Introducing Winfree Consulting® LLC
Winfree Consulting® LLC was founded by Terrell Winfree in 2021 which is a conglomerate of Independent OTM consultants that have been implementing OTM longer than 15-20 years and come together to provide affordable, quality, efficient solutions.. Terrell has been implementing the Oracle Transportation Management (OTM) application since 1999 (25 Years).
She spent 17 years with a major third-party logistics (3PL) provider where she successfully completed more than 80 implementations with budgets of 50K-7M in North America, Latin America, and Europe for customers in all industries including 3PL, Consumer and Retail, Life Sciences, Chemical Industrial, Oil and Energy, Technology, and Automotive.
Terrell started her consulting career in 2014 as a Managing Consultant at DXC Technology formerly CSC for 6 years. At DXC Terrell led an OTM Practice made up of functional, technical, integration, support, and DBA resources both onshore and offshore. Terrell’s team successfully completed several multi-year implementations ranging in deal sizes 15K-10M and developed innovative integrated solutions and accelerators for OTM.
Terrell has specialized and is known for the development and implementation of innovative, efficient, quality solutions for business-critical customer processes as well as developing quality OTM implementors, super users, and end users.
Winfree Consulting® LLC is committed to providing experienced, quality, functional and technical resources that will not just complete an implementation but will ensure that the most effective, efficient, and user-friendly solutions will be deployed on time and on budget.
Consulting Services
Contact us for your next project
Implementation and Application Support
- End to End Implementation of OTM (Cloud or On Premise)
- Migration OTM On-Premise to OTM Cloud
- Migration from Legacy TMS Platforms to OTM
- Upgrade Support
- New Functionality Deployment
- Comprehensive OTM Health Check (Functional and Technical)
- Application Management and Support Services
Business Process and Management Consulting
- Continuous Improvement and Business Process Assessments
- OTM Cloud Readiness Assessment
- OTM Roadmap Planning
- Resource Training (Implementation Users, Super Users, or End Users)
- Project Management
Comprehensive OTM Health Check
Technical Check Up
Technical Check Up
Technical Check Up
- Technical Analysis & Performance Assessment
- Workflow Agent Efficiency Analysis
- Property Settings – Queue Sizing
- Integration Review
Functional Checkup
Technical Check Up
Technical Check Up
- User Experience Assessment
- Business Process and Configuration Review
- Identification of beneficial functionality improvements
Cloud Migration Assessment
- Configuration and Customization Analysis
- Data Migration Strategy
- Integration Strategy
- Business Process and Transformation Opportunities
Our approach to the health check and assessments includes interactive sessions with users to discuss their current processes, pain points, and future operational plans. We also do an extensive review of your OTM environment configuration from both a functional and technical perspective including your OTM Analyzer Report, configuration, customization's, and integrations.
The comprehensive health check includes complete documentation of findings, short term and long-term recommendations, and a roadmap to help you plan for improvements to improve performance, stability, and user productivity.
Our approach to the health check and assessments includes interactive sessions with users to discuss their current processes, pain points, and future operational plans. We also do an extensive review of your OTM environment configuration from both a functional and technical perspective including your OTM Analyzer Report, configuration, customization's, and integrations.
The outcome of this assessment is a complete report of our findings and recommendations. Each finding includes a detailed description of the finding and 1 or more recommendations to address the findings if required. Our recommendations include a rating for each recommendation that helps you to gauge the Effort vs Benefit that you will receive to help you plan the sequence of items.
Our consultants have been implementing OTM for more than 15-20 years and have experience in every industry. The benefit of experienced resources when doing a Health Check or Cloud Migration is that we’ve seen the different ways that customers operate and know the best practices, we know the common mistakes that are made during implementations and what to look for. We’re not just considering the technical aspect, but we also consider your business processes, current and future operational goals, and users experience.
Notary Signing Services
Mobile Notary Public and Loan Signing Agent
Notary Information
- Commissioned State - Georgia
- Notary Expiration Date 09/29/2026
- NNA Certified - 9/30/2022
- Background Check Date 10/03/2022
- E/O Insurance $1,000,000 Expiration 04/14/2023
- Laser Dual Tray Printer with 52ppm printing
- Mobile Scanner for Scanbacks
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Contact Us
We love our clients, so feel free to connect with us and let us know how we can collaborate with you and design success!
Winfree Consulting® LLC
Terrell Winfree - Managing Partner & Consultant (770) 712-7680 info@winfreeconsulting.com
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