Case Study: McKesson Corporation achieves automated PDF/A conversion and clears 11‑month backlog with Adlib Software

Turbocharging digital document conversion with Adlib

McKesson Corporation, a Fortune 500 distributor of pharmaceuticals and health IT services, faced a looming loss of its InfoPath-based process for collecting product release requirements and attachments for SharePoint. The team needed a faster, automated way to merge forms and attachments, guarantee long-term accessibility and versioned records for 12-year retention, and replace manual conversions — so they evaluated solutions and selected Adlib Software (Adlib) for PDF/A document conversion and merging.

Adlib Software implemented an off‑server conversion workflow that captures InfoPath forms and SharePoint attachments, merges them in the correct order, and validates them to PDF/A for archival. The solution automated form tracks, integrated with K2, cut conversion times from hours to minutes, cleared a 250‑form backlog, and saved an estimated 11 months of conversion effort; McKesson now processes ~20 forms/month with assured long‑term fidelity and easier records management.

McKesson Corporation

Theresa Schaefer

Project Manager