Take Your Business Operations to the Next Level With Enhanced Lookup Tables

It’s a data-driven world. Laserfiche’s enhanced Lookup Tables take your operations to the next level. 

Lookup table limits have automatically increased for all Laserfiche Cloud customers. Customers who use Laserfiche Cloud to manage thousands of product SKUs and parts lists, medical billing codes, historical customer data points and more are now able to store and leverage even larger enterprise-level data sets with increased lookup table limits.

In addition, these enhancements allow customers to take advantage of real-time data lookups across millions of data points for use in forms and workflows, further enabling your organization to support hundreds of thousands of customers.

Furthermore, these changes increase limits for both numbers of rows within lookup tables, and the number of lookup tables overall.

Limits will be increased automatically according to your license tier. Professional tier customers will now start with a limit of 20,000 rows. Business tier customers will start with a limit of 50,000 rows. Additional add-ons, offering up to 100,000 rows are available for purchase.

An API to manage your lookup table data is also now available. For more details and documentation surround this API, please visit our developer page. 

Why lookup tables? 

With enhanced lookup tables in Laserfiche, you can sync your customer data with Laserfiche to engage them on a personal level.  If you’re in education, healthcare, government, or e-commerce, having immediate access to a customer, student, or patient past activity, historical decisions, and preferences can allow you to tailor how you handle their needs individually, making each interaction more relevant.  There’s a direct correlation between increased satisfaction of your audience when you pull this information in real-time.  For example: 

  • Education – use Laserfiche Forms for your students and automatically look up their course history and documents in real-time, so they can register for courses and ensure needed forms are submitted.
     
  • Financial Services – create workflows that follow up on customer service inquiries, ensure real-time history lookups on phone calls, and use forms that can lookup account history and important documents.
     
  • Healthcare – automatically pull up relevant records and visit history for patients when they fill out form in Laserfiche. Store volumes of medical codes and clinical results data, create workflows based off of patient history and streamline billing processes. 

Improve daily decision making 

In finance, healthcare and manufacturing, understanding trends, predicting behaviors and optimizing resources can be critical to operating effectively. As an example, healthcare providers can make more informed decisions about patient care when they have instant access to medical records and treatment history from an internal operations workflow built on Laserfiche. 

Optimize your supply chain  

Industries dependent on supply chain management, such as logistics, manufacturing and retail, can benefit greatly from real-time lookups. Access things like parts lists, order history and volumes, vendor performance tracking, RMAs and more for better inventory management and more opportunities to improve vendor relationships. 

Provide better customer service

In customer service, nothing is a substitute for real-time data lookups for providing the best experience possible.  Whether it’s customer order status, resolving a customer service issue, call history, and more, instant access to this historical data allows your service representatives to have the best tools available to provide top-notch support. 

Implement predictive maintenance & continuous improvement 

Industries with specialized equipment and machinery, such as aviation and manufacturing, can avoid breakdowns, outages, and downtime with real-time historical analysis, while using workflows to determine maintenance schedules. This proactive approach saves resources and time while creating opportunities to further operational efficiency.  

Get started today 

Regardless of your industry, lookup table improvements can help your organization unlock the power of real-time customer data. Leveraging this data to analyze past performance and identify opportunities to enhance operations can enable your organization to be more responsive, and in turn be more resilient and effective in how it conducts business. In a world where data and measurable metrics are as important as ever, businesses that harness real-time data access in their operations are poised for sustainable success, even in a dynamic business landscape. For more on lookup tables, visit our What’s New page or contact your sales representative for more information. 

Enhancing Public Service: A Look at Rancho Cucamonga’s Streamlined Public Record Requests

The city clerk’s office for Rancho Cucamonga, California at one point was facing significant challenges when it came to records requests, with looming deadlines to fulfill requests and documents that could be anywhere – a physical file scanned into Laserfiche, a digital record buried in the Accela platform or lost altogether. However, the city’s situation changed thanks to a clever IT solution that transformed their public record request process.

In this post we’ll dive deep into the story of Kramer Sanders, an IT Applications Analyst for Rancho Cucamonga, and his team’s journey to streamline public record requests.

From paper to digital: a data management challenge

In 2014, Rancho Cucamonga embraced the digital age by launching Accela, a program that revolutionized building permit generation by leveraging GIS technology (built on Esri’s ArcGIS platform) and public data. This was a significant leap forward from their paper-based system, but it wasn’t without its challenges.

In the initial rush of excitement, the city made a crucial decision – they’d accept both physical and digital documents. While this seemed convenient at first, it created a hidden time bomb. Physical documents found their way into Laserfiche, a document management system, but digital documents remained scattered within Accela’s platform.

Fast forward a few years, and the city started facing the consequences. Public record requests became an administrative nightmare. Whenever a tight deadline was looming, clerks had to search through two separate systems, unsure where the requested documents resided. This inefficiency wasted valuable time and resources, creating frustration for both city employees and the public.

“Imagine getting a request that you have 10 days to figure out…where these records are coming from,” explains Kramer Sanders. “You’re not gonna be familiar with it. You’re probably gonna pull someone that is and it ends up taking a lot more time.”

Enter Velosimo and the power of automation

Kramer Sanders and his team knew they needed a solution. Their goal: consolidate all building permit documents into a single, easily searchable location. The answer came in the form of Velosimo, an integrated software as a service (iPaaS) platform. Because both Accela and Laserfiche offer compatibility with iPaaS platforms, Sanders was able to enable seamless communication between these applications through Velosimo.

With these integrations in place, an inspector could complete a final building inspection using the Accela mobile app, that triggers a pre-programmed workflow. This workflow then utilizes Accela scripting (powered by JavaScript) to automatically copy all associated digital documents from Accela.

These documents are then routed to a designated folder within Laserfiche. Every night, another automated workflow starts. It meticulously sorts the documents based on a logical system – street address and number.

Even more impressive is that the workflow doesn’t just move documents, it enriches them. By pulling metadata, or descriptive information about the content, from Accela, the system adds valuable context to each document within Laserfiche. This metadata becomes a powerful tool for future searches, making it significantly easier to locate specific documents.

Accomplishing goals in finding new efficiencies

The impact of integrating Velosimo was nothing short of transformative. It wasn’t just about convenience; it was about a fundamental shift in how the city handled public records.

After a successful implementation, the team embarked on a massive project. It migrated all remaining digital documents from Accela, dating back to 2014 — approximately 600GB of data, both compressed and uncompressed. This mammoth undertaking ensured all building permit documents resided in one central location – Laserfiche.

The payoff was immediate and measurable. City clerks and building administrators could now locate documents with ease. Gone were the days of frantic searches through two separate systems. This translated to a dramatic 50% reduction in processing time for public record requests.

“After talking through with many of them, it’s actually cut their time to serve public records requests in half,” says Sanders. “Huge for us.”

This efficiency boost not only saved the city valuable time and resources, but it also improved public service. Residents could now receive timely responses to their requests, fostering a sense of trust and transparency between the city and its constituents.

Beyond Rancho Cucamonga: lessons learned and the benefits of Collaboration

Kramer Sanders’ story is more than just a success story for Rancho Cucamonga. It’s a powerful case study showcasing the transformative potential of technology in streamlining government processes. The key takeaways are clear:

  1. Embrace automation: Repetitive tasks are ripe for automation. By leveraging tools like Velosimo and scripting, cities can free up valuable employee time for more strategic endeavors.
  1. Consolidate and centralize: Fragmented data storage creates chaos. Centralizing documents in a single, searchable location like Laserfiche empowers employees and fosters transparency, as Sanders highlights: “So now the city clerk and building admins can actually easily go through and find all these documents.”

  2. Metadata matters: Enriching documents with metadata makes them significantly more valuable. This allows for efficient searching and retrieval, saving time and effort in the long run.

The story of Rancho Cucamonga is also a testament to the power of collaboration. Kramer Sanders’ team, along with Accela and Velosimo, worked together to find a solution. This collaborative spirit extends beyond the immediate project. By sharing their experience, Sanders and his team are sparking a conversation within the broader municipal IT community. Their story serves as an inspiration for other cities facing similar challenges with document management and public record requests.

Here are some ways other municipalities can learn from Rancho Cucamonga’s experience:

  • Conduct a thorough needs assessment: Before diving into solutions, take stock of your current document management landscape. Identify pain points and areas ripe for improvement. This will help guide your search for the right technology and approach.
  • Evaluate existing technology: Don’t underestimate the power of existing systems. Explore integration possibilities between your current document management system and other relevant platforms, like building permit software. You might be surprised at the hidden potential within your existing infrastructure.
  • Embrace open standards: When choosing new technologies, consider solutions that leverage open standards. This allows for greater flexibility and future-proofing, fostering easier integration with existing systems.
  • Seek out partnerships: Collaboration is key. Look for technology vendors and partners who are willing to work with you to find a solution that meets your specific needs. Don’t be afraid to explore open-source options as well.

Kramer Sanders’ message is clear: there’s no need to fully reinvent the wheel. By learning from Rancho Cucamonga’s journey and adopting a strategic approach, other cities can achieve similar success stories.

Inspiring government to be future-forward

The story of Rancho Cucamonga clearly demonstrates how technology can empower governments to serve their citizens more effectively. By embracing automation, data centralization, and collaboration, cities can transform the public record request process from a frustrating chore to a seamless experience. This, in turn, fosters transparency, builds trust, and paves the way for a more efficient and responsive government for all.

Further reading

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

Interested in learning more about Velosimo as an integration solution? Explore integrations powered by Velosimo and other solutions on the Laserfiche Solution Marketplace. Want to see Laserfiche in action? Schedule a consultation for a personalized demo of our leading enterprise content management platform.

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.

Healthcare Systemness: A Journey of Collaboration, Automation and Patient Care

The drive to achieve systemness in healthcare is a complex but crucial undertaking. This blog post explores key insights gleaned from a webinar featuring healthcare leaders who discussed the challenges and opportunities associated with creating a more cohesive and efficient healthcare system.

Part 1: The Pillars of Systemness

The first part of the webinar laid the groundwork for understanding systemness. Here are the central themes that emerged:

  • Leadership and Collaboration: Achieving systemness requires a leadership team that prioritizes collaboration between business and IT functions. Everyone involved needs to be working towards the same “North Star” – a vision for a more integrated and efficient healthcare system.
  • Workflow Standardization: Standardizing workflows across different departments and locations is essential for streamlining processes and enabling automation. This may involve overcoming variations in how clinical staff perform certain tasks.
  • Cultural Change: Implementing new technologies is often easier than achieving cultural change. Getting buy-in from clinicians and staff requires clear communication about the benefits of systemness and how it will ultimately improve patient care.
  • Automation for Efficiency: Automation can be a powerful tool for reducing errors and improving efficiency. However, it requires well-documented workflows. Without clear documentation of how tasks are currently performed, automation becomes difficult, if not impossible.

Part 2: Challenges and Strategies on the Road to Systemness

The second part of the webinar delved deeper into the practical challenges of achieving systemness and offered strategies for overcoming them. Here are the key takeaways:

  • Documentation Hurdles: A significant challenge is the lack of standardized documentation for clinical workflows. This makes it difficult to automate tasks and integrate data across different systems.
  • Building Trust and Collaboration: Successful systemness initiatives require trust and collaboration between IT and clinical teams. IT needs to understand the needs of clinicians, and clinicians need to be open to new ways of working.
  • The Power of User Engagement: Clinicians are more likely to embrace new technologies if they are involved in the design and implementation process. IT departments should actively seek feedback from clinicians and address their concerns.
  • Data Quality and Automation: Clean and standardized data is essential for successful automation and machine learning applications in healthcare. Technologies like AI can be used to capture handwritten documents and improve data quality.
  • The Challenge of Merging Systems: Mergers and acquisitions in healthcare can create challenges when different Electronic Medical Records (EMRs) need to be integrated. Standardizing workflows across these disparate systems is crucial for achieving a unified patient experience.

The Road Ahead

The path towards systemness in healthcare is ongoing. However, the benefits are undeniable – improved patient care, reduced costs, and increased staff satisfaction. By fostering collaboration, embracing new technologies and focusing on data quality, healthcare organizations can move closer to a future where a seamless and efficient system of care is the norm.

Beyond the Blog:

This blog post provides a brief overview of the key points discussed in the webinar. The complete webinar offers a richer and more nuanced discussion. Consider watching the full webinar to gain a deeper understanding of the challenges and opportunities associated with achieving systemness in healthcare.Watch the webinar: Leveraging Integration and Automation to Drive Towards Systemness.

Laserfiche Champions Dive Deep: Unveiling Key Learnings from Empower 2024

Laserfiche Champion Program members recently gathered in a virtual lounge session for a lively debrief on their experiences at Empower 2024, Laserfiche’s annual user conference. The session boasted a dynamic mix of both seasoned attendees and newcomers – over 57% were either attending their first or second Empower.

This diverse group shared valuable insights, feedback, and best practices gleaned from the event. While some feedback echoed themes from the official Empower survey, other Champions offered valuable suggestions for currently available resources like training and webinars.

This blog post, based on topics the Champions discussed in the virtual lounge, offers valuable takeaways for both Empower attendees and those who couldn’t attend, providing a glimpse into the event’s impact on the Laserfiche user experience.

A Strong User Community: Learning, Networking, and Laserfiche 12

The discussion yielded several key takeaways, emphasizing the value the conference delivers to the Laserfiche user community. Here’s a closer look at some of the key points:

  • Excitement for Laserfiche 12: The preview of Laserfiche version 12 (LF12) generated a wave of excitement among Champions. Many are eager and excited to explore the new features including the simplified and more streamlined test mode and the new metadata template designer.

  • Skill Development Takes Center Stage: The high demand for hands-on labs and advanced courses at Empower underscores a strong user desire to refine their Laserfiche expertise. Specific areas of interest included:
    • Forms Management
    • User Management
    • Repository Security
    • JavaScript & CSS in Forms Designer
  • The Power of Connection: The opportunity to connect and share knowledge with fellow Laserfiche users proved to be a significant benefit for attendees. User group meetings, networking events and interactions with Laserfiche experts fostered a sense of community and collaboration.
  • A Feeling of Community: Many Champions found value in the in-person format, emphasizing the value of face-to-face interactions in building rapport and camaraderie among Laserfiche users.

Beyond Empower: A Continued Learning Journey

The Empower spirit of learning doesn’t end with the closing of the conference. Here’s a glimpse into how Champions are actively continuing their Laserfiche journeys based on the Virtual Lounge discussions:

  • Deepening Knowledge: Champions are actively exploring new features like training and scheduling functionality, modern forms features and potential integrations with third-party applications. Overall, Champions want to stay ahead of the curve and optimize their Laserfiche deployments.

  • Knowledge Sharing: The discussions in the Champion Virtual Lounge revealed a strong user desire to share knowledge and collaboratively solve problems. This collaborative spirit fosters a supportive environment where users can learn from each other’s experiences and expertise.

By prioritizing user needs through targeted sessions, expanded educational resources and a strong user community, Empower events can continue to encourage and inspire Laserfiche users like the Laserfiche Champion Program participants.

The Champion Virtual Lounge discussions serve as a valuable platform for ongoing engagement and knowledge sharing, fostering a vibrant user community that thrives before, during and after the Empower conference. To learn more about the program and upcoming Laserfiche events, visit https://www.laserfiche.com/resources/champion/ and  https://www.laserfiche.com/resources/events/webinars/.

DoD 8180.01, 5015.02 and DTM-22-001 – Everything You Need to Know

When it comes to finding a platform that ensures records are managed properly, it can be difficult without a standard to go by. Fortunately, The United States Department of Defense (DoD) provides such a standard. In addition, the DoD offers a wide variety of documents and tools to evaluate the effectiveness of a records management solution or strategy.

Primarily used by the DoD itself to ensure it is managing records in accordance with specific laws, these standards and tools provide a robust framework for organizations to manage records thoughtfully and effectively. By using this framework, organizations can take a step beyond the universal electronic records management (ERM) requirements outlined by The National Archives and Records Administration (NARA), that are used to support federal agencies in maintaining compliance with the Federal Records Act.

While an organization may not be required by law to follow DoD records management standards, effective records management can encourage more informed business decisions, a boon for any organization.

What is DoD 8180.01?

DoD 8180.01, or “Information Technology Planning for Electronic Records Management” is a tool for the Department of Defense to evaluate an electronic records management platform’s potential to comply with policies set out in DoD Instruction 5015.02, “DoD Records Management Program”.

Some of the key components of DoD 8180.01 include:

  • A reduced focus on certification and narrow technical requirements.
  • An increased focus on a solution’s ability to facilitate effective records management.
  • An acknowledgment that a record’s lifecycle may outlast a particular platform’s lifespan.

What is DoD 5015.02?

DoD Instruction 5015.02, or “DoD Records Management Program” is a document that outlines the policy and responsibilities of the DoD as they relate to records management across media. This is not to be confused with DoD 5015.02-STD, which was a tool used to evaluate whether a particular piece of electronic records management software could be used by an organization to maintain compliance with the policies and responsibilities outlined in DoD Instruction 5014.02.

DoD 8180.01 effectively replaces 5015.2-STD as a tool to evaluate electronic records management software, but does not replace DoD Instruction 5015.02 itself, with that document offering compliance guidelines for managing records in a wider range of media.

What is the DoD Records Strategy?

Published openly for the first time in 2023, the DoD Records Strategy defines goals and offers administrative guidance for the DoD as they relate to records management. This document provides a framework for managing records largely organized into three distinct objectives:

  • Curate: Be clear and effective in identifying records and adding the appropriate contextual information as needed.
  • Automate: Leverage automation to save time and enable staff to focus more of their resources on core responsibilities.
  • Govern: Keep information accessible to relevant parties to enable more strategic decision making across departments.

In addition to the above, the records strategy emphasizes more universal accountability for managing records outside of the records manager role. It also suggests having dedicated records specialists embedded in units across the organization, to work in tandem with subject matter experts that ideally would also gain some records management knowledge and capability.

What is DTM-22-001?

DTM-22-001, or “DoD Standards for Records Management Capabilities in Programs Including Information Technology” works essentially as an addendum to the DoD Instruction 5015.02, to eventually be incorporated into the instruction at a later time.

These standards, focused on software, ultimately serve to enshrine in policy the ideas brought about by the newer strategy-based, non-policy documents such as DoD 8180.01 and the DoD Records Strategy.

The new policies require that:

  • A safe harbor period is established for information stored on IT systems once it is deleted.
  • IT systems support the proper disposition of records.
  • Records management functionality is provided for IT systems.
  • Records and record control items remain interoperable between IT systems.

Bringing it all together

With all the different tools and documents that the DoD has to offer records managers, let’s quickly go over the purpose of each once more:

  • DoD Instruction 5015.02: Establishes policies for the DoD to follow in order to properly manage its records.
  • DoD Manual 8180.01: Offers criteria to evaluate a piece of software’s ability to assist an organization in complying with the guidelines in DoD Instruction 5015.02.
  • DoD Records Strategy: Provides administrative guidance and sets up goals for the DoD to work toward as it strives to manage records as effectively as possible.
  • DTM-22-001: Acts as addition to the policies outlined in 5015.02, outlining requirements for IT systems in regards to the disposition, management and transfer of records.

Using these tools together can yield a robust and effective records management framework. As discussed earlier, many organizations are not required to manage records as strictly as the DoD.

However, with the emergence of new technologies and the reality that many organizations use a variety of applications and information for everyday business, even the DoD acknowledges that records management should be thought of as a functional discipline rather than the following of rules for the sake of them.

More than anything, developing a robust and effective records management strategy can save your organization time in classifying and storing information, encourage more informed decision making and allow staff across the enterprise to dedicate more resources to their core responsibilities.

Customer Spotlight: City of Ithaca/Tompkins County

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Further reading

If you’re looking to expand your digital transformation beyond electronic records management, an enterprise content management system (ECM) may be the right fit for your organization. Learn more about the ECM market and top vendors by checking out the G2 Grid® for Enterprise Content Management (ECM):

G2 Grid® for Enterprise Content Management (ECM) Systems

Already considering Laserfiche as your records management solution? Take a look at the Laserfiche Solution Marketplace, a hub for pre-built workflows and templates that customers can use to jumpstart processes necessary to meet all kinds of challenges, including regulatory needs, such as building permit applications and inspections. Whether you’re just getting started with records management or looking for new insights, be sure to check out our Ultimate Guide to Records Management to see how you can improve your information governance strategy.

Download the eBook: The Ultimate Guide to Records Management.

AI Revolutionizing Manufacturing: Streamlining Workflows and Empowering the Workforce

According to recent Laserfiche/SME research, one-third of respondents are experiencing work delays a few times a week across various processes in operations. This leads to countless hours wasted by employees fulfilling administrative tasks manually across engineering, operations, sales, quality, shipping release and more.

Amidst these challenges, the manufacturing industry is on the cusp of a significant transformation driven by artificial intelligence (AI) and machine learning (ML). AI is poised to become a critical factor for manufacturers, streamlining processes, reducing delays and addressing concerns around costly compliance documentation.

AI’s Impact Across Manufacturing

  • Enhanced Efficiency: From sales and supply chain management to quality checks and inventory control, AI can streamline complex processes, predicting potential issues and ensuring timely delivery.
  • Data-Driven Decision Making: AI analyzes vast amounts of data, enabling organizations to make informed decisions about production, resource allocation and future planning. Proactive maintenance, for example, can be implemented to prevent equipment failures and minimize downtime.
  • Improved Compliance Management: AI automates data capture and document management, ensuring adherence to regulations and simplifying audits.

The Future of Work: Humans and AI as Partners

While some may fear job displacement due to AI, the reality is that AI will empower the human workforce. Here’s how:

  • Focus on Strategic Tasks: AI will handle repetitive tasks, freeing up human employees to focus on higher-level activities that require creativity, problem-solving, and strategic thinking.
  • Upskilling and Reskilling: As job roles evolve, there will be a growing demand for workers with skills in data analysis, AI implementation and human-machine collaboration.

Challenges and Solutions

  • Lack of Standardization: AI can streamline data processing and address compliance challenges by tackling inconsistencies in documentation.
  • Workforce Concerns: Transparency and open communication are crucial to address workforce anxieties about AI. Training and development programs will equip employees with the skills to thrive in an AI-powered workplace.
  • Uncomplicate Compliance: AI-powered tools can streamline records to ease compliance tasks for humans to reduce errors and boost confidence in information governance strategies.

AI in Action: Real-World Benefits

  • Reduced Operational Costs: AI automates tedious tasks, minimizes human error and streamlines workflows, leading to significant cost reductions.
  • Improved Productivity: By eliminating bottlenecks and delays, AI empowers a more productive workforce and fosters collaboration across departments.
  • Enhanced Data Management: Real-time data capture and analysis provide valuable insights for better decision-making and future planning.

Conclusion

Embracing AI is no longer optional for manufacturers seeking to stay competitive. By leveraging AI’s capabilities, manufacturers can streamline operations, empower their workforce and navigate the ever-evolving landscape of digital transformation.

Watch our webinar, “Accelerating Manufacturing Excellence: Unleashing AI for Seamless Operations and Safety” to explore the latest advancements in technologies that minimize work delays, streamline reporting processes, and establish a robust repository for seamless operations: AI, machine learning, process automation, and process integrations.


How AI Is a Game Changer for Healthcare Data Management

The rise of medical records and data creates a burden for healthcare organizations in the form of increased costs, manual labor and operational challenges.

AI impacts critical healthcare areas such as process mining, clinical data management, and front-office, mid-office, and back-office operations —all of which play a key role in managing patient information and providing better care.

Here’s How AI is Making a Difference in Healthcare Data Management

  • Data Management: AI is a critical tool for managing massive volumes of healthcare data. It automates tedious tasks like data entry and analysis, freeing up valuable time for medical professionals. This not only improves staff efficiency, but also minimizes the risk of errors with manual data entry.
  • Improved Insights: By analyzing vast amounts of patient data, AI can uncover hidden trends and patterns that inform better treatment decisions. This paves the way for personalized care, tailoring treatment plans to each patient’s unique needs and medical history.
  • Streamlined Operations: AI improves how organizations automate repetitive tasks like appointment scheduling, billing, and prior authorization approvals. This frees up staff for more crucial duties, reduces wait times for patients, and increases efficiency and cost-effectiveness.

Key Areas of Focus for Healthcare Organizations—and How AI Is Impacting Them

Interoperability: The key to successful digital transformation in healthcare is interoperability. This refers to the seamless exchange of accurate patient information between different departments and systems.  By ensuring data flows smoothly, AI can unlock the true potential of healthcare data exchange. This not only improves operational efficiency, but also enhances the experience for both patients and staff.

Revenue Cycle Management (RCM): the process of tracking and managing the lifecycle of financial transactions associated with patient care is crucial to a healthcare organization’s operations. However, lack of standardization across patient information and medical records, as well as time-intensive back-office manual processes, can be a strain on healthcare organizations. AI enhances process automation and data extraction to eliminate manual data inputs across medical billing, prior authorization approval and claim processes, eliminating errors that delay payments and burden healthcare staff.

Value-based Care: The shift towards value-based care, where healthcare providers are rewarded for patient outcomes rather than the quantity of services provided, requires a holistic view of a patient’s health journey. AI helps by seamlessly managing real-time datasets between systems, physicians, and internal/external clinicians. This comprehensive view allows providers to see the full picture – all sources and history of a patient’s clinical data and treatment patterns. This enables providers to make informed decisions, personalize treatment plans and deliver more effective value-based care for patients.

How Can AI Solve Digital Transformation Challenges in Healthcare?

A Lack of Automation in RCM

One of the biggest challenges healthcare faces is streamlining the often-manual and error-prone Revenue Cycle Management (RCM) process. This translates to inefficiencies in:

  • Prior authorization and eligibility checks: Verifying insurance coverage and obtaining approvals for procedures can be a time-consuming and frustrating process.
  • Insurance claim scrubbing and submissions: Manually submitting claims and ensuring they are coded correctly is prone to errors and delays.
  • Insurance denials management and appeals: Dealing with denials and appeals is a complex and resource-intensive task.
  • Medical coding and payment collections: Assigning accurate medical codes and collecting payments from patients requires significant manual effort.
  • Provider credentialing: The process of verifying a healthcare provider’s qualifications can be lengthy and bureaucratic.

AI helps by offering a suite of capabilities to support healthcare providers:

  • Streamlining patient data management: AI can integrate various data sources, including patient information and medical records, into the Electronic Health Record (EHR) system. This creates a comprehensive view of a patient’s health history.
  • Automating patient communication: AI can automate tasks like appointment scheduling and sending post-operative reminders, freeing up staff time for more critical duties.
  • Generating medical insights: AI can analyze patient data to generate insights that can be used for diagnostics and treatment planning.
  • Improving clinical decision-making: AI can analyze large datasets of clinical data to identify patterns and trends that can inform better treatment decisions.
  • Accelerating drug discovery: AI can analyze vast amounts of data to expedite drug discovery and development, leading to faster breakthroughs in medical science. AI can also help predict treatment outcomes and track development plans, ensuring compliance with regulatory requirements.

The Need to Reduce Operational Costs

  • Optimizing medical records management: AI facilitates secure and centralized storage of medical records, enabling authorized staff to access information quickly and efficiently, while adhering to HIPAA regulations. Automation can also streamline record lifecycles, minimizing manual work and potential compliance fines.
  • Enhancing healthcare data exchange: AI can easily capture and integrate various types of patient data, including demographics, insurance information, and medical records. This not only ensures accurate data processing, but also allows for quick retrieval of information. AI streamlines administrative tasks, freeing up staff time previously spent handling large volumes of medical documents.
  • Transforming the patient and staff experience: AI can automate tasks like appointment scheduling and information access, empowering patients to take a more active role in their healthcare journey. Additionally, AI can automate the linking of information across different healthcare systems, allowing for smoother referrals, lab integrations, and overall improved patient experience. For staff, AI streamlines provider credentialing processes and automates data management across patient information and revenue management systems, reducing administrative burdens.

Overall, AI is revolutionizing healthcare by improving data management, enhancing task automation, and providing valuable data insights. This leads to better care for patients, reduced costs for organizations, and improved efficiency across healthcare organizations.

Want to learn more about digital transformation trends in healthcare? Download the white paper, Intelligent Automation in Healthcare — What Motivates Investments in the Next Generation of EHR Integrations.

Learn how Laserfiche AI is transforming enterprise content management—enabling organizations to increase efficiency, enhance data privacy and security, and do deeper analysis of their unstructured data.