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Customer Stories

Customer stories of how connected documentation strengthens visibility, speeds up work, and protects margins.

Visibility That Protects Every Dollar

At WorldView documentation isn’t just stored — it’s connected.
Every proof, invoice, and delivery record lives in one system that keeps projects moving, reduces risk, and gives teams instant clarity across every branch.

These stories show what happens when businesses stop relying on paper and start working with true visibility and control. From recovering missed discounts to cutting filing time by 85%, customers are proving what a connected documentation platform can make possible.

See how companies across construction, distribution, and project-driven industries use WorldView to eliminate paper, prevent costly mistakes, and run operations with confidence.

Clarity, control, and collaboration — that’s what our customers see every day.-1

“By the end of month two, the same people who used to complain about invoice approvals were calling me, saying, ‘This is amazing. Why didn’t we do this sooner?’”

Tina Boyd

Tina Boyd

IT Manager at Roofers Mart

“It’s almost like we’ve got buddies that have designed the software and we can just tap into that at any time, which is really good and really valuable." 

Camille Torres

Concannon Lumber Company

See how clarity pays off

Every organization faces its own workflow hurdles. Hear how home health and hospice leaders use WorldView to simplify communication, reduce delays, and keep teams connected from intake to delivery.

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Case Study

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

Lumbermen’s was drowning in paper storage and slow document retrieval that bottlenecked growth. With WorldView’s ECM integrated into DMSi Agility, they eliminated warehouse filing, gave managers instant access, and scaled to 650+ employees - without adding document-handling staff.

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Case Study

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

Snavely Forest Products was buried in paper-heavy processes that slowed AP approvals, caused inconsistencies across branches, and ate up time with manual tasks. After switching to WorldView’s AP Workflow, they slashed manual entry, increased adoption to nearly 80%, and saved hundreds of hours company-wide.

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Case Study

How Concannon Lumber Cut Paper, Sped Up Approvals, and Grew Without Adding Staff

Manual, paper-heavy AP slowed approvals and audits across Concannon’s global offices. WorldView’s digital workflows brought clean, original documents, instant access, and visible due dates. Audits now take minutes, teams work from organized queues, and operations grow without adding staff.

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Case Study

How Roofers Mart Transformed AP Workflow—Saving $70K+ and 720+ Hours Annually

Roofers Mart’s manual AP process caused lost invoices, missed discounts, and vendor frustrations. When late payments put their credit at risk, they adopted WorldView AP Workflow Automation to digitize invoices and speed up approvals. The impact was immediate—$70K+ recovered in early-payment discounts, 720+ hours saved annually, and automatic invoice matching that reduced manual work. Paper invoices and storage issues became a thing of the past, and vendors benefited from on-time payments, strengthening relationships.

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Explore how teams like yours cut hours, reduce costs, and protect margins.

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