How College of the Desert Modernized Student Forms to Reduce Application Processing Time by 40%

Enhancing Student Success by Digitizing Enrollment and Financial Aid Forms

College of the Desert in Palm Desert is one of the 112 institutions in the community college system of California. With an enrollment of 13,000 students, as many as 20,000 to 30,000 documents are processed annually at the college. Using a paper-based application and filing system, the college was servicing a high volume of commuter students with inconvenient and inconsistent enrollment processes.

“With paper forms, students had to travel up to three hours to submit documents or complete their student files,” says Dr. Annebelle Nery, Executive Dean, Enrollment Services. “Student lines at the counter were very long. Once students got to the front of the line, they were extremely frustrated because we’d either lost their documents or the documents were stuck in processing—but where exactly, we weren’t sure.

Information requests were funneled through as many as five departments in order to compile a complete and accurate student file. Records systems were siloed from the college’s student information system (SIS), and staff members had to search multiple locations to find a complete student file.

Standardizing Records Access Across Campus

To improve operational efficiency, the college  replaced 20 different paper forms with Laserfiche electronic forms that are instantly accessible through a student’s online portal.

Students can now view, complete, sign and submit degree applications, change of major requests and other student forms all from one online portal. Once a form is submitted, Laserfiche automatically:

  • Routes it to required employees and departments for processing.
  • Emails status updates to the student throughout the review process.
  • Attaches documents to the corresponding student file in the SIS.
Associating metadata fields with electronic forms track the exact status of each application at every step of records processing.

Today, every student form at College of the Desert is received electronically through Laserfiche. The college also automated more than 50 business processes, including:

  • Petitions
  • Concurrent enrollment
  • Enrollment verification
  • Name change
  • Request to add a class
  • Information releases

All departments now access and use a centrally managed document management system, reducing overall costs for maintenance and IT support. Staff members aren’t just sharing information more efficiently with students—they’re collaborating across departments to reduce excessive paper volume and needless filing efforts.

Improving Student Satisfaction and Accreditation with Document Management Software

With Laserfiche, the admissions and records and financial services departments now require 40% less time to process applications and petitions. Inquiries from students and lines at the service counters have decreased significantly now that students receive email notifications about their applications.

“The frustrated phone calls from students are down and now we’re getting calls from other departments that want to use Laserfiche,” says Dr. Nery.

These improvements have not gone unnoticed:

  • The college met accreditation standards by being able to offer its main campus services to extension centers and online students.
  • Student satisfaction levels have risen sharply and even the Board of Trustees has complimented the college on its Laserfiche initiative.
  • Recently, the college received the Models of Efficiency Award from University Business Magazine, which recognizes institutions with business savvy and technological expertise.

Looking to digitize student records and paperwork processing at your institution? Schedule your free demo of Laserfiche Forms for colleges and universities. 

Community Action Partnership’s Automated Case Management for Low-Income Energy Assistance

Automating Case Management Paperwork Processing

Each winter, thousands of residents in Minnesota’s Ramsey and Washington Counties struggle to access basic heating and utilities. When a household finds itself in need, it turns to the Community Action Partnership of Ramsey and Washington Counties, which runs one of the state’s largest low-income home energy assistance program.

“We receive thousands of calls from clients anxious to know if we can help,” says Catherine Fair, Director of Energy Assistance Programs. “These kinds of calls were hard for our staff to field since we had over 25,000 active applications stored in filing cabinets. We knew that automating our application approval process would make us more efficient and accelerate our ability to help households in need.”

To automate the case management process, the agency began scanning applications and related documentation into a Laserfiche document repository connected to automated document filing, routing and approval workflows.

Case workers can now quickly determine grant amounts and deliver assistance faster:

  • Workflows automatically create case folders for new scanned applications, including eligibility worksheets and case note logs, and route them to case workers for review.
  • Urgent cases can be automatically sent to an expedited processing queue.
  • Staff members can re-direct files to other groups for review and action. If a case worker chooses “yes” under Furnace Problem metadata field, Laserfiche will auto-route the file to the furnace repair group for attention.

“We have significantly improved crisis response time,” says Fair. “Urgent calls for assistance are much more productive. We can find a client’s application immediately by looking in Laserfiche and can then let the client know exactly what he needs to do to complete his application.”

Standardizing Record Archival, Auditing and Security

In addition to expediting service delivery for low-income residents, the new case management process also streamlined the program’s twice-yearly audits. By law, the agency is required to keep archived case files for three years.

Fair explains, “Files are randomly selected by the auditors, and it was a daunting task to find the ones they requested among 25,000 others!”

Being able to store all records in TIFF format was another reason the agency choose document management software. The open file format ensures that the files stored in Laserfiche will still be supported in 25, 50 or even 100 years.

“Vendor lock-in is a big concern for the IT department. If you choose a file format that’s controlled by a single vendor, you invite a lot of unnecessary risk from both an IT and an information governance perspective.”

Laserfiche’s TIFF archival format means that the agency can continually adopt advances in hardware, software and communication technologies without limiting access to their records.

Built-in Windows authentication and named-user access to the repository also enabled the agency to better protect sensitive client information, like social security numbers.

“Laserfiche protects sensitive information while making our business processes more efficient, “ says Fair. “It has helped us tremendously and we hope that other non-profit agencies that deliver federal programs can learn from our success!”

Looking to digitize the case management process at your agency? Get a free demo of Laserfiche software for case management today.

Tompkins County, NY, Saved $5.5 Million with Electronic Records Management

Taking Government Records Management Digital

Tompkins County avoided building a $5.5 million records warehouse by using Laserfiche software to digitize records.

Two centuries’ worth of county records packed into 9,000 boxes take up a lot of space, enough to (almost) justify building a $3.5 million storage warehouse.

Before moving forward with the new warehouse, the Tompkins County Clerk’s Office was tasked with cataloging the millions of archived documents and examine storage alternatives. Records management software quickly entered the conversation for its ability to track records in a digital database.

“Our original plan had been to put barcodes on the boxes of records to keep better track of them and then to either build a new records center or renovate the existing one,” says Maureen Reynolds, Deputy County Clerk.

However, driven by an office culture that prizes sustainability and workplace flexibility, Tompkins County’s plan shifted. “We quickly realized that we could extend the value of the system by scanning all 9,000 boxes of files into a Laserfiche system.”

“Our analysis showed that with an investment of $400,000 to $500,000 for scanning, software upgrades and IT infrastructure updates, using Laserfiche could save us as much as $5.5 million dollars,” says Deputy IT Director Loren Cottrell.

Kicking the Paper Habit to Transition into an Electronic Records System

Thousands of legacy county records were transitioned into a digital file management system.

With a new records repository, the Clerk’s Office envisioned a digital records system that would dramatically reduce the need for paper records. “We wanted to bring greater efficiency and cost savings to the county by implementing, maintaining and instructing all county departments on the best practices of using a digital records management system,” says Reynolds.

Unfortunately, this vision hit an impasse as the county staff reverted to old paper habits.

“We looked around the county and realized everyone was still making paper,” says Reynolds. “They’re creating records on the computer, printing them, storing them in boxes and then three or four years later would bring the records to us and ask us to put them away and track them.”

Reynolds and her team went from department to department to prove the ease and value of digital records. Her team:

  • Examined departmental files and records.
  • Interviewed department staff to understand the use and flow of documents.
  • Scanned documents into Laserfiche.
  • Destroyed the physical documents.
  • Created a digital folder structure within Laserfiche that mimicked the organization of physical folders.
  • Integrated Laserfiche into other systems used by the department.

Improving Records Indexing, Retrieval and Retention

The Laserfiche repository provides a more sophisticated indexing and retrieval system that improves how the departments process their information. More importantly, the repository is integrated with the applications employees are already using.

Records templates in Laserfiche standardize how incoming documents are classified and routed.

“Records are available through a web browser either on the desktop or via a mobile device,” says Cottrell. “The mobile feature makes key documents and records available to engineers, inspectors and other employees working in the field.”

For example, the sheriff’s department previously used an archaic index-card system to track arrest reports crammed into a records room that overflowed into a garage. After scanning the arrest reports, the department was able to reclaim office and parking space.

Court officials have also adopted digital processes. The county court handles approximately 1,400 civil cases and 4,500 criminal cases a year. Before Laserfiche, it could take hours for law clerks and legal secretaries to find and retrieve pertinent records. The court now can now:

  • Automatically route and process court case files between departments.
  • Enable judges and employees to use iPads to easily access case files while in court.
  • Improve efficiency and lower printing costs.

Expanding Records Management as a Shared Service Across County Departments

Laserfiche has been so successful for the county’s records program that Reynolds decided to onboard the county’s municipalities onto the same system.

Using $450,000 in state archiving grant money, the county formed the Tompkins Shared Services Electronic Records Repository (TSSERR), a Laserfiche-powered digital archive that is hosted by the county and serves 20 partnered government agencies including the City of Ithaca.  Each member municipality is given its own dedicated repository and has complete control over its content with various levels of security. This also means the Laserfiche system can continue to grow and accommodate every new TSSERR member.

This shared service records capability has reduced support maintenance costs and created a public portal that allows citizens to search for public records. In addition to saving taxpayer money at all levels of government, TSSERR ensures that records across the county are compatible and easily accessible.

“We wanted to be transparent for years and years,” says Reynolds. “People always say the government is hiding information. It wasn’t that we were hiding anything—before Laserfiche, we just couldn’t find it!”

Want to implement electronic records management at your county or municipality? Download our free guide to getting started with digitizing and automating records management.

Managing New Social Work Caseloads

The Affordable Care Act (ACA) sent many government and county social service agencies scrambling to process the sudden increase in welfare assistance applications. For Olmstead County, Minnesota, the new law catalyzed the need for a more responsive case management paperwork process in the County’s Community Services (OCCS) unit. “The ACA scared us to death, because we didn’t have a document management product at the time. The State of Minnesota has a very complex eligibility system for assistance benefits. There’s a lot of variance in the paperwork,” said Olmsted County Community Services Director Paul Fleissner. Without a technology solution, the county anticipated needing to hire 12 full-time employees to handle the expected caseload increase. “We already handled hundreds of thousands, even millions, of pages per year. We had piles of paper everywhere and would occasionally lose a page or file. We needed to find a way to operate more efficiently.”

Paul Fleissner, Olmsted County’s Community Services (OCCS) Director
Rob Ronnenberg, Olmsted County’s Continuous Improvement Manager

OCCS’ need to improve its efficiency was supported by Olmsted County’s LEAP (Lean Efforts and Automated Processes) Initiative. The LEAP Initiative uses the Lean methodology—creating greater value with fewer resources—in combination with Laserfiche software to create efficient and sustainable operations throughout the county. “With ACA, the staff and funding we needed just weren’t going to be there,” said Rob Ronnenberg, Continuous Improvement Manager. “We needed a better way to do things. To provide the same level of services, we had to be 5% more productive with 5% less funding.”

Implementing Digital Case Management

Before Laserfiche software could be implemented in OCCS with the LEAP Initiative, the LEAP team had to show county administrators and commissioners that it fully understood OCCS’ needs and that document management software was the appropriate solution. “Right from the start, it wasn’t the IT director saying, ‘I have a new toy I want to play with,’” said David Nault, ITS manager. “All 12 county departments and the state district courts signed a service-level agreement and came to the IT department saying, ‘We need your help to implement this.’” With everyone highly motivated to do away with paper processes before ACA came into effect, the department implemented Laserfiche quickly. OCCS scanned 15,000 paper case files and converted paper information to electronic data, and the results were immediate. The new ECM-powered process allowed OCCS to:

  • Increase case worker productivity by 20%
  • Hire only three additional case workers instead of the estimated 12
  • Eliminate nearly 125 filing cabinets

“The number one result was improved staff productivity. Everyone felt Laserfiche made their jobs easier,” Fleissner said. “Time spent filing papers, shuffling papers, sorting and distributing mail or scanning files for telecommuters, was replaced with the task of scanning each document once and never touching paper again.”

Ronnenberg added, “Telling social workers that they don’t have to skip their lunch — that they can take a 15-minute breather and still ensure that their clients are taken care of — that’s powerful.” Overall, Olmsted County believes that investing in technology is a sound strategy for the future. “We as government can be more efficient. There are tools out there to do it, and it’s worth the investment,” says Fleissner. “I think there’s a great return on investment story to be told when you automate the right way, for the right reasons and in the right business areas.” Want to improve case management in your office? Schedule a demo of Laserfiche software for case management today!

How Steinhafels Automated 100+ Employment Forms

Improving HR Efficiency with Updated Employee Forms

  • Lost paperwork
  • Inconsistent filing
  • A lack of security and confidentiality
  • Missed review deadlines
  • A lack of transparency
  • Lost time (up to 10 hours per week were devoted to physically managing files
  • Lack of integration between legacy software systemsAs Malmberg jokingly puts it, “We had more issues than Reader’s Digest!”

Implementing New Job Requisition and Employee Onboarding Processes

“When I tell people about our culture and technology change, I frequently get the question, ‘Where do you begin?’” says Malmberg. “Well, how would you eat an elephant? One bite at a time.” Malmberg and her team first sat down to create a list of what frustrated them the most. “We literally put up giant Post-it® notes across my office wall. Then we got out markers, scribbled notes and redrew our process workflows. It was a little tedious, but it saved a lot of time on implementation.”

With a strong understanding of its ideal processes, Steinhafels’ HR department turned to Laserfiche and Laserfiche solution provider CDI to facilitate the flow of information across different locations, managers and systems. Steinhafels’ first order of business was to eliminate all of the non-standardized forms. Using Laserfiche Forms, Malmberg’s team turned the paper forms into a smaller set of standardized electronic forms a hiring manager and new employee can complete and submit through an their intranet website.

Lynda Malmberg, Steinhafels’ Senior HR Manager
Electronic forms can be submitted online and automatically routed to key staff for immediate action.

With Laserfiche, users don’t need to constantly reenter the same information on each form. For example, when a manager enters an employee ID into the new hire form, the form prepopulates with data mined from the initial job application. This eliminates duplicate entries. Likewise, when employees fill out their new hire paperwork, entry of the employee badge number auto-populates the necessary demographic data. Steinhafels also automated various stages of the process:

  • A completed job requisition form launches a workflow that notifies a recruiting manager to review and approve the form prior to posting
  • Approved job requisitions are automatically posted to specific third-party career sites like Monster.com|
  • Employment applications (along with any uploaded resumes) are stored together with the requisition, and the hiring manager is notified by email that they have a new application to review
  • The pre-hire process, which includes a background check, is launched via a status change to the metadata on the application
  • Once the application is changed to “hired,” Laserfiche:
    1. Generates an employee and digital employee folder
    2. Sends an email link to the hiring manager to complete the New Hire form
    3. Sends a welcome email to the new employee
    4. Automatic processes purge documents that have reached the end of their retention schedules

Becoming Experts in HR Automation

“This is what our IT department does for Laserfiche: it sets up the server, monitors the server processes and occasionally installs updates. That’s it,” says Malmberg. “Once we learned how to build workflows, we copied and pasted and changed what we needed to make them work for the new form we developed.” However, Steinhafel’s IT department still keeps busy. “They have bigger fish to fry and are happy to let us take the lead on HR-related projects,” says Malmberg. Left to its own devices, the HR department has achieved major success. By becoming more efficient, HR was able to continue driving Steinhafel’s growth without expanding its own department. This has resulted in annual savings of $80,000 that would have gone to more HR staff. Additionally, the HR team has more time to devote to engaging employees and helping them solve issues as they arise. The HR department’s results have inspired other departments to try Laserfiche. “We started with 36 HR forms in the repository. Now we’re up to 88 forms across all departments—from Sales to Merchandising,” says Malmberg. “Laserfiche spread everywhere after people got used to seeing what we built and how easy it was to work with.”

So what do you think – is it time for HR automation at your organization?

Try Laserfiche Cloud for Free.

It is the ultimate content management solution with a centralized, secure repository that’s accessible no matter where your work takes you.

Growing Bank Expedites Loan Application Processing in 20-Plus Branches

SITUATION

• A growing bank’s acquisitions led to many ways of managing documents.
• Locating missing information resulted in wasted time.

SOLUTION

• Laserfiche helped to centralize information and save time searching for documents.
• Laserfiche automated loan applications eliminated repetitive tasks and accelerated the process.
• Bank employees have immediate document access from any of the bank’s branches.

For this bank, growing from a startup with less than 10 employees to a bank with multiple acquisitions and 250 staff came with a challenge.

“The banks we bought all had different ways of managing documents — some of them used paper files, while others had software in place,” said one of the bank’s assistant vice presidents. “As a result, we spent a lot of time calling other branches to locate missing information.”

Having disparate approaches was a liability to bank operations and client service. New account applications had to be mailed or faxed from branch offices to the main office, resulting in lost documents — and wasted time.

“We wanted a centralized system to house our information,” the AVP said. “We needed something that would be fully functional across all departments and locations.”

The organization found Laserfiche document management software. “We chose Laserfiche for its flexibility. We like that the system can be used by all our employees while still being customized to fit specific departmental needs.”

Streamling Loan Application and Approval Paperwork

“Our top goal was that loan application processing or opening a new account wouldn’t take forever,” said the AVP.

Using Laserfiche, the bank automated the processing of new accounts and loans:

  • The customer fills out and submits new account paperwork, which can include signature cards, credit card applications and online banking enrollment forms.
  • A personal banker scans the documents into Laserfiche.
  • A customer data specialist enters important document metadata into Laserfiche, such as name, account number and Tax ID.
  • Laserfiche automatically routes the documents to the appropriate department for review and approval.
  • The department marks the document as approved, rejected or still in process, and the customer receives notification of the decision.

Growing Bank Expedites Loan“This process saves time on administrative tasks and provides immediate document access from any of the bank’s branches. For example, if a customer questions a check, the signature card can quickly be found in Laserfiche and a copy of the signature can be instantly retrieved for verification.

“Every department wants Laserfiche,” the AVP added. “They all have different ideas about what they want to do with Laserfiche.”

How Laserfiche ECM Helps Financial Advisors Compete with Robo-Advisors

Today, financial advisors operate in a far more competitive landscape than in years past. Robo-advisors and other technology-driven changes are impacting the traditional practices of advisors, creating urgency to adopt the latest industry innovations.

Here are three factors that are contributing to the industry’s shifting landscape and how enterprise content management (ECM) systems helps financial advisors adapt to them.

Robo-advisors

The term, “robo-advisor” refers to algorithmic technology that is helping investors—particularly beginning investors with smaller portfolios—cost-effectively make more informed financial decisions.

One of the ways traditional advisors can compete with robo-advisors is through software integration. When they integrate primary applications like a customer relationship management (CRM) and ECM system, advisors can quickly collect business-critical data and gain insight into their organization’s processes. In fact, a previous InvestmentNews study found that firms with integrated primary applications had higher revenues, profits and assets under management than those with limited technology investments.

As robo-advisors enter the wealth management space, advisors must re-think their approach to technology in order to increase productivity and remain competitive.

RIA Growth Curve

The number of registered investment advisors (RIAs) has grown steadily in recent years and is expected to reach 28% of market share by 2018. This figure has grown from just 11.9% in 2013. In fact, research group Cerulli Associates recently identified RIAs as the fastest growing segment of the financial advisor market.

With many new practices entering the industry, it is crucial for advisors to focus on establishing competitive differentiators. ECM systems gives advisors a comparative advantage by streamlining business processes that can take their competitors longer to complete. For example, some ECM systems can:

  • Auto-populate electronic forms, reducing the processing time and errors of manual data entry
  • Automate compliance review and approval processes, allowing advisors to quickly book new trades
  • Email electronic forms to account holders for e-signatures, saving significant document turnaround time

Compliance

With a renewed focus on compliance from regulators, advisors can expect more frequent and in-depth audits than ever before. Top advisors are using ECM systems to prepare their firms for strict compliance regulations.

When advisors automate business processes like new account opening, blotter submissions and trade approvals, some ECM systems record an audit history of every action that takes place. This allows RIAs to easily discover documents requested during an audit.

Advisors can also use ECM systems to manage client records by automatically assigning retention and destruction dates based on their records management requirements. Girard Securities—a San Diego-based RIA—uses Laserfiche ECM to improve productivity and compliance around its blotter process:

http://laserfiche1.wistia.com/medias/xe2l9pv7sr?embedType=api&videoFoam=true&videoWidth=600

The combination of robo-advisors, new competitors and stricter compliance makes for a tipping point in the wealth management industry. The advisors that come out on top will be defined by how they streamline their operations with technology.

For more information on how to provide quick, efficient investment services using an ECM system, watch this recorded webinar Automation: The Final Frontier for Broker-Dealers.

Learn more about how you can optimize your workflows for the new world of work with our industry brief: Accelerating Digital Transformation: How to Realize Digital Innovation Fast in a Post-Pandemic World.

Accelerate Digital Transformation Post-Pandemic

eBook: The Ultimate Guide to HR Automation

Let ECM manage information—so you can manage people.

Inefficient, manual human resources (HR) processes keep professionals focused on short-term, “busywork” tasks rather than long-term recruitment and retention goals.

The Ultimate Guide to HR Automation includes everything you need to know about transforming a paper-burdened HR department into a productive and valuable business unit.

HR automation

In this free HR Automation eBook, you will get:

  • A concise explanation of the essential functions of automation technology.
  • Detailed examples of how HR processes, such as employee onboarding and records management, can be automated.
  • Five essential steps for driving organization-wide adoption of an automated HR department.
  • And much more!

CIRCOR Pibiviesse

CIRCOR Pibiviesse Creates Enterprise-wide Efficiency

Headquartered in Milan, Italy, CIRCOR Pibiviesse designs and manufactures state-of-the-art valves for cryogenic, high temperature and subsea applications.

With three manufacturing facilities, year-long production cycles and more than 400 compliance standards to adhere to, CIRCOR Pibiviesse put a focus on reengineering its operations.

“We needed to give management better visibility into the status of the production cycle,” says Continuous Improvement Manager Ivan Fantin. “Customer requirements are also increasing in our industry, which makes compliance more and more challenging each year.”

Many of Pibiviesse’s transparency and compliance challenges resulted from creating databooks—documentation containing hundreds of pages of materials certifications, product drawings, internal procedures and more. Without a completed databook, Pibiviesse’s valves cannot pass industry inspections and be activated at a plant.

“These documents are compiled throughout the lifespan of a project, which may last from six to more than 18 months,” says Fantin. “You can imagine how many logistical challenges this creates for a company with so many employees and departments.”

Pibiviesse turned to Laserfiche to gain visibility into its operations and comply with stringent manufacturing standards. One of the benchmarks for the software was whether or not it could improve the firm’s on-time delivery rate of databooks.

Enterprise-wide Transparency

The first order of business for Pibiviesse was making sure its employees, departments and facilities were on the same page regarding the status of pending projects and the availability of valve documentation.
With Laserfiche, the firm achieves this goal by:

  • Storing all documents related to valves in a centralized, digital repository
  • Creating order status reports to identify production delays
  • Providing mobile devices to staff in the field, so they can instantly respond to time-sensitive production tasks

For example, Pibiviesse uses Laserfiche to make sure the tools used to measure valves are regularly calibrated. As a tool approaches its expiration date, the system automatically emails a reminder for the specialist to calibrate the tool, which helps avoid manufacturing delays and liability from faulty valves.

“With Laserfiche, we’ve implemented an efficient process that ensures follow up at different levels of the enterprise and stages of the production process,” says Fantin. “The flexibility of the software allows us to monitor and control our business processes while better serving our customers.”

One System Satisfies 400 Standards

Pibiviesse hoped to leverage its newfound transparency to comply with more than 400 industry standards that were notorious for halting the production cycle.

“We decided to analyze how many different types of documents the customer normally requires, and we came up with about 200,” says Fantin. “Those different document types became our basis for building new compliance processes.”

Pibiviesse used its list of required documents to build checklist templates in Laserfiche, so the system can easily identify documents that are required to fulfill a customer order.

For instance, Laserfiche ensures that suppliers provide required certificates every time materials are delivered by:

  • Monitoring the receipt of materials as they enter a facility
  • Cross-referencing incoming materials with a list of existing materials certificates
  • Generating a daily to-do list to gather missing certificates

The improved compliance process ensures that materials certificates are accessible across the enterprise and electronically delivered to the customer before a valve is delivered to a plant.

“We had documentation on-time delivery rates in the range of 30-40% before changing our processes with Laserfiche. Now we are proud to say that we have reached 100%,” says Fantin.

As a result of this improvement, Pibiviesse has dramatically increased customer satisfaction and minimized regulatory penalties incurred from databook delays.

Creating a Culture of Efficiency

Pibiviesse plans to continue using Laserfiche as the foundation for operational efficiency and compliance, which Fantin believes must happen through effective change management.

“Business process reengineering is a top-down process,” Fantin says. “Nothing will change if management simply decides on some new strategies for the future. They have to go to where things happen, show leadership and involvement to the staff and drive people toward the new processes.”

As Pibiviesse continues to help its employees become more efficient with Laserfiche, it has advice for other organizations seeking to do the same.

“Start by focusing on your processes—not the functionality you need to improve them,” Fantin says. “We took a close look at our processes and that’s why we were able to gain the maximum benefit from our Laserfiche implementation.”

The DCD Group

An international engineering company headquartered in South Africa, the DCD Group is comprised of 12 business units in four different divisions: rail, mining and energy, marine and defense, with some companies in the group having been in operation for over 100 years. As a highly respected industry leader, DCD is always looking for innovative ways to provide top engineering services.

Dawie Marais, General Manager Support Services, had a vision to find an enterprise content management (ECM) solution that would eliminate administrative lags, improve the efficiency of business functions and add true value to the company. “It just made sense from a cost, support and maintenance standpoint to choose one ECM system that has flexible business process management tools that could be deployed in all our departments,” explains Marais.

Having one comprehensive solution like Laserfiche meant that we only have one system to oversee. We could cut down on the need for support, eliminate the extra time spent on overlapping systems, increase staff’s productivity and allow information accessibility throughout the enterprise—it was the most cost-effective choice.

Streamlining HR, saving $150,000 per year

The same contract employee may be re-hired up to four times a year at DCD’s Marine Division, depending on the amount of projects and the different skills needed at specific stages of each project. Over a short period of time, DCD’s contract staff can fluctuate between 300 and 2,500 employees, with most contracts lasting 90 days or fewer. Each year, 2,000 to 5,000 contracts are processed.

The huge amount of records associated with hiring and managing this temporary staff created a time-consuming and difficult administrative workload for HR staff. “Before implementing Laserfiche in our HR department, onboarding a new employee took 45 minutes,” Marais says. “Now, it only takes 15! Having Laserfiche has empowered our staff and made their work so much more efficient. They no longer have to search through stacks of employment records just to find something—all the files are now digitized.”

By using Laserfiche Forms and Laserfiche Workflow, the HR department was able to reduce the steps in the onboarding process for both staff and applicants.

  • The need for printing multiple paper documents was eliminated as applicants can use Laserfiche Forms to enter their information on a computer at the HR office.
  • Populated forms are directly routed into the Laserfiche repository by Laserfiche Workflow.
  • For new contracts, new folders are automatically created. For re-hired employees, existing folders are located and automatically updated, reducing the risk of errors and centralising the data.
  • To simplify change management and improve staff adoption, HR staff continued work from their existing human capital management system. Laserfiche is integrated into the back-end to help minimise time-consuming and manual administrative work.
  • Employee records are digitised and scanned into Laserfiche, freeing up physical storage space.
  • Authorised personnel are granted appropriate access to employee records, improving the flow of information.

With Laserfiche, we speed up our employment process, saving at least $150,000 a year and reducing administrative work by 50%,” Marais explains. “HR staff at DCD Group feel empowered by Laserfiche—it lifts a lot of pressure off our staff. There were minimal disruptions during the implementation since we could retain the familiar user interface; there were no additional username and passwords to remember; employee records are all scanned, making searches simple; and all employee details are now secure and in one, easy-to-find location.

Making purchase requisition paperless from start to finish

Before implementing Laserfiche, purchase requisition at DCD Group was a paper-based process, where employees manually searched for expense codes and descriptions before filling out each request by hand. This process was prone to mistakes; hand-written requests were difficult to read, and there were a lot of easily damaged paper documents. The approval process was also time-consuming, as the employees had to physically track down the appropriate manger to get approval.

Using Laserfiche Workflow and Laserfiche Forms, DCD Group succeeded in making the entire purchase requisition process paperless, increasing efficiency and productivity. Thomas Matthee, Manager Systems Development and Implementation, adds, “Laserfiche simplified the purchase requisition process. Staff used to have to run around trying to find the right person for authorisation. Sometimes the managers just weren’t available and there were times where the requests didn’t even get looked at or they got lost. Now, everything is transparent.”

The new, streamlined purchase requisition process works as follows:

  • Requests are now made through Laserfiche Forms, where departments and expense codes can be easily selected through drop-down lists, reducing administrative work and minimising errors.
  • Laserfiche Workflow sends the appropriate manager a notification of the request and directly routes the populated forms for approval.
  • Once approved, the workflow will automatically route the request to completion.

Matthee notes, “I would estimate a minimum of 15 minutes per requisition is saved by using Laserfiche, boosting staff productivity. Employees now spend less time on administrative tasks, and they don’t have to file extra paper work or worry about lost documents. With Laserfiche, automating business processes is so easy.”

Producing efficient and compliant project documentation

For the manufacturing process in the mining and rail sectors, mandatory certifications are done through the submission of data packs, which contain testing information, documents, welding certificates, drawings, and quality assurance information. It was a constant challenge to manage the data packs, which could involve anywhere from five to 50 boxes—all ordered by date and free of duplication.

Before we implemented Laserfiche,” says Marais, “the administrative work involved was a nightmare to handle. It was difficult to keep track of the versions of the documents and also the duplications. And once we’d organised the paper documents, we’d have to send all of the boxes over to our clients. There was too much room for error and damage during the whole process.

He explains that DCD Group needed to find an ECM solution that would meet the company’s stringent quality assurance standard while decreasing the administrative burden placed on employees. “Today, all data packs are submitted electronically, which increases document security while decreasing costs. We also have a check in/check out process where only one copy of the most up-to-date document is stored in the Laserfiche repository and only one person can update it at a time,” says Marais. “By digitising and automating this process, we’ve improved productivity and boosted staff morale.”

Driving efficiency across the organisation

Marais particularly appreciates that Laserfiche is not limited to one department. “Laserfiche’s deployment flexibility made it easy for us to implement it in multiple departments, including Human Resources, Sales and Marketing, Quality Assurance, Scheduling, Project Management, Planning, Buying, Finance and Maintenance,” he says. “At DCD Group, we believe it is important not to chase technology but to find a technology that truly adds value to our company. With Laserfiche, we continue to increase our overall operational efficiency and gain more value from the system.”