Case Study: Birch cuts order processing time by 50% with Trinisys

Birch gains 50% reduction in order processing time with Trinisys-based online solution

Birch, a managed communications and IT services provider for small and medium-sized businesses, wanted to move its sales process from paper to the web. The company needed a faster, more accurate way to handle order forms, support electronic signatures, and enforce business rules. Trinisys provided the Connect solution on its Convergence platform to address these needs.

With Trinisys, Birch digitized its sales forms, auto-populated data from company systems, generated complete PDF packets, and routed them to DocuSign for secure electronic signatures. The result was a more efficient process with reduced human error, rapid packet generation, secure signature capture, and archiving, while cutting order processing time by 50%. Trinisys also helped Birch streamline training by replacing multiple paper forms with one intuitive web form.

Birch

Brad Smith

Vice President of Sales