Roofers Mart Case Study

Empowering Growth: Roofers Mart's Journey from Paperwork Pileup to Digital Efficiency

LOCATION

Midwest

INDUSTRY

Wholesale & Distribution

Setting the Scene: The First of Many Hurdles

Outdated PoS System: The use of an outdated point of sale system led to bulky, unmanageable processes, hindering growth.

Overwhelming Paperwork: A constant exchange of paper documents, emails, and faxes overwhelmed internal teams.

Communication Delays: Physical documentation mailed between locations caused missed communications, delays, and operational confusion.

The Solution: A Quest for Efficient Management

DMSi’s Agility System Integration: Roofers Mart adopted DMSi's Agility system, an ERP solution enhancing data and operations management in one unified platform.

WorldView’s Document Management Solution: Implemented WorldView for comprehensive document storage and business process automation, directly integrating with Agility for efficient management and tracking.

Automated Payables and Invoice Processing: Established a digital payables mailbox and automated workflows, enabling branch managers to review and approve invoices within 48 hours, streamlining the payment process.

Measuring the ROI: The Numbers Speak Louder

Significant Time Savings: Elimination of manual work with WorldView implementation, saving 720 hours annually in operational activities.

Financial Benefits: Reduction in costs related to paper, toners, and storage, reallocating savings to employee development and training.

Operational Efficiency and Data Accessibility: Transition to a data-driven culture and streamlined customer service, facilitating immediate access to orders and simplifying audit processes.

About Roofers Mart

8 Location Exterior Building Supply Company across 3 states
100+ employees
Offering a full line of roofing, siding, windows, and doors
roofersmartinc.com

“The biggest difference WorldView has made is just having everything at your fingertips. It has made an instant impact.”

Tina Boyd
IT Manager