The City of Rochester Powers Public Records Requests

As one of the most populous cities in New York state (after New York City and Buffalo), the City of Rochester relies on its IT department to increase efficiency between city departments and enable more effective public services. Servicing over 14 departments including Public Safety, Police and Fire, the city’s IT teams need systems that can power the city’s many interconnected processes.

After a thorough study of how to redesign and modernize multiple city processes together, the city saw Laserfiche’s strength in business process automation, workflow and document retention and management as an opportunity to use one platform to improve many functional areas.

Automating Freedom of Information Law Requests

The city’s initial improvements came from using Laserfiche to build a Freedom of Information Law (FOIL) portal that enables citizens to submit public records requests online.

Previously, it would take staff up to five days to start processing new records requests using paper request forms. With the new portal, citizens can now file new requests via a simple online form and inquiries are immediately sent to the relevant city department for review and approval. Throughout the process, citizens can check the status of their request at any time in the FOIL portal.

An internal Laserfiche progress dashboard also shows department managers the status of open requests and how long it takes each staff member to fulfill them, providing critical data about the city’s efficiency.

“We have gotten really positive feedback from users about the system,” says Harriet Fisher, Senior Business Analyst at the City of Rochester. “One user, in particular, said, ‘This is the best thing since sliced bread!’”

One Platform for City-wide Projects

In addition to reducing processing time for FOIL requests, the city’s police department is currently using Laserfiche for five internal processes, and the accounting department relies on Laserfiche as the backbone of invoice processing. Laserfiche’s user-friendly interface ultimately allows the city to see a quick return on its investment for automation projects and open new avenues for shared services across departments.

“It allows us to easily manage the creation of forms, the development of workflow and security in a way that you do not need to be an application developer,” says Greg Luna, Enterprise Process and Systems Manager at the City of Rochester. “It really is a nice departure from the in-house developed applications—to think out of the box about how we can re-engineer processes, and Laserfiche makes it easy for us to do that.”

Benefits:
  • The city can digitally process over 4,000 FOIL requests each year in half the time that it used to take.
  • More transparent reporting on task efficiency demonstrates the city’s commitment to public service.
  • The city can prove standardized records retention across city operations

Click here to find out how state and local governments are using Laserfiche to streamline citizen service requests.

The Town of Okotoks Centralizes Enterprise Data Across 20 Locations

The Town of Okotoks is the largest town in Alberta, Canada, and provides services to over 30,000 residents. The city operates 20 different business centers that are each responsible for their own document filing. Prior to using a document management system, the city battled isolated information gathering and collaboration, leading to delays in public service delivery and data entry errors.

“The town was looking for a more streamlined solution with a central filing location, easier searching capabilities for the employees and everybody on a broad spectrum,” says Sheila Andrew, HR/Corporate and Strategic Administrator for the Town of Okotoks.

Using Laserfiche’s combined electronic forms, workflow and records management capabilities, the city jump-started an enterprise-wide digital records initiative. One central document repository provided a single point of access for information across the city and standardized each department’s disparate document filing and archiving methods.

The system quickly evolved from just a document storage system. It’s now the town’s primary tool for improving future and ongoing operations. Using Laserfiche Forms, the municipality implemented over 150 forms-based processes for numerous activities, including:
  • Waste management
  • HR applications
  • Permitting and inspection submission, review and approval
  • Expense report submissions
  • Records management for land transactions
  • Digital records archiving

Using metadata, federated search and digital document access, employees across city departments can instantly find and collaborate on the information they need to deliver faster public services.

“We’ve gotten great feedback about how quickly approvals are happening now and the ease of access to forms,” says Andrew. “We only have one location to find forms, instead of lots of different places where people were saving PDFs or filing them.”

Benefits:
  • The permitting department has saved, on average, two months of administrative staff work a year.
  • Fire Department and Inspection teams can complete inspections and deliver permits in six to eight months instead of a full year.
  • The city has increased transparency throughout the document life cycle.
  • The city processes over 21,000 digital forms in one system.

Staff collaborates more quickly and in a more transparent manner on documents and requests.

Click here to learn more about how document management technology can enable faster, better quality public services.

PERI Scaffolding Speeds Invoice Processing With Laserfiche

PERI Formwork Scaffolding Engineering Ltd, based in South Africa, is a global manufacturer of formwork and scaffolding and provides consultant, project and engineering services for the construction industry. With wide-reaching operations across 60 global subsidiaries, the firm manages complex payment streams that require efficient processes and quick response times.

“As technology changes, there’s a need to communicate and distribute to customers more efficiently,” says Jacques Lotriet, Business Analyst for PERI’s Financial Efficiency Projects.

The organization previously relied on paper mail to sort, distribute and pay invoices. Collecting payments from customers often took up to two weeks with no guarantees that documents and payments would be returned on time.

With Laserfiche, the company built a web portal that provides customers and staff with web-based access to monthly statements and invoices. The accounting portal significantly decreased the time it takes staff to process invoices, improved the customer experience and helped the company provide more transparent operations for regulatory compliance.

“Feedback from our customers and our staff internally has been extremely positive, especially with the way to quickly and easily access and distribute documents,” says Lotriet.

Benefits:
  • Reduced accounts receivable and payable processing times from weeks to one day
  • Enabled customers to view invoices, see reminders and complete online payments entirely online
  • Saved $75,000 a year in printing and paper costs, creating a return on investment in the first year of Laserfiche use

The ability to quickly model and execute digital business processes helps PERI Scaffolding continually improve its customer experience and remain competitive in its industry.

“It is very versatile,” says Lotriet. “I like to describe it also as a blank canvas. If you can think it up, you can build it. The electronic flow and distribution is also very efficient, and saves a lot of time and money.”

Click here to learn more about using Laserfiche to streamline the accounts payable process.

Hurunui District Council

New Zealand’s Hurunui District, with a population of approximately 11,000 spread across 18 towns, offers a rural lifestyle filled with rich culture. Its local government authority excels at developing a sense of community, partnership and well-being.

Hurunui District Council knew that building a strong IT infrastructure was essential to providing the best customer service. The Council began searching for a new solution to replace its legacy document management system (DMS) when the requirements for records management at government organisations changed. The growing amount of information generated proved too much to efficiently handle, control and retain.

According to Scott Linton, the Council’s Information and Technology Services Manager, the Council focused on finding a system with:
  • The ability to easily integrate with its existing financial and business system, Napier Computer Systems.
  • Test servers and multiple repositories, versioning capability and records management functionality.
  • The right price.

Laserfiche provided a versatile enterprise-wide solution. “Being New Zealand’s seventh-largest district by land size, we needed a system with the capability to connect our multiple offices,” explains Linton. “We were really impressed at how easy it was to implement Laserfiche and connect our main office with five satellite locations. It was up and running in no time!”

Using Laserfiche Quick Fields to conserve staff time and IT resources

Three months before the Hurunui District Council put Laserfiche in place, its legacy DMS broke down. “We were worried about what to do with all of our information, but Laserfiche Quick Fields allowed us to quickly migrate the contents of the legacy system into Laserfiche,” says Linton.

The Council used Laserfiche Quick Fields to back scan its records. More than half a million documents were imported directly into Laserfiche from their legacy system using Laserfiche Import Agent and Laserfiche Workflow. “Laserfiche Quick Fields helped to accelerate the process, prevent manual errors, save staff time and produce greater productivity,” Linton says. “In fact, we wouldn’t have been able to do the conversion manually. It would have overwhelmed us.”

The Council is now preparing to transfer approximately 800,000 files from its group drives to the Laserfiche repository.

Managing Council documents and records

Laserfiche’s versioning functionality was an important selection criterion for the Council. “We use versioning to improve service delivery and regulate our information management,” explains Linton. “We use versioning with our Consents documents and it prevents information from getting lost, tracks changes and maintains different versions for different purposes.”

The Council actively uses versioning to manage Resource Consents documents, adding, revising and replacing throughout the year. “It was difficult to organise when we didn’t have a centralised storage location. We didn’t know which document was the newest one, staff members constantly worked on wrong versions and the name of the documents kept changing. It’s been really useful to our staff so we will move forward and implement it with Building Consents documents as well,” Linton says.

The Laserfiche check in/check out process has helped to ensure that:
  • Only one person can make changes to the report at a time.
  • The most up-to-date version of each document is stored in the Laserfiche repository.

Automating business processes and accelerating service delivery

The Building Consents Department issues permits to ensure that any building work within the district is lawful, safe and sustainable. Documents about each property, including applications and details, need to be well-maintained and organised so that staff can provide excellent customer service.

“We are currently automating 120,000 Building Consents, Resource Consents and License’s documents using Laserfiche Workflow, which is pulling metadata from the old database and transferring it into the Laserfiche database,” says Linton. “Doing a manual transfer would have been a nightmare.”

Using Laserfiche’s abilities, the Council organised its metadata information as fields and then determined which fields to apply to the documents to enable the most efficient search for users. Laserfiche Workflow then assigns a template of predetermined fields to the documents, automatically pulls the information from the old database and fills out the metadata for each document.

“Each property has its own folder that contains an average of 40-50 pages on the details. Overall, we have around 10,000 folders, so we have tens of thousands of documents that need to be identified and placed with the correct property,” Linton explains. “We applied a Laserfiche template with metadata information such as the building type, number, property ID, evaluation number and address. Laserfiche Workflow then automatically identifies, filters and files the documents in their correct folders.”

According to Linton, “We want to continue expanding Laserfiche as an enterprise-wide, back-end control centre. We want our staff to experience a faster and easier search for documents — it shouldn’t be time-consuming to gather information about a property. With Laserfiche, they will be able to search for a property name or the ID and get the results in seconds.”

Future plans

The Hurunui District Council is looking forward to expanding and extending its Laserfiche implementation. “We are looking to bring in Laserfiche Mobile for building inspectors and compliance officers when they are at on-site visits. We’re also considering implementing Laserfiche Forms to further streamline workflows,” Linton says. “The capabilities of Laserfiche are endless. We haven’t found anything we can’t do with Laserfiche!”

How Oakland County Drives Innovation for Better Citizen Service

Located just north of Detroit, Oakland County, MI, has more than 60 cities, villages and townships with over 1.2 million people living within its borders.

The county’s ongoing commitment to innovation—led by CIO Phil Bertolini, who was inducted to the CIO Hall of Fame in 2017—has resulted in award-winning initiatives such as the G2G Marketplace (an online resource for governments to research, purchase and implement technology solutions and professional services), and Automation Alley, the state’s nonprofit technology and manufacturing business association.

“At the end of the day, my job is about working with a team that provides innovation and collaboration for Oakland County to improve customer service,” Bertolini says.

Oakland County’s IT team recently assessed its document management system, which was becoming time- and cost-intensive to maintain and update in order to keep up with the county’s constant state of digital transformation.

Increasing Information Access and Automating Processes

After evaluating a number of options, the county selected a Laserfiche enterprise content management solution to replace its legacy system. “The Laserfiche team was able to prototype and show us exactly how we would be able to use the software in our organization,” says Kevin Bertram, IT Applications Services Leader. “That was a key factor for us.”

Oakland County is now implementing Laserfiche across departments and business units including the county courts, to provide better access to information and automate key government functions.

“We want to make those processes more efficient, more automatic and better for the public,” says Bill Jobes, Program Manager at Oakland County. “In order to grow, we have to innovate.”

Empowering Employees and Citizens

By using Laserfiche to digitize information and automate processes, Oakland County aims to empower government employees to streamline operations and improve citizen services.

Benefits include:
  • Reclaimed IT staff time previously spent maintaining and supporting the legacy system
  • Increased access to information for authorized government employees
  • Around-the-clock access to public information and services for citizens through online portals
  • Better reporting and analytics for department leaders, leading to more informed decisions about resource allocation
  • Enhanced transparency of processes for citizens who want to be kept informed of how their service requests are progressing

“We’re always looking for opportunities to be more effective and really bring that cost for service or cost per unit down,” Bertram says. “Not for a bottom-line profit like in the private sector, but to try to reduce the cost of service to our constituents, and use their tax dollars appropriately and as wisely as possible.”

North County Transit District Improves Public Records Access and Retention

The North County Transit District manages public transportation operations in the North San Diego County area, including light rail and community rail systems, buses and disability transportation.

“We move approximately 12 million people a year,” says Sonya Finley, Document Control Coordinator. “We’re small in size, but we do a lot of heavy lifting when it comes to transit.”

Maintaining proper access to public records is critical to compliance with regulatory requirements. As a transportation organization, the transit district’s key processes—such as confirming staff members are following standard operating procedures—also ensure the safety of the operation’s millions of passengers.

Moving Away from Shared Drives

In the past, the transit district stored documents on shared drives without a standard organization method, making it difficult for staff to find the right versions for public information requests and new projects. “If you can’t find the documents, you can’t really do business,” Finley says.

To improve staff efficiency, the transit district needed to create a more centralized structure for document management and an organized repository for records retention.

Streamlining Records Retention

Using Laserfiche, the transit district created an organized shared repository for public records as well as department-specific document structures. “If they’re in one centralized place, then my job is a lot easier when it’s time to do a records destruction,” Finley says.

The transit district also used Laserfiche to add in workflows and digital forms to automate processes such as time off requests and new employee onboarding. “The document flows through, and boom, the person gets it. They fill it out and it moves to the next step,” Finley says. “Nothing gets lost on somebody’s desk.”

Benefits include:
  • Reduced staff time spent finding and retrieving documents for Freedom of Information Act (FOIA) requests
  • Quicker submission, review and approvals for contracts, time off requests, staff reports, project approvals and more
  • A more organized, compliant records retention and destruction process

“When staff comes in the morning, they’re opening Laserfiche; it has become part of our daily routine,” Finley adds. “When we have that approval process, those things get cleared and reviewed in a timelier manner. That ensures that all of our staff and even our contractors are following standard operating procedures, so that we can ensure the safety of our passengers.”

Digitization Empowers the Arkansas Department of Labor to Better Serve Constituents

The Arkansas Department of Labor works to ensure workplace safety for more than 3 million citizens each year, overseeing inspections for everything from elevator operations and amusement park rides to child labor, minimum wage and overtime practices.

Structured information access is critical for the departments’ inspectors to review claims quickly and improve workplace safety standards.

Identifying Inefficiencies

“The biggest challenge that we face is making it easy for the people that we service,” says Ken Anderson, Senior Software Analyst for the department. “We want to be able to efficiently serve them and respond to them quickly.”

With claim documents spread across hundreds of filing cabinets, employees previously spent days trying to find the documents they needed during the inspection process. Wage claims could take up to three months to complete.

The department turned to Laserfiche enterprise content management software to reduce the length of inspections by digitizing the wage claim process and provide instant search and retrieval.

Going Digital for Faster Constituent Service

With Laserfiche, the department created an electronic form which enables anyone to submit a wage claim online. The claim is automatically assigned to an investigator for review and stored in the Laserfiche digital repository. Inspectors in the field access Laserfiche on iPads, enabling them to instantly update the claim with new documentation in real-time. Throughout the process, Laserfiche automatically notifies the submitter of the status of their wage claim.

The new process has expedited the department’s public service and produced significant ROI for the use of taxpayer dollars.

Benefits include:
  • The department can complete wage claims in 36 days instead of 120 days
  • The department saves $60,000 annually on building and storage space for records
  • Investigators receive reports from inspectors in field instantly

“Not only is Laserfiche effective within the agency, but it means so much to the person waiting on that check,” Anderson says. “To be able to get it 70 or 90 days sooner is so important to them.”

Linn-Benton Community College Enhances Student Experience with Streamlined Transcript Evaluations

With over 22,000 students, Linn-Benton Community College is one of the largest community college systems in Oregon.

A growing student population placed increased demands on the college’s Enrollment Services division, which processes around 15,000 applications each year. In order to keep up with the demand, the college needed to expedite transcript review and find an efficient way to inform students about their course options and graduation goals.

Identifying Areas for Efficiency

“Before Laserfiche, it took us about six to eight weeks to complete a transcript evaluation,” says Amy Sikora, Assistant Director of Enrollment Services. “We would get transcripts in from the students, and then they would just sit there unless the student filled out an online request form asking us to evaluate them.

“We had students calling us all the time asking if we received their transcript or if we evaluated their transcript,” Sikora adds. “It was a really clunky process.”

Driving Digital Student Services

The college worked with Laserfiche solution provider CDI to implement a Laserfiche solution for an online transcript evaluation service that:
  • Allows students to instantly upload transcripts and request an evaluation
  • Automatically assigns transcripts to a reviewer
  • Instantly cross-references transcripts with the college’s Banner system
  • Analyzes and automatically emails enrollment criteria to students with further instructions and outcomes

By applying this process to class petitions, transfer credits, course refunds and more, staff can stay in constant communication with students about their options.

“Students are communicated with every step of the way, which is great because it saves us a ton of phone calls,” says Sikora. “Staff like it because it just does everything for them. It helps in many different ways—for students going into special admissions programs, and even bypassing placement testing can be really beneficial for students.”

Benefits include:
  • Students can instantly submit and request transcript reviews online and receive personalized instructions on next steps
  • Average time to review transcripts has been shortened from six weeks to a single week
  • Staff workloads can be reconfigured in real time based on transcript volume and document types

“The goals were to reduce the time that it takes to evaluate transcripts, keep everybody notified and just have the process flow better,” said Sikora. “Laserfiche solved all those things for us.”

St. Louis Public School District Streamlines HR Management

As one of the largest urban school districts in Missouri, the St. Louis Public School District oversees 70 schools and 4,700 employees. For the district’s HR office, transparency and quick communication between hiring and budgeting teams is critical for efficiently allocating staffing resources to classrooms throughout the year.

Reducing the Paper Burden

The district maintains over 4.5 million documents dating back to the early 1900s. To find files, staff previously had travel to a storage facility 10 miles away. This paper-intensive search and retrieval could often delay hiring decisions that require multi-department reviews.

“If the request for a new position involved funds outside of what the district was allocated, the information could really go a million different places,” says Clarissa Buckley, Coordinator for Human Resources Information Systems. “We had almost eight levels of approval built into the previous process that made having a paper form extremely difficult and cumbersome. And we never want to reach a point where we’re asking, ‘Do we let this classroom go without a teacher because we’re waiting on this paper form to get approved?’ ”

Streamlining Staff Requisitions

The district began using Laserfiche to digitally organize its archived and active paper storage, and quickly moved on to automate new hiring, benefits enrollment and other core HR services.

Staff requisitions are now completed in hours, with all involved parties able to share information and collaborate on decisions. “Laserfiche helps everyone stay on track,” Buckley says. “We can always see and monitor where our requisitions are caught up in the process.” Instant information access also means the HR department can better service teachers and staff with timely W2s, emergency information, student transcripts and more.

Benefits include:
  • 80 percent of the district’s HR active records and historical archives have been digitized
  • HR documents are instantly accessible, where previously staff needed to wait 48 hours to retrieve a file from a storage facility
  • Staffing requisitions are completed in three hours instead of three weeks

“Our teachers are beginning to see when they bring other records to us, not only are we able to receive that information and quickly digitize it, but we’re also able to retrieve it for them if needed in the future,” Buckley says.

How Halquist Stone’s Automated Processes Created a Culture of Efficiency

Halquist Stone is one of the largest stone quarries in the Midwest, manufacturing and selling natural stone products nationwide. The company’s expertise spans materials used across all types of residential, commercial and landscaping projects—from the walls of castle-inspired homes to rocks that populate zoo habitats.

Generating sales orders for the organization’s diverse range of products requires the cooperation of several departments, which are often spread across seven geographically separated manufacturing facilities.

Out of the Stone Age

“Our old sales order process really came out of the ’50s,” says Wade Balson, CFO at Halquist Stone Co. Employees used carbon paper to make copies that then had to be sent to manufacturing, distribution, sales and accounting to be processed. “The supervisors at all the different locations were spending two to three hours a day manually inputting data—that left them 15 hours a week off of the manufacturing floor, where they need to oversee the product actually being made, making sure it’s getting done correctly, making sure people are doing their jobs.”

In order to continue serving a growing customer base across the country, the company needed to reclaim supervisor time.

Into the Future

Halquist Stone used Laserfiche to automate the sales order process, eliminating manual data entry and the many spreadsheets that previously burdened supervisors. Supervisors now enter orders on iPads, and information is automatically routed to the relevant departments to be processed. Additionally, customers can easily change or cancel orders via an online Laserfiche form, and supervisors can see the change or cancellation immediately after it is submitted.

Balson estimates that the company saw a return on its Laserfiche investment in under a year of using the software. “ROI numbers just skyrocketed from there,” Balson adds. “Now we’re automating more processes with Laserfiche, and finding more ways to use it. That just increases my return exponentially.” Benefits include:
  • Supervisors save between two and three hours a day, adding up to about $115,000 of savings
  • The company’s processes are more transparent, improving accountability
  • Employees can immediately find information when needed

“The more that we’re embracing it, the faster and better everybody’s going to be,” Balson says. “It’s completely changed the entire culture of our company.”