Customer Story

Capstone Logistics

Decentralized budget collection for 76 leaders in one week.

About the Company

Capstone Logistics is a North American supply chain solutions provider with more than 600 operating locations, 20,000 associates, and 60,000 carrier partners. The company provides freight management, warehouse operations, last-mile delivery, supply chain analytics, and transportation optimization services.

The Situation

Capstone manages 600+ locations. Annual budgeting relied on weeks of manual collection from 11 VPs and 65 Directors, plus costly in-person planning sessions, and the final budget reflected what finance could gather, not what the business actually knew.

The Solution

Full deployment in just over a week, no additional licenses. Directors submit budget data directly and securely. Every submission is fully auditable, with no manual coordinator in the loop.

The Result

Weeks of manual budget collection eliminated; a more granular, accurate corporate plan.

“Reportworq allowed us to involve our directors directly in the budgeting process for the first time. The result is a more granular and accurate corporate plan.”

Finance Manager

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