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case study

Shipping Brokerage Platform with AI Document Automation, Advanced Analytics, and Predictive Compliance

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Shiplink ran on manual document handling and fragmented compliance checks. OTAKOYI replaced that with an AI-augmented platform — automating document intake, digitizing deal workflows, and adding predictive analytics.

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UAE
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9 Months
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Logistics
Team Members
1 Frontend Developer
1 AI/ML Developer
1 Business Analyst
1 Tech Lead
1 QA Engineer
1 UX/UI Designer
1 DevOps Engineer
Services

Learn how our client got:

  • AI-automated documentation replacing fully manual brokerage workflows
  • End-to-end deal digitization cutting negotiation cycle time by up to 40%
  • Predictive freight analytics reducing planning time by 30–35%
  • Automated counterparty compliance checks with 2-stage identity verification
  • Platform performance optimized for high-volume concurrent deal processing

TECHNOLOGY STACK

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STRAPI

CHALLENGE

Shiplink's brokerage operations depended on manual processes at every stage: documents exchanged offline, deal terms negotiated over email, and counterparty verification handled through fragmented third-party checks. As deal volume grew, the operational cost of this approach became unsustainable.

The client needed a platform that could handle the full brokerage cycle digitally, from counterparty onboarding and compliance verification through to deal negotiation, document management, and freight planning. Critically, automation had to be embedded into the workflow from the start, not bolted on later.

The client's input

  • Manual document handling across all deal stages creating delays and errors
  • No digital trail for deal negotiations and counteroffers
  • Compliance verification done manually with no audit trail
  • No analytics layer for freight planning and route optimization
  • Fragmented tools with no single operational platform
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OUR APPROACH

We began with a process audit across Shiplink's core brokerage operations, including mapping document flows, deal negotiation steps, counterparty verification, and freight planning touchpoints. Each workflow was assessed for automation potential before a single line was built.

From there we designed the full solution architecture and built each automation in parallel with Shiplink's backend team — validating every integration end-to-end before go-live. DevOps and QA were embedded throughout for platform stability and continuous delivery.

Processes we automated

  • Documentation — AI-assisted intake, classification, version control, and audit trail across all deal stages; charter party generation from agreed terms, bill of lading validation against deal data, and automated freight invoice processing
  • Regulatory compliance monitoring — AI-powered tracking of maritime regulations, sanctions lists, and jurisdiction-specific requirements, with obligations automatically assigned to owners with deadlines
  • Deal negotiation workflow — digitized offer, counteroffer, and acceptance cycle with full document linking, version history, and audit trail at every stage
  • Freight & route analytics — AI-powered cost, duration, and route predictions based on vessel availability, historical rate data, and route complexity
  • Notifications & monitoring — automated alerts for deal status changes, document updates, compliance deadlines, and counterparty actions across all active transactions
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THE PLATFORM

Three roles, one operational environment — the Shiplink platform gives charterers, vessel owners, and the brokerage team distinct toolsets that cover their specific part of the deal cycle, with automation handling repetitive work in the background.

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CHARTERER PROFILE

The platform functionality covers all the crucial aspects of managing shipments for charterers.

As a Charterer, users can:

  • Search and filter available vessels by route, capacity, and availability
  • Submit offers and negotiate terms digitally — no emails, no offline back-and-forth
  • Track deal documents automatically across every negotiation stage — no manual file management
  • Use the AI-powered freight calculator to predict shipping costs, duration, and optimal routes
  • Receive real-time notifications on deal status, counteroffers, and approvals
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Vessel owner profile

Vessel owners get full visibility over their fleet and incoming deals with automated alerts and document handling replacing the manual coordination.

  • Manage fleet profiles and tanker specifications in one place
  • Track vessel positions in real-time across active and upcoming routes
  • Negotiate counteroffers digitally with full document linking and audit trail at every step
  • Monitor fleet-level analytics — utilization rates, deal conversion, and route performance across active and historical transactions
  • Get automated compliance alerts when regulatory changes affect active routes, counterparties, or cargo requirements
  • Receive real-time notifications on deal updates, document changes, and compliance deadlines
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SPECIFIC FEATURES

Every industry has specific requirements for software solutions, and each business within that industry also has unique processes that need to be addressed with software.

Shiplink had several interesting features that needed to comply with their business specifics. The creation of these features helped our client fully transition from offline to online processes.

Automated compliance

Shipping brokerage operates across multiple jurisdictions — maritime regulations, sanctions lists, cargo documentation requirements, and port authority rules change continuously.

OTAKOYI integrated an AI-powered regulatory monitoring directly into the Shiplink environment. The system tracks regulatory sources relevant to Shiplink's operations, flags changes that impact active deals or counterparties, and converts them into structured obligations with assigned owners and deadlines.

AI document automation

On the Shiplink platform, document handling is automated end to end across the full deal lifecycle:

  • Automated document intake

    Uploaded documents are extracted, classified, and linked to the relevant deal automatically, eliminating manual sorting and filing

  • Charter party generation

    Deal terms agreed on the platform populate charter party drafts automatically, reducing preparation time and manual transcription errors

  • Version control and audit trail

    Every document revision is tracked with a full timestamp history, giving both parties and the Shiplink team a single source of truth at every negotiation stage

  • Bill of lading processing

    AI extracts and validates cargo details against deal terms, flagging discrepancies before they reach the counterparty

  • Freight invoice automation

    Invoices are generated from closed deal data and routed for approval without manual input

  • Document status tracking

    Outstanding, pending, and completed documents are surfaced in real time across all active deals, so nothing falls through the cracks

Automated deal workflow

In traditional shipping brokerage, deal negotiation happens across emails, phone calls, and disconnected documents with no single source of truth.

On the Shiplink platform, the entire negotiation cycle runs as a structured digital workflow. A charterer submits deal terms, the system routes them to the relevant vessel owner, and each response is logged automatically. The Shiplink team oversees every active deal as super admin, with real-time visibility across all negotiations and automated alerts at every status change.

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Advanced analytics

Shiplink's admin team operates with full analytical visibility across the platform through a centralized analytics dashboard — covering every deal, counterparty, and document flow happening in real time.

What the dashboard tracks:

  • Deal pipeline & cycle times — active deals by stage, average time from offer to close, and negotiation bottlenecks across the full brokerage operation
  • Freight rate benchmarking — historical and current rate comparisons by route, vessel type, and cargo to support faster, better-informed negotiations
  • Route & cost predictions — AI-assisted freight cost and duration estimates based on route data, vessel availability, and seasonal patterns
  • Counterparty performance — charterer conversion rates, vessel owner response times, and reliability scoring across all platform participants
  • Document processing metrics — time spent per deal stage, document completion rates, and outstanding items across active transactions
  • Compliance obligation tracking — real-time status of regulatory obligations linked to active deals, with overdue alerts and audit trail access
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AI-powered routing engine

Manual freight estimation in shipping brokerage means spreadsheets, experience-based guesswork, and significant exposure to pricing errors on complex routes. Shiplink's AI-powered routing engine replaces that with data-driven predictions generated in seconds.

Charterers input their cargo parameters and the system returns AI-calculated freight costs, shipment durations, and optimal routes — factoring in vessel availability, historical rate data, and route complexity. Multi-leg routes are modeled automatically, giving charterers accurate planning data before an offer is even submitted.

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The collaboration between our and the client’s teams has been exemplary, yielding desired outcomes. Our synergy in adopting suitable technological solutions for complex challenges, along with knowledge exchange and innovative approaches, has driven project success. We also appreciate the opportunity to extend our expertise in the logistics industry.

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Andrii Romaniuk

Project Manager, OTAKOYI

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