Texas A&M University Corpus Christi (TAMU-CC) is known as “the island university” because it’s surrounded by Corpus Christi Bay and the Oso Bay. But before implementing Laserfiche, though, the nickname could have just as easily have been applied because TAMU-CC was surrounded by a sea of paper.

Dennis Raulie, Manager of Administrative Computing Technology Services, recognized that the university had outgrown its existing document management system. He realized that what staff really needed was an enterprise content management solution that would comply with the university’s records management retention schedules, better secure documents and decrease the cost of handling paper.

Raulie saw a demo by Laserfiche reseller SMARTfiles and was impressed. “Other document management systems didn’t fulfill our needs very well, while others just seemed rudimentary,” he recalls.
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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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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.” Full story »

“If financial advisors aren’t talking to people, they’re not making money,” says Paul Murphy, National Sales Director at Spire Investment Partners, LLC. Murphy’s problem was that his top earners were spending too much time staying on top of the paperwork that comes with handling over $1 billion in client assets, which he expects to at least double this year. “It’s the regulators. It’s the auditors. The paper starts to pile up from the first client meeting and all the way through the process,” he says.

For Murphy, his previous experience integrating two large broker-dealers had shown how the right technology ultimately leads to success. “If you want to succeed in this business, you’ve got to get great technology,” he says. “Using technology not only defensively, but offensively, is very near and dear to my heart.”
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Minnesota. It’s not called the land of ten thousand lakes for nothing. This aqueous state needs a total of 45 watershed districts to manage water quality and to regulate any land development projects near bodies of water.

In Minnesota, watershed districts are local, special-purpose units of government that work to solve and prevent water-related problems. The boundaries of each district follow those of a natural watershed and consist of land in which all water flows to one outlet, and districts are usually named after that watershed. They range in size from the Carnelian-Marine District with 43 square miles, to the Red Lake Watershed District with 5990 square miles.
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