Case Study: Caltronics Business Systems improves document workflow and customer service with Square 9 Softworks

Caltronics Business Systems boosts customer service by 30% with Square 9

Caltronics Business Systems, a major independent copier dealer, faced inefficient paper-based processes for sales orders and service documentation. Accessing paperwork for sales and service teams was slow, taking hours or days. To streamline workflow and improve accessibility, they implemented Square 9's GlobalSearch document management suite along with GlobalForms and GlobalAction.

The solution from Square 9 created digital, web-based forms and defined automated workflows. This gave all departments immediate access to records, eliminating lost documents and physical filing. As a result, Caltronics now stores over 150 GB of files, providing instant access to 1.5 million documents. The company increased its capacity to serve customers by 30%, reduced document retrieval from hours to minutes, and repurposed storage space previously used for filing cabinets.

Caltronics Business Systems