Case Study: Lohmiller & Company/Carrier West

Established in 1991, Lohmiller & Company/Carrier West provides the best equipment brands, parts and supplies to over 5,000 customers who serve the HVAC needs of the residential and business communities throughout the region. With 200 employees and four locations, the company has been honored with Regional and National Best Workplace Recognition honors, going above and beyond in winning the hearts and minds of employees. Part of that achievement is based on introducing advanced technology. The advancements help achieve exemplary engagement. DocuWare was introduced in 2018 as a digital storage system to reduce paper usage and they experienced immediate benefits. 'Just in my office, I had five file cabinets, each five feet tall and six feet wide, full of paper documents. "Every office wall had a file cabinet along it,€ says Brenda Erickson, the companys Credit Manager". 'Now I have space for a table and chairs to host smaller meetings. €

DocuWare improves workflow

Lohmiller & Company/Carrier West quickly recognized that DocuWare also improved workflow and efficiency. The company relies heavily on email communications, and task-oriented requests were sometimes overlooked in the sea of electronic information. DocuWare workflows solved this problem by allowing the use of task notifications with embedded reminders. Now managers receive a task notification, open and act on them. There is also an audit trail of what requests are sent to whom and when. "It alleviates emails as a tool for tasks, which is unbelievably helpful for our business, we became more productive,€ says Erickson". "When asked about implementation and training, she said Initially, I was reluctant to let go of paper files, especially legal agreements relating to our customers financial obligations". Part of that is because we were infected with a virus in 2013 and lost a previous internal electronic storage system. DocuWare is safe, and I would never go back to a paper system. Once people overcome their natural fear of change, and with the training assistance of our Toshiba partners, adaptation is quick, and using it is actually fun!€ Today, the company stores hundreds of thousands of documents digitally.