Industry:
Oil & Energy
Use Case:
Paperless Document Management
Client Business Description
Moving from Paper-Based Records to Digital Document Management
Allied Industrial Sales, Inc. is a small business in the oil and energy industry with 11–50 employees.
As the company worked to reduce its reliance on paper records, it needed an easier way to manage and search its documents digitally.
The move toward paperless document management gave the company a way to reduce its dependence on physical file cabinets and make its records easier to search and access.
Docsvault helped us go from 100% Paper to 50% Paperless in just a year’s time. We can now search through our records much more easily and cost effectively vs going to the old file cabinets and manually searching and hoping things were filed appropriately.
How we helped
Supporting the Transition to Paperless Document Management
Docsvault helped Allied Industrial Sales move away from a fully paper-based approach to document management. Within about a year, the company moved from 100% paper to approximately 50% paperless, according to James.
The transition also made it easier for employees to search through company records. Instead of manually going through file cabinets and hoping documents had been filed appropriately, employees could search their digital records to find the information they needed. James noted that this was much easier and more cost effective than the company’s previous approach.
The system was also well received by employees. James described Docsvault as “smart” and “intuitive” and said that adoption went very smoothly, including among users who were not accustomed to change.
Key Capabilities
Digital Document Management
Docsvault gave Allied Industrial Sales a digital approach to managing its business records, helping the company reduce its reliance on paper.
Document Search
Digital search made it easier to look through records without manually searching through physical file cabinets.
Digital Record Access
Moving records into a digital document management environment provided an easier way to access information than relying solely on physical files.
Ease of Use
James described Docsvault as “smart” and “intuitive,” noting that user adoption went very smoothly.
Built-in Document Tools
James also highlighted the range of document-related tools available within Docsvault, noting that the platform could reduce the need for separate tools for tasks such as PDF reading and editing.
Results
Less Than Two Years of Use
During its first year with Docsvault, Allied Industrial Sales moved from 100% paper to approximately 50% paperless.
The company also found it easier to search through its records compared with manually searching through file cabinets and relying on documents being filed appropriately.
James described the experience positively, highlighting both the ease of searching records and the smooth adoption of the system.
The Takeaway
A Practical Path Toward Paperless Document Management
Moving from paper-based records to digital document management does not necessarily have to happen all at once.
Allied Industrial Sales’ experience shows how an organization can make measurable progress toward reducing paper while making its records easier to search.
The company’s move from 100% paper to approximately 50% paperless in about a year demonstrates the practical impact of gradually transitioning from physical filing to digital document management.
For organizations still relying heavily on paper records, an intuitive document management system can provide a practical way to reduce manual searching and make business records easier to access.
How Docsvault Can Work for Your Organization
Organizations that still rely heavily on paper records can use document management software to move records into a searchable digital environment and reduce the time spent manually looking for information.
Docsvault provides a document management platform that helps organizations capture, organize, search, secure, and manage business documents while supporting a transition toward more paperless document management.
Editorial Note: This customer story is based on a public customer review published on Capterra.
