Coriven Case Study

How the Coriven Method Works: A 45-Employee Logistics Company Recovers $122K in Annual Waste

A before-and-after look at what happens when you stop working around your systems and start working through them.

Brightpath Logistics

Brightpath is a regional third-party logistics company handling LTL and FTL freight. 45 employees across dispatch, customer service, sales, warehouse, and admin. Approximately $9M in annual revenue [measured]. Their primary TMS — McLeod LoadMaster — was being used at roughly 40% of its capability.

45
Employees
~$9M
Annual Revenue [measured]
3
Domains Audited

Working Hard — Around the Systems, Not Through Them

Brightpath's team was spending over 114 hours per week [estimated] on manual work that their existing tools could handle — if anyone had configured them to do it. The result was triple data entry, multi-hop customer inquiries, and quoting from three conflicting spreadsheets.

114+
Hours/week on recoverable manual work [estimated]
$256K+
Annual labor cost of waste [estimated]
7
Operational findings identified
Before — The Daily Reality
Triple data entry: Every shipment status update touched McLeod, Excel, and Outlook — 25 hrs/wk [estimated]
Customer inquiries: "Where is my shipment?" required a 3-person relay chain — 15-20 min per inquiry, 25 times/day [estimated]
Manual quoting: 3 conflicting rate spreadsheets, 45 min per quote, 15-20% of opportunities lost to slower response [estimated]
Missing notifications: Only ~50% of customer status updates were actually sent [estimated]
EOD reports: 45 minutes every day, one person compiling from 4 sources [measured]
After — 90 Days Later
Single source of truth: McLeod tracking module activated, Excel tracker eliminated for 3 of 4 dispatchers [measured]
Direct CS access: Read-only McLeod access for CS team — inquiry volume dropped 40% [measured]
Quoting automation: Scoped for Phase 2 — rate consolidation underway
100% notification coverage: Automated emails triggered by status changes [measured]
Automated EOD report: Marcus reviews and sends — doesn't compile [measured]

Audit → Build → Train → Measure

Brightpath's engagement followed the Coriven Method across all four phases. Total engagement cost: $18,000 [measured]. Total customer time invested: ~30 hours [estimated].

Phase 1 — Audit

Find the Waste

Assessed 3 operational domains — dispatch, customer service, and sales — through discovery interviews with Sarah Chen (VP Ops), Marcus Rivera (Dispatch Manager), and front-line staff. Baselined 7 workflows totaling 114+ hours/week of manual effort. Scored each finding on business impact, speed to value, implementation effort, customer readiness, and strategic alignment.

Phase 2 — Build

Build the Fix

Implemented 3 quick wins within 2 weeks: activated McLeod's read-only access for CS (Finding 2), built automated notification templates triggered by McLeod status changes (Finding 5), and automated the EOD report pipeline (Finding 6). Began McLeod tracking consolidation (Finding 1) — 75% adopted within 90 days.

Phase 3 — Train

Train the Team

Trained 5 CS reps on McLeod read-only access. Trained 3 of 4 dispatchers on McLeod-only status tracking (1 dispatcher migration in progress). Trained Marcus Rivera on automated report review workflow. CS team achieved 100% adoption within week 1. Customer service team was eager — they felt the pain of no visibility daily.

Phase 4 — Measure

Prove It Worked

Measured results at 30, 60, and 90 days. Every number tagged as [measured] or [estimated]. Quick wins delivered 37.5 hours/week in measured savings. Finding 1 partial implementation added 15 estimated hours/week. Customer complaints about communication dropped from 3/month to 0 [measured].

7 Findings. Scored. Prioritized. Actioned.

Each finding was scored on a 5-point weighted model across business impact, speed to value, implementation effort, customer readiness, and strategic alignment.

Finding Score Before After (90 days)
Customer Inquiry Multi-Hop
Customer Support · Handoff Friction
4.40 Do First 35 hrs/wk, 15-20 min per inquiry, $81,900/yr [estimated] 27 hrs/wk saved, inquiry volume down 40% [measured]
No Automated Notifications
Customer Support · AI/Automation Readiness
4.35 Do First ~50% notification coverage, 7 hrs/wk manual, 3 complaints/mo [estimated] 100% coverage, fully automated, 0 complaints/mo [measured]
Manual EOD Reporting
Internal Ops · Manual Effort
3.85 Do Next 45 min/day, 4 sources, key-person dependency on Marcus [measured] 3.5 hrs/wk saved, automated, no key-person risk [measured]
Manual Shipment Status Updates
Internal Ops · Manual Effort
3.80 Do Next 25 hrs/wk triple data entry, 5-8% error rate [estimated] 15 hrs/wk saved, 75% adopted (3/4 dispatchers) [estimated]
Manual Quoting / Fragmented Rates
Sales Ops · Decision Speed
3.35 Do Next 30 hrs/wk, 45 min/quote, 3 conflicting spreadsheets [estimated] Planned for Phase 2 expansion
Duplicate Data Entry (McLeod → Excel)
Internal Ops · Data Flow
3.10 Do Next 8-10 hrs/wk, 5+ mirrored spreadsheets [estimated] Spreadsheet inventory underway
Knowledge Trapped in Dispatchers
Internal Ops · Process Clarity
2.40 Plan For 3-4 month ramp for new hires, ~$15K per turnover event [estimated] Deferred — planned for future phase

The Numbers Tell the Story

6.8x
Return on Investment [estimated]
$122,850
Annual savings [estimated]
52.5 hrs
Hours/week recovered [37.5 measured + 15 estimated]
56 days
Payback period [measured]
$18,000
Total engagement cost [measured]
37.5
Hours/week from quick wins alone [measured]
0
Customer complaints/month (was 3) [measured]
3
New customer accounts without additional hiring [customer-reported]

Inbound "where is my shipment?" calls dropped from 125/week to 75/week [measured]. Notification coverage went from ~50% to 100% [measured]. Key-person risk on EOD reporting eliminated [measured].

Phase 2: $129K–$320K in Remaining Opportunity

Four of seven findings were actioned in Phase 1. The remaining opportunities represent significant additional value — particularly the quoting automation, which carries both labor savings and revenue impact.

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Disclaimer: This case study is based on a simulated engagement using the Coriven Method. "Brightpath Logistics" is a representative company profile. All findings, scores, and results reflect the methodology and measurement framework Coriven applies to real engagements. Numbers tagged [measured] reflect verified data points within the simulation. Numbers tagged [estimated] are calculated from baseline data and implementation modeling. Actual results will vary by company, industry, and operational complexity.

All numbers carry measurement tags — [measured], [estimated], or [customer-reported] — because we believe in transparency. If we can't measure it, we say so.