How a two-step distributor modernized document storage, improved access to information, and scaled—without adding headcount.

Client Overview

Client: Lumbermen’s Inc.

Industry: Building materials – two-step distribution & light manufacturing

Employees: 650+

ERP: Agility by DMSi

WorldView Products Used: Document Storage, Barcoded Indexing, Workflow (Tax Certificate Tracking – in progress)

Primary Users: AP team, managers across all branches, Business Systems

At a Glance

Lumbermen’s Inc. is one of the Midwest’s leading building materials distributors, serving lumberyards, building materials dealers, and retailers with everything from decking and siding to cabinets, countertops, railing, and doors. With ~650 employees and major growth over the last decade, the company runs on Agility by DMSi—supported by Director of Business Systems, Andrew Ziegler, who oversees operational technology, ERP strategy, and systems integration.

The Challenge

Paper everywhere — and no easy way to find anything

Before using WorldView, Lumbermen’s stored all supporting documents in paper form:

• Invoices were filed in 5-foot-tall cabinets
• Once drawers filled, documents were boxed and shrink-wrapped to warehouse pallets
• Managers had to call or email AP to retrieve a single document
• AP would search drawers, scan pages, and send them back manually
• Growing volume made it difficult to scale as the company doubled in size

While the process “worked,” it wasn’t built for a business growing as fast as Lumbermen’s.

Why WorldView 

The only document partner deeply integrated with Agility

As an official DMSi partner, WorldView offers:

• Native integration
• Barcode-based auto-indexing from Agility documents
• A direct, reliable connection between transactions and source documentation

For Lumbermen’s, it meant moving from paper chaos to instant access—without disrupting existing workflows.

The Solution

Centralized document storage, tied directly to ERP transactions

Lumbermen’s implemented WorldView to digitize and store:

• Proof of delivery (POD) documents
• Vendor invoices
• Any supporting document tied to a transaction

Barcoded documents from Agility automatically index themselves, reducing manual work and improving accuracy.

Instant access for every manager

Now any manager—from operations to finance—can open a transaction in Agility and click once to view all associated documents in their browser.

Scaling for future workflows

The Lumbermen’s team has also built (but not yet deployed) new workflows for:

• Tracking and expiring resale tax exemption certificates
• Automated reminders for renewals
• Centralized audit-ready history

This future-ready configuration gives them the infrastructure to expand automation as capacity allows.

The Results:

Eliminated 3 large file cabinets — and the warehouse pallets behind them

Active working documents no longer live in paper storage, and the back-warehouse “pallet stacks” are disappearing.

Instant access to information across the company

What used to take 20 minutes to retrieve now takes seconds:

Managers open Agility → click → documents appear instantly.

This time savings compounds across every department, especially during budgeting, audits, and month-end close.

Ability to scale without adding new staff

Lumbermen’s has grown from 300 employees to 650+ without needing to add document-handling staff.

“We haven’t reduced headcount, but we’ve avoided increasing it. Without WorldView, we couldn’t have scaled at the pace we have.”

A more reliable, modern, and audit-ready process

Documents are indexed, secure, and linked to transactions—eliminating the risk of:

• Lost paperwork
• Misfiled documents
• Slow customer or vendor responses
• Operational bottlenecks

Why Lumbermen's Recommends WorldView

1. Fast, intuitive access to the documents that matter

Managers get what they need instantly—no more chasing AP.

2. Scales with company growth

The team can support far more volume with the same number of people.

3. Seamless integration with Agility

Works inside the system their business already runs on.

4. Proven reliability

“Set it and it works”—with consistently strong uptime and dependable support.

5. A partner that grows with them

With workflows for tax certificates and future automation, Lumbermen’s sees long-term potential.

“WorldView lets us do twice as much without twice as many people. The difference between 20 minutes searching for a document and having it instantly—across hundreds of transactions—adds up fast.”