Financial Services Case Studies and Success Stories with Laserfiche

CASE STUDY Rehmann

Laserfiche Forms helped Rehmann improve workflow and information governance. The firm needed more consistent workflows and easier compliance across offices. Laserfiche streamlined new account opening... and automated onboarding. In 2023, Rehmann opened 600 new accounts and gained $400 million in new assets. The solution saved up to 8,000 employee hours per year. Compliance and audits became easier and less time-consuming.

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CASE STUDY American United Federal Credit Union (FCU)

Laserfiche process automation helped American United Federal Credit Union automate member information capture and storage. The credit union needed to scale operations and integrate with its existing ...technology. Laserfiche became the main workflow engine, saving hundreds of hours each month. Staff now use Laserfiche for key processes, easing the burden of mergers and supporting growth. The platform also improved records management and enabled better data reporting.

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CASE STUDY Stonehage Fleming

Laserfiche helped Stonehage Fleming automate workflows across 19 offices in 14 countries. The company used Laserfiche to streamline approval processes and standardize core operations. This saved over... $150,000 and 100,000 hours. Staff now use Laserfiche Forms for tasks like client onboarding and compliance. Integrations with Microsoft Dynamics, DocuSign, and other tools reduced manual work. The result is better efficiency, consistency, and client service.

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CASE STUDY Bath Building Society

Laserfiche Cloud helped Bath Building Society move from paper to digital forms. The Society used Laserfiche to automate mortgage applications and payments. This made the process 30% more efficient fo...r applicants, brokers, and staff. Employees now spend less time on manual tasks and more on service. Data quality and decision-making improved. Compliance is built into the system, saving time and effort.

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CASE STUDY Luminus Financial

Laserfiche helped Luminus Financial digitize all member documentation after a merger. The credit union used Laserfiche to automate member onboarding and wire transfer processes. Staff now collect and... route information using Laserfiche forms and DocuSign. The new onboarding process saves about three hours per new member. This results in 1,800 staff hours saved each year. Luminus also improved compliance and made future acquisitions easier.

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Entertainment Case Studies and Success Stories with Laserfiche

CASE STUDY Maryland Theatre

Laserfiche helped Maryland Theatre digitize and automate its business processes. The theatre faced challenges with physical files and needed to streamline event management, sales, and nonprofit opera...tions. Laserfiche enabled better data collection, centralized document management, and automated workflows. Staff now collaborate more easily and make faster decisions. The theatre improved documentation quality and hired an extra staff member to support its growing schedule.

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Non-Profit Organization Management Case Studies and Success Stories with Laserfiche

CASE STUDY Enterprise & Training Company (ETC)

Laserfiche helped Enterprise & Training Company (ETC) automate their customer onboarding process. ETC faced a 100% increase in caseload during the COVID-19 pandemic. They digitized 40 forms and workf...lows in two months. This let them manage double the caseload without hiring more staff. ETC placed job seekers 50% faster than competitors. Staff now spend less time on manual tasks and more time helping customers.

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Oil & Energy Case Studies and Success Stories with Laserfiche

CASE STUDY Orano

Laserfiche helped Orano improve records management and process automation. Orano faced challenges with manual processes, compliance, and document retrieval. Laserfiche provided standardized records m...anagement and automated workflows. Staff can now find documents faster and meet regulatory needs. Information management and business processes became 10-50% more efficient. Laserfiche reduced errors and made operations smoother.

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Hospital & Health Care Case Studies and Success Stories with Laserfiche

CASE STUDY SIU Medicine

Laserfiche helped SIU Medicine automate and digitize key business processes. The organization faced complex, manual workflows for procurement and service requests. Laserfiche Forms and workflow tools... reduced the timesheet process from one week to less than a minute. Automation improved staff satisfaction, supported hybrid work, and ensured compliance. SIU Medicine now uses Laserfiche across departments to streamline operations and boost efficiency.

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Utilities Case Studies and Success Stories with Laserfiche

CASE STUDY Kore Logistics

Laserfiche helped Kore Logistics automate logistics management. The company replaced costly, inflexible proprietary software with Laserfiche Forms and automated workflows. This enabled Kore Logistics... to track inventory, speed up delivery, and capture damage documentation. The solution supported growth from 10,000 to 30,000 packages per month without adding many warehouse staff. Kore Logistics improved efficiency and customer experience with Laserfiche.

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CASE STUDY DHL

Laserfiche helped DHL automate and digitize operations in Latin America. DHL used Laserfiche for records management, electronic forms, and process automation. The IT team deployed Laserfiche Cloud to... digitize the electronic flight bag process for pilots and dispatchers. Pilots now access flight documents on iPads, removing the need for paper copies. This new process saves up to 8,000 employee hours per year and improves efficiency and sustainability.

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Religious Institutions Case Studies and Success Stories with Laserfiche

CASE STUDY Archdiocese of Perth

Laserfiche helped the Archdiocese of Perth digitize and manage records. The Archdiocese needed to improve information management and follow Royal Commission recommendations. Laserfiche provided a sec...ure records management system. The solution digitized historical documents and integrated new records. Staff now access all information from one place. Automation improved efficiency across 110 parishes. The Safeguarding Office saves hundreds of hours each year and can serve the community better.

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Education Case Studies and Success Stories with Laserfiche

CASE STUDY Palo Alto Unified School District (PAUSD)

Laserfiche helped Palo Alto Unified School District replace its old content management system. The district needed a platform that was easy to use and could automate and integrate processes. Laserfic...he provided a shared forms and workflow platform for all schools and departments. Key processes like Position Control and Head Injury Protocol became automated. The district improved efficiency and could focus more on student outcomes. Staff found it easier to communicate and manage information.

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CASE STUDY Southeast Kansas Education Service Center – Greenbush

Laserfiche helped Southeast Kansas Education Service Center – Greenbush improve Medicaid billing for Kansas school districts. The old Google Drive system was hard to use and made finding student reco...rds slow. Laserfiche made searching and sharing information easy. Staff saved time and could focus more on helping students and families. The new system increased accuracy and transparency for Medicaid claims.

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CASE STUDY Coppell Independent School District (ISD)

Laserfiche helped Coppell ISD automate student enrollment and records management. The district replaced manual, paper-based processes with Laserfiche’s enterprise content management solution. This ch...ange cut the student enrollment timeline from over a week to just one day. Integration with the student information system now creates student records in 5-10 seconds. Staff and parents benefit from faster, easier, and more accurate document handling.

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CASE STUDY The American University in Cairo (AUC)

Laserfiche helped the American University in Cairo modernize its records and automate campus processes. The university replaced a legacy document management system and migrated over 25,000 student re...cords. Laserfiche improved information retrieval time and efficiency. Automated workflows made admissions and enrollment easier for students and staff. The solution saved paper, time, and budget, and enhanced the experience for students, staff, and faculty.

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Real Estate Case Studies and Success Stories with Laserfiche

CASE STUDY NWFM

Laserfiche helped NWFM move from manual to digital accounts payable. NWFM faced a surge in paper invoices as it grew. Laserfiche automated invoice capture and approval. NWFM now processes over 1,000 ...invoices a month, up from 250. The company saved hundreds of thousands of dollars. Invoice accuracy and investor transparency improved.

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Insurance Case Studies and Success Stories with Laserfiche

CASE STUDY CATIC

Laserfiche helped CATIC automate and digitize manual, paper-heavy processes. CATIC migrated content to Laserfiche and automated workflows for services like CATICTrac, records management, claims, and ...compliance. The company saved over $325,000 each year. Some processes became up to 90% more efficient. CATIC improved customer service and increased capacity without hiring more staff.

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Government Administration Case Studies and Success Stories with Laserfiche

CASE STUDY Olmsted County

Laserfiche helped Olmsted County manage a surge in Affordable Care Act applications. The county used Laserfiche to digitize 15,000 case files and automate document management. This increased case wor...ker productivity by 20%. The county only needed to hire three new staff instead of twelve. Laserfiche eliminated 125 filing cabinets and made staff jobs easier.

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CASE STUDY Samish Indian Nation

Laserfiche helped Samish Indian Nation move from paper-based processes to digital automation. The organization used Laserfiche for records management, e-forms, and workflow automation. Grant approval...s became 80% more efficient. Staff can now process grant applications in a single day instead of a week. The solution improved resilience and made it easier to serve tribal members and staff.

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CASE STUDY Mackenzie District Council

Laserfiche helped Mackenzie District Council modernize its information and process management. The council needed a secure ECM system for better service delivery and recordkeeping. Laserfiche moved f...rom being just an electronic filing cabinet to a workflow orchestration engine. Integrations with the council’s ERP automated key processes like leave requests, making them much faster. The IT team now uses Laserfiche to improve records management and automate workflows, boosting efficiency and security.

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CASE STUDY Town of Paradise

Laserfiche helped the Town of Paradise digitize over 400,000 files since 2015. The town improved efficiency in back-office tasks by 30%. Automated workflows and electronic forms reduced processing ti...mes and costs. Municipal enforcement officers now use tablets to update reports in the field, saving $2,500 and cutting processing time by 37%. Staff can track issues and actions faster, improving service for residents.

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CASE STUDY Idaho Department of Correction

Laserfiche helped the Idaho Department of Correction digitize and integrate client information. The department needed to manage data for 2,000 staff and thousands of individuals across many facilitie...s. Laserfiche automated data entry, improved workflows, and enabled integration with internal systems. The solution eliminated costs for physical storage and shipping files. Staff can now find and manage information more easily, reducing lost or outdated records.

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Manufacturing Case Studies and Success Stories with Laserfiche

CASE STUDY Monómeros

Laserfiche helped Monómeros digitize and automate accounts payable. The company faced manual invoice processing and new e-invoicing laws in Colombia. Laserfiche integrated with SAP ERP to digitize in...voices and automate workflows. This cut the AP cycle from 72 hours to 10 minutes. Monómeros improved compliance, traceability, and efficiency.

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CASE STUDY 4Front Engineered Solutions

Laserfiche helped 4Front Engineered Solutions automate manual processes and centralize information. The company used Laserfiche to manage documents for order management and accounts payable. Employee...s can now access and process files from different offices. This improved efficiency, transparency, and accountability. Staff can work remotely and collaborate on documents. The solution also supports global expansion and integrates with their ERP system.

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Pharmaceuticals Case Studies and Success Stories with Laserfiche

CASE STUDY MilliporeSigma

MilliporeSigma used Laserfiche to create a central hub for testing data. The company needed to standardize and centralize packaging test data to meet strict industry regulations. They implemented the... STARS system using Laserfiche Forms and workflows. This solution cut review and report generation time by 85%. It also reduced manual errors and improved data transparency.

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