Established in 1941, the Morehead Group is a financial services firm providing strategic insurance solutions for affluent individuals and families. Located in Charlotte, NC, the firm has a team of three principals and seven associates who provide everything from underwriting and policy evaluation to client services and administration.

Kenneth Samuelson, one of the firm’s principals, brings over twenty years of experience in the financial services industry to his clients. With this experience, Samuelson places an emphasis on technology to get the maximum potential out of his operations. “I refer to it as tightening the bolts,” he says. “We need to get as much as we can out of our technology investments and make our operations faster and more efficient—and make our staff happier.”
Full story »

Six years ago, if you’d asked Ron Anderson how to add 150 employees to his medical billing company without relocating or acquiring new office space, he’d have looked at you and laughed. “I’d have told you it’s impossible,” says Anderson, director of business development at San Diego, California-based CHMB and a past president of the California chapter of the MGMA. “We’d have had employees sitting on each others’ shoulders.”
Full story »

The Town of Florence, AZ, is a modest town of just over 20,000 located between Phoenix and Tucson. Even with its small size, Florence has always had big ideas for how to use Laserfiche to do more with less, growing its system from a simple archiving tool to a town-wide enterprise content management (ECM) and business process management (BPM) solution.

“Our approach to technology has always been to be proactive, not reactive,” says Town Clerk Lisa Garcia.
Full story »

One of the top entomology departments in the U.S., Texas A&M University (TAMU)’s Department of Entomology offers outstanding academic programs for undergraduate and graduate student preparation for careers in research, extension, business or industry. In fact, in May 2007, the department began offering a new degree in Forensic and Investigative Sciences, accredited by the American Academy of Forensic Science – the only accredited program in Texas and the Southwest.

But with state facilities in College Station, TX, a major USDA entomology research laboratory, and members of the department’s graduate faculty stationed in nine major agricultural areas in the state, sharing information efficiently had become problematic for department staff.
Full story »

Texas A&M University (TAMU) is one of the largest universities in the U.S., both in terms of enrollment and physical size. With nine system schools and two campuses, as well as a main campus with over 100 buildings on over 5,200 acres, TAMU faces a unique challenge in sharing information.

Relying on paper was an inefficient use of TAMU’s monetary and staff resources. In addition, board requirements frequently limit the amount of office space to conserve space for classroom and labs, so space used for paper storage was at a premium. What little space was available could have been better used for professors’ offices.
Full story »

It takes a village to raise a child, and it takes teamwork to change a city. For Westminster, a city of nearly 100,000 people located in Southern California’s Orange County, the need to change was highlighted when a new Assistant City Clerk—Pat Jacquez-Nares—came onboard.
Full story »

Central Oregon Radiology Associates seeks to be the provider of choice for patients and physicians, and the employer of choice for staff. As Marico Oliveira, the organization’s former director of operations and current director of human resources, explains, Laserfiche plays a key role in helping Central Oregon Radiology Associates accomplish both aspects of this mission. Full story »

Outagamie County, WI, has a tradition of innovation. Appleton, its county seat, is home to Hearthstone, the very first home in the United States to be powered solely by Thomas Edison’s hydroelectric technology and light bulbs, way back in 1882. Now, almost 130 years later, that innovative spirit can be seen in the county’s deployment of Laserfiche agile enterprise content management (ECM) to expand and enhance information services in several departments.
Full story »

If you’ve ever enrolled in an employer-sponsored voluntary insurance program, you know all about the stacks of paper that come with. It’s easy then to imagine the massive volume of paperwork that companies such as Seattle, WA-based Administrative Systems, Inc. (ASI) process behind the scenes. As a voluntary benefits administration firm, ASI handles thousands of documents every day for employers, carriers and other employee benefit providers. And now, thanks to their Laserfiche system, ASI staff are enjoying a few benefits of their own—reduced processing times, simplified compliance and faster access to information. Full story »

In a year marked with more bank failures than we’ve seen since the height of the savings-and-loan crisis, D.L. Evans Bank, a family-owned institution with 22 branches, 320 employees and $875 million in managed assets, has cause to celebrate. Its ten-year use of Laserfiche has netted the 105-year-old, Idaho-based bank a wealth of dividends, including:

• Faster audits.
• Streamlined lending.
• Improved business continuity planning.
• More efficient processes for opening new accounts.
• A 33% reduction in hard copy document production and an 85% reduction in paper storage.

Full story »

Fertility treatment is an intensive process that requires sensitivity and an understanding of the physical and emotional aspects of a patient’s fertility problems. But when doctors don’t have fast and easy access to all of their patients’ medical data, it can be difficult to be as responsive as desired.

With ten clinics and two in-vitro fertilization (IVF) centers located throughout the greater Chicago area, the Fertility Centers of Illinois (FCI) already had an Electronic Medical Records (EMR) system in place. However, the ArtWorks EMR system only stored patients’ current, FCI-based medical data—historical medical records were kept as paper files, as were lab results, surgery reports and other outside correspondence.
Full story »

When you think of Vail, you think of a winter wonderland of world-class skiing by day and cozy, snowed-in evenings in front of a roaring fire by night. So do the wealth of seasonal visitors and second homeowners that make their way to the outdoor recreation destination in numbers that can quadruple the town’s modest population of 5,000 residents. “Vail’s a small town with a huge national and international visitor population which can grow to over 20,000 at times,” says Michael Wolfe, the Town’s records manager.
Full story »

With 19 locations and a caseload of 4,000 patients per week, Ear, Nose and Throat Associates of South Florida is the state’s second largest physician group dedicated to treating disorders of the ears, nose and throat. Although the group has always provided patients with outstanding care, keeping patient charts up to date was becoming an increasingly significant challenge.
Full story »

Texas A&M University Corpus Christi (TAMU-CC) is known as “the island university” because it’s surrounded by Corpus Christi Bay and the Oso Bay. But before implementing Laserfiche, though, the nickname could have just as easily have been applied because TAMU-CC was surrounded by a sea of paper.

Dennis Raulie, Manager of Administrative Computing Technology Services, recognized that the university had outgrown its existing document management system. He realized that what staff really needed was an enterprise content management solution that would comply with the university’s records management retention schedules, better secure documents and decrease the cost of handling paper.

Raulie saw a demo by Laserfiche reseller SMARTfiles and was impressed. “Other document management systems didn’t fulfill our needs very well, while others just seemed rudimentary,” he recalls.
Full story »

In most industries, being unable to access the right information can be costly and inefficient. But in law enforcement, it can be inconvenient—even deadly.

“Officers respond to calls uninformed of safety precautions,” says Elk River, MN Police Chief Jeffrey Beahen bluntly. “They’re on the scene without knowing if the suspect has any violent history, if they own any guns – nothing.” Once back at the station, he says, the real work began – only it wasn’t exactly police work.
Full story »