Selected case studies and the outcomes we delivered

Problem01

New pension member registration was handled manually using PDF forms, making onboarding slow, repetitive, and difficult to manage at scale. Sales teams needed a simpler way to collect member information from the market, reduce paperwork, and submit clean data for processing.

Solution

We designed a digital pension enrollment platform that converts the manual registration form into an online data collection system. Sales agents and applicants capture member details through a structured form that validates required information before submitting applications through a modern web interface.

Outcome

The system improves member onboarding, reduces manual form handling, supports cleaner data collection, and gives the business a scalable way to collect applications through a simple online link.

Problem02

The team relied on external survey tools and manual Word/PDF questionnaires to collect responses from stakeholder groups — creating recurring tool costs, limited customisation, weak tracking, and extra manual work preparing responses for analysis. Larger studies needed tailored questions per respondent group, secure access, and export-ready data.

Solution

We built a survey automation platform on Next.js, Supabase (Postgres, Auth, Storage), and Resend. An authenticated admin console handles authoring, publishing, and dispatching secure magic-link invitations; respondents answer without logging in, with autosave, response tracking, offline/proxy entry, and clean exports for analysis.

Outcome

The system removed dependency on paid third-party survey tools, cutting recurring SurveyMonkey-style costs while giving the team full ownership of the workflow — plus better tracking, less manual data handling, cleaner exports, and a reusable platform for future surveys and stakeholder data collection.

Problem03

The reinsurance data pipeline had already processed premium, claims, treaty performance, cessions, recoveries, and treaty terms — but insights were only accessible through parquet files and pandas workflows. Underwriters, brokers, and finance teams couldn't view the portfolio, validate reconciliations, or support renewal advisory discussions through a simple browser interface.

Solution

We designed a read-only treaty analytics frontend with Next.js, TypeScript, Tailwind, shadcn/ui, TanStack Table, and Zod schemas on an adapter-based architecture — a mock adapter reads pipeline-generated fixtures with a Supabase adapter ready for future RLS integration. It delivers tenant-specific dashboards, client-scoped routing, reusable data tables, and role-based access for viewer, analyst, and admin users.

Outcome

Reinsurance portfolio insights became accessible through a browser, letting non-technical users review treaty performance, premium summaries, claims analytics, reconciliation checks, and report previews without touching notebooks or raw pipeline files. Sprint 1 delivered 10 key pages, from Dashboard and Treaties through Reconciliation Status and Report Preview.

Problem04

IFRS 17 is a complex standard, and slide decks, long documents, and classroom sessions made training static and hard to measure. Organisations also lacked a reliable way to track learner progress, identify knowledge gaps, motivate completion, and issue verifiable certificates.

Solution

We built a gamified platform with 15+ structured modules across beginner, standard, and expert difficulty levels — scored quizzes with instant feedback, XP, streaks, achievements, leaderboards, and tournaments. An AI-powered IFRS 17 tutor explains answers on demand, while an admin dashboard manages content, users, and multi-tenant company deployments with verifiable PDF certificates.

Outcome

Learning became engaging, measurable, and scalable: learners study at their own pace with instant explanations and tracked progress, while organisations gain visibility into completion, performance, and compliance readiness — plus a reusable digital training product fit for SaaS-style delivery.

Problem05

PRMF premium quotations were handled through manual spreadsheets, callbacks, and back-and-forth with members or client teams — slow, hard to scale, and dependent on internal staff. Members, HR teams, and advisors needed a faster way to calculate indicative premiums across ages, benefit options, and family structures.

Solution

We built modern web-based PRMF quote calculators that generate instant estimates from approved rate tables. Users select age, benefit option, and family size and receive a premium in seconds — with annual premiums for active members and lump sum payments for retirees. Each client deployment can carry its own rate tables, branding, benefit options, disclaimers, and user journeys.

Outcome

PRMF quoting became faster, clearer, and self-service. Members and client teams access indicative quotes without waiting for manual calculations, while organisations gain consistent pricing, reduced administrative workload, and a better digital experience for post-retirement medical planning.

Problem06

Claims data was scattered across spreadsheets and exports. Management reports were assembled manually each month, with limited consistency and no drill-down to branch or product level.

Solution

We modelled the core claims dataset, built a structured data pipeline, and developed an interactive dashboard with filters by branch, product, status, period, and adjuster. We added a clean management summary view for leadership.

Outcome

Reporting time dropped from days to minutes. Branch performance and turnaround time became visible in one place, enabling faster operational decisions and clearer board reporting.

Problem07

Pipeline data lived inside the CRM, while targets, commissions, and historical performance lived in Excel. Sales leadership lacked a single dashboard to see pipeline coverage, conversion, and rep performance.

Solution

We connected the CRM to a structured analytics layer, modelled the pipeline funnel, and shipped a leadership dashboard with views for pipeline coverage, win-rate, rep performance, and forecast vs. target.

Outcome

Sales leadership now run weekly reviews directly off the dashboard. Forecast accuracy improved and reps spend less time building manual reports.

Problem08

Motor premium calculations involve many rules, rates, limits, and validations. Done manually, the process was slow and prone to inconsistent or incorrect quotations.

Solution

We built a private comprehensive motor calculator with structured inputs, validation rules, and encoded premium logic — checking fields such as year of manufacture, sum insured, and applicable rating rules before producing a quote.

Outcome

Premium computation became consistent and repeatable, manual checking dropped, and staff get a cleaner, faster experience preparing motor quotations.

Problem09

The team was spending days reading lengthy tenders and extracting requirements, deadlines, and compliance clauses manually — a slow process that limited how many bids they could pursue.

Solution

We built an AI document assistant that ingests tender PDFs, summarises key sections, extracts requirements and deadlines into a structured table, and answers natural-language questions about the document.

Outcome

First-read review time dropped from a full day to under an hour. The team now triages and shortlists more bids per week without expanding headcount.

Problem010

A finance team was rebuilding the same management report every month: pulling exports, cleaning sheets, calculating metrics, and pasting charts. The process was error-prone and consumed several days each cycle.

Solution

We built an automated pipeline that pulls source data, applies the cleaning and metric rules, and produces a branded report with consistent visuals — delivered to a shared drive and email on a schedule.

Outcome

The monthly reporting cycle was reduced from days to minutes. Reports are now consistent, on-time, and free the finance team to focus on analysis instead of assembly.

Problem011

Agents and stakeholders needed a structured way to learn a major health provider's products, benefits, tariffs, provider tiers, and funds. Manual, ad-hoc training made it hard to track progress, assess understanding, or issue certificates consistently.

Solution

We designed a gamified training platform with learning modules, assessments, exams, progress tracking, and certificate issuance — standardising product knowledge and giving administrators a clear view of learner performance.

Outcome

The academy created a scalable training experience, lifted learner engagement, and gave administrators a reliable way to assess progress and certify participants.

Problem012

Retirement and financial planning depends on many assumptions, contribution scenarios, and benefit projections that are difficult to explain or explore using static spreadsheets.

Solution

We developed interactive financial and retirement planning tools that let users test assumptions, model contribution scenarios, visualise projections, and generate planning insights through dashboards and calculators.

Outcome

Users gained a clearer view of retirement scenarios, contribution impacts, funding gaps, and long-term outcomes — without wrestling with fragile spreadsheets.

Problem013

Many businesses run on Excel-heavy reporting for sales, expenses, invoices, cashflow, and monthly management packs — making reporting slow, repetitive, and prone to errors.

Solution

We built a business reporting dashboard that brings the key numbers into one place — revenue, expenses, profit, outstanding invoices, cashflow, and customer performance — alongside AI-generated management summaries.

Outcome

Owners and managers get clear visibility into performance in one view, without spending hours each month assembling manual Excel reports.