Ed Yonker joined the Franklin County IT Department in 2004, after spending many years in the banking industry. “Government is a different world,” he explains. “Because of its size and structure, it’s a lot harder to implement new technology and get everyone on the same page.” Full story »

The Level Four Group of companies consists of Level Four Group, a business consulting firm; Level Four Advisory Services, an SEC registered investment advisory firm; Level Four Insurance Services, a master general insurance agency; and Level Four Tax and Advisors, an accounting firm. Full story »

Executive Money Managers, Inc. (EMM) is a referral-only, boutique investment advisor firm based in Marietta, GA. By 2005, the growth of its business intersected with the growth of its information management challenges. Full story »

The Waco, TX, Independent School District (WISD) serves over 15,000 students across 32 campuses. For WISD’s Accounting Department, that means cutting 300-400 checks a week to vendors and agencies serving the district, as well as handling the information management needs that come along with AP processing for a mid-size ISD like Waco. Full story »

Compliance issues have long been a major challenge for financial advisors, involving huge commitments of time and money. But when President Obama signed the Dodd-Frank Act into law last summer, financial services firms got 2,319 more reasons to worry. 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 »

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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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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Nara Bank, a wholly owned subsidiary of Nara Bancorp, Inc. (Nasdaq: NARA), was founded in 1989 to serve the Korean-American business community in Southern California. Since its inception, the bank has grown to encompass 20 branches across three states, 350 employees and assets of more than $2 billion.

As a large community bank and federally-insured financial institution, Nara gets audited “all the time,” says IT Manager Mona Chui. “Keeping information secure and confidential is a top priority for us.”
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