Case Study: Innovative Orange achieves 4-day order processing (down from weeks) with Laserfiche

How Innovative Orange Revamped the Customer Order Process with Laserfiche Forms

Innovative Orange, a Texas-based reseller that expanded from managed print into a professional services division, faced a slow, paper‑heavy customer order process: sales orders required up to 25 pages of forms that were often incomplete or unsigned, then had to be scanned page‑by‑page into a legacy system. The manual steps and missing data regularly delayed fulfillment for weeks and made document retrieval difficult.

By implementing Laserfiche Forms and Workflow, IO created a tokenized customer portal where a single progress-tracked URL aggregates and prepopulates required forms, enforces required fields, and notifies staff when orders are ready. Sales reps can launch portals from Laserfiche, unlock edits with a passcode, and all completed forms are stored centrally; as a result, order processing dropped from weeks to under four days, reduced in‑person meetings, improved data accuracy and retrieval, and generated new Laserfiche interest among customers.

Innovative Orange

Scott Copeland

Vice President of Professional Services