“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 »

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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“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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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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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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“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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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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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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Think of the paperwork challenges of a typical registered investment advisory (RIA) firm—new account forms, quarterly and annual statements, client agreements, and floods of general correspondence, all of which must be maintained in compliance with a host of regulations. Now imagine an RIA that’s also registered with a broker-dealer. And that offers retirement planning. And, for good measure, that sells insurance. Finally, picture this company’s paperwork spread out across 13 regional offices in two states.

Have a headache yet? If not, you probably at least have some sympathy for Rehmann Financial. With 60 associates located throughout Michigan and Florida, the rapidly growing wealth management firm faced a formidable information management challenge. But with Laserfiche document and business process management at the heart of its technology platform, Rehmann Financial has standardized business processes, enabled effortless information exchange and, within just a few months, achieved significant cost savings over their former paper-based business model.
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Charlottesville, VA is consistently voted one of America’s best cities to live, marked as it is by its deep history (birthplace of three U.S. presidents) and its college-town charm (home to the University of Virginia). But when it came to records management, Charlottesville’s paper history held little charm for the city staff left dealing with its outdated and overgrown filing system.

“Life before Laserfiche was full of frustration,” remembers Rosalind Collins, Deputy Commissioner of the Revenue and Laserfiche Administrator for the City of Charlottesville.
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For many businesses, the vision of a paperless office is often the driving force behind implementing digital document management. For Professional Planning Service of New Hampshire (PPS), going paperless while maintaining the separation between two distinct business interests was giving staff double vision. But by implementing a Laserfiche document management system, PPS has avoided mixing their two business’ documents during their transition to a paperless environment—and improved efficiency and service quality along the way. Full story »

For Mohave County, AZ, the third time was the charm for the county’s Records Manager to successfully implement Laserfiche enterprise-wide.

The dry-witted comedian Steven Wright once joked, “I’m so far ahead of my time, nobody’s there yet.” Mohave County Records Manager Chuck Chlarson can relate. He saw his two predecessors try without much success to implement an enterprise-wide records management system—despite a state mandate to do so—because of a lack of technical support and user buy-in. But as Chlarson has found, in Mohave County, being the third Records Manager is the ticket to success.
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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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