Entities

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


People

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

PersonRoleContact
NickFounder/CEO — final approval authority for all financial risk decisionsnick@forzalogisticsgroup.com · 317-625-0575
CaseyPresident — UKB architect, gap closure lead, systems integrationcasey@forzalogisticsgroup.com · 317-417-8572
ConcettaAccounting — owns all Phase 4–7 accounting operationsconcetta@forzalogisticsgroup.com · 317-370-4455
MartinaSales — Shipper qualification and handoffmartina@forzalogisticsgroup.com · 317-476-3177

Full contact details: Team Directory


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
PresidentOperational architecture and cross-functional integration
CFOFinancial oversight, reserve management, compliance
VP-of-SalesShipper acquisition and revenue growth
Carrier-Relationships-LeadCarrier network development, load execution, carrier relations, document closing (hiring)

Systems

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

Core Operations

SystemRole
MVMNTTMS — system of record for loads, Shippers, carriers, invoicing, documents, and tracking. Forza’s permanent TMS as of 2026-04-28
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
Speed2QuoteEmail quoting + rate collection + RFP digitalization — sits upstream of MVMNT load creation

Carrier Vetting & Compliance

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

Load Board & Capacity

SystemRole
DATLoad board — carrier capacity sourcing, RateView analytics, iQ forecasts
ParadeCapacity management, CoDriver AI, Cascade/AutoAssign — via MVMNT integration

Banking & Finance

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

Document & Communication

SystemRole
Microsoft-365Email, document storage, productivity suite — Outlook, SharePoint, OneDrive

Industry Reference

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

Automation Architecture

SystemRole
HermesPrivate architect layer — designs rules and workflows. Going live 2026-04-28. Never executes.
n8nExecution layer — the only system permitted to write to production. Going live 2026-04-28.

See Automation Architecture for how these layers fit together.

Archived

SystemRole
MVMNTPrimary TMS. EZ-Loader migration cancelled 2026-04-28. See DECISIONS.md.*

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