Transforming Corrections: How Idaho Department of Correction Leverages Laserfiche for Efficiency and Security

The Idaho Department of Correction (IDOC) is responsible for supervising individuals sentenced to their jurisdiction. This includes providing programs and support during incarceration and ensuring a smooth transition back into the community upon release. To streamline operations, enhance security and improve efficiency, IDOC implemented Laserfiche as its document management system (DMS).

We sat down with project manager for IDOC, Cassandra Lint, to take a deep dive into how Laserfiche helped IDOC meet the challenges it faces both as a corrections department and more generally as a government agency, by transforming how it manages information.

Streamlined processes and increased efficiency

“One of the major benefits that we see with Laserfiche is the flexibility of the automation and being able to work between the different business needs of our work groups,” Lint explained.

Since being implemented, Laserfiche has replaced paper-based forms and workflows with electronic processes, leading to significant improvements in efficiency. IDOC can now manage various forms, including project requests for Laserfiche access, through a centralized system. This eliminates the need for manual routing and filing, reducing processing times and the risk of documents getting lost.

Enhanced collaboration and data sharing

A critical aspect of IDOC’s operations is collaboration between internal staff and external providers. Laserfiche integrates seamlessly with IDOC’s internal client management system through an API. “We use the API to communicate between forms that are [associated with] outside providers that don’t have access to our internal network,” explains Lint. “So they can submit data that then gets reviewed by our providers internally in our department that then get[s] input into our client management system.”

This integration eliminates the need for external providers to send data via email or fax, ensuring timely and secure information exchange. Additionally, standardized data entry through Laserfiche forms guarantees consistency and reduces the burden of manual data entry for IDOC staff.

Improved security and accessibility of records

Security and accessibility are paramount for any organization managing sensitive information. Laserfiche addresses these concerns by providing a secure repository for IDOC’s critical documents, including human resource files, investigation files, policies and SOPs.

Laserfiche ensures the security of these records through robust access controls and audit trails. Additionally, the system’s OCR capabilities allow for easy document retrieval based on keywords or phrases within the document content. This eliminates the time-consuming process of searching through physical files and reduces the risk of misplacing documents.

Embracing digital transformation: the case of medical records

IDOC is undergoing a significant digital transformation by transitioning from paper-based medical records to an electronic format. “We have a current project right now, where the last of our medical records are being digitized and imported into our Laserfiche repositories,” says Lint.

This initiative offers numerous advantages. Physical storage costs associated with paper records are eliminated. The risk of documents getting lost during transportation between facilities is mitigated. Importantly, OCR empowers staff to locate specific medical records efficiently, ensuring timely access to critical patient information.

Planning for the future: records management and integration

Looking ahead, IDOC plans to leverage Laserfiche’s records management features to ensure proper record retention and disposal in accordance with regulations. “One of our upcoming projects that we’ll be working on is implementing records management with our document repository systems,” Lint explains. This will streamline recordkeeping practices and ensure compliance with legal requirements.

Furthermore, IDOC is exploring the possibility of integrating their Laserfiche environment with other jurisdictions. This collaboration could significantly enhance efficiency by eliminating duplicate data entry and streamlining information exchange across different agencies. Additionally, IDOC plans to replace an in-house web application with a Laserfiche integrated process, further optimizing workflows and reducing reliance on custom-built solutions.

The power of user-friendliness

In today’s world, user-friendliness is paramount for any technology to gain widespread adoption. Laserfiche stands out in this regard, as Lint emphasizes: “One of the cool things about Laserfiche is the flexibility that the different applications have and the ease of use for end users who maybe aren’t technically inclined.”

The system’s intuitive interface and drag-and-drop functionality allow staff with varying technical skillsets to navigate Laserfiche effectively. This eliminates the need for extensive training and ensures that staff can focus on their core competencies.

Conclusion: a model for efficiency and security in corrections

The Idaho Department of Correction’s implementation of Laserfiche serves as a model for other correctional institutions striving to streamline operations, enhance security and improve efficiency. By leveraging Laserfiche’s automation capabilities, secure document repository and seamless integrations, IDOC has demonstrably improved its ability to manage information and serve the community.

Cassandra Lint’s experience as a Laserfiche Champion further exemplifies the value of collaboration between government agencies and technology providers. Open communication channels ensure that technology solutions continue to evolve and meet the ever-changing needs of the public sector.

As IDOC continues to explore the full potential of Laserfiche, other correctional institutions can learn from their success story. By embracing digital transformation and implementing user-friendly document management systems, correctional facilities can position themselves to deliver exceptional service while optimizing internal processes and ensuring the security of sensitive data.

Further reading

Eager to learn more about how Laserfiche can improve the everyday operations of government agencies and organizations? Visit our government solutions page.

Want to see Laserfiche in action? Schedule a consultation for a personalized demo of our leading enterprise content management platform.

Streamlining Lending Processes: The Power of Automation in Driving Revenue and Productivity

In today’s financial landscape, lending processing stands as a cornerstone for institutions, providing not only substantial revenue streams but also diversifying product offerings to meet a myriad of customer needs. Total U.S. household debt reached $17.05 trillion in 2023, with mortgage balances standing at $12.25 trillion, making it one of the largest asset classes in the United States. However, the traditional paper-based approach to lending poses significant challenges, leading to inefficiencies, errors, and compliance risks. As financial institutions navigate this terrain, leveraging lending automation emerges as a game-changer, offering streamlined processes, improved productivity, and enhanced revenue generation opportunities.

Insights from a survey by Laserfiche and Credit Union Times revealed the urgency of embracing automation. Over half (52%) of banking respondents prioritize driving new sources of revenue through digital transformation in document and information management today, while 48% focus on creating a digital-first member experience. However, challenges persist, with 62% of respondents facing manual tasks, reviews, and approvals, and 60% grappling with manual and inconsistent data processing. Furthermore, 56% have yet to commence automating tedious tasks and busywork, indicating the pressing need for automation in document and information management.

Consolidating data for efficiency and security

A pivotal aspect of lending automation is the establishment of a single source of truth, a centralized repository that captures data from various business systems through intelligent data capture tools. By automating data validation and navigation, institutions can minimize manual errors and ensure data consistency, mitigating risks and optimize fraud detection associated with scattered documents. This consolidation enhances operational efficiency while bolstering data security, which is crucial in an era of heightened cybersecurity threats. For instance, Bath Building Society exemplifies this approach by adopting comprehensive data management solutions, enabling seamless integration across disparate systems. Such consolidation empowers employees to access accurate data swiftly, facilitating smoother lending operations and bolstering compliance efforts.

Enhancing customer experience through faster lending processes

Leveraging content-centric process automation tools marks another pivotal step in lending automation. When financial institutions use electronic forms to both run the lending application process and capture customer information, all of that data can be automatically and securely transferred to core banking and loan original systems. This reduces the amount of time it takes to initiate lending procedures. Automated review and approval processes within content services platforms further expedite operations, fostering team collaboration and reducing processing bottlenecks. For example, integrating electronic signature platforms streamlines loan package generation, expedites approval processes and enhances customer experience. This approach minimizes manual interventions, reduces turnaround times, and fosters greater customer engagement, nurturing long-term relationships and loyalty.

Unlocking revenue potential and ensuring compliance

The benefits of lending automation extend beyond operational excellence to revenue generation and regulatory compliance. Improved data accessibility, facilitated by seamless system connectivity, expands institutions’ capacity to process more applications swiftly. By cutting operational costs and enhancing productivity, institutions can allocate resources more strategically, further fueling revenue growth.

Lending automation emerges as a transformative force in the financial landscape, offering institutions the means to drive revenue, improve productivity, and enhance customer experiences. By embracing automation technologies, institutions can confidently navigate the complexities of lending processing to capitalize on emerging opportunities and deliver unparalleled value to customers in an increasingly digital world.

Explore additional resources from the Laserfiche banking solutions page: https://www.laserfiche.com/solutions/financial-services/banks-and-credit-unions/

Faster Permits, More Revenue and Better Public Access for the North Carolina DEQ

The North Carolina Department of Environmental Quality (DEQ) has undergone a significant digital transformation, replacing paper-based workflows with a centralized document management system. This shift, spearheaded by Chief Data Officer Miriam Patrocinio, has resulted in improved efficiency, data accessibility and environmental protection efforts.

Proper permit tracking, facilitated by the new system, ensures compliance with regulations, preventing pollution and safeguarding North Carolina’s environment. Additionally, the improved fee collection system allows the DEQ to hire more permit reviewers, further strengthening environmental oversight. We recently sat down with Patrocinio to discuss in detail the impact that Laserfiche, and the digital transformation initiatives it played a part in, has helped the agency be more effective.

From paperwork to digital workflows

Prior to the implementation, the DEQ relied heavily on physical documents for permit applications and associated fees. This manual process hampered both tracking and revenue collection. Recognizing the need for a more sustainable solution, the DEQ embarked on a comprehensive digitization initiative.

Laserfiche serves as the DEQ’s central repository for scanned documents. Beyond simply storing data, the system offers functionalities such as:

  • Automated workflows: Streamlined permit application processes with online forms and automated approvals.
  • Improved fee collection: Automated invoicing ensures timely collection of permit fees, generating revenue for the agency.
  • Federated search: Seamless search across Laserfiche repositories and SharePoint sites eliminates the need to search through multiple systems, saving time and effort.

A focus on existing infrastructure: expanding Laserfiche’s capabilities

Patrocinio emphasizes that maximizing the value of existing technology, as Laserfiche was in DEQ’s case, can be an effective strategy for addressing business challenges. “Upon joining the DEQ,” she states, “Laserfiche was already established. The agency possessed a team dedicated to developing workflows, forms, and overall digitalization efforts for the past half-decade.”

This existing foundation proved crucial, particularly during the challenges presented by COVID-19. “The pre-existing collaboration within the department was invaluable,” Patrocinio explains, “although it was somewhat siloed within a specific department.” Recognizing Laserfiche’s potential, its user-friendliness, and the availability of existing licenses, Patrocinio made a strategic decision.

“The initial step,” she elaborates, “was to designate Laserfiche as the official document repository for the DEQ. Every document and file generated by the agency would be housed there.” This critical action ensured a centralized location for all information. However, Patrocinio’s vision extended beyond mere storage.

Bridging information gaps: federated search for improved public access

Understanding the importance of accessibility, Patrocinio focused on leveraging Laserfiche’s Federated Search functionality. This powerful tool allows users to search across various repositories and SharePoint sites, eliminating information silos. “The DEQ frequently receives public data requests,” she explains. “Locating the precise information was a time-consuming process.”

The DEQ’s success with Federated Search highlights its broader applicability. This technology allows organizations to search across various data sources, eliminating information silos and streamlining access to critical information. This can be particularly beneficial for public record requests, where retrieving documents from multiple locations can be time-consuming.

Federated Search bridges this gap by empowering the public to find the information they need more efficiently. This fosters a more transparent and collaborative relationship between the DEQ and the communities it serves.

Laserfiche: a platform for continued growth

Looking ahead, the DEQ acknowledges the potential of AI to revolutionize information retrieval. The agency envisions a future where AI can analyze data within repositories, answer questions, and summarize documents, leading to a more intuitive and collaborative way to interact with information.

In addition, Patrocinio clearly sees Laserfiche’s potential as more than just a document management system. “We recognize the potential of the CRM module again,” she says, referring to Customer Relationship Management. “We already possess the platform and the internal expertise to develop it further. We are continuously building capacity in this area.”

The DEQ has also further integrated Laserfiche with its Microsoft Dynamics and GIS (Geographic Information System), creating a more robust digital ecosystem. “The potential is significant,” Patrocinio concludes. “…I encourage everyone to take a closer look [at Laserfiche] and explore its full potential.”

Conclusion: a sustainable future through digital transformation

The North Carolina DEQ’s journey with Laserfiche exemplifies the transformative power of digital transformation. By embracing innovative solutions and optimizing existing resources, the DEQ has streamlined operations, strengthened environmental protection efforts, and fostered a more open and collaborative relationship with the public.

Patrocinio’s leadership embodies the importance of strategic vision and a commitment to leveraging technology for positive change. As she concludes, “Our core mission is to safeguard the health and prosperity of all North Carolinians. Technology itself is not the focus; it’s about utilizing the tools at our disposal to make a genuine difference in the lives of the people we serve and the environment we all share.”

The DEQ’s success story serves as an inspiration for environmental agencies across the globe. It demonstrates that by embracing digital transformation and fostering a culture of innovation, environmental protection can become more efficient, effective, and accessible to all. By breathing new life into old data and empowering people with the right tools, we can collectively ensure a healthier planet for generations to come.

Further reading

Eager to learn more about how Laserfiche can improve the everyday operations of government agencies and organizations? Visit our government solutions page. Want to see Laserfiche in action? Schedule a consultation for a personalized demo of our leading enterprise content management platform.

Stonehage Fleming Integrations Drive Operational Excellence

SITUATION

• 19 offices spread across 14 geographies
• Needed a workflow engine to power automated processes for the company’s divisions that have diverse requirements and regulatory needs

RESULTS

• Saved time and money streamlining approval processes while freeing up resources to provide better client service
• Created better consistency, efficiency and collaboration by standardizing core processes
• Saved over $150,000 and 100,000 hours to date

Entrusted with the management, fiduciary oversight and administration of in excess of $170 billion of assets under administration, and $25 billion under management, Stonehage Fleming is serious about accuracy, security and service.

The firm has 19 offices spread across 14 geographies, and prides itself on all operations being in precise alignment with clients’ financial goals. This requires highly coordinated systems and teams — whether they are client-facing, in the middle office or back-office.

Stonehage Fleming

To achieve this level of efficiency, the Stonehage Fleming IT department is constantly optimizing business processes to ensure they stay ahead of staff, advisor and client needs. A big part of this optimization has been the adoption of Laserfiche as a process orchestration engine and backend information hub.

“We have over 800 staff who start Laserfiche Forms processes across three divisions of the company,” said Gert Bester, IT business systems manager at Stonehage Fleming. “These range from client onboarding to risk and compliance, to appointments and resignations. Everything we can think of — whether it involves integration, or it is a simple or complex solution — Laserfiche can do it.”

A Workflow Powerhouse

Prior to using Laserfiche to automate workflows, the IT team built many of its processes in Microsoft Dynamics Business Central but found it difficult to customize and maintain.

“Laserfiche is very user-friendly and easy to navigate, plus it gives us so many options when it comes to process design,” said David Knight, IT project manager and business analyst at Stonehage Fleming. “With Laserfiche, we simplified our forms templates as well, so we went from around 70 different templates down to three. That makes any changes and testing that needs to be done a lot simpler and faster.”

This discovery prompted the organization to move all automated workflows — which encompassed about 200 projects — to Laserfiche. While Stonehage Fleming’s Family Office and Investment Management divisions rely on Laserfiche for core processes, today, the company’s Group Services division is the heaviest Laserfiche user, as it supports all other parts of the company through core processes including:

  • Business development
  • New client onboarding
  • Risk rating
  • Client reviews
  • Appointments and resignations

With too many workflows to list, plus over 100 projects currently in production, Stonehage Fleming has been able to streamline operations that have direct impact on the bottom line, as well as the company’s ability to provide high quality client service.

To further cut down manual data entry, Knight, Bester and the IT team have built API integrations between Laserfiche and Microsoft Dynamics 365 Business Central, DocuSign, RiskScreen, Twilio, multiple third-party databases and the company’s website and proprietary data warehouse. The connections enable the automation of the creation of certain data, and eliminate the need for manual verification and other mundane, repetitive tasks.

Today, the team estimates that Laserfiche has saved over $150,000 and tens of thousands of hours, while they continue to collect data on efficiency gains in other areas.

“We are also replacing some built-in processes, which were slow and heavy to maintain, with modern, fully integrated and user-friendly Laserfiche Forms, improving back office and front office efficiency,” said Bester.

Breaking the Cycle of Mundane Tasks

Stonehage Fleming’s most successful Laserfiche digital transformation project to date has been the Business Development process, which involves the onboarding of clients or potentials client to any particular product offering. 

Onboarding is triggered by a client relationship manager and involves a number of automated tasks that are now managed by Laserfiche workflow, such as the creation of a bank account with Stonehage Fleming’s own treasury or an outside entity. Also required are a multitude of approvals, streamlined with Laserfiche as well. “The gains for us are in the templates that sit within the workflows,” Knight said. “Laserfiche pushes all data into those templates and it’s ready to be signed off very quickly.” 

“We have increased consistency, efficiency and collaboration by standardizing the main Business Development process across 11 offices,” Bester explained. “The result has been more visible and transparent results on Stonehage Fleming’s expected revenue stream.”

“We’ve seen over 8,000 of these processes run within the first few years of using the solution, and the amount is increasing year on year,” Knight added. Additionally, Annual Financial Statement Reviews and the Economic Substance process require complicated and lengthy approvals which were previously executed via email. These emails were manual reminders to staff to review sets of financial data and get back to an accountant within a certain amount of time.

“They were taking a lot of manual effort — from the emails to the signing and uploading of documents,” Knight said. “Today, there’s none of that. The whole process is truly automated; there’s no need to chase colleagues anymore, no lost emails or mixed-up versions. Even the storage process is automated.”

“Once all parties review the information, Laserfiche generates the resolution statements or minutes, which are uploaded with the workflow to DocuSign,” Bester said. “Then all documents are saved back into Laserfiche. Maintaining the custodian data (in Business Central) is done via APIs, so none of our users have to manually re-enter that information back into any system.”

Enhancing Security and Client Service

In addition to Laserfiche’s integration and workflow capabilities, Stonehage Fleming has benefited from the security tools that support the company’s strict information governance practices. “Due to regulatory requirements, client information in certain regions can only be viewed by specific offices — everything must be put in blocks or silos,” Bester said. “Oftentimes, compliance will need to see a user or investigate who has accessed that information, so Laserfiche Audit Trail has been quite handy. We have also built our own GDPR system module with Laserfiche workflow.”

Today, the team continues to optimize existing processes and develop new solutions to meet the needs of the business and its clients.

“We have an ever-growing list of business requirements coming in, for which we have also built an innovative solution with Laserfiche Forms that is used to gather requirements,” Bester said. “We have also accelerated the adoption of Laserfiche across the company by improving the workflows running in the background, while also making the business more independent by developing forms to manage metadata without any input from IT.”

Ultimately, the IT team aligns its work with Laserfiche with Stonehage Fleming’s values, which are focused on excellence, integrity and embracing the behaviors that make families harmonious and successful.

“Laserfiche enables us to provide better service,” Bester said. “When clients request information, we make it easier for our staff to retrieve that information. Instead of requiring the company to acquire more resources to do the work, we’re looking at ways to do more automation, so that the middle office can provide more support to the front-office team. In turn, our front office can better support our clients.”

Recorded Preview of Laserfiche 12 – Self Hosted

Live Preview of Laserfiche 12 – Self Hosted

Join Brianna Blanchard, Senior Product Manager and Pava Director, Product Management in a live presentation of Laserfiche 12. This session will showcase new and upcoming features as we prepare for Laserfiche 12's November 2024 release, highlighting the upcoming roadmap and developments:

  • New Metadata Template Designer
  • Test Mode in Forms
  • Updated Administration Console

Laserfiche 12 brings a number of key enhancements directly from customer requests, and we're excited to share this preview with you.

Please join us on demand
Duration: 1 hour

Unlock Efficiency in Insurance with Data-Driven, Integrated Systems

Unlock Efficiency in Insurance with Data-Driven, Integrated Systems

Nearly 40% of large insurers struggle with disconnected applications and information silos, according to a recent Laserfiche survey. Even with digital solutions in place, insurers face challenges with accessing information across systems, manual data migration, limited searchability, frequent app-switching to gather accurate policyholder details, and delayed, uninformed decision-making throughout business processes.

Join us to discover how to create a secure, single source of truth and connect it with your core insurance systems through integrations.

In this 60-minute session, we will cover:

  • Business priorities driving digital transformation in the insurance industry
  • A strategic approach to adopting content services solutions along with a process orchestration engine
  • How leading insurance companies are benefiting from this approach
  • Live demonstration
  • Q&A
Please join us on demand
Duration: 1 hour

Monómeros Innovates Accounts Payable and Tackles e-Invoicing Requirements

SITUATION

· Accounts payable relied on manual tasks and data entry
· Looming e-invoicing mandate required the digitization of purchase orders, payment terms and credit notes

RESULTS

· Integrated Laserfiche with SAP ERP to digitize both internal and external invoices and automate invoice processing
· Reduced average cycle time from 72 hours down to 10 minutes
· Improved traceability and compliance, inventory management and sustainability

In 2019, Colombia joined a host of other countries in mandating e-invoicing — an electronic billing approach that requires the digitization of purchase orders, payment terms and credit notes. E-invoicing requirements are becoming more and more common across the globe, with the goal of providing governments a more efficient means of auditing and tax and customs enforcement.

In order to accommodate the coming requirement, the agroindustrial company Monómeros sought a new document management system (DMS) with business process management (BPM) capabilities. “We saw that the versatility and capacity that Laserfiche had as a BPM tool would allow us to keep control of our documents, plus there was traceability that would comply with Colombia’s laws and archival standards,” said Esteban Echeverria, IT superintendent at Monómeros. “Laserfiche is not only a tool that will allow us to keep control of documents, maintain traceability and comply with the rules and archival standards of Colombia, but it also provides a platform that will allow us to automate business processes across the company.”

80% more efficiency in grant approvals process

With Laserfiche process automation and records management, along with an integration between Laserfiche and SAP, Monómeros fulfilled the country’s e-invoicing requirements while also accelerating the accounts payable (AP) process.

Today, the company’s AP cycle has been cut down from an average of 72 hours to just 10 minutes — a 99.77% improvement in efficiency.

The Seeds of Innovation: ERP Integration

Monómeros is a large agroindustrial company with an important role in supplying the necessary fertilizers for some of Colombia’s most important crops, including potato, coffee and palm. With a history dating back to 1967, the company has undergone a number of modernization initiatives for a more efficient, agile enterprise.

Accounts Payable (AP) is one area where the organization has seen tremendous impact. With thousands of invoices needing to be processed per month, manual tasks — such as data entry, inventory management, and data verification — can delay critical operations at any organization, causing missed deadlines and challenges in vendor and customer relations.

At Monómeros, the invoicing process relied on manual tasks and mailing invoices between staff and geographic locations.

“During the COVID-19 pandemic, invoices had to be manually assigned to each analyst and physically sent to them to be managed in our ERP,” said Carlos Daniel Machado, head of accounts payable at Monómeros. “Cycle times from when invoices were received reached up to 72 hours. We needed to optimize the process and reduce cycle time.”

On top of this, the Monómeros team needed to consider the e-invoicing requirements that would become compulsory for businesses in 2020. This perfect storm led them to Laserfiche, which was implemented with support from Colombia-based Laserfiche solution provider Gestech.

“Laserfiche offered a balance between all of our considerations, including cost, functionality, business process management (BPM) capabilities, a good user experience and local support with Gestech,” said Echeverria.

The goal was to digitize and optimize the process to increase efficiency and reduce costs; improve visibility and control; and strengthen business relationships.

To tackle the challenge, the Monómeros and Gestech teams created a Laserfiche workflow designed with four stages and integrations with the company’s SAP ERP software.

  1. 1. Invoice acquisition: Once received, invoices are digitized and indexed in Laserfiche. Laserfiche matches the supplier data to the invoice metadata, then routes the invoice to the accounts payable manager.
  2. 2. Assignment: Once the AP manager receives the invoices in Laserfiche, they assign them to the appropriate AP analysts.
  3. 3. Invoice entry: Analysts receive and review invoices in Laserfiche, which queries invoice tracking numbers that have been entered into SAP.
  4. 4. Payment: Payments are carried out in SAP, which queries payment proposal numbers associated with the invoices and relays them to Laserfiche. Payment numbers of paid invoices are also relayed to Laserfiche and recorded in invoice metadata.

The process not only applies to external invoices, but also to internal ones having to do with reimbursing employees.

“In the case of employee reimbursement, they file their request through a Laserfiche form and attach all necessary documents, and that generates a digital filing through Laserfiche in a matter of seconds,” said Machado.

Ripe for Digital Transformation

With this solution, Monómeros has been able to reduce the average cycle time from 72 hours down to 10 minutes. With an average of 1,500 invoices per month, Monómeros has seen a huge impact on overall time and cost savings. As added benefits, Monómeros has improved traceability and compliance, inventory management and sustainability.

“Not only have we been able to improve compliance practices and optimize processes with Laserfiche process automation, but we have also enhanced customer service and their overall experience.”

Carlos Daniel Machado, Head of Accounts Payable, Monómeros

“We are now working on an integration between Laserfiche and our vendor bill reception process. Every business process that needs to be automated or integrated with our content we see as in the scope of Laserfiche’s capabilities. This makes us excited for all of the future possibilities.”

Digital Transformation Takes the Stage at Maryland Theatre

SITUATION

• Legacy processes included physical files that made collaboration for each event challenging to all involved
• With over 300 events and performances each year, the Maryland Theatre needed to streamline information and processes related to its packed calendar, nonprofit operations, sales initiatives and maintenance needs

RESULTS

• Improved quality of documentation, enabling faster, more informed decisions and delivery of an overall higher quality client and patron experience
• Hired an additional staff member to support the growing performance and events schedule

The Maryland Theatre first opened its doors in 1915, as a Vaudeville house. In 1927, it became a movie palace that offered audiences multiple movies daily for over 40 years. Even after being partially destroyed by a fire in 1974 and a consequent renovation, the theatre remains a significant part of the area’s history. The anchor of the area’s Arts and Entertainment District, the Maryland Theatre is also listed on the National Register of Historic Places.  

While the staff of the century-old venue honors the past, they understand the importance of enabling audiences to enjoy the theatre for generations to come. That means ensuring the success of the business side of the theatre — digitizing and optimizing processes to improve efficiency, organization and collaboration across departments. The theatre now uses Laserfiche to support these efforts, collecting and managing information, and automating workflows so that staff can spend more time on creating a spectacular guest experience. 

Digital Transformation at a Century-Old Institution

The theatre staff spent years looking for a solution that would help streamline day-to-day tasks and processes that are typically managed through a customer relationship management software (CRM). “Nothing ever seemed right,” said Audrey Vargason, operations manager at the Maryland Theatre. “Any system we looked at was either too costly, not customizable enough, not user friendly, or not cloud based.”

Laserfiche solution provider Doing Better Business introduced Laserfiche as a potential fit for the Maryland Theatre’s needs. “Ultimately, we chose Laserfiche over a big-box CRM for reasons such as security, customization, cloud-based accessibility, local customization support, and a user-friendly interface for a multi-generational workforce.”

Today, the theatre has implemented Laserfiche across multiple departments to:

  • Collect and centralize data such as leads and opportunity details
  • Archive and manage the information lifecycle for digital files, emails and other records
  • Collaborate on content across offices
  • Modernize the client and employee experience with e-signatures and online forms
  • Automate and manage tasks in a central location
  • Strengthen information governance with more visibility into the theatre’s content and more standardized, automated content management practices

“Laserfiche has had a positive impact on our time management, collaboration and accounts receivables, all things we believe are essential to providing quality entertainment,” Vargason said. “It also invokes our core value of collaboration.”

Streamlining Information and Processes for Better Documentation and Decision Making

In addition to hosting 300-plus events and welcoming over 100,000 people annually, the theatre operates as a stand-alone nonprofit, adding complexity to documentation and process requirements. The staff has found, however, that Laserfiche adds an extra layer of quality assurance.

“Laserfiche has elevated the quality of our documentation,” Vargason said. “The organization and detailed documentation of our events is noticed by our clients, and it elevates the overall professionalism of our organization. It instills confidence in clients, knowing that we are focusing on the details, and we will deliver well-executed events.”

The theatre has seen benefits from using Laserfiche on a day-to-day basis for:

  • Leads collection and management: Laserfiche is a powerful tool for capturing information about potential clients and opportunities, providing centralized document storage, improved collaboration between sales and marketing, and robust security features to help protect the theatre’s lead data.
  • Contracting: Using Laserfiche to manage and generate contracts, supported by an e-signature integration, streamlines the contracting process.
  • Records management and client/event information storage: Storing digital files related to clients and events, as well as having the ability to manage emails and other records in Laserfiche, provides a centralized and organized place to access the information staff members need to do their jobs, while supporting compliance and recordkeeping requirements.
  • Task management: With so many performances, films, talent competitions and other events to organize, and plenty of other moving parts to the business, the theater uses a customized Laserfiche form to centralize tasks and make sure they are moving forward.
  • Online contact forms: Using Laserfiche Forms on the theatre’s website, staff members have streamlined the process of collecting and managing inquiries, including for a recently launched internship application.

Laserfiche continues to grow with the organization. The theatre recently added a maintenance portal and hopes to introduce the board of directors to their own portal soon.

Additionally, integrations between Laserfiche, Microsoft 365 and Outlook streamline information flow even further, reclaiming time for staff members for value-added activities rather than making sure emails and other files are stored in the right places.

“Gone are the days of navigating paper files,” Vargason said. “We can quickly and efficiently view files, refer to contracts and past conversations, and make faster decisions when it comes to planning and executing our events.”

She added that the organization’s ROI extends beyond monetary metrics, with the theatre seeing improved productivity and reduction in errors — making the theater easier than ever to do business with. By digitally transforming the theatre’s paperwork, the team was even able to hire an additional staff member to support their growing performance and events schedule.

The theater continues to implement Laserfiche across more areas, with the board of directors, technical department and accounting department on the horizon. The ongoing digital transformation has increased efficiency, organization and collaboration at Maryland Theatre, so that staff can focus on the part of their work that can never be digitized: creating outstanding events and memories at a historic cultural venue.

“Laserfiche is better than a CRM; it’s a centralized hub where all staff can view, add and update information for our events and performances,” said Jessica Green, executive director at the theatre. “The program holds staff accountable and offers them a checklist at the same time — empowering them to complete the 200-plus tasks that are necessary for each event and performance.”

From Paper to Productivity: Bath Building Society’s Digital Journey

SITUATION

• A strategic review of IT architecture identified a gap in Bath Building Society’s enterprise workflow capability
• Needed to streamline operations, including mortgage applications and payments

RESULTS

• Used Laserfiche Cloud to create dynamic digital forms that cut down time and effort for customers and intermediary mortgage brokers
• Enhanced data quality and decision-making for the Society’s employees
• Improved service quality
• 30% more efficient mortgage process for applicants, brokers and the Society

Bath Building Society’s purpose is to help its members achieve their financial goals of buying a home and saving for the future. That motivation also drives the constant improvement of the customer experience, as members are at the heart of every initiative.

Today, the Society is using digitisation and automation to deliver faster services for members more efficiently. Laserfiche has been an important tool for the organisation, and now acts as both a centralised information hub and workflow engine that accelerates how work gets done while simplifying and standardising processes, without adding additional compliance burden. Instead, Laserfiche has allowed the Society to automate much of the manual tasks, reclaiming time for employees to focus on
service and growth.

“We must comply with the same regulations as larger lenders with compliance teams way bigger than our whole Society head count,” said Steve Burnard, chief transformation officer at Bath Building Society. “We have to have compliance by design. This approach enables us to save time because the systems and processes we now use will automatically ensure compliance.”

An Investment in Automation

Bath Building Society had already been using Laserfiche as a data repository for over 10 years when in 2022, the organisation performed a strategic review of its entire IT architecture. The assessment revealed a gap in the Society’s enterprise workflow capability, which led the Society on a search for a system that could create scalability through automation. At the same time, the Society needed to simplify compliance with regulatory requirements with tools such as audit trails and records retention schedules.

The procurement process led the Society to Laserfiche Cloud, in part due to a strong existing relationship with MBS — the leading Laserfiche solution provider in Europe with expertise in the financial services industry — in addition to the robust workflow automation and compliance capabilities of the Laserfiche platform.

“In a highly regulated market, we particularly appreciated the ‘compliance by design’ aspect — that we would be able to build in data retention policies and automate those processes around information management,” said Burnard. “That was a huge benefit. It meant that we didn’t need to then spend time resource on retrospectively applying those rule sets.”

Modernising Mortgage Application

One of the most significant areas in which Bath Building Society implemented Laserfiche is mortgage processing. The organisation replaced a paper and PDF-driven decision in principle (DIP) application process with a dynamic Laserfiche form and automated workflow that captures the necessary information digitally, and automatically routes it to the relevant sales team members to make a decision.

The legacy process involved a 100-question paper form — common in the industry — that was not only unwieldy to the applicant but also to the Society staff. Using Laserfiche, the team transformed the application into a dynamic, digital questioning tool which only asked the applicant relevant questions based on the details that the applicant provided.

“It saves the end customer time, while improving the quality of the responses, because they’re spending more time on the questions that are relevant,” Burnard said. “It also then gives us the information to power better decision and data points which then leads to better decision-making.”

The business has subsequently rolled this tool out into the full mortgage application journey. Now with Laserfiche, instead of having to complete the same 100 questions again, plus filling in the additional information needed for this section of the process, applicants can take what they have previously done and apply it to the new form.

The process has enormous time saving benefits for Bath Building Society’s employees and their brokers. Previously dependent on email, the legacy process required employees to manually name folders and files, while now that’s all done for them, along with the application of retention dates for simplified compliance. This has enabled applicants to complete the process more accurately in 30% less time, helping them secure the mortgage they desire more rapidly and with less effort.

“Certainly, in the mortgage space, speed is really important,” Burnard said. “Improving that speed gives a compact customer experience, and then for the end customer — the person who borrows the money — we’re making it quicker for them at the very start of the process. They’ll be happier with quicker turnaround times, quicker responses.

“It enhances the experience for the customer, and it makes it easier to do business; that’s ultimately a barrier in our industry,” Burnard added. “We hope start to chip away at that by having a more intuitive, digital form.”

Simplifying Payments and Savings

On the savings side of the business, Bath Building Society has plans to use Laserfiche’s workflow capability to shift tasks around the individual teams while keeping request forms and necessary evidence all in one place. External payments once required a time-intensive and manually driven approval process, which resulted in additional manual effort and delays, which could be frustrating for both applicants and the Society’s staff.

Using the same Laserfiche functionality in dynamic forms and workflows, the Society built a standardised questionnaire that enables employees to simply check the boxes that need to be checked and attach evidence to the form which is automatically routed to the group of employees with the relevant mandate.

Employees across the Society were sending around 200 emails per day on this one process alone. With Laserfiche, they have reduced that to just a handful of emails to the relevant people.

“It’s a huge culture shift with clear accountability,” Burnard said. “It reduces the time it takes because all the information is in one place, and it reduces complexity because it’s only going to the team that needs to take action. We have an audit trail — it’s faster, simpler and more compliant.”

The Future of the Building Society Experience

Bath Building Society has expanded its use of Laserfiche to other areas of the business, including human resources for new employee onboarding, but the demand for Laserfiche solution is growing across the organisation.

On the horizon, Burnard hopes to build an even more comprehensive mortgage process, enabling applicants to go from the online mortgage affordability calculator straight into an application without having to re-enter the information they have submitted for the calculator.

“We’re not looking to reduce headcount and replace people with optimised forms,” Burnard explained. “What we are looking to do is create and improve scalability. The old approach was calculating how many mortgages could be processed by one person. We’re looking at the system to do that scalability for us and improve our operational capacity through the use of these forms.”

Meanwhile, innovative technologies create more sustainability for the business as well, with younger employees expecting a streamlined, modern experience. “Old systems are unintegrated, visually unappealing,” Burnard said. “Laserfiche Cloud is a much more visually appeasing system to use. It’s much more intuitive, and it’s what colleagues expect to see when it comes to workplace technology.

“At an industry level, simplification is really important,” Burnard added. “As a building society, we operate in a highly competitive, service-focused market, so anything that makes it easier for customers and brokers to secure a mortgage rapidly and efficiently is critical for us to compete and grow. We don’t employ software developers in-house and probably never will, so being able to leverage technology with our partners like MBS is fundamental to survival.”

Samish Indian Nation’s Digital Innovation Supports Tribal Members and Staff

SITUATION

• Legacy manual processes driven by paper forms were no longer keeping pace with Samish Indian Nation’s diverse services
• To ensure the health, wealth, education and security of tribal citizens, Samish need to create more sustainable, scalable ways to achieve its vision

RESULTS

• Grant approvals are 80% more efficient
• Digitally transforming processes and assigning substitute approvers eliminated delays caused when staff members are out of office

Samish Indian Nation is headquartered in Anacortes, Washington, but its members are spread throughout the world, from the U.S. to New Zealand. Diverse as its membership are its programs and services, which range from education assistance and cultural enrichment to natural resource management and infrastructure maintenance.

Samish Indian Nation

Historically, Samish heavily relied on legacy manual processes to deliver these services. In recent years, however, Samish’s leadership and IT department began seeking ways to modernize and create more sustainable, scalable ways to achieve its vision: to ensure the health, wealth, education and security of tribal citizens.

Laserfiche has become the go-to tool for automated solutions, enabling the Tribal Council to optimize long-standing processes — such as resolution approvals and grant applications — to streamline the experience for employees and council members, resulting in time and cost savings. Meanwhile, Laserfiche has strengthened organizational resilience, enabling Samish to quickly respond to changing member and council needs.

From Records Management Solution to Content Services

When JR Walters started as the IT director for Samish Indian Nation 10 years ago, the team immediately identified the need for a digital document management solution. Laserfiche provided this and more. Laserfiche’s records management capabilities and security tools supported the organization’s requirements. E-forms, workflow automation and integration capabilities opened up new possibilities for optimization.

The organization worked with Laserfiche solution provider CDI to implement a solution that would meet Samish’s needs — the first of which was a  repository for resolutions. The formal channel for expressing tribal consensus on legislation or policy, resolutions are governing documents for Samish. Prior to Laserfiche, people could look up resolutions in a printed index, which didn’t give visibility into the resolution’s full content, resolutions that had been superseded by another one, or related or supporting documents.

80% more efficiency in grant approvals process

From there, the team quickly saw new opportunities for automation. They created a Laserfiche workflow that streamlined the process for Samish’s chairman and secretary to sign off on resolutions. But things really took off after the launch of the automated grant application process — a complex yet critical operation that involves the distribution of materials between five sites for review and approval. The legacy process was entirely manual and time intensive. Today, it’s managed through a Laserfiche form and automated workflow which were created with the help of the Laserfiche Solution Marketplace.

“Before starting to design a process from scratch, I look to see if it has already been done in the Laserfiche Solution Marketplace,” Walters said. “It’s easy to duplicate. The Solution Marketplace is a great resource.”   

While the legacy manual process took a week or longer, the new solution made it possible for Samish to process grant applications in a single day. Managers can review content from mobile devices, further accelerating approvals. Most importantly, the accelerated application process opens up more opportunity for grants to go toward maintaining the economic welfare of Samish as well as the protection of the environment, and preservation of natural and cultural resources.

The success of the solution created buzz around the organization for Laserfiche, leading to more optimization initiatives. Today, Laserfiche is synonymous with automated solutions.

“Laserfiche is our go-to system for solving problems,” said Walters.

Building Resilience and Agility While Strengthening Cultural Ties

Samish’s digital efforts have also strengthened organizational resilience and agility, which were put to the test during the COVID-19 pandemic. Laserfiche proved critical when Samish needed a way to distribute financial assistance to members affected by the pandemic.

“Finance had a terrible time keeping track of the first relief payments that they sent out when COVID-19 started,” Walters said. “It was just night and day comparing it to how it went using Laserfiche.”

The team built a Laserfiche form that enabled members to register for assistance online. A Javascript integration with Smarty, an address validation tool, automatically completes address information for members. On the backend, an integration with MicroBilt validates ACH routing payment information.

“The whole user experience was quick and easy, and members are kept up to date with emails through the whole thing. There are a lot of automatic verifications happening, and there were hundreds of applications. There were still some manual validations, but staff were not overwhelmed by them as they would have been had we not created this solution.”

Sam Shinn, Systems Specialist, Samish Indian Nation

Similarly, a vaccine registration program was rolled out quickly using Laserfiche, which allowed Samish to partner with a nearby tribe so that the organizations could share resources.

“We don’t have the necessary support staff to administer all of those vaccinations,” Walters said. “That process would have been a nightmare to handle on paper; Samish health didn’t even try it. They came right to us, which was great.”

Walters estimates that each person’s registration would have taken about a half hour of staff time, plus additional time to reschedule when necessary, which was all but eliminated with the automated Laserfiche process. The workflow also auto-prioritized those who needed to be vaccinated more quickly and automatically waitlisted some applicants, which also saved countless hours of staff time.

Also born of the pandemic was a new system to support online attendance for the Tribe’s annual general council meeting, enabling registration and tracking attendance, which is necessary to establish a quorum. Today, it endures as a way to facilitate hybrid in-person and online participation, better serving Samish’s many geographically dispersed members.

“The solution is built on integrations between four different applications: Laserfiche, Microsoft Teams, our enrollment database and Sitefinity.” Because Samish hosts meetings that are for members only, Walters explained, “We needed a solution that was open but secure.”

His team created a registration portal that allows members to register, which also verifies that the person was a confirmed tribal member against an enrollment database. Laserfiche Workflow conveniently emails the member a calendar object. People who are registered also receive another Laserfiche form to verify that they are who they claim to be; the member then receives instructions on how to set their computer up to be ready for the meeting.

“I don’t think we’ll ever go back to not having virtual events,” Walters said. “Those who couldn’t participate before — members in New Zealand, England, etc. — now have access. They might have to get up a little earlier or stay up later, but they can view the events on demand as well.”

Ongoing Innovation to Benefit Tribal Members

Samish Indian Nation continues to expand on the digital innovations built on Laserfiche over the past decade. Samish has built e-forms and automated workflows for everything from simple staff ID badge and business card creation to more complex solutions for addressing the need for substitute approvers for processes when staff members are out of office.

“People go on vacation; people get sick; they take leaves of absence, things like that — and when they’re gone, other people will take over their responsibilities,” Walters explained. “This process enables users to assign those other people to processes, so that they can complete tasks during those absences.”

“The big thing that addressed was the lack of record when people reach out to IT about assigning other people tasks,” Shinn said. “Now, there’s a document that gets generated and stored in the repository from the user, saying that they designated a specific person to do certain tasks for a specific time period. It’s all automated so we don’t have to worry about anyone forgetting to communicate it to us.”

Laserfiche has become so embedded in staff workdays that the IT team has also created a Laserfiche Forms process to handle changes to Laserfiche processes. If a user needs changes to a business process, they can fill out a form that collects all the details needed to make that happen. “We’ll know exactly what process needs to change and what exactly needs to be done,” Shinn said. “The form gives convenient access for users. The process uses query parameters to populate the change request form, effectively creating templates for change requests.”

Continued optimization and more solutions are in the works, including a contract workflow, which will leverage an integration with DocuSign.

“As we’re looking at systems, one big thing we consider is how we can enhance it with Laserfiche,” Walters said. “We want to invest in things that work well with the Laserfiche platform, that can extend and work with it.”