CASE STUDY DOWNLOAD
Capital Forest Adopts Automation With WorldView
Bringing Order to Returns: How Capital Forest Improved Workflow with WorldView
For over 40 years, Capital Forest managed its documents the old-fashioned way—paper files and manual processes. When their ERP partner, DMSi, introduced them to WorldView, they took the first step toward digitization. But document storage was just the beginning.
At DMSi Partner Connect, Capital Forest explored how WorldView could help them tackle a major pain point: tracking credit requests and returns. Without a clear process, approvals were inconsistent, records were scattered, and returns often lacked documentation. By adopting WorldView’s Credit Request Workflows, they established a standardized system that made approvals faster, ensured policies were followed, and provided a clear audit trail.
Now, Capital Forest’s accounting and sales teams rely on WorldView to handle returns, manage client relationships, and pull sales data instantly. With automation in place, they’ve eliminated guesswork and set the foundation for future growth.
Read the full case study to see how Capital Forest transformed its workflow.
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