Case Study: Apex Oil achieves unified service and information management with M-Files

A M-Files Case Study

Preview of the Apex Oil Case Study

Apex Oil - Customer Case Study

Apex Oil Company, a U.S.-based wholesale distributor and multi-company service organization, faced content chaos as contracts and documents were scattered between Cherwell and traditional file shares. Duplicate copies, unclear versioning and an inability to set document-level access created inefficiencies and placed heavy administrative burden on a small IT team supporting diverse business units.

Apex integrated Cherwell with M-Files using Prevolution’s standard connector to provide metadata-driven, repository-neutral document management accessible directly from Cherwell with no coding or migration. The integration created a single source of truth, enabled granular access controls and improved compliance, while reducing storage, backup workloads and manual effort — and it set the stage for further integrations (such as SAP) for a seamless enterprise experience.


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Apex Oil

Gary Fleming

IT-Director


M-Files

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