Case Study: Major Steel Suppling Company achieves streamlined paperwork and sub-1-minute document retrieval with Fortra

Major Steel Supplier Strikes Gold with a Document and Forms Management Solution and Superb Support

Major Steel Supplier (MSS), a North American steel manufacturer, was hampered by paper-heavy processes—pre-printed forms, dot‑matrix printers and an older IBM proprietary digital format—which caused shipping paperwork to lag behind shipments and risked noncompliance with seven‑year retention requirements. They needed a rapid conversion to PDF and a way to automate invoices, shipping documents and mill test reports to meet customer expectations.

MSS deployed HelpSystems’ Webdocs and iForms, converting all documents and building electronic forms in four months, scanning mill test reports on receipt and enabling quick bundling, emailing and printing of documents. The result: paperwork now accompanies shipments, archived documents can be retrieved in under a minute, customer service improved, and ongoing HelpSystems support ensures continued efficiency.