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.
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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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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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Running smarter sometimes means pacing yourself.

That’s the lesson from 2008 Run Smarter Award winner Thurston County, WA. Until implementing Laserfiche in 2007, the rustic county, peppered as it is with forests and Puget Sound waters, was beset with what could best be described as information management logjams.

But in less than two years, Thurston County has evolved its use of Laserfiche from a pilot project handling backlog conversion to the backbone of a department-by-department phenomenon. In short, Thurston County has realized the very essence of what it means to Run Smarter.
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Toolkit 8 has been released and is now ready for download from the Support site.

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We have just added to our Laserfiche software Audit Trail-Advanced, Integrator’s Toolkit, Quick Fields and several of its components (such as Pattern Matching) for our sheriff’s office and a new repository for our County Counsel.

I am very excited about Audit Trail. It will not only allow us to track who is doing what in Laserfiche, but also to add the watermarks to the printed and e-mailed documents that we have been needing desperately. As a District Attorney’s office, having the correct information on the document (like when it was printed) can be very helpful when you’re going to produce documents for discovery.

I now have a new goal. That is to learn SQL 2005 Reports so I can actually write reports for the Audit Trail…Always something new to learn.

Suzanne Brean

Linn County District Attorney’s Office

Linn County, Oregon

When Commonwealth Financial Network of Waltham, MA, the nation’s third-largest privately-held broker-dealer, decided to adopt a standardized document management system for its 1,000 financial planners from coast-to-coast, it put its reputation as a technology leader on the line.

But after a 12 month review of 32 software packages, Michael Sundberg, Commonwealth’s Due Diligence Officer, recommended Laserfiche to CIO Ed Bell, and the solution has been working well ever since. Full story »

Rigorous auditing and regulatory mandates required a reliable, transparent solution for tracking and managing records. And a premier financial firm like Geneos couldn’t afford any obstacles to sharing critical information across 60 branch offices and as many as 150 remote locations. Geneos needed a system that could keep up with its success, tracking and exchanging thousands of records and documents. Full story »

Since 1983, JJ&R Medical Data Systems, Inc., (MDS) has provided billing and collection services to healthcare providers ranging from hospital emergency departments to urgent care centers. Working through two divisional offices in Rancho Cucamonga, CA, and Baton Rouge, LA, MDS bills more than 60,000 patient accounts monthly.

Processing the thousands of paper documents associated with these accounts, however, was limiting MDS’s productivity. “We needed a system to provide three key features: security, accessibility and accountability,” says Solutions Architect Matt Brown. “We also wanted to cut down on paper-related costs. We spent the better part of a decade looking for a system that could accomplish all these goals.” Full story »

Like many organizations, Blue Earth County, MN, implemented digital document management with a number of goals in mind, from streamlining business processes to promoting greater collaboration between staff members and departments. According to IT Manager Charlie Berg and Network Administrator Denise Grossmann, the county’s success in achieving these goals is primarily due to one factor—close cooperation between the county’s IT staff and the system’s users at each stage of the implementation process. Full story »

Among city staff in Alexandria, Virginia, the Laserfiche® imaging team is the most popular crew in town. Says Applications Division Chief Judy Milligan: “Departments are standing in line to come onboard with Laserfiche. We asked Laserfiche to send us some shirts with their logo, so everyone would know we’re on the imaging team. And they sent them to us, too.” Full story »

Sean O‘Reilly, System Administrator for Geneos Wealth Management, likes the Laserfiche Institute Conference because it‘s not just for novices. Although there are plenty of sessions for beginners, the conference also offers the highly-technical sessions that help veteran users get more from their systems.

“I attended the Toolkit sessions almost exclusively, and they had a lot to offer,” O‘Reilly explains. “After the sessions, I was able to meet and speak with the software developers. I really liked how accessible they were.” Full story »

Cliff Thomas, Imaging Systems Analyst, City of Wichita, KS

After the City of Wichita had been using Laserfiche for about four years, staff from the IT department met with police records staff to discuss new ways of using our system to provide more innovative public service. We decided to start by putting traffic accident reports online. Full story »