Case Study: Zarrow Family Foundations reduces paper and speeds document workflows with Square 9 Softworks

Zarrow Family Foundations cuts paper handling 50% with Square 9 Softworks

The Zarrow Family Foundations, a philanthropic organization, faced overwhelming paper-based inefficiencies across its administration, accounting, and auditing departments. Challenges included difficulty locating files, delays in approvals and payments, and excessive storage needs. They turned to Square 9 Softworks and implemented its GlobalSearch enterprise content management and GlobalCapture document capture automation software to digitize and streamline processes.

Square 9's solution centralized document storage, automated indexing and routing, and enabled digital annotations and approvals. This eliminated paper shuffling and provided clear audit trails. Results included a 50% reduction in time spent handling documents by staff, a 10% reduction in managerial time searching for and signing checks, and $2,500 in annual savings on paper and storage costs. External auditors also completed their work in half the time. Square 9's platform allowed the foundations to focus more resources on their core philanthropic mission.

Zarrow Family Foundations