Posts Tagged ‘integration’
December 22nd, 2009 by Meghann Wooster
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 »
Tags: A/P, A/R, Agile ECM, auditing, branch automation software, branch management, business continuity planning, commerical loan department, community bank, consumer lending, customer lending, disaster recovery, EZTeller, FDIC, human resources, integration, new accounts, ROI, security, tellers
Posted in Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
December 17th, 2009 by Meghann Wooster
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 »
Tags: ArtWorks, chart management, EMR integration, EOB management, Healthcare, Hybrid EMR, Integramed, integration, ROI, TKB Associates
Posted in Healthcare, Healthcare Newsletter, Newsletters | Be the first to comment »
December 9th, 2009 by Hobey Echlin
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 »
Tags: accela integration, agenda management, Enterprise, fleet management, FOIA, GIS integration, infrastructure management, integration, Intergraph public safety system, law, law enforcement, Local Government, open records requests, permitting, records management
Posted in Customer Stories, Government Newsletter, Municipal Government, Newsletters, State and Local Government | Be the first to comment »
November 13th, 2009 by Hobey Echlin

In most industries, being unable to access the right information can be costly and inefficient. But in law enforcement, it can be inconvenient—even deadly.
“Officers respond to calls uninformed of safety precautions,” says Elk River, MN Police Chief Jeffrey Beahen bluntly. “They’re on the scene without knowing if the suspect has any violent history, if they own any guns – nothing.” Once back at the station, he says, the real work began – only it wasn’t exactly police work.
Full story »
Tags: capture, case management, case paperwork, Excellence in Information Technology award, field access, integration, interagency collaboration, international, International Association of Chiefs of Police, law enforcement, Law Enforcement Technology Group, police, RMS, ROI, tickets
Posted in Customer Stories, Justice Systems, Law Enforcement | Be the first to comment »
November 13th, 2009
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 »
Tags: capture, integration, Laserfiche SDK, Laserfiche Toolkit, Lotus Notes/Domino, PDP, Quick Fields, user groups
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
November 12th, 2009 by Meghann Wooster
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.”
Full story »
Tags: Add new tag, case management, conversion, county IT, courts, integration, Local Government, migration, probation, standardization, video arraignment
Posted in County Government, Customer Stories, State and Local Government | Be the first to comment »
October 28th, 2009

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 »
Tags: ACT!, audit preparation, Audit Trail, compliance, integration, SEC regulations
Posted in Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
October 19th, 2009 by Meghann Wooster
We’ve all seen them: the young man suffering from his first bout of bipolar mania—paranoid, delusional and unable to sleep; the 40-year-old veteran, injured in Iraq, addicted to painkillers and living on the streets; the single mother with schizophrenia—abused, uneducated and unconvinced that antipsychotic drugs will ease her pain.
For the people who struggle with these issues in southeast Texas, Spindletop Mental Health Mental Retardation (MHMR) Services has the resources to support their recovery and relieve their distress. But with over 8,000 patients every year and upwards of 400 employees, Spindletop’s ability to respond promptly to records requests—and, by extension, to patients—was being compromised.
Full story »
Tags: Agile ECM, case management, content management, integration, intranet, LFSPI, Microsoft, security, sharepoint, SharePoint 2010
Posted in Customer Stories, Healthcare | Be the first to comment »
August 17th, 2009 by Melissa Henley
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 »
Tags: Advent Axys, asset management platform, Avante, business process management, client account activity monitoring, CRM, Customer Relationship Management, financial advisors, Financial Services, integration, Junxure, RIA, ROI, trade approval monitoring, Workflow
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »
August 5th, 2009 by Hobey Echlin
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 »
Tags: agenda management, Enterprise, Finance Department, implementation, integration, records management
Posted in Customer Stories, Government Newsletter, Municipal Government, Newsletters, State and Local Government | Be the first to comment »
July 31st, 2009 by Hobey Echlin
“We have a fiduciary responsibility to get value from tax dollars,” says Captain Blakely of the Riverside, California Police Department. For the past decade, Riverside has increasingly turned to information management technology, emerging as a model of public efficiency, especially these days.
As Roz Vinson, Police Records and Information Manager puts it, “I’m short 10 bodies – that’s where we are right now. Where can I work smarter? If we only have to touch something once, that’s progress.” Full story »
Tags: advanced audit trail, COPS MORE, funding, grant writing, integration, law enforcement, records management
Posted in Customer Stories, Law Enforcement | Be the first to comment »
June 3rd, 2009
Does a municipality have to be large to realize the benefits of sophisticated software like geographical information systems (GIS) and digital document management?
“The answer in our case is absolutely not,” says Renee Geyer, City Clerk of this farming community in Western Kansas with a population of 1,700. “These tools enable us to serve our constituents much more effectively.” Full story »
Tags: GIS, GIS integration, grant writing, integration
Posted in Municipal Government, State and Local Government | Be the first to comment »
April 6th, 2009 by Hobey Echlin
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.”
Full story »
Tags: county clerk, county IT, courts, Enterprise, integration, Justice of the Peace, Laserfiche Toolkit, Local Government, microfilm, records management, ROI, tax assessor
Posted in County Government, Courts, Customer Stories, Government Newsletter, Justice Systems, Newsletters, State and Local Government | 2 Comments »
March 30th, 2009 by Melissa Henley
The Challenge
The strict oversight of the Isle of Man Government’s Financial Supervision Commission (FSC) means that independent financial advisers require a secure, enterprise-wide platform for tracking and managing both paper and electronic records. Proliferating work process documents, extensive audits and strict records-retention rules leave many financial services firms struggling to maintain productivity in a highly-competitive industry.
For Jon McGowan, managing director of MAC Financial, these challenges multiplied with his business’s increasing success. With three major acquisitions in three years, McGowan and his staff were dealing with more customers, more work and significantly more paper. They needed a solution that would not only organize their records, but would also assist them in following compliance directives. Whatever solution they chose had to have enterprise capabilities, be able to manage a large volume of documents and integrate with their customer relationship management (CRM) system to enable fast, efficient and flexible client service.
It took less than half a day for MAC Financial to implement a Laserfiche solution, enabling instant document retrieval and freeing up an entire floor of office space. Now, MAC Financial runs more efficiently, saving time, money and staff resources while increasing revenue.
Full story »
Tags: financial advisors, Financial Services, integration, UK
Posted in Customer Stories, Financial Services | Be the first to comment »
March 16th, 2009 by Melissa Henley
“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.
Full story »
Tags: compliance, financial advisors, Financial Services, integration
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters | Be the first to comment »