Case Study: Heavy Equipment Dealer Streamlines AP Processing

Record Storage Systems offers electronic document management and workflow automation software, FileBound, to organizations who want more efficient and cost-effective accounts payable processes. Whether you’re a local business with one centralized AP department, or a national company with multiple offices trying to go paperless, FileBound software can help your accounts payable department reduce paperwork and operate more efficiently.

Through a decade of impressive growth, RDO Equipment Co. has been able to hold the line on accounts payable costs while providing a high level of service across nine states using FileBound workflow automation software.

Business Needs

Since the purchase of its first John Deere dealership in 1968, RDO Equipment Co. has grown rapidly and now includes more than 60 locations and new product lines. Committed to providing superior service to all of its internal customers, RDO Equipment Co. realized that manual, paper-based processes couldn’t meet the efficiency needs of a geographically dispersed enterprise. The accounts payable team struggled to keep up with the volume of documents that had to be distributed to various locations and were sometimes lost or delayed.

The Solution

RDO Equipment Co. implemented Upland’s FileBound document and workflow automation to manage its centralized accounts payable operation that supports more than 60 locations across nine states.


  • Throughout a decade of rapid growth, RDO Equipment Co.’s AP department has been able to manage the influx of new invoices with only a minimal increase in staff using FileBound document and workflow automation.
  • Workflow capabilities allow hundreds of people across locations in nine states to efficiently participate in the invoice approval process to avoid late or lost payments.
  • RDO Equipment Co. leveraged FileBound’s content management capabilities across multiple business areas, making documents easily available to those who need them while protecting them from unauthorized access.

“We achieved everything we were looking for with FileBound. We got rid of paper and made the documents available to everyone in the field. The workflow aspects of our solution have worked well, and historically we haven’t had to spend a lot of time on FileBound administration. It’s just been working for all of these years.”

―David Green, IT Director, RDO Equipment Co.

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