Case Study: DI Broker improves reporting and data mining with Stonefield Query for GoldMine

Insure your Success with Stonefield Query for GoldMine

DI Broker, an insurance wholesaler based in Lake Oswego, Oregon, needed a better way to handle widely varying reporting needs across multiple departments and offices. After moving to GoldMine, the company found that the standard reporting tools were too limited and the built-in report writer was too complex for everyday users, so they turned to Stonefield Query for GoldMine.

Stonefield Query implemented an easy-to-use data mining and report-writing solution that DI Broker could deploy to end users across the company. As a result, DI Broker now uses Stonefield Query for 100% of its reporting needs, with each department able to create its own reports and share them instantly across workstations. The company has used Stonefield Query for GoldMine since March 2003 and says it has become an essential everyday tool.

DI Broker

Patty Calhoon

Owner and Business Manager