The North County Transit District manages public transportation operations in the North San Diego County area, including light rail and community rail systems, buses and disability transportation.
“We move approximately 12 million people a year,” says Sonya Finley, Document Control Coordinator. “We’re small in size, but we do a lot of heavy lifting when it comes to transit.”
Maintaining proper access to public records is critical to compliance with regulatory requirements. As a transportation organization, the transit district’s key processes—such as confirming staff members are following standard operating procedures—also ensure the safety of the operation’s millions of passengers.
Moving Away from Shared Drives
In the past, the transit district stored documents on shared drives without a standard organization method, making it difficult for staff to find the right versions for public information requests and new projects. “If you can’t find the documents, you can’t really do business,” Finley says.
To improve staff efficiency, the transit district needed to create a more centralized structure for document management and an organized repository for records retention.
Streamlining Records Retention
Using Laserfiche, the transit district created an organized shared repository for public records as well as department-specific document structures. “If they’re in one centralized place, then my job is a lot easier when it’s time to do a records destruction,” Finley says.
The transit district also used Laserfiche to add in workflows and digital forms to automate processes such as time off requests and new employee onboarding. “The document flows through, and boom, the person gets it. They fill it out and it moves to the next step,” Finley says. “Nothing gets lost on somebody’s desk.”
Benefits include:
Reduced staff time spent finding and retrieving documents for Freedom of Information Act (FOIA) requests
Quicker submission, review and approvals for contracts, time off requests, staff reports, project approvals and more
A more organized, compliant records retention and destruction process
“When staff comes in the morning, they’re opening Laserfiche; it has become part of our daily routine,” Finley adds. “When we have that approval process, those things get cleared and reviewed in a timelier manner. That ensures that all of our staff and even our contractors are following standard operating procedures, so that we can ensure the safety of our passengers.”
The Arkansas Department of Labor works to ensure workplace safety for more than 3 million citizens each year, overseeing inspections for everything from elevator operations and amusement park rides to child labor, minimum wage and overtime practices.
Structured information access is critical for the departments’ inspectors to review claims quickly and improve workplace safety standards.
Identifying Inefficiencies
“The biggest challenge that we face is making it easy for the people that we service,” says Ken Anderson, Senior Software Analyst for the department. “We want to be able to efficiently serve them and respond to them quickly.”
With claim documents spread across hundreds of filing cabinets, employees previously spent days trying to find the documents they needed during the inspection process. Wage claims could take up to three months to complete.
The department turned to Laserfiche enterprise content management software to reduce the length of inspections by digitizing the wage claim process and provide instant search and retrieval.
Going Digital for Faster Constituent Service
With Laserfiche, the department created an electronic form which enables anyone to submit a wage claim online. The claim is automatically assigned to an investigator for review and stored in the Laserfiche digital repository. Inspectors in the field access Laserfiche on iPads, enabling them to instantly update the claim with new documentation in real-time. Throughout the process, Laserfiche automatically notifies the submitter of the status of their wage claim.
The new process has expedited the department’s public service and produced significant ROI for the use of taxpayer dollars.
Benefits include:
The department can complete wage claims in 36 days instead of 120 days
The department saves $60,000 annually on building and storage space for records
Investigators receive reports from inspectors in field instantly
“Not only is Laserfiche effective within the agency, but it means so much to the person waiting on that check,” Anderson says. “To be able to get it 70 or 90 days sooner is so important to them.”
With over 22,000 students, Linn-Benton Community College is one of the largest community college systems in Oregon.
A growing student population placed increased demands on the college’s Enrollment Services division, which processes around 15,000 applications each year. In order to keep up with the demand, the college needed to expedite transcript review and find an efficient way to inform students about their course options and graduation goals.
Identifying Areas for Efficiency
“Before Laserfiche, it took us about six to eight weeks to complete a transcript evaluation,” says Amy Sikora, Assistant Director of Enrollment Services. “We would get transcripts in from the students, and then they would just sit there unless the student filled out an online request form asking us to evaluate them.
“We had students calling us all the time asking if we received their transcript or if we evaluated their transcript,” Sikora adds. “It was a really clunky process.”
Driving Digital Student Services
The college worked with Laserfiche solution provider CDI to implement a Laserfiche solution for an online transcript evaluation service that:
Allows students to instantly upload transcripts and request an evaluation
Automatically assigns transcripts to a reviewer
Instantly cross-references transcripts with the college’s Banner system
Analyzes and automatically emails enrollment criteria to students with further instructions and outcomes
By applying this process to class petitions, transfer credits, course refunds and more, staff can stay in constant communication with students about their options.
“Students are communicated with every step of the way, which is great because it saves us a ton of phone calls,” says Sikora. “Staff like it because it just does everything for them. It helps in many different ways—for students going into special admissions programs, and even bypassing placement testing can be really beneficial for students.”
Benefits include:
Students can instantly submit and request transcript reviews online and receive personalized instructions on next steps
Average time to review transcripts has been shortened from six weeks to a single week
Staff workloads can be reconfigured in real time based on transcript volume and document types
“The goals were to reduce the time that it takes to evaluate transcripts, keep everybody notified and just have the process flow better,” said Sikora. “Laserfiche solved all those things for us.”
The North Carolina Division of Water Resources’ mission is to protect the state’s surface water and groundwater resources, which includes ensuring safe drinking water, issuing pollution control permits, evaluating environmental water quantity and quality, and enforcing environmental regulations.
The division’s functions—from day-to-day operations to long-term initiatives—require the collaboration of multiple agencies, communication with citizens and the relaying of time-sensitive decisions and documents.
“When it comes to project-related decisions, we have a 30-day turnaround, and sometimes we need to send information across the state,” says Beverly Strickland, Laserfiche Administrator for the North Carolina Division of Water Resources. These deadlines, coupled with the growing need to operate more efficiently, led the division to examine how it was managing information.
Changing Tides
“When we used to snail-mail documents, it was really hard to meet deadlines,” Strickland says. “If the mail gets lost or delayed, you’ve just waived a project. It doesn’t matter how big it is.”
To facilitate faster review and decision-making, the division digitized documents with Laserfiche enterprise content management software. Using Laserfiche, employees can now perform quick searches for information, automatically archive records and easily share documents with other employees or the public by simply sending a link.
Even employees who work in remote areas benefit from the division’s digital transformation. “We have people in the mountains and on the coast that have small bandwidth,” Strickland says. “Laserfiche enables them to view necessary information without having to download an entire PDF.”
The Wave of the Future
The division recently began automating business processes using Laserfiche, which will unlock even more efficiencies as managers gather data on workflow and resource allocation. The Laserfiche Business Process Library, which provides downloadable templated solutions to automate hundreds of common business processes, has been a starting point for the division.
“What I love about the Business Process Library is that I’m not having to reinvent the wheel,” Strickland says. “I can sit with people involved with the process and say, ‘What do you need to see?’ and make adjustments to what Laserfiche has already created.”
Benefits include:
Shortened response times to requests for information from days to minutes
Reclaimed staff time that is now used for tasks such as writing permits and enforcing environmental regulations
Digitized information that enables the division to automate processes for even more efficiency
“It’s the wave of the future,” Strickland says of the division’s digital transformation. “If we want to work toward processes that are more efficient for citizens as well as staff members, we have to find those time savings.”
The Alabama Department of Mental Health provides critical services to over 200,000 patients annually at hospitals and clinics across the state. With medical archives dating back over 150 years, the agency must manage patient data in a manner that enables staff to easily and quickly find the information they need.
Implementing Agency-Wide Records Management
“The American Recovery and Reinvestment Act asked all organizations, such as ours, to demonstrate meaningful use for information and have electronic health records to keep funding with Medicare and Medicaid,” said Cindy Shrum, Director of Information Systems. “We want to maintain our Medicare or Medicaid funding, but having an electronic records management system is also just easier. We’re able to get the information when we need it.”
Upon the recommendation of the State of Alabama, the agency selected Laserfiche as its records management solution. Laserfiche’s ease of use and competitive pricing meant the department could more productively use federal funding to create an agency-wide records management system for patient records.
Improving Patient Care through Staff Efficiency
The department partnered with the state, which was already using Laserfiche, to procure the software; this partnership also shortened implementation time and improved data sharing. The department has since digitized all medical records at Bryce Hospital, the state’s oldest and largest inpatient psychiatric facility.
“We’ve got them organized so you can see the physical history, the summary, and the progress notes,” Shrum says. “What I like about Laserfiche is that in just three clicks, we’re in the electronic health record. For a clinician, especially our doctors, that time matters to them.” Benefits include:
• Eliminated the need to build a warehouse for patient archives, freeing up additional funds for patient services
• Created efficient process to automatically digitize, organize and file full charts of new and archived patient data in a shared repository accessible to clinicians and nurses across departments
• Integrated document management with the agency’s CoCentrix medical system eliminates repetitive data entry
• Increased compliance with federal laws, ensuring continued Medicaid and Medicare funding
These financial and operational improvements have ultimately enabled the Alabama Department of Mental Health to provide better quality health care and a greater volume of patient visits. “We started out small, but the potential is unlimited,” Shrum says.
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.
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.”
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.
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.”
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.”
