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Non-Profit Organization Management Case Studies and Customer Success Stories with Square 9 Softworks
Ann Arbor Spark - Non Profit Organization Management - Small
GlobalSearch with QuickBooks integration helped Ann Arbor Spark cut invoice processing time from 3-4 hours to just 30-60 minutes. The non-profit eliminated... manual paper processes in accounting and reduced printing. Staff now approve invoices digitally, saving about 10 hours per month. The solution improved productivity and enabled remote work during the pandemic. Ann Arbor Spark recommends GlobalSearch for easy QuickBooks integration and efficient document management.
Volunteers of America North Louisiana - Non Profit Organization Management - Medium
GlobalSearch helped Volunteers of America North Louisiana replace a limited document management system. The new solution was easy to use... and worked across accounting, education, and maintenance. In seven months, they captured about 2,000 work orders. GlobalSearch improved communication and gave real-time access to client needs. The team found training and support from Square 9 very helpful.
Retired Public Employees Council of Washington - Non Profit Organization Management - Medium
Square 9's GlobalSearch, GlobalCapture, and TransformAI helped the Retired Public Employees Council of Washington digitize decades of accounting documents. The AI-powered capture... platform replaced manual archiving, saving hours or even days of labor. Staff now scan invoices and archive them quickly without extra hardware or infrastructure. The cloud-based solution frees up office space and makes document retrieval fast and easy. Users praise Square 9 for its responsive support and painless implementation.
Service Employees International Union, Local 6 - Non Profit Organization Management - Large
Square 9's AI-powered platform helped Service Employees International Union, Local 6 automate dues processing and compliance. The union faced slow,... manual data entry and storage issues with thousands of handwritten, multi-language membership cards. Square 9's GlobalSearch, GlobalCapture, InquireAI, and GlobalForms enabled fast, accurate capture and digital archiving. Staff reduced overtime by 10 hours a month and improved data accuracy. The solution made audits easier and freed up time for higher-value tasks.
HI Canada - Non Profit Organization Management - Medium
GlobalSearch helped HI Canada, a non-profit hostel network, cut down on paper and mail for their accounting department. Before, invoice processing... was slow and costly due to mailing from many locations. With GlobalSearch, HI Canada saw faster invoice processing and less physical mail. Managers now find invoices quickly and track expenses in real time. The solution improved efficiency and reduced costs across their locations.
Community FoodBank of New Jersey - Non Profit Organization Management - Large
GlobalSearch helped Community FoodBank of New Jersey go paperless and improve efficiency. The food bank eliminated manual filing and reduced... storage needs for invoices. Audits became faster, saving at least two weeks of staff time each year. GlobalSearch integrated with Navision Accounting and made document retrieval easy. Staff and auditors found the system simple and reliable.
Horizon Industries - Non Profit Organization Management - Medium
GlobalSearch by Square 9 helped Horizon Industries save 12 GB of storage and cut scanning labor by 110 hours per employee each year. The non-profit manufacturer... needed a document management solution to make PDFs text-searchable and speed up document retrieval. GlobalSearch streamlined workflows across HR, accounting, IT, purchasing, and shipping. Employees now find documents faster and spend less time on paperwork. Content Search improved efficiency and customer service for all departments.
The Village for Families and Children, Inc. - Non Profit Organization Management - Medium
GlobalSearch helped The Village for Families and Children, Inc. cut filing by 75%. The non-profit used GlobalSearch to consolidate records,... boost efficiency, and improve compliance. Nine staff now do the work of sixteen, saving the cost of one full-time employee. Security and privacy of records improved, meeting HIPAA requirements. The solution was easy to use and integrated well with their existing systems.
International School Services (ISS) - Non Profit Organization Management - Medium
GlobalSearch helped International School Services (ISS) cut paper use by up to a million sheets per year. ISS used GlobalSearch... and KeyFree Indexing to digitize purchase orders, invoices, and HR records. The solution improved workflow, made documents easy to find, and removed the need for warehouse storage. ISS saved time, money, and increased productivity across accounting, purchasing, and HR. Staff found the system easy to use and self-trained on its features.
Goodwill Industries of Tulsa - Non Profit Organization Management - Medium
GlobalSearch by Square 9 helped Goodwill Industries of Tulsa fix slow, paper-based document management. The Accounts Payable team now scans... and searches documents fast, saving one hour every day. Staff use keywords to find invoices and checks in seconds. Filing is simple and quick. Goodwill plans to expand GlobalSearch to Human Resources for digital personnel files.
Tree Trust - Non Profit Organization Management - Medium
GlobalSearch and GlobalCapture helped Tree Trust automate invoice management. The non-profit cut paperwork by 50% and saved $10,000 a year... in labor costs. Productivity increased by 30%. Staff can now work fully remote, improving collaboration and reducing office clutter. The solution integrates with their accounting software and supports secure, department-based access.
Zarrow Family Foundations - Non Profit Organization Management - Medium
GlobalSearch and GlobalCapture helped Zarrow Family Foundations cut paper handling time by 50%. The non-profit automated approvals, signatures, and document... storage, making files easy to find and share. Tabular Data Control improved accuracy in accounts payable and revenue coding. Managers now spend 10% less time searching for and signing checks. The solution saved $2,500 a year in paper and storage costs, letting staff focus more on community work.
Second Harvest Food Bank - Non Profit Organization Management - Large
GlobalSearch helped Second Harvest Food Bank cut document search time by 30%. The software replaced paper filing with electronic document... management. Invoice approval is now faster and more accurate. The solution saved thousands of dollars by reducing overcharges and inactive accounts. Two full-time positions were eliminated in accounting. Paperwork dropped by over 30%, saving space and money.
St. Clair Region Conservation Authority - Non Profit Organization Management - Medium
GlobalSearch and GlobalCapture helped St. Clair Region Conservation Authority cut paper use and improve document access. The nonprofit struggled with... overflowing paper files and a failed digital system. With GlobalSearch, they now save about two hours daily in the Planning and Regulations Department. Integration with Microsoft Office and accounting software improved workflow. Staff can now focus more on environmental programs instead of searching for documents.
Second Harvest Food Bank - Non Profit Organization Management - Large
GlobalSearch by Square 9 helped Second Harvest Food Bank cut document search time by 30%. The non-profit replaced paper filing... with electronic document management. Invoice approval is now faster and more accurate. They saved thousands of dollars by catching overcharges and reducing staff needs. GlobalSearch improved vendor management and freed up employees for core work. Paperwork dropped by over 30%, saving space and money.
Tree Trust - Non Profit Organization Management
GlobalSearch by Square 9 helped Tree Trust, a non-profit, automate invoice management. The organization faced problems with lost invoices and... slow approvals. GlobalSearch created custom digital workflows and improved process visibility. Tree Trust cut paperwork by about 50%. The team now spends more time on community work and less on paperwork.
Consumer Services Case Studies and Customer Success Stories with Square 9 Softworks
Parallel Environmental Services Corp - Consumer Services - Medium
GlobalSearch and GlobalAction helped Parallel Environmental Services Corp fix invoice approval and filing problems in their accounting department. The company replaced... paper-based processes with digital workflows. The team saw immediate benefits, including no more piles of paperwork and easier invoice tracking. Managers now prefer the new system. The company plans to expand the solution to HR.
Korrect Plumbing, Heating & Air Conditioning - Consumer Services - Medium
GlobalSearch helped Korrect Plumbing, Heating & Air Conditioning cut paper-based processes. The company scanned documents into GlobalSearch, boosting administrative productivity... by 20%. Estimators saw a 10% efficiency gain. Employees now access files from their desks, improving workflow and reducing lost documents. Korrect expects to save up to 20% annually on paper expenses.
Stationers Inc. - Consumer Services - Large
GlobalSearch and GlobalCapture from Square 9 helped Stationers Inc. improve customer service by making documents easy to find and store.... Employees now save at least 10 hours a week on search and filing. Productivity increased by 20% with KeyFree Indexing and OCR. Bulk scanning and automated data capture made order processing faster. The company plans to expand digital document use as it grows.
Industrial Acceptance Corporation (IAC) - Consumer Services - Medium
GlobalSearch helped Industrial Acceptance Corporation (IAC) remove bulky filing cabinets and save time on document retrieval. Employees now scan and... index contracts, making them easy to find from any workstation. IAC stored 336,000 documents electronically in two years. The company saved the cost of at least half a full-time employee. Office space was freed up and customer service improved.
Caltronics Business Systems - Consumer Services - Large
GlobalSearch helped Caltronics Business Systems cut customer service response times and boost productivity. The company replaced slow, paper-based sales and... service order processes with digital forms and automated workflows. Staff now access 1.5 million documents instantly, serving 30% more customers without extra paperwork. Filing cabinets are gone, freeing up space and letting employees focus on important work. Job satisfaction improved as document retrieval dropped from hours to minutes.
Heritage Cooperative - Consumer Services - Medium
GlobalSearch by Square 9 helped Heritage Cooperative cut paper-based processes and save $4,000 a year. The company integrated GlobalSearch, GlobalCapture,... and Image XChange with their AgVantage accounting software. Employees now find documents faster and save 20 hours a month. Productivity rose by nearly 20%. Accounts payable documents are managed digitally, reducing storage and printing costs.
Accurate Professional Billing - Consumer Services - Small
GlobalSearch helped Accurate Professional Billing scan over 50,000 sheets a year, cutting paperwork loss and saving office space. The document management... system made file retrieval instant, improving billing accuracy and compliance. Staff now access documents in seconds, not minutes. GlobalSearch's user-friendly design and customizable features fit APB's needs. The company reduced billing errors and streamlined workflows for medical billing services.
Farmward Cooperative - Consumer Services - Medium
Square 9 helped Farmward Cooperative automate accounts payable across eleven locations. Before, staff managed 400-500 invoices monthly with lots of... paper and manual tracking. Square 9's solution integrated with Agvance and fit Farmward's needs. The new system improved efficiency, reduced paper use, and made invoice approvals easier. Staff now track and process invoices faster and with less hassle.
Caltronics Business Systems - Consumer Services - Large
GlobalSearch helped Caltronics Business Systems cut customer service response times. The company used GlobalSearch, GlobalForms, and GlobalAction to digitize sales... orders and service call documentation. Staff now access records in minutes, not hours. Caltronics serves 30% more customers after moving away from paper files. The digital workflow eliminated lost documents and reduced meetings.
Food & Beverages Case Studies and Customer Success Stories with Square 9 Softworks
General Distributors, Inc. - Food & Beverages - Medium
GlobalSearch helped General Distributors, Inc. cut document retrieval time to 1/6 of what it was. The company reduced storage needs... by scanning driver paperwork and invoices into the system. Accounting staff now find documents fast using invoice numbers. The solution eliminated the need for storage envelopes and file boxes. GlobalSearch improved workflow and made daily processes easier for the team.
Kuna Food Service - Food & Beverages - Large
GlobalSearch and GlobalCapture helped Kuna Food Service remove over 25 file cabinets and save 15 hours a week with automated workflows. The company also... saved 20 hours weekly on invoice filing, boosting productivity by 20%. GlobalCapture quickly flagged accounting errors and validated captured data. Later, GlobalForms saved $5,500 a year on paper forms, and GlobalAction improved invoice approval productivity by 50%. Kuna Food Service recommends Square 9 for document management and workflow automation.
Bozzuto’s Inc. - Food & Beverages - Large
GlobalSearch document management software helped Bozzuto’s Inc. save over $20,000 a year in labor costs. The company replaced manual filing... with digital document management. Employees now scan and index documents for fast access. Nine filing cabinets were eliminated. Departments like accounts receivable and customer service work faster. Staff save 35 hours each week on document tasks.
Kuna Foodservice - Food & Beverages - Large
GlobalCapture and GlobalSearch helped Kuna Foodservice go paperless, saving 25 hours per week across departments. The company eliminated 25 filing... cabinets and cut paper costs by $450 per month. Automated document workflows and OCR improved search, retrieval, and reduced manual errors. GlobalForms saved $5,500 annually by digitizing forms and applications. Productivity in the Services department increased by 20% with document capture automation.
Armstrong Subway, Inc. - Food & Beverages - Large
GlobalSearch helped Armstrong Subway, Inc. save over $20,000 a year and 20 hours a week by digitizing employee files and... streamlining HR workflows. The document management software made it easy to find documents and reduced misfiling. During a discrimination lawsuit and a Department of Labor audit, Armstrong Subway quickly provided required paperwork, avoiding fines and penalties. GlobalSearch enabled fast compliance and eliminated the need for extra hires. Armstrong Subway now relies on GlobalSearch for efficient, compliant document management.
Park 100 Foods - Food & Beverages - Medium
GlobalSearch by Square 9 helped Park 100 Foods automate document management and workflow. The company processed over 50,000 documents in... less than a year and saw a 40% increase in productivity. GlobalForms enabled HR to move all paperwork online, saving time and improving efficiency. Park 100 Foods eliminated a whole room of file storage and freed up a week of work for accounting. The solution improved collaboration and customer satisfaction across multiple departments.
Park 100 Foods - Food & Beverages
GlobalSearch by Square 9 helped Park 100 Foods, a food manufacturer, replace outdated paper processes. The company needed a flexible... document management system to improve efficiency and automate workflows. With GlobalSearch, they automated document routing and eliminated manual tasks. The accounting team processed over 50,000 documents in less than a year. Productivity increased by 40% and they no longer needed to hire extra staff.
Manufacturing Case Studies and Customer Success Stories with Square 9 Softworks
HARCO Laboratories, Inc. - Manufacturing - Medium
GlobalSearch helped HARCO Laboratories cut document retrieval time and reduce offsite storage costs. HARCO used GlobalSearch to manage sales, work... order, and financial documents. The solution integrated with their Infor VISUAL ERP system. Labor savings reached about $1,000 per month. Offsite storage fees, once $16,000 annually, began to drop. HARCO found GlobalSearch easy to use, customizable, and reliable for document management.
Kenney Manufacturing Company - Manufacturing - Medium
GlobalSearch from Square 9 helped Kenney Manufacturing recover after a storm destroyed their IT servers. The company needed a customizable,... paperless document management solution for disaster recovery. GlobalSearch automated document scanning and indexing, saving about two hours per day in the accounts receivable department. Kenney cut paper and printing costs, improved efficiency, and now processes documents faster. Staff repurposed time for more valuable tasks, supporting a paperless initiative.
Buckley Associates, Inc. - Manufacturing - Medium
GlobalSearch helped Buckley Associates, Inc. cut paper use and standardize business processes. The HVAC manufacturer and distributor improved efficiency by... 20–30% after switching from a costly, ineffective document management system. Staff now access documents quickly across all locations, reducing billing errors and saving time. The company eliminated most file cabinets, streamlining operations and boosting customer service.
Seal Dynamics - Manufacturing - Large
GlobalSearch helped Seal Dynamics, a leading manufacturer and distributor in aviation, move from paper to digital document management. The company needed... to meet strict compliance and streamline business processes. GlobalSearch automated workflows across sales, warehousing, and accounting. The solution integrated with their ERP and enabled fast document retrieval. Seal Dynamics estimates annual savings of at least $500,000 with GlobalSearch.
Gardan, Inc. - Manufacturing - Large
GlobalSearch helped Gardan, Inc. cut physical storage by removing almost all filing cabinets. The company now finds documents up to... five minutes faster. GlobalSearch improved security and made it easy to set up permissions. Teams in accounting, HR, and sales use the software daily. Gardan manages 9,000 purchase orders and 17,000 vendor invoices in GlobalSearch. The solution streamlined workflow and improved compliance support.
General Tool - Manufacturing - Small
GlobalCapture helped General Tool automate document capture and classification. The company used to need several full-time staff for manual paperwork.... Now, one person manages all document capture for the EMALS program. GlobalCapture's Zonal OCR and visual workflows increased efficiency and accuracy. General Tool saved about $250,000 over three years and saw an 80% time savings. The solution improved productivity and reduced costs in manufacturing document management.
Retail Case Studies and Customer Success Stories with Square 9 Softworks
The Dutch Group - Retail - Medium
Square 9's GlobalSearch, GlobalCapture, and TransformAI helped the Dutch Group automate accounts payable and reduce manual invoice processing. The company integrated... Square 9 with their ERP, PDI, to eliminate data silos and improve financial visibility. Staff now quickly find invoice and payment information, saving time and reducing errors. AI-powered document capture increased accuracy and freed pharmacists from manual data entry. The Dutch Group reports positive feedback and greater efficiency across accounting and pharmacy operations.
EZ GO Stores - Retail - Medium
GlobalSearch helped EZ GO Stores remove nine lateral files and four five-drawer cabinets. The company integrated GlobalSearch with its PDI... accounting system for accounts payable and HR. Employees now search invoices and documents by keyword, saving time. Remote work and invoice approvals are easier. Staff gained more autonomy and faster vendor payments. EZ GO plans to automate more processes with GlobalSearch.
Commers Water - Retail - Medium
GlobalForms, GlobalSearch, and GlobalAction helped Commers Water cut sales cycle time and boost accountability. The company replaced paper forms with... digital workflows, making order entry faster and more accurate. 50% of sales staff now use only digital forms. All employees can find documents easily across three locations. Management tracks documents at every workflow stage, improving communication and efficiency.
OFI - Retail - Medium
GlobalSearch and GlobalAction helped OFI, an office furniture retailer, cut operational and sales process times by over 50%. The company automated... workflows and reduced paper use, improving document access and control. OFI shortened its billing cycle by 12 days and managed 50% higher business volume with minimal extra labor. Staff now update key reports 90% faster, boosting customer satisfaction and efficiency.
Kenny Family ShopRites of Delaware - Retail - Large
GlobalSearch helped Kenny Family ShopRites of Delaware save money and improve onboarding. They eliminated basement storage and organized files for... legal retention. The team stored over 30,000 documents digitally and reduced paper use with GlobalForms. Human resources and accounting saw faster processes and better organization. The solution made document search and storage secure and easy.
Government Administration Case Studies and Customer Success Stories with Square 9 Softworks
City of Jackson, Mississippi - Government Administration - Large
Square 9's GlobalSearch and GlobalCapture helped the City of Jackson, Mississippi cut paper use by 30%. The City Clerk's Office... automated document capture and search, saving time and reducing lost files. Staff now find documents faster and spend less on storage and printing. KeyFree Indexing improved accuracy and efficiency. The city plans to expand the software to more departments for better workflow.
Floyd County Clerk - Government Administration - Medium
GlobalSearch from Square 9 helped Floyd County Clerk automate document management. The office eliminated over 25% of paperwork and saved... $18,000 a year by hiring a part-time employee instead of a full-time one. KeyFree Indexing improved file search and reduced manual data entry errors. Staff now find and print documents instantly, improving compliance and service. The solution streamlined workflows and made collaboration easier for government administration.
Snyder County Courthouse - Government Administration - Medium
GlobalSearch helped Snyder County Courthouse fix slow, error-prone scanning in their Probation Department. Staff now scan records once, store them... securely, and find files fast. The department no longer buys new filing cabinets each year, saving money and space. GlobalSearch improved time management and made paperwork tasks much faster. Probation officers can now access records in and out of the office, boosting productivity.
Mahoning County, Ohio - Government Administration - Large
GlobalSearch by Square 9 helped Mahoning County, Ohio, cut document approval times from 4 weeks to under 5 days. The government reduced... annual printing costs by over $5,000 and saw a 300% drop in paperwork. Departments now collaborate in real time and track documents easily. Productivity improved tenfold with faster access to records. GlobalSearch brought strong workflow automation and secure document management.
City of Jackson, Mississippi - Government
Square 9's GlobalSearch and GlobalCapture helped the City of Jackson, Mississippi, move from paper to digital document management. The City Clerk's... Office needed to reduce time spent searching for documents and cut paper costs. With automated capture and advanced search, staff can now find records quickly and work more efficiently. KeyFree Indexing saves time and improves accuracy. The city reduced paper use by 30% and cut storage and printing costs.
Hospitality Case Studies and Customer Success Stories with Square 9 Softworks
The Patterson Club - Hospitality - Medium
GlobalSearch helped The Patterson Club manage employee and member records more efficiently. The club replaced a manual system with GlobalSearch,... making documents easy to scan, index, and retrieve. The solution reduced the risk of lost files and improved compliance with record retention laws. The club avoided hiring extra staff during a $24 million renovation and saved space on document storage. Managers now access records securely from anywhere, improving business operations.
WoodSpring Hotels Property Management - Hospitality - Large
GlobalSearch and Hire to Retire helped WoodSpring Hotels Property Management cut HR document retrieval from 5-10 minutes to 5-10 seconds. The company manages... 116 hotels and needed to fix slow, error-prone manual HR processes. With Square 9's solutions, HR saves at least 25% of admin time and processes new hire paperwork in just 2-3 minutes instead of up to two days. The digital system supports onboarding, document storage, and fast growth without adding HR staff.
WoodSpring Hotels Property Management - Hospitality - Large
GlobalSearch and Hire to Retire helped WoodSpring Hotels Property Management fix slow, manual HR processes. Staff used to spend 5-10... minutes finding files. Now, it takes just 5-10 seconds. The company stores nearly 25,000 documents digitally. HR uses the software daily for onboarding and employee paperwork. The solution improved accuracy and speed for managing hotel staff records.
WoodSpring Hotels Property Management - Hospitality
GlobalSearch and Hire to Retire helped WoodSpring Hotels Property Management fix slow and error-prone HR paperwork. Before, staff spent 5-10... minutes finding files. Now, it takes only 5-10 seconds. The company stores nearly 25,000 documents in GlobalSearch. HR uses the software every day for new hires and employee files. The onboarding process is now faster and easier with web forms and automatic notifications.
Hospital & Health Care Case Studies and Customer Success Stories with Square 9 Softworks
Covenant Village - Hospital & Health Care - Medium
Square 9's GlobalSearch, GlobalCapture, and GlobalForms helped Covenant Village, a senior living community, improve accounts payable processes. The previous system... lacked flexibility and required costly changes. Square 9 delivered easy customization, AI-powered document capture, and web forms for future HR automation. Staff quickly adopted the new solution, saving significant time in accounting and HR. The AI capture tool reduced manual entry and improved accuracy.
Elder Care Alliance - Hospital & Health Care - Medium
GlobalSearch helped Elder Care Alliance fix contract management problems. Before, contracts were hard to find and scattered in many folders.... Now, 115 contracts are stored in one place. Employees can find and share contract details fast. Audit trails and automatic notifications help avoid missed deadlines. The system is easy to use and supports a paperless goal for the future.
Surgical Care Specialists - Hospital & Health Care - Medium
GlobalSearch by Square 9 helped Surgical Care Specialists remove 100% of paperwork in accounts payable and human resources. The healthcare provider... now finds documents instantly across three locations. Staff save up to 20 minutes daily with fast document retrieval. Automated workflows track legal document expirations. Collaboration and organization improved, letting the team focus on patient care.
Dimensional Health Care Associates, Inc. - Hospital & Health Care - Medium
GlobalSearch helped Dimensional Health Care Associates, Inc. replace paper files with digital document management. Nurses now access records quickly in... the field, improving care for intellectually disabled individuals. The solution saves over $70,000 each year in labor and office space. GlobalSearch also ensures regulatory compliance and streamlines workflows. Nurses and staff report greater efficiency and organization.
Transportation/Trucking/Railroad Case Studies and Customer Success Stories with Square 9 Softworks
Kobussen Buses LTD - Transportation/Trucking/Railroad - Large
GlobalSearch and GlobalCapture from Square 9 helped Kobussen Buses LTD automate accounts payable across 21 locations. The company doubled in... size in five years, creating challenges with invoice volume and manual processes. With GlobalSearch, Kobussen digitized invoice management, reduced paper storage, and improved audit efficiency. The solution saved hundreds of thousands of dollars by avoiding new hires and cutting paper costs. Staff now process documents faster and focus on critical tasks, supporting continued business growth.
JAS Trucking, Inc - Transportation/Trucking/Railroad - Medium
GlobalSearch and GlobalCapture from Square 9 helped JAS Trucking, Inc upgrade from an outdated document management system. Employees now find... documents faster with keyword search and automated workflows. Invoice processing is fully automated, saving two full-time employees' worth of time. The safety team saves 40 hours a week in admin work by scanning and storing driver files. Real-time updates and compliance tracking improved productivity and reduced errors.
Sandler & Travis Trade Advisory Services (STTAS) - Transportation/Trucking/Railroad - Large
GlobalSearch and GlobalCapture helped Sandler & Travis Trade Advisory Services (STTAS) automate document management. They replaced manual filing with OCR-powered... digital workflows. STTAS saved over 150,000 sheets of paper and cut $1,500 per month in storage fees. They also saved $2,000 per year on printer costs. Zonal OCR improved data extraction and efficiency for their operations team.
V&S Midwest Carriers Corp. - Transportation/Trucking/Railroad - Medium
GlobalSearch and GlobalCapture from Square 9 automated document capture for V&S Midwest Carriers Corp. The company cut 60% of administrative... workload and saved $35,000 in labor costs each year. Truck expenses dropped by $100,000 as drivers no longer deliver paperwork in person. All delivery, billing, and driver documents are now indexed and retrieved instantly. The solution improved productivity and streamlined operations for this trucking business.
Financial Services Case Studies and Customer Success Stories with Square 9 Softworks
McCue Mortgage - Financial Services - Medium
GlobalSearch helped McCue Mortgage cut storage space by 75%. The company scanned and indexed loan documents, making retrieval fast and... easy. Staff quickly adopted the document management software. McCue Mortgage reduced paper use and improved efficiency. Employees now find files in minutes instead of searching offsite. The company plans to add more features to their Square 9 solution.
Airlines Reporting Corporation (ARC) - Financial Services - Large
GlobalSearch helped Airlines Reporting Corporation (ARC) move from paper files to digital content management. ARC avoided nearly $95,000 in first-year... costs by not building a new file room. Over five years, the project delivered a net present value of $185,000 and a 14.8% internal rate of return. More than 50 users now access files instantly, improving efficiency and customer service. GlobalSearch also strengthened ARC's compliance and disaster recovery.
Franklin Regional Retirement Systems - Financial Services - Small
GlobalSearch by Square 9 helped Franklin Regional Retirement Systems secure critical retirement data for disaster recovery. The finance team avoided... potential losses of up to $10 million by backing up documents electronically. Staff scan and index files easily with barcode cover sheets. GlobalSearch stores files as PDFs, making them easy to export and use. The solution is affordable, simple, and reliable for a small administrative team.
OTA Management LLC - Financial Services - Medium
GlobalSearch helped OTA Management LLC automate accounting tasks and improve compliance. The firm used GlobalSearch, KeyFree Indexing, and Image XChange... to cut down on data entry errors and speed up document retrieval. OTA now saves over 260 hours a year on paper management. The Accounts Payable process is faster and has fewer errors. Employees spend less time on paperwork and more on important tasks.
Legal Services Case Studies and Customer Success Stories with Square 9 Softworks
Public Defender Corporation for the 9th Judicial Circuit (West Virginia) - Legal Services - Small
GlobalSearch by Square 9 helped the Public Defender Corporation for the 9th Judicial Circuit in West Virginia boost productivity by over 100%. The office eliminated... paper files and storage costs by scanning documents into a digital database. Staff and attorneys now access client files instantly, improving collaboration and efficiency. The solution was easy to learn and required no extra storage rental. Square 9’s fast support and online resources made the transition smooth.
Law Offices of Polsky, Shouldice & Rosen, P.C. - Legal Services - Small
GlobalSearch helped Law Offices of Polsky, Shouldice & Rosen, P. C. cut document handling time by at least 50%. The...law firm eliminated over 55 filing cabinets and saved about 2,000 square feet of office space, valued at $50,000 per year. Attorneys now access legal documents instantly, even in court, improving client service. GlobalSearch made document management faster, more secure, and easier for staff with minimal training.
Stephen Plopper & Associates - Legal Services - Small
GlobalSearch helped Stephen Plopper & Associates save over 100 attorney-hours and $16,000 in just six months. The law firm used... GlobalSearch to manage legal documents, making filing and retrieval faster and more reliable. Before, processing each document took 25 minutes; now it takes only five. The solution improved productivity by four to five times and made documents secure and easy to find. The firm plans to expand GlobalSearch to other departments for a paperless office.
Stephen Plopper & Associates - Legal Services - Small
GlobalSearch helped Stephen Plopper & Associates, a business law firm, save over $16,000 in attorney labor within six months. The firm used... GlobalSearch to process 300 documents, totaling more than 3,000 pages. Document processing time dropped from 25 minutes to just 5 minutes per document. Productivity increased by up to 5x for legal document management. The firm now manages documents more easily, efficiently, and reliably.
Health, Wellness and Fitness Case Studies and Customer Success Stories with Square 9 Softworks
Rockland Paramedic Services - Health, Wellness And Fitness - Medium
GlobalSearch and GlobalForms helped Rockland Paramedic Services cut document retrieval time to seconds. The company reduced manual paper processing by... 95% in HR and Accounting. They saved $80,000 annually through workforce attrition and $3,000 in storage costs. All departments now work more efficiently and are nearly paperless. Staff are happier and more productive using Square 9's solutions.
Vantage Clinical Solutions - Health, Wellness And Fitness - Medium
GlobalSearch by Square 9 helped Vantage Clinical Solutions cut paper processing by at least 90%. The company now routes documents... twice as fast, boosting productivity in revenue cycle management and accounting. With about 40 automated workflows, Vantage tracks documents and improves compliance. The solution scales with their growth and supports instant file retrieval. Vantage expanded its use to include GlobalAction for advanced workflow automation.
Acute Care Experts - Health, Wellness And Fitness - Medium
GlobalSearch document management software helped Acute Care Experts go paperless. The company eliminated manual paperwork and improved efficiency in patient... care. They cut costs by removing a full-time clerical position and reduced paper and toner expenses. Staff can now access patient records quickly and securely. Customer service improved with fast document retrieval and better workflow.
Vantage Clinical Solutions - Health, Wellness And Fitness - Medium
GlobalSearch by Square 9 helped Vantage Clinical Solutions cut paper processing by at least 90%. The company now routes documents... twice as fast, boosting productivity in revenue cycle management and accounting. GlobalSearch enabled instant file retrieval and improved client responsiveness. Vantage uses about 40 workflows for document routing and quality checks. The scalable solution supports their ongoing business growth and expansion.
Accounting Case Studies and Customer Success Stories with Square 9 Softworks
Books N Billing - Accounting - Small
GlobalSearch and GlobalCapture helped Books N Billing, a small bookkeeping business, replace an outdated document storage system. The new solution... made it easy to scan, upload, and index financial documents from any location. Staff can now process up to 600 documents quickly, with little delay. Remote access improved efficiency, especially during Covid shutdowns. The system is user friendly and supports small business needs for fast, organized document management.
IntraVAT - Accounting - Small
GlobalCapture and GlobalSearch helped IntraVAT recover from a cyber attack and boost data capture accuracy from 50% to 90%. The company replaced... three systems with one solution, making document management faster and easier. IntraVAT now scans 3,000 pages per day without per-page fees. The software's modular pricing and uncapped page limit fit their needs. IntraVAT expanded use to 120 templates and plans to add GlobalForms for VAT compliance.
Custom Professional Accounting - Accounting - Small
GlobalSearch document management software helped Custom Professional Accounting cut paper storage by 90%. Staff efficiency improved by 35 to 45... percent. The firm found GlobalSearch affordable, easy to use, and reliable. Paper use and offsite storage needs dropped sharply. Employees learned the system quickly. The solution paid for itself fast.
Utilities Case Studies and Customer Success Stories with Square 9 Softworks
Clay Rural Water System - Utilities - Small
GlobalSearch by Square 9 helped Clay Rural Water System protect 40 years of records and free up office space. The utility scanned... and shredded 50% of paperwork, improving disaster recovery and document security. Staff now find customer files in seconds using KeyFree Indexing. Accounting and general office teams work faster with less manual effort. Customer service response times improved with instant access to digital records.
Cato, Inc. - Utilities - Medium
Square 9's GlobalSearch and GlobalForms helped Cato, Inc. digitize HR and accounting paperwork. The company cut paper and toner costs... by 60% and reduced stored paperwork by 75%. Automated workflows improved new hire processing and invoice archiving. Cato avoided hiring two extra clerks and made HR and accounting more efficient. The solution enabled fast, secure access to documents and supported rapid business growth.
Harrison County REMC - Utilities - Medium
GlobalSearch and GlobalCapture helped Harrison County REMC cut paper use and remove over 20 filing cabinets. The utility integrated document... management with OpenOne and Power Software, streamlining accounts payable and service order workflows. Staff now find documents in minutes instead of up to 40 minutes. Large Power Billing automation saves 12-16 hours monthly. Company-wide, productivity rose 5-10% and accounts payable is 20% more efficient.
Religious Institutions Case Studies and Customer Success Stories with Square 9 Softworks
Child Evangelism Fellowship of Ohio - Religious Institutions - Medium
GlobalSearch helped Child Evangelism Fellowship of Ohio digitize and secure 3,700+ documents. The organization needed fast, compliant access to HR... and financial records. GlobalSearch Cloud enabled secure sharing, quick audits, and disaster protection. Staff now find records in seconds, saving time and money. The solution was implemented quickly, reducing risk and improving compliance.
United Methodist Foundation of Indiana - Religious Institutions - Small
GlobalSearch from Square 9 helped United Methodist Foundation of Indiana boost productivity by 30%. Staff now save 20 hours per... month on admin tasks, cutting $4,000 in annual labor costs. The solution eliminated over 26,000 sheets of paper yearly, saving $3,000 in paper costs. KeyFree Indexing halved admin time and made document access fast and easy. Employees can now focus on higher priorities and work more efficiently.
Child Evangelism Fellowship of West Virginia - Religious Institutions - Small
GlobalSearch and GlobalCapture helped Child Evangelism Fellowship of West Virginia secure confidential files and speed up document retrieval. The organization now... processes 1,000 volunteer background checks annually in minutes instead of a day. They saved about three months of work per year and eliminated the need for extra file cabinets. Square 9's document management software cut costs, improved efficiency, and let staff focus on their mission.
Education Case Studies and Customer Success Stories with Square 9 Softworks
St. John Paul the Great Catholic High School - Education - Medium
GlobalSearch and GlobalCapture helped St. John Paul the Great Catholic High School digitize over 100,000 documents. Staff saved more than... 200 hours and boosted productivity by at least 10%. The solution integrates with PowerSchool for easy access to student records. Automated workflows and OCR indexing cut administrative time in finance and registration. The school now operates as a paperless organization with secure, immediate document access.
The Ohio State University College of Dentistry - Education - Large
GlobalSearch document management software helped The Ohio State University College of Dentistry eliminate lost and misfiled student records. The college now... saves about $10,000 per year in labor costs and gained back 10 labor hours per week. GlobalSearch improved FERPA compliance and enabled reliable disaster recovery. Staff can now share and access files easily, boosting efficiency by 25 to 30 percent. Training was quick, and even users with low computer skills adapted fast.
Consumer Goods Case Studies and Customer Success Stories with Square 9 Softworks
Tri-State Wholesale Flooring - Consumer Goods - Medium
GlobalSearch by Square 9 helped Tri-State Wholesale Flooring save time and space. Staff now find documents in seconds, not minutes.... The company eliminated bankers boxes and freed up warehouse space for products. KeyFree Indexing made searching fast and easy. Workflow and productivity improved across accounting, purchasing, and customer service.
The Miami Corporation - Consumer Goods - Medium
GlobalCapture by Square 9 helped The Miami Corporation automate invoice processing. The company saved 16 hours per week for their... accounts payable specialist. Productivity in accounts payable increased by 40%. The solution uses over 70 document templates for fast, accurate data capture. The Miami Corporation plans to expand automation to expense documents and voucher imports.
Information Technology and Services Case Studies and Customer Success Stories with Square 9 Softworks
Applied Technology Solutions (ATS) - Information Technology And Services - Medium
GlobalSearch integrated with OpenOne lets ATS automate document storage and retrieval. ATS customers now scan and index documents without manual... data entry. Productivity increased by 30% and accounting efficiency improved by 40%. Accounts payable workflows route invoices for faster payment. Human resources records are now easy to access and manage. ATS plans to expand use with GlobalForms for web-based employee information capture.
Michigan Office Solutions (MOS) - Information Technology And Services - Large
Square 9's GlobalSearch Document Management software helped Michigan Office Solutions (MOS) fix slow, paper-based accounting. MOS processed 500 invoices a... week, leading to 10,000 paper documents monthly. With GlobalSearch, MOS saved 21.5 hours per week and boosted productivity by 31% in accounts payable. The solution cut paper use by 48,500 sheets each quarter and improved document security and compliance. MOS now manages invoices faster and with less cost.
Insurance Case Studies and Customer Success Stories with Square 9 Softworks
Farm Family Central CT - Insurance - Small
GlobalSearch helped Farm Family Central CT, a small insurance agency, cut paper storage costs and boost efficiency by 25% in just months. Agents now access... documents in the field and automate workflows, improving customer service and compliance. The agency avoided extra storage expenses and saved $20,000–$25,000 a year in labor. GlobalSearch enabled 25% more business without hiring more staff, driving higher profits and secure data management.
Construction Risk Partners - Insurance - Medium
GlobalSearch helped Construction Risk Partners eliminate paper-based filing and manage hundreds of thousands of insurance documents. The firm now stores... documents securely and retrieves them in seconds, improving customer service. GlobalSearch saved over $14,500 annually in labor costs by streamlining operations. Staff can quickly access and email documents to clients, boosting efficiency. The solution expanded across the organization after initial success.
Real Estate Case Studies and Customer Success Stories with Square 9 Softworks
Towne Properties - Real Estate - Large
Square 9 helped Towne Properties cut process times in half for document management. The company used GlobalSearch and GlobalCapture to... simplify document archival and retrieval. Staff now access bank statements and records instantly, improving meeting efficiency and customer confidence. The solution reduced manual work and eliminated filing cabinets. Towne Properties praised Square 9's ease of use, technical support, and smooth cloud migration.
Austin Board of Realtors (ABoR) - Real Estate - Medium
Square 9's GlobalSearch, GlobalCapture, and GlobalForms helped Austin Board of Realtors cut 15% of office paperwork and save 5-10 hours per month on admin tasks. Automated workflows with... Sharp OSA integration sped up document capture and indexing. Purchase order processing saw a 10% productivity boost. Web forms digitized onboarding, AV requests, and sponsorships, reducing a month of manual work to just 1-2 hours. Departments now access and manage documents faster, supporting ABoR's green initiative.
Entertainment Case Studies and Customer Success Stories with Square 9 Softworks
SonyATV Music Publishing - Entertainment - Very Large
GlobalSearch and GlobalAction helped SonyATV Music Publishing automate document workflows across accounting, licensing, legal, and onboarding. The company replaced manual... scanning of 2,000 monthly check copies with a digital process, saving about 400 hours of manual work. All US-based invoice processing is now 100% electronic, improving efficiency. GlobalAction manages 28,000 cue sheets per year and streamlines onboarding with automated notifications. Integration with in-house systems further boosts productivity and audit readiness.
Automotive Case Studies and Customer Success Stories with Square 9 Softworks
DriveTime Automotive Group, Inc. - Automotive - Large
GlobalSearch document management software helped DriveTime Automotive Group speed up auto loan approvals. Staff now retrieve documents in five seconds... instead of five minutes. The company saves $7,800 a year in salary expenses and $9,600 in supplies. Deal fundings nearly tripled since last year. GlobalSearch and GlobalCapture automate workflows, reduce paper use, and cut the need for extra staff.
Construction Case Studies and Customer Success Stories with Square 9 Softworks
Gas Field Services, Inc - Construction - Medium
GlobalSearch and GlobalCapture from Square 9 helped Gas Field Services, Inc automate document management and eliminate manual data entry. The company reduced... paystub distribution from 4-6 hours to a single button press for 120 employees. They cut paper usage by 75% and removed 40 file cabinets within months. Accounts payable, receivable, and payroll processes are now digital and efficient. Square 9’s solutions paid for themselves in five months and improved remote access for field workers.
Banking Case Studies and Customer Success Stories with Square 9 Softworks
Valley National Bank - Banking - Large
GlobalSearch helped Valley National Bank save almost $150,000 each year by reducing paper storage and labor costs. The bank scanned... and indexed over one million pages in the first year. They cut storage expenses by $35,000 and labor costs by $100,000 annually. Audits now take less time, saving an extra $12,000 per year. GlobalSearch also improved compliance and disaster recovery for the bank.
Consumer Electronics Case Studies and Customer Success Stories with Square 9 Softworks
Plustek, Inc. - Consumer Electronics - Large
Plustek, Inc. used Square 9's GlobalSearch and eScan network scanners to streamline document management. The integration lets users scan documents... directly into GlobalSearch from the eScan touch panel, removing the need for desktop computers. This solution saves money by replacing multiple devices with a shared scanner. The user-friendly interface reduces training time and fits both cloud and on-premise workflows. Plustek reports increased efficiency and customer satisfaction with this document scanning solution.
Wholesale Case Studies and Customer Success Stories with Square 9 Softworks
Durst Corporation - Wholesale - Medium
GlobalSearch helped Durst Corporation stop losing sales orders. The company used to handle hundreds of paper faxes daily, which often... got lost or misplaced. With GlobalSearch, orders are now filed electronically and tracked easily. Managers can see order status at a glance. Labor savings and better customer service followed. Customers now praise Durst for fast, reliable order processing.
Other Industry Case Studies and Success Stories with Square 9 Softworks
Farmward Cooperative - Medium
Square 9’s GlobalAutomation helped Farmward Cooperative automate invoice digitization and approvals across 11 locations. The accounts payable team now processes... nearly 500 invoices a month with less paper and faster tracking. Integration with Agvance ERP improved efficiency and secure access to records. Staff save hours previously spent filing and searching for documents. Farmward values Square 9’s responsive customer service and easy reporting features.
Nasmyth West Middlesex Ltd. - Aerospace, Defense, Engineering, And Motor Sports - Medium
GlobalSearch and GlobalCapture helped Nasmyth West Middlesex Ltd. store and search compliance documents. The company struggled with slow manual searches... for Certificates of Work, taking up to three hours per document. With GlobalSearch, nearly half of their documents are now digitized and easy to find. The solution improved efficiency and made compliance easier. The support team worked closely with Nasmyth to adapt the software to their needs.
Farmers Reservoir and Irrigation Company - Agriculture - Medium
GlobalSearch and GlobalAction helped Farmers Reservoir and Irrigation Company save 5-10 hours a week by making document search and approval much faster. The company integrated... GlobalSearch with ArchView GIS for real-time data access. Staff now use OCR to find records quickly and add new archives easily. Digital workflows replaced slow, paper-based approvals, boosting efficiency. The solution improved productivity across project coordination, engineering, and accounting.
Customer Success Stories of Square 9 Softworks
Square 9 Softworks Automates Dues Processing for Local Union
SEIU Local 6 has implemented Square 9's intelligent document processing solution to automate dues processing, saving 15 hours per week, including 10 hours of paid overtime. The AI-powered platform... extracts data from handwritten documents in 30 languages, enhancing efficiency and compliance. SEIU Local 6's administration director praises the ease and adaptability of Square 9's solution.