Cambridge Financial Group, a Columbus, OH-based registered investment advisor managing assets of around $1 billion, is committed to technical efficiency – with good reason. With 12 employees managing 4,000 active accounts from 32 different brokers and supporting Delivery Versus Payment (DVP) accounts for over 50 banks, Cambridge has to maximize the productivity of each staff member.

That meant finding a way to help staff keep up with processing the 50,000 pages of statements that arrived in the mail each month, adding to the 20 years of back files spread out over 400 square feet of file cabinet space that had already spilled over into two storage lockers filled with statements and account records.
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No municipality has dedicated itself to the growth of the Laserfiche community more visibly this year than Norfolk, VA. So much so that the city’s in-house Laserfiche champions have encouraged user interaction by co-founding the Hampton Roads User Group, one of an unprecedented number of user groups that have sprung up across the state in the last two years.

The way W. Alondo McClees, Laserfiche Luminary and leader of the Technology Systems Team for the Norfolk Commissioner of Revenue, explains it, he and his colleagues were just “filling a need” when he and users from three other Virginia municipalities (Fredericksburg, Hanover and Charlottesville) first initiated a statewide Laserfiche user group for their Commissioner of Revenue offices at a 2007 regional conference.
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Kowal Investment Group, LLC is a fee-based financial advisor from Waukesha, WI, that has specialized in financial planning and investment advising for over 35 years. The firm manages nearly $200 million in assets and also hosts a weekly financial advice radio show called “The Retirement Clinic.” But just as baby boomers looking into retirement look to Kowal for advice, Kowal itself began looking to retire its old way of filing paper. “We knew we wanted to move toward the paperless office,” explains Michelle Rossi-Weida, Operations and Compliance Manager for Kowal. “Just in terms of better organization and also the cost savings paying for file space, as well as making people’s jobs easier and more productive.” (more…)

As any practice manager can tell you, keeping track of patients’ paper records requires more than a little blood, sweat and tears. Finding information can be difficult, paper and storage space are expensive, and office staff spends a lot of time organizing and updating records so that doctors can stay well-informed.

Such was certainly the case for Dr. Brian Hanson’s gastroenterology (GI) practice in Ukiah, CA. One of just two GI doctors within a 90-mile radius in rural northern California, Hanson at times may see more than 200 patients a month. He’s a member of several boards and committees, and his practice is affiliated with three different hospitals, two ambulatory surgery centers and two rural healthcare clinics which serve patients in both Mendocino and Lake Counties.
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When Wendi Smith accompanied her friend Kristy DeLong from the City of Carmel, IN, to the Laserfiche Conference in Los Angeles last January, she was supposed to be on vacation. But as the Administrative Assistant for the Town of Brownsburg’s Planning and Building Department, Smith started to get her own ideas about the kinds of cost-savings and operational efficiencies Laserfiche could bring to the modest but progressive Brownsburg, a town of just 20,000 that Money Magazine named the 33rd “Best Place to Live in America.”
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Credential Securities, Inc., employs more than 2,000 staff and representatives who provide integrated wealth management solutions and services to Canadian credit unions, with over $10.8 billion in assets under management. But helping clients achieve their financial goals came with a price—overstuffed file cabinets, difficulty locating information and the stress of complying with regulatory requirements. (more…)

The Clay County Utility Authority is an independent special district, created by special legislation in Chapter 94-491 of the Florida statutes, that services the water, wastewater, and reclaimed water needs of its service area in Clay County, Florida. “Being a governmental entity, CCUA obtains its revenues from its ratepayers, not from taxpayers,” explains Dave Howell, Records Management Administrator. And when people don’t use as much water – say, in the case of the recent economic slowdown and the resulting lull in home building and new service requests – CCUA acts like any other business: It watches spending and looks for ways to cut costs. Howell says Laserfiche has given him the administrative control to be flexible enough to not only manage CCUA’s exponential paperwork growth, but to monitor productivity, ensure compliance and implement a disaster recovery plan. As a result of this streamlining, efficiency and oversight, CCUA has been able to not only solve its document management issues, Howell says, but has also been able to cross-train existing staff to run more efficiently.
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When we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Laserfiche Avante customers in the financial services industry, one of the reasons Salpietro chose Laserfiche Avante was because of its built-in business process management (BPM) functionality.

“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
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