St. Louis Public School District Streamlines HR Management

As one of the largest urban school districts in Missouri, the St. Louis Public School District oversees 70 schools and 4,700 employees. For the district’s HR office, transparency and quick communication between hiring and budgeting teams is critical for efficiently allocating staffing resources to classrooms throughout the year.

Reducing the Paper Burden

The district maintains over 4.5 million documents dating back to the early 1900s. To find files, staff previously had travel to a storage facility 10 miles away. This paper-intensive search and retrieval could often delay hiring decisions that require multi-department reviews.

“If the request for a new position involved funds outside of what the district was allocated, the information could really go a million different places,” says Clarissa Buckley, Coordinator for Human Resources Information Systems. “We had almost eight levels of approval built into the previous process that made having a paper form extremely difficult and cumbersome. And we never want to reach a point where we’re asking, ‘Do we let this classroom go without a teacher because we’re waiting on this paper form to get approved?’ ”

Streamlining Staff Requisitions

The district began using Laserfiche to digitally organize its archived and active paper storage, and quickly moved on to automate new hiring, benefits enrollment and other core HR services.

Staff requisitions are now completed in hours, with all involved parties able to share information and collaborate on decisions. “Laserfiche helps everyone stay on track,” Buckley says. “We can always see and monitor where our requisitions are caught up in the process.” Instant information access also means the HR department can better service teachers and staff with timely W2s, emergency information, student transcripts and more.

Benefits include:
  • 80 percent of the district’s HR active records and historical archives have been digitized
  • HR documents are instantly accessible, where previously staff needed to wait 48 hours to retrieve a file from a storage facility
  • Staffing requisitions are completed in three hours instead of three weeks

“Our teachers are beginning to see when they bring other records to us, not only are we able to receive that information and quickly digitize it, but we’re also able to retrieve it for them if needed in the future,” Buckley says.

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

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

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

Out of the Stone Age

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

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

Into the Future

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

Balson estimates that the company saw a return on its Laserfiche investment in under a year of using the software. “ROI numbers just skyrocketed from there,” Balson adds. “Now we’re automating more processes with Laserfiche, and finding more ways to use it. That just increases my return exponentially.” Benefits include:
  • Supervisors save between two and three hours a day, adding up to about $115,000 of savings
  • The company’s processes are more transparent, improving accountability
  • Employees can immediately find information when needed

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

Los Angeles County Sheriff’s Department: Gaining a Competitive Edge in Hiring

The Los Angeles County Sheriff’s Department (LASD), the largest sheriff’s department in the world and the fourth largest policing agency in the United States, provides law enforcement services to over 3 million residents.

In 2015, LASD identified the need to grow response teams, create new task forces and implement more prevention strategies like after-school programs for at-risk youth. In order to bring in new recruits, however, the department relies on meticulous background checks and a rigorous training program.

The hiring process for LASD’s deputy sheriffs had remained largely unchanged for 15-20 years, and relied on the creation of a “jacket,” a background file of, in some cases, over 1,000 individual pages. Managing jacket creation—from around 2 million pages submitted by over 8,000 eligible applicants annually—caused issues related to efficiency, security and document retention.

Applicants would take from six to 18 months just to reach the primary approval phase. This phase required LASD to create a jacket summary and send it through a two-tiered approval process. Since LASD processed an average of 5,000 jacket summaries annually, typing this summary sheet alone took 10,000 hours. In addition to creating these physical documents, LASD needed to transport and store them at an offsite third-party storage facility after year-end auditing.

In order to hire top talent, LASD needed to eliminate inefficiencies, shorten hiring turnaround and enhance engagement with candidates.

“We needed to be able to create an open level of communication with our applicants, to help them become vested in not only law enforcement, but joining the Los Angeles County Sheriff’s Department,” says LASD Commander Judy Gerhardt.
LASD transformed its practice of hiring deputy sheriffs in order to meet the changing needs of the county.

Increasing Efficiency in Employee Onboarding

LASD researched a variety of solutions and found Laserfiche enterprise content management (ECM) provided a level of flexibility for HR automation that matched the department’s specific needs.

“Laserfiche met our content management needs and easily molded to meet other objectives,” says Andres Bilbao, LASD Special Projects Deputy Sheriff. “The very robust workflow activity options showed how we could reach our current goals while accommodating for future goals that are yet to be determined.”

The current need, however, was to bring in more top-tier talent, faster, all while maintaining accuracy and complying with hiring mandates. LASD uses Laserfiche Forms and Workflow for HR automation, which electronically collects information that was previously printed on thousands of pages of paper.
Applicants receive a link to a Personal History Statement that LASD uses to collect information via metadata from 1,600 unique fields.

“Laserfiche Forms is our portal to the world. The ability to standardize a form and email or host a link to that form allows us to gather information efficiently,” Bilbao says. “Laserfiche Workflow, on the other hand, is our invisible staff member. Workflow will be increasingly more involved in our backgrounds process and department as a whole.”

As Bilbao infers, the benefits of implementing Laserfiche in LASD’s HR automation solution went beyond saving paper, allowing the department to eliminate redundant forms and unnecessary tasks. The length of time to hire was ultimately shortened—which is critical in order for the department to compete with other agencies in the race for high-quality applicants.

Additionally, all applicant information is now easily searchable via metadata, and Laserfiche sends email updates to candidates throughout the process, improving the relationship between the organization and its applicants. Laserfiche Workflow also securely archives information, making it easy to retrieve during yearly audits by the Police Officer Standards and Training Council.

A Streamlined, Paperless Future

“By reducing our inefficiencies, engaging our applicants and dedicating ourselves to a system that provides a competitive hiring time frame, we can continue to meet our goals of hiring the best,” Gerhardt explains.
Todd Rogers, Assistant Sheriff, accepts a Run Smarter Award at the Laserfiche Empower Conference, recognizing LASD’s innovative hiring initiative.

By automating and transforming HR onboarding with Laserfiche ECM, LASD:
  • Drove the time-to-hire down from as long as 18 months by restructuring the process, eliminating inefficiencies and establishing parallel processes
  • Used personalized email notifications to engage candidates throughout the hiring process
  • Established milestones for reporting and process baselines
  • Maintained security throughout the entire hiring process, including archiving and storing jackets for the appropriate length of time

LASD continues to increase efficiency by using HR automation to eliminate redundancies. Additionally, LASD seeks new ways to streamline back-office operation, including digitizing all employee files, which would give employees more time to focus on the services that directly affect LA residents.

“Laserfiche is allowing us to function in a more streamlined manner and also to focus on details that we never had time for or even imagined were options previously. We set out to replace an out-of-date tracker and ended up reinventing what we do,” says Bilbao.

Click here to learn more about how HR processes, such as employee onboarding and records management, can be streamlined with Laserfiche. 



Researchers Use AI for Bible Interpretation

One of the first applications for any new technology is the Bible.  Gutenberg published a Bible around 1454 as what is thought to be the first major book printed using mass-produced movable type.  Movies about the Bible were produced as long ago as 1897. Publishers used a Univac computer to produce a concordance—a kind of index for all the words used—for a new Bible in 1955, which they said cut 23 years off the process.

Now, researchers are using image analysis and artificial intelligence (AI) to help determine when the first books of the Old Testament were written. They are using what some describe as the ancient equivalent of Post-Its.  And techniques developed through such handwriting analysis could end up being useful in identifying contributors to other older documents, even if it’s just through scribbled notes in the margin.

First, some history.  The first books of the Old Testament are the five books of Moses, also known as the Pentateuch, as well as the books of Deuteronomy to II Kings. It was traditionally thought that they were written after the Babylonian Exile of Israel in the 6th century BCE, writes Isabel Kershner in the New York Times. In fact, it was thought that it might not be until around 200 BCE, when archeologists again start finding inscriptions, that there were enough literate people around to write down all the material, she adds.

However, that’s all predicated on the belief that the Old Testament couldn’t have been written any earlier than the Babylonian Exile because literacy rates were low—and this new research has demonstrated that that belief could be wrong.

Research Background

The research worked like this. Applied mathematicians and archeologists got together to study messages scribbled on pieces of broken pottery, called ostraca, from the Kingdom of Judah (including and south of present-day Jerusalem) around 600 BCE. In the same way that one of us might grab a Post-It to jot down a note, military people in the Judahite army would grab an ostracon to write down an order to send to another person. While parchment was around, pottery was cheaper, especially for this sort of ephemeral note. And, particularly advantageous for the researchers, pottery lasts a long time.

First, researchers used image analysis to clarify the letters that the various people were writing, similar to the sorts of techniques researchers are using to more clearly identify letters in handwritten documents ranging from the Declaration of Independence to Einstein.

Next, they used AI to analyze the handwriting of the people writing the notes on the pottery. “The letters from pairs of texts were jumbled up and the algorithm separated them based on handwriting,” Kershner writes. “If the algorithm split the letters into two clear groups, the texts were counted as having been written by two authors. When the algorithm did not distinguish between the letters and left them together in one group, no position was taken; they may have been written by the same hand, or possibly by two people with similar styles.”

Research Results

This study determined not only how many people might have written the notes, but, using the information in the notes, where they fit into the social hierarchy. “Based on a statistical analysis of the results, and taking into account the content of the texts that were chosen for the sample, the researchers concluded that at least six different hands had written the 18 missives at around the same time,” Kershner writes. “Even soldiers in the lower ranks of the Judahite army, it appears, could read and write.”

“The commander down to the lowest water master could all communicate in writing,” Arie Shaus, a mathematician at Tel Aviv University, tells Maddie Stone in Gizmodo. “This was an extremely surprising result.”

The notes were also written well, without spelling or grammatical errors. “There is something psychological beyond the statistics,” Prof. Israel Finkelstein of the Department of Archaeology and Ancient Near Eastern Civilizations at Tel Aviv University, one of the leaders of the project, tells Kershner. “There is an understanding of the power of literacy. And they wrote well, with hardly any mistakes.”

Obviously, if even the water boy is literate, there was a lot more literacy in that time period before the Babylonian Exile than just among scholars and priests.  What it means, then, is that the Old Testament could have been written hundreds of years before it was originally thought to be, the researchers say.

Ironically, the result makes the researchers’ original goal—determining who wrote the Old Testament—that much harder. After all, if even the water boy knew how to write, just about anyone could have made a first draft of what became what is arguably the most successful book in the history of the world.

“It would imply that it wasn’t just an elite class of teachers and scholars who could have created the books of the Bible,” writes Dan Seitz in Uproxx. “It could have been, quite literally, some dude hauling water who thought it was a good idea to write this religion stuff down.”

So next time you’re writing a Post-It note, be sure to write it carefully. You never know what conclusions future historians might be making of it.

 For more information on how to gather information from your content, download our ebook: The Ultimate Guide to Intelligent Content Capture.

Texas A&M University System: Shared Services for Increased Efficiency

Texas A&M University System is one of the largest university systems in the United States. Coordinating, managing and archiving documentation is an intensive task for such an organization—yet the university system has found an efficient way by offering Laserfiche enterprise content management (ECM) as a shared service through its central IT office.

One of the university system’s members, Texas A&M AgriLife, adopted Laserfiche in 2008. Texas A&M Health Science Center (TAMHSC) followed shortly after. While the individual deployments cut paper-related costs, saved filing cabinet space and secured content in repositories, the university system as a whole was not leveraging those benefits across the entire institution.

Texas A&M University System’s central IT office was determined to break down silos through implementing a shared services model, so that all schools and departments could efficiently leverage ECM knowledge and resources, and eliminate the need for individual departments or schools to purchase their own software.
Texas A&M Health Science Center adopted Laserfiche ECM in 2008 to streamline contract management.

Implementing a Shared Service

While individual schools and departments within Texas A&M University System had implemented Laserfiche for various reasons (AgriLife sought secure storage for records after enduring a flood, fire, collapsed roof and hurricane; TAMHSC wanted to combat costly contract management inefficiencies and eliminate file cabinets), users experienced similar benefits: increased efficiency and accuracy, improved records management, reduced costs and business continuity.

Texas A&M University System’s procurement office provides shared services so that schools and departments can share documents, file structures and workflows, building on each other’s efforts. Shared services also consolidate IT functions from several system members to one location, reducing costs and time spent on maintenance.

To that end, in 2010 a committee selected Laserfiche as the preferred vendor for a new shared ECM system to avoid hardware and software purchases at the department level, reduce costs by eliminating redundant systems and make it easier to share data, file structures and workflows between schools and departments.

“By providing a feature-rich implementation at an affordable price point, Texas A&M is able to make available economies of scale and document sharing that individual departments could not approach by themselves,” explains Judith Lewis, Senior IT Manager at Texas A&M. “This is value delivery at its best.”

In addition to accomplishing the original goals, the shared system provides:
  • Consistent framework to support compliance
  • Risk mitigation through disaster recovery capabilities
  • Ability for different departments and system members to leverage the cumulative accomplishments of their colleagues
  • Internal and remote access to electronic documents
  • Reduced printing and physical paperwork, minimizing requirements for physical file space

Two other campus-wide communities in addition to central IT are intimately involved with the Laserfiche shared services offering: a steering committee of senior management representatives who evaluate and promote best practices and appropriate conventions for Laserfiche; and a user community of practice that provides input and training for the end-user community.

Other customers of Laserfiche shared services include the Texas A&M University Office of the President, Prairie View A&M University and Texas A&M University – Kingsville.

Laserfiche automatically classifies reports and their contents, facilitating easy file management and the ability to search through keywords to retrieve information. Account processing and purchase processing are faster and records management is more efficient and secure, allowing Texas A&M to adhere more closely to state compliance requirements and institutional procedures.

“In addition to the Laserfiche talent, our IT department brings a broad skill base to support a shared services offering,” Lewis adds. “From application development and administration, risk and policy assessment and project management to networking and infrastructure services, our IT department is able to provide the level of support that an enterprise shared service demands.”

Interested in learning more about how higher education institutions use a single ECM system to manage information across multiple administrative departments? Click here to download a free strategy paper from the Center for Digital Education, “Adopting Enterprise Content Management with Shared Services.” 

HR Automation at Texas A&M’s College of Engineering

Texas A&M University’s College of Engineering is consistently ranked among the nation’s best public programs. Amid a constantly changing marketplace, the college remains rooted in its mission to provide the world with top engineering graduates.

Texas A&M University’s College of Engineering’s “25 by 25” initiative prompted the school to examine many of its processes so that it could handle an influx of students.

The school has more than 15,000 enrolled students and is currently working on an initiative deemed “25 by 25,” in which it aims to increase enrollment to 25,000 students by the year 2025.

“Our dean looked at the current economic and employment conditions and determined that we must grow our enrollment numbers to meet the large demand for engineering graduates,” explains Ed Pierson, the college’s CIO. “The goal is to increase accessibility to engineering education at all levels and deliver that education in a cost-effective manner. Educational institutions’ budgets are always tight, so doubling our staff along with the enrollment growth wasn’t an option.”

This meant that the school needed to hire additional staff to handle the growth, but also needed to ensure efficient business processes such as those surrounding employee onboarding were in place to keep costs down. To do so, the school deployed Laserfiche ECM to reengineer some longstanding HR processes, encourage new ways of thinking and increase efficiency.
Texas A&M University’s College of Engineering’s “25 by 25” initiative prompted the school to examine many of its processes so that it could handle an influx of students.

On Board With 25 by 25

Texas A&M University System offers Laserfiche ECM as a shared service through its centralized IT office, so the College of Engineering implemented it to reengineer paper-driven processes such as employee onboarding.

Onboarding new employees used to require an in-person meeting between the potential employee and a business administrator, the completion of paper documents and physical routing of those documents to relevant departments. Christopher Huff, Network Systems Administrator for the college, and the IT team, department representatives, and the HR and payroll offices gathered to reengineer the process with Laserfiche, which pushed everyone involved to acknowledge all the parts of onboarding that they found cumbersome, that were taking too long, or that were unnecessary.
Laserfiche Forms eliminates the need for an in-person meeting during the onboarding process.

The HR department has automated employee onboarding with Laserfiche Forms and Laserfiche Workflow, eliminating the need for an in-person meeting, paper documents and physical routing. This has shortened the amount of time the process takes by about 45 minutes per employee and enables staff to easily search and retrieve employee records.

HR automation has additional implications beyond onboarding, as the Department of Public Safety (DPS) occasionally audits the college to make sure it keeps proper documentation of criminal background checks.

“We create shortcuts to the requested documents and place them in a special folder that the DPS has access to,” Huff says. “We don’t want to show the auditors all confidential information about employees, which is why we use folders with shortcuts. After the audit is concluded, we simply delete the shortcuts folder. The original documents are never actually touched.”
Laserfiche Workflow automatically files employee records, making it easier to retrieve them during audits.

The school also integrated Laserfiche Forms with a database of the college’s departments, which enables departments to automate and create forms for a variety of other processes ranging from course approvals to leave requests.

Changing Mindsets and Growing ROI

The Texas A&M University’s College of Engineering demonstrates how a longstanding institution can leverage Laserfiche ECM to reengineer processes and create a culture of efficiency. In collaboration with business units, Huff and the IT team help identify inefficiencies and reimagine how a process could work better and an on-campus Laserfiche user group meets frequently to share and showcase solution designs.

IT has worked with select employees, deemed “superstars,” to reengineer their own processes with IT guidance and oversight.

Huff has also taken note of significant measurable results. “IT is usually seen as a spender of money, but dollars invested in information technology can have a positive return on investment,” Huff says. “The reengineered onboarding process saved about 45 minutes per new employee. Because we’ve hired over 3,400 employees in a little under a year, we equate this time savings to be about 2,600 working hours, or slightly over $100,000 in soft savings. This allows our employees to invest the time saved into other job duties.”

Scaling a Global Nonprofit as It Strives to End World Hunger

The rapid pace of technology innovation is transforming how organizations manage contracts and collaborate with customers, vendors and partners to drive business results. Heifer International, a global nonprofit organization, is finding ways to use technology tools alongside farm animals and crops to help fight hunger and poverty. Heifer specializes in providing sustainable agriculture and commerce to impoverished communities around the world—and its operations depend on being able to quickly review, approve and access legal contracts. “Helping just one family could take dozens of vendors, several government organizations, hundreds of legal contracts and extensive collaboration,” says Bob Bloom, Heifer International Chief Financial Officer. “This is where technology intervenes to save lives. The vision is to streamline Heifer’s processes and use Laserfiche to manage contracts and track documents for projects that impact millions of families throughout the world.”

Today, more than 1 billion people live in poverty, as defined by the World Bank’s international benchmark of living under $1.90 per day. For over 70 years, Heifer has worked to lift people above that threshold, building thriving, self-sustaining communities with an innovative model that has grown to encompass 30 countries worldwide. It has helped more than 25 million families while attracting high-profile partners including major, multi-national corporations. Projects include an East Africa Dairy Development initiative that affects Kenya, Uganda and Tanzania. In Nepal, Heifer empowers women farmers. And, closer to home, Heifer helped launch the Grass Roots Farmers’ Cooperative and Foodshed Farms, which support small-scale, sustainable Arkansas farmers by connecting them to profitable markets.
Formed with support of Heifer International’s Seeds of Change Initiative, the purpose of the Arkansas Sustainable Livestock Cooperative is to operate a processing and marketing cooperative that supports profitable, environmentally conscious, and socially responsible Arkansas livestock farmers. The ASLC promotes local food systems that produce nutritious foods while reinvigorating rural economies.

While its achievements have been no small feat, Heifer is committed not only to alleviating world hunger—but to eradicating it completely. “Our goal is to take 4 million families out of poverty by 2020,” says Bob Bloom, Chief Financial Officer. In order to achieve this, Heifer’s leadership team decided to scale up the organization’s work and diversify revenue streams. Before they could do that, however, the organization had to increase efficiency through technology such as enterprise content management (ECM) software. “We needed to manage our content better. It’s a key component to our global platform strategy.”

A Tech Transformation

In 2010, Heifer began to reassess its core systems including document management. “We have a much different scope today, one that requires a lot more capability in terms of how we manage and report on these projects,” says Bloom, who oversees all financial, treasury, information technology and human resource activities for the organization. “We developed a strategy to increase our scale, diversify our revenue and build a supporting technology platform to enable us to track, report and provide transparency.” Scaling up requires a new level of reporting and accountability as donors target large-scale projects in specific communities. Some projects require multiple corporate sponsors. Dedicated to remaining steadfast in its transparency and compliance, Heifer must be vigilant in monitoring projects that often involve hundreds of contracts, memorandums of understanding, teaming agreements and other project-related documents. Combined with additional marketing materials, field stories and videos, Heifer faced a content overload. The organization’s new strategy included selecting Laserfiche ECM software in 2014 to address issues that Bloom and his team identified, including:
  • Thousands of contracts pending review, with no automated system to track varying versions or the status of reviews and approvals
  • Content spread across offices and project locations, which perpetuated silos and hindered growth

Heifer needed to leverage content and knowledge across projects. Staff in remote locations who worked with families in the developing world needed the ability to collaborate with headquarters staff in Little Rock, AR. “Ideas weren’t being shared across the organization,” Bloom explains. Although Heifer relies on strong relationships between team members and communities, and networks of local nongovernmental organizations (NGOs), it is now embracing the idea of moving toward a digital workplace—where offline relationships are strengthened with online cooperation. “We need innovation,” Bloom says. “We need technologies that can help us achieve our mission better, faster.”
Heifer’s legal department folder structure

Laserfiche ECM software enables staff to streamline contract management processes using electronic forms and robust workflow automation solutions. Heifer also automated the Network Account Request process to grant, revoke and change access to its core applications using Laserfiche Forms and Workflow. This has helped to facilitate compliance and protect sensitive information. Bloom has outlined key areas in which Laserfiche ECM software could further improve efficiencies at Heifer:
  • Partner agreements: Continuing to automate processing partner agreements by using Laserfiche Workflow with third party suppliers, vendors and local government agencies
  • Records management: Improving document management and records management processes, breaking down silos, and increasing accountability and transparency
  • Personnel change requests: Managing personnel change requests (i.e., job role changes, etc.) quickly to help it scale up internal staff resources

“Our vision for Laserfiche is to allow all of our field workers, regardless of which country they are in, to be able to interact with documents, find records and submit forms—all from their mobile devices,” explains Cedric Lambert, IT Director at Heifer. The integration has helped the organization on its path to reaching more families and communities, and elevating existing projects, helping communities to help themselves. “We are fairly new on the journey, but we are very excited about what we can do here,” Bloom shares. “Automating our internal business processes using Laserfiche electronic forms and workflow is part of our technology transformation that enables our mission in fighting hunger and poverty.” Click here to learn how Laserfiche ECM software can help your organization streamline contract management and leverage information across the entire enterprise.

D.L. Evans Automates Compliance and Records Management

SITUATION

• Needed an electronic document repository to store scanned documents
• Paper-driven operations were becoming overly expensive and time-intensive to manage

RESULTS

• Estimated $1 million in annual savings
• Enhanced employee experience
• Foundation for an optimized omnichannel experience for customers

D.L. Evans Bank is a century-old organization with over $3.2 billion in assets and dozens of branches across Idaho and Utah. As a true community bank, D.L. Evans offers a variety of personal, business and investment services while maintaining a simple mission: Help people.

To remain responsive to customer needs while addressing the banking industry’s ever-changing compliance requirements, D.L. Evans has built a strong digital ecosystem that includes Laserfiche as a key component. Laserfiche acts as the bank’s information backbone and main processing system, integrating with its core applications to support growth and scale. 

“We’re a $3.5 billion-in-assets institution today, up from $175 million around 25 years ago — a big part of that has been possible because of Laserfiche,” said Gerardo Munoz, D.L. Evans CIO.

“Over time, our use of Laserfiche evolved from document management to a business-critical system,” said Munoz. “Every process can be refined and automated, and Laserfiche was able to help with that.”

As a part of this evolution, the bank leverages Laserfiche’s integration tools to connect Laserfiche to other core systems including its eSignature application, core banking software, CRM and loan origination program. Munoz and his team even use Laserfiche Connector as an integration tool to bridge applications for operations that do not use Laserfiche at all.

“Our Laserfiche repository has over 80 million documents in it, so it’s as critical to us as our core banking system,” Munoz said. “Laserfiche is the second-most critical application that we use in our institution.”

Beyond the time and cost efficiency gains, D.L. Evans counts Laserfiche as a trusted system due to its robust records management capabilities. As a financial institution, the can’t afford to make mistakes with its record management procedures, which are heavily regulated by FDIC rules.

Laserfiche has helped minimize FDIC violations by standardizing how records are kept and updated; for example, retention rules notify compliance officers when a policy document needs to be updated and versioning enables policy reviewers to know if they are working with the most up to date copy of a document.

Auditing has also been streamlined. Whenever the FDIC requests a records audit, D.L. Evans’ team is able to promptly retrieve and present the electronic documents and files in question. “Laserfiche has brought audit time down from four weeks to two,” explains Munoz. “This is actually a bigger improvement than it sounds because as we’ve grown, we now have twice as many loans to audit.”

Transforming the Employee Experience

In addition to making information easier to access, Laserfiche has enhanced the employee experience by standardizing and automating review and approval. Furthermore, integrations eliminate much of the manual data entry and application switching that waste employee time and cognitive energy.

“Just about every process needs some level of automation. The fact that automation can standardize procedures and processes is a major reason to do it. Using Laserfiche to do that has helped us save time and money, as well as prevent a lot of mistakes.” — Gerardo Munoz, D.L. Evans CIO

The bank recently reimagined the loan process, starting with vehicular loans, using Laserfiche. The integration between Laserfiche and Meridian — the bank’s loan origination program — allows many of the previously manual tasks associated with loans to be entirely managed through a Laserfiche form and automated business process. 

A Laserfiche form reads information directly from the loan application program and creates the loan packet, routes it through approvals and files everything in a centralized location.

This process also leverages a Laserfiche-DocuSign integration, enabling customers to submit signed documents that are automatically filed in the correct folder in Laserfiche, eliminating that task for loan officers.

“Rather than hire more loan processors, we are trying to automate the process so we can be more proactive,” Munoz said. “It also gives our loan officers better visibility and trackability into all activities.”

Similar automations are used to create new accounts, where information gathering and routing is managed by Laserfiche. As a result, bank employees can spend more time on the activities that require a human touch, such as customer service.

Another process that sounds deceptively quick and easy, but in reality can require multiple manual steps, is that of replacing a lost or stolen credit card. To accelerate these activities, the bank built a solution on an integration between Laserfiche and its CRM, 360 View. This enables representatives to easily create a service ticket in the CRM to start the replacement process for a customer. When a customer reports a lost or stolen credit card, a representative uses Laserfiche to automatically populate the service ticket with the customer’s information and then route the ticket to the appropriate reviewers and approvers. The improvement has reduced processing time by 66% — from six weeks to two weeks.

Laserfiche has also played an important role in mergers, as the bank is able to easily bring documents and data into their systems from acquired organizations. In one merger, Munoz explained, the bank avoided a $50,000 cost and monthslong wait to have a professional services firm convert and import documents.

“It took me two hours to write a workflow and the documents were converted in a week,” he said.

A True Community Bank

While most of the bank’s Laserfiche initiatives are considered back-office solutions, D.L. Evans customers directly benefit from the increased efficiency. “Laserfiche helps us be more productive and provide faster responses to our customers,” Munoz said.

The customer experience continues to be a guiding light for the D.L. Evans team, which was all-hands-on-deck during the COVID-19 pandemic. The bank’s Paycheck Protection Program (PPP) loan process was developed over a weekend, and staff — including the entire executive team — were trained on how to process PPP loans in a matter of hours.

“We even had our CEO processing PPP loans,” Munoz said. “Everything worked seamlessly and was processed through the proper channels. Afterward, all the documentation was there, and customers were satisfied.”

Thanks to the IT team’s quick response with Laserfiche and the entire staff’s commitment, D.L. Evans was the largest PPP provider in the state of Idaho.

Today, the bank provides other forms of community service, including its scholarship program. Students can submit a Laserfiche form for D.L. Evans’s Education Pays program — a drawing which rewards high-performing students with laptops — or its Scholarship Program, which awards thousands of dollars each year to high school seniors to attend any accredited college, university or trade school in the U.S.

Looking to the future, D.L. Evans is committed to creating a more cohesive, omnichannel experience for its customers. Laserfiche initiatives on the horizon include creating a self-service customer portal of Laserfiche Forms, enabling quicker and easier, 24/7 access to various services.

“All things considered, Laserfiche saves us about $1 million every year since we’ve implemented it,” says Munoz. “Laserfiche has never been one of those products that just sits on the shelf and doesn’t get used.”

Click here to learn how your financial firm can automate records management and compliance.

How College of the Desert Modernized Student Forms to Reduce Application Processing Time by 40%

Enhancing Student Success by Digitizing Enrollment and Financial Aid Forms

College of the Desert in Palm Desert is one of the 112 institutions in the community college system of California. With an enrollment of 13,000 students, as many as 20,000 to 30,000 documents are processed annually at the college. Using a paper-based application and filing system, the college was servicing a high volume of commuter students with inconvenient and inconsistent enrollment processes.

“With paper forms, students had to travel up to three hours to submit documents or complete their student files,” says Dr. Annebelle Nery, Executive Dean, Enrollment Services. “Student lines at the counter were very long. Once students got to the front of the line, they were extremely frustrated because we’d either lost their documents or the documents were stuck in processing—but where exactly, we weren’t sure.

Information requests were funneled through as many as five departments in order to compile a complete and accurate student file. Records systems were siloed from the college’s student information system (SIS), and staff members had to search multiple locations to find a complete student file.

Standardizing Records Access Across Campus

To improve operational efficiency, the college  replaced 20 different paper forms with Laserfiche electronic forms that are instantly accessible through a student’s online portal.

Students can now view, complete, sign and submit degree applications, change of major requests and other student forms all from one online portal. Once a form is submitted, Laserfiche automatically:
  • Routes it to required employees and departments for processing.
  • Emails status updates to the student throughout the review process.
  • Attaches documents to the corresponding student file in the SIS.
Associating metadata fields with electronic forms track the exact status of each application at every step of records processing.

Today, every student form at College of the Desert is received electronically through Laserfiche. The college also automated more than 50 business processes, including:
  • Petitions
  • Concurrent enrollment
  • Enrollment verification
  • Name change
  • Request to add a class
  • Information releases

All departments now access and use a centrally managed document management system, reducing overall costs for maintenance and IT support. Staff members aren’t just sharing information more efficiently with students—they’re collaborating across departments to reduce excessive paper volume and needless filing efforts.

Improving Student Satisfaction and Accreditation with Document Management Software

With Laserfiche, the admissions and records and financial services departments now require 40% less time to process applications and petitions. Inquiries from students and lines at the service counters have decreased significantly now that students receive email notifications about their applications.

“The frustrated phone calls from students are down and now we’re getting calls from other departments that want to use Laserfiche,” says Dr. Nery.

These improvements have not gone unnoticed:
  • The college met accreditation standards by being able to offer its main campus services to extension centers and online students.
  • Student satisfaction levels have risen sharply and even the Board of Trustees has complimented the college on its Laserfiche initiative.
  • Recently, the college received the Models of Efficiency Award from University Business Magazine, which recognizes institutions with business savvy and technological expertise.

Looking to digitize student records and paperwork processing at your institution? Schedule your free demo of Laserfiche Forms for colleges and universities. 

Community Action Partnership’s Automated Case Management for Low-Income Energy Assistance

Automating Case Management Paperwork Processing

Each winter, thousands of residents in Minnesota’s Ramsey and Washington Counties struggle to access basic heating and utilities. When a household finds itself in need, it turns to the Community Action Partnership of Ramsey and Washington Counties, which runs one of the state’s largest low-income home energy assistance program.

“We receive thousands of calls from clients anxious to know if we can help,” says Catherine Fair, Director of Energy Assistance Programs. “These kinds of calls were hard for our staff to field since we had over 25,000 active applications stored in filing cabinets. We knew that automating our application approval process would make us more efficient and accelerate our ability to help households in need.”

To automate the case management process, the agency began scanning applications and related documentation into a Laserfiche document repository connected to automated document filing, routing and approval workflows.

Case workers can now quickly determine grant amounts and deliver assistance faster:
  • Workflows automatically create case folders for new scanned applications, including eligibility worksheets and case note logs, and route them to case workers for review.
  • Urgent cases can be automatically sent to an expedited processing queue.
  • Staff members can re-direct files to other groups for review and action. If a case worker chooses “yes” under Furnace Problem metadata field, Laserfiche will auto-route the file to the furnace repair group for attention.

“We have significantly improved crisis response time,” says Fair. “Urgent calls for assistance are much more productive. We can find a client’s application immediately by looking in Laserfiche and can then let the client know exactly what he needs to do to complete his application.”

Standardizing Record Archival, Auditing and Security

In addition to expediting service delivery for low-income residents, the new case management process also streamlined the program’s twice-yearly audits. By law, the agency is required to keep archived case files for three years.

Fair explains, “Files are randomly selected by the auditors, and it was a daunting task to find the ones they requested among 25,000 others!”

Being able to store all records in TIFF format was another reason the agency choose document management software. The open file format ensures that the files stored in Laserfiche will still be supported in 25, 50 or even 100 years.

“Vendor lock-in is a big concern for the IT department. If you choose a file format that’s controlled by a single vendor, you invite a lot of unnecessary risk from both an IT and an information governance perspective.”

Laserfiche’s TIFF archival format means that the agency can continually adopt advances in hardware, software and communication technologies without limiting access to their records.

Built-in Windows authentication and named-user access to the repository also enabled the agency to better protect sensitive client information, like social security numbers.

“Laserfiche protects sensitive information while making our business processes more efficient, “ says Fair. “It has helped us tremendously and we hope that other non-profit agencies that deliver federal programs can learn from our success!”

Looking to digitize the case management process at your agency? Get a free demo of Laserfiche software for case management today.