Simplifying Government Services at Hurunui District Council 

New Zealand’s Hurunui District has a population of more than 13,000 spread across 864,640 hectares just north of Christchurch. Serving a largely rural area, the Hurunui District Council excels at developing a sense of community, partnership and well-being. 

“Our services are extremely broad,” said Stewart Tayles, digital transformation and IT team leader at Hurunui and Kaikoura District Councils. “From dog registrations to consents, or running youth programming to providing social housing — we really do everything essential for our community.”  

This wide-ranging scope requires a flexible technology infrastructure where systems can be integrated and adapted to the territory’s growing needs.  

“Our CEO wants the council to be a 24/7 operation — we need to be engaged with the community and enable them to engage with us,” Tayles added. “We need forms. We need to make information available. We need to be able to provide access to these services when people need them.”  

Replacing Legacy Document Management with Robust Content Services 

The council initially procured Laserfiche to replace a legacy document management system (DMS) when the growing amount of information generated proved too much for the legacy system to efficiently handle, control and retain.  

The Hurunui team worked with Ricoh New Zealand to find an ideal solution in Laserfiche, which would meet the council’s changing needs. Today, Laserfiche serves the council as a versatile, enterprise-wide solution. “Being New Zealand’s eighth-largest district by land size, we needed a system with the capability to connect our multiple offices,” said Scott Linton, IT and GIS manager for Hurunui District Council. “We were really impressed at how easy it was to implement Laserfiche and connect our main office with five satellite locations. It was up and running in no time.” 

Building Consents Made Simple with Laserfiche Forms 

Beyond basic document management, the district manages vital processes — including resource consents — using Laserfiche’s forms, integration and workflow capabilities, supporting the development and economic growth of the territory.  

Building consent applications typically come in through Simpli, which provides a standard form for building control authorities — however, the council found the vetting of these submissions to be laborious and prone to human error. “Before we can process an application, we need to check that all the information is there, it’s valid and it’s suitable,” Tayles said. To address this manual review bottleneck, the team created a Building Consent Vetting Checklist in Laserfiche, which checks and validates the information before it’s officially submitted and reviewed by the district council. “It checks what we call the ‘Hurunui-isms,’ or the requirements that are very specific to our district.”  

With 500-600 applications per year, the checklist process has solved a long-standing headache for the building department and simplified consent review.   

On the back end, Laserfiche enables the council to keep records in a standardized way that is easy to navigate. 

“Each property has its own folder that contains an average of 40-50 pages on the details,” Linton said. “We have tens of thousands of documents that need to be identified and placed with the correct property. We applied a Laserfiche template with metadata information such as the building type, number, property ID, evaluation number and address. Laserfiche Workflow then automatically identifies, filters and files the documents in their correct folders.” 

Enhanced Contract Management with a Centralized Contract Register 

Also an integral part of the council’s infrastructure responsibilities is its ability to work with contractors to provide various services such as road construction, maintenance, waste management or cleaning services. A recent audit uncovered the need for more robust processes surrounding these contract approvals and service procurement — another area that Tayles understood Laserfiche could help. 

“We had a short time to implement a more robust, multi-step process,” Tayles said. “We sat down and said, ‘We can build this in Laserfiche Forms.’”  

The council now has a Contract Register in Laserfiche, which helps to centralize and organize the many projects, subcontracts under those projects and associated documentation that the council must manage. 

“Database lookups query the Laserfiche database directly to pick contract numbers and project numbers, so that we get a standardized naming format,” Tayles explained. “All those records automatically go into that contract or project folder, and we know they are correctly named and easily found later.”  

The biggest benefit to the council has been the transparency of the process. “By recording the decision-making, we can show why we went with a particular supplier, and show stewardship of the funds we receive from the central government,” Tayles said. After the new Contract Register was implemented, the council received glowing feedback from the central government on the new process. “We went from one end of the spectrum to the other.”

Building Trust: Improving Accountability and Transparency 

As part of its expansive range of services, Hurunui District Council prioritizes community engagement to build a strong community as well as ensure the mutual respect between government and constituents. Laserfiche’s ability to put information at the fingertips of those who need it provides a strong foundation on which to build that engagement.  

“We have a policy where we must archive every email, so another big project we’ve done is create our email archive in Laserfiche,” Tayles said. This archive provides referenceable information for legal compliance, auditing and accountability, as well as historical record and disaster recovery. “Now, all emails go into Office 365, and we use Laserfiche Connector to archive them in Laserfiche.”  

Tayles explained that Laserfiche was the right choice for the project not only for its archiving capabilities but also for its security tools. “Hurunui grows by 25,000 emails a week, and we are heavy on security,” he said. “We only want people to see their own emails. But we’re also subject to LGOIMA — the Local Government Official Information and Meetings Act — where people can request all the information about a subject, so we’re able to give some people delegated access to the whole repository for searches.”  

Prior to using Laserfiche for the archive, the council was spending $50,000 per year on Mimecast, which they were able to retire and redirect funds toward additional security measures and other IT projects.  

A Flexible Solution to Any Problem 

Today, Hurunui District Council has over 220 active Laserfiche Forms, which span the organization’s full operations. “Forms are the backbone for multiple departments in the council,” Tayles said. “Other councils just can’t believe what we do with Laserfiche and how we make it work for our users. Laserfiche is an essential technology at Hurunui.”  

In addition to the processes that are ubiquitous in the government space, niche operations that are more common for district councils — from toilet cleaning and mowing to youth programming — also benefit from Laserfiche. One such process that illustrates Laserfiche’s flexibility: connecting lost dogs to their owners.  

“Because we manage the IT for [neighboring district council] Kaikoura, we built a solution to help them with lost dogs,” Tayles said. “They can get a call any time during the day or night about a dog, so they’ve implemented a solution called Doggone. Owners can consent to being texted so that they can be reunited with their dog quicker. Naturally, we had to get all the owner information into that system, but we also had to track whether people had given consent, because we are sharing contact information with a third party — there is a Laserfiche form for that.”  

Tayles and his team also used the Laserfiche API to connect Doggone to Kairkoura’s ERP system that houses the owner information. “We’re using Laserfiche workflow to get the owner information from the ERP and push it to Doggone,” Tayles said. “It also handles any requests for changes in the database, so that as dogs move or change owners, all systems remain up to date.” 

As Hurunui District Council works toward the CEO’s vision for 24/7 service, Laserfiche remains a core technology that will support its growing and changing needs.  

“What I enjoy about Laserfiche the most is the creative flexibility it gives,” Tayles added. “It gives me a lot of different tools to solve problems. There’s nothing prescribed about it — we can build our forms how we want, and we can set the metadata up the way we need it. There really hasn’t been a problem that I haven’t been able to solve using Laserfiche.”  

[Demo] Transform Vendor Management with Laserfiche

[Demo] Transform Vendor Management with Laserfiche

Join us to learn how Laserfiche can streamline your vendor management processes! As an example, we’ll show a demonstration showing how vendor onboarding and review processes can be transformed with Laserfiche’s document management, records management, and process automation capabilities.

In this webinar, we’ll show how you can use Laserfiche to:

  • Store vendor documents and other important records centrally and securely
  • Create intuitive electronic forms to capture important information digitally
  • Make processes more efficient with automatic routing and task assignments
  • Gain visibility into your processes using visual reporting tools

We will also have a live Q&A session with a Laserfiche expert to answer all your questions!

Please join us On Demand
Duration: 45 minutes

[Demo] Automate Contract Management with Laserfiche

[Demo] Automate Contract Management with Laserfiche

Join us to learn how Laserfiche can streamline your contract management processes! We’ll show a demonstration showing how contract drafting and approval processes can be transformed with Laserfiche’s document management, records management, and process automation capabilities.

In this webinar, we’ll show how you can use Laserfiche to:

  • Store contracts and other important records centrally and securely
  • Create intuitive electronic forms to capture important information digitally
  • Make processes more efficient with automatic routing and task assignments
  • Gain visibility into your processes using visual reporting tools

We will also have a live Q&A session with a Laserfiche expert to answer all your questions.

Please join us On Demand
Duration: 45 minutes

[Demo] Streamline Accounting Operations with Laserfiche

[Demo] Streamline Accounting Operations with Laserfiche

Join us to learn how Laserfiche can transform your accounting operations! As an example, we’ll show a demonstration showing how a purchase order request process can be transformed with Laserfiche’s document management, records management, and process automation capabilities.

In this webinar, we’ll show how you can use Laserfiche to:

  • Store purchase orders, invoices, and other important records centrally and securely
  • Create intuitive electronic forms to capture important information digitally
  • Make processes more efficient with automatic routing and task assignments
  • Gain visibility into your processes using visual reporting tools

We will also have a live Q&A session with a Laserfiche expert to answer all your questions.

Please join us On Demand
Duration: 45 minutes

[Demo] Transform Human Resources with Laserfiche

[Demo] Transform Human Resources with Laserfiche

Join us to learn how Laserfiche can streamline HR operations! As an example, we’ll show a demonstration showing how a recruiting and onboarding process can be transformed with Laserfiche’s document management, records management, and process automation capabilities.

In this webinar, we’ll show how you can use Laserfiche to:

  • Store personnel files and other important records centrally and securely
  • Create intuitive electronic forms to capture important information digitally
  • Make processes more efficient with automatic routing and task assignments
  • Gain visibility into your processes using visual reporting tools

We will also have a live Q&A session with a Laserfiche expert to answer all your questions.

Please join us On Demand
Duration: 45 minutes

[Demo] Simplify Records Management and Strengthen Compliance with Laserfiche

[Demo] Simplify Records Management and Strengthen Compliance with Laserfiche

 

 

[Demo] Document Management: Secure Your Content and Boost Productivity

[Demo] Document Management: Secure Your Content and Boost Productivity

Notaría 9 Builds Innovative Solutions in a Heavily Regulated Industry

SITUATION

• Responsible for clients’ sensitive legal documentations
• Office needed a secure single source of truth that could automate and standardize processes while addressing regulatory requirements

RESULTS

• 450% increase in some business segments
• Client orders processed without having to increase staff at the same scale
• Creation of living trusts reduced from six hours to 15 minutes

Notaría 9 Pioneers Digitization in Mexico’s Legal Industry

Notaría 9 de Mexicali B.C. is a Mexicali-based notarial service under the leadership of public notary Carlos Enriquez de Rivera Castellanos. The office, one of Mexico’s leading legal notaries, provides a wide range of services including real estate transactions, will and estate planning, contract affirmations, new business incorporation, and legal document authentication. Public notaries in Mexico follow a civil law system wherein they are given further-reaching legal responsibilities than their counterparts in the U.S., U.K. or Canada, more akin to a lawyer.

This legal responsibility includes complex regulatory considerations when handling client information. Notary servicers in Mexico are required to submit client information to city clerks, in addition to retaining it for a minimum of five years. Additionally, notary offices are regularly audited by an independent commission, which cross matches stored records with those that are submitted to city clerks.

As Notaría 9 grew, so did the need to efficiently handle large volumes of client documentation in accordance with regulatory requirements. This led Enriquez de Rivera Castellanos to work with digital solutions provider Soluciones Impex, SA de CV, to implement Laserfiche. Since embarking on this digital transformation journey, the firm has more than quadrupled its business while only doubling its staff.

“Carlos has driven a vision for digital transformation at his business and has managed to consolidate all the necessary pieces to make operations more reliable and efficient,” said Guillermo Hernandez, managing director and founder of Soluciones Impex. “Using technology as the main enabler, Carlos has made Notaría 9 into the most advanced notary public in Mexico.”

“Laserfiche has put us ahead of everyone else in this business. I have all of the tools and resources I need thanks to Laserfiche”

— Carlos Enriquez de Rivera Castellanos, Notary Public, Notaría 9 de Mexicali B.C.

“If I didn’t have Laserfiche I wouldn’t be in the same position right now with the benefits I’m able to give to my clients,” said Enriquez de Rivera Castellanos. “We cannot work without Laserfiche.”

Creating a Unified Digital Business

Prior to Laserfiche, the office was overwhelmed with managing documentation in a mostly manual fashion. More clients led to an increase in documents as well as increased risk of lost information. The office needed a digital solution that would keep documentation in a consolidated platform that would provide the security and searchability it needed to efficiently serve clients.

Laserfiche addressed those needs, enabling the firm to keep documents for every transaction in a single platform and facilitating the easy retrieval of information. As an added bonus, the office in charge of the public registry in Baja California also uses Laserfiche, making for a seamless transfer of information between the organizations.  

“In the beginning, we focused on two main activities: one, to keep all documents for every single transaction inside Laserfiche, and two, to understand in which phase of a transaction that a customer was currently located,” Enriquez de Rivera Castellanos said.

With Laserfiche process automation, the office began to standardize processes, which provided a better understanding of how long each process takes, and where there was opportunity to optimize.

Digitizing the Living Trust Process

As Notaría 9 evolved, Rivera Castellanos continued to evolve the office’s use of the Laserfiche platform. One of the most forward-thinking Laserfiche solutions Notaría 9 leverages today is its Living Trust process.

In 2022, Mexico reformed the “Reforma a la Ley de Proteccion al Patrimonio Familiar,” a law that encourages families to create a living trust to protect their real estate assets. As a part of this reform, September was deemed “Living Trust Month” and the government mandated that many services related to preparing living trusts be discounted.  

“We never used to do a lot of living trusts for our clients over the course of any given year,” Enriquez de Rivera Castellanos said. “Now, everyone waits until September to take advantage of the discount, so we have a full office during this time.”

The Notaría 9 team saw an opportunity to leverage Laserfiche to digitize and automate the living trust creation process. Rather than require clients to submit paper forms, clients are provided a link to a Laserfiche form where they enter their information and attach required documents. Clients can also pay online — from there, a Notaría 9 employee will make an appointment with the client to provide a wet signature as required by the Mexican government. The new process enabled the firm to reduce the Living Trust process from a six-hour in-person visit to a hybrid 15-minute process.

Today, Notaría 9 manages this spike in activity due to the government mandated discounts with ease, while preemptively avoiding the additional overhead each year.

“It’s also easier for the people in my office because they have all the information already completed, and they can just verify it and make the appointment,” Enriquez de Rivera Castellanos added.

The innovative Laserfiche solution has built Notaría 9’s reputation as a digital innovator in the industry, while also building trust with clients government agencies.

Addressing AML Laws and Other Requirements with Ease

As a legal business, Notaría 9 must be conscious of complex regulatory requirements. Anti-Money Laundering (AML) laws require robust recordkeeping and document-sharing framework between notaries and their regulatory agency.  

Additionally, when client service is related to buying or selling property, Notaría 9 is required to process documents multiple times through Infonavit, or Mexico’s National Housing Fund Institute. Using Laserfiche’s intelligent capture and processing capabilities, the firm has set up a process that automatically routes the information to Infonavit without human intervention.

Beyond government regulators, independent auditors are another consideration for the office. When the Notaries General performs an audit, it requires that the documentation the office sends to the city clerk is identical to the documentation stored within the organization. Laserfiche assists with these regulatory needs through:

  • Centralized document management: Laserfiche’s centralized repository stores all client-related documents, with powerful search capabilities to streamline information retrieval.
  • Workflow automation: Notaría 9 has created standardized procedures that enforce consistency and reduce the risk of human error, while also enabling automated alerts for reviews and other activities.
  • Secure sharing: Notaría 9 easily shares relevant documentation with authorities, demonstrating a strong commitment to regulatory compliance. Additionally, integrations between Laserfiche and other applications enable ease of sharing between colleagues and systems, eliminating duplicate data entry and mitigating data loss.
  • Connected applications – Using Laserfiche Connector, Notary 9 connects its two most important business applications, creating a more seamless experience for staff who no longer need to constantly switch between the two applications.

A Vision for Digital Excellence

Notaría 9’s visionary Laserfiche solutions have enabled significant business growth, allowing the firm to provide an exceptional client experience, while building trust with regulatory agencies. As the firm continues to optimize operations, the Living Trust process serves as a template for other services such as New Business Incorporation, Power of Attorney, and other legal processes.

“Laserfiche has put us ahead of everyone else in this business. I have all of the tools and resources I need thanks to Laserfiche.”

— Enriquez de Rivera Castellanos, Notaría 9

eBook: Getting Started With Metadata Enhancements in Laserfiche 12

Document Management in 2025 and Beyond

Document Management in 2025 and Beyond