Customer Stories Archive
September 15th, 2009 by Hobey Echlin
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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Tags: Audit Trail, compliance, disaster recovery
Posted in County Government, Customer Stories, Government Newsletter, Newsletters, Special Districts, State and Local Government | Be the first to comment »
August 26th, 2009
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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Tags: Canada, higher education, records management
Posted in Customer Stories, Higher Education | Be the first to comment »
August 17th, 2009 by Melissa Henley
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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Tags: Advent Axys, asset management platform, Avante, business process management, client account activity monitoring, CRM, Customer Relationship Management, financial advisors, Financial Services, integration, Junxure, RIA, ROI, trade approval monitoring, Workflow
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
August 12th, 2009
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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Tags: health department, health district, permitting
Posted in Special Districts, State Government, State and Local Government | Be the first to comment »
August 5th, 2009 by Hobey Echlin
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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Tags: agenda management, Enterprise, Finance Department, implementation, integration, records management
Posted in Customer Stories, Government Newsletter, Municipal Government, Newsletters, State and Local Government | Be the first to comment »
July 31st, 2009 by Hobey Echlin
“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 »
Tags: advanced audit trail, COPS MORE, funding, grant writing, integration, law enforcement, records management
Posted in Customer Stories, Law Enforcement | Be the first to comment »
July 28th, 2009 by Melissa Henley
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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Tags: broker-dealers, compliance, Financial Services, WebLink, Workflow
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
July 7th, 2009 by Hobey Echlin
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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Tags: annotations, Audit Trail, Canada, deployment, implementation, law enforcement, OCR, police, Quick Fields, records management, redaction, ROI, search, WebLink
Posted in Customer Stories, Government Newsletter, Law Enforcement, Newsletters | Be the first to comment »
June 30th, 2009 by Melissa Henley
“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 »
Tags: Financial Services, RIAs
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | 1 Comment »
June 30th, 2009 by Melissa Henley
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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Tags: Avante, business process management, deployment, disaster recovery, Fujitsu, implementation, justice systems, legal, prosecutors
Posted in County Government, Customer Stories, State and Local Government | Be the first to comment »
June 29th, 2009
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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Tags: law enforcement, police, Web Access
Posted in Customer Stories, Law Enforcement, Press, Press Clippings | Be the first to comment »
June 11th, 2009 by Hobey Echlin
“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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Tags: compliance, higher education, provost, Quick Fields
Posted in Customer Stories, Higher Education | Be the first to comment »
June 10th, 2009 by Hobey Echlin
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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Tags: assessor's office, e-government, engineering, Enterprise, green, Planning, Public Works Department, ROI, Wastewater, Web Access, WebLink
Posted in Customer Stories, Government Newsletter, Municipal Government, Newsletters, State and Local Government | Be the first to comment »
May 27th, 2009 by Melissa Henley
“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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Tags: compliance, financial advisors, Financial Services, RIAs, Web Access
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
May 22nd, 2009 by Hobey Echlin
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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Tags: county IT, document retention, lawyers, records management, recycle bin
Posted in County Government, Customer Stories, Justice Systems, Law Enforcement, State and Local Government | Be the first to comment »