Case Study: OTA Management LLC achieves accounting accuracy and annual time savings with Square 9 Softworks GlobalSearch

OTA Management saves 260+ hours annually with Square 9 Softworks

OTA Management LLC, a brokerage firm, faced challenges with inefficient paper-based accounting processes, including difficult document filing, retrieval, and compliance management. This led them to partner with Square 9 Softworks and implement its GlobalSearch enterprise content management solution to automate tasks and improve accuracy.

The solution from Square 9 included GlobalSearch with KeyFree Indexing and the Image XChange module, which streamlined data entry and automated the population of index fields. As a result, OTA now saves over 260 hours annually on paper management tasks, has drastically lowered personnel costs, and has achieved a more efficient and accurate accounts payable workflow. Square 9’s customizable and cost-effective platform provided the advanced search capabilities and process improvements the firm required.

OTA Management LLC