No municipality has dedicated itself to the growth of the Laserfiche community more visibly this year than Norfolk, VA. So much so that the city’s in-house Laserfiche champions have encouraged user interaction by co-founding the Hampton Roads User Group, one of an unprecedented number of user groups that have sprung up across the state in the last two years.

The way W. Alondo McClees, Laserfiche Luminary and leader of the Technology Systems Team for the Norfolk Commissioner of Revenue, explains it, he and his colleagues were just “filling a need” when he and users from three other Virginia municipalities (Fredericksburg, Hanover and Charlottesville) first initiated a statewide Laserfiche user group for their Commissioner of Revenue offices at a 2007 regional conference.
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Kowal Investment Group, LLC is a fee-based financial advisor from Waukesha, WI, that has specialized in financial planning and investment advising for over 35 years. The firm manages nearly $200 million in assets and also hosts a weekly financial advice radio show called “The Retirement Clinic.” But just as baby boomers looking into retirement look to Kowal for advice, Kowal itself began looking to retire its old way of filing paper. “We knew we wanted to move toward the paperless office,” explains Michelle Rossi-Weida, Operations and Compliance Manager for Kowal. “Just in terms of better organization and also the cost savings paying for file space, as well as making people’s jobs easier and more productive.” Full story »

We’ve all seen them: the young man suffering from his first bout of bipolar mania—paranoid, delusional and unable to sleep; the 40-year-old veteran, injured in Iraq, addicted to painkillers and living on the streets; the single mother with schizophrenia—abused, uneducated and unconvinced that antipsychotic drugs will ease her pain.

For the people who struggle with these issues in southeast Texas, Spindletop Mental Health Mental Retardation (MHMR) Services has the resources to support their recovery and relieve their distress. But with over 8,000 patients every year and upwards of 400 employees, Spindletop’s ability to respond promptly to records requests—and, by extension, to patients—was being compromised.
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When Wendi Smith accompanied her friend Kristy DeLong from the City of Carmel, IN, to the Laserfiche Conference in Los Angeles last January, she was supposed to be on vacation. But as the Administrative Assistant for the Town of Brownsburg’s Planning and Building Department, Smith started to get her own ideas about the kinds of cost-savings and operational efficiencies Laserfiche could bring to the modest but progressive Brownsburg, a town of just 20,000 that Money Magazine named the 33rd “Best Place to Live in America.”
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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 »

Judges are often not fond of challenging the status quo and paperwork has definitely set a precedent in America’s courthouses. But as electronic document management is moving into courthouses across the country, Laserfiche has been going Hollywood—turning trial testimony into made-for-TV high drama. Full story »

The Clay County Utility Authority is an independent special district, created by special legislation in Chapter 94-491 of the Florida statutes, that services the water, wastewater, and reclaimed water needs of its service area in Clay County, Florida. “Being a governmental entity, CCUA obtains its revenues from its ratepayers, not from taxpayers,” explains Dave Howell, Records Management Administrator. And when people don’t use as much water – say, in the case of the recent economic slowdown and the resulting lull in home building and new service requests – CCUA acts like any other business: It watches spending and looks for ways to cut costs. Howell says Laserfiche has given him the administrative control to be flexible enough to not only manage CCUA’s exponential paperwork growth, but to monitor productivity, ensure compliance and implement a disaster recovery plan. As a result of this streamlining, efficiency and oversight, CCUA has been able to not only solve its document management issues, Howell says, but has also been able to cross-train existing staff to run more efficiently.
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Monica Baccardax, IT Project Manager for the Faculty of Medicine at Dalhousie University Medical School, in Halifax, Nova Scotia, Canada, finds Laserfiche a solid improvement over the school’s old system of managing records with paper and custom software applications. Relying on custom databases and spreadsheets was fine—as long as a programmer was available to keep the system current. Laserfiche is not only much quicker and much more reliable, but gives her many more options to collect, store, search and import data.

Not that she wants to reinvent the wheel. “The Medical School has been collecting student and resident records for many years,” she says, “and has developed a workable filing method. Rather than change something that works well for them, I created the Laserfiche system to follow their method.”
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When we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.

“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
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The West Piedmont, VA, Health District is going high-tech when it comes to digging below ground. By using Laserfiche to enable instant access to digging permits, this branch of the Virginia State Health Department has expedited the process of digging wells and septic systems for new real estate development in this scenic slice of the Blue Ridge Mountains.
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The City of Sun Prairie, WI, is the fastest growing city in Wisconsin with 26,000 residents and counting. But serving this rapidly expanding community has meant its municipal offices are spread out between its City Hall and satellite facilities that house various departments, its wastewater treatment and even a public access cable station. The main fire and EMS stations are housed in yet a third location.

So when City Clerk Diane Hermann-Brown says staying on top of Sun Prairie’s mounting paperwork was a city-wide problem, she literally means city-wide. “With all of our various departments that are off-site, it wasn’t just an issue of the time involved to retrieve the documents, but the time and resources involved in sending a clear, clean copy to the requesting party,” she says. “From the start our vision was to have a records management system where people could search, retrieve and print their own copies without every ever leaving their work station.”
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“We have a fiduciary responsibility to get value from tax dollars,” says Captain Blakely of the Riverside, California Police Department. For the past decade, Riverside has increasingly turned to information management technology, emerging as a model of public efficiency, especially these days.

As Roz Vinson, Police Records and Information Manager puts it, “I’m short 10 bodies - that’s where we are right now. Where can I work smarter? If we only have to touch something once, that’s progress.” Full story »

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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Time was, when an officer from Ontario’s Hamilton Police Service (HPS) responded to investigate a call about an EDP (emotionally disturbed person), they’d have two choices to determine risk factors as they proceeded: Drive back to the station with the EDP to look up past reports - or place a call and wait for a Records Clerk to pull the report and read it to them over the phone. Either way, the officer would be off the street, sometimes for hours, waiting for the necessary information to act on.

These days, however, an officer responding to the same call can pull up reports right in their patrol car, accessing information vital to the safety of the EDP – and the public – using just a name, incident number or other simple keyword.
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“Our decision to go paperless was driven not by cost or budget issues, but by the desire to grow our business, tame a paper monster that was consuming every available square foot of office space, improve our customer service, and keep up with a rapidly-changing financial planning industry,” says Blake Woodard, Managing Partner of Woodard Insurance, LLP, a Fort Worth-based firm of financial advisors and insurance professionals.

“In our view, we had no choice as to whether to go paperless. You must go paperless if you want to survive and thrive in the financial planning industry,” he adds. Full story »