Case Study

Transformed a Century-Old HVAC Company with Secure, Cloud-Based Document Management

Transformed a Century-Old HVAC Company with Secure, Cloud-Based Document Management

CSE Morse, a century-old Michigan HVAC firm serving Fortune 500 clients, faced pandemic-exposed limits of paper processes: remote access impossible, scattered records in cabinets and 100+ boxes ahead of relocation. Applied Innovation software helped with secure cloud-based document management, digitizing archives, enabling offsite access for project managers, and eliminating physical clutter. This modernized workflows, supported remote work, and prepared them for the new facility without outdated burdens.

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