How Halquist Stone’s Automated Processes Created a Culture of Efficiency

Halquist Stone is one of the largest stone quarries in the Midwest, manufacturing and selling natural stone products nationwide. The company’s expertise spans materials used across all types of residential, commercial and landscaping projects—from the walls of castle-inspired homes to rocks that populate zoo habitats.

Generating sales orders for the organization’s diverse range of products requires the cooperation of several departments, which are often spread across seven geographically separated manufacturing facilities.

Out of the Stone Age

“Our old sales order process really came out of the ’50s,” says Wade Balson, CFO at Halquist Stone Co. Employees used carbon paper to make copies that then had to be sent to manufacturing, distribution, sales and accounting to be processed. “The supervisors at all the different locations were spending two to three hours a day manually inputting data—that left them 15 hours a week off of the manufacturing floor, where they need to oversee the product actually being made, making sure it’s getting done correctly, making sure people are doing their jobs.”

In order to continue serving a growing customer base across the country, the company needed to reclaim supervisor time.

Into the Future

Halquist Stone used Laserfiche to automate the sales order process, eliminating manual data entry and the many spreadsheets that previously burdened supervisors. Supervisors now enter orders on iPads, and information is automatically routed to the relevant departments to be processed. Additionally, customers can easily change or cancel orders via an online Laserfiche form, and supervisors can see the change or cancellation immediately after it is submitted.

Balson estimates that the company saw a return on its Laserfiche investment in under a year of using the software. “ROI numbers just skyrocketed from there,” Balson adds. “Now we’re automating more processes with Laserfiche, and finding more ways to use it. That just increases my return exponentially.” Benefits include:

  • Supervisors save between two and three hours a day, adding up to about $115,000 of savings
  • The company’s processes are more transparent, improving accountability
  • Employees can immediately find information when needed

“The more that we’re embracing it, the faster and better everybody’s going to be,” Balson says. “It’s completely changed the entire culture of our company.”

CIRCOR Pibiviesse

CIRCOR Pibiviesse Creates Enterprise-wide Efficiency

Headquartered in Milan, Italy, CIRCOR Pibiviesse designs and manufactures state-of-the-art valves for cryogenic, high temperature and subsea applications.

With three manufacturing facilities, year-long production cycles and more than 400 compliance standards to adhere to, CIRCOR Pibiviesse put a focus on reengineering its operations.

“We needed to give management better visibility into the status of the production cycle,” says Continuous Improvement Manager Ivan Fantin. “Customer requirements are also increasing in our industry, which makes compliance more and more challenging each year.”

Many of Pibiviesse’s transparency and compliance challenges resulted from creating databooks—documentation containing hundreds of pages of materials certifications, product drawings, internal procedures and more. Without a completed databook, Pibiviesse’s valves cannot pass industry inspections and be activated at a plant.

“These documents are compiled throughout the lifespan of a project, which may last from six to more than 18 months,” says Fantin. “You can imagine how many logistical challenges this creates for a company with so many employees and departments.”

Pibiviesse turned to Laserfiche to gain visibility into its operations and comply with stringent manufacturing standards. One of the benchmarks for the software was whether or not it could improve the firm’s on-time delivery rate of databooks.

Enterprise-wide Transparency

The first order of business for Pibiviesse was making sure its employees, departments and facilities were on the same page regarding the status of pending projects and the availability of valve documentation.
With Laserfiche, the firm achieves this goal by:

  • Storing all documents related to valves in a centralized, digital repository
  • Creating order status reports to identify production delays
  • Providing mobile devices to staff in the field, so they can instantly respond to time-sensitive production tasks

For example, Pibiviesse uses Laserfiche to make sure the tools used to measure valves are regularly calibrated. As a tool approaches its expiration date, the system automatically emails a reminder for the specialist to calibrate the tool, which helps avoid manufacturing delays and liability from faulty valves.

“With Laserfiche, we’ve implemented an efficient process that ensures follow up at different levels of the enterprise and stages of the production process,” says Fantin. “The flexibility of the software allows us to monitor and control our business processes while better serving our customers.”

One System Satisfies 400 Standards

Pibiviesse hoped to leverage its newfound transparency to comply with more than 400 industry standards that were notorious for halting the production cycle.

“We decided to analyze how many different types of documents the customer normally requires, and we came up with about 200,” says Fantin. “Those different document types became our basis for building new compliance processes.”

Pibiviesse used its list of required documents to build checklist templates in Laserfiche, so the system can easily identify documents that are required to fulfill a customer order.

For instance, Laserfiche ensures that suppliers provide required certificates every time materials are delivered by:

  • Monitoring the receipt of materials as they enter a facility
  • Cross-referencing incoming materials with a list of existing materials certificates
  • Generating a daily to-do list to gather missing certificates

The improved compliance process ensures that materials certificates are accessible across the enterprise and electronically delivered to the customer before a valve is delivered to a plant.

“We had documentation on-time delivery rates in the range of 30-40% before changing our processes with Laserfiche. Now we are proud to say that we have reached 100%,” says Fantin.

As a result of this improvement, Pibiviesse has dramatically increased customer satisfaction and minimized regulatory penalties incurred from databook delays.

Creating a Culture of Efficiency

Pibiviesse plans to continue using Laserfiche as the foundation for operational efficiency and compliance, which Fantin believes must happen through effective change management.

“Business process reengineering is a top-down process,” Fantin says. “Nothing will change if management simply decides on some new strategies for the future. They have to go to where things happen, show leadership and involvement to the staff and drive people toward the new processes.”

As Pibiviesse continues to help its employees become more efficient with Laserfiche, it has advice for other organizations seeking to do the same.

“Start by focusing on your processes—not the functionality you need to improve them,” Fantin says. “We took a close look at our processes and that’s why we were able to gain the maximum benefit from our Laserfiche implementation.”

The DCD Group

An international engineering company headquartered in South Africa, the DCD Group is comprised of 12 business units in four different divisions: rail, mining and energy, marine and defense, with some companies in the group having been in operation for over 100 years. As a highly respected industry leader, DCD is always looking for innovative ways to provide top engineering services.

Dawie Marais, General Manager Support Services, had a vision to find an enterprise content management (ECM) solution that would eliminate administrative lags, improve the efficiency of business functions and add true value to the company. “It just made sense from a cost, support and maintenance standpoint to choose one ECM system that has flexible business process management tools that could be deployed in all our departments,” explains Marais.

Having one comprehensive solution like Laserfiche meant that we only have one system to oversee. We could cut down on the need for support, eliminate the extra time spent on overlapping systems, increase staff’s productivity and allow information accessibility throughout the enterprise—it was the most cost-effective choice.

Streamlining HR, saving $150,000 per year

The same contract employee may be re-hired up to four times a year at DCD’s Marine Division, depending on the amount of projects and the different skills needed at specific stages of each project. Over a short period of time, DCD’s contract staff can fluctuate between 300 and 2,500 employees, with most contracts lasting 90 days or fewer. Each year, 2,000 to 5,000 contracts are processed.

The huge amount of records associated with hiring and managing this temporary staff created a time-consuming and difficult administrative workload for HR staff. “Before implementing Laserfiche in our HR department, onboarding a new employee took 45 minutes,” Marais says. “Now, it only takes 15! Having Laserfiche has empowered our staff and made their work so much more efficient. They no longer have to search through stacks of employment records just to find something—all the files are now digitized.”

By using Laserfiche Forms and Laserfiche Workflow, the HR department was able to reduce the steps in the onboarding process for both staff and applicants.

  • The need for printing multiple paper documents was eliminated as applicants can use Laserfiche Forms to enter their information on a computer at the HR office.
  • Populated forms are directly routed into the Laserfiche repository by Laserfiche Workflow.
  • For new contracts, new folders are automatically created. For re-hired employees, existing folders are located and automatically updated, reducing the risk of errors and centralising the data.
  • To simplify change management and improve staff adoption, HR staff continued work from their existing human capital management system. Laserfiche is integrated into the back-end to help minimise time-consuming and manual administrative work.
  • Employee records are digitised and scanned into Laserfiche, freeing up physical storage space.
  • Authorised personnel are granted appropriate access to employee records, improving the flow of information.

With Laserfiche, we speed up our employment process, saving at least $150,000 a year and reducing administrative work by 50%,” Marais explains. “HR staff at DCD Group feel empowered by Laserfiche—it lifts a lot of pressure off our staff. There were minimal disruptions during the implementation since we could retain the familiar user interface; there were no additional username and passwords to remember; employee records are all scanned, making searches simple; and all employee details are now secure and in one, easy-to-find location.

Making purchase requisition paperless from start to finish

Before implementing Laserfiche, purchase requisition at DCD Group was a paper-based process, where employees manually searched for expense codes and descriptions before filling out each request by hand. This process was prone to mistakes; hand-written requests were difficult to read, and there were a lot of easily damaged paper documents. The approval process was also time-consuming, as the employees had to physically track down the appropriate manger to get approval.

Using Laserfiche Workflow and Laserfiche Forms, DCD Group succeeded in making the entire purchase requisition process paperless, increasing efficiency and productivity. Thomas Matthee, Manager Systems Development and Implementation, adds, “Laserfiche simplified the purchase requisition process. Staff used to have to run around trying to find the right person for authorisation. Sometimes the managers just weren’t available and there were times where the requests didn’t even get looked at or they got lost. Now, everything is transparent.”

The new, streamlined purchase requisition process works as follows:

  • Requests are now made through Laserfiche Forms, where departments and expense codes can be easily selected through drop-down lists, reducing administrative work and minimising errors.
  • Laserfiche Workflow sends the appropriate manager a notification of the request and directly routes the populated forms for approval.
  • Once approved, the workflow will automatically route the request to completion.

Matthee notes, “I would estimate a minimum of 15 minutes per requisition is saved by using Laserfiche, boosting staff productivity. Employees now spend less time on administrative tasks, and they don’t have to file extra paper work or worry about lost documents. With Laserfiche, automating business processes is so easy.”

Producing efficient and compliant project documentation

For the manufacturing process in the mining and rail sectors, mandatory certifications are done through the submission of data packs, which contain testing information, documents, welding certificates, drawings, and quality assurance information. It was a constant challenge to manage the data packs, which could involve anywhere from five to 50 boxes—all ordered by date and free of duplication.

Before we implemented Laserfiche,” says Marais, “the administrative work involved was a nightmare to handle. It was difficult to keep track of the versions of the documents and also the duplications. And once we’d organised the paper documents, we’d have to send all of the boxes over to our clients. There was too much room for error and damage during the whole process.

He explains that DCD Group needed to find an ECM solution that would meet the company’s stringent quality assurance standard while decreasing the administrative burden placed on employees. “Today, all data packs are submitted electronically, which increases document security while decreasing costs. We also have a check in/check out process where only one copy of the most up-to-date document is stored in the Laserfiche repository and only one person can update it at a time,” says Marais. “By digitising and automating this process, we’ve improved productivity and boosted staff morale.”

Driving efficiency across the organisation

Marais particularly appreciates that Laserfiche is not limited to one department. “Laserfiche’s deployment flexibility made it easy for us to implement it in multiple departments, including Human Resources, Sales and Marketing, Quality Assurance, Scheduling, Project Management, Planning, Buying, Finance and Maintenance,” he says. “At DCD Group, we believe it is important not to chase technology but to find a technology that truly adds value to our company. With Laserfiche, we continue to increase our overall operational efficiency and gain more value from the system.”

How the Canadian Seed Growers Association Automated Seed Crop Certification

Contributed by: Doug Miller, Operations Manager, Canadian Seed Growers Association

The Canadian Seed Growers Association (CSGA) processes between 16,000 to 18,000 fields a year to certify crops of 2,000 different varieties and more than 50 different species. Inspecting these crops at the correct stage of maturity each summer has traditionally involved 200 inspectors from 40 different offices of the Canadian Food Inspection Agency over a three thousand mile territory.

Recent budget cuts by the Government of Canada meant that CSGA had only 18 months to replace federal government inspectors with third-party inspectors from the private sector. To effectively manage this major change, the CSGA automated its 109-year-old postage- and paper-based process with Laserfiche.

Legacy paper-based process

Before Laserfiche, the seed crop certification process in Canada involved the following steps:

  • The CSGA office mailed pre-printed application forms to 3,500 seed growers throughout Canada, ranging from family farms to multi-national biotechnology companies.
  • Seed growers completed these application forms and mailed them back to CSGA.
  • CSGA appraisers then reviewed the crop inspection applications for incorrect or missing information.
  • CSGA summer staff members then entered data from the paper application forms directly into a database and printed out three copies each of the personalized crop inspection report forms.
  • These crop inspection reports were then mailed across Canada to 200 seed crop inspector supervisors.
  • After their inspections, seed crop inspectors would complete the paper inspection report, give a copy to the grower and mail a copy back to the CSGA office.
  • When seed crop inspection reports arrived back at the CSGA, they were manually sorted by:
    • Language (French and English)
    • Crop kind (approximately 50 per year)
    • Pedigreed status
    • Variety (approximately 2,000 per year)
  • After sorting, the crop inspection reports were manually reviewed and appraised by CSGA appraisers for compliance with certification standards.

This slow, postage- and paper-based process had negative impact on seed growers. On average, it would take 10 to 15 days for a completed inspection report to arrive at CSGA. With crops harvested soon after inspection, there was an ongoing risk that growers would not be aware of required corrective actions prior to harvest. This could prevent CSGA from certifying the seed crop and cost the grower thousands of dollars in the reduced value of the harvested non-certified seed.

Current Laserfiche process

In 2013, CSGA transformed this outdated process with Laserfiche and a Laserfiche – LincDoc integration.

Presently, applications for crop certification arrive at CSGA in one of two ways:

  • 30% of all applications are now submitted online through an electronic form created in LincDoc.
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    • Once submitted online, the application form is automatically saved in the Laserfiche repository where it awaits review by a CSGA appraiser.
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    • With the help of the Laserfiche SDK, CSGA created an appraisal module to expedite application review. This module allows appraisers to make annotations and minor corrections, which then get passed directly into Laserfiche and the CSGA database.
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  • The remaining applications are still paper. Those are scanned upon receipt with Laserfiche Quick Fields and are processed through the same appraisal module described above.
    • Once Laserfiche Quick Fields processes the applications, summer staff members use a module created with the Laserfiche SDK—a rapid data entry screen—to do data entry. This module uses zoom fields like in Laserfiche Quick Fields.
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Once the applications have been submitted and reviewed by appraisers for incorrect and missing information, Laserfiche Workflow kicks in.

This workflow is actually a Laserfiche Workflow business process that contains an “Accept or Reject the Application” Business Process Step activity. This activity has a due date of two days, after which the status is changed from “On-time” to “Past-due.” There are also instructions provided for seed crop inspectors on how to accept or reject the applications.

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A Deadline activity is used to enforce the due date specified in the Business Process Step.

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If applications are not reviewed within two days, an email is sent to inspectors notifying them that the application must be reviewed immediately. Instructions are also changed to reflect the urgency of the request.

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Seed crop inspectors use Laserfiche Mobile for iPad or Laserfiche Web Access to view the applications.

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The lead inspectors/coordinators can open applications and accept or reject them by changing the value of the “Inspection Status” field. They must also designate a specific inspector and select the inspection date.

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Once applications are accepted, growers are notified by email. If an application is rejected, the grower is also notified and the application is moved to a “Rejects” folder. If, for some reason, an application is neither accepted nor rejected, it moves through a third branch of the workflow called “Non-Conformance.” If an application passes through this branch, I get notified by email and, as Operations Manager, can address the issue.

Here is a screenshot of the entire Laserfiche Workflow process:

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If applications are accepted, inspectors perform the seed crop inspections. As part of the inspections, inspectors verify isolation distances, previous land use history and parent seed genetic identity tags. They also count difficult-to-separate weeds and other crop kinds, genetic off-types and other varieties that are observed in representative counts throughout the seed field.

Once inspections are finished, inspectors complete the inspection reports on their iPads, using LincDoc Mobile.

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This crop inspection report form is then submitted directly into Laserfiche, triggering another Laserfiche Workflow business process. This business process is very similar to the one described above except that it routes crop inspection reports for review and appraisal to the CSGA employee who is qualified to appraise that specific kind or pedigreed status of crop. Seed growers are issued a pedigreed seed crop certificate or are notified immediately if their field requires corrective actions to meet CSGA certification standards.

As part of this process, inspection reports are linked to the initial application in Laserfiche.

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All of the archived files have retention applied to them automatically with Laserfiche Records Management Edition.

Advantages of Laserfiche

Implementing Laserfiche at CSGA to re-build the seed crop certification process has resulted in the following benefits:

  • Seed crop certification applications are now processed up to ten times faster.
  • Postage costs have been reduced.
  • All seed growers, variety distributors and developers have instant, online access to the required current inspection and certification status information through the Laserfiche Client, Laserfiche Web Access or Laserfiche Mobile. This allows them to obtain the information exactly when they need it.
  • With the present Laserfiche process, lag time between inspection report submission by inspectors and grower notification of inspection results has been reduced from 10 to 15 days to just two.
  • Business processes at CSGA have not only been automated, but streamlined and optimized as well. Just because paper flowed in one way, doesn’t mean that the electronic data must flow in the same way. When we need to change any steps in the present process, the underlying workflow can be changed in just ten minutes.

Business process automation is just one feature of a document management system like Laserfiche. Get help researching the many useful functions of document management with our free guide today!