Case Study: Buckley Associates, Inc achieves 20–30% efficiency gains and reduced paper bottlenecks with Square 9 Softworks' GlobalSearch

Regional Manufacturer-Distributor Stocks Up on GlobalSearch

Buckley Associates, Inc., a regional HVAC manufacturer‑distributor handling 200–300 sales orders daily across five warehouses, struggled with six different, paper‑based processes and a costly, poorly supported document system that prevented document sharing and slowed billing. To standardize workflows, reduce paper, and integrate with its Windows ERP, Buckley selected Square 9 Softworks and its GlobalSearch/GlobalAction solutions.

Square 9 Softworks implemented GlobalSearch as a workflow engine, enabling drag‑and‑drop capture, indexing and enterprise‑wide access to sales orders, acknowledgements and invoices. The solution eliminated billing "log jams," cut physical storage (from roughly two dozen file cabinets to three, with plans to remove the rest), and delivered a 20–30% efficiency improvement—faster filing/retrieval, better document accessibility, and measurable time and cost savings for Buckley Associates, Inc.

Buckley Associates, Inc

Robert Buckley III

Director of Information Technology