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Case Studies

  • Forge Consulting

    How a financial advising firm with multiple business entities and several office locations found a way to unify and streamline its operations with a cloud-based document management system.

  • DeCrescente Distributing Company

    With the adoption of Cabinet SAFE CLOUD, electronic document management for DeCrescente quickly became the new standard operating procedure for storing new hire paperwork, payroll information and benefits documentation.

  • Many Nations Financial

    Four years after first implementing SAFE CLOUD, Many Nations’ paper problems are gone. Team members no longer have to guess where something is or chase down other staffers to follow up on items. Everything is tracked, organized – and available at a moment’s notice.

  • Bridgeworth, LLC

    When Bridgeworth, LLC decided to take on its paper problem, the team knew what they wanted: a safe, secure, sustainable and fully compliant method for housing and retrieving mission-critical documents.

  • FOr generic case study featured images

    Habilitative Services, Inc.

    HSI’s creative client plans were a key selling point but their “creative” document management system was a disaster. SAFE changed all that.

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