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Laserfiche Transforms Orano Operations with Records Management and Process Automation

SITUATION

• Hundreds of records created weekly
• Storage requires complex compliance requirements
• Manual processes led to bottlenecks, errors and delays

RESULTS

• Standardized transparent records management enabled faster document retrieval and enhanced regulatory compliance
• Laserfiche automated workflows accelerate processes and increase productivity enterprise-wide

Orano is a recognized international operator in the field of nuclear materials. The company’s offerings include products and services throughout the entire fuel cycle, including the design, certification and production of casks, as well as the associated transport, with the highest level of risk control.  

The company records every aspect of operations, resulting in the creation of hundreds of records weekly, including technical files, purchase orders and contract-related documents. Meanwhile, all documentation goes through constant review and approval, and everything must be stored in accordance with regulatory compliance requirements.

“Because we’re in the nuclear industry, document oversight is extremely important — so we undergo lots of audits and have to be able to find data,” said Gloria St. Denis, records management consultant for Orano. Fortunately, the complex information infrastructure and processing involved with Orano’s daily operations is made simpler with Laserfiche, the company’s records management and forms processing solution. “My background is in records management, however, Engineering is my biggest client at the company. They want to do things that make their life easier. And for a lot of that, there is Laserfiche.”

Since implementing Laserfiche, St. Denis estimates that information management and automated business processes have been made between 10-50% more efficient. In some cases, the impact has been even greater.

“Laserfiche has saved us from a lot of issues and errors,” she added.

Building a Single Source of Truth

Laserfiche serves as the content repository for some of Orano’s most important information. The standardization that Laserfiche has provided solves a number of information management headaches for St. Denis and the organization, such as:

  • Inconsistent metadata: Lack of standardized data entry practices can make searching for specific documents difficult
  • Version control issues: Multiple copies and versions of documents lead to confusion and potential use of outdated information
  • Process fragmentation: Manual processes for document submission and retrieval delay workflows

Due to the sensitivity and importance of the company’s products and services, the organization requires all information that is defined as a record to be held in dual storage. This includes the Orano Policies and Procedures System (PoPS), which Laserfiche keeps up to date with the latest versions of documents.

“We use transparent records management to manage PoPS, so that those who manage the procedures and policies can see the history of the information, but the rest of the organization only sees the latest and greatest version,” St. Denis explained.

Beyond PoPS, Orano uses Laserfiche to manage information and streamline processes in other areas of the business, including:

  • Cost control
  • Document and records management
  • Engineering
  • Fabrication project management
  • Information services
  • Licensing
  • Procurement
  • Project management
  • Quality services

Simple online forms now enable employees to submit a new record, to which a standard template and metadata are applied. Additionally, Laserfiche’s OCR capabilities support the system’s abilities to provide the information that people need with a simple text search.

“Laserfiche does a great job of OCR,” St. Denis added. “It captures all the information we need from the documentation, making it easier for people to find what they’re looking for.”

As a result, staff can now find any engineering record, design record, purchasing record or any other customer or vendor documentation in just a few keystrokes, regardless of the information’s origin. To make information searches even easier, St. Denis has set up customized webpages and search forms using Laserfiche.

“With a transparent records management strategy, we’re going beyond thinking of Laserfiche as just a place to put electronic documents,” St. Denis said. “We organized and standardized everything. That made it simpler.”

Optimizing Information Flow

St. Denis has also introduced process automation to streamline the flow of information and accelerate reviews and approvals.

One of the most impactful Laserfiche solutions has been the Approved Suppliers List (ASL), which was previously managed through a Word document. “We built a Laserfiche Forms process in front, and within 15 minutes, that approved supplier is on the Approved Suppliers List,” St. Denis said. The previously manual, cumbersome process typically took between two to three weeks. “These automated processes enable us to communicate certified suppliers to our organization quicker. Ultimately, we can get back to the client sooner.”

Process automation also extends to the Approved Supplier Maintenance process, better enabling the organization to maintain traceability of documents and any changes, while still supporting the integrity of the ASL.  

Other processes have simplified and accelerated collaboration across the enterprise, even across global regions. The Shipping Release process requires multiple sign-offs on multiple documents — with an average of three signatures per document. Previous to automating, employees would physically walk forms around or send them through email; when signatories were in different countries, delays were not uncommon. “We were able to get the average time it takes to do a shipping release from three business days down to one to two hours,” St. Denis explained.

Similar efficiency gains have been seen in the processes for:

  • Document control
  • Reserving a document number
  • Data update requests
  • Computer program error reporting
  • Design change requests
  • Quality procurement documentation approvals
  • Unplanned design engineering work approvals

Using Laserfiche’s intelligent capture, transparent records management, and complementary process automation capabilities, Orano has seen the benefits of faster information retrieval, enhanced regulatory compliance, and increased productivity across the organization.

For St. Denis, Laserfiche has augmented her ability to support the organization’s business goals. “I love that I — as a records professional — can create solutions and there is a lot less involvement required from IS/IT,” she added.

Take Your Business Operations to the Next Level With Enhanced Lookup Tables

It’s a data-driven world. Laserfiche’s enhanced Lookup Tables take your operations to the next level. 

Lookup table limits have automatically increased for all Laserfiche Cloud customers. Customers who use Laserfiche Cloud to manage thousands of product SKUs and parts lists, medical billing codes, historical customer data points and more are now able to store and leverage even larger enterprise-level data sets with increased lookup table limits.

In addition, these enhancements allow customers to take advantage of real-time data lookups across millions of data points for use in forms and workflows, further enabling your organization to support hundreds of thousands of customers.

Furthermore, these changes increase limits for both numbers of rows within lookup tables, and the number of lookup tables overall.

Limits will be increased automatically according to your license tier. Professional tier customers will now start with a limit of 20,000 rows. Business tier customers will start with a limit of 50,000 rows. Additional add-ons, offering up to 100,000 rows are available for purchase.

An API to manage your lookup table data is also now available. For more details and documentation surround this API, please visit our developer page. 

Why lookup tables? 

With enhanced lookup tables in Laserfiche, you can sync your customer data with Laserfiche to engage them on a personal level.  If you’re in education, healthcare, government, or e-commerce, having immediate access to a customer, student, or patient past activity, historical decisions, and preferences can allow you to tailor how you handle their needs individually, making each interaction more relevant.  There’s a direct correlation between increased satisfaction of your audience when you pull this information in real-time.  For example: 

  • Education – use Laserfiche Forms for your students and automatically look up their course history and documents in real-time, so they can register for courses and ensure needed forms are submitted.
     
  • Financial Services – create workflows that follow up on customer service inquiries, ensure real-time history lookups on phone calls, and use forms that can lookup account history and important documents.
     
  • Healthcare – automatically pull up relevant records and visit history for patients when they fill out form in Laserfiche. Store volumes of medical codes and clinical results data, create workflows based off of patient history and streamline billing processes. 

Improve daily decision making 

In finance, healthcare and manufacturing, understanding trends, predicting behaviors and optimizing resources can be critical to operating effectively. As an example, healthcare providers can make more informed decisions about patient care when they have instant access to medical records and treatment history from an internal operations workflow built on Laserfiche. 

Optimize your supply chain  

Industries dependent on supply chain management, such as logistics, manufacturing and retail, can benefit greatly from real-time lookups. Access things like parts lists, order history and volumes, vendor performance tracking, RMAs and more for better inventory management and more opportunities to improve vendor relationships. 

Provide better customer service

In customer service, nothing is a substitute for real-time data lookups for providing the best experience possible.  Whether it’s customer order status, resolving a customer service issue, call history, and more, instant access to this historical data allows your service representatives to have the best tools available to provide top-notch support. 

Implement predictive maintenance & continuous improvement 

Industries with specialized equipment and machinery, such as aviation and manufacturing, can avoid breakdowns, outages, and downtime with real-time historical analysis, while using workflows to determine maintenance schedules. This proactive approach saves resources and time while creating opportunities to further operational efficiency.  

Get started today 

Regardless of your industry, lookup table improvements can help your organization unlock the power of real-time customer data. Leveraging this data to analyze past performance and identify opportunities to enhance operations can enable your organization to be more responsive, and in turn be more resilient and effective in how it conducts business. In a world where data and measurable metrics are as important as ever, businesses that harness real-time data access in their operations are poised for sustainable success, even in a dynamic business landscape. For more on lookup tables, visit our What’s New page or contact your sales representative for more information. 

How AI can transform a burdensome and complex manufacturing environment

As manufacturers adopt AI, they can expect enhanced efficiency and output and the ability to make more informed decisions and adapt swiftly to market changes.

Hyperautomation is the future

With the business ecosystem operating in a distributed manner, hyperautomation eases the burden that repetitive processes and legacy infrastructure put on an organisation and its resources. 

Monómeros Innovates Accounts Payable and Tackles e-Invoicing Requirements

SITUATION

· Accounts payable relied on manual tasks and data entry
· Looming e-invoicing mandate required the digitization of purchase orders, payment terms and credit notes

RESULTS

· Integrated Laserfiche with SAP ERP to digitize both internal and external invoices and automate invoice processing
· Reduced average cycle time from 72 hours down to 10 minutes
· Improved traceability and compliance, inventory management and sustainability

In 2019, Colombia joined a host of other countries in mandating e-invoicing — an electronic billing approach that requires the digitization of purchase orders, payment terms and credit notes. E-invoicing requirements are becoming more and more common across the globe, with the goal of providing governments a more efficient means of auditing and tax and customs enforcement.

In order to accommodate the coming requirement, the agroindustrial company Monómeros sought a new document management system (DMS) with business process management (BPM) capabilities. “We saw that the versatility and capacity that Laserfiche had as a BPM tool would allow us to keep control of our documents, plus there was traceability that would comply with Colombia’s laws and archival standards,” said Esteban Echeverria, IT superintendent at Monómeros. “Laserfiche is not only a tool that will allow us to keep control of documents, maintain traceability and comply with the rules and archival standards of Colombia, but it also provides a platform that will allow us to automate business processes across the company.”

80% more efficiency in grant approvals process

With Laserfiche process automation and records management, along with an integration between Laserfiche and SAP, Monómeros fulfilled the country’s e-invoicing requirements while also accelerating the accounts payable (AP) process.

Today, the company’s AP cycle has been cut down from an average of 72 hours to just 10 minutes — a 99.77% improvement in efficiency.

The Seeds of Innovation: ERP Integration

Monómeros is a large agroindustrial company with an important role in supplying the necessary fertilizers for some of Colombia’s most important crops, including potato, coffee and palm. With a history dating back to 1967, the company has undergone a number of modernization initiatives for a more efficient, agile enterprise.

Accounts Payable (AP) is one area where the organization has seen tremendous impact. With thousands of invoices needing to be processed per month, manual tasks — such as data entry, inventory management, and data verification — can delay critical operations at any organization, causing missed deadlines and challenges in vendor and customer relations.

At Monómeros, the invoicing process relied on manual tasks and mailing invoices between staff and geographic locations.

“During the COVID-19 pandemic, invoices had to be manually assigned to each analyst and physically sent to them to be managed in our ERP,” said Carlos Daniel Machado, head of accounts payable at Monómeros. “Cycle times from when invoices were received reached up to 72 hours. We needed to optimize the process and reduce cycle time.”

On top of this, the Monómeros team needed to consider the e-invoicing requirements that would become compulsory for businesses in 2020. This perfect storm led them to Laserfiche, which was implemented with support from Colombia-based Laserfiche solution provider Gestech.

“Laserfiche offered a balance between all of our considerations, including cost, functionality, business process management (BPM) capabilities, a good user experience and local support with Gestech,” said Echeverria.

The goal was to digitize and optimize the process to increase efficiency and reduce costs; improve visibility and control; and strengthen business relationships.

To tackle the challenge, the Monómeros and Gestech teams created a Laserfiche workflow designed with four stages and integrations with the company’s SAP ERP software.

  1. 1. Invoice acquisition: Once received, invoices are digitized and indexed in Laserfiche. Laserfiche matches the supplier data to the invoice metadata, then routes the invoice to the accounts payable manager.
  2. 2. Assignment: Once the AP manager receives the invoices in Laserfiche, they assign them to the appropriate AP analysts.
  3. 3. Invoice entry: Analysts receive and review invoices in Laserfiche, which queries invoice tracking numbers that have been entered into SAP.
  4. 4. Payment: Payments are carried out in SAP, which queries payment proposal numbers associated with the invoices and relays them to Laserfiche. Payment numbers of paid invoices are also relayed to Laserfiche and recorded in invoice metadata.

The process not only applies to external invoices, but also to internal ones having to do with reimbursing employees.

“In the case of employee reimbursement, they file their request through a Laserfiche form and attach all necessary documents, and that generates a digital filing through Laserfiche in a matter of seconds,” said Machado.

Ripe for Digital Transformation

With this solution, Monómeros has been able to reduce the average cycle time from 72 hours down to 10 minutes. With an average of 1,500 invoices per month, Monómeros has seen a huge impact on overall time and cost savings. As added benefits, Monómeros has improved traceability and compliance, inventory management and sustainability.

“Not only have we been able to improve compliance practices and optimize processes with Laserfiche process automation, but we have also enhanced customer service and their overall experience.”

Carlos Daniel Machado, Head of Accounts Payable, Monómeros

“We are now working on an integration between Laserfiche and our vendor bill reception process. Every business process that needs to be automated or integrated with our content we see as in the scope of Laserfiche’s capabilities. This makes us excited for all of the future possibilities.”

Accelerating Manufacturing Excellence: Unleashing AI for Seamless Operations and Safety

AI Revolutionizing Manufacturing: Streamlining Workflows and Empowering the Workforce

According to recent Laserfiche/SME research, one-third of respondents are experiencing work delays a few times a week across various processes in operations. This leads to countless hours wasted by employees fulfilling administrative tasks manually across engineering, operations, sales, quality, shipping release and more.

Amidst these challenges, the manufacturing industry is on the cusp of a significant transformation driven by artificial intelligence (AI) and machine learning (ML). AI is poised to become a critical factor for manufacturers, streamlining processes, reducing delays and addressing concerns around costly compliance documentation.

AI’s Impact Across Manufacturing

  • Enhanced Efficiency: From sales and supply chain management to quality checks and inventory control, AI can streamline complex processes, predicting potential issues and ensuring timely delivery.
  • Data-Driven Decision Making: AI analyzes vast amounts of data, enabling organizations to make informed decisions about production, resource allocation and future planning. Proactive maintenance, for example, can be implemented to prevent equipment failures and minimize downtime.
  • Improved Compliance Management: AI automates data capture and document management, ensuring adherence to regulations and simplifying audits.

The Future of Work: Humans and AI as Partners

While some may fear job displacement due to AI, the reality is that AI will empower the human workforce. Here’s how:

  • Focus on Strategic Tasks: AI will handle repetitive tasks, freeing up human employees to focus on higher-level activities that require creativity, problem-solving, and strategic thinking.
  • Upskilling and Reskilling: As job roles evolve, there will be a growing demand for workers with skills in data analysis, AI implementation and human-machine collaboration.

Challenges and Solutions

  • Lack of Standardization: AI can streamline data processing and address compliance challenges by tackling inconsistencies in documentation.
  • Workforce Concerns: Transparency and open communication are crucial to address workforce anxieties about AI. Training and development programs will equip employees with the skills to thrive in an AI-powered workplace.
  • Uncomplicate Compliance: AI-powered tools can streamline records to ease compliance tasks for humans to reduce errors and boost confidence in information governance strategies.

AI in Action: Real-World Benefits

  • Reduced Operational Costs: AI automates tedious tasks, minimizes human error and streamlines workflows, leading to significant cost reductions.
  • Improved Productivity: By eliminating bottlenecks and delays, AI empowers a more productive workforce and fosters collaboration across departments.
  • Enhanced Data Management: Real-time data capture and analysis provide valuable insights for better decision-making and future planning.

Conclusion

Embracing AI is no longer optional for manufacturers seeking to stay competitive. By leveraging AI’s capabilities, manufacturers can streamline operations, empower their workforce and navigate the ever-evolving landscape of digital transformation.

Watch our webinar, “Accelerating Manufacturing Excellence: Unleashing AI for Seamless Operations and Safety” to explore the latest advancements in technologies that minimize work delays, streamline reporting processes, and establish a robust repository for seamless operations: AI, machine learning, process automation, and process integrations.


Cost-Efficiency, ML and Interoperability — Laserfiche Predictions for Manufacturing and Healthcare in 2024

At Laserfiche we’re always looking forward. We also know that industries like manufacturing and healthcare are continuously searching for new ways to address their industry’s unique challenges.

That’s why in the new year, we asked one of our resident industry experts — Grace Nam, Strategic Solutions Manager: Manufacturing and Healthcare — to make predictions about what innovations and ideas healthcare organizations and manufacturing firms are going to prioritize in 2024.

Healthcare organizations will leverage new technologies to innovate and reduce costs:

  • Trends in healthcare technology in 2024 will heavily focus on cost-effective solutions, specifically in Finance/RCM areas, to drive operational efficiency and increase workforce satisfaction.  AI-enhanced workflow tools will be used to enhance existing processes and better leverage data to become more efficient and solve legacy industry challenges such as staffing burnout and the lack of harmonization for healthcare operations.

  • Interoperability and artificial intelligence will play a large role in the innovation of healthcare technology in 2024 and will be necessary to control the rising needs in healthcare data management and analytics, specially in the clinical field. By allowing AI-enhanced workflow, organizations can implement better data exchange between processes and immediately deliver results in cost and time savings, while significantly improving staff and patient satisfaction.
     
  • AI tools will be utilized to enhance current healthcare technologies, further expand the capabilities of automation and streamline day-to-day operations. As personal value-based care will continue to grow in 2024 and it will be critical for healthcare providers to create digital access to support in-person and telehealth visits in order to maximize outcomes for both healthcare organizations and patients while driving consistent operational efficiency. 

Manufacturing will utilize AI and other technologies to achieve improved interoperability:

  • In 2024, more manufacturing companies will integrate artificial intelligence and machine learning to address high-cost functionalities with compliance documentation and interoperability issues between software and technologies. By utilizing process automation and enhancing data processing speed, manufacturers can increase operational efficiency and reduce costs with improved systems while achieving business agility and scalability. 

  • We can expect greater adoption of digitization and process integration by manufacturers in 2024. These solutions will allow manufacturers to make critical decisions in a timely manner, prioritize high-cost challenges, and control compliance. Additionally, more manufacturers will make significant investments in AI, ML and integrations in order to address delays in production, document and data control, inventory management, inspection and shipping. 
  • Manufacturing enterprises are often vast and complex, and in 2024, data exchange and management will be crucial in achieving interoperability. By efficiently using and processing data through the power of automation, manufacturers will be able to create a work environment that not only encourages employee productivity but attracts younger generations of talent. Using digital tools to move data more seamlessly throughout manufacturing systems will be key to boosting ROI in 2024.

Start your digital transformation journey

Want to make an innovative start to 2024? Check out the following resources to learn how ECM can be your organization’s key to newfound efficiencies this year.

Schedule a personalized Laserfiche demo

A complete ECM solution like Laserfiche can help organizations across industries dramatically improve the efficiency of its business processes. See first hand how Laserfiche can be your solution and schedule a demo.

Discover powerful solutions on the Laserfiche Solution Marketplace

Some of the more robust ECM systems, including Laserfiche, offer marketplaces for process templates that organizations in a variety of industries, including manufacturing and healthcare, can use to jumpstart digital transformation initiatives. To learn more about the Laserfiche Solution Marketplace, watch the video below:

 

Gain new insights with our latest industry white papers

Check out this healthcare industry whitepaper to learn more about the role intelligent automation is playing in the industry.

In addition, our manufacturing whitepaper can be a useful resource for firms looking to further protect their production pipelines from disruptions.

Check out the G2 Grid® for Enterprise Content Management (ECM)

Comparing ECM systems? Compare the top vendors in the space with the G2 Grid® for Enterprise Content Management (ECM):

G2 Grid® for Enterprise Content Management (ECM) Systems

Manufacturers Challenged with Manual Operations and Work Delays, According to SME and Laserfiche Study

Increasing overall process effectiveness and enabling data-driven decisions are top priorities for organizations’ digitization journeys.

LONG BEACH, CALIFORNIA, Dec. 12, 2023 — New research by SME and Laserfiche — the leading SaaS provider of intelligent content management and business process automation — finds that the manufacturing industry continues to rely heavily on manual processes while experiencing work delays in a number of key areas.

The study surveyed over 300 manufacturing professionals employed with organizations with 101 or more employees. Only a third of respondents reported that their facilities had completely automated operations related to equipment capacity utilization (30%), sales sheets/documents (27%), quality management (24%), and inspection sheets (24%). Meanwhile, the majority of respondents experience work delays related to inventory data (62%), manufacturing throughput times (62%), equipment effectiveness (62%), and equipment capacity utilization (60%).

“Overall equipment effectiveness and throughput determine a manufacturing facility’s ability to compete in today’s market,” said Grace Nam, strategic solutions manager, manufacturing, at Laserfiche. “As the report shows, manual processes and unstandardized external and internal communication methods that require various documents and records are still driving most manufacturing operations. This approach can have a negative impact on equipment availability and performance, as well as lead time to customer.”

Results also revealed that increasing overall process effectiveness and enabling data-driven decision making are top priorities for organizations as they consider the next steps in their digitization journeys. In many respondents’ technology plans were AI (56%), cloud computing (52%), and document and records management (47%) initiatives.

“There is incredible opportunity for manufacturers who focus on digitizing paperwork and automating operations,” Nam added. “By embracing digital compliance document and records management, developing a standardized system to improve processing time, and fostering interoperability with metadata management, companies can unlock new efficiencies, reduce costs, and get ahead of the competition. Additionally, advancements in AI and cloud computing will accelerate digital transformation in the industry, meaning investments in digitization and automation are more important than ever before.”  

Additional findings in the report include:

  • High cost of compliance — Over 40% of respondents indicated that the top challenge for their organization is the high costs associated with compliance documentation. With new requirements being introduced constantly, industry-specific requirements to manage, plus various regulation changes based on region and country, those costs are likely to grow unless organizations implement solutions to automate and streamline compliance processes.
  • The enterprise content management (ECM) advantage — Among current users of ECM systems, almost all respondents (96%) indicated that they are somewhat to very satisfied with the return on investment their system provides. The result reveals the highest level of satisfaction with ROI across systems used in manufacturing — however, only 15% of respondents report using ECM, suggesting significant opportunity for organizations that adopt ECM and its benefits.

“It’s clear from these results that there is significant room for the industry to increase their competitiveness and efficiency by modernizing their processes and transitioning to smart manufacturing technologies,” said Dave O’Neil, vice president, media, at SME. “By sharing these results, SME can continue to help support companies through this transition to ensure a robust future for North American manufacturing.”

To download a copy of the Laserfiche and SME research report, click here.

To learn more about Laserfiche solutions for the manufacturing industry, visit https://www.laserfiche.com/solutions/manufacturing/.  

About Laserfiche

Laserfiche is the leading SaaS provider of intelligent content management and business process automation. Through workflows, e-forms, document management and analytics, the Laserfiche® platform centralizes data and many types of documents from across the organization and streamlines critical business processes that impact organizational growth and productivity in core functions such as sales, engineering, operations, accounting and more.

For over 30 years, Laserfiche has served organizations in highly-regulated manufacturing industries — including aerospace and defense, gas and oil, industrial, food and beverage and more — to simplify data- and content-driven business processes, supporting quality management and document control, compliance, organization-wide information governance and digital resilience. Today, Laserfiche’s cloud-first approach incorporates machine learning and AI innovations, and supports integrations with technologies like enterprise resource planning (ERP), supply chain management (SCM), customer relationship management (CRM) and more to drive enterprise-wide digital transformation.

Learn more at https://www.laserfiche.com/solutions/manufacturing/

About SME

Established in 1932 as a nonprofit organization, SME represents the entire North American manufacturing industry, including manufacturers, academia, professionals, students, and the communities in which they operate. Together we share one common belief: Manufacturing holds the key to economic growth and prosperity. SME accelerates new technology adoption and inspires and builds North America’s talent and capabilities in order to advance manufacturing as a diverse, thriving and valued ecosystem that drives competitiveness, resiliency and national security. We believe in technology’s power and humanity’s innovation to advance our society and meet many national challenges. We design new ways to understand and solve problems, and our solutions advance the next wave of innovation and growth. Learn more at SME.org, or follow SME on X/Twitter, LinkedIn, Facebook and Instagram.