How Cowlitz County Uses Laserfiche to Respond to the COVID-19 Crisis

Solution Provided By: Chelsey Hulsey Pedersen, Laserfiche Specialist, Cowlitz County

Cowlitz County, WA has a population of over 102,000 residents. When the COVID-19 virus hit, the state of Washington issued a Stay Home, Stay Healthy order, which means non-essential businesses are not able to operate and social gatherings are more or less prohibited. In order to respond to this crisis, the county created a cooperative, multi-jurisdiction, multi-discipline group of people to act as the Incident Management Team.

The County Needed a Central Repository for All Related Documents

Not every county agency has Laserfiche, so the team had to come up with some creative solution to get this diverse group utilizing a secure central source to hold their documents, to collect data and convey critical information.

The county decided to store all related files in the Laserfiche repository. A team member tracks down all electronic files from various network folders, as well as cloud storage services, and imports them into Laserfiche. The team member also scans in any physical files. After import, the team member applies the appropriate template and populates the fields. A workflow routes the indexed documents to the correct folder in the repository for archival.

Documents are stored by type. Shortcuts to documents are also placed in folders pertaining to day so that it is easy to review everything that happened on a given day at a glance.

An Electronic Form is Used to Survey Care Facilities

Another critical process that has been streamlined using Laserfiche is surveying various long term care facilities such as retirement homes to determine their personal protective equipment (PPE) supply and testing capacity. Before the Forms process was implemented, a member of the incident management team would reach out to these facilities daily by phone to get these questions answered. An electronic form streamlines information gathering as staff at facilities can fill out the form and submit it themselves.

A delegate from each facility fills out the form daily to report the facility’s status. A member of the incident management team can review the submissions in the repository or by using a simple dashboard that shows an overview of each facility at a glance.

This dashboard is simply another Laserfiche form that compiles all the information from the various submissions in one place. After each form is submitted, the information in the form is saved in a database. This makes it easy to pull and display in the dashboard.

The county started by surveying six facilities but now surveys 20 different facilities and new ones come on board as needed.

Laserfiche Provides Citizens with the Most Updated Information

As the county receives new test results for COVID-19, the public information team has been keeping the public informed by issuing a press release for each positive case that details the patient’s general age, gender and current status.

This information is now listed on the county’s special COVID-19 website. In order to generate that report, data is captured first through Forms and then stored in a database. The data is pushed into another form that is embedded in the website through an iFrame. The website report is updated automatically if there are any changes to the data.

This simple process has considerably reduced the public information team’s workload. The team can focus on getting information out to the public instead of up constantly updating the website.

Laserfiche Keeps the Public Educated About Compliance with the Stay Home, Stay Healthy Order

Another way that Forms has helped the Cowlitz County Incident Management Team is through the noncompliance inquiry form.

Prior to implementing this Forms process, the county’s 911 call center was inundated with people calling to report what they believed were violations of the governor’s Stay Home, Stay Healthy order. In order to allow the 911 call center to tend to more pressing emergencies, the county developed a noncompliance inquiry form.

A law enforcement officer reviews each inquiry and follows up with the subject of the complaint to educate them about how they can continue through this period of quarantine safely. In just three weeks after implementation, the county closed out over 160 inquiries.

Are you interested in learning how Laserfiche can help your organization work from home during this COVID-19 crisis? We’ve put together a list of frequently asked questions about using Laserfiche to support remote work.

Coopesa’s Digital Transformation Takes Flight

The digital transformation of the aviation industry continues to create new ways for airline carriers, leasing companies and aircraft service organizations to compete.

While aviation has traditionally lagged behind other industries in digital innovation, Coopesa RL — a provider of service and skilled personnel to the aviation industry since 1963 — has prioritized investing in new technology to transform its business. Most recently, Coopesa used Laserfiche to digitize and automate its documentation processes, which has resulted in a reduction in employee hours spent on updating and tracking down paperwork, better oversight of documents and processes, and a boost in productivity. Additionally, the improvements have shortened the average time planes are grounded for service, enabling Coopesa to offer more value to clients.

“Every day, more and more airlines, competitors and suppliers are transitioning to a digital environment,” says Herbert Cabrera, IT director at Coopesa. “Additionally, many of our mechanics are millennials; they are very willing to work in a sophisticated digital ecosystem. We recognize the need to provide the tools that will empower them to be as effective and productive as possible.”

Safety and Compliance in the Cockpit

Based in Costa Rica, Coopesa offers major maintenance, inspections, modifications, upgrades, refurbishments and painting for the world’s aviation fleets and leasing companies. The company has three hangars, and plans to open a new facility that will accommodate additional offices, back shops and the service of even more narrow- and wide-body planes. As the company evolves its offerings, Coopesa has also embarked on a journey to digitally transform its business as well.

Coopesa’s IT team identified an opportunity to digitize the process of documentation, which is required for every task involved with aircraft repair and maintenance. Documentation enables the company to comply with numerous regulatory requirements from more than 13 aviation regulatory agencies in the region — plus requirements from clients’ countries. Traditionally very manual and paper-heavy, documentation for a single service could take up to three days.

Some of the challenges Coopesa faced as a result of manual, paper-heavy documentation processes included:
  • A lack of transparency and accountability, and an inability to assess the status of projects.
  • Significant amount of manual effort involved with finding, reviewing and approving documentation.
  • Limited ability to make informed business decisions about resource allocation and other strategic concerns.

The company sought a user-friendly, customizable solution that could help employees digitally and securely document service activities and purchases, as well as reduce the manual tasks involved with managing and updating documentation.

“In order to keep up with our growing clientele while continuing to honor our commitment to quality, safety and compliance with regulatory requirements, we turned to Laserfiche digital document management and business process automation,” Cabrera says. “Laserfiche helps us to meet one of our biggest challenges: complying with civil aviation control entities in each of our clients’ countries as well as our own.”

Laserfiche Takes Coopesa to New Heights

Using Laserfiche, Coopesa digitized critical documents related to services and automated many of the tasks related to reviewing, approving and updating documentation. The company also automated the process of material purchase documentation, which must be kept for two to five years for auditing, depending on material type and client requirements.

“Digitizing these processes allows us to avoid manual review of thousands of documents, and mitigated the risk of lost documents that previously had to be physically transferred between offices. We also have a full audit trail for all documents; everything is completely traceable. This digital experience puts us on par with the largest repair shops in the world.”

—Herbert Cabrera, IT director at Coopesa

The company has plans to integrate Laserfiche with other internal systems, to centralize information and enable employees to more easily locate certificates and other critical documents, no matter where they are stored. Another project on the horizon is the digitization of personnel files, which also require strict controls and security.

“For many years, the aviation maintenance industry was reluctant to adopt technological solutions, but now there is a new digital ecosystem,” says Cabrera. “Laserfiche has enabled us to not only participate but act as a leader in the digital transformation of the aviation industry.”

Offering First-Class Customer Experience

Coopesa’s Laserfiche initiatives have significantly reduced costs related to the printing, storage and transportation of paper documents. More importantly, the documentation process — which previously took up to three days — now only takes one to two hours. Clients automatically receive notifications immediately when they have corresponding tasks to complete.

“Streamlining this process is incredibly valuable,” says Cabrera. “We can shorten our turnaround time, while our clients can quickly schedule the return of their aircraft to operation. This has a positive effect on our revenue as well as the customer experience.”

The increase in transparency across the organization also allows for better planning. Staff are empowered with information regarding hangar space, technician and other resource availability to fulfill clients’ service and maintenance needs in the most efficient manner possible. Managers are also better able to measure performance and productivity by examining process data.

Another important benefit: Employees have reclaimed time from tedious, manual processes to be dedicated to more specialized tasks related to quality control and customer service.

“Our biggest satisfaction is seeing aircraft take off from our facilities, and operating safely and reliably,” adds Cabrera. “We will continue to invest in the technology solutions that enable us to be our clients’ partners in maintenance, and to meet their needs with high-value and competitive solutions for service.”

Learn more about why digital transformation is key to success in this white paper – download “Leading for Innovation and Growth: Five Strategies for Driving Digital Transformation.”

Merichem Increases Efficiency and Control in the Fast Changing Oil and Gas Industry

Merichem is a global company that serves the oil and gas industries with focused technology, and chemical and service solutions. Its proprietary impurity removal processes increase the quality of refinery products and oil and gas streams, and the company beneficially reuses spent caustics and other byproducts from oil and petrochemical plants around the world.

Merichem used Laserfiche to automate a number of approval processes, centralize information and improve information governance. The result has been a decrease in the burden on employees for meeting all of the requirements of ISO 9001, ASME and other documentation requirements, an increase in information accuracy and productivity, and faster turnaround times for customers—all critical improvements for an organization focused on operating safely and efficiently in a fast-changing, highly regulated industry.

“There has been a lot of change in the oil and gas industries,” said Amy Magee, project controls manager at Merichem. “It used to be that hiring a bunch of people wasn’t a big deal because the industry was making a lot of money. It’s never going to be the way it used to be—cost savings have become more important. Everyone in the industry is working to better understand how they are using money and how they are operating, so we can do things differently and more efficiently.”

Putting Quality and Safety First

With three U.S. offices and over 1000 treating units in refineries in 53 countries, Merichem must comply with a multitude of safety standards including those of the ISO, American Society of Mechanical Engineers (ASME) and other organizations related to pressure vessels and refinery equipment.

“Quality and safety are extremely important to us,” said Amy Magee, project controls manager at Merichem. “We need to ensure our systems are built to the right standards. Data sheets are needed for equipment; drawings for construction; plus a lot of testing has to be done. And anyone who operates any of our equipment or the equipment we purchase needs to know what they are doing.”

The company initially needed a new centralized repository for documents, but Magee also realized that the company’s needs went beyond digital storage. “We need the ability to manage licenses with customers and give them access rights to individual folders,” she said, adding that employees previously had to manually track access to specific folders via spreadsheets or on Word documents. “We also have to track versions of documents, and when we disseminate information or updates, we need to know if and when documents are received and reviewed.”

Another essential component of Merichem’s operations, data books, were time intensive to compile, and were often still printed on paper and sent to customers. When a project was completed, employees had to compile anywhere from 10 to 20 books—with about 750,000 pages in each book—in a short time frame. PDFs were manually uploaded, and any time a change is made, it must be carefully tracked and sent to the customer as well. This resulted in increased overtime hours at the end of every project. “Data books were being printed, and employees had to manually mark up the individual copies,” Magee said. “They then had to scan the page back in, and there was no way to know if a customer had opened or looked at it. It was just a monotonous process. You had to check that you didn’t duplicate efforts. A lot had to be done to ensure the information was correct.

“Our cycles are very fast, and a lot of projects are fast-tracked,” Magee added. “Manual work was delaying our processes, and employees had to work overtime to get things done within our time frames.”

The company ultimately turned to Accelerated Information Systems, a Laserfiche Solution Provider, to implement a Laserfiche system that would enable access control, provide tracking capabilities and automate manual processes, including data book compilation.

“Safety is serious business at Merichem,” said Zaheer Master, president of Accelerated Information Systems. “With Laserfiche we’ve automated a critical but monotonous task, freeing employees to work on more important projects.”

Control, Automate, Transform

Today, Merichem uses Laserfiche for document management; Laserfiche provides granular security control so that individual employees are no longer tasked with tracking access to information. Project assistants previously spent on average 750 hours—about half of the hours charged to a typical project—uploading and transmitting documents to multiple outside parties. Today, they have reduced that by about one-third, or 250 hours.

The centralized system also allows employees enhanced search capabilities, saving additional time finding information. “One of the biggest complaints we had about the previous software we were using was that you had to know the exact name of what you were searching for,” Magee said. “Being able to use Laserfiche and do partial or fuzzy searches, and search through OCR and metadata has been huge for us.”

Beyond improving the management of information, Merichem used Laserfiche to automate the process of data book compilation. Today, employees simply need to follow a naming convention for files and an automated workflow compiles the data book in 30 minutes to two hours—a process that used to take a full week.

“I’ve gotten a lot of feedback that Laserfiche makes our employees’ lives easier. It’s had a positive impact inside and outside of my department, across the rest of the organization. It helps all of our employees and alleviates stress related to deadlines, and we are able to expedite the turnaround time for preparing and submitting data books to customers. The end of a project is always a stressful time period, but it’s much easier now since very little manual work has to be done. We don’t have that rush at the end, where everyone’s putting in overtime hours.”

—Amy Magee, Project Controls Manager at Merichem

Continued Improvements, New Efficiencies

Merichem continues to explore new uses for Laserfiche and increase efficiency across the organization. Next, the company has plans to implement Laserfiche for specifications review, another time-intensive and paper-driven process. Magee explained that employees will also use Laserfiche in shipping and receiving, allowing employees to use tablets to take pictures of materials before they are shipped, so that they can upload them to the Laserfiche mobile app. This will assist employees in ensuring the company has records of the exact condition of items before they leave the premises, helping to fulfill requirements of ISO 9001.

Magee encourages her team members to obtain Laserfiche Certification and get involved with process improvement. “Laserfiche has helped in a lot of aspects,” Magee added. “It’s helped to keep everyone on track, and now as we are overseeing and facilitating work, we are able to make sure that people have the tools they need to get important information to customers in a timely manner.”

Tecnoglass Powers Collaboration to Deliver Industry Leading Products and Services

Tecnoglass is a leading glass and window manufacturer, and the first Colombian company to be listed on the NASDAQ. Since its beginnings in 1984, the company has gained recognition for delivering high-quality products, competitive prices and timely delivery. In more recent years, Tecnoglass experienced tremendous growth, doubling revenue since 2014 thanks to the company’s vertically integrated business and strong, innovative product offerings.

To remain on the forefront of the industry and continue to meet customer expectations, Tecnoglass introduced automation to its operations. This transfomation has affected not only the fabrication of products, but also core business processes across the enterprise.

At the heart of Tecnoglass’s digitization and business process automation initiatives is Laserfiche, which the company uses to store critical documents, manage records and enable collaboration between employees and with external suppliers. This Laserfiche-enabled digital transformation has benefited the entire organization, increasing accountability, improving compliance and accelerating business across all units. Today, Tecnoglass continues on its growth trajectory using Laserfiche to eliminate repetitive, time-intensive manual tasks, and enable employees to maintain focus on fulfilling customers’ quality and service expectations and remaining competitive in the marketplace.

Positioned for Growth

In December 2013, Tecnoglass debuted on NASDAQ. Shortly after, the organization sought a better way to manage documents, since the company’s legacy system was no longer robust enough to meet the demands of a rapidly growing business and could not be integrated with other core technologies.

“Records were disorganized, and stored in warehouses making them difficult to find,” said Plinio Florez, document management coordinator at Tecnoglass. “This led to high storage costs and labor costs associated with searching for documents. It was almost impossible to consult files for decision-making, which delayed critical processes.”

Tecnoglass also faced challenges collaborating with suppliers. The legacy supplier registration process was manually driven and paper-based, which led to lost documents, and difficulties with authorizing suppliers and making payments.

The Tecnoglass team found that Laserfiche could meet the company’s document management needs as well as enable the automation of key business processes such as supplier registration and accounts payable. The Laserfiche platform was also easily integrated with Tecnoglass’s ERP system, helping to centralize data and operations.

Tecnoglass also enlisted the help of Colombia-based Laserfiche Solution Provider, Gestech, for the implementation. “Having local support was another important part of our decision making process,” said Florez.

“Laserfiche was the perfect choice to take Tecnoglass into the next phase of growth and expansion,” said Jaime Barrios Perez, CEO of Gestech. “By using Laserfiche to centralize information, and digitize and automate processes, Tecnoglass created a more seamless experience for employees and suppliers that is closely aligned with the company’s modern, global vision.”

Getting Ahead by Going Digital-First

The most immediate change Tecnoglass made was to digitize documents and store the electronic files in a Laserfiche repository, making information easier to process and share with outside parties when needed.

“We had to change the mentality of employees, which was that documents are only safe if they’re ‘physically available,’” said Florez. “To the contrary, by digitizing paperwork, we have enhanced controls and mitigated risk of information loss.”

Digitization made an impact across the company, especially in the foreign trade department, which manages significant amounts of Tecnoglass’s transactions and activities. The company was able to save nearly $73,000,000 Colombian pesos in costs related to shipping and processing paperwork alone. Today, the company’s Laserfiche repository houses more than 10 million files, all easily searchable by authorized employees.

Moving toward a digital-first environment also made collaboration with outside parties easier. The paper-driven legacy supplier registration process was replaced with a Laserfiche electronic form and automated workflow. By digitizing and automating the process, the company eliminated lost paperwork and accelerated registration, improving the experience for both Tecnoglass employees and the company’s suppliers.

Using Laserfiche, Tecnoglass employees can now easily search and retrieve documents without having to step foot in a warehouse. This has resulted in faster decision making, as well as a faster response times to internal and external audits — such as those related to Sarbanes-Oxley Act, ISO standards and the company’s Authorized Economic Operator certification, for which Tecnoglass has committed to both physical and IT security and safety standards throughout its supply chain by meeting requirements set forth by the Colombian Tax and Customs National Authority (DIAN).

“Laserfiche has helped tremendously with the company’s compliance with legal and industry requirements. Having the search functions at our fingertips has eliminated headaches for many of our employees, and automating processes has eliminated repetitive, error-prone manual tasks like data entry, allowing employees to focus on more productive work.”

—Tecnoglass General Counsel Andrea Zambrano

Accelerating Across the Enterprise

The company’s success with Laserfiche continues to spread throughout the organization since initial implementation. Additional departments have automated key processes including accounts payable, supplier updates, correspondence management, user profile confirmation and document loan control.

“Departments that have benefited from the implementation of Laserfiche include: purchases, treasury, accounting, document management, foreign trade, warehouse and internal control, all of which mainly needed a solution that allowed them to optimize time, space and the fulfillment of obligations to third-parties,” said Zambrano. “We have created and opened up new channels of communication with third parties, such as our suppliers. We’re now able to notify suppliers when we have an issue with a document or bill — prevent billing errors and delays — and we give our suppliers more convenient methods for updating data online.”

Tecnoglass’s Laserfiche implementation has created a more integrated work environment, where processes are standardized and transparent, enabling the company’s management team to more easily optimize resources and personnel. Employees and departments are accountable, which has led to better collaboration and better communication, even with third parties.

“Adopting Laserfiche technology opened up new possibilities for our organization that were previously dismissed,” said Zambrano. “It turns out we just did not have the foundation and practices in place that would enable more innovation. Once we started implementing automated workflows, we eliminated silos and our operations became more connected. We continue to work on integrating workflows and centralizing data and processes. Laserfiche is an extremely powerful tool for our organization.”

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Barranquilla Chamber of Commerce Supports Economic Growth Through Online Services

Barranquilla is a cosmopolitan city and one of the largest ports in the northern Caribbean Coast region of Colombia. Rapid urban growth and economic development has transformed the region into a tourism hub and an active business community.

The Barranquilla Chamber of Commerce provides its services to over 72,000 companies that operate in northern Colombia and is tasked with fielding thousands of registry-related requests annually. To help support the area’s dynamic development, the chamber used Laserfiche to digitally transform its operations by giving affiliates the ability to access key services online. The initiative met government requirements and initially eliminated approximately $50,000 in annual costs related to document scanning. Additionally, the chamber’s use of Laserfiche created new opportunities to offer affiliates more convenient, faster online services by automating other core processes.

Changing With the Times

While the Barranquilla Chamber of Commerce prides itself on promoting the competitiveness and economic prosperity of the region, in 2015, the chamber’s processes were not keeping pace with the area’s accelerated growth. That year, the Colombian government mandated that chamber services must be made accessible online in order to meet modern business expectations and enable the country to compete in today’s global economy.

“One of our biggest customer service challenges was to take our traditional services on-site and make them available over the internet,” said Jorge Andon, public registry lawyer for the chamber. “We needed a platform that could satisfy the registry related requests of our more than 70,000 affiliates in a fast and safe way.”

The chamber’s services include enabling citizens to make requests related to the legal creation of businesses, modifying and renewing company information, and dissolving companies.

Previously, to access these services, citizens were required to travel or mail in the necessary documents to the chamber’s office in Barranquilla. For example, to create a company, citizens need to file documents—such as statutes of incorporation and standardized forms—which are received and reviewed by a lawyer who ensures they meet legal requirements. If they do, the documents are registered and the company is created. If information was incomplete or did not meet legal requirements, the process was delayed—documents had to be returned to requesting party, revised as needed and re-submitted to the chamber.

“Document returns constituted around 20% of our operation, which added up to many working hours,” Andon said.

In addition to streamlining these requests, the chamber also needed to make certain documents available online as part of the government’s initiative to increase access to public information.

After assessing a number of solutions, the chamber selected Laserfiche, which would enable the organization to digitally transform how it provides services while offering a centralized place to manage documents and make them available to the public. “Laserfiche met our expectations in regards to information security and integration with other core applications,” Andon added. “We also found that Laserfiche is characterized by innovative solutions in the field of document management software. Having a certified Laserfiche Solution Provider located in Barranquilla was another strong determinant.”

“As a Colombian-based business with many customers, we understand the challenges the Barranquilla Chamber of Commerce faced,” said Jaime Barrios Perez, CEO of Gestech, the Laserfiche Solution Provider that supports the chamber’s implementation. “Laserfiche is a great platform for the chamber since it meets the organization’s current digital transformation needs, while also enabling them to create new solutions and maintain scalability for future growth.

Streamlining Services for Affiliates and Employees

The chamber brought its paper-based registration process online by building a Laserfiche public portal, where affiliates can submit electronic forms to register for business licenses, update operational information and submit other requests.

Rather than having to fill out pages of paperwork and produce physical copies of documents for chamber employees to scan, affiliates can now log into the chamber’s online portal and complete a Laserfiche Form to request the desired service. There, affiliates can also upload documents related to their business’s public registry—such as articles of incorporation and bylaws; appointments of directors and administrators; or bankruptcy or liquidation documentation.

To streamline the process for chamber employees, the chamber used Laserfiche to design an automated workflow which routes information to a public registry lawyer for review. If documents meet legal requirements, the lawyer will approve them and Laserfiche will send the affiliate a tax and service bill, which can be paid online or on-site.

“The ability to request services online has brought an array of benefits for users, such as reduction in travel expenses, and reduced service response times,” Andon says.

Once payment is made, documents are inscribed in the public registry (performed by an application that is integrated with Laserfiche) and available to the public online through a Laserfiche portal. As part of the workflow, Laserfiche sends a notification letter to the affiliate once documents are inscribed. If documents don’t meet legal requirements, however, Laserfiche will notify the affiliate, and the system allows the affiliate to then upload corrected documents using the same filing number within one month.

“By reducing document returns, we also reduce reprocessing requests. As a lawyer, if I have a filing and I return it, then the chamber has to receive it again, and review it again, and scan it again,” Andon says. “Being able to reduce the percentage of documents returned is saving us time, effort and money.”

The automated process has dramatically accelerated the chamber’s response time, enabling better customer service.

“Some chambers of commerce take up to 10 to 15 days to process some registration requests and we take less than 24 hours to process them. Other chambers are now starting to look at us to see what we’re doing to solve these problems and deliver such fast service.”

—Jorge Andon, Barranquilla Chamber of Commerce Public Registry Lawyer

Growing Opportunity for Colombian Business

As a result of the Laserfiche solution, organization-wide savings include a reduction in employee time spent receiving, scanning and returning documents. The chamber has also enabled users to correct large documents without returning them by using Laserfiche’s version control function—which allows the organization to modify documents while keeping a record of changes as well as the intact originals. Improved process management has reduced the risk of complaints and consequential fines imposed by the regulatory commission.

Since the chamber’s success with affiliate service requests, it has implemented Laserfiche in almost every department, including accounting/finance, human resources, legal, operations, sales, executive, information technology, marketing and records management.

“The chamber saves approximately $50,000 per year as a direct result of our online services,” Andon says. “We have also seen increasing ROI at the organization-wide level that is yet to be determined.”

The automated processes have also enabled the chamber to become more data-driven. Using reporting and analytics features in Laserfiche, the chamber creates real-time reports on process health that have led to faster decision making, and improved customer service even further. This has led to reputational improvement of the organization at the national level.

“We implemented Laserfiche in the chamber for two particular reasons: to offer registration services online and to publish our public documents online so people could access them,” Andon explains. “But the benefits we received were much more than just that. Problems we’ve had in the chamber for years—we could solve them in just a couple of weeks. Designing and implementing processes in Laserfiche is so easy. If you can imagine it, you can do it.”

To learn more about implementing technology for enterprise-wide change, click here to download a free eBook, “5 Strategies for Driving Digital Transformation.”

AFP Crecer, El Salvador

My name is Carlos Ramos. I work for AFP Crecer as the digitalization manager.  AFP Crecer is one of El Salvador’s largest fund management firms.  We manage the pension funds for about 1.7 million affiliates. Our mission is to guide our clients as they save for an important life change: retirement. We’re working on growing their savings, so that when they retire, they’ll be able to continue providing for their family and themselves.

From a technological standpoint, the biggest challenges that we faced was having a document management system that would be flexible, that would allow us to have quality control for our stored information, and also streamline the digital capture processes to serve our customers in a more efficient manner through our channels. We evaluated several tools and Laserfiche was the one we liked the best.

Somehow, we discovered that document management goes beyond just digital archiving. We’re giving the opportunity to all of our client representatives to access information in a timely manner. Thanks to Laserfiche, as a tool, we’ve been able to change our processes. We were able to shorten processes that took five days to three days. We reduced processes that took 15 days to just five days.

Using the product has opened up additional improvement opportunities. It is not only about archiving digital documents, but also having the necessary documents throughout our key business processes. In addition, the use of electronic forms allowed us to reduce our use of paper. We were using around 650 packs of paper, which equals about 350,000 sheets of paper per year.

We’ve been working with Laserfiche for about 10 months and the experience has been fabulous. Now we have more visibility and we can do more complex searches and reports. Throughout our journey, we learned that things that we imagined and believed couldn’t be done with a software can be done with Laserfiche.

Time savings, reduction in costs, and an easier capture and digitization process. A client file took close to 100 days from its creation until it was ready for record archiving. Now it only takes two days for the client file to be archived. We get notifications if we made an error or notifications if image capture was successful.

With Laserfiche, and where I see future opportunities, such as analyzing our processes to identify those we can automate, what documents are required for those processes, and not only opportunities to automate them, but also to completely redesign them, and see how we’re doing things now and how we can do them tomorrow.

We must remember that we work and are dedicated to serve our clients’ needs. Financial needs with regards to pensions, and for them it’s very important to get speedy service, and that’s why Laserfiche has been a fundamental part of that.

City University, Hong Kong

City University of Hong Kong created a shared services platform for human resources and finance using Laserfiche.

Kensington Mortgages Automates Core Business Processes to Elevate Customer Experience

Kensington Mortgage Company implemented Laserfiche organization-wide and integrated it with multiple line-of-business applications.

My name is Farid Amin. I am a Solutions Architect at Kensington Mortgages. In my role I design, develop and implement to automate business processes across the operational areas using enterprise-level robotic and business process automation software tools.

Now in our 25th year, Kensington Mortgages is UK’s leading non-bank specialist mortgage provider and We manage over 11 billion pounds in assets. We have over 500 employees throughout the country, predominantly at our head office in Maidenhead.

In 2012, we needed to replace our aging document management system. It was becoming slow and unreliable. The core weakness of the system was that the historical documents were stored in a huge jukebox of some 250 optical discs run by a robotic arm and a subset of DVD drives.

As we grew, we had more documents to manage. We also had changing regulations, which meant we Needed access to those documents very, very quickly while we had customers on the phone. Therefore, we had to replace our system that would cater for our business needs.

Laserfiche fulfilled these requirements and we had foresight that its rich functionality of its various components could be utilized in other use cases and could be expanded across the business in later years. Today, we have over 56 million documents spanning over 7 terabytes of network storage.

We have 300 users that utilize Laserfiche day-in-day-out to serve and manage our accounts. The users’ feedback has been very positive. Laserfiche just runs in the background, unassumingly, and therefore as far as they’re concerned, it’s a system available all the time for them to carry out their work.

In 2016, we expanded the use of Laserfiche to business process automation and it has been a resounding success. Today we have business processes automated not just in servicing, but in finance and sales.

In 2019, we implemented our document online project. This has allowed our customers to view their documents online. We developed, in-house, a microservice using the Laserfiche SDK, which allows those customers to view their documents directly from the repository.

So here’s a system that has a use, but has got a whole lot of other tools that could benefit any organization. So Laserfiche has been in production for over 7 years and has provided service to us with stability and integrity.

Michael Hill Jeweler

By automating import and export documentation processes with Laserfiche, the jeweler more efficiently manages compliance with customs requirements.

My name is Joseph Colville. I work at Michael Hill International. We’re a middle market jeweler so we sell anything between nine-dollar studs and half a million-dollar pieces. The department I work for is the I.T. Department we deliver the Solutions for the whole business. My particular focus is on the distribution center and import export of all of our goods.

It was about two years ago that we decided that we needed to go down the automation route the bottlenecks and challenges that we had were especially around the mass handling of paper. There’s massive customs requirements and we needed a way to manage those in a more efficient manner. The process before Laserfiche was very manual. It involved building up files on your desk so goods come in. They would have the documents you’d have e-mails coming in you would print out those documents you would stick them in a file you would wait to that file has the correct amount of documents and then that would be archived and then the recall process of those documents , you would have to go to the right box find the right month, the right supplier and then pull out those documents and flick.

The expectations and goals that we had for Laserfiche was basically process automation, clear audit trail and fast document recall. So, these were absolutely essential dealing with. There’s very strict legislation to how we have to keep the documents. It varies between Jurisdictions and we needed to make sure we followed those to the letter. Now we’re not printing out every email that comes in. So, we’ve gone from printing two reams of paper a day to one ream a fortnight. We’ve also dropped the amount of time it takes to recall documents for customs. We have to recall a certain amount of lines go and find the physical documents and do checks. That process could take five minutes to find a doc. Now we can just do a simple search on it. So, there’s massive time saving there and we re-put that time saving into doing more checks to greater increase our compliance.

The most useful piece of advice I could give to future Laserfiche users would be lining up all the pieces, making sure right people are involved at the right time to ensure the project runs smoothly making sure they have access to get into your systems. And also ensuring that the business is heavily involved. So, you have your SMEs coming up and actually using the software. Well before you go live and feeding back the entire time. I’ve attended Laserfiche conferences, I’ve shared my story at those Laserfiche conferences and I’ve also heard stories of other people and being involved in training sessions and continuous improvement of the product. So that’s been really important and really key to our business.

Sky Telecommunications Digitally Manages Employee Files and HR Processes

Serving 25,000 employees across the UK and Ireland, the telecommunications company’s HR department has sped up its processes and easily maintains its employee files.

My name is Nicola Doherty. I am the head of HR Administration at SKY. SKY are a media organization based in the UK and Ireland that provide direct home TV services for our customers. We have in the region of twenty-five thousand employees across the UK and Ireland and over 10 million customers. So, the HR admin function is responsible for, what it says on the tin really, HR administration for all of SKY’s employees.

We were taking back in-house some HR administration work that was previously delivered by a third party. For us to be able to do that. we had to look at, you know, how efficient we are in terms of our resources and our ability to deliver the service. So, it was at that point that we made the decision that we were going to upgrade the Laserfiche product that we had in place to Laserfiche Rio. We had a long-standing relationship with them with Laserfiche and through the conversations that we’d had with our sort-of partners we knew that there was more that we could get to enhance the product and its kind of ticked the boxes off of what we needed at that point in time of what we will need in the future. So, all of our employee files at Sky are held on the Laserfiche Rio product We use it to maintain, update employee files and to apply any rules that we need to arrange deletion for example.

We are a large organization that’s sort of diverse in terms of our structure and so that the Laserfiche product helps us to keep our sales organized. We use it for things like subject access requests that we get from employees. So, the new product has actually helped us with that process as well. For me, from an HR operations perspective, we never stand still so we’re always looking at better ways to do things. Whether that’s through automation or whether it’s just be more efficient at what we do. And, so I think Laserfiche as an organization it fits in with that.

The return that I see that we get from the Laserfiche product, the enhanced product, is that we are able to deliver our processes and quicker than we could before and that’s in relation to things such as subject access requests through new processes such as bar coding and in naming convention of files. There’s less human intervention in our processes so that the HR admin teams are able to file more and do it quickly and which is better than what we could do before.

The advice I would give to future Laserfiche users is and to keep things simple to give yourself enough time and to use the expertise that’s on offer. I think that the place it would end I was as always you know looking towards the future to see what other enhancements there might be further down the road. But we’ve got a really robust product in place now which is great.