ForzaUKB

Entities — People, Seats & Systems

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Entities

The entities in ForzaUKB are the people, seats, and systems that appear throughout the workflow. Every wikilink — [[Nick]], [[HaulPay]], [[EZ-Loader]] — resolves to a page here. Use the backlinks panel on any entity page to see every step in the wiki that involves that person or system.

People

The named individuals at Forza and their roles in the workflow.

PersonRole
NickFounder/CEO — final approval authority for all financial risk decisions
CaseyExecutive Leadership — wiki architect, gap closure lead, systems integration
ConcettaAccounting — owns all Phase 4–7 accounting operations
JamesOps Manager — carrier vetting, load execution, fraud investigation
JenLogistics Coordinator — carrier sourcing, dispatch support
MartinaSales — Shipper qualification and handoff
SteveCarrier Relationships Manager — carrier network development

Seats

Functional roles in the Forza org structure. Seats define accountability in the workflow independent of who holds them.

SeatDescription
Founder-CEOFinal authority on policy, capital, and strategic decisions
Executive-LeadershipOperational architecture and cross-functional integration
CFOFinancial oversight, reserve management, compliance
VP-of-SalesShipper acquisition and revenue growth
Ops-ManagerLoad execution, carrier relations, exception management
Logistics-CoordinatorDay-to-day dispatch and carrier coordination
Carrier-Relationships-ManagerCarrier network development and retention

Systems

The tech stack that powers Forza’s operations. Systems are referenced throughout all 7 phases.

Core Operations

SystemRole
EZ-LoaderTMS — system of record for loads, Shippers, carriers, invoicing, and documents. Go-live targeted May 1–5, 2026
HaulPayFactoring partner — invoice advance, Shipper credit decisions, carrier payments for factored loads
QuickBooks-OnlineAccounting system — AR, AP, GL, invoice management, and financial reporting
PipedriveCRM — Shipper pipeline, deal stages, and sales tracking

Carrier Vetting & Compliance

SystemRole
HighwayCarrier onboarding, COI management, FMCSA compliance, fraud screening
SaferWatchCarrier safety and compliance monitoring
Trucker-ToolsLoad tracking, carrier visibility, ETA management

Load Board & Capacity

SystemRole
DATLoad board — carrier capacity sourcing
ParadeCapacity management and carrier matching
MVMNTCurrent production TMS (being replaced by EZ-Loader at go-live)

Banking & Finance

SystemRole
Fifth-Third-BankForza’s primary bank — ACH receipt for all Shipper and HaulPay remittances

Document & Communication

SystemRole
Microsoft-365-OutlookPrimary email — Shipper communication, remittance receipt, collection cadence
Microsoft-FormsIntake forms — Shipper onboarding data collection
SharePoint-OneDriveDocument storage — SOPs, trackers, remittance records
Adobe-Acrobat-ProPDF management — rate confirmations, BOLs, carrier documents
Apple-PagesDocument creation

Industry Reference

SystemRole
Produce-Blue-BookCredit and payment history reference for produce Shippers

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