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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Two years ago, the Brevard County Sheriff’s Office in Florida was another local government agency with overflowing file cabinets and the inspiration (and budget) to do something about it. Laserfiche was at first intended to manage departmental records, but was soon adapted to catalogue domestic violence cases and help create SORT, the county’s public database of sexual predators. “Being able to scan in domestic violence case reports is important because these cases are very time-sensitive as far as victims support services go,” says Commander Doug Waller. “Time is definitely not on our side.”

The importance of time is especially crucial to homicide cases. “We only see about 10-12 homicides a year and we generally stay on top of them,” says Lieutenant Bruce Barnett. “But the longer a case stays open, the more the paperwork piles up.”
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Win-win situations are not good enough for information technology staff in Marshall, part of Minnesota’s Lyon County. They’ve got to have win-win, win-win.

That’s because the Marshall school district, its city hall, municipal utility department and the Lyon County government all have built their IT infrastructures around Laserfiche. So when one part of the quartet undertakes improvements to Laserfiche, everybody benefits—and it seems that the improvements aren’t stopping any time soon.

“That’s the thing about Laserfiche,” says Todd Pickthorn, an IT expert with the Marshall School District. “Once you’ve completed one project with Laserfiche, your eyes open up to the new projects that are possible. That’s been the case with all the agencies we’re working with. When one makes an improvement, everybody reaps the rewards.”
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Many financial advisors consider technology an expense, no matter how necessary. Joseph Salpietro of Xpyria Investment Advisors felt the same way, until he came to a crucial realization.

“We always figured we’d have to hire more people to create the efficiency we needed,” he says. “We’d talked about needing two or three administrators over the next five or so years at a cost of, say, $30,000-40,000 each. And when we found out that we didn’t have to hire those people to help us with the paper chase—well, that’s a smart business decision.”

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Derek is 27 and has cerebral palsy. He has a two-year college degree, but hasn’t held a steady job since graduation. He struggles to speak and can’t walk. Yet Laserfiche resellers Bolt Document Management gave him a job helping to build electronic document repositories throughout Indiana.

For Bolt and other Laserfiche resellers across the country, Derek and others like him have the right stuff for one of the most onerous tasks in document management: scanning paper files and turning them into electronic images.
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With the strict oversight of the Financial Services Authority (FSA), independent financial advisers in the UK require a robust platform for tracking and managing paper records. Rigorous audits and record-retention rules, along with numerous work-process documents, leave independent financial advisors drowning in a sea of paper.

Regal Independent Financial Services Director Neil James and his co-directors were fighting a losing battle against rapidly-filling file cabinets and spiraling storage costs, all the while facing the strict compliance and retention pressures of operating in a highly-regulated environment. With files of up to 250 pages, easy searching was a priority, and physical storage space was at a premium.
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In Bakersfield, CA, a town known for its agriculture, manufacturing and petroleum extraction and refining is now known for something different: its innovative technology.

As the fastest-growing city in the United States with a population of over 250,000, Bakersfield was experiencing an explosion of records. “We wanted a document management system to store public documents in a secure, easily searchable manner,” says IT Director Bob Trammell. “We chose Laserfiche because of its pricing and how easy it was to search for and retrieve documents.”

“I had already installed Laserfiche in a city where I was previously employed, so I was very familiar with it,” Trammell adds. “That was eleven years ago, and today all 19 departments in the city, as well as thousands of citizens, use Laserfiche.”
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IT Systems Analyst Gary Agira

If Gary Agira’s story were a movie, the story would include the Ugandan IT Systems Analyst navigating government bureaucracy, stubborn workers, and perhaps most dramatically, a national registry and warehouse overflowing with 34 million government documents—to bring them all into the digital world. It’d be a charmingly idiosyncratic story, but still a universal one: document management as a metaphor for progress, with Agira’s unwavering belief in the power of technology as he moves a nation and a workforce into the digital age.

But this isn’t a movie, and the real Gary Agira is the IT Systems Analyst for Uganda’s Privatization & Utility Sector Reform Project (PUSRP). The PUSRP is the department of the Ministry of Finance and Planning charged with the epic task of overhauling the way the African nation archives, stores and perhaps most profoundly of all, actually works with records to support the divestiture and reform of 42 public enterprises. It’s all part of an initiative to move Uganda’s economy forward.
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