manage interactions with external fleets delivering for you<\/li><li><strong>1-8-b. <\/strong>Functionality to assign delivery jobs to large fleets (carriers or 3PLs) in a smart way that follows your business rules to a granular level<\/li><li><strong>1-8-c. <\/strong>Support for smaller fleets to manage their delivery operation via a locked platform environment that sits as a subset of your own platform. Often called an \u00ab\u00a0associated platform\u00a0\u00bb.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-9. Dashboards and reporting<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-9-a. <\/strong>Actionable dashboards, with filtering and exporting capabilities for KPIs and performance parameters across drivers, fleets, external carriers, distribution centers, etc.<\/li><li><strong>1-9-b. <\/strong>Report designers and functionality to easily export data into business intelligence (BI) or data warehouse environments<\/li><li><strong>1-9-c. <\/strong>Ability to configure all system tables within the platform for specific data fields time frames<\/li><li><strong>1-9-d. <\/strong>Option to manually or automatically extract (export) data<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-10. Scripting and metadata support<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-10-a. <\/strong>Ability to extend the platform database without coding to accommodate your own business data and build specific, granular workflows<\/li><li><strong>1-10-b. <\/strong>Add features at the driver&rsquo;s app, customer tracking page and general workflow levels, without resorting to coding and in a self sufficient way<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-11. Zones<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-11-a. <\/strong>Support for creation of geographical zones by plotting on map or using postcodes<\/li><li><strong>1-11-b. <\/strong>Use of zones for smart planning and assignment of carriers, drivers, distribution centres, vehicle types, etc.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-12. API connection with third parties<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-12-a. <\/strong>Rich API to connect to external carrier platforms<\/li><li><strong>1-12-b. <\/strong>Rich API to connect to WMS, TMS, OMS, eCommerce platforms, ERPs, CRMs, etc.<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1-13. External carriers and fleets<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>1-13-a. <\/strong>Integration via API<\/li><li><strong>1-13-b. <\/strong>Optional ability to assign them a subset platform &#8211; often called an \u00ab\u00a0associated platform\u00a0\u00bb &#8211; for management of their assigned delivery jobs<\/li><li><strong>1-13-c. <\/strong>Ability to track delivery job progress in real-time across all carriers<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">2. Drivers<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">2-1. Mobile application<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>2-1-a<\/strong>. Support for a complete digital (paperless) experience including chain of custody and (contactless) proof of delivery<\/li><li><strong>2-1-b<\/strong>. Use of both in-app and external navigation software<\/li><li><strong>2-1-c. <\/strong>Communicate with both dispatcher and recipient<\/li><li><strong>2-1-d. <\/strong>Support for all required workflows<\/li><li><strong>2-1-e. <\/strong>Support for route preparation, loading, delivering, pickups and returns<\/li><li><strong>2-1-f. <\/strong>Support for running on both Android and iOS devices<\/li><li><strong>2-1-g. <\/strong>Multilingual UI based on phone language<\/li><li><strong>2-1-h. <\/strong>Ability to resequence jobs and create new jobs on the fly<\/li><li><strong>2-1-i. <\/strong>Ability to select routes and transfer routes or jobs to other drivers<\/li><li><strong>2-1-j. <\/strong>Support for metadata configuration to enable design of custom driver workflows (e.g. in-app instruction to check temperature gauge at beginning of route or not to forget tools for assembly)<\/li><li><strong>2-1-k. <\/strong>Support for in-app hyperlinks to external files or apps<\/li><li><strong>2-1-l. <\/strong>Support for geofencing and \u00ab\u00a0onsite\u00a0\u00bb capturing<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">3. Customer experience<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">3-1. Customer support and ticketing<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>3-1-a<\/strong>. Delivery and collection-dedicated customer service and ticketing module<\/li><li><strong>3-1-b. <\/strong>Ability to create actionable tickets to address delivery issues<\/li><li><strong>3-1-c. <\/strong>Option to assign and track execution of tickets<\/li><li><strong>3-1-d. <\/strong>Ability to integrate internal ticketing module with external CRMs<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3-2. Track and trace<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>3-2-a<\/strong>. Fully brandable track and trace experience, regardless of carrier completing delivery<\/li><li><strong>3-2-b. <\/strong>Ability to easily configure tracking page in temrs of branding, look and feel, functionality and content<\/li><li><strong>3-2-c. <\/strong>Support for differentiation of look and feel and functionality by customer or items being delivered\/picked up<\/li><li><strong>3-2-d. <\/strong>Ability to collect analytics and configure post delivery surveys<\/li><li><strong>3-2-e. <\/strong>Functionality to offer additional fully configurable services from the tracking page (e.g. assembly, removal of packaging, battery disposal, recycling, etc.)<\/li><li><strong>3-2-f. <\/strong>Can reschedule delivery or pickup<\/li><li><strong>3-2-g. <\/strong>Integrations with external customer review platforms e.g. Trustpilot<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3-3. Messaging<\/h3>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>3-3-a<\/strong>. Configurable email and SMS messaging<\/li><li><strong>3-3-b. <\/strong>Full control over content, plus look and feel<\/li><li><strong>3-3-c. <\/strong>Control over delivery events that trigger notifications<\/li><li><strong>3-3-d. <\/strong>Functionality to send notifications via any SMS gateway or email system<\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Understand the features and functionality that a best-of-breed last mile management platform should offer in 2021-22.<\/p>\n","protected":false},"author":2,"featured_media":21545,"parent":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"resources-category":[351],"resources-tag":[386,366,382,375,362,390,358,370],"class_list":["post-22746","resources","type-resources","status-publish","has-post-thumbnail","hentry","resources-category-guides-fr","resources-tag-3pls-fr","resources-tag-last-mile-fr","resources-tag-customer-experience-fr","resources-tag-best-practice-fr","resources-tag-industry-news-fr","resources-tag-multi-fleet-management-fr","resources-tag-retail-fr","resources-tag-logistics-fr"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"This RFP template is designed to help you understand the features and functionality that a best-of-breed last mile management platform should offer in 2021-22.\" \/>\n\t<meta name=\"robots\" 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