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In this video, Carol Wilson from Efco shares her transformative experience with Unifize, highlighting how it revolutionized their document management process. Facing a daunting challenge of retrieving ten-year-old certification documents for a government audit, Carol discusses the inefficiency of their previous system, where critical documents were buried in emails or physical files, leading to weeks of searching by multiple team members. She outlines how Unifize streamlined this process, allowing for easy access to documents through purchase orders, significantly reducing search time and improving efficiency for the entire team.

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Transcript

00:00 - 00:13
The reason we are using Unifize now, We did get audited from a different government and we had to go back ten years to find the certs for the material that we shipped out.



00:13 - 00:20
I'm the only one that had it on the computer to find those certs or you had to go find it in the paper boxes.



00:20 - 00:22
We don't keep those after five years.



00:22 - 00:28
So it was back into my emails and I kept it by the supplier and that's how I could find them.



00:28 - 00:31
I said, That's a real problem.



00:31 - 00:37
When we were looking for the audit, it was six weeks and there's five people constantly.



00:37 - 00:43
And I mean, I spent probably eight, ten hour days digging through, finding everything.



00:43 - 00:45
You had to find the part number, you had to find the cert.



00:45 - 00:52
You had to find which part it made because you got to drill down to what we cut it into.



00:52 - 00:53
It makes several parts.



00:53 - 00:55
So what did you use it for?



00:55 - 00:59
If I wasn't here, yes, I can get into my emails. IT could.



00:59 - 01:07
But how it's sorted is all by supplier, so you have to know the supplier, you have to know the product, you have to know what you're looking for when you go find the source.



01:07 - 01:10
Because I keep all the conversations all the way through.



01:10 - 01:17
Unifize allowed me to move the certs to the PO, so now you're not have to find the supplier.



01:17 - 01:21
You're finding the PO with the material that came in on that PO.



01:21 - 01:27
So now you just eliminated going through all the conversations of the supplier folder.



01:27 - 01:36
Anyone that is allowed into Unifize can go into, type in the PO and there the certs are, so now they can find everything to that PO.

Why is Carol using Unifize now

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Unifize Results

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Transcript

But what we've known from what I experience was, is we were able to get there with the system. We still there with the system. The system has what is needed to provide us what we're looking for, because every company, admittedly, is trying to get compliant. If we educate people, if we get people the education that they need and to get over the fear factor, I think 90% of those things can be resolved because most people will go to what they're most familiar with.What I worked with from a different company, but they're not willing to sit down and look at what the demographics are saying. People are into social media now. People are moving fast into fast paced world. But technologies are still antiquated. So there's a disconnect here, right? So while we're moving at a fast pace at home with dragging at work, so why can't we continue that speed while we at work?If your supplier has issues and you're not informed on time, you want to have an alternate supplier in place. If your suppliers are not qualified, you may not know that that needs to happen. And so when you have an integrated system that speaks to itself and is giving you all this data, you literally have the pulse of the organization in your hands as an executive at a money bound access.

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