Charting a Confident Path Into AI-Enabled Operations
Our client is a freight brokerage and logistics solutions provider focused on delivering reliable, efficient service in a fast-moving and competitive industry where every minute matters. As their business grew, so did the pressure to work faster and reduce unnecessary costs.
They knew their current workflows weren’t built to scale, and those inefficiencies were putting them at a disadvantage when competing with larger firms. But the biggest challenge wasn’t knowing that something needed to change—it was knowing what to change, and where to start. They needed clarity on the actual problems worth solving, which workflows were slowing the team down, and how AI might realistically fit into those processes.
They partnered with CODE Exitos to make sense of their challenges and define a clear path toward an AI-enabled solution that would improve freight agents’ efficiency.
The Business Solution
To get our client the clarity they needed, we guided them through a focused, rapid product-definition process, focused on the following activities:
- Procuring carriers
- Sourcing capacities
- Negotiating rates
Instead of jumping into development, we brought their team together for a structured Design Sprint and Tech Discovery Workshop—a fast, highly collaborative approach designed to make sense of complex workflows and turn loose ideas into a clear product direction.
Through this process, we aligned on the real problem they needed to solve, captured the user journey behind their brokerage operations, and translated everything into a visual concept of the product.
Clear Problem Statement & Goals
A unified definition of the challenges the product should solve and the outcomes it should create.
User Journey Defined
A complete view of how users—from brokers to managers—would interact with the product, and where the biggest opportunities for improvement exist.
MVP Definition & Feature List
A practical, staged view of the product’s first version and the essential features to build first.
Storyboard Design
A Figma-based visualization showing how users move through the most important parts of the product experience, making the concept clear for all stakeholders.
By the end, our client gained a clear and actionable plan for addressing the operational pressure their agents were facing. Instead of continuing to battle manual, repetitive tasks that drained productivity and limited growth, they now understood exactly which workflows could be automated, how AI could support their team, and what to build first to drive meaningful impact.
What normally takes months of back-and-forth meetings, assumptions, and uncertainty was distilled into a structured, collaborative process that gave our client direction without delay.
They left with a validated product direction that focuses on reducing the everyday burdens that overwhelm small brokerage offices. In short, they gained clarity on how to turn AI from an abstract idea into a practical path toward greater productivity, profitability, and long-term competitiveness.