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“The biggest reason I recommend WorldView is the efficiency. Their solutions help us move faster and work smarter across every location.” - John Lewis, Director of IT

Copy of Worldview Case Study Snavely Forest dir it

How Snavely Forest Products Modernized AP Workflow and Document Access with WorldView

Client Overview

Company: Snavel Forest Products

Location: 10 Distribution Centers Across the U.S.

Founded: 1902

Industry: Wholesale Lumber & Building Products

At a Glance

Snavely Forest Products has been a long-time DMSi Agility customer, but managing documents inside the ERP still required a surprising amount of paper, scanning, and manual effort.

Before WorldView, every delivery ticket came back in hardcopy. Office teams stored folders of signed paperwork. Retrieving a POD or old invoice meant digging through files, scanning it, and emailing it to whoever needed it.

As volume grew across locations—from Texas to North Carolina to Pennsylvania—the paper burden became a real operational drag.

“We used to keep everything on paper. If someone needed a proof of delivery, we had to go find it, scan it, and email it. That’s all gone now.” - John Lewis

When Snavely began using WorldView years ago for electronic document storage, the immediate benefit was simple but powerful: no more paper PODs. Drivers captured everything electronically, and documents flowed directly into the system.

But the real transformation came when AP Workflow rolled out across the organization.

From early skepticism... To total buy-in 

When AP Workflow first launched, adoption was uneven across locations. Some branches embraced it; others clung to old habits.

That changed when the Snavely team partnered more closely with WorldView support.

“Our Account Management team was incredible. They helped us iron out every quirk. The system kept improving, and so did our comfort with it.”
— Kaitlyn Corrick, Junior Accountant

Then came the turning point — a temporary outage forced the team to pay invoices through Agility again.

“We had to pay through Agility again, and I immediately said, ‘I miss WorldView. I want it back right now.” - Kaitlyn Corrick

Suddenly everyone realized how streamlined the workflow had become — and how painful the old process really was.


What Changed: Less Paper, Fewer Delays, More Control

  1.  Electronic PODs & Instant Document Access - No searching. No scanning. Everything is there when needed.
  2. AP Workflow That Handles High Volume - One supplier alone sends 600 invoices a month, which now take under 90 minutes to process.
  3. Seamless Integration with Agility - Approvers see everything in one place — no lost emails, no duplicate work.
  4. Full Audit Visibility - Every touchpoint, edit, and approval is traceable.
  5. A System Teams Actually Want to Use - New office managers say onboarding is faster and easier than with paper-based workflows.

Favorite Features:

  • Intelligent invoice capture
  • Central inbox for vendor documents
  • Branch & corporate visibility in one workflow
  • Instant audit readiness
  • A truly supportive WorldView partnership

The Results:

  • Workflow adoption increased from 53% → nearly 80%
  • Annual data entry reduced to ~9%
  • Hundreds of hours returned to branch and HQ teams
  • Faster research and problem resolution
  • More consistent AP operations across locations
  • Better vendor relationships from more predictable payments

Closing Thoughts

“The biggest reason I recommend WorldView is the efficiency. Their solutions help us move faster and work smarter across every location.” -John Lewis

“Having every invoice, approval, and history at our fingertips is a game-changer. For auditing, for research — everything. It’s all there.” - Kaitlyn CorricK

Read Full Story

80% Workflow Adoption

Jumped from 53% to nearly 80% after WorldView’s AP Workflow rolled out—driven by consistent support and better user experience.

600 Invoices, 90 Minutes

One supplier sends 600 invoices a month, and the entire batch now takes under 90 minutes to process, thanks to automated AP workflow.

9% Manual Entry

Manual data entry dropped to just 9%, drastically cutting down errors and saving time across branches.

Hundreds of Hours Saved

Team members across HQ and branches got back hundreds of hours—freeing them up for higher-value work instead of chasing paperwork.