Case Study

Caltronics Business Systems Improves Document Workflow with GlobalSearch®

Caltronics Business Systems Improves Document Workflow with GlobalSearch®

Caltronics Business Systems, a leading independent copier dealer, improved document workflow by implementing Square 9’s GlobalSearch ECM solution. Facing inefficiencies in managing sales orders and service documentation, Caltronics streamlined operations with GlobalForms and GlobalAction, enabling instant document access and reducing response times. Employees now retrieve records in minutes instead of hours, boosting productivity and customer service efficiency. With over 1.5 million documents stored digitally, the company has eliminated lost paperwork, cut filing costs, and improved job satisfaction. GlobalSearch continues to drive ROI and innovation across all departments.

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