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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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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We’re proud to announce the eight organizations who will be receiving Run Smarter Awards at the 2009 Laserfiche Institute Conference.

Please join us as we congratulate this year’s winners: the City of Lynwood, CA; Thurston County, WA; the City of Okotoks, AB; BC Biomedical; Berger Financial Group; Texas A&M University; Jamestown, NY, Public Schools; and the Minneapolis Star Tribune.

We’d like to thank everyone who submitted nominations for this year’s award—and we’d like to invite you to join us at the Conference January 12-14 in Los Angeles to congratulate this year’s winners.
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Running smarter sometimes means pacing yourself.

That’s the lesson from 2008 Run Smarter Award winner Thurston County, WA. Until implementing Laserfiche in 2007, the rustic county, peppered as it is with forests and Puget Sound waters, was beset with what could best be described as information management logjams.

But in less than two years, Thurston County has evolved its use of Laserfiche from a pilot project handling backlog conversion to the backbone of a department-by-department phenomenon. In short, Thurston County has realized the very essence of what it means to Run Smarter.
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Since its incorporation in 1921, the city of Lynwood, CA, has endeavored to build a safe, self-reliant and pride-filled community that welcomes citizens and businesses alike. But while this goal hasn’t changed much in the past 80-plus years, the demands of residents and city staff have. With a Laserfiche document management system at the heart of its technology strategy, however, Lynwood is positioned to meet the needs of its more than 73,000 residents, and to continue on its path of forward progress. . . Full story »

Newspapers are used to working on tight deadlines, but nothing could have prepared 2008 Run Smarter Award winners the Star Tribune for the time-crunch the Minneapolis newspaper faced when it needed to replace its legacy document imaging system—one with no support or upgrade path—with one that could migrate massive databases from shared servers in less than a year. . . Full story »

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 team, one vision, advancing health.”

That’s BC Biomedical’s motto. And since implementing Laserfiche four years ago to manage its sprawling information network spread out over 47 patient service centers (PSCs), you can add “embracing technology” to its motto. . . Full story »

Compared to other cities in Nevada, Boulder City is something of an anomaly. Unlike nearby Las Vegas and the rest of Henderson County, BC is relatively quaint, with a population of just 15,000.

“We’re close to Las Vegas, we’re close to the Hoover Dam, but we’re surrounded by 200 miles of land. It’s like a buffer around us,” explains City Clerk Pamella Malmstrom. “Clark County has been one the fastest growing counties in the country. We’ve taken steps to not grow so rapidly.”

But even as modest Boulder City seems buffered from the noisy neon of its neighbors, it still faced the same information management concerns as every other city in the state. Especially since late 2007, when the state legislature passed a resolution mandating that all government agencies in Nevada be able to honor requests for public records within five working days. . . 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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Visionaries are not always thinking about the future as they leave the past behind. Sometimes, they are just looking to make a change.

That was Glens Falls Records Management Tech/City Historian Wayne Wright 11 years ago. When he thumbed through a Laserfiche brochure back then, he was thinking about the bulky bound volumes of birth, death and marriage certificates the City Clerk’s office staff wrestled with on top of the copier thirty to forty times each day. A decade later Laserfiche is helping most every aspect of Glens Falls government run more efficiently, largely through the single-minded effort of an administrator who just wanted to make a change.

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“Police departments in general create a lot of paperwork and kill a lot of trees,” says Jeffrey Beahen, Chief of Police for Elk River, MN.

But Beahen’s department is saving trees and racking up awards—including one for Excellence in Innovation in Information Technology from the International Association of Chiefs of Police (IACP) just this year.

“Our peers are John Hopkins University, the San Diego Police Department, the Canadian Research Center and the Dutch National Police,” Beahen notes proudly. “And little old Elk River is up on the porch with the big dogs.”

Elk Rapids, home to 24,000 and located on the outskirts of greater Minneapolis, got up on that porch thanks to Beahen’s vision of giving his officers every technological advantage available—with Laserfiche playing a vital role in both that vision and that advantage.

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When designing a disaster recovery strategy, business owners usually plan for blackouts, natural disasters, server failure and theft. But there are some catastrophes—such as an arsonist attempting to burn down the office building—that probably don’t immediately spring to mind. MultiMed, an industry-leading emergency medical services billing company located in Baldwinsville, NY, was faced with such a threat in August 2007 when a three-alarm fire nearly engulfed their office complex. Fortunately, MultiMed had taken the right disaster preparedness measures, building a Laserfiche-powered recovery plan to ensure business continuity, come what may.

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The versatility of Laserfiche’s electronic document technology has inspired creative applications that have taken the paper out of countless government agencies and operations over the past 20 years. Now it’s reaching outside the office into that bastion of paper rustling, public government meetings.

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