Johnson Plastics Saves Time with Fortra's Document Management Software

How managing documents digitally increased productivity and customer happiness

Image
Text

Paper was a problem for Johnson Plastics, a Minneapolis, Minnesota-based supplier of engravable materials and engraving supplies. Documents stored in filing cabinets and manual report delivery made processes difficult—especially across their eight locations in the U.S.
Johnson Plastics needed document management to work with their growing business and keep customers happy. 

Farewell to Filing Cabinets

Paper documents in filing cabinets used to be the way of life at Johnson Plastics. But a filing cabinet can only be in one place at one time, meaning critical documents weren’t accessible to everyone at every location. Trying to find a purchase order or customer information on a moment’s notice was impossible.

Implementing an electronic document management system changed all of that.

Today, documents are easily accessible from one central digital repository. Everyone—from accounts payable staff to customer service representatives—can access a document whenever it’s needed. All it takes is a quick keyword search (by customer name or order number) to find the document in question.

Webdocs also integrates with their VAI ERP system to ensure accuracy of customer information. Names and addresses on new invoices and purchase orders can be cross-referenced and verified instantly with existing records.

Users can also click a button in the VAI user interface and launch document searches in Webdocs. This makes it much easier to find a relevant document (i.e., purchase order) when reviewing customer information.

We basically replaced our filing cabinets with Webdocs.

Ron Caucutt, IT Operations Director, Johnson Plastics

Text

Hello to Happy Customers

Since Johnson Plastics has eight warehouses across the U.S., it’s common for an order to include shipments from multiple warehouses. In the days of paper-based processes and document management, this made shipment information and tracking difficult for customer service representatives without access to all the information. 

Today, Webdocs makes it easy to gain visibility over the order as a whole. All relevant documents are kept in one central repository. They're easy to reference no matter where the customer service representative is stationed.

Plus, the customer now receives one invoice rather than multiple invoices with each shipment. This centralizes billing and makes it easier for the customer to track an order as a whole.

If a customer calls with a question about an order, a customer service representative can find the information quickly. In the end, the customer is happy—and the customer service representative can move on to the next task faster.

 If anyone has a question about an order, they can go into Webdocs to look it up. No matter where you are, you can see the information. There’s no need to chase it down.

Ron Caucutt, IT Operations Director, Johnson Plastics

Text

Relax: Report Delivery is Automatic

Reports are delivered on a daily basis at Johnson Plastics. In fact, there are over twenty groups that expect reports on everything from inventory to accounting. That used to mean lots of manual effort.

Today, with the help of Deliver Now, those regular reports are fully automated and save employees significant time. No matter what—even if someone is on vacation—reports are automatically produced and delivered to the right people on time.

Johnson Plastics now effectively manages documents and saves time every day with electronic document management and delivery software.

Save Time with Fortra

Fortra document management tools help organizations effectively manage documents. Find out how much time—and money—you can save with document management.

CALCULATE MY ROI

Learn more about document management.

Get the guide