“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 »

The Daviess County, IN, prosecutor’s office, located in the basement of the county courthouse, isn’t the biggest office to start with. But with files stacked from the floor to the ceiling, it was clear that the office, home to three prosecuting attorneys, desperately needed more room.

Thanks to Prosecuting Attorney G. Byron Overton, they’re getting it. Overton and his staff are working with Laserfiche reseller Nancy Mathes of Paper-Lite to scan and store files electronically in Laserfiche. “We’re not going paperless,” Overton says. “We’re going file-less.”
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When Elk River, MN, officers got a call of an elderly man in adult diapers at a playground, sector cars arrived moments later heavily armed with what they needed most to bring the man in safely - information. They had his picture, they knew his name and family and that he was a potentially violent Alzheimer’s patient reported missing days ago.
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“We consider our faculty to be our greatest asset,” says David Haugland, Associate Vice Provost of the University of Southern California (USC). Trouble was, spread out as USC faculty were among its 17 schools and colleges, for the Office of the Provost, faculty records were increasingly the university’s greatest pain in that asset.
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Maine’s state motto is “The Way Life Should Be,” and the City of Saco’s could well be “The Way Laserfiche Should Be.” Thanks to a commitment to user education and establishing an in-house Laserfiche administrator, city employees in every department have embraced an ecological and economical paradigm shift in how the city does business and offers services.

So much so that in just three years, Saco has set a standard for e-government so high that its regional neighbors are beginning to look into it as well.

So why has Saco been so successful? For starters, when City Administrator Rick Michaud and Saco’s IT staff looked into document management three years ago, they didn’t have a problem, they had a plan.
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“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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The Eaton County, MI’s Prosecuting Attorney’s Office has long been recognized for its visionary use of Laserfiche. What began in 2003 as a means of archiving closed cases has evolved into a department-wide embrace of technology that has eliminated file cabinets, saved significant time and an exponential amount of money. Perhaps most sustainably, Laserfiche has improved the way attorneys work. Lawyers summon case information – police reports, photographs, even video and audio archives of 911 calls – right in the courtroom from a digital briefcase. Plus, minimal staff is required to stay ahead of the continuous inflow of paper generated.

Behind this success has been the foresight and follow-through of Laserfiche Luminary Dr. Robert J. Sobie, the county’s Information Systems Director. For almost 15 years, Sobie has patiently championed the efficiency of the paperless workplace, department by department, process by process, all the way to the Prosecuting Attorney’s office and beyond.
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Iberdrola Renewables is one of North America’s leading providers of structured energy solutions for wholesale and large commercial and industrial customers. With over 9,300 megawatts of renewable energy in operation globally - and more than 2,800 megawatts of that being wind power located in the U.S. - the Portland, OR-based company is currently the world’s leading provider of wind power. Last year, Iberdrola Renewables created 15,000 jobs worldwide, while investing $2.2 billion in wind power in the US alone – up from $1.54 billion in 2007 – to become the second largest provider of wind power in the US since entering the market in 2006.

But the rapid growth of its renewable energy division in the last few years led to challenges managing its documents and records. “With each new energy project, we were increasing the number of relationships with private land owners, commercial suppliers, and government agencies,” explains Sean Malowney, a Senior Business Systems Analyst at the company. “This translated into a growing volume of invoices and contracts.”
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To be honest, the City of Albany, OR, hadn’t really been maximizing Laserfiche when its new Finance Director wanted to do away with using it altogether five years ago.

The city had installed Laserfiche in its Finance Department in 1998 as a virtual file cabinet. “Between 1999-2003 we were only scanning a few thousand documents a month and it was limited to just the Finance department,” admits Network Administrator and Laserfiche Luminary Allen Pilgrim. By 2004, Laserfiche storage totaled just ten volumes of 4.6GB each. A significant number, but apparently not significant enough for one new city administrator.
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“If financial advisors aren’t talking to people, they’re not making money,” says Paul Murphy, National Sales Director at Spire Investment Partners, LLC. Murphy’s problem was that his top earners were spending too much time staying on top of the paperwork that comes with handling over $1 billion in client assets, which he expects to at least double this year. “It’s the regulators. It’s the auditors. The paper starts to pile up from the first client meeting and all the way through the process,” he says.

For Murphy, his previous experience integrating two large broker-dealers had shown how the right technology ultimately leads to success. “If you want to succeed in this business, you’ve got to get great technology,” he says. “Using technology not only defensively, but offensively, is very near and dear to my heart.”
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Minnesota. It’s not called the land of ten thousand lakes for nothing. This aqueous state needs a total of 45 watershed districts to manage water quality and to regulate any land development projects near bodies of water.

In Minnesota, watershed districts are local, special-purpose units of government that work to solve and prevent water-related problems. The boundaries of each district follow those of a natural watershed and consist of land in which all water flows to one outlet, and districts are usually named after that watershed. They range in size from the Carnelian-Marine District with 43 square miles, to the Red Lake Watershed District with 5990 square miles.
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Since implementing Laserfiche in 2007, Collin County, TX, home to the Dallas/Fort Worth area’s fastest-growing northeast suburbs, has enjoyed enterprise-wide success automating and integrating its business processes. But as Records Manager Margaret Anderson points out, it’s been as a direct result of equally enterprise-wide pre-planning working with the county’s myriad departments.

The County saw its population increase nearly 50%—from nearly 500,000 in 2000 to 725,000 by 2007—straining the county’s infrastructure. As Anderson puts it, “The exponential growth rate of our county is reflected in the increased demand for essential county services.” The governing body of the county, the Commissioners Court, then issued a strategic direction to improve efficiency and customer service. “This caused us to look at an enterprise solution to managing our records with emphasis on migrating to electronic records,” she explains. “We had to reduce our paper and microfilm records volume.”
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The Challenge

The strict oversight of the Isle of Man Government’s Financial Supervision Commission (FSC) means that independent financial advisers require a secure, enterprise-wide platform for tracking and managing both paper and electronic records. Proliferating work process documents, extensive audits and strict records-retention rules leave many financial services firms struggling to maintain productivity in a highly-competitive industry.

For Jon McGowan, managing director of MAC Financial, these challenges multiplied with his business’s increasing success. With three major acquisitions in three years, McGowan and his staff were dealing with more customers, more work and significantly more paper. They needed a solution that would not only organize their records, but would also assist them in following compliance directives. Whatever solution they chose had to have enterprise capabilities, be able to manage a large volume of documents and integrate with their customer relationship management (CRM) system to enable fast, efficient and flexible client service.

It took less than half a day for MAC Financial to implement a Laserfiche solution, enabling instant document retrieval and freeing up an entire floor of office space. Now, MAC Financial runs more efficiently, saving time, money and staff resources while increasing revenue.
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The Challenge

The Eastleigh Council Revenue and Benefits Department faced a considerable challenge: increasing operational efficiency while transitioning from their rapidly-declining Document and Image Processing System (DIPS). Their current DIPS was slowing down information access and hampering staff productivity, due to an aging, ineffective query function. Whatever system the department chose, however, had to eventually integrate with the council’s planned enterprise-wide customer relationship management (CRM) system.

Lesley Cox, Local Taxation Manager, knew that the revenue and benefits department was working with a limited budget and had to procure the best-quality system available. By implementing a Laserfiche® digital document management solution, she was able to centralise the department’s records in a single repository, saving her staff time and aggravation while simplifying future integration with the council-wide CRM system.
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“We were an early adopter of many technologies, but not document management,” admits Alan Levitz, President and CEO of GCG Financial, Inc. “It was hard for me to envision it working effectively, because I was concerned about flexibility and searchability.”

Levitz’s father, Robert, founded GCG Financial, then called the Greater Chicago Group, Inc. in 1975. Alan joined in 1983, and his brothers David and Rick soon followed. Alan’s now president and CEO; David and Rick are both executive vice presidents. But GCG is hardly a small family operation—the firm manages 83 producers who sell insurance, investment and benefits, most of them split between Bannockburn, and Oakbrook IL, and Denver, CO. “As our offices don’t share the same physical location, it was important to standardize the services we provide to both groups,” says Levitz.
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