Move from portfolio planning to a second-carrier evaluation
This guide covers carrier roles, routing, and review across the portfolio. Move into a second-carrier evaluation when you can name a warehouse, client, and parcel segment that may need a complementary path alongside USPS. That keeps a portfolio decision from turning into a wholesale replacement.
- Evidence to prepare
- Record the origin and handoff conditions, destination ZIPs and address types, weights and dimensions, delivery promises, current costs, and exceptions. Keep the comparison within the same shipment segment and identify the record period and unsettled charges.
- If evidence is incomplete
- Build the baseline when the current path or comparable records are unstable. Verify eligibility and handoff when coverage or collection conditions are unclear. Keep using the primary path without expanding automated diversion.
- Next decision
- Use the five-stage evaluation to continue, supplement locally, or pause for that segment. Name an owner and preserve the existing route before piloting. Use both cost and service outcomes to support expansion.



