In a year marked with more bank failures than we’ve seen since the height of the savings-and-loan crisis, D.L. Evans Bank, a family-owned institution with 22 branches, 320 employees and $875 million in managed assets, has cause to celebrate. Its ten-year use of Laserfiche has netted the 105-year-old, Idaho-based bank a wealth of dividends, including:

• Faster audits.
• Streamlined lending.
• Improved business continuity planning.
• More efficient processes for opening new accounts.
• A 33% reduction in hard copy document production and an 85% reduction in paper storage.

Full story »

Fertility treatment is an intensive process that requires sensitivity and an understanding of the physical and emotional aspects of a patient’s fertility problems. But when doctors don’t have fast and easy access to all of their patients’ medical data, it can be difficult to be as responsive as desired.

With ten clinics and two in-vitro fertilization (IVF) centers located throughout the greater Chicago area, the Fertility Centers of Illinois (FCI) already had an Electronic Medical Records (EMR) system in place. However, the ArtWorks EMR system only stored patients’ current, FCI-based medical data—historical medical records were kept as paper files, as were lab results, surgery reports and other outside correspondence.
Full story »

When you think of Vail, you think of a winter wonderland of world-class skiing by day and cozy, snowed-in evenings in front of a roaring fire by night. So do the wealth of seasonal visitors and second homeowners that make their way to the outdoor recreation destination in numbers that can quadruple the town’s modest population of 5,000 residents. “Vail’s a small town with a huge national and international visitor population which can grow to over 20,000 at times,” says Michael Wolfe, the Town’s records manager.
Full story »

With 19 locations and a caseload of 4,000 patients per week, Ear, Nose and Throat Associates of South Florida is the state’s second largest physician group dedicated to treating disorders of the ears, nose and throat. Although the group has always provided patients with outstanding care, keeping patient charts up to date was becoming an increasingly significant challenge.
Full story »

Cambridge Financial Group, a Columbus, OH-based registered investment advisor managing assets of around $1 billion, is committed to technical efficiency – with good reason. With 12 employees managing 4,000 active accounts from 32 different brokers and supporting Delivery Versus Payment (DVP) accounts for over 50 banks, Cambridge has to maximize the productivity of each staff member.

That meant finding a way to help staff keep up with processing the 50,000 pages of statements that arrived in the mail each month, adding to the 20 years of back files spread out over 400 square feet of file cabinet space that had already spilled over into two storage lockers filled with statements and account records.
Full story »

No municipality has dedicated itself to the growth of the Laserfiche community more visibly this year than Norfolk, VA. So much so that the city’s in-house Laserfiche champions have encouraged user interaction by co-founding the Hampton Roads User Group, one of an unprecedented number of user groups that have sprung up across the state in the last two years.

The way W. Alondo McClees, Laserfiche Luminary and leader of the Technology Systems Team for the Norfolk Commissioner of Revenue, explains it, he and his colleagues were just “filling a need” when he and users from three other Virginia municipalities (Fredericksburg, Hanover and Charlottesville) first initiated a statewide Laserfiche user group for their Commissioner of Revenue offices at a 2007 regional conference.
Full story »

Kowal Investment Group, LLC is a fee-based financial advisor from Waukesha, WI, that has specialized in financial planning and investment advising for over 35 years. The firm manages nearly $200 million in assets and also hosts a weekly financial advice radio show called “The Retirement Clinic.” But just as baby boomers looking into retirement look to Kowal for advice, Kowal itself began looking to retire its old way of filing paper. “We knew we wanted to move toward the paperless office,” explains Michelle Rossi-Weida, Operations and Compliance Manager for Kowal. “Just in terms of better organization and also the cost savings paying for file space, as well as making people’s jobs easier and more productive.” Full story »

As any practice manager can tell you, keeping track of patients’ paper records requires more than a little blood, sweat and tears. Finding information can be difficult, paper and storage space are expensive, and office staff spends a lot of time organizing and updating records so that doctors can stay well-informed.

Such was certainly the case for Dr. Brian Hanson’s gastroenterology (GI) practice in Ukiah, CA. One of just two GI doctors within a 90-mile radius in rural northern California, Hanson at times may see more than 200 patients a month. He’s a member of several boards and committees, and his practice is affiliated with three different hospitals, two ambulatory surgery centers and two rural healthcare clinics which serve patients in both Mendocino and Lake Counties.
Full story »

When Wendi Smith accompanied her friend Kristy DeLong from the City of Carmel, IN, to the Laserfiche Conference in Los Angeles last January, she was supposed to be on vacation. But as the Administrative Assistant for the Town of Brownsburg’s Planning and Building Department, Smith started to get her own ideas about the kinds of cost-savings and operational efficiencies Laserfiche could bring to the modest but progressive Brownsburg, a town of just 20,000 that Money Magazine named the 33rd “Best Place to Live in America.”
Full story »

Credential Securities, Inc., employs more than 2,000 staff and representatives who provide integrated wealth management solutions and services to Canadian credit unions, with over $10.8 billion in assets under management. But helping clients achieve their financial goals came with a price—overstuffed file cabinets, difficulty locating information and the stress of complying with regulatory requirements. Full story »

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.
Full story »

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.”
Full story »

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 ever leaving their work station.”
Full story »