Case Study: Kenan Advantage Group achieves faster, more accurate financial reporting and saves 20–30 hours per quarter with Donnelley Financial Solutions' ActiveDisclosure

KAG Transports Data With a Single Push of a Button

Kenan Advantage Group (KAG), North America’s largest liquid bulk transportation hauler, was spending significant time on manual financial reporting—updating Word documents, pasting chart images and “reinventing the wheel” each quarter—while seeking a more effective way to disclose to investors and prepare for potential SEC requirements. They engaged Donnelley Financial Solutions and turned to the ActiveDisclosure solution (including ActiveLink) to modernize that workflow.

Donnelley Financial Solutions implemented ActiveDisclosure/ActiveLink to link Excel and Word files, enable single‑push updates across documents, provide version control and reliable backups, and support the team through onboarding. The change let KAG update hundreds of cells with one click, increased confidence and accuracy, freed an estimated 20–30 hours per quarter, and gave the finance team more time to focus on investor communication.

Kenan Advantage Group

Jeric Whittaker

Director of Financial Reporting