Feature Deep-Dive ·Transportation Management

B2B Logistics Optimization

AI-native operations for enterprise B2B shipping.

✦  16-18% cost savings; 90%+ FADR (from ~75%) in a premium B2B express network

The problem it solves

B2B logistics is where enterprise money quietly leaks. A single pharma shipment misses a hospital’s 11 AM dock slot, and the whole truck sits until the next day — dock-demurrage, driver overtime, a chargeback, and an SLA credit all fire at once. A distributor’s 24-ton line-haul rolls at 68% utilisation because trunk planning happens in a spreadsheet that no one trusts past Thursday. An e-way bill timestamp slips by an hour and the shipment gets held at an inter-state checkpoint. Customer promise was “next working day” — reality is “next week, maybe.”

The hardest part is that every one of these failures is recoverable if anyone knew in time. B2B freight teams do not lack effort; they lack signal. They inherit a patchwork of SAP, a legacy TMS, three carriers with different track-and-trace, a customer portal that is read-only, and a WhatsApp group for exceptions. When a shipment slips, the loss is eight handoffs and forty minutes away from anyone who could have intervened. By the time it surfaces, it has already cost the invoice — and usually, the customer relationship is already being renegotiated on the next QBR slide.

What it is

B2B Logistics Optimization is Shipsy’s vertical stack for enterprise B2B shipping — trunk, middle-mile, last-mile, and customer experience — wired together as a single operational loop. It pairs Astra for trunk and last-mile planning, Multi-Carrier Intelligence for 3PL allocation, Clara for customer-experience resolution, Nexa for freight-invoice enforcement, and Vera for carrier-dispute automation — all running over a unified B2B TMS.

What makes it different: it treats a B2B shipment as a multi-leg, SLA-bound, appointment-driven, compliance-regulated job — not as a single tracking number. Enterprise SLAs, dock appointments, e-way-bill compliance, and customer-specific settlement rules are first-class inputs, not afterthoughts. The platform is already live in premium B2B express networks, pharma distribution, industrial freight, and building-material supply chains.

It is also new-age in the sense that matters commercially: every workflow that used to sit in an ops person’s inbox — appointment confirmations, chargeback rebuttals, invoice reconciliation, customer ETA updates, dock-slot negotiations — runs as an autonomous agent with a confidence-tiered handoff to humans. The shipper’s organisational structure shifts from a large ops team managing exceptions manually to a smaller ops team managing agents and policy. This is not a dashboard story. It is a headcount-ratio story, and it is the single biggest reason enterprises choose to consolidate onto this stack.

Core capabilities

Capability What it does
Enterprise SLA enforcement Each customer’s SLA tree — delivery window, on-time commitment, dock-appointment tolerance, reefer temperature band, document package — is modelled and enforced shipment by shipment. Breaches are predicted, not reported.
Appointment delivery orchestration Dock-slot booking integrated with top customer portals (e.g. Carrefour, Walmart Retail Link, Reliance Retail Portal) or handled via agent-driven call/email to smaller receivers. Slot compliance tracked per shipment.
Multi-modal trunk + last-mile planning Trunk legs (FTL, LTL, air, rail) planned jointly with last-mile legs. A single optimisation run balances line-haul utilisation against last-mile window adherence — not two disconnected decisions.
E-way bill + compliance automation E-way bill generation, extension, and cancellation automated at the shipment level. Hazmat, FSSAI, GST, and ADR flows handled as workflow templates per customer and per lane.
Appointment-aware last-mile routing Micro-Cluster Route Optimization treats a dock appointment as a hard time-window constraint with a validated geometry. The route is built around the appointment, not adjusted afterwards.
Hybrid own-fleet + 3PL orchestration Trunk and last-mile allocated dynamically between own fleet, dedicated 3PLs, and spot carriers — via Multi-Carrier Intelligence. Volume-commitment tracking ensures contracted volumes are fulfilled without over-service.
Customer-experience resolution Clara handles customer queries, NDR (non-delivery report) rescues, and proactive ETA comms for B2B customers — who want formal, consistent, documented communication. 17+ incident types auto-detected.
Settlement + dispute automation Nexa reconciles carrier invoices against contracts and PODs; Vera handles disputes autonomously up to high-dollar confidence thresholds. At scale, 50%+ reduction in manual settlement effort is typical.
ePOD + document packaging Electronic proof of delivery with signature, photo, and document capture. Customer-specific document packages (LR, invoice, temperature log, quality certificate) bundled at the right handoff point.
Returnable packaging intelligence RPM tracking for crates, kegs, totes, and pallets — reconciled against customer accounts to prevent asset leak, a major profit drain in B2B distribution.
Customer portal + EDI Read/write customer portals with role-based access (procurement, receiving, finance). EDI (850/856/810/214) handled natively.
Exception command surface Atlas sits over the stack as the autonomous control tower — predicts breaches, triggers next-best actions, coordinates agents. The ops team manages by exception, not by dashboard.

How it works

The stack is organised as four horizontal loops — plan, execute, serve, settle — wired together by a shared event bus and governed by Atlas. Plan generates trunk and last-mile routes against SLA and compliance constraints. Execute runs shipments across own fleet and 3PLs, with live visibility. Serve manages customer-experience resolution via Clara. Settle closes the financial loop via Nexa and Vera. All four loops share a common data fabric: one shipment record, one SLA tree, one set of events, one audit trail. No stitching. No CSV reconciliation at month-end.

graph TB A[Order + SLA tree + customer rules] --> B[Astra Planning] B --> C[Micro-Cluster last-mile] B --> D[Trunk + multi-modal plan] D --> E[Multi-Carrier Intelligence] C --> E E --> F[Execution - own fleet + 3PL] F --> G[Live telemetry + ePOD] G --> H[Clara - customer experience] G --> I[Nexa - settlement] G --> J[Vera - dispute resolution] H --> K[Atlas Control Tower] I --> K J --> K K --> B

The typical shipment flow moves through five substantive decision points — allocation, dock scheduling, pickup execution, line-haul/last-mile execution, and settlement. Each is autonomous up to a defined confidence threshold; each escalates cleanly when the threshold is not met. The design philosophy is closed-loop-by-default: the same event that creates a delivery exception is the event that triggers the recovery action, the customer communication, and the settlement update — simultaneously, not sequentially.

This is what “autonomous B2B operations” looks like in practice. A delayed trunk leg is not a phone call from a driver to a dispatcher to a customer-service agent. It is an event: Astra re-plans the last-mile window, Clara sends a calibrated ETA update to the receiving customer, Atlas surfaces the breach to the control tower with the already-taken corrective action logged, and Nexa flags the dock-demurrage clause in the carrier contract. All four happen inside 90 seconds of the event landing on the bus.

sequenceDiagram participant Customer participant Astra participant MCI as Multi-Carrier participant Fleet participant Clara participant Nexa Customer->>Astra: PO + SLA + appointment Astra->>MCI: Multi-modal plan MCI->>Fleet: Trunk + last-mile bookings Fleet-->>Customer: Appointment-aware delivery Fleet-->>Clara: Exception events Clara-->>Customer: Proactive ETA + resolution Fleet-->>Nexa: ePOD + invoice Nexa->>Nexa: Contract reconciliation Nexa-->>Customer: Clean settlement

Proven outcomes

Customer type & scale Outcome
Premium Indian B2B express network, 49 cities, 3,500+ pincodes 16-18% cost savings on trunk + last-mile; first-attempt delivery from ~75% to 90%+; autonomous CX resolution for B2B receivers
Global alco-bev leader, 70+ countries, 2M+ annual distribution trips $25M+ carrier/vendor disputes autonomously resolved; 28% reduction in LSP excessive-stay payments; route-settlement automation from 70% to 90%
Global biotech scaling rare-disease therapeutics across 30+ countries Multi-country clinical-supply visibility with 21 CFR Part 11 audit trail; settlement-effort cut 50%+
UK’s largest newspaper distributor, £1.1B revenue, 24,000 retail locations Dawn-window distribution SLA held across 24,000 delivery points; exception resolution shifted from phone-based to agent-based

Integrations

  • ERP: SAP ECC / S/4HANA, Oracle EBS / Fusion, Microsoft Dynamics 365, Infor, Sage — bidirectional for PO, shipment, invoice, GR
  • WMS: Manhattan, Blue Yonder, Oracle WMS, Körber, native Shipsy WMS
  • Customer portals / EDI: Carrefour portal, Walmart Retail Link, Reliance Retail, BigBasket B2B, Metro B2B; EDI 850/856/810/214 native
  • Compliance: Indian GST + e-way bill portal, EU ADR, US DOT, GCC customs, FSSAI, FDA 21 CFR Part 11 (pharma)
  • Carriers + 3PLs: 240+ pre-built via Multi-Carrier Intelligence; includes all major Indian (Delhivery, BlueDart, TCI, Safexpress), GCC, EU, ANZ, and global express carriers
  • Telematics: Wialon, Wheelseye, Samsara, MiX Telematics, Geotab — CAN + GPS ingested for fleet analytics
  • Data platforms: Snowflake, Databricks, BigQuery for B2B margin analytics and customer-level profitability

Deployment

Phase 1 — Discovery (weeks 1-3). Customer-tree mapping (top 20 B2B accounts), SLA audit, compliance-workflow inventory, carrier and dock-partner inventory. Baseline on cost-to-serve per customer, FADR, on-time percentage, and settlement-cycle length.

Phase 2 — Configuration (weeks 3-6). ERP + WMS integration, customer-portal connectors, e-way-bill automation, contract and rate-card loading, SLA-tree modelling per top account. Multi-carrier adapter framework configured for current 3PL panel.

Phase 3 — Pilot (weeks 6-9). Launch on one lane family (e.g. North India metro lanes) with one customer cohort (top 5 accounts). Shadow mode on allocation and settlement for the first two weeks; cut-over on week 8. Exit criteria: 10%+ cost reduction, 5%+ FADR lift, and customer-team sign-off on CX resolution SLAs.

Phase 4 — Scale (weeks 9-16). Lane-by-lane and customer-by-customer rollout. Governance: a weekly ops review in the first 90 days, moving to a monthly margin review. Most enterprises reach full-scale by week 14-16, with financial impact visible by week 10.

Security & compliance

  • SOC 2 Type II, ISO 27001, GDPR
  • 21 CFR Part 11, GDP, GMP for pharma-regulated B2B lanes
  • Full audit trail on every agent decision — Clara, Nexa, Vera, Astra — with the confidence score that drove the action
  • Three-tier confidence scoring; high-risk actions (disputes > $50k, contract overrides, customer-SLA waivers) are human-in-the-loop by default
  • Regional data residency — EU data in EU infrastructure, India data in Indian infrastructure, GCC data in GCC infrastructure
  • Role-based access on customer portals; EDI certificates managed and rotated
  • PII minimisation across customer-facing workflows; consent-based contact in Clara

Case study callouts

Premium Indian B2B express network · 49 cities · 3,500+ pincodes

Greenfield deployment that paired trunk optimisation, micro-cluster last-mile, and multi-carrier orchestration on a single platform. 16-18% freight-cost savings and first-attempt delivery moving from ~75% to 90%+. Customer experience shifted from a call-centre model to an agent-backed model using Clara.

Read the full case study

Global alco-bev leader · 70+ countries · 2M+ annual trips

Deployed Vera for carrier dispute resolution — $25M+ resolved autonomously — and RPM intelligence for keg and crate reconciliation. LSP excessive-stay payments cut 28%. Route settlement automation moved from 70% to 90%.

Read the full case study

Global biotech · 30+ countries · rare-disease therapeutics

Multi-country clinical-supply operations with 21 CFR Part 11 audit trail across trunk legs, customs, and final-mile appointment delivery to hospitals and treatment centres. Nexa cut settlement effort 50%+; Clara handled proactive ETA comms with treatment sites.

Read the full case study

Frequently Asked Questions

How long does deployment typically take?

Most B2B enterprises go live in 10-14 weeks with a pilot lane/customer cohort in weeks 6-9. The phased structure means the first financial wins land by week 10.

Do we have to rip out our existing TMS?

No. Shipsy B2B can run as a planning + execution + CX overlay on an existing TMS (SAP TM, Oracle OTM, MercuryGate), or as a full replacement. Most enterprises start as an overlay on a specific lane family, then consolidate.

How does it integrate with our SAP / Oracle ERP?

Bidirectional integration for PO, shipment creation, goods receipt, and freight invoice. Standard connectors for SAP ECC / S/4HANA and Oracle EBS / Fusion; custom IDoc, BAPI, and REST extensions handled in the configuration phase.

How do you handle e-way bill and GST in India?

E-way-bill generation, extension, and cancellation are automated at the shipment level. GST inputs are validated against the ERP and against the customer master at the PO stage. Compliance exceptions flow into a dedicated Atlas queue with human-in-the-loop approval.

How does appointment delivery work for big customers?

Dock-slot booking is integrated with top customer portals (Carrefour, Walmart, Reliance). For smaller receivers, Clara handles appointment scheduling via call, email, or WhatsApp — logged, consent-managed, and audit-tracked. The route is then built around the confirmed slot.

How do you handle pharma-regulated B2B lanes?

With full 21 CFR Part 11, GDP, and GMP audit trails. Reefer temperature bands are monitored lane-by-lane, deviations trigger immediate escalation, and document packages (CofA, temperature logs, chain-of-custody) are bundled into the ePOD.

What about disputes with carriers — who owns that?

Vera. Carrier disputes are resolved autonomously up to confidence thresholds the customer sets (typical: $5k autonomous, $5k-$50k confidence-reviewed, >$50k human-in-the-loop). Customers at the $25M+ scale routinely resolve the majority of disputes without human touch.

What is the typical cost-to-serve reduction?

In a premium B2B express network, 16-18% on trunk + last-mile combined. In alco-bev and beverage distribution, 20%+ on dispute settlement plus 10%+ on route-settlement automation. The variability is driven by the starting state — digitisation level of the existing TMS, 3PL panel size, and SLA sophistication.

Can we start with one leg — for example, just last-mile appointment delivery?

Yes. Most B2B enterprises start with the leg that is failing most visibly — often last-mile appointment adherence or carrier-invoice leakage — and add the other legs in subsequent phases. The data model and APIs are designed for progressive rollout.

How does it integrate with our customer portals?

EDI (850/856/810/214) is native, and direct API connectors exist for major retail portals (Carrefour, Walmart, Reliance, Metro, BigBasket B2B). For mid-size customers, Clara handles email and WhatsApp-based appointment flows with full audit trail. For long-tail customers, a white-labelled portal is included out of the box.

How does autonomous CX work for B2B customers, specifically?

B2B receivers want formal, consistent, documented communication. Clara is tuned for B2B tone — structured ETA updates, pre-arrival documentation, delay explanations with recovery plans. 17+ incident types are auto-detected, and every resolution is logged for downstream audit and customer QBR reporting.