Smart RMS Evolution: Shipping Line Risk Dashboard & KPI Intelligence for the Maritime Market

At Borx Tech, we continue to evolve the Smart Risk Management System (Smart RMS) as a leading platform in the insurance and transportation sector. In its latest iteration, we developed the Shipping Risk Panel, an advanced solution focused on shipowner risk assessment, combining analytics, data governance, and executive visualization.

From Operational Data to Risk Intelligence

Maritime operations generate large volumes of information: claims, resolution times, causes of damage, and financial exposure. The challenge is not just capturing this data, but transforming it into actionable indicators..

With this goal in mind, we designed a dashboard structured in three levels:

Executive Overview: consolidated vision on a single screen
Deep-Dive Analysis: detailed analysis by shipping line
Export Layer: tables ready for Excel and corporate reporting

All under a unified KPI logic, ensuring consistency in every view.

The 7 Core KPIs: The Heart of the Model

The Shipping Dashboard is based on 7 key indicators that capture operational performance and risk:

Total Claims by Shipping Line
Open vs. Closed Claims (includes closure rate)
Causes of Damage by Shipping Line
Claims Under Investigation
Ranking of Shipping Lines with the Highest Claim Rates
Average Resolution Time
Financial Impact (compensations)

These KPIs are not dynamic in their logic: they are "frozen" at the database level,which guarantees that all users—from analysts to executives—see exactly the same numbers.

Risk Scoring: From KPIs to Decisions

The big leap in value is the creation of a Risk Scoring model for Shipowners, which automatically classifies each shipping line into:

🟢 Low Risk
🟡 Medium Risk
🔴 High Risk

This scoring combines multiple dimensions:

Claim volume
Percentage under investigation
Resolution times
Financial exposure

The result is a clear risk label, visible in dashboards, reports, and exports,allowing actions to be prioritized immediately.

UX/UI: Real Executive Visualization

The dashboard design was conceived for different user levels:

C-Level: quick overview of global risk
Operations: identification of bottlenecks
Analysts: detailed exploration of causes and patterns

It incorporates:

Heatmaps of damage causes
Dynamic shipping line rankings
Highlighted financial KPIs
Visual risk indicators

Everything optimized for quick, clear, and actionable reading.

Data Governance: A Single Source of Truth

One of the biggest problems in analytical environments is data inconsistency. In Smart RMS, we solve this through:

KPI logic defined at the SQL/Caspio level
Use of normalized master tables (ShipOwner)
Clear rules for statuses (open/closed/investigation)
Exclusive consumption from controlled views

This eliminates discrepancies between dashboards, Excel, and executive reports, ensuring total trust in the information.

Business Impact

With the Naviera Risk Dashboard, organizations can:

Quickly identify high-risk shipping lines
Reduce analysis and reporting times
Make decisions based on consistent data
Improve claims management and financial exposure
Standardize reporting for international stakeholders

Especially relevant for operations with global headquarters, where data consistency and exportability are critical.

More Than a Dashboard: A Decision System

This development is not just a visual layer. It is a comprehensive risk intelligence system,integrated into Smart RMS, that transforms operational data into strategic decision

Conclusion

At Borx Tech, we continue to push the boundaries of what a SaaS platform can achieve in the insurance sector.

The Shipping Risk Dashboard is a clear example:
Well-defined KPIs + Data Governance + Intelligent UX = faster decisions and better results.

If you are looking to evolve your operation towards a truly data-driven model in insurance and transportation, this is the standard where the industry is heading.