Customer Success | Consulting

CFO Insight Uses PDFelement's Cross-Platform Solution to Optimize Paperless Document Processing

Reduced document management time.

Profile

Name：Phil Barnes

Location: United States

Position：Managing Director

Daily Use PDF Files：eBooks | Scanned
File | Invoices | Technical Data | Contracts

Solution： Wondershare PDFelement

CFO Insight is a management consulting company, offering businesses consultancy and helping out distressed companies to perform better in their business. The company always believed to work across a paperless environment is the best way. Everything that is managed throughout the consultancy period is kept in digital documents. Since documentation management and collaboration require proper tools, Phil Barnes felt the need for a tool that would influence ease of use and interoperability for the team is evident.

After adopting PDFelement, carry folders for all my client around with me with printouts, much easier to manage, especially being so mobile.

Phil Barnes 丨 CEO/Managing Director

The Challenge

Paperless Document Management

All client documents and notes are saved on computers and other digital devices.

Need to Improve Work Efficiency

Don’t use paper anymore? Get a document management software for more efficient and collaborative productivity.

Expensive Adobe Acrobat Licenses

As a long-time Adobe Acrobat user, the high subscription cost led them to seek a more affordable option.

What Solutions Does PDFelement Offer?

Integrating PDFelement with other productivity tools in the company was so seamless. Phil Barnes found PDFelement to be an efficient and convenient software in his document management work.