When Olmsted & Associates, a CPA firm based in Fountain Valley, CA, went looking for a content management system in 2006, its needs were simple: “We needed a program that would allow us to scan multiple sizes and types of documents and then facilitate our search for them later. Security and retention periods were a concern as well,” says Tax Administrator Fernando Rocha. “Basically, we needed to have everything in one place so whomever needed to use it, could.”
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When six portfolio managers left their former firm and formed Palladium Registered Investment Advisors in 2008, it gave them the opportunity to break away from their paper-based office.

As Jennifer L. Litchfield, IT Manager at Palladium, remembers it, onboarding more than 1,000 accounts all at once left almost no time to learn a new electronic document management system in their new Norfolk, VA, offices—even as the need to implement one to ensure the breakaway firm could hit the ground running was clear.
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Michelle Rosson, HIM director at the Regional Medical Center at Memphis (commonly known as THE MED), responds to her first interview question: “Why did we choose Laserfiche? Well, my file room was going to explode!”
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“Like all non-profit organizations, we continue to be asked to ‘do more with less,’” says Dr. Keith Vire, CEO of the Arkansas Support Network (ASN). Since adopting Laserfiche as its case management system in 2008, Laserfiche has helped do just that by supporting ASN’s 430 staff, program managers and case managers as they provide services and supported employment to over 800 individuals and families with disabilities. Client files that were once three-inch thick folders of medical information, case notes and support plans are now indexed and searchable—visible only to assigned staff, making compliance and frequent audits by multiple state and federal healthcare agencies simple and comprehensive.
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In the decade since the City of Eugene, OR, first implemented Laserfiche to “get everyone on the same page,” as former city recorder Mary Feldman put it, Laserfiche has been deployed to the City Manager’s Office, City Attorney’s Office and Public Works Administration, Planning and Development, Police, Wastewater, City Prosecutor, and Municipal Court. As Department Application Team Manager Loring G. Hummel explains, this resulted in four separate Laserfiche services, one of which included multiple workgroups that shared concurrent licenses between the City Manager’s Office, Planning, and Public Works Administration.
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Since it was founded in 1990, Gitterman & Associates Wealth Management, LLC has grown from a five-person Financial Firm to a dually-registered firm with 25 employees handling $225M AUM on its RIA side and over $400M AUM on its broker-dealer side. With this growth came the need to manage more client information and business records—and, now as a dually registered RIA/B-D, to meet separate compliance standards for both FINRA and the SEC.
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When Lindsay Lohan violated her probation by drinking the night of the MTV Movie Awards this month, it was the technology authorities used to catch her that really made headlines: an ankle monitor that detects alcohol on the wearer’s skin. Former Criminal District Court Judge Vickers Cunningham Sr. knows all too well how effective this technology, known as SCRAMx (“Secure Continuous Remote Alcohol Monitoring”) can be. “Before we had this tool, I was putting 80% of people on probation for alcohol-related offenses back in prison,” Cunningham says. “Now, 83% percent of the people using the bracelets are alcohol-free—which means our justice system can focus its resources on the remaining 17%.”
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Caring for senior citizens can be challenging: chronic pain, decreased mobility and a dwindling social network are just a few of the issues that older people—and their caregivers—must contend with. The mission of CareLink, a private nonprofit organization serving central Arkansas, is to connect older people and their families with resources to meet the opportunities and challenges of aging. The agency accomplishes this by:

• Providing in-home services to help homebound older people live in their own homes as long as possible.
• Helping active older people stay fit, healthy and involved through senior center programs and volunteer opportunities.
• Providing family caregivers the resources and support they need to maintain their own lives while caring for older loved ones.

But with 19,000 clients, CareLink was contending with a challenge of its own: filing, storing and accessing customer charts and other documentation in a timely and efficient manner.
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Oshkosh, WI, a city of just over 65,000 residents, has an impressive statistic to share: IT Director Tony Neumann and his staff of just seven have maintained the same budget over the last ten years. In fact, the IT department’s operational expenses have actually dropped by 33% since 2000.

Not surprisingly, against this backdrop of budgetary efficiency, Neumann and his team have initiated several infrastructural enhancements to the city’s technology wheelhouse that have resulted most recently in a redesign of the city’s website. Completed in May 2010, the redesign is the culmination of an e-Government Web strategy used by virtually all of Oshkosh’s departments to provide automated information and services to citizens. Helping to drive these services, Neumann says, is Oshkosh’s use of the Laserfiche WebLink 8 public portal, a key component of Laserfiche’s enterprise content management (ECM) suite. Full story »

Nara Bank, a wholly owned subsidiary of Nara Bancorp, Inc. (Nasdaq: NARA), was founded in 1989 to serve the Korean-American business community in Southern California. Since its inception, the bank has grown to encompass 20 branches across three states, 350 employees and assets of more than $2 billion.

As a large community bank and federally-insured financial institution, Nara gets audited “all the time,” says IT Manager Mona Chui. “Keeping information secure and confidential is a top priority for us.”
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When Carl Friedrich, CFP®/CEPF®, left Goldman Sachs in 2008, his vision was to utilize his 15 years of institutional banking experience to benefit the people who needed it most—growing families, just like his.

He and his wife Marisa, a veteran tax controversy attorney, formed Friedrich Wealth Management (FWM) to provide fee-only financial planning in the Long Island/New York City area with the added value of being as convenient as it was comprehensive. “Our clients have small children, so we aspired to meet them within ten minutes of where they work or live,” Friedrich says.
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When the average person thinks about the employees who keep a hospital running, it is doctors and nurses who immediately come to mind. But what the average person doesn’t realize is how much work it takes to provide those doctors and nurses with the information they need to provide high-quality care. This task, of course, falls to health information management (HIM) professionals, and when a hospital relies on paper records, it is no easy feat.

“I’ve been in HIM since 1986,” explains Patty Hall, privacy officer and director of HIM at Wythe County Community Hospital, a 100-bed facility located in the Blue Ridge Mountains of southwest Virginia, “and I have to tell you that having an electronic solution makes things so much easier.”
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Name a recent natural disaster, and Ceres Environmental Recovery & Restoration Management has been there, helping clean up and rebuild. In fact, the licensed general contractor and government contracting firm has been awarded more than $700 million in disaster recovery contracts during the past eight years—most notably a $500 million contract to help Louisiana recover from Hurricane Katrina.
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For Indiana’s Elkhart County—known primarily for its large Amish population and for manufacturing roughly half of the world’s recreational vehicles (RVs)—brownfield sites have long posed a challenge.

“A brownfield site is an abandoned industrial property with an environmental or safety stigma attached to it,” says John Hulewicz, environmental health supervisor in the Elkhart County health department. “Maybe people think there’s hazardous material onsite that’s leaching into the water supply, or maybe they believe that the property is a gathering place for vandals and gangs. Whether these beliefs are based in fact or fiction, brownfields decrease the county’s tax base. Our goal is to encourage revitalization and redevelopment wherever and whenever we can.”
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The Pennsylvania State Ethics Commission is a small agency with a big mandate: “To strengthen the faith and confidence of the people of this Commonwealth in their government.” The Commission’s staff of two dozen, working between its headquarters offices in Harrisburg and a regional office in Pittsburgh, does this by issuing advisory opinions that fill in the gray areas between public office and personal gain, as well as by making the finances of state officials public.
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