Saturday, September 15, 2012

Multi-jurisdictional 911 Center Uses ECM to Enhance Information Sharing


May 4th, 2012

Red River Regional Dispatch Center integrates Laserfiche with New World CAD/RMS/CMS

Located in Cass County, ND, the Red River Regional Dispatch Center (RRRDC) was the first 911 center in the country to consolidate services across state lines (North Dakota/Minnesota). While there are many multi-jurisdictional dispatch centers throughout the US, only RRRDC works with all of the fire, police and emergency response units in two counties in two different states.Document Management Software

Serving the metropolitan community of Fargo-Moorhead, RRRDC handles more than 121,000 emergency calls a year, dispatching responders from:

· Two sheriff’s departments.

· Seven police departments.

· Three city fire departments.

· 28 rural fire departments.

· 15 rural emergency medical service providers.

· One ambulance service.

According to Renee Lura, Professional IT Services Manager for the City of Fargo and an IT liaison/lead for RRRDC, “In the realm of public safety, sharing resources across agencies allows everyone involved to get more bang for their buck. Multi-jurisdictional agencies allow participants to pool their funding so that they can invest in more sophisticated technology and provide better, faster service to their communities.”

Integration with CAD/RMS/CMS Is Key

Lura notes that in 2009, during the transition from RRRDC’s legacy AS400 CAD/RMS system to the CAD/RMS/CMS from New World Systems, the team looked for an enterprise content management solution (ECM) system that could integrate with New World to make it easy for staff to access and share reports, photos, warrants and a variety of other scanned or electronic documents.

“Three of the agencies in our consortium were already using Laserfiche independently,” Lura explains, “so the opportunity to benefit from all that internal expertise was a major factor in our purchase decision.” Working with Laserfiche reseller Cities Digital, she notes, was another. “The City of Moorhead and Cass County had worked with Cities Digital for years, and everyone was comfortable with them from the start.”

Ultimately, though, it was Cities Digital’s ability to build a seamless integration with New World that sold RRRDC on Laserfiche. “By integrating Laserfiche with New World, we can share documents across departments and jurisdictions. Anyone with security rights to a certain document can open it by clicking a button in the New World record. It’s easy and intuitive.”

The Laserfiche/New World integration works as follows:

· When users look under the Documents tab in New World, they find a Laserfiche button that indicates whether or not there is a corresponding Laserfiche folder.

· By clicking on the button, the Laserfiche client launches to the appropriate folder location and users are taken directly to the file associated with the record.

· Documents can also be scanned or uploaded into Laserfiche directly from the New World interface.

“Officers, detectives, dispatch and other authorized users all access pertinent information from one integrated interface,” says Lura.

ECM Enhances Security, Mobility and Compliance

Furthermore, because RRRDC uses Laserfiche Records Management Edition, a DoD 5015.2-certified solution that simplifies compliance with records management mandates, new records entering the system are automatically classified and filed into the proper records series.

“We use Laserfiche to manage everything from Wants and Warrants to animal tracking documentation to case notes from officers in the field, and different laws apply to different types of records,” says Lura. “Depending on a document’s metadata, Laserfiche automatically calculates and assigns cutoff and eligibility dates, making it easy for us to manage our records and comply with regulations.”

Lura notes that there are hundreds of users across the 58 agencies the dispatch center serves. “The thin-client solution, Laserfiche Web Access, is great for us because we have so many users spread out over so many different locations,” she says. “In the future, we look to give officers access to Laserfiche from their patrol cars, and Web Access is how other agencies are making this happen.”

Making sure that all the users have the right security permissions to see only the information that pertains to them, Lura says, has been relatively easy. “We’re a Microsoft shop, so it’s great that Laserfiche allows us to use Active Directory-driven security. We came up with a dynamic, matrixed approach that’s easy to administer and update as new staff is hired.”

Workflow Makes Work Easier Across Agencies

document managementThe consortium has also benefitted from Laserfiche Workflow, a business process management (BPM) tool that enables agencies to automate document-driven processes. “Different agencies maintain their own workflows, explains Lura. “The system is flexible enough to accommodate the needs of both RRRDC and the various agencies it serves.”

She notes that “automated approval workflows are particularly popular, as are case notification workflows that automatically notify records and document management software staff after an officer has added information into the system.”

For example, the Moorhead Police Department implemented a series of workflow projects to minimize the amount of work involved in finding, completing and approving the paperwork associated with cases.

According to Troy Weber, Information Technology Specialist for the City of Moorhead, “Before we implemented Laserfiche Workflow, our permanent case files resided in a separate set of folders alongside our regular cases. This caused a lot of duplicate searches and errors as users needed to work with two paths because of the different permissions. Workflow now automatically sets permissions when any of the permanent case types are chosen, and the files are stored in the standard folder layout.”

He explains that case files are stored in a series of folders that match up with New World. “Because we needed the layout in Laserfiche to match up with the way New World is structured, our Laserfiche folder arrangement is not as user-friendly as it could be. In the past, our users spent a lot of time browsing to various subfolders when scanning documents,” Weber says. “We resolved this with a simple routing workflow that moves files from the new scans folder to the appropriate case folder based on metadata that was already being entered. This small change has saved a significant amount of staff time.”

In terms of approvals, Weber says, “We wanted an easy, paperless way for supervisors to ‘sign off’ on reports. Since this was only for internal purposes, we did not need an actual signature, but we did want to know which supervisor approved the document and when. Further, we wanted the documents to retain the original owner and created dates. Workflow provided an elegant solution.”

He explains, “We added a couple of fields to our template, but did not give users modify rights to them. One of the new fields is an approved field that only supervisors can modify. When populated, the workflow enters the logged in user’s name into the ‘supervisor’ field, along with the current date and time.” He further notes that this solution has given users the ability to search for documents based on a given supervisor’s approval.

Weber says that the Moorhead Police Department has found the software to be flexible and easy to configure. “Laserfiche Workflow has enabled us to transform useful digital document storage software into a full business automation solution,” he says.

From Lura’s perspective within RRRDC, “With everything it offers, from the New World integration to the business process automation and records management, Laserfiche allows the agencies in our consortium to save money each week on clerical tasks like filing। We find more and more ways to use the software every day.”

http://www.laserfiche.com/NewsPortal/Article/2012/05/04/multi-jurisdictional-911-center-uses-ecm-to-enhance-information-sharing

Tuesday, September 4, 2012

document management-Carroll County, MD, Achieves Enterprise ECM Success

Meghann Wooster

“I came on board at Carroll County nearly 25 years ago,” says Mark Ripper, CIO, “right when the county was getting its first IBM PCs with 10 MB hard drives.”

Since then, the county’s IT infrastructure has come a long way, and Ripper is particularly excited about the new fiber network the county is building to deliver high speed data and bandwidth to Carroll County businesses and residents.

“One of our primary goals in building the fiber network is to help the county build its economic base by attracting more business and industry to the area,” explains Ripper, noting that the network will connect seven primary business parks and 16 secondary business parks in addition to 102 local, state, federal and public safety sites.

“Another motivator is to establish a direct connection with our outside agencies and allow everyone to take advantage of enterprise IT systems such as Laserfiche,” he says. “Essentially, we’re creating our own private cloud.”

How Laserfiche Evolved into Enterprise IT

Ripper notes that Laserfiche wasn’t always viewed as an enterprise IT system. In fact, it was first purchased as a departmental application for HR back in 2001. However, flooding in the nearby City of Annapolis highlighted the need for the county to formulate a better plan around disaster recovery—and enterprise content management solutions(ECM) took a central role.

“All of our documents were stored onsite, which made them vulnerable to catastrophic events,” Ripper explains. “We also wanted to free up our document storage space so that it could be put to better use. Those two things were the primary drivers for ECM within Carroll County.”

Ripper notes that although the HR department had a track record of success with Laserfiche, the IT department did its due diligence before selecting Laserfiche for its enterprise roll out. “We looked for ECM contracts already in place in Maryland to see which systems might meet our needs. Then we had vendors come in and set up their software so that end users from different departments could demo it to see what would be easiest to use,” he says.

From both a change management and a project management point of view, Ripper says, “It’s always important to involve the everyday users at every stage of the project.”

The CIO notes that he was particularly impressed by Laserfiche reseller Unity ECM. “It was clear that the Unity team was knowledgeable and understood the needs of our county. In fact, of all the vendors we work with, Unity ECM is easily in the top five.”

Ripper’s team selected Laserfiche in 2008 and has since deployed it across six areas of the organization, including:

· Commissioners Office.

· State’s Attorney’s Office.

· Bureau of Development Review.

· Technology Services.

· Human Resources.

· Management Analysis.

Next on the list are the Bureau of Aging and the Bureau of Permits & Inspections.

“Our goal is to get all 14 of our county departments onto Laserfiche, along with the Sherriff’s Office and Circuit Courts,” says Ripper. “The great thing about Laserfiche is that it’s so easy to maintain that, once it’s in place, there’s very little for us to do.”

He notes that since the county upgraded to Laserfiche Rio in November 2010, it now has individual repositories for each department. “Separate repositories are great from a document management software point of view because all of our departments are so diverse in what they do and how they store their data. Laserfiche Rio gives us the flexibility to meet the needs of different areas of our organization with one centralized system,” says Ripper. “The ability to create a test environment without additional costs was a big factor in our decision to upgrade to Laserfiche Rio, as well.”

Departmental Details

Carroll County’s IT department is comprised of 30 IT professionals, five of whom are client service analysts. Those five are assigned to a handful of departments/agencies, acting as project managers and application specialists. According to Ripper, this model works well for Carroll County because of the strong relationships that are established between the analysts and the agencies they serve.

The CIO notes that each department that’s implemented Laserfiche now finds it much easier to find and retrieve content. He also explains that “Laserfiche has given us a good reason to clean up our files and scan only what we really need. We follow the ‘garbage in, garbage out’ principle.”

Departmental benefits include:

· Commissioners Office: Real-time access to documents and reduced filing. “In the past, administrative staff had to make hundreds of copies of the same items, but now all relevant parties gain automatic access to documents directly through Laserfiche, saving both time and paper,” Ripper says.

· Bureau of Development Review: Automatic document indexing using Laserfiche Quick Fields, a high-volume data processing tool, minimizes manual data entry. “As the agency responsible for processing and tracking development plans from submittal through approval, Development Review relies on Quick Fields to maximize its efficiency.”

· State’s Attorney: Integration with case file management system so that all 40 staff can gain immediate access to supporting documents. “The great thing about this integration—besides the fact that people no longer have to run back and forth from the courthouse to the office to retrieve documents— is that staff members do not have to learn to use Laserfiche. They simply look up a case in the CFMS and the associated paperwork is available from the interface they already know and use every day.”

Although the county has yet to take full advantage of Laserfiche Workflow, Ripper notes that business process improvement is high on his list of priorities moving forward. “So far, we’ve been able to achieve all of our initial goals for the Laserfiche system: we’ve gained peace of mind from a disaster recovery perspective, made it easier for everyone to quickly locate the documents they need and reduced the need for onsite file storage. We’re looking forward to implementing Laserfiche throughout the rest of our agencies and exploring how we can use Workflow to increase our efficiency.”