Town of Paradise Workflows and Forms Expand Digital Experience for Employees and Residents

SITUATION

• Processes dependent on submission of physical documents
• Wider digital transformation initiated to facilitate service to citizens and minimize storage costs

RESULTS

• Digitized over 400,000 files since 2015
• Increased efficiency in back-office tasks by 30%

The Town of Paradise is a municipality located in the Canadian province of Newfoundland and Labrador near the capital city of St. John’s. Currently serving a population of around 23,000 residents, the town is also one of Atlantic Canada’s fastest growing municipalities with the youngest-aged population in Newfoundland and Labrador. To continue serving a growing population and meet the expectations of an increasingly younger generation of residents, the town has implemented Laserfiche technology to help drive efficiency and a more frictionless experience for residents.

Town of Paradise Workflows and Forms Expand Digital Experience for Employees and Residents

Since implementing Laserfiche in 2015 to scan and manage civic files, the Town of Paradise has digitized  over 400,000 files, establishing efficient scanning initiatives to continue supporting its electronic document management initiative. The physical space saved from document storage has allowed the town to hire more employees, which has subsequently expanded the scope and reach of services provided by a growing team.

To support its Laserfiche implementation and uncover additional solutions, the town partners with Ricoh, a Laserfiche solution provider. Beyond scanning, the town has worked with Ricoh to implement automated workflows and electronic forms to further optimize processes, improving the user experience for staff in and out of the office. These initiatives have helped to optimize costs, reduce processing times for key services, as well as improve responsiveness to residents. Using Laserfiche, the town has also been able to strengthen its continuity of services during major disruptions brought about by the COVID-19 pandemic.

Building a Remote, Digital Workforce

The Town of Paradise recognized a need to revamp legacy processes such as enforcement issues and actions reporting and building inspections. The organization needed to streamline data capture, centralize content management and better track information as it moves through the organization. 

The issues and actions reporting process, for instance, is used by the town’s municipal enforcement officers (MEOs) when investigating public and private property, as well as municipally licensed and permitted businesses and premises to ensure compliance with acts, bylaws and regulations. This legacy process was digital, but because information was previously hosted on an external database, MEOs could not update it when they were out in the field. Rather, MEOs had to travel back and forth between project sites and the main office for reporting and to submit forms.

The town developed a new form using Laserfiche, which enabled MEOs to use tablets in the field to provide live updates, which are recorded in the Laserfiche repository, eliminating the need for the external database. On top of a savings of $2,500 from eliminating the external database, the town achieved a 37% savings in processing time during the pilot run of the form.

30% increase in efficiency in back-office tasksThe town also leverages the collected metadata for a high-level view of action history, open tasks and other metrics. This serves as an efficient way to delegate tasks digitally between management and employees while also improving and accelerating responsiveness to issues and actions requests.

“Since implementing Laserfiche, we have greater insight into on-site locations with recurring problems,” said Elizabeth Piercey, purchasing and risk manager at the Town of Paradise. “Staff can more effectively identify and address problems, saving on time and costs without revisiting the same location again.”

Building inspection forms have been similarly updated, making the process more transparent and eliminating paper forms. The Town of Paradise benefits from improved reporting standards and tracking for processes initiated by digital forms, which now enable employees to upload pictures, automate emails to stakeholders, as well as support legal compliance by providing a clear, digital record of actions taken by employees on each project. With inspections centralized in one location and accessible with a click of a button, inspectors can easily input the most commonly used notes and take pictures if required. Benefits also include:

  • Accelerated building inspection process time
  • Fewer errors
  • Enhanced customer experience, including better and more immediate access to inspection slips
  • Automatic updates to the town’s main civic files
  • Easier job sharing in the event of an employee absence

“Laserfiche Forms has been a great tool for building inspections,” said Dawn Doody, administrative assistant at the Town of Paradise. “It saves time and is more efficient and user-friendly for the whole department.”

Since deploying Laserfiche Forms in 2020, the town has worked to improve the user experience and quality of forms submissions relating to issues and actions and building inspections so that management can develop a better understanding of both employee and resident needs.

Continuity During the Pandemic

In addition to the benefits of cost savings and increased efficiency, Laserfiche has enabled employees to minimize face-to-face contact in office or with residents, which was especially crucial during the pandemic. During major disruptions requiring remote work, the town was able to leverage Laserfiche to provide employees and citizens with continued service using pre-existing and newly developed digital processes.

For example, a Laserfiche solution automating the accounts payable workflow was initially developed and implemented prior to the pandemic, but has now been fully rolled out to all departments. As entire communities were disrupted, this workflow was vital to the on-time delivery of invoices and payment to vendors. It also allowed the accounting division to monitor outstanding items.

“To say the workflow functionality has improved our overall AP process is an understatement,” said Cathy Broydell, manager of finance at the Town of Paradise. “The development of an AP workflow has allowed invoices to electronically move through the approval process seamlessly and has improved collaboration between every employee who is involved with the AP process. Our AP team can now easily track where invoices are within the approval process and as a result are able to process payment for invoices in a more timely and efficient manner. Today, invoices can be easily retrieved by using customized search tools within Laserfiche, and we can confidently say that invoices will never go missing again.”

Similarly, the town developed a correspondence management workflow which routed scanned mail to the appropriate department or user without the need for in-person interaction. Scanned items are tagged with the relevant department and user information. This has supported staff and community health and safety, allowing staff to access mail while working remotely for long periods. Additionally, the correspondence management workflow has provided the Town of Paradise with greater insight into what areas to focus on based on the volume of different categories of mail.  

“If we had entered into the pandemic with thousands of undigitized physical files in our office, we would have faced more significant challenges in business continuity,” recalled Piercey. “As staff worked remotely, Laserfiche provided a way for us to access crucial information in a centralized location at our fingertips. This enabled us to respond to residents more efficiently during a stressful period.”

The Town of Paradise now has 30 active workflows across departments and has continued using these solutions even after the most severe part the pandemic. This has resulted in a more comprehensive and functional digital work environment, better preparing the town to serve the new generation of residents, even during unpredictable circumstances. These initiatives have provided employees with confidence in their own digital transformation efforts, leading the town to continue identifying more areas to automate using Laserfiche.

Discover Latest Insurance Priorities: Embrace the Power of Process Automation


Discover Latest Insurance Priorities: Embrace the Power of Process Automation

The insurance industry has embraced digital technology in pursuit of gaining a competitive edge. Despite ongoing economic uncertainties and various significant challenges, insurers and their distribution channels are currently grappling with disruptions. These disruptions encompass a rise in claims and incurred costs, as well as a surge in operational expenses. Given these evolving circumstances, insurance leaders must remain adaptive and flexible with a steadfast commitment to digital transformation.

Join us for a panel of industry experts who will unveil the latest Digital Insurance survey findings. These insightful discoveries shed light on how technology and operational leaders at insurance carriers are strategically redefining the priorities of digital transformation and shaping the new normal.

Topics covered in this webinar include:

  • The critical business priorities that are driving the state of insurance digital transformation
  • How to navigate common pain points related to process automation  
  • The best strategies for technology adoption across your organization
  • How other insurance firms are demonstrating ROI with digital transformation
Please join us on demand
Duration: 1 hour

Laserfiche Integrations


Laserfiche Integrations

Curious about what integrations Laserfiche offers? Confused on which of the many integration offerings you should use in which situation? Join us to answer these questions and learn about the latest and greatest Laserfiche integrations!

We’ll cover: 

  • How to leverage the API and the latest exciting updates
  • Direct integrations like web request rules, Microsoft integrations and more   
  • Leveraging the Laserfiche Marketplace and iPaaS integrations
  • Low-code integration tools like robotic process automation and Connector
Please join us on demand
Duration: 75 minutes

eBook: The Low-Code Automation Designer’s Playbook

Learn how a low-code automation platform can power innovation in the workplace with our guide showcasing product benefits, features and use cases.

What’s inside the guide?

  • Discover the benefits of using low-code automation.
  • Identify use cases for key low-code platform features.
  • Explore the unique capabilities of low-code platforms.
  • Get advice on where to continue learning about low-code.

Click here to get the eBook.

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

Opening a new account has traditionally been a cumbersome process within the financial services sector, burdened by paperwork and time-consuming steps. Firms have sought to improve this process by either building their own workflows with existing technology tools or deploying new point solutions. However, these approaches often lack the true automation needed, as they involve manual and repetitive procedures and are disconnected among line-of-business systems.

Join this complimentary webinar to discover an end-to-end integrated solution for new account opening using Laserfiche process automation, coupled with integration tools that enhance the client experience, reduce operational costs, and address compliance challenges.

The webinar will cover the following topics:

  • Trends for the new account opening process in the wealth management industry.
  • A live demonstration of an automated new account opening solution in Laserfiche.  
  • Real-world use cases from the global Laserfiche financial services community.
  • A live Q&A session.
Please join us on demand:
Duration: 1 hour

Getting Started with Laserfiche

AUC Modernizes Records and Processes Campus-wide

SITUATION

• The university needed to retire a legacy document management system
• Content needed to be migrated to a system that offered information management and process automation

SOLUTION

• Improved information retrieval time and efficiency
• Automated processes accelerated response times and increased transparency
• Enhanced student, staff and faculty experience

The American University in Cairo (AUC) is a leading English-language, U.S.-accredited institution of higher education. With a diverse community of students, faculty, alumni, trustees and supporters representing more than 60 countries, the university prides itself on being a crossroads for the world’s cultures and a vibrant forum for reasoned argument and spirited debate.

While the university is over 100 years old, it has prioritized offering a modern student experience. Its New Cairo campus features a state-of-the-art facility for advanced research, innovative teaching, lifelong learning and civic engagement. Recently, the university’s technology solutions team set out to modernize technology systems and processes to better align with its students, faculty and staff’s needs and expectations.

“Before Laserfiche, we were facing many challenges in managing a legacy content management system,” said Soumaia Al Ayyat, Ph.D., lead applications development analyst at AUC. “We had an overflow of paper-based documents and student records stored in our warehouse.”

The technology solutions team worked with BMB, a Laserfiche solution provider with locations across the Middle East, North Africa and Europe, to implement Laserfiche as a modern way to manage information and automate processes campuswide.

Building a Strong Information Governance Framework

AUC outlined its requirements for a new system for managing content. The technology solutions team had the vision to go beyond traditional document management and implement a full content services platform.

“We were looking for a centralized content management system for improving process automation and enforcing governance rules on the content,” Al Ayyat said. The technology solution team selected Laserfiche for its ease-of-use, flexibility and integration capabilities.

The plan was to migrate content from the legacy system to Laserfiche with documents’ respective template fields, and implement access controls and forms-based audit reports of the legacy system’s actions. The team also embraced Laserfiche’s records management capabilities by applying retention polices on the migrated content as well as new content.

“All departments reported a noticeable improvement in retrieval time and efficiency due to the accompanied metadata and proper access rights,” Al Ayyat said, adding that documents for over 25,000 students were successfully migrated. “We’ve saved a great amount of paper, time and budget with Laserfiche records management.”

Early Adopters: Automating Enrollment and Admissions Processes

Once the team had brought content over from the legacy system, they turned their focus to automation for four different user personas: for students, staff, faculty and external users (such as visitors). One of the most pressing needs was streamlining the admissions process.

“Just before COVID-19, the university was transforming into a paperless and cashless campus,” said Mohamed El Fadly, technology solutions director at AUC. “One of its main goals was to enhance and automate the admissions process, so that students could submit their files online and track their documents at any time.”

Before using Laserfiche, students were required to submit around 10 types of documents — including grades, birth certificates, national IDs, photos, etc. — in physical form.

“The Enrollment and Admissions Office was our early adopter of Laserfiche Forms to automate the admissions checklist process,” El Fadly added. The office launched a Laserfiche form that enabled students to submit documents online and routed the information automatically to admissions and related departments for review, approval and follow-up. Students can track the progress of their applications at any time in the process.

Students can also opt to visit AUC’s Student Service Center to submit documents. For in-person submission, students sign a signature pad, whose system is integrated with the Laserfiche form so that it may be stored in the repository for future reference.

An API integration between Laserfiche and AUC’s student information system, Ellucian Banner, streamlines information sharing and the creation of students’ Laserfiche accounts once accepted.

Since the success of the admissions checklist, AUC has also used Laserfiche Forms for a number of other student-facing processes including:

  • Scholarship checklists
  • Research grants
  • Overload requests
  • Withdrawal requests
  • Leave of absence requests

“Any of these automated processes enable students to submit academic and administrative documents online, receive approval quickly and track their status,” said El Fadly. “We’re able to offer these responsive student services because we’re using Laserfiche as a campus-wide solution.”

Campus-wide Process Automation and Modernization

“Laserfiche’s ease of use and integration capabilities with our core systems like Banner and SAP enable the university to quickly extend its workflow and online forms solution capabilities to other campus departments, including the Registrar office, the Provost office, the security office and the Controller office,” said El Fadly.

For faculty and staff, AUC has automated processes that previously required many manual, repetitive tasks and physical copies, including:

  • Faculty grants
  • Faculty report requests
  • Faculty grade change requests
  • Clearance requests

Visitors to the campus, too, use Laserfiche as part of the visitor request process. Once a request is submitted, Laserfiche generates a QR code with dynamic information extracted from the request form, which is presented at the entrance gates. An integration with the CodeREADr app enables security guards to scan the codes with the app and record check-in and check-out.

“These modern, automated processes have enabled AUC to manage increased information flow without additional burden on students, faculty and staff. Adopting Laserfiche in the Enrollment and Admissions office has led to the migration of over 1 million admissions records and the processing of over 320,000 records in two years, while AUC has also managed over 350 School of Continuing Education petition submission, 1,000 visitor requests and nearly 200 clearance requests in the same amount of time. Additionally, the use of Laserfiche aligns well with AUC’s sustainability goals. “We’ve eliminated the use of millions of paper documents,” Al Ayyat said. “Laserfiche has helped us to achieve our paperless goal and go green.”

Today, the technology solutions team continues to optimize operations and digitize more departments’ content. The team has more than 20 business processes in their queue for automation.

AUC Modernizes Records and Processes Campus-wide“The smart process automation in Laserfiche and its capabilities to design very complex processes facilitated the improvement of AUC’s internal processes and enhanced the student experience,” said Al Ayyat. “Laserfiche provides efficiency via intelligent forms with the proper workflow and the proper repository access rights. The smart reporting and analytics of Laserfiche empower the stakeholders in monitoring and identifying process bottlenecks. Overall, Laserfiche enables us to offer our services more quickly and with greater accessibility.”

Top Use Cases for Business Process Management (BPM) and Automation

While the feature set of a business process management (BPM) platform can be robust, it’s not always easy to identify where and how to use the tools effectively. Below are a few use cases that highlight the benefits of implementing business process management within your organization.

Use cases for finance departments

A highly regulated part of any business, a finance department can find many benefits in using a BPM platform:

  • Customer invoicing: Find new efficiency with the ability to quickly route documents to relevant parties, including key approvers and stakeholders, creating transparency throughout the invoice management process.

  • Cash flows: Gain a clear view of incoming and outgoing funds with processes you can follow using robust analytics dashboards.

  • Invoice processing: Automatically extract relevant data from scanned or imported invoices, making invoice information easier to verify and match with relevant purchase orders.

  • Expense reimbursement: Streamline the expense reimbursement process with the ability to efficiently route documents between requesters and approvers.

  • Budget transfers: Enhance your organization’s ability to move allocated funds between departments with prebuilt automation templates from a solution marketplace.

Use cases for HR departments

As the department responsible for employee onboarding and support, Human Resources can have many processes to manage on any given day. Here are a few ways a BPM platform can help:

  • Employee onboarding: Get employees started faster by automatically routing onboarding paperwork between them and the HR department.
  • Employee forms and requests: Enable a quick turnaround for employee requests with the ability to automatically direct forms and paperwork between stakeholders.

  • Vacation requests: Give your organization the opportunity to field vacation requests more effectively with prebuilt automation templates obtained from a solution marketplace.

  • Professional development requests: Support employee growth with fast response times to requests for professional development, using tools that can route information automatically to relevant parties.

  • Timesheets: Get automatic reminders of when timesheets are due and automatically route information to approvers.

  • Benefits enrollment: Automatically set reminders to notify employees of key benefits enrollment deadlines.

Use cases for legal and compliance departments

For legal and finance departments, accuracy and efficiency is an essential part of conducting business, and helping to ensure audits of their organizations go smoothly. Below are some ways these departments can benefit from using a BPM platform.

  • Legal review and contract approvals: Speed up approval processes with process automation functionality that directs information to appropriate stakeholders with ease.

  • Contract negotiation: Quickly route contracts between relevant parties as items are updated or changed, and use integrated digital signature tools for signoff.

Use cases for supply chain management

Supply chain management can be a challenge for many businesses and can cause ripple effects throughout an organization if not regarded as critically important to operations. Here are some use cases for BPM platforms that can help supply chain managers create new efficiencies:

  • Procurement: Enable a responsive and quick-to-act procurement process with the ability to move information about materials readily between appropriate stakeholders.

  • Operations: Identify bottlenecks with analytics dashboards that enable your organization to get an informative overview of ongoing processes.

  • Incoming materials and outgoing products: Leverage powerful process dashboards to identify trends in how your organization is procuring materials and producing products.

  • Quality control: Use prebuilt automation templates from a solution marketplace to build workflows that streamline how quality control information is collected and delivered.

Use cases for customer service departments

Customer service departments rely heavily on the accuracy of their information in order to provide the highest level of service possible. Here are some ways a BPM platform can help:

  • Customer requests for service: Meet the needs of customers on their schedule with the ability to provide automated service as requests come in.
  • Case management: Easily route information between team members to stay up to date on cases and provide automatic status updates for customers.

  • Application processing: Automatically route applications for services and programs to the appropriate approvers.

  • Customer service follow-up: Enable any staff member to provide follow-ups to requests with automation tools that make case information easy to move between team members.

  • Support ticket submissions: Quickly route support tickets to relevant personnel based on expertise and availability.

Use cases for IT departments

Information technology departments are usually fielding many projects and requests at once. Without the right tools, resources can run thin quickly. Here are a few ways a BPM platform can help your IT department utilize its resources effectively:

  • Case management: Provide automatic status updates on cases and easily route relevant case information between team members as needed.

  • Data analysis and insights: Gain actionable insights on processes department-wide with robust analytics dashboards.

  • Helpdesk support: Streamline operations and information-routing with prebuilt automation templates obtained from a solution marketplace.

  • Network access requests: Leverage automation to accelerate approvals of requests from staff to access applications and functionality critical to their roles.

Use cases for sales teams

The more information salespeople have, the more empowered they are to inform customers and close deals. Here are some ways a BPM platform can assist Sales teams in generating revenue for their organizations:

  • Sales contracts: Accelerate deals with the ability to automatically route contracts between relevant parties as items are updated.

  • Travel and expense requests: Jumpstart workflows your organization can use to furnish requests quickly using prebuilt automation templates from a solution marketplace.

Use cases for business continuity

Whether an individual unit or a group of individual experts across multiple departments, teams need effective tools to mitigate the risk that comes with disruptions to business. Here are a few ways a BPM platform can assist your organization in its efforts to create a more resilient enterprise:

  • Communicating with customers: Keep customers up to date on requests for information and services from anywhere with automation tools.
  • Business continuity planning: Leverage digital, automated workflows to keep processes moving, even if in-person staff are unavailable.
  • Crisis management: Automate key crisis management processes to boost your organization’s ability to respond effectively in critical situations.

  • Business impact analysis: Evaluate performance of key processes during simulated disruptions with analytics tools to get an overview of your organization’s preparedness.

Customer Spotlight: Sky Telecommunications

Learn how the HR department at leading telecommunications company Sky was able to deliver more efficient services for its 25,000 employees by leveraging automation.


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