Case Study: Town of Paradise

• Selected Laserfiche to improve business process automation, document management and electronic forms

• Created over 30 automated workflows

• Scanned over 400,000 files to save physical space and costs

Laserfiche was initially implemented to manage the filing of civic documents and to develop workflows and forms for processes such as accounts payable, building inspections and correspondence management.

The town, with Ricoh’s help, has already digitized well over 400,000 files, establishing efficient scanning initiatives to continue supporting its digitization 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. As the town grew, Ricoh ensured appropriate server and firewall settings were in place and Laserfiche was functioning properly for use internally and externally in the field.

With Laserfiche in place, the Town of Paradise identified four main areas where digitization and automation would make a large impact due to a high volume of inbound documents: law enforcement issues and actions reporting; building inspections; accounting; and mail. The town wanted to streamline data capture, centralize content management and better track information as it moved through the organization.

Better enforcement

The issues and actions reporting process is used by the town’s municipal enforcement officers (MEOs) when investigating public and private property and municipally licensed and permitted premises to ensure compliance with acts, bylaws and regulations. While the process was digital, it didn’t work well because MEOs couldn’t update information from the field because it was hosted on an external database. Rather, MEOs had to travel back and forth between project sites and the main office to submit forms and build reports.

To address the most pertinent document access issues for MEOs, 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. During the pilot run of using the form, eliminating the external database saved $2,500 and decreased processing time by 37%.

The 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 action requests.

Improved building inspections

Next, building inspection forms were updated, making the process more transparent and eliminating paper forms. The Town of Paradise benefits from improved reporting standards and tracking initiated by digital forms, which now enable employees to upload pictures, automate emails to stakeholders, and 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 notes and take pictures if required.

“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.”

Automation offers business continuity

Workflows through Laserfiche assisted in automating accounts payable (AP) processes. During the pandemic, this workflow was vital to the on-time delivery of invoices and payments to vendors as employees transitioned to hybrid and remote roles. It also allowed the accounting division to better 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 among every employee who is involved with the AP process. Our AP team can now easily track invoices throughout the approval process and pay invoices in a more timely and efficient manner.”

Similarly, new workflows were created for correspondence that routes scanned mail to the appropriate department or user without in-person interaction.