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Construction Case Studies and Customer Success Stories with Document Locator

Tocci Building Corporation - Construction - Medium

Woburn, USA
Project document management and retrieval Legal discovery process improvement Document management Compliance management

Tocci Building Corporation used Document Locator to solve problems with lost and hard-to-find construction documents. The old flat filing system... made it hard to track versions and locate important files, leading to lost revenue and legal risk. Document Locator provided a central place to store, search, and manage all project documents. The system improved version control, made legal discovery faster, and reduced litigation costs. Tocci also used scanning tools to add paper documents to the digital system, making back charges and audits easier.

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HITT Contracting - Construction - Medium

Falls Church, USA
Intranet document management for construction projects Secure document sharing with contractors Document management Collaboration

Document Locator helped HITT Contracting solve its intranet collaboration problem. HITT needed to organize a workforce spread across the eastern... US and keep project information current. Document Locator integrated with Microsoft Windows and Office, making it easy for managers to update files without extra training. The system enabled secure, web-based access for both employees and contractors. HITT improved collaboration and document management, sharing files safely and efficiently.

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Burns & McDonnell Engineering - Construction - Large

Kansas City, USA
Vendor document review automation Engineering project collaboration Document management Workflow automation

Document Locator helped Burns & McDonnell Engineering cut vendor submittal notification times from six days to minutes. The company automated... document workflows, reducing manual errors and freeing up document control specialists. Real-time reporting improved management oversight and risk mitigation. Burns & McDonnell expects to save thousands of work hours and achieve substantial ROI. The solution supports secure collaboration across business units and with external partners.

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James G. Davis Construction Corporation (DAVIS) - Construction - Medium

Washington, DC, USA
Project document management for construction Email records management for project teams Project collaboration Document management

Document Locator helped DAVIS Construction improve project collaboration. The company needed a better way to manage project files, emails, and... faxes for large teams. Document Locator provided a secure, searchable repository with web access and Outlook integration. Team members can now access documents from anywhere and capture project emails easily. This led to better project coordination and more efficient teams.

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James G. Davis Construction Corporation (DAVIS) - Construction

Document Locator helped James G. Davis Construction Corporation improve project collaboration. DAVIS needed a better way to manage project files... for large teams. Their old system using Windows folders and Outlook was not enough. Document Locator provided a searchable, secure place for all project content. Team members could access files from anywhere. This made it easier to manage documents and work together on big projects.

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HITT Contracting Inc. - Construction

Document Locator helped HITT Contracting organize its workforce across the eastern United States. HITT needed a way to keep its... intranet updated with current information for employees in many locations. The Cram Group recommended Document Locator for its easy integration with Microsoft Windows and Office. Department heads could use familiar tools and did not need extra training. This made it simple to update the intranet and share information quickly.

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Non-Profit Organization Management Case Studies and Customer Success Stories with Document Locator

Lions VisionGift - Non Profit Organization Management - Small

Portland, USA
Paper record digitization and management Document management Compliance management

Lions VisionGift used Document Locator to digitize hundreds of thousands of paper records. The non-profit reclaimed 600 square feet of... space and now saves 5-8 hours daily, valued at over $30,000 a year. Staff can search and access donor files quickly, reducing errors and improving compliance. The new system protects critical data and ensures business continuity. Going paperless helped Lions VisionGift focus on its mission to restore sight.

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West-Central Independent Living Solutions (WILS) - Non Profit Organization Management - Small

Missouri, USA
Payroll document digitization and workflow Audit preparation and compliance management Document management Compliance management

Document Locator helped WILS save 20 hours per week on payroll by digitizing time sheet processing. The team scanned and... indexed documents, reducing manual data entry and eliminating the need for costly filing cabinets. Auditing became faster, with prep time dropping to just a day or two and no errors found. WILS also improved quality control and data security, integrating DocuSign for digital signatures. The solution made records safer from disasters and easier to access for staff across multiple offices.

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New Concepts for Living - Non Profit Organization Management

Document Locator helped New Concepts for Living move from paper files to digital records. The non-profit cared for developmentally disabled... people and needed a HIPAA-friendly solution. They used Document Locator and eForms to digitize HR processes. Now, files are secure, easy to find, and no longer take up office space. Staff save time and do not need to scan or enter files by hand.

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West-Central Independent Living Solutions (WILS) - Non Profit Organization Management

Document Locator helped West-Central Independent Living Solutions (WILS) go paperless. WILS had to manage and store over 182,000 time sheets... and many other records for at least ten years. Their old system used large filing cabinets and was running out of space. Mechanized cabinets were too expensive and limited. WILS chose Document Locator to move to digital records. This improved storage, saved space, and supported their mission to help people with disabilities.

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Horizon House Senior Living - Non Profit Organization Management - Medium

Seattle, USA
Accounts payable document digitization Resident and project file management Document management Compliance management

Document Locator helped Horizon House Senior Living go paperless. Staff digitized accounts payable records, saving time and freeing up office... space. Resident files and renovation project documents are now organized with automated folder structures. Electronic workflows route invoices and project files, improving accuracy and audit readiness. The platform supports compliance and is expanding to more departments.

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New Concepts for Living - Non Profit Organization Management - Small

USA
HR document digitization and automation Compliance tracking and reporting Document management Compliance management

Document Locator helped New Concepts for Living move from paper files to a digital system. The organization used electronic forms... to digitize HR processes and automate onboarding. Managers now assign and track staff tasks with digital forms, improving accountability. COVID-19 screening forms were quickly deployed for compliance. The new system reduced errors and saved four times the time spent on paperwork. Reporting is now fast and data-rich, supporting audits and agency requests.

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Financial Services Case Studies and Customer Success Stories with Document Locator

Pacific Northwest Collections - Financial Services - Small

USA
Document management for collections Document management Compliance management

Pacific Northwest Collections used Document Locator to go paperless and save $2,000 a month in staff time. Employees no longer... spend hours searching for files. The document management system helps with collections, legal, sales, and bookkeeping tasks. Staff can access files quickly and work together better. The system also supports HIPAA compliance and daily backups. This improved customer service and efficiency for the agency and its clients.

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Genesis Financial Solutions - Financial Services - Small

Beaverton, USA
Paperless document management for compliance Document management Compliance management

Genesis Financial Solutions used Document Locator to go paperless. The company managed over 2,000 documents daily and faced slow, costly... paper record retrieval. Document Locator was easy to install and train. Genesis now finds documents in seconds instead of 10 minutes. They eliminated $800 per month in off-site storage costs and improved efficiency across three departments.

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Claremont Group - Financial Services

Document Locator helped Claremont Group manage financial documents for insurance clients. Claremont needed fast access to customer financial histories and... struggled with scanning software that could not index documents well. They installed Document Locator in 2002. The system was set up in hours and integrated with Microsoft. Staff quickly used it to organize contracts, updates, and correspondence. This improved document access and compliance management.

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Genesis Financial Solutions - Financial Services

Document Locator helped Genesis Financial Solutions move to a paperless office. Genesis had trouble with slow access to paper records... and high off-site storage costs. It took 10 minutes to find a file and days to get off-site documents. Off-site storage cost $800 per month. With Document Locator, Genesis set up scanning in three departments. The system was easy to install and train. Now, Genesis works faster and saves money.

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Pacific Northwest Collections - Financial Services

Document Locator helped Pacific Northwest Collections go paperless. Staff used to spend hours searching through 1,000 square feet of paper... files. With Document Locator, they scan and manage documents electronically. Employees now find files quickly and work together better. The company improved efficiency and spends more time helping clients.

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Hospital & Health Care Case Studies and Customer Success Stories with Document Locator

City of Hope National Medical Center - Hospital & Health Care - Large

Duarte, USA
Insurance billing document management Accounting records digitization Document management Compliance management

City of Hope National Medical Center used Document Locator to solve delays in insurance billing and accounting. The hospital struggled... with slow paper record processing and security issues. Document Locator enabled rapid document indexing and strong HIPAA-compliant security. Posting doctors’ financial records dropped from up to four days to about one hour each month. Staff can now quickly find billing and payment information, and the hospital continues to expand paperless processes.

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Commonwealth Medical Laboratories - Hospital & Health Care - Small

USA
Lab test result document management Document management Compliance management

Document Locator helped Commonwealth Medical Laboratories move from paper to digital records. The lab used to spend 30 hours a... week filing paper and struggled to find old test results quickly. With Document Locator, staff now retrieve test results in minutes and spend less than an hour a day scanning. Doctors get results faster, and customer service improved. The lab also freed up a large storage room and sends clearer faxes to clients.

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City of Hope Hospital - Hospital & Health Care

Document Locator helped City of Hope Hospital fix slow and insecure paper record management in their accounting department. The hospital used... Document Locator to scan and index billing and insurance documents. Staff can now search documents by content and quickly find patient and payment details. The new system improved document security and made HIPAA compliance easier. The accounting team no longer falls behind on processing records.

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Sound Mental Health - Hospital & Health Care - Medium

Seattle, USA
Digitizing paper-based patient records Automated document workflow for healthcare Healthcare document management Compliance management

Document Locator helped Sound Mental Health digitize the last streams of paper in their healthcare records. The system integrated with... their EMR, making patient documents instantly accessible. Doctors now get lab results and files right away, instead of waiting hours or days. Automated workflows and notifications speed up healthcare decisions. Security and HIPAA compliance are managed with custom roles and integration. The result is faster, safer access to patient information for better care.

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Mississippi Valley Surgery Clinic - Hospital & Health Care - Small

Quad Cities, USA
Medical transcription management HIPAA-compliant records approval Records management Compliance management

Mississippi Valley Surgery Clinic used Document Locator to manage medical transcriptions and maintain HIPAA compliance. The clinic handles 400-500 Word... documents weekly and needed a way to track and approve doctor signatures efficiently. Document Locator automated notifications and approvals, saving 20 work hours each week. The system integrates with Windows and MS Office, providing secure, affordable document management for a small healthcare business. The clinic now has better control over record access and billing processes.

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Education Case Studies and Customer Success Stories with Document Locator

Whitman College - Education - Small

Walla Walla, USA
Student admissions document management Financial aid records compliance Document management Compliance management

Whitman College used Document Locator to digitize and streamline its student admissions process. The college replaced manual paper handling with... a digital system, speeding up application review and reducing costs. Admissions committee members now access files instantly online, making decisions faster. The solution also improved compliance and audit readiness for financial aid records. Other campus offices began using the system for document management, increasing efficiency across departments.

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Engineering for Professionals, major East Coast research university - Education - Very Large

USA
Instructor contract management automation Contract management Document workflow automation

Document Locator helped Engineering for Professionals at a major East Coast research university digitize instructor contract management. The finance team... processed 1,200 contracts annually, spending 370 hours and $1,100 on postage. With Document Locator, contracts are now approved online, cutting printing by up to 90%. The team reclaimed up to six weeks per year and eliminated manual errors. The solution improved efficiency and made contract status updates instant.

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Engineering for Professionals at a major East Coast research facility and university - Education

Document Locator helped Engineering for Professionals at a major East Coast university improve contract management. The team used to process... 400 instructor contracts by mail three times a year. This required printing, mailing, and tracking about 2,800 pages annually. The manual process took 370 hours each year and risked lost documents. The new system aimed to save time and reduce errors.

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Whitman College - Education

Document Locator helped Whitman College make their admissions process paperless. Staff scanned student application packets into the system. The Admissions... Committee accessed files right away. This made decisions and offers faster. The process is now more efficient and streamlined.

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Oil & Energy Case Studies and Customer Success Stories with Document Locator

SWAT Projects - Oil & Energy - Small

Calgary, Canada
Document management for engineering projects Transmittal tracking and audit compliance Document management Compliance management

SWAT Projects, an engineering firm in Canada's oil and gas sector, struggled with document errors, lost files, and costly downtime. After a database... crash cost $2,000 and risked client trust, they adopted Document Locator for centralized file management and audit trails. The new system cut document processing time in half, from 20 to 10 minutes. SWAT expanded its client base without hiring more staff and improved compliance with industry regulations. Features like transmittals and time-based reminders boosted efficiency and contract management.

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Aventine Renewable Energy - Oil & Energy

Document Locator helped Aventine Renewable Energy automate financial processes and improve efficiency. Aventine struggled with managing over 200,000 invoices stored... by date, making retrieval slow and manual. They needed a flexible, SQL-based, web-accessible document management system. Aventine chose Document Locator for its adaptability and ability to meet all requirements. The new system eliminated manual searches and reduced reliance on third-party vendors for invoice retrieval.

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SWAT - Oil & Energy

Document Locator helped SWAT, an engineering firm in Canada's oil and gas sector, fix document management problems. SWAT struggled with... lost files, user errors, and broken links using a local server and Access database. After a database crash, they needed a better way to store and find project documents. Document Locator provided a stable, efficient system. Now SWAT can quickly find any drawing from any project and year. The new system improved compliance and reduced errors.

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Medical Devices Case Studies and Customer Success Stories with Document Locator

The Anspach Effort, Inc. - Medical Devices - Large

Palm Beach Gardens, USA
Document control for regulatory compliance Paper record digitization and retrieval Compliance management Document management

Document Locator helped The Anspach Effort, Inc. manage over 500,000 paper and electronic records. Before, finding documents could take hours.... With Document Locator, users now find records in seconds. The system supports digital signatures and tracks document access for compliance. An FDA audit showed record retrieval time was cut in half. Anspach plans to expand Document Locator to more departments.

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FLA Orthopedics - Medical Devices - Medium

Miramar, USA
Document management for customer service Quality department document digitization Document management Customer support

FLA Orthopedics used Document Locator to manage over 200,000 scanned documents. The company replaced shared file servers with a searchable... document management system. Customer service reps now find files faster, improving support. The quality department will digitize 50,000 more documents and automate approvals. Document Locator reduced storage costs and made remote access easy. Staff efficiency and customer service both improved.

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The Anspach Effort, Inc. - Medical Devices

Document Locator helped The Anspach Effort, Inc. manage over 500,000 documents for their medical device business. The company struggled with... paper and electronic files, which took up space and were hard to find. Manual processes made it slow to create, review, and approve SOPs. Anspach needed a digital document control system to handle FDA and ISO 13485 requirements. Document Locator provided a solution to digitize and organize their records, improving efficiency and compliance.

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Utilities Case Studies and Customer Success Stories with Document Locator

El Dorado Irrigation District - Utilities - Medium

Placerville, USA
Records management for compliance Digitization of paper archives Compliance management Records management

Document Locator helped El Dorado Irrigation District meet CalRIM compliance and cut costs. The utility scanned 87 boxes of paper,... digitizing 79 years of board minutes and 30,000 timesheets. Finance staff eliminated $9,000 per year in microfilming costs and saved months of manual work. Board members now review documents online, boosting efficiency. The payroll clerk no longer handles timesheet requests, freeing up time for other tasks.

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North Davis County Sewer District - Utilities - Small

Syracuse, USA
Regulatory compliance document management Water testing lab document tracking Compliance management Document management

Document Locator helped North Davis County Sewer District manage water testing documents and meet strict regulatory requirements. The lab faced... daily paperwork challenges and struggled to organize and access test results. With Document Locator, they automated document scanning, indexing, and approval tracking. Staff gained secure, after-hours access and could easily prove compliance with NELAC and ISO standards. The result was improved productivity and reliable regulatory compliance for water testing operations.

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El Dorado Irrigation District - Utilities

Document Locator helped El Dorado Irrigation District cut down on paper use and boost efficiency. The district faced problems with... scattered paper files and uncontrolled digital records. New management wanted a better way to handle documents and meet state rules. They chose Document Locator to organize files and improve records management. This made it easier to find documents and follow government standards.

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Insurance Case Studies and Customer Success Stories with Document Locator

Oregon Professional Liability Fund - Insurance - Small

Portland, USA
Document management for insurance records Document management Compliance management

Oregon Professional Liability Fund used Document Locator to manage 150 boxes of paper files. Before, staff struggled to find documents... in a paper-heavy system. With Document Locator, they quickly search and retrieve important archives. The Fund reduced onsite paper storage by 90 percent. They expect to free up 2,000 square feet of space. Staff now access information faster and collaborate more easily across departments.

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Claremont Group - Insurance - Small

Portland, USA
Document management for insurance client retention Document management Compliance management

Claremont Group used Document Locator to manage and organize 60,000 scanned documents. Before, they struggled to find files unless they... knew the exact name. With Document Locator, staff can search full text and find documents in seconds. Productivity improved by 60–80%. The system also helps with compliance and liability. Document Locator became a critical tool for their business.

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CIS - Insurance - Small

Salem, USA
Centralized document version control Claims process document integration Document management Claims processing

CIS, a not-for-profit insurance pool in Oregon, used Document Locator to solve document duplication and inefficiency. Before, finding and updating... files was slow and error-prone. With Document Locator, CIS gained version control, easy file retrieval, and seamless collaboration. The system also integrated with their claims process, letting members upload forms and attachments directly. Training and support helped staff adapt, and CIS now manages documents faster and with fewer mistakes.

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Accounting Case Studies and Customer Success Stories with Document Locator

Friesen Pankratz & Associates - Accounting - Small

Abbotsford, Canada
Paperless document management for accounting Secure client document sharing Document management Client service improvement

Document Locator helped Friesen Pankratz & Associates go paperless. The firm scanned client tax returns and work papers, making them... available online. Staff saved time by quickly finding and printing documents for clients. The solution reduced storage needs and improved customer service. Secure web access let clients get tax records in minutes, not hours.

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Friesen Pankratz & Associates - Accounting

Document Locator helped Friesen Pankratz & Associates go paperless. The accounting firm struggled to find documents and wasted time searching.... They chose Document Locator for its ease of use, price, SQL Server base, and secure web sharing. The firm now scans tax returns and work papers, making them available online. They manage Visio, Excel, and Word files with version control. The solution freed up storage space and will let them add two more offices.

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Retail Case Studies and Customer Success Stories with Document Locator

Platt Electric - Retail - Large

USA
Accounting records digitization Document management Customer service

Platt Electric used Document Locator to digitize 64 filing cabinets of records. The company needed faster access to accounts receivable,... accounts payable, and cash deposit documents. Manual searches slowed customer service and wasted office space. With Document Locator, Platt scanned and indexed all records in under eight weeks. Staff now find documents in seconds, not minutes. Customer service improved and office space was freed up.

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Vallarta Supermarkets - Retail - Large

Sylmar, USA
HR document management automation Document management Human resources

Document Locator helped Vallarta Supermarkets organize and manage HR records. Before, HR staff spent hours searching for files and struggled... with misplaced documents. With Document Locator, files are named and categorized automatically, and new employees are added to the system through integration with their timekeeping platform. Staff now find documents in seconds, not hours. The time saved is equal to one full-time employee each month. Secure remote access and easy system integration support ongoing efficiency.

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Manufacturing Case Studies and Customer Success Stories with Document Locator

Quality Machine - Manufacturing - Small

USA
Document retrieval for customer service Self-service access to product documentation Document management Customer service

Quality Machine used Document Locator to solve document indexing and retrieval problems. Before, finding AutoCAD drawings took up to 20... minutes and several people. Now, one person can find documents in seconds using full-text search. Customers get 24/7 web access to maintenance records and product information. The company also protects its intellectual property by sharing secure PDFs. Document Locator improved customer service and created a virtual library for clients.

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Aventine Renewable Energy - Manufacturing - Medium

USA
Invoice management automation Compliance document management Document management Compliance management

Document Locator helped Aventine Renewable Energy automate financial processes and improve compliance. Aventine struggled to manage over 200,000 PDF invoices,... wasting time searching for documents. With Document Locator, they made invoices full-text searchable and reduced retrieval time from minutes to seconds. The solution eliminated the need for third-party vendors and improved security. Aventine now meets Sarbanes-Oxley requirements and plans to expand use for customer access.

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Medical Practice Case Studies and Customer Success Stories with Document Locator

Marlan ENT PLLC - Medical Practice - Small

USA
Billing and patient file management Document management Healthcare operations

Document Locator helped Marlan ENT PLLC save up to 300 staff hours monthly by making billing and patient files easy to find. The practice used... Document Locator to automate billing and manage EOBs, cutting search time from 10 minutes to under 45 seconds. Staff now access patient records and images instantly, improving care speed. The system also supports secure storage, version control, and business intelligence. Dr. Marlan values the responsive support and ongoing upgrades that keep the practice efficient.

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Food & Beverages Case Studies and Customer Success Stories with Document Locator

Vallarta Supermarkets - Food And Beverage

Document Locator helped Vallarta Supermarkets organize and manage HR records. Before, HR staff used filing cabinets and spent too much... time searching for documents. The paper system made audits hard and led to misplaced files. With Document Locator, files are easy to find and organize. The system syncs with their timekeeping software, so new employees are added automatically. This saves time and gives better control over sensitive HR records.

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Information Services Case Studies and Customer Success Stories with Document Locator

ICEC - International Marketing

Document Locator helped ICEC manage a high volume of emails tied to sales. ICEC faced problems storing and finding messages... as email traffic grew. They used Document Locator with the Email Rules Module to capture, index, and organize emails and attachments. The system made it easy to search emails by sender, receiver, date, subject, or text. ICEC now finds documents in seconds and keeps email records organized for about 60 users.

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Automotive Case Studies and Customer Success Stories with Document Locator

Bob Lanphere (Lanphere Enterprises) - Automotive - Large

Beaverton, USA
Sales record digitization and retrieval HR file management Document management Customer service

Bob Lanphere, a large auto dealership, struggled with paper sales records filling office space. They chose Document Locator to scan... and manage documents in a central, secure system. Staff can now find sales records in minutes, not hours. Audits are easier, and misplaced files are no longer a problem. The company gained more usable office space and improved customer service.

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Real Estate Case Studies and Customer Success Stories with Document Locator

Al Angelo Company - Real Estate - Medium

Vancouver, USA
Property document management automation Document management Property management

Al Angelo Company used Document Locator to manage documents for over 3,000 apartment units and 600,000 square feet of office space. The company faced... problems with too much paper and slow document retrieval. Document Locator let them scan and store files, cutting search times from hours to minutes. They reduced off-site storage by one third and plan to eliminate it completely. The solution also helped speed up daily tasks and is being expanded to connect accounting operations.

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Government Administration Case Studies and Customer Success Stories with Document Locator

Alaska Mental Health Trust Land Office - Government Administration - Small

Anchorage, USA
Land record digitization and search Remote access to property documents Document management Records digitization

Alaska Mental Health Trust Land Office managed over 1 million acres using paper files, making it hard to find and connect information. They chose Document... Locator after side-by-side trials for its easy setup and strong search features. Staff now access digital records instantly, improving decision speed and accuracy. The system reduced document redundancy and improved security. Remote access lets staff retrieve land documents from anywhere, saving time and money.

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Marketing and Advertising Case Studies and Customer Success Stories with Document Locator

ICEC - Marketing And Advertising - Medium

Houston, USA
Email archiving and retrieval for sales Document management Email management

Document Locator helped ICEC manage 400 to 500 customer emails daily. ICEC used the Email Rules Module to capture and... index emails and attachments. The system made it easy to search and organize sales records. Users could find documents in seconds instead of minutes. About 60 ICEC employees now use Document Locator for email management.

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Other Industry Case Studies and Success Stories with Document Locator

Brais Malouin & Associates (BMA) - Engineering - Small

Montreal, Canada
Project file management and collaboration Email and document version control Project management Document management

Document Locator helped Brais Malouin & Associates solve problems with sharing and finding project files. Before, project emails and documents... were hard to organize and search. Now, team members use a central system to store and find all project information. The solution integrates with Microsoft Outlook, making emails and faxes easy to save and search. Version control and PDF tools save time and reduce project overhead. For large projects, BMA saves about four hours in overhead per project.

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Brais Malouin & Associates - Engineering

Document Locator helped Brais Malouin & Associates improve team collaboration and manage project files. BMA, an energy engineering consulting firm,... struggled with sharing project information and version control using shared file servers. Project emails and documents were often missing or hard to access. Document Locator provided a central place for all project files. This made it easier for new team members to get up to speed and improved project information sharing.

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Burns & McDonnell Engineering - Engineering & Construction

Document Locator helped Burns & McDonnell Engineering improve collaboration and document management. The company faced challenges with rapid growth, many... business units, and hundreds of projects. They needed better real-time collaboration and automated workflows. Document Locator provided a flexible solution for secure document management and workflow automation. This improved efficiency and supported collaboration across the company and with partners.

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