Insurance Advertising Services Firm


This company provides a software platform that allows businesses to manage their logistics and transportation operations. Users can access a variety of tools and features such as shipment tracking, carrier selection, and freight bill auditing. Additionally, a full slate of digital marketing services, integrated media strategies and data science services are offered to insurance companies. 


The company faced challenges in their financial and operational reporting workflows, which resulted in inefficiencies. As the firm took on more complex projects, their existing processes became inadequate. Consequently, the company sought ways to optimize their financial and operational planning processes, allowing them to efficiently manage resources and achieve timely completion of tasks within budget. 

dF Solution Statement/Results

By implementing custom business rules and dynamic calculations, the firm was able to automate previously manual processes, reducing errors and freeing up valuable time for their staff. Additionally, the ETL data loads and smart reporting enabled the firm to access real-time data and insights into their financial and operational performance, empowering them to make more informed decisions faster.