“With the previous solution, each department had to go in, tell it what account it belongs to, put in the amount, put in the vendor, and put in if it’s taxed or not,” explained Sills. “But with TransformAI, the department gets the invoice, either approves or rejects it, and then they just click a drop-down that tells it what account it belongs to, and it moves on.” – Cory Sills, Technology Director at Covenant Village
“With Square 9, all the information is in there. You can see whether an invoice was sent or not,” stated Setiawan. “That really speeds up the payment process, and we haven’t heard about any accounts being shut down because of non-payment.”
“It’s been a painless and effortless solution to our archival needs. It’s a time saver versus other solutions. It does not require any additional infrastructure to maintain. Everything that we have in place serves our needs, so that’s been outstanding. I would highly recommend it to anyone who asked about a document archival solution.”
Since its implementation, Elder Care Alliance has already used GlobalSearch to collaborate and sign off on a new contract with great success. “It’s nice because it’s one document in one place,” said Haas. This allows her and other employees to collaborate more effectively on the contract, ensuring that both parties sign it and that the terms are acceptable. In addition to saving time and boosting collaboration, Elder Care Alliance has a green initiative and plans to have the company’s human resources, finance, and information technology departments completely paperless by 2030.
Square 9 promised EZ GO a custom integration that could serve as a base for future PDI customers, and EZ GO decided to take Square 9 up on this promise because of the software’s ease of use. “As far as I could tell from all the sessions I saw for other document management software,” said McDonald, “[GlobalSearch] seemed so much easier to use.”
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Square 9 Softworks
127 Church Street
New Haven, CT 06510
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PO Box 15
Rocky Hill, CT 06067
