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Mitsui Sumitomo Insurance Group uses Laserfiche Forms to make the customer experience as seamless as possible.
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Offering Laserfiche records management as a shared service increased efficiency and enhanced countywide collaboration.
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Laserfiche Solution Contributed By: JR Walters, IT Director, Samish Indian Nation
Headquartered in the Pacific Northwest, the Samish Indian Nation is governed by a seven member Tribal Council elected to oversee the tribe’s welfare and resources. Members are offered a wide variety of opportunities including housing assistance, elders’ services, healthcare and wellness, and cultural enrichment.
In order to help manage the various programs offered to the tribal members, the nation works with state and federal agencies to implement many grant funded activities. In addition to maintaining the economic welfare of the tribe, these grant deliverables help to protect the environment, and preserve natural and cultural resources.
Before Laserfiche, approving grant applications was a time-consuming, manual process. The tribe’s departments are distributed between five sites and sending paper grant application packets through interoffice mail for internal review and approval was inefficient and costly. Occasionally, grant submission deadlines were barely met because paperwork got lost between sites, sat too long for approval, or was difficult to find and assemble into the grant application packet.
Laserfiche has completely digitized the grant approval process. New grants are submitted through Laserfiche Forms and managers are able to view and approve them from their mobile devices.
With Laserfiche, the time to process a grant has been reduced from one week to just one day.
“I’m absolutely in love with Forms and process automation. I see so much potential in how other departments could utilize it,” says JR Walters, IT Director.
The process starts when an employee applying for a grant, fills out the grant application approval request form in Laserfiche Forms.
Once submitted, the grant application is routed to the department supervisor for approval. If the department supervisor approves it, the application is routed to the general manager, compliance officer and controller, for simultaneous review. Once approved by everyone, the grant application is put in front of the seven member tribal council for approval. Each of the approvers is notified of grants requiring their approval through email.
If any of the approvers reject the grant, the process ends and the submitter is notified by email. He or she then has the option of submitting a new application form.
Throughout the process, timers are attached to each approval task. In this way, if the form isn’t approved in a timely matter, the approver receives a follow up email reminder.
Submitted grant application review forms and supplemental information are stored in folders in the Laserfiche repository specific to the grant.
In order to simplify designing of this process, the tribal nation took advantage of the Business Process Library (BPL). The nation downloaded the Legal Document Review Forms template and modified it to suit the specific needs of the grant approval process. Some of these modifications included:
“Before starting to design a process from scratch, I look to see if it has already been done in the Business Process Library. Since it is already done once, it is easy to duplicate. The BPL is a great resource,” says Walters.
Processing Grant Applications Now Takes One Day Instead of One Week
The Los Angeles County Development Authority (LACDA) digitally transformed its records management program, incorporating Laserfiche to digitize, centralize and manage the lifecycle of records. Since deploying Laserfiche, the agency has reclaimed significant time for its case workers while boosting its ranking with the U.S. Department of Housing and Urban Development (HUD) to the designation of “high performer”—an improvement that helps secure funding and enables the LACDA to provide more services and programs to more people.
The LACDA is a public agency responsible for providing LA County residents essential programs related to subsidized housing, community development, and affordable housing development and preservation. Serving the most populous county in the United States requires the LACDA to house decades’ worth of records related to hundreds of thousands of cases. These span a wide range, from groups applying for Community Development Block Grants (CDBG) that provide resources to underserved areas, to people in need of Section 8 Housing Choice vouchers and residents of all ages applying for education and training in an effort to build better lives and better neighborhoods.
The LACDA previously stored records in filing cabinets and across various servers and systems. As the number of records grew, the agency identified the need to digitize and centralize them using a Laserfiche electronic records management solution. Laserfiche was also integrated with the LACDA’s property management software, Yardi, and enterprise resource planning (ERP) software, PeopleSoft, to eliminate the risk of duplicating information or work.
“Case managers don’t need to switch between applications to look up or copy information, they can view all the documents in one place,” says Rosa Chevarin, supervisor for Yardi/Laserfiche support. “They like the one-stop shop feel, and everything is streamlined in their natural workflow.”
Through this digital transformation, the agency made information more available, accessible and usable to authorized users.
“In an agency that manages more than 3,000 public and affordable housing units and assists more than 24,000 residents through a housing choice voucher program within the county, being able to pull up submitted information at a moment’s notice is vital,” says Doug Van Gelder, Manager of Information Technology at the LACDA.
This also enables the agency to:
The LACDA’s new solution exceeds the basic expectations of records management and incorporates automation. Laserfiche automatically files documents with standardized naming and folder structure. Additionally, when a record’s retention period has ended, relevant employees are notified to handle disposition.
“The need for services is always going to be great, and everyone is always going to be busy doing their jobs,” Van Gelder says. “Finding and pulling documents, and making sure records are taken care of in accordance to regulations is time consuming. The new system takes that tedious work away from the case managers, so they can focus on the people they serve.”
Since transforming its records management, the LACDA has gained the ability to automate additional business processes. Agency staff has automated the new employee onboarding process, which previously required a new associate to spend about half of their first day on the job filling out paperwork. The new Laserfiche solution enables the agency to send the new employee a link to all the necessary forms that can be completed before their start date.
“I want to be as digital as possible,” says Van Gelder, adding that there are also plans to rebuild the LACDA’s housing portal to allow people to apply for programs online. The workflow for processing those applications would also be automated using Laserfiche to facilitate quicker response times, better transparency into the process for both the staff and applicant, and less risk for error.
The agency’s newfound efficiencies have proven essential in a time when the LACDA’s programs and services are needed more than ever. The waiting list to receive Section 8 Housing Choice vouchers has about 44,000 people on it, while the agency’s staff is down to about half of what it was a decade ago due to the economic downturn and attrition. “The only way we’ve been able to provide the same level of service with half the staffing is through technology,” Van Gelder explains.
Additionally, over 70 percent of the LACDA’s funding comes from HUD, which regularly audits housing authorities to ensure funding is going toward serving people who need these critical programs and services.
“If a housing authority does not rank well, HUD could potentially take funding back and give it to another housing authority that proves it is helping more people and running more efficiently,” Van Gelder says.
Since the LACDA deployed its Laserfiche records management initiative, it has boosted its ranking and maintained its status as a high performer.
“The need is always going to be greater than the funding, but IT is one of the units within the organization that has the ability to provide productivity enhancements while bringing cost down,” Van Gelder says. “We’ve been able to serve more people with quality services and programming with half the staffing we used to have through these technology solutions.”
Leading public sector organizations use an electronic records management solution to increase efficiency and improve citizen services. To learn more, download the free white paper: “Streamlining the Business of Government.”
