Process Automation Archives | Page 17 of 24

How Symbria Reimagined Patient Care

Symbria—a leading provider of rehabilitation, wellness and pharmacy programs and services for senior living and post-acute care providers—recently reinvented the way it manages plan of care documents for patients. By using Laserfiche to digitally transform the process, Symbria eliminated repetitive, manual tasks once required of managerial therapists, creating more time for them to focus on providing the best possible patient care. The new, automated process is also scalable, a priority for the company which expects continued growth in the coming years.

Moving Away from Manual Inefficiencies

As part of its comprehensive programming, Symbria provides services to partners in various settings including skilled nursing, assisted living, independent living, outpatient and home health facilities.

Symbria’s rehab program managers—managerial therapists at these facilities—are required to have “plan of care” documents signed by patients’ physicians. Like prescriptions, these documents prescribe occupational therapy rather than medications.

Initially, Symbria was using a manual process to obtain physicians’ signatures. Once a patient was evaluated, the rehab program manager would generate the plan of care document, which must be signed by a physician within 30 days of the evaluation in order to receive reimbursement for services and avoid denials.

Symbria staff would subsequently use implemented therapy software to print the plan of care form. The document would have to be physically carried to the physician within the building, or the rehab program manager would have to search for a fax number online in order to obtain the signature.

After finally receiving the signature, the rehab program manager would scan the paper form and upload it back to the therapy software to be attached to the patient’s file. Additionally, he or she many times would have to email the document or physically carry it to the medical records department at the facility, since a copy was required there as well. The process was time-consuming, particularly for the rehab program manager, who could spend considerable time locating the physician, reminding his/her office repeatedly to sign the form, and more.

“Our old process was completely manual and exceedingly costly to administer,” said Mark Candiotti, national director-operations liaison at Symbria. “It’s a huge burden on our rehab program managers that detracts from their primary job.” Beyond simply being a headache, the process took time from therapists’ primary focus: providing therapy to patients.

Seamless Digital Tools

The Symbria team worked with Laserfiche solution provider Proven IT to implement Laserfiche and automate the plan of care process, eliminating almost all of the manual tasks associated with it for managerial therapists. Today, the rehab program manager generates the plan of care digitally, uploading it to Symbria’s corporate office using a Laserfiche Form. The electronic form is automatically read for the physician’s registration number and other vital information, so the document can be identified and disseminated with minimal human intervention.

The plan of care form also includes a barcode, so once the physician signs it and sends it back digitally, Symbria can quickly correlate it to the appropriate patient. A Symbria data entry staff member verifies the signature and date on the document, then uploads the signed document to the therapy software—essentially removing the rehab program manager from the process. Simultaneously, the document is digitally sent to the medical records department.

The therapist’s role during the process is solely to generate the plan of care form and upload it.

“Our teams has been extremely receptive to the new process since making the switch,” added Candiotti. “We’ve really freed up the rehab program managers so they are really embracing the change. As we continue to use this process and automate more, the expected ROI is high and we expect scalability, which is important to us.”

The new process has already resulted in impressive time savings for Symbria. Since implementing the new automated process, individual rehab program managers save approximately two to five hours each week. With Symbria servicing over 150 clients, this increased efficiency has been significant for the entire organization.

Additionally, Symbria has automated key HR and accounts payable processes. The new optimized, digital processes support the organization’s aim to surround clients and partners with the creative, future-focused solutions they need to thrive in a fast-changing healthcare landscape.

“Digital transformation is a priority for Symbria,” said Hien Do, software development manager at Symbria. “For any company of our size, you’ll have a lot of legacy systems, and all of these efficiency gains through technology, such as Laserfiche, are what we’re pushing toward. We continue to challenge our employees to help us automate any processes they have in mind.”

To learn more about how process automation can support healthcare staff working on the front lines of patient care while supporting compliance and patient confidentiality, visit the Laserfiche Healthcare Solutions page.

New Caney Independent School District’s District-Wide Digital Transformation of Student and Employee Records

New Caney Independent School District, located in the rapidly expanding Houston metropolitan area, serves more than 22,000 students across 23 campuses. With the area’s significant population growth, the district faced the challenge of scaling student services and operational processes to keep pace with soaring enrollment and hiring demands.

To proactively address these needs, district leadership embarked on a strategic initiative to digitize records, realizing this vision through the robust capabilities of Laserfiche’s search, electronic forms, and workflow automation.

“Laserfiche is one system with endless capabilities,” said Tammy Yarbrough, records management officer at New Caney Independent School District. “The solution’s user-friendly implementation enabled our small records team to create a searchable, secure database quickly — without investing significant time and resources into learning and training on the system. It has profoundly impacted the experience for students, parents, and staff alike.”

Creating More Efficient Employee Contracts

The district’s initial goal for using Laserfiche centered around updating HR contract processes. Using Laserfiche Forms, Yarbrough’s team digitized the creation, review and approval of employee contracts, as well as other HR documents including:

Incident reporting
Performance evaluations
Salary placements

The initiative was a quick win that demonstrated the power of Laserfiche, and paved the way for broader adoption beyond HR. “The deputy superintendent was amazed at the system’s capabilities,” Yarbrough said. “At a meeting about a district issue, he looked at my boss and said, ‘I don’t know what you need to do, but you need to make this ‘Fiche-y.’ We then created a process to help analyze and review the data.”

Digitizing Student Folders Simplifies Compliance and Enhances Access

Before Laserfiche, the district lacked a uniform approach to file management. A heavy reliance on paper led to physical storage challenges. “Every campus had huge storage spaces, filing cabinets after filing cabinets,” Yarbrough explained. “We were able to get rid of all of them, selling them in auction. We converted those storage spaces into offices or conference rooms. Across our 22 campuses, that’s at least 45 rooms now available for office or storage space.”

The district digitized over 17,000 cumulative student folders and created electronic folders organized by campus, grade level and student document categories and types. For both new and archived records, Laserfiche automatically applies document security by document type and employee role, enabling the district to assign and track nuanced levels of record access. Additionally, records retention schedules help administrators manage the lifecycle of student files, including disposition, facilitating compliance with recordkeeping requirements.

Yarbrough’s team now uses Laserfiche Forms to build solutions for every student and staff need, with over 400 forms currently in use. Administrators, teachers and staff can quickly upload documents —including new report cards, health forms, attendance notes and athletics physicals — into the digital student folder. The result is a more accurate, holistic student file that can be accessed on-demand through a web portal. “With Laserfiche, we will never have lost files,” Yarbrough said.

The shift to digital has been transformative for daily operations. “For instance, if a student is absent, parents can now use a Laserfiche form to upload the necessary documentation, including medical notes,” Yarbrough explained. “It flows directly to the attendance clerk, is coded into the student’s attendance file, and is either approved or denied.”

Even students are direct users. “In high school, students can exempt exams if they meet certain criteria, Yarbrough noted. “Students go in and request an exemption from a class, and then the teachers can review and approve it. So our kids are very familiar with Laserfiche as well.”

Expediting Student Enrollment and Record Transfer

By digitizing student files and forms, the district drastically improved the student enrollment process for both parents and staff. Parents now complete enrollment forms online in the district’s student information system, Skyward, and Laserfiche Workflow automatically files them in the relevant folders in the repository. For returning students, a database lookup populates the students’ information from the previous school year — reducing the number of forms that students and parents have to complete and lessening the document management burden on administrators.

Total enrollment processing time has been reduced by 75%. Additionally, all enrollment forms are available district-wide within 24 hours of submission. Beyond these benefits, the district’s student data is more accurate since Laserfiche eliminated much of the manual data entry and folder creation.

Because all student records are digital, file transfers with other school districts are also expedited. “When a student withdraws, you have to submit a TREx (Texas Records Exchange) record for the other campus,” Yarbrough explained. “We have it set up so there’s a Laserfiche form for a TREx Export.

Everything filed in that student’s folder is tagged as ‘TREx.’ Before, you’d have a folder you had to copy and copy. Now, it combines all tagged documents into a PDF file, and we just upload it to the state.” This process allows thousands of pages to be transferred seamlessly in just a few minutes.

Enhancing Public Information Requests and Staff Operations

Laserfiche has also revolutionized the handling of public information requests. “Public information requests used to be awful to deal with,” said Yarbrough of the requests, which are wide-ranging, from campus fight statistics to employee salaries. “Now, we are not going and searching for these documents. It only takes a couple clicks and we’re able to deliver those records in a timely manner, which is crucial, because on public information requests, you only have 10 days. Turnaround is very quick. We’re able to pull all the records we need and send them to the requestor, usually the same day.”

For staff, Laserfiche extends beyond contracts. “Not all our employees had a district email, like our bus drivers and custodians,” Yarbrough said. “So their notifications are through Laserfiche — whether it’s contracts or supplemental pay agreements. If they’re working extra hours, they fill out a timesheet, and Laserfiche calculates that for them to get paid.” This has streamlined processes for all 2,700 employees.

The Role of Ricoh Document Scanners in Digital Transformation

A critical component of New Caney ISD’s digital strategy is the widespread deployment of Ricoh scanners, specifically models 8190 and 8170. “We have about 500 scanners right now, with about 25 scanners per campus and five to six per department,” Yarbrough explained.

This pervasive access to scanning technology has fundamentally changed document handling. “When we first started, we used a copy machine, then emailed. That’s way too many steps,” Yarbrough said. “Now, with the scanners, employees can scan a driver’s license, all the documents they need, and get rid of paper. No one even has printers at their desk anymore. We can scan immediately right when the person is there during new student registration or onboarding, and give documents right back to them. There’s no copying needed.”

While the district aims for paperless operations, some physical documents remain, such as handwritten testing packets for special education students or parent notes. “We’re always scanning,” Yarbrough said, citing examples like teacher certificates, discipline statements, and out-of-state queue folders. The integration with Laserfiche ensures these scanned documents are immediately filed and accessible.

Tangible Benefits and Future Projects

The success of New Caney ISD’s Laserfiche implementation, bolstered by their investment in Ricoh scanners, has yielded significant, quantifiable benefits:

Massive Digitization: The district digitized over 370,000 HR records and more than 2 million student records and enrollment processes without requiring external IT expertise.
Cost Savings: Over $330,000 saved by implementing Laserfiche instead of outsourcing records scanning and storage. Paper usage has dropped by 40%.
Expedited Processes: Student enrollment processing time reduced from two hours to less than 30 minutes, with all enrollment forms available district-wide within 24 hours. Student file transfers to state agencies and other districts was reduced from 45 minutes to just two. And hiring new employees, which once took a month, can now be completed within a day.
Enhanced Compliance: Laserfiche has helped the district comply with FERPA and HIPAA regulations, enabling granular control and tracking of records access. Records retention schedules ensure timely destruction of files, a critical compliance measure that was previously unmanaged.
Improved Accessibility: Teachers and administrators can now access records from anywhere with an internet connection, eliminating the need to physically retrieve documents from a records warehouse.
Increased Efficiency: The district has saved significant time and money, enabling staff to “work smarter, not harder.”

The initial success of Laserfiche has led to rapid adoption across all the district’s administrative units. “When others see what Laserfiche can do, they want more,” Yarbrough says. “We can provide administrators with immediate solutions to district issues, like employee onboarding, class coding, and enrollment, and implement solutions in a matter of days by using forms and document management. When they ask for something, we can drop everything and can fix it quickly with Laserfiche.”

Looking ahead, New Caney ISD is expanding Laserfiche to operations, digitizing architect files for buildings and renovations, including three buildings being renovated and four new ones under construction.

Yarbrough frequently shares her district’s success, often hosting other districts interested in digital transformation. “Your possibilities are endless,” she added. “You’ve got to think out of that box because Laserfiche can do it. There is no limit to what Laserfiche can do.”

How Collin County Automates the Early Identification of Mental Illness Process

Laserfiche Solution Contributed By: Paul Garrison, Records / ERMS Specialist and Tim Nolan, Senior Applications Manager, Collin County, TX

Collin County, TX is one of the fastest growing counties in Texas and the nation. The county’s population is 980,000 and the county is part of the Dallas/Fort Worth Metroplex.

In order to serve an expanding population, the county has been shifting to digitizing and automating many business processes in multiple departments. One recently automated process that has a huge impact is the Early Identification of Mental Illness (EIMI) process in the jail.

Every person who is booked into jail has to go through a mental health screening. Certain inmates who complete the screening end up being placed on a mental health watch list. Each person must go through the entire process in 12 hours for the jail to not incur violations.

The EIMI process used to be entirely paper and email based, resulting in lost documentation and failed audits. The county decided to streamline it with Laserfiche Forms and Workflow.

“The most essential reason for automating and standardizing this process is that we don’t want anyone slipping through the cracks,” says Tim Nolan, Senior Applications Manager. “The new Laserfiche process has become one of the most critical systems in the county.”

Processing has decreased from four hours a day to minutes

Whenever a person is booked into jail, the booking staff fills out an extensive electronic form that contains Yes or No questions about the person’s mental health. Any Yes answer is considered a red flag.

The EIMI screening is performed using a Laserfiche form. Click the image to see the whole form

Once the form is submitted, it is added into the queue for the medical team to review. If the medical team doesn’t finish review of the form within an hour then the supervisor is notified to sign off on the form instead. In order to simplify medical and supervisor review, any questions with a Yes answer are highlighted in blue.

In order to improve review, all questions with an answer of Yes are highlighted in blue

The workflow that notifies the supervisor if the medical team doesn’t review the EIMI form within an hour

Once the supervisor approves the form, Laserfiche Workflow generates a report from the data and emails it to the magistrate. If no one signs off within eight hours, the magistrate is also notified that the review isn’t finished.

The email that is sent to the magistrate contains a link to the Laserfiche folder where the EIMI form and relevant documents is stored

The report that is sent to the magistrate is generated through Workflow using SQL Server Reporting Services

A section of the workflow that generates the report and emails the magistrate

All forms, whether completed or incomplete, are stored in folders in Laserfiche with appropriate records management properties automatically applied.

All screening forms are stored in the records management section of the repository and kept for one year

Each form has its review and approval history included on the first page, which simplifies audits.

The history of each screening is recorded and timestamped

This is what the entire process looks like in the Laserfiche Forms process model:

The EIMI process is created in Laserfiche Forms

EIMI is one of the most critical processes in the county

The EIMI process is up 24 hours a day, seven days a week. Processing time has decreased from four hours a day to just minutes. Audits are so much more painless since the full history of each screening is recorded and timestamped along with the form. Timers and notifications enable screenings to take no more than 12 hours to complete from start to finish, ensuring that the county is following rules and regulations.

How Symbria Inc. Uses Laserfiche to Streamline Plans of Care for Patients

Laserfiche Solution Contributed By: Hien Do, Software Development Manager; Boris Remus, Senior Software Engineer, Symbria Inc.

Symbria Inc. provides therapy services to hundreds of skilled nursing facilities. The organization was challenged with manual paper processing prior to implementing Laserfiche. One area that was especially paper heavy and inefficient was obtaining the required physician signatures and dates on the patient plans of care forms.

Within 30 days from the start of a patient’s care, their treatment plan must be approved by a physician or reimbursement for the treatment may be denied. Previously, the Rehab Program Manager printed a patient’s plan of care from the therapy software. The plan of care was then hand delivered or faxed it to the appropriate physician for a signature. Once the signatures were obtained, the Rehab Program Manager scanned in the plan and attached it to the patient’s record back into the therapy software. The program manager would also have to fax or hand-deliver the plan of care to the medical records department at the facility in order for the payments to be processed correctly.

Rehab Program Managers, who are highly trained therapists themselves, spent a lot of their time performing administrative tasks like tracking which documents haven’t been signed and following up with physicians who did not sign the plans of care. Facilities vary greatly in size which means some process a small number of documents a week, while others can process in excess of 100. This volume resulted in a significant amount of program manager time investment.

Symbria evaluated the entire process and decided to use Laserfiche to optimize it. The current process transfers most of the work from the Rehab Program Manager to the staff at the corporate office and uses Laserfiche Forms and Workflow to automate routing and faxing.

The Plan of Care is Routed and Faxed Electronically

The new process still starts with the Rehab Program Manager generating the plan of care document, but now, he or she uploads it to a Laserfiche form. From there, everything is handled by staff at the corporate office.

Once the plan of care is uploaded and the form is submitted, the plan of care is saved in the repository and Laserfiche Workflow creates and stamps a barcode onto the document. The barcode uniquely identifies the plan of care. Workflow then runs a series of checks to make sure that the information in the plan of care is correct. Workflow checks that:

The physician identification number has 10 digits
The patient name is valid
The therapy discipline is valid
The date is valid

If the plan of care does not pass all the checks, then it must be validated manually. The corporate processing staff performs the validation task in Laserfiche Forms.

Once the plan of care is validated, Laserfiche Workflow looks the physician up in the database to obtain his or her fax number. The document is then faxed digitally to the fax number using a faxing service.

When the physician signs and faxes the document back, Symbria receives an electronic version of the document from the fax service that is then imported into Laserfiche using the Import Agent. Workflow reads the barcode to associate the document with the original and routes it to the processing staff at the corporate office to verify the document is correctly signed and dated. Once that step completes, the processing staff attaches the document to the patient’s record in the therapy software and Workflow sends a copy to the medical records department at the appropriate skilled nursing facility.

If the physician doesn’t return the plan of care in a timely matter, the corporate staff member gets a task assigned to him or her in Forms to follow up with the physician. When opening the task, the staff member sees helpful information, such as the physician’s fax and phone numbers. The physician is also automatically notified through Workflow on a regular basis if he or she hasn’t sent back the signed plan of care.

Automation Saves Each Facility an Average of Five Hours a Week

On average, with this automation, each facility saves five hours a week by not having to manually fax and deliver plans of care. The largest benefit, though, is that the Rehab Program Manager no longer has to obtain physician’s signatures. Instead of chasing physicians down, the Rehab Program Manager can focus more on patient care. Laserfiche also gives the company stringent control over document access, which is a must in the heavily regulated healthcare industry.

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.

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.

St. Paul’s College, South Australia

Laserfiche helps St Paul’s College automate various student services, saving staff hundreds of hours per year to better focus on value-added activities for students.

My name is Neville Atkinson. I’m the Business Manager at St. Paul’s College. My main responsibility is the financial oversight of the college.

My name’s Ann Haywood and I’m the Assistant Business Manager at St. Paul’s College.

St. Paul’s College is a Reception to Year 12 Catholic boys’ school in the Edmund Rice tradition. We’re part of a Catholic network across Australia of 5,000 staff and we employ around 80 staff here at our College.

What motivates me to come to work every day is the opportunity to help both staff and students access private education when they may not normally be able to afford that. The key bottleneck that we face is the management of any collection of data.

With the introduction of the Royal Commission in Australia, a lot of our student records and staff records need to be kept forever, so previously our system was paper-based and we needed a new platform to be able to retrieve the information in a timely manner.

I first realized that Laserfiche was a good solution for our organization when we began some training, and that was generally because we began to see the potential that the software product had and how we could apply in our situation.

Some of our expectations and goals for Laserfiche were the storage management and retrieval of large amounts of information that we used to hold in paper files. We were also trying to achieve easy searchability and retrieval for those documents.

The other key things that we use Laserfiche for is electronic forms. We’ve automated a number of our forms which means that our staff are able to access those anytime, anywhere and we’ve got a consistent process.

The feedback we’ve had from users about the system that it’s easy to use, the searchability obviously is a great function, and just to have things at their fingertips has been fantastic.

The Laserfiche project has delivered a number of good return on investment outcomes, one of the key ones is that all of our data that we got from our parents used to be keyed in manually and we’ve now been able to automate that process. We estimate that saved us over 200 days of input from our staff.

I see our organization using Laserfiche in the future with integration with our current software product, as well as online forms and the implementation of accounts payable.

Yeah, we’re really excited about the opportunities of using Laserfiche going forward. We’re continuing looking at our systems and processes and we’re hoping by the middle of next year we’ll have all of our documents digitized.

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.

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