Case Study: Heritage Cooperative achieves a 20% productivity boost and $4K/year savings with Square 9 Softworks

GlobalSearch Solved the Root of Paper-Based Problems at Agricultural Retailer, Heritage Cooperative

Heritage Cooperative, an agricultural retailer serving over 3,500 farmer members and 4,000 customers across 30 locations with 260 employees, was hampered by an outdated document management system that made storage, retrieval and collaboration slow and error‑prone. Square 9 Softworks was engaged to provide an integrated solution, deploying GlobalSearch with Image XChange and GlobalCapture to connect document workflows directly into their AgVantage accounting system.

Square 9 Softworks implemented GlobalSearch/Image XChange for one‑click retrieval from AgVantage and GlobalCapture for automated scanning, OCR, validation, routing and notifications, removing manual print/email/fax steps. The solution increased employee productivity by just under 20%, saved about 20 hours per month, and reduced costs by roughly $300/month (nearly $4,000/year) through eliminated offsite storage, paper and printer expenses, while consolidating accounts payable documents for faster, more accurate processing.

Heritage Cooperative

Lyle Gottfried

Chief Financial Officer