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 »

With a diverse population of over 141,000, the Town of Cary is the seventh largest community in North Carolina. Since coming to Cary 21 years ago, Technology Services (TS) Director Bill Stice has drawn on his 17 years of prior experience in the private sector to develop a proactive approach to the role of TS. “The public sector is really several businesses under a single umbrella,” he observes.
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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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As chief probation officer for LaPorte Superior Court No. 4 in Indiana, Steve Eyrick knows a great deal about rehabilitation. Every day, he works with clients who’ve been charged with misdemeanors and Class D felonies, and it’s his job to help them turn their lives around.

Of his probationers, Eyrick says, “They’re just people who make some bad decisions. I try to focus on their issues and their individual dynamics, while at the same time testing them and making sure they’re doing what they’re supposed to be doing.”
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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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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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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 »

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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