An Effortless New Hire Process

The Osceola County Sheriff’s Office transformed its Human Resources division by shifting from paper-based methods to become a digital agency using Laserfiche software. The digitization initiative increased efficiency, time management and accuracy, revolutionizing the ways in which the Sheriff’s Office stored documents, communicated within its department, and implemented its onboarding process with new employees.

Seamless Recruiting Tools

The Osceola County Sheriff’s Office is a local law enforcement agency based in central Florida. The agency is the largest and chief law enforcement agency in the county, with 850 employees within the department.

Before Laserfiche, the agency grappled with a diminished amount of storage room and needed a more effective solution for managing documents. Interdepartmental communication problems led to delays in the application process and, at times, lost documents when paper forms were mailed.

The agency first turned to Laserfiche to create a pre-employment application that is accessible to the public through the county’s website. The initial results were staggering, with application intake tripling from about 50 applications per month to now as many as 150 per month.

“We’re facing a nationwide shortage of police officers,” said Haylee Glasscock, Human Resources Technician, Osceola County’s Sheriff’s Office. “Making our application easily accessible online has helped with our recruiting efforts and was a good move for our agency. The application is extensive—it used to be 25 paper pages. With Laserfiche, we now can host recruiting fairs since the online application allows people to apply right then and there. Other applicants may apply via a secure link. In 2012, we had 446 paper applications. In the first year we had Laserfiche, we had 1,305.”

There are multiple job application forms the agency utilizes depending on the applicant, including a criminal history version which is longer compared to one created for recent graduates planning to move into the role of a deputy.

“With paper applications, people would leave fields blank; we had to call them to come in and fill out the information,” said Glasscock. “Now we no longer have incompletes and it saves us time. We can also have people upload files, photos of tattoos, and more—all within the application.”

After an applicant applies online, Laserfiche’s business process automation capabilities allow the agency to perform a paperless background check and file sign-off through its chain of command. Laserfiche simultaneously sends automatic email notifications to keep the applicant updated on the review process—a game-changer compared to years past, when updates on the Review Board date were sent through the mail.

Effortless New Hire Process

Once the application process is complete and an applicant receives an offer, the Sheriff’s Office uses Laserfiche to onboard new employees with digital forms. Laserfiche enables chain-of-command administration staff to sign off on specific files using conditions in a workflow. Relevant personnel say whether the file looks acceptable, and if so, it moves on to the next person. The process is smooth, accurate and far less time-consuming than the previous method of filling out a handwritten form as the official offer document with the salary and start date included.

The Sheriff’s Office’s Human Resources division is now a paperless environment thanks to implementing Laserfiche software. All employee personnel and medical files are stored in the repository and are easily accessible to HR staff. Additionally, Laserfiche has been integrated within the agency’s personnel management system. The software automatically pulls an employee’s information from the personnel management system, including his/her ID number, and completely fills out the template information—improving speed and accuracy.

“We like that information is accessible at our fingertips,” said Glasscock. “The training department now has one full-time staff assistant and a part-time student. They’re able to quickly find documents, email them to deputies if needed, and they’re easily viewed. Having those training files not in boxes anymore really helps them.”

The Sheriff’s Office also digitized the employee transfer form. Laserfiche automatically routes the form to the appropriate reviewer within the agency. The form has been further simplified by the use of variables, look-up tables (integrated with the organization’s computer-aided dispatch software and active directory), as well as field rules.

“Our recruiting department uses Laserfiche every day and a couple of agencies have reached out to me to see if we can share our process with them,” added Glasscock.

Since turning to Laserfiche, the Osceola County Sheriff’s Office has become more productive, effective and efficient. The agency digitized and secured more than 2,500 employee personnel files using Laserfiche software. Moreover, all new hire files are created digitally. The agency can process and prepare files for approval much faster, and automated email notifications mean that staff no longer need to call other departments as frequently to follow up on forms.

The agency realized an initial savings of $2,000 by eliminating supplies for new employee files, as well thousands more in departmental time-savings. Beyond cost savings, the Sheriff’s Office opened the door to a more digital, automated agency. By implementing innovative solutions like its Laserfiche digital records management program, the Osceola County Sheriff’s Office fosters a culture of efficiency and agility to better position the agency for success in a competitive hiring market.

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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.

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Digital Transformation Energizes County of Los Angeles Housing Agency

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.

Case Managers’ One-Stop Shop

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:

  • Connect more people to the services they need in a more efficient manner
  • Mitigate risk of data loss or breach
  • Simplify the auditing processes

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.”

Uncovering New Efficiencies to Serve More

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.”

Lebanese American University Shines with On-Demand Student Services

Lebanese American University (LAU) is an accredited American university operating in the Middle East with two main campuses in Beirut and Byblos, hospital facilities and an academic center in New York. The university consists of seven major schools and 800 faculty and staff serving approximately 10,000 students each year.

To maintain LAU’s status as a leading institution, the organization’s leadership is always looking for new ways to align its administrative services with student preferences, and reduce bottlenecks during busy enrollment and graduation periods.

Forming Digital-First Academic Services

“Students these days are digital natives, and they like to transact with us on their preferred devices, which are their phones,” says Camille Abou-Nasr, Assistant Vice President for Information Technology at LAU. “We needed really to automate all the processes that students carry out with the Registrar’s Office, and to do it in a manner that is plausible and really encourages them to do these kinds of transactions with us.”

Starting with the Admissions and Registrar’s Offices, the university used Laserfiche Forms to provide students with online access to transcripts and academic records. With on-demand digital access, academic advisors across student enrollment, recruitment, advising, student retention, outreach and student aid programs can now immediately review, approve or follow up with students in days instead of weeks.

Moving Towards Campus-Wide Mobility

Due to Laserfiche’s ease of use and open integrative capabilities with core systems like Banner and SharePoint, the university quickly expanded its initial mobile forms solution to other campus departments such as Student Development, Legal and Facilities Management. With a campus-wide solution, the university can truly enable students to submit any academic or administrative form online and get their results quickly.

Mobility has also benefited busy executives in the Facilities Management department, who oversee the numerous campus facilities. They can now use iPads to access and approve budget allocations in Laserfiche while traveling abroad.

“There is one platform where you can do document management, you can do forms, and you can do business process automation,” said Abou-Nasr. “It’s scalable.”

Benefits:

  • Student services, such as course petitions and transcript requests, can be initiated by students at any time via online forms.
  • Students receive immediate updates on their requests from advisors and can track the progress of submitted forms and requests at every step of the review process.
  • The university has greatly reduced the amount and cost of paper storage.

“Through mobility and document management, we were able to achieve our goal to go green, to make our services more accessible and deliver our services in a faster manner,” says Abou-Nasr.

Click here to learn more about using Laserfiche to enhance student services.

The Town of Okotoks Centralizes Enterprise Data Across 20 Locations

The Town of Okotoks is the largest town in Alberta, Canada, and provides services to over 30,000 residents. The city operates 20 different business centers that are each responsible for their own document filing. Prior to using a document management system, the city battled isolated information gathering and collaboration, leading to delays in public service delivery and data entry errors.

“The town was looking for a more streamlined solution with a central filing location, easier searching capabilities for the employees and everybody on a broad spectrum,” says Sheila Andrew, HR/Corporate and Strategic Administrator for the Town of Okotoks.

Using Laserfiche’s combined electronic forms, workflow and records management capabilities, the city jump-started an enterprise-wide digital records initiative. One central document repository provided a single point of access for information across the city and standardized each department’s disparate document filing and archiving methods.

The system quickly evolved from just a document storage system. It’s now the town’s primary tool for improving future and ongoing operations. Using Laserfiche Forms, the municipality implemented over 150 forms-based processes for numerous activities, including:

  • Waste management
  • HR applications
  • Permitting and inspection submission, review and approval
  • Expense report submissions
  • Records management for land transactions
  • Digital records archiving

Using metadata, federated search and digital document access, employees across city departments can instantly find and collaborate on the information they need to deliver faster public services.

“We’ve gotten great feedback about how quickly approvals are happening now and the ease of access to forms,” says Andrew. “We only have one location to find forms, instead of lots of different places where people were saving PDFs or filing them.”

Benefits:

  • The permitting department has saved, on average, two months of administrative staff work a year.
  • Fire Department and Inspection teams can complete inspections and deliver permits in six to eight months instead of a full year.
  • The city has increased transparency throughout the document life cycle.
  • The city processes over 21,000 digital forms in one system.

Staff collaborates more quickly and in a more transparent manner on documents and requests.

Click here to learn more about how document management technology can enable faster, better quality public services.