Case Study: Cato Inc. achieves paperless efficiency and streamlined productivity with Square 9 Softworks

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Preview of the Cato Case Study

Enterprise Content Management Solutions Enable Cato Inc. to Digitize Data and Streamline Departmental Productivity

Cato, a diversified energy company with about 500 employees, was struggling to manage a rapidly growing volume of paperwork across HR and accounting, with documents arriving by email, fax, and hand delivery. The company needed a better way to track invoices, new-hire paperwork, and regulatory records, and turned to Square 9 Softworks and its GlobalSearch ECM platform to help move away from paper-based processes.

Square 9 Softworks implemented GlobalSearch, along with GlobalForms, GlobalAction, GlobalCapture, and the Hire to Retire workflow to digitize intake, indexing, archiving, and approvals. The results included at least 60% lower paper and toner costs, a 75% reduction in stored paperwork, and the avoidance of hiring at least two additional clerical staff, while also speeding invoice lookup, improving HR accuracy, and reducing frustration across departments.


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