Challenges Overview: Disorganized and Manual Document Management

Before implementing DocStudio, Globe POS, a value-added reseller and a leading retail technology company, was challenged with document management inefficiencies. Their operations, covering grocery stores, pet stores, and other retail environments, required handling large volumes of documents daily. However, their previous manual approach to document management had its challenges and wasn't as efficient as they needed.

"Our documents were basically held everywhere," said Priscilla Attard, Director of Operations. "Like many businesses, we had them in different folders, and no one could find anything when they needed it. It was chaotic."

The lack of a centralized system led to delays in document retrieval, difficulties in tracking customer agreements, and increased risks of missing important paperwork. Moreover, processes such as document creation, signing, and archiving were manually handled, making them time-consuming and prone to errors. As Globe POS expanded, these inefficiencies became more apparent, necessitating a digital transformation.

Solution: Implementing DocStudio for a Streamlined Document Workflow

Recognizing the need for automation, Globe POS turned to DocStudio to enhance its document exchange, management, and e-signature processes. "One of the reasons we chose DocStudio wasn’t just the platform itself, it’s the relationship and support we received from the very beginning that made all the difference," said Paul Leduc, President of Globe POS. 

The solution provided Globe POS with a centralized, cloud-based system to efficiently store, track, and process critical business documents. "It was really nice to implement DocStudio because suddenly, we had one system where all our most important forms were centralized," Priscilla Attard shared. "This made it much easier to follow up with customers and ensure we had all necessary documentation."

Key documents—such as lease applications, basic support agreements, credit card authorization forms, customer registration forms, and employee contact forms—were transformed into digital templates. Globe POS can now create new templates directly on the platform to exchange with their counterparties, store and manage all their documents within one system.

Additionally, Globe POS can easily send these documents to counterparties, including customers, partners, or employees, for filling, signing, and approval. The process has been streamlined with collaboration tools like delegation and real-time status tracking, ensuring all parties have visibility into document progress. Accountant clerk Frances Buni emphasized the operational improvements: "Before, it was hard to keep track of what had been signed and what was pending. Now, everything is logged in the system, and we get notifications when actions are needed. This has significantly reduced our administrative workload."

DocStudio also provides secure storage and access while enabling Globe POS to quickly search, filter, and retrieve documents. Moreover, it seamlessly integrates all crucial documents with Globe POS’s IT systems, such as ERP and CRM, further enhancing operational efficiency.

DocStudio enabled Globe POS to:

• Digitize key documents such as customer agreements, service contracts, and purchase orders.
• Automate the e-signature process, reducing paperwork delays.
• Improve accessibility, allowing employees to retrieve documents quickly.
• Enhance compliance by ensuring that no critical documents were lost or overlooked.

Impact: Improved Efficiency and Customer Experience

The implementation of DocStudio delivered immediate and long-term benefits to Globe POS. "Now, we don’t miss any important information, and as the years go by, it’s going to be much easier for us to find everything we need," Priscilla Attard noted.

With DocStudio’s automation, Globe POS reduced the time spent on document-related tasks, enabling employees to focus on core business operations. The improved tracking and centralized storage also led to enhanced customer service, as responses were faster and more accurate.

Reflection: Advice for Other Companies Considering Document Automation

Reflecting on their journey, the Globe POS team encourages other businesses to embrace digital transformation.

"Start as soon as possible," advised Paul Leduc. "The longer you wait, the harder it gets to organize everything. A system like DocStudio doesn’t just save time—it improves the way you do business."

Frances Buni added, "Find a solution that fits your specific needs. Not all document management systems are the same, so choose one that integrates well with your existing workflows."

To learn more about the Globe Pos customer story, click on the video interview below hosted by Alisa Konchenko, VP of Business Development at DocStudio, where Paul Leduc, President; Priscilla Attard, Director of Operations; and Frances Laryenne Buni, Accounting Clerk, share their experience with implementing DocStudio.

Takeaway

By implementing DocStudio, Globe POS successfully optimized its document management, setting a strong foundation for continued growth and efficiency in the retail technology industry.

For more information on how DocStudio can automate your business processes, reach out to the DocStudio team at hello@docstudio.com or submit the contact form here.

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