Author Archive: Melissa Henley

Higher Expectations

Stage 2 Planning Partners get more than they expected from their Laserfiche system

November 18th, 2008


When it comes to their firm’s infrastructure, many financial advisors rely on the same paper files they’ve been using since they joined the industry. For some advisors, letting go of their paper is an unfathomable hurdle.

But other advisors—and their firms—recognize the benefits of document management. From immediately eliminating clutter to long-term benefits such as saving time, space and money, the return on investment with document management is quite impressive.

Stage 2 Planning Partners is one of those innovative firms achieving their goals thanks to document management. Founded by Principal Josh Patrick in 1997, the firm offers wealth management services for owners of closely held businesses, individuals and groups, focusing on a variety of strategic and financial issues.
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Higher Expectations

Stage 2 Planning Partners gets more than they expected from Laserfiche

November 18th, 2008

When it comes to their firm’s infrastructure, many financial advisors rely on the same paper files they’ve been using since they joined the industry. For some advisors, letting go of their paper is an unfathomable hurdle.

But other advisors—and their firms—recognize the benefits of document management. From immediately eliminating clutter to long-term benefits such as saving time, space and money, the return on investment with document management is quite impressive.

Stage 2 Planning Partners is one of those innovative firms achieving their goals thanks to document management. Founded by Principal Josh Patrick in 1997, the firm offers wealth management services for owners of closely held businesses, individuals and groups, focusing on a variety of strategic and financial issues.
. . Full story »

Enterprise Excellence

Jamestown, NY, Public Schools use Laserfiche to run smarter district-wide

November 7th, 2008

jamestown public schoolsLocated at the southern shores of Chautauqua Lake, Jamestown, NY, is the largest city in picturesque Chautauqua County. The Jamestown Public Schools serve approximately 5,000 students from pre-kindergarten through twelfth grade at six neighborhood elementary schools, three middle schools and one comprehensive high school.

In 2003, the Jamestown City School District’s human resources department began investigating document management as a possible solution to managing an ever increasing amount of paper. The department’s six employees were responsible for managing personnel records, Freedom of Information Act (FOIA) requests, employment applications and reports regarding civil rights, unemployment and workers’ compensation, as well as all files relating to negotiations, arbitrations, grievances and meeting minutes of the district’s seven unions. . . Full story »

Efficiency, Effectiveness and Excellence

Laserfiche goes to school in British Columbia

October 28th, 2008

One of the reasons Scot Fraser and the IKON Office Solutions team chose to focus on implementing digital document management solutions in British Columbia’s school districts was out of loyalty to the teachers who helped them succeed.

“I lived in the Kootenay-Columbia area from grade six until high school,” says Fraser, now Enterprise Solutions Manager at IKON. “I attended five schools in the area. The teachers and the school system were great. My most influential teacher was my grade seven teacher, Mr. Truant. I owe him a lot. I wish I could see him again and thank him for helping me immensely through a difficult year where I attended three different schools.”

This devotion to supporting educators led IKON to help school districts throughout British Columbia digitize their paper records and speed their workflows. School District No. 20 (SD20), located in the interior of British Columbia, Canada, serves a number of communities throughout the province. Thanks to IKON, it’s also discovered the benefits of Laserfiche.
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A Class Act

Bond and Devick Financial Network simplifies work processes by integrating ACT! and Laserfiche

October 21st, 2008

For financial advisors at Bond and Devick Financial Network, over twenty years of industry experience had given them a heightened awareness of the problems of a paper-based filing system. File cabinets took up almost 50 square feet of office space, and staff wasted time and money making multiple copies of the same document so advisors could have simultaneous access to information.

“We were dealing with an enormous amount of paper,” remembers Teresa Devick. “And the paper files concerned us greatly, mainly because if our office were ever damaged, our information would be completely unrecoverable.”

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Keen to Go Green

In Okotoks, AB, Laserfiche protects a historic past and provides for a sustainable future

October 7th, 2008

Okotoks logoNestled along the Sheep River Valley in the heart of the Alberta Foothills, the town of Okotoks, AB, is the second-fastest growing community in Canada, with a 46 percent growth rate since 2001.

According to Prime Minister Stephen Harper, Okotoks “can fairly call itself the greenest community in Canada, maybe the world,” as it is one of the first municipalities to establish growth targets balancing infrastructure development and environmental conservation. And true to its motto of “Historic Past, Sustainable Future,” Okotoks has received national and international recognition for its environmental initiatives, so it’s no surprise they turned to Laserfiche to reduce paper consumption. . . Full story »

Positioned for Success

Financial Foundations, Inc., uses Laserfiche to enhance profitability and business value

September 22nd, 2008

“Personally, I think that every financial advisor has to move eventually to an electronic filing system. It’s not a matter of if, but when,” says Nick Cosentino, president and founder of Financial Foundations, Inc. “In my opinion, it would be impossible to succeed without it.”

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Quick on the Draw

Berger Financial Group, Inc., automates data capture and processing to propel success

September 15th, 2008

Mark BergerAdvisors at Berger Financial Group, Inc., (BFG) have always taken pride in providing sound advice and stellar client service, but when it came to their filing system, they knew that improvement was crucial.

“We had file cabinets that were using up valuable space,” says Principal Mark Berger, “not to mention the substantial administrative time required to keep each physical file up-to-date. We knew we needed to improve our filing to improve our efficiency.”

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Transamerica Financial Advisors connects representative, supervisory and home offices with TFA Synergy

Laserfiche serves as the foundation of TFA’s technology-centered business platform solution, which offers automated new account processing, Web-based document management and automated compliance review

September 3rd, 2008

Transamerica Financial Advisors, Inc. (TFA), an indirect subsidiary of AEGON N.V., provides investments and financial planning to clients nationwide. With a network of more than 700 registered representatives, 42 offices of supervisory jurisdiction (OSJ) branches and 51 home office staff, TFA is a rapidly growing enterprise whose independent representatives faced the growing cost of paper-based processes: misplaced documents, time-consuming manual workflows, express-mail costs and file storage expenses.
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Stand and Deliver

Attorney Howard Snader uses Laserfiche to digitally manage discovery documents

August 25th, 2008

Howard Snader, Esq.For attorneys, dealing with boxes and boxes of paper discovery documents is the norm. But as courts and prosecuting attorneys are beginning to provide documents digitally, defense attorneys can be caught unprepared.

Faced with trying State v. Valentini, the largest gambling conspiracy case in Arizona history, criminal defense attorney Howard Snader knew his old paper-based system wouldn’t work any longer. . . Full story »

Is your organization prepared for a disaster?

August 14th, 2008

Today’s the fifth anniversary of the largest blackout in U.S. history. Damage - from spoiled food to lost sales - is estimated at $6 billion.

According to the Wall Street Journal Business Technology blog, a recent Emerson Network Power survey showed that only 31% of the respondents had a business continuity plan to prepare for such disruptions, yet nearly 80% said they had experienced at least one power outage in 2007, and two-thirds said they expected another one to occur within 12 months.

Did you know that you can use Laserfiche as the foundation of your organization’s business continuity plan? Despite the recent floods in the Midwest, law firm Arenson & Zimmerman used Laserfiche to continue working, even though power at their offices would be out for at least four weeks. The weekend after the flooding began, staff set up remote computer connections for all attorneys and support staff so they could work from off-site locations.

Without Laserfiche, staff members would have had to carry large boxes of files down nine flights of stairs while holding flashlights. “Although the stair climbing would have put us all in much better physical shape, Laserfiche has allowed us to spend our time producing billable work,” concluded legal assistant Laurie L. Chappell. “Laserfiche definitely helped keep us going during this difficult time.”

What if your offices lost power for four weeks? Do you know how you could use Laserfiche to keep working? Download our white paper, “How Digital Document Management Streamlines Business Continuity Planning,” to learn more about how you can better prepare for disaster, whether it’s a power outage, an earthquake or a tornado.

Stuck on Laserfiche

In Goodyear, AZ, Laserfiche powers city-wide access to information—and streamlines agenda management

August 6th, 2008

goodyear, arizona sealIn many cities, staff have to impose on the city clerk’s office whenever they need to consult a report, contract or other municipal document. But thanks to Laserfiche, staff throughout the City of Goodyear, AZ, can instantly access these items online, which helps them work more efficiently—and frees staff in the clerk’s office to spend more time helping the public.

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Full Speed Ahead

Simplifying compliance with automated e-mail archival and digital order processing

July 22nd, 2008

Established in 1993 as a full service broker-dealer, Workman Securities provides comprehensive services to registered representatives and their clients. But paper-based processes were impeding staff’s ability to provide quality services in a compliant manner.

“We used to print out e-mails to conduct surveillance,” remembers Operations Manager Kelly Buda. “And when you consider we have over 260 representatives and home office staff, that was a lot of paper.” . . Full story »

We want to know how you run smarter

June 10th, 2008

Did you know that entries for the 2009 Run Smarter awards are now open?

Every year, we award Laserfiche users with Run Smarter awards in five categories: government, financial services, healthcare, education and commercial. The only requirement to enter is that you’re using Laserfiche to improve efficiency in your organization!

Run Smarter award winners receive a scholarship and three night accommodations at the Laserfiche Institute Conference, which will take place January 12-14, 2009, at the Hilton Los Angeles Airport. We’ll also write an article about them that will be in the Laserfiche UserNews, and, probably best of all, they’ll get a beautiful, one-of-a-kind congratulatory plaque!

So don’t wait, because the entry deadline is July 31, 2008.

To enter, visit www.laserfiche.com/runsmarter. If you have questions, feel free to contact me at melissa.henley@laserfiche.com.

Strategic Security

Credential Securities, Inc., Simplifies Regulatory Compliance

June 3rd, 2008

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. . . Full story »