Brent Burns and Stephen Huxley founded Asset Dedication, LLC in 2002 with an innovative notion: that the liability-driven investment portfolios common in the institutional world could be engineered for individuals according to their specific income needs, akin to a personalized pension fund. In 2009, advancements in processor technology, coupled with the support of BondDesk Group, LLC, gave the Mill Valley, CA-based firm the opportunity to transition from consultants into a full-service sub-advisor offering individualized portfolio management to RIAs.

Key to this transition, Burns believed, was leveraging business technology to minimize both the operational and risk management costs of working directly with advisors. “As a growing company, technology was the way to get more done with a smaller headcount,” he says.
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One would think granting citizens around-the-clock access to their local government offices and officials might be met with some resistance. O’Fallon, IL, deputy clerk Maryanne Fair loves it.

“Our municipal Website is like having city hall open 24 hours a day, 7 days a week,” she says. “My office is only open from 8:00 A.M. until 5:00 P.M., but even after hours, people can still find what they need.”
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From its Onamia, MN, headquarters, the Corporate Commission of the Mille Lacs Band of Ojibwe Indians operates Grand Casino Mille Lacs and Grand Casino Hinckley, which includes hotels, convention centers, entertainment venues, a golf course, food and beverage venues, gift shops, an RV park, and a marina. In addition, the Corporate Commission operates an RV and auto shop, gas stations, a movie theater, a Subway franchise, and a wastewater management facility. “We have 12 separate businesses in all, spread out over 55 miles,” says Lance Dutcher, Systems Engineer for the Corporate Commission.
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Internal Medicine Center, LLC (IMC), a multi-specialty practice with 20 providers, is the largest independent clinic in Mobile, AL. Established in 1946, it’s also the oldest, compiling over 60 years of patient records.

With so many specialties—and specialists—IMC’s Board of Directors wanted to use electronic medical records (EMR) software to improve operational processes, encouraged by the promise of ARRA stimulus money to help fund it. But IMC’s Practice Administrator, Christine L. Holliman, CMPE, took a more pragmatic view of the situation.

“All vendors talk about the efficiencies of an EMR and the increase in the levels of coding that can be achieved from full implementation,” she says. “As my physicians are many different ages, the idea of transitioning to a full-blown EMR was daunting, to say the least.” Full story »

For Spire Investment Partners, LLC, a combination broker/dealer, registered investment advisor, and insurance agency based in McLean, VA, managing several billion dollars in assets and answering to multiple regulatory agencies—including FINRA, the SEC and state insurance regulators—brings with it the need for especially agile enterprise content management (ECM). Full story »

With its motto, “One Team, One Mission,” it’s clear that unity is important to the Long Beach Police Department (LBPD). However, without consistent access to the PD’s law enforcement records and administrative files, officers and employees had a difficult time staying on the same page.
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Keane Capital Management, Inc. is a hedge fund firm based in Charlotte, NC. Since its founding in 1999 with a staff of just two, the firm has grown to seven full-time employees handling fund portfolios for some 250 high net worth investors. With this growth came the need for greater administrative efficiency, which led to Ted Slack joining the firm as its first controller in 2005. Full story »

If you’ve been in business for more than 50 years, chances are you’ve got a number of time-tested best practices that help your organization operate efficiently. Such was certainly the case for Dallas Associated Dermatologists, a nine-physician dermatology practice that logs roughly 75,000 patient encounters a year.

“Since 1954, our physicians have been refining the way they keep track of patient information,” says Bill Duke, executive director of the practice. “Although we knew we wanted to transition away from paper charts, we wanted our electronic records to mirror the form and format of our paper charts exactly. There aren’t many solutions out there that are flexible enough to do that.” Full story »

A decade ago, staff from the Planning and Public Works Department in the City of Lakewood, CO, created the Digital Archives Group (DAG) to find more efficient ways to manage 30 years’ worth of maps, plats and plans. Full story »

Physicians Professional Services (PPS) is a medical billing company that serves Boston-based Beth Israel Deaconess Medical Center (BIDMC), one of Harvard Medical School’s major teaching hospitals. Founded in 1994, PPS has grown to encompass 30 full-time employees serving 450 physicians servicing eight different departments within BIDMC, including:

• Cardiology
• Dermatology
• Gastroenterology
• General Medicine
• Neonatology
• Obstetrics and Gynecology
• Orthopedics
• Psychiatry

Prior to implementing Laserfiche in 2007, PPS’s manual cash posting process was paper-driven. But from an operational and cost perspective, paper wasn’t a particularly efficient medium for PPS; even assigning the daily distribution of work was time consuming because someone had to manually review that day’s lock box payments and portion them out to the processors. Full story »

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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