Case Study: McCorvey Sheet Metal Works achieves a paperless, scalable workflow with Trello

Making History With A Paperless Process

McCorvey Sheet Metal Works, a fourth-generation HVAC sheet metal manufacturer founded in 1925 with locations in Houston, Orlando, and Dallas, faced a scaling challenge: decades‑old handwritten ticketing and paper filing were causing lost information and poor visibility across shops and offices. The company needed an easy-to-learn, maintainable paperless system that could centralize files and processes for employees of varying technical skill—about 80% of the company now uses the chosen tool.

They adopted Trello for its visual workflows, collaborative features, and open API, beginning with a 15‑user field test that quickly expanded across estimation, fabrication, and management teams. Trello eliminated many paper processes, improved quality assurance and real‑time status visibility, reduced dropped jobs, created searchable historical logs, and even helped win a major bid by offering transparent, shared project tracking—establishing a scalable digital hub for future growth.

McCorvey Sheet Metal Works

Chris Mondeau

Technology Coordinator