Author Archive: Hobey Echlin
About the Author
Laserfiche
Staff
Hobey Echlin is a Writer/Researcher in the Laserfiche Marketing department and is active in the Laserfiche Luminaries program.
March 21st, 2011
The Level Four Group of companies consists of Level Four Group, a business consulting firm; Level Four Advisory Services, an SEC registered investment advisory firm; Level Four Insurance Services, a master general insurance agency; and Level Four Tax and Advisors, an accounting firm. Full story »
Tags: audits, GFP, Level Four Group, Lincoln Financial Securities, scalability
Posted in Financial Newsletter, Newsletters | Be the first to comment »
February 25th, 2011
Executive Money Managers, Inc. (EMM) is a referral-only, boutique investment advisor firm based in Marietta, GA. By 2005, the growth of its business intersected with the growth of its information management challenges. Full story »
Tags: audits, compliance, Dodd-Frank Act, Executive Money Managers, financial advisors, integration, Laserfiche ECM, Quick Fields, SEC regulations, Zone OCR
Posted in Financial Newsletter, Newsletters | Be the first to comment »
February 24th, 2011
The Waco, TX, Independent School District (WISD
) serves over 15,000 students across 32 campuses. For WISD’s Accounting Department, that means cutting 300-400 checks a week to vendors and agencies serving the district, as well as handling the information management needs that come along with AP processing for a mid-size ISD like Waco. Full story »
Tags: Accounting Department, AP processing, audits, invoices, payroll, purchase orders, Quick Fields, SunGuard integration, Waco Texas Independent School District
Posted in Customer Stories, Education, School Districts | 1 Comment »
February 15th, 2011
Gordon Flesch, Inc. (GFC), based in Madison, WI, with branch offices in Illinois, Indiana and Ohio, has already earned 60% of its total sales revenue from last year. Full story »
Tags: Avante, Cambridge Connections, community school district, Gordon Flesch Inc., Laserfiche ECM, public portal, Quick Fields, Rio, Trans International, Unified Sales Process, WebLink
Posted in VAR of the Month | Be the first to comment »
February 14th, 2011
Laserfiche is pleased to announce MC Imaging Technologies, headquartered in London, Ontario, as the winner of the Laserfiche Top Achiever Award for Q4 2010. Full story »
Tags: MC Imaging Technologies, Ottawa-Carleton District School Board, Rio, Top Achiever Award, Workflow
Posted in Top Achiever Award, VAR Recognition | Be the first to comment »
January 27th, 2011
ECOM is a global commodities company headquartered in Dallas, TX, trading cocoa, cotton and coffee between 40 offices in 30 countries. “Columbia, Chile, Honduras, all the i-stans—if they’re growing an agricultural product, we’re there,” says Willa Zandi, IT Director. The Dallas office, for instance, is the company’s hub for cotton trading.
Full story »
Tags: accounting, ADP system, AP processing, business process management, check scanning, contract management, Datamax Technology Group, HR, integration, Laserfiche Rio, Navision, real estate department, tax department, Timberline accounting system, Traffic Department, Treasury Department
Posted in Customer Stories, Other Industries, Run Smarter, 2010 | Be the first to comment »
January 15th, 2011
DynaSource, based in Nederland, TX, landed a deal last month for a Rio upgrade that expands Laserfiche use from one to all eleven healthcare agencies that comprise the East Texas Behavioral Health Network (ETBHN). Full story »
Tags: DynaSource, East Texas Behavioral Health Network, Healthcare, Laserfiche SharePoint integration, Quick Fields, Rio upgrade, Spindletop MHMR Services, Web Access, Workflow
Posted in VAR of the Month | Be the first to comment »
January 13th, 2011
South Essex Partnership University NHS Foundation Trust (SEPT) is one of the largest and highest-performing national healthcare organizations in the United Kingdom. Providing services for people with mental health problems and learning disabilities, SEPT serves a population of 1.5 million across three counties, with over 3,500 employees and an operating a budget of more than $300 million. Full story »
Tags: 2010 Run Smarter, Adobe, Fortus, Laserfiche ECM, Live Cycle, Quick Fields, ScanDoc, SEPT, South Essex Partnership University NHS Foundation Trust, UK, Web Access, Workflow
Posted in Customer Stories, Healthcare, Healthcare Newsletter, Run Smarter, 2010 | Be the first to comment »
January 7th, 2011
With construction and mineral operations in more than 20 countries across five continents, the Essar Group employs 60,000 people in 63 companies, with annual revenues of $15 billion. In 2009, the Mumbai-based conglomerate initiated a plan to establish an enterprise-wide Shared Service Center to consolidate and automate finance and accounting processes across India. It looked to Laserfiche to serve as a foundational component of its agile ECM framework through an integration with its SAP–DMS system to support it. Full story »
Tags: Agile ECM, BPM, business process automation, business process management, ECM, Essar Group, LincDoc, Rio, SAP-DMS, shared services, Sigma-Tech India Pvt. Ltd, Workflow
Posted in Customer Stories, Other Industries, Run Smarter, 2010 | 1 Comment »
December 23rd, 2010
Brent Burns and Stephen Huxley founded Asset Dedication, LLC in 2002 with an innovative notion: that the liability-driven investment portfolios common in the institutional world could be engineered for individuals according to their specific income needs, akin to a personalized pension fund. In 2009, advancements in processor technology, coupled with the support of BondDesk Group, LLC, gave the Mill Valley, CA-based firm the opportunity to transition from consultants into a full-service sub-advisor offering individualized portfolio management to RIAs.
Key to this transition, Burns believed, was leveraging business technology to minimize both the operational and risk management costs of working directly with advisors. “As a growing company, technology was the way to get more done with a smaller headcount,” he says.
Full story »
Tags: .NET platform, AdvisorSpace Portal, BondDesk, CRM integration, DocuSign, iPad, Joel Bruckenstein, Laserfiche Avante, Microsoft .NET framework, Microsoft Dynamics, Microsoft SharePoint, practice management integration, SharePoint 2010, T3, Tamarac, Tamarac Advisor 9, Technology Tools for Today
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
December 15th, 2010
Datamax Technology Group, based in Coppell, TX, has increased its staff 200% in the past year, adding business analysts and infrastructure specialists to support its consultative sales efforts. Full story »
Tags: Agile ECM, Avante, Datamax Technology Group, ECOM Atlantic, insurance industry, law firm, Local Government, open architecture, Rio, scalability, Trusted Edge
Posted in VAR of the Month | Be the first to comment »
December 14th, 2010

From its Onamia, MN, headquarters, the Corporate Commission of the Mille Lacs Band of Ojibwe Indians operates Grand Casino Mille Lacs and Grand Casino Hinckley, which includes hotels, convention centers, entertainment venues, a golf course, food and beverage venues, gift shops, an RV park, and a marina. In addition, the Corporate Commission operates an RV and auto shop, gas stations, a movie theater, a Subway franchise, and a wastewater management facility. “We have 12 separate businesses in all, spread out over 55 miles,” says Lance Dutcher, Systems Engineer for the Corporate Commission.
Full story »
Tags: automation, business process management, contract management, Crabtree Company, IT, Laserfiche Workflow, legal, Management, Microsoft SQL Server Reporting Services, Purchasing, standardization, Training, tribal government
Posted in Customer Stories, Federal Government, Run Smarter, 2010 | Be the first to comment »
November 29th, 2010
Internal Medicine Center, LLC (IMC), a multi-specialty practice with 20 providers, is the largest independent clinic in Mobile, AL. Established in 1946, it’s also the oldest, compiling over 60 years of patient records.
With so many specialties—and specialists—IMC’s Board of Directors wanted to use electronic medical records (EMR) software to improve operational processes, encouraged by the promise of ARRA stimulus money to help fund it. But IMC’s Practice Administrator, Christine L. Holliman, CMPE, took a more pragmatic view of the situation.
“All vendors talk about the efficiencies of an EMR and the increase in the levels of coding that can be achieved from full implementation,” she says. “As my physicians are many different ages, the idea of transitioning to a full-blown EMR was daunting, to say the least.” Full story »
Tags: Avante, e-charting, EMR, IMC, Internal Medicine Center, JPI Data Resource, Natural EMR, Quick Fields, Workflow
Posted in Healthcare, Healthcare Newsletter | Be the first to comment »