Hobey Echlin is a Writer/Researcher in the Laserfiche Marketing department and is active in the Laserfiche Luminaries program.
Spire Aspires
Spire Investment Partners, LLC, relies on Laserfiche to automate critical business processes—and simplify the cost of compliance
November 29th, 2010
For Spire Investment Partners, LLC, a combination broker/dealer, registered investment advisor, and insurance agency based in McLean, VA, managing several billion dollars in assets and answering to multiple regulatory agencies—including FINRA, the SEC and state insurance regulators—brings with it the need for especially agile enterprise content management (ECM). Full story »
Laserfiche is pleased to announce One Source Document Solutions, a Laserfiche reseller based in Greensboro, NC, as winner of the Laserfiche Top Achiever Award for Q3 2010. The award recognizes One Source’s outstanding performance last quarter, including a 250% increase in total new sales over this time last year. 
Since focusing its strategy on Rio enterprise sales last year, Ricoh Canada, the largest Laserfiche reseller in Canada, has doubled its annual sales volume and tripled annual new sales revenues. 
Keane Capital Management, Inc. is a hedge fund firm based in Charlotte, NC. Since its founding in 1999 with a staff of just two, the firm has grown to seven full-time employees handling fund portfolios for some 250 high net worth investors. With this growth came the need for greater administrative efficiency, which led to Ted Slack joining the firm as its first controller in 2005. 
A decade ago, staff from the Planning and Public Works Department in the City of Lakewood, CO, created the Digital Archives Group (DAG) to find more efficient ways to manage 30 years’ worth of maps, plats and plans. 
With a diverse population of over 141,000, the Town of Cary is the seventh largest community in North Carolina. Since coming to Cary 21 years ago, Technology Services (TS) Director Bill Stice has drawn on his 17 years of prior experience in the private sector to develop a proactive approach to the role of TS. “The public sector is really several businesses under a single umbrella,” he observes.
Over the last year, One Source Document Solutions has had great success using Laserfiche’s “agile ECM” messaging to boost sales to county government clients. “When we talk about agile ECM, we talk about Laserfiche as integrative middleware, and that describes how we’ve been able to offer complete solutions with tight integrations,” explains Kevin Smith, president and CEO of One Source.
When Olmsted & Associates, a CPA firm based in Fountain Valley, CA, went looking for a content management system in 2006, its needs were simple: “We needed a program that would allow us to scan multiple sizes and types of documents and then facilitate our search for them later. Security and retention periods were a concern as well,” says Tax Administrator Fernando Rocha. “Basically, we needed to have everything in one place so whomever needed to use it, could.”
School districts in Pennsylvania facing another year of 10% budget cuts are turning to Laserfiche and Shaffer Technologies, a Laserfiche reseller based in Erie, PA. 
When six portfolio managers left their former firm and formed Palladium Registered Investment Advisors in 2008, it gave them the opportunity to break away from their paper-based office.
Laserfiche is pleased to announce that Cities Digital, a Laserfiche reseller based in Hudson, WI, has been named winner of the Laserfiche Top Achiever award (formerly known as the New Sales Achievement award) for Q2 ’10. The award recognizes Cities Digital’s outstanding performance last quarter, with a 550% increase in total new sales. 
In the financial services industry, RIAs and broker-dealers that have declared their independence from Wall Street firms are starting to see the market rebound, but are now facing increased oversight from the SEC and FINRA.