Michael Pugh, co-owner and CFO of Pugh’s Earthworks based in Memphis, TN, says he first began thinking about transitioning to a paperless office back in 2005. Since then the business has grown dramatically. Three additional branches have been opened. The volume of paper being generated daily—not to mention the inefficiencies tied to the handling of all that paper—soon spiraled out of control. Pugh reached his breaking point in 2010.

“We were simply out of room at our main facility in Memphis,” Pugh recalls. “We already had one entire office stuffed full of filing cabinets. Additionally, we had well over 100 three-ring binders with work orders from the past couple of years. We’re talking about the type of paperwork you don’t need to put your hands on every day, but still important enough that you don’t want to shred it. I didn’t know what to do. I was looking at having to pay someone off site to store our paper. That was tough to swallow.”
Pugh happened upon a company called Cabinet NG at a QuickBooks user’s conference. He learned about a product called CNG-SAFE, a complete document management and workflow software product. His curiosity over the concept of paperless was revitalized.