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Tuesday, May 24, 2011

Laserfiche Highlights Framework for Information Governance at IIMC Conference

ECM
Premier sponsor shows how GRC initiatives help municipal clerks ensure higher service levels, even during tough economic times with ECM

Laserfiche will today discuss how enterprise content management supports governance, risk and compliance (GRC) initiatives to enable higher service levels at the 65th Annual Conference of the International Institute of Municipal Clerks (IIMC) at the Gaylord Opryland Hotel and Convention Center in Nashville, TN (booths 101 and 103). At 3:00 pm, Kimberly Samuelson, director of government strategy at Laserfiche, will present the seminar “GRC: A Framework for Sustainable Citizen Services.”

“More and more municipalities are facing increased service demands and lower budgets,” said Samuelson. “A successful information governance strategy accelerates decision-making, increases transparency and eliminates unnecessary compliance risks. It’s a necessity for municipal clerks concerned with compliance.”

In her presentation, Samuelson will discuss:

· Ways municipal clerks, IT and legal work together to drive governance.

· The four steps to building an information governance framework.

· How a governance framework ensures higher service levels, even when times are tough.

Attendees will learn how to assemble a template of the GRC framework for their municipalities; apply change management methodologies to their staff, policies and procedures; and measure the progress of their efforts using a governance maturity model.

“As a technology leader, Laserfiche is committed to bridging the gap between the clerk’s office and the IT department,” said Samuelson. “For over ten years, Laserfiche has been an ardent supporter of IIMC and the municipal clerk community. I’m delighted to present this latest piece of Laserfiche thought leadership to help keep IIMC delegates up to date on current technology trends.”

Laserfiche will be on hand at booth #101–103 throughout the event to demonstrate its agile enterprise content management solutions and distribute copies of its new white paper “GRC: A Framework for Organizational Sustainability.”

Laserfiche Rio gives your organization central control over its information infrastructure, while also offering individual business units flexible content and business process management.

With its agile ECM framework and philosophy, Laserfiche Rio is designed to give your organization central control over its information infrastructure, including standards, security and auditing, while also offering individual departments, offices and business units local flexibility over content and business process management. This unique design creates value by providing a single system that meets the needs of all departments while improving compliance by implementing a central point of control over enterprise information assets.


Tuesday, April 19, 2011

Laserfiche and LincWare Announce Official Support for Laserfiche 8.2

ECM

Integrated offering provides mobile support for e-forms, including native iPad application

LONG BEACH, CA and EAST ROCHESTER, NY (Laserfiche and LincWare)—April 12, 2011—Laserfiche and LincWare today announced the availability of a connector that integrates LincWareLincDoc with Laserfiche 8.2.

The integration takes advantage of a variety of Laserfiche 8.2’s new features, including:

· Enhanced PDF support, including native page and text generation.

· Dynamic fields and metadata.

It also adds support for the Laserfiche enterprise content management, Web Access thin client and Laserfiche WebLink public portal.

The integration was developed under the Laserfiche (ECM) Professional Developer Partnership™ (PDP) program, which provides customers access to a variety of third-party integrations, configurations, plug-ins and Web tools. LincWare has been a member of the program since 2008.

“LincDoc delivers tremendous value for Laserfiche customers that are looking at enhancing their systems through document automation and electronic forms,” said Alex Wilson, director of the Laserfiche PDP program. “We appreciate having partners like LincWare who give Laserfiche customers excellent options for extending and expanding their Laserfiche systems.”

With LincDoc, users can automate common documents and forms and connect them instantly to enterprise content management. Documents can then be routed using Laserfiche Workflow business process management and managed using Laserfiche’s fully integrated Department of Defense 5015.2-certified records management functionality. LincDoc also has a native iPad application that allows users to capture forms and data, which are transmitted automatically to Laserfiche.

“LincWare is proud to offer a premiere solution that combines our flexible eForm and document automation tools with Laserfiche’s industry-leading enterprise content management capabilities,” said Darren Mathes, CEO of LincWare. “Since both Laserfiche and LincWare are dedicated to improving enterprise efficiency, our partnership is a natural fit.”

AboutLaserfiche:
Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide use Laserfiche software to streamline document, records and business process management.

Laserfiche launched the Professional Developer Partnership (PDP) program in 2007 to democratize content management by allowing customers to benefit from the customizations, configurations and integrations designed by more than 75 PDP partners. Leveraging the experience and creativity of PDP partners helps customers create ECM solutions that are best suited to their unique needs.

Tuesday, March 22, 2011

ECM : Integration Improves Information Flowt

ECM

The Virginia Port Authority hired Angela Ellis as its SharePoint Administrator in 2007, but it wasn’t long before her boss, Deputy Executive Director of Administration and CFO Rodney Oliver, enlisted her to start looking into enterprise content management (ECM) solutions.

“Rodney recognized that although SharePoint could do many great things for our organization, records management wasn’t one of them,” says Ellis, who today is a senior web analyst for the Port Authority.

“SharePoint,” she explains, “with all of its many features is so much more robust than a network drive. In particular, the Port Authority uses document workspaces heavily, because they make it easy to collaborate on works in progress such as contracts. However, once you go beyond about 10,000 documents, you’ve got a real mess on your hands.”

According to Ellis, the Port Authority didn’t want to lose the collaboration features inherent in SharePoint, nor did it want to take a familiar interface away from the staff, so it needed to make sure that the Enterprise Content Management solution it selected had a seamless SharePoint integration. “I was the lead on the team that built our RFP,” Ellis says. “In the end, we had more than 400 requirements and 24 vendors vying for our business. The SharePoint integration was our top concern.”

Other important selection criteria included:

  • Robust records management functionality.
  • The ability to electronically store a wide range of file types, including AutoCAD drawings.
  • Open architecture allowing integration with line-of-business applications such as CRM.
  • Availability of workflow functionality for process improvements—and a reduced paper flow.

“Before we implemented Laserfiche, our records management plan was very inefficient,” Ellis explains. “We’d print out documents, process them by hand and then file them in cabinets. We had a whole warehouse dedicated to file storage, containing all kinds of old documents in Bankers Boxes stacked nearly to the ceiling that we didn’t have time to properly manage.”

Laserfiche + SharePoint = Transparency

By integrating Laserfiche with SharePoint, the Port Authority now has the ability to collaborate on documents, retain them electronically, and efficiently manage and dispose of digital records—all while giving users access to content through the SharePoint interface.

“Laserfiche has dramatically reduced the flow of paper throughout the organization,” says Ellis. “It’s opened up space for new offices and enabled us to tear down an entire warehouse for profitable use!”

But the cost and space savings aren’t the most significant benefits the Port Authority has realized as a result of its Laserfiche implementation. By acting as integrative middleware, enterprise content solutions allows users at the organization to access information in the environment with which they’re already familiar: SharePoint.

“The Port Authority’s had SharePoint for close to ten years, so people are pretty familiar with it,” says Ellis. “Most of our users won’t even know they’re using Laserfiche. With the integration, our content is searchable on an enterprise level, and the results are returned to users transparently through SharePoint. It enables us to access all our information from one central location without having to train our users on a new system.”

Laserfiche + SharePoint = Operational Efficiency

With Laserfiche in place, the Port Authority has started using it to streamline business processes. First on the list? The RFP and vendor selection process.

The Port Authority was established in 1952 as a political subdivision of the Commonwealth of Virginia for the purpose of stimulating commerce in the ports of the Commonwealth, promoting the shipment of goods and cargoes through the ports, improving the navigable tidal waters within the Commonwealth, and in general to perform any act or function which may be useful in developing, improving or increasing the commerce of the ports of the Commonwealth. As such, it contracts with dozens of vendors each year.

In the past, the RFP and vendor selection process was manual and paper-based:

  • Proposals were submitted in hard copy and photocopies for each member of the selection committee.
  • After a contract had been finalized, paper copies were made for the Contracts and Finance Departments, and also distributed to the contract administrators.
  • Because copies of the contracts documents weren’t centralized, it was difficult to locate the most current version of any given contract or amendment.

With the help of Unity ECM, the Port Authority’s Laserfiche reseller, the organization has transformed the entire process as follows:

  • Proposals are submitted electronically and automatically routed into SharePoint.
  • Proposals are posted to a workspace in SharePoint for contract evaluation, scoring, changes and selection.
  • Once the collaboration phase is finished and the contract is finalized, it is automatically pulled into Laserfiche, where it is retained according to contract retention schedules.
  • From SharePoint, users can access the contract by clicking on a URL that takes them directly to the document stored in Laserfiche. The URL placeholder in SharePoint ensures that the data is synchronized between the two systems, simplifying version control.
  • When searching for a contract, users run a search in SharePoint that seamlessly provides results from both the Laserfiche and SharePoint repositories.

“Even employees who aren’t technologically inclined appreciate the efficiency of our new process,” says Ellis. “In general, having real-time information available in a central location has been one of the most important process improvements our organization has received as a benefit of this project.”

Wednesday, February 2, 2011

Tech Tip: Using Tokens in List Fields

ECM: Make fields faster to set and ensure values are valid

With enterprise content management, List fields provide users with a drop-down list of items to choose from when assigning an entry metadata. Because the items are pre-defined, the user doesn’t have to type any text, which makes the field faster to set and ensures the value is valid. For example, in the screenshot below, the user can quickly choose which department a document applies to.

When administrators define the items that will appear in the drop-down list, they can use tokens. This offers a significant amount of flexibility, as it prevents administrators from having to hardcode items into the field and instead provides a way to generate the items dynamically. This is especially helpful when the drop-down items regularly need to be changed and/or when the number of items is large.

For example, the Brown Company scans forms into the repository, which ECM Laserfiche Workflow routes to supervisors for approval. To approve a form, a supervisor must populate the Review field with their name and final decision (e.g., Approved by JDoe or Denied by BSmith). In this scenario, the administrator can choose between the following options when designing the field:

1. Do not use a list field and require the supervisor to manually type the correct text.

2. Use a list field and hardcode the drop-down items. For example, if there 30 potential approvers, hardcode each supervisor’s name into the list field twice (once for approved and once for denied).

3. Use a list field with a combination of regular text and tokens to define only two drop-down items. For example, regardless of how many potential approvers there are, the administrator could add two drop-down items that each contain the %(Username) token: Approved by %(Username) and Denied by %(Username). When a supervisor chooses one of these items from the drop-down list, the token will be automatically replaced with their name.
Note: The % (Username) token represents the name of the user that performed an action, such as setting a field value.

In this scenario, the third option is recommended, as it doesn’t require the administrator to manually manage the drop-down list (which may regularly change), it prevents users from wasting time typing or entering typos, and it ensures uniformity. As seen in the screenshot below, the user selects the appropriate item from the drop-down list, part of which will be automatically replaced by the user’s name.

Tip: The administrator could add on %(Datetime) to the end of each drop-down item, which would also record the review date/time (e.g., Approved by JDoe on 01/21/11 2:14:06PM). Note that the administrator may need to increase the field’s width to allow this amount of text.

Tip: The administrator could add a third list item that contains a value of Pending, as this would enable users to determine that the entry has yet to be reviewed by a supervisor.

Tip: Enterprise content management Laserfiche Workflow could refer to this field value later to determine who approved the item, and then make a routing decision based on this information.

Monday, January 10, 2011

Healthier Permitting Process for Idaho’s Central District Health Department

ECM

Four-county health department enlists ECM to improve information accessibility and save hundreds of hours in staff time

Managing past and current septic permit applications for areas totaling just over 425,000 residents without an enterprise content management (ECM) solution meant a lot of paper trails and time-consuming manual processes for Idaho’s Central District Health Department (CDHD). “As each year passed, it became increasingly more difficult to locate documents without spending large amounts of research time to do so,” says Margaret Ross, IT Manager of the Boise-based CDHD.

Serving Ada County, Boise County, Elmore County and Valley County, CDHD manages the Board of Health and the Community Health, Communicable Disease, Immunization, Reproductive Health and WIC Departments in addition to the Environmental Health Department. The planning and zoning authority of each county requires the Environmental Health Department to review every subdivision’s application for sewage permits, which can include:

  • Test hole inspections for sewage installation.
  • Plot plans.
  • Building permits.
  • Zoning certificates.

“Paper copies of the records were located in each county’s office, which made them difficult for us to access without a lot of copying and faxing,” Ross explains. Efficient storage, organization and access to the documents crucial to the permit process was compromised until CDHD decided to implement ECM.

Powering Permitting

After the previous director of CDHD saw Laserfiche featured at an environmental health conference in 2004 and was impressed with its agility, the department decided to implement the software later that same year. The initial objective was to find a program that could scan in past and present septic permits and applications, while providing central access to the records across all the offices in the health district.

Wednesday, December 1, 2010

ECM-A Natural Step toward EMR

Internal Medicine Center, LLC (IMC), a multi-specialty practice with 20 providers, is the largest independent clinic in Mobile, AL. Established in 1946, it’s also the oldest, compiling over 60 years of patient records.

With so many specialties—and specialists—IMC’s Board of Directors wanted to use electronic medical records (EMR) software to improve operational processes, encouraged by the promise of ARRA stimulus money to help fund it. But IMC’s Practice Administrator, Christine L. Holliman, CMPE, took a more pragmatic view of the situation.

“All vendors talk about the efficiencies of an EMR and the increase in the levels of coding that can be achieved from full implementation,” she says. “As my physicians are many different ages, the idea of transitioning to a full-blown EMR was daunting, to say the least.”

And expensive, especially in light of what Holliman perceived as a fundamental lack of functionality. “The document management portions of the leading EMR systems we looked at, including Greenway, Centricity and Allscripts, didn’t utilize OCR [optical character recognition] technology or any other shortcuts for actually scanning and filing documents,” Hillman notes. “Most EMR systems require manually sorting and dragging and dropping individual documents either back to an order or back to a patient record—very cost prohibitive in my opinion.”

Holliman focused on finding an enterprise content management system (ECM) to establish electronic patient charts (e-charts) first. “Looking for a way to handle the paper felt like the most logical step in streamlining our practice in preparation for an EMR,” she says.

“As most of our physicians are still primary care, the sheer amount of paperwork we receive is just incredible,” Holliman adds. “We’d receive 2 ½ feet of paper a day in faxes, print-outs and mail—and that’s just from one of the two hospitals we work with.” At the same time, she notes, “as a multi-specialty practice with 20 providers, having a system that could allow access to patient records by multiple departments and personnel was critical.”

The 2 ½ Feet of Paper Stops Here

Holliman was introduced to ECM, Laserfiche by Jim Bergeron of reseller JPI Data Resource at the 2009 MGMA conference in Denver. She then met Bergeron again at a local HIMSS meeting. Encouraged by Laseriche’s enterprise content management ease of use and its flexible business process management (BPM) automation tools, IMC purchased a 44-user Laserfiche Avante system with Workflow business process management and Quick Fields capture tools to establish electronic patient charts.

“As anyone who has implemented new systems knows, the end users are the biggest variable. If they’re on board, the implementation will be a success,” Holliman says. “With 140 employees with varying computer experience, it was very nice to implement a product that anyone could be taught to use in just a few minutes.”

Key to establishing IMC’s e-charting was automating the way the clinic received patient information from the two hospitals it works with. Using enterprise content management in conjunction with the MD Network, an electronic patient information distribution platform, incoming documentation from hospital visits is processed by Quick Fields’ high-volume capture and processing tools, then automatically filed in Laserfiche according to patient name and date of birth, where it becomes part of patients’ e-charts.

A significant amount of this data is test results, which need to be reviewed by physicians; this review often prompts follow-up instructions and further review. “One of the worries of both physicians and practice managers is if test results have been reviewed and relayed back to the physicians,” says Holliman.

Flexible Control: Reviewing Test Results as a Condition of Filing Them

To automate the test review process, IMC created separate “inbox” folders in the Laserfiche repository for each physician. Quick Fields recognizes “test results” as a document type and the physician’s name associated with it, which Workflow then uses to route the results to the appropriate doctor and nurse’s folder. Workflow then alerts them they have items in Laserfiche for review. If a review deadline is not met, Holliman herself is notified.

“One of the things we really liked about ECM was that all of our doctors can set their own parameters as far as what they need to see in their inboxes to review,” she says. A GI specialist who ordered a patient test, for instance, wouldn’t need to see an incoming discharge summary, but the patient’s primary care doctor would. The GI specialist would, however, need to review the results of a test he ordered, so only after he has reviewed it do the test and follow-up notes go to the primary care doctor’s inbox for review, and eventually to the patient’s file.

“Just using their inbox, each doctor can ask his or her nurse to follow up on their instructions. Whether it’s an abnormal lab or an abnormal chest X-ray, they can adjust medications or order further testing,” Holliman adds. The whole process is prompted, routed and tracked using Workflow.

The benefit, besides the economy of effort, is peace of mind, she says. “Our doctors can access the same, single inbox and know when they leave at the end of the day that they’ve seen every test result that needed to be dealt with on that day.”

Nurses who used to have to keep a manual log of all tests reviewed and what follow-up was ordered appreciate it as well, because logs can be generated automatically using simple search parameters. Plus, Holliman adds, “Being able to precisely track patient follow-up is a tremendous tool for mitigating medical legal liability costs, as we have an exact record of the doctor’s orders.”

A Natural Bridge to EMR—That Also Leads to Back Office Efficiency

Now that Laserfiche has made its impact on how doctors receive and act on incoming patient information, the clinic is rolling out Laserfiche for use in its business office, where Workflow will automate A/P processing and HR files updates.

“One thing that’s nice about Laserfiche is that it gives us a set of tools that can be applied to business management as well as practice management, so we’re really able to maximize our investment,” Holliman says.

At the same time, she adds, IMC is an important step closer to EMR adoption. “Laserfiche has definitely acted as an important bridge between where we were and where we want to be, and it’s done so in a way that’s been very natural.”

Wednesday, November 17, 2010

ECM-Laserfiche CEO Honored with Smart Leaders Award


Nien-Ling Wacker recognized for innovation and business growth during tough economic times

Chase Bank and Smart Business Journal today presented Laserfiche Enterprise Content Management President and CEO Nien-Ling Wacker with a Smart Leaders 2010 Award in recognition of her innovative leadership during tough economic times.

“To be an innovative leader at a technology company, you have to have your feet on the ground and your eyes on a vision that’s inspired by technology trends,” said Wacker. “Creating a company based on this vision is what has enabled Laserfiche to stay on the leading edge, gaining millions of users at 28,000 customer organizations around the world.”

Founded in 1987, Laserfiche is a leading provider of enterprise content management (ECM) software. The company has been praised by industry analyst firms such as IDC for helping organizations “address the majority of their document and records management issues effectively and within a shorter time frame than other large enterprise content management providers.”

Wacker added, “I’m deeply honored to receive this Smart Leaders Award, and I’d like to give credit to our staff, channel partners and customers for their dedication to their vision of providing simple and elegant ECM solutions that enhance organizational efficiency.”

Robert LaGace, President of Chase Middle Market Banking, presents Nien-Ling Wacker with her 2010 Smart Leaders Award

Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 28,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline document, records and business process management.

The ECM system is designed to give IT managers central control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to respond quickly to changing conditions.

Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from Computer Reseller News/VARBusiness magazine.