An indepth review of some of our user’s struggles and successes with previous processes, DocketManager and the buying process.
Tony Cracchiolo owns Indox Services in St. Louis, M.O. For 75+ years the full service digital print provider has been helping local and national companies communicate with their customers through print solutions. The Indox team is made up of 25 employees supporting an annual revenue of $2-3 million.
Using a host of non-connected applications, Tony and his team were seeing an inconsistent, slow response to their customers and found it very difficult to understand the metrics of the business. “We were missing details on jobs and making mistakes because we had no way to record the details that were needed” says Tony. He decided to start looking at other options that were web based and one complete software, no plug in modules.
For a year, Tony and an IT member searched for a new solution for the business. They were introduced to DocketManager at a trade show and were also looking into a similar product. Ultimately they found DocketManager to be a more complete product and made the investment.
With the assisted setup and onsite training package, the Indox team went live with DocketManager in 6 months. Other than a change to the look and feel, the implementation of a new system had no negative impact on their customers and they have only gotten positive responses. Their favorite part of the system is the ability to input all necessary information to generate accurate work orders.
With a full year of daily use, their processes have become smoother. Tony and his team are sending quick and accurate quotes and now have a better way to track overall inventory amounts. They have found it takes a new employee approximately 3 months to get up to speed with DocketManager and their daily responsibilities. Tony also attended an in-class training for the online ordering portion and has created a dozen or so portals for his customers.
“LOVE THE PRODUCT CAN'T WAIT FOR THE NEXT UPGRADES. ”
With 2 locations, one in Millbank, ON, and one in Waterloo, ON, Innovative Ink employs 50 employees and generates $6-7 million in annual revenue. Calvin Frey, President and Founder, started the full service design, web, print, mail, and signage company 11 years ago. He has a lot of responsibility on his shoulders but a strong team at his side, “The goals and vision for the company are almost entirely driven by me”, said Calvin, “I have been blessed with an excellent team around me to help.”
With a rapidly growing company, Calvin needed a way to help control the growth curve and have clarity throughout the whole operation. He described his previous process as “A recipe for mistakes” and “Painful”.
Calvin and his team implemented DocketManager in 2013, and as they grew, each new member became a DocketManager user. They utilize almost all the platform has to offer, from customer management, production and scheduling, to reporting and sales strategy. They started using the online ordering system early on and have more recently began creating custom portals for some of their customers.
In the 6 years Innovative Ink has been using DocketManager, they have noticed a significant reduction in order entry times, including limited re-entry touch points from quotes, to orders, to work orders, to invoices. The purchase and transition of a second location was made easier because DocketManager. As the solution is a web-based application, they were able to keep both locations running on one system. They have transitioned numerous customers to online ordering and are finding the online ordering to be a huge growth potential for them.
“I love the fact that you are responsive to what clients are looking for. Keep the support line open and easy to talk to a tech person, that will keep and win clients for you because the larger software companies are almost all a pain to deal with.”
Willamette Print & Blueprint (WP&B) is an all-inclusive print service provider serving Oregon and Southwest Washington’s design and building community. Established in 1975, WP&B utilizes the latest digital technologies to provide a wide range of reprographics and graphic imaging services. Available services range from electronic document management, color digital imaging, photocopying, CAD plotting, and high-speed large format printing.
Utilizing several previous systems and process, David Guzman, Vice President, and his team were struggling with access to information and matching quoting with existing orders. As described by David, “We needed to improve our estimating and CRM systems.” They began looking for a web-based product with online ordering and CRM that also included billing and production management.
After 2-3 years of searching, a referral from a current user, and reviewing their options, David and the President, Neil Humphrey, chose DocketManager. They liked the fully integrated online ordering, estimating, production management, inventory control and CRM that DocketManager offers.
The WP&B team took advantage of DocketManager’s assisted setup and onsite training package. Once the DocketManager support team had the site setup, the onsite training team travelled to Oregon to assist David and the team at WP&B with the implementation. Although they needed to be flexible with some of their current processes, they were able to successfully implement the system in 6 months and have now been live for 4.
After using the product regularly, they have found the reordering very helpful and use it often. The sales and executive team have seen an improvement in the access of information and billing flexibility has become a favorite part of the product. They hope to get the online ordering portion implemented in the near future and expect that it will lead to an increase in revenue.
“You listen and sincerely try to assist us in our business. I appreciate that DM is constantly evolving and that you implement customer suggestions!”
Willamette Print & Blueprint
Located in Dartmouth, N.S., Allen Print Ltd. is a commercial print shop offering offset, digital and wide format services. Owned by Cameron Struthers, Allen Print has been in business for 75 years, employs 12 employees, and has an annual revenue of approximately $2 million.