The client's estimators built estimates in claims estimating software, but projects ran in separate construction management software.
BaseForge Advisors
team of 11-25 · clients 251-1,000 to 1,001-5,000 people · Greenwich, CT
BaseForge Advisors is a Greenwich, Connecticut firm that turns broad AI mandates into focused, measurable projects. It serves middle-market, private equity-backed and technology companies, starting with strategy and small validations before building and rolling out solutions. Team of 11 to 25. Strategy assessments, prototypes, workflow automation, custom software and data work, plus training.
Solutions
3 on fileThe lender operated across all 50 states, each with its own compliance rules, and tracked employee compliance through inconsistent manual processes.
The biggest operational and growth bottleneck was their speed and accuracy in quoting transports.