Case Study: Elder Care Alliance streamlines contract management with Square 9 GlobalSearch

A Square 9 Softworks Case Study

Preview of the Elder Care Alliance Case Study

Elder Care Alliance streamlines contract management with Square 9 Softworks and stores 115 contracts in GlobalSearch

Elder Care Alliance, an association of senior living communities in California, faced significant challenges in managing its contracts. With over 50 employees collaborating on agreements, the company lacked oversight, leading to contracts being signed with exceeded terms and no way to track their life cycle. Documents were also scattered across multiple shared drives, making them time-consuming to locate. To address this, they turned to vendor Square 9 Softworks and implemented its GlobalSearch enterprise content management solution.

The solution from Square 9 Softworks centralized contract storage and introduced vital features like an audit trail, permission settings, and automatic notifications for cancellation dates. This streamlined collaboration and ensured contracts were properly screened and signed. As a result, Elder Care Alliance has already stored 115 contracts in the system, which has made information effortlessly accessible and has prevented missed cancellation windows. The implementation has saved significant time and is a key step in the company's initiative to become paperless.


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