Heartland Advisors, Inc. (“Heartland”) is an independently owned Milwaukee-based firm established in 1983. As of November 30, 2011, the Firm managed approximately $4.9 billion in assets for institutional and high net worth clients and the Heartland family of value-driven mutual funds. Full story »

Northern Michigan’s Muskegon County Community Mental Health Services (MCCMHS) implemented its Avatar practice management system back in 2003 to automate electronic health records (EHR). Although the Avatar system had a document imaging module that could digitize the patient histories, lab reports and documents that would always require doctor and patient signatures, several of the county’s non-clinical departments—including HR and Finance—were also contending with overflowing file cabinets and rising storage and handling costs.

Rather than implementing separate solutions for the clinical and non-clinical sides of the house, MCCMHS officials recognized that enterprise content management (ECM) would be the most efficient and cost-effective way to answer its document-related challenges. Full story »

Al Hewitt Inc./Hewitt Financial Group (HFG), headquartered in Palmdale, CA, is a combination fee-only Registered Investment Advisor (RIA) and tax preparation firm serving 6,000 clients between its two offices in Los Angeles and Ventura Counties. Full story »

Eastmont Towers, a continuing care retirement community in Lincoln, NE, offers multiple levels of care and a range of services between five buildings on two campuses, which leads to multiple levels of information management challenges. Full story »

Covering just two square miles, Chelsea, MA is the state’s smallest city, but also one of its densest with 35,000 residents residing in its two square miles. Housing a dozen schools and a dozen-plus more municipal buildings, Chelsea is “certainly compact,” as IT Director John Hyland puts it. Full story »

Located in the middle of California’s San Joaquin Valley, Fresno County comprises over a million citizens and about six million square miles of incorporated cities and smaller communities. Full story »

Fure Financial is an independent, fee-based financial planning firm based in Minneapolis, MN. The company, founded in 1984, offers holistic investment advice to manage client assets with an eye toward fulfilling life goals, a successful strategy that has grown Fure—almost entirely by referrals—into the trusted advisor and wealth manager for 360 families. Full story »

Itqan Technologies, based in Doha, Qatar, achieved more than 70% of its total 2010 sales in the first four months of 2011. Full story »

Pre Billing Consultants, Inc. (PBC) has provided billing, coding, credentialing and collection services to healthcare providers along the East Coast, from hospital emergency departments to urgent care centers, for over 15 years. Full story »

Expert Data, based in Monterrey, MX, has already increased business 60% over its total 2010 sales by closing an average of a deal a week this year, a winning streak that has made it the top-selling VAR in Latin America for Q1 2011.
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Bremer County, IA, faced a problem not unique to modest-sized municipalities: after making a significant investment in a document management system to manage its land records, users had a hard time letting go of the paper. Full story »

AMI – The Paperless Company, based in Los Angeles, has reached 75% of its total 2010 sales figures in the first two months of this year, and is set to qualify for the Winners Circle before the end of Q1. Full story »

Formed in 1998, CapitalCare Medical Group is a physician-owned medical practice with 27 medical offices across four counties in upstate New York, with central business offices located in Albany. Full story »