One of the things we get asked a lot is “How much money can I really save with Laserfiche?” We have two great white papers that show the possibilities – one for financial services and one for healthcare - but, as usual, our customers’ success stories speak for themselves.

We have so many customers out there who use Laserfiche in innovative and creative ways to make their budgets stretch as far as possible. Here are some examples.

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Many financial advisors consider technology an expense, no matter how necessary. Joseph Salpietro of Xpyria Investment Advisors felt the same way, until he came to a crucial realization.

“We always figured we’d have to hire more people to create the efficiency we needed,” he says. “We’d talked about needing two or three administrators over the next five or so years at a cost of, say, $30,000-40,000 each. And when we found out that we didn’t have to hire those people to help us with the paper chase—well, that’s a smart business decision.”

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With the strict oversight of the Financial Services Authority (FSA), independent financial advisers in the UK require a robust platform for tracking and managing paper records. Rigorous audits and record-retention rules, along with numerous work-process documents, leave independent financial advisors drowning in a sea of paper.

Regal Independent Financial Services Director Neil James and his co-directors were fighting a losing battle against rapidly-filling file cabinets and spiraling storage costs, all the while facing the strict compliance and retention pressures of operating in a highly-regulated environment. With files of up to 250 pages, easy searching was a priority, and physical storage space was at a premium.
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In Bakersfield, CA, a town known for its agriculture, manufacturing and petroleum extraction and refining is now known for something different: its innovative technology.

As the fastest-growing city in the United States with a population of over 250,000, Bakersfield was experiencing an explosion of records. “We wanted a document management system to store public documents in a secure, easily searchable manner,” says IT Director Bob Trammell. “We chose Laserfiche because of its pricing and how easy it was to search for and retrieve documents.”

“I had already installed Laserfiche in a city where I was previously employed, so I was very familiar with it,” Trammell adds. “That was eleven years ago, and today all 19 departments in the city, as well as thousands of citizens, use Laserfiche.”
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As one of the fastest growing counties in the nation, Collin County, TX, faced the challenge of managing an increasingly-large number of records generated by a growing population.

According to Records Manager Margaret Anderson, staff in the county’s courts had difficulty finding information, due to disparate systems implemented by each department. “We also had over 15,000 reels of microfilm and 18,450 boxes of paper stored throughout the county,” she says. “Files were everywhere and we couldn’t keep up with the demand. We had to ensure that staff did not unintentionally destroy records that needed to be retained, and we wanted to implement a case management system (CMS). But we also had to manage all the paper.

“Our first step was to select and implement a new case management system for the county court system,” Anderson continues. “The records management system (RMS) we chose needed to interface with this system and provide records management control for closed and disposed case files, as well as support documents.”
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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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Located 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 »

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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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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Nestled 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 »

Principal Mark Berger

Advisors 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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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 »

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.

In 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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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 »