Inchcape Shipping
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2025
Leadership
Stakeholder management
Global-scale cross-collaboration
Design system management
Client Inchape
A global shipping company’s digital transformation, with a focus on improving Port Call efficiency by creating and evolving various digital tools.
Headlines
250+ offices
$15m cashflow increase
20% output Increase
60 countries
150+
Years old
KPIs Exceeded
Overarching problem statement
Port operators use 3rd party systems for data capture, storage and processing. Heavy reliance on manual entry leads to errors, inconsistencies and different ways of doing the same task. This creates major business waste, with losses exceeding $100 million.
Who helped solve the problem
Cross collaboration with data architects, CEOs, CTOs, port operators, port managers, finance teams, and front and back-end developers from all over the world.
1. Port call Enquiries
Main pain points
Difficulty in tracking and managing the Enquiry lifecycle
Time consuming manual and error ridden key entry from Excel to Optic
Time wasted on Enquiries that go nowhere!
What we want to achieve
Automating data, cloning, and creating more accurate PDAs through tariff automation and management
Boost converstion Surface customer conversation rates, principal checks, historic data
Store all enquiry data in Optic to manage and track the process with status updates and clear categorisation
1. Streamline the existing commercial process flow
(used in Excel)
2. Understand and create a universal process that worked for commercial and end users
“As an operator, I want to see the follow up reminders so I have a better chance of conversion”
“As an operator, I want to see the reason why a Enquiry was lost, so I can create a PDA that has a better chance of conversion”
“As an operator, I want to see customer agreements to inform how much I charge and add agreements if necessary”
Enquiry Creation – Conversion
- Tracking – dashboard kanban style
- Surface customer conversion data
- Store contacts and notes on historic behaviour
Enquiry Creation – Speed
- Surface historic PDAs with converstion data
- Duplicate PDAs for multi-port enquiries
- Intergrateion of the Port cost calculator for fast cost estimates
Port Cost Calculator
Main pain points
Port cost calculators lack a central repository for tariff information and formal maintenance
No standardisation of the Tariff creation process on a global scale
Lack of knowledge sharing across teams & businesses
What we want to achieve
Estimate cost using our own cost calculator to speed up Proforma Disbursement Account production
Increase conversion, increase speed and accuracy of PDA creation
Store all Tariff Data in Optic to Manage and track
Tariff example for Mooring, Unmooring and Shifting
Tariff management
- Dashboard for tracking and updating
- Formula builder, visual and look-up options
- Duplicate options for complex tariff tables and repeat tariffs
Port cost calculator integration
The port cost calculator was intergrated with the current service grid to speed up cost estimation and increase accuracy
- Side panel introduced to clean up the current layout
- Estimates can be created by just hitting one button
- Granular level cost estimation using the side panel ( blending the advantages )
Transformation benefits
2-year cash flow improvements
“This is much much much faster.”
Opps manager Location – Rotterdamn
“This is perfect, a great job so far”
ROC manager
Location – Brazil – Santos
“Don’t make them mandatory!”
Port Manager – Service Delivery
Location – UK