Tuesday, September 7, 2010

8 Ways Global Content Management Makes It Easy for the Legal Community

With a keen eye on increasing billable hours, law firms of all types and sizes are constantly searching for ways to improve operational efficiency and automate time consuming administrative tasks. A typical law firm processes tens of thousands of physical documents each year including pleadings, motions, contracts, wills, trusts, leases, evidence files, and deposition transcripts. The majority of this information is handled through inefficient, manual processes due to the notion that an electronic and automated system is costly, disruptive to existing workflow processes, and difficult to use.

The requirement is for an easy-to-use yet powerful system that enables lawyers, paralegals, law clerks, business partners, and remote workers to store, access, share, and manage critical electronic and paper-based content across a broad range of functions, departments and locations. In today’s global legal environment, this type of system is quickly becoming a catalyst for achieving optimized business processes.

Introducing TreenoGCM™

TreenoGCM is an easy-to-use yet extremely powerful integrated content, document and workflow management system that enables law firms to capture, organize and share any type of digital or paper-based document within a secure, central repository. System deployment is effortless, document retrieval is instant, integration with existing applications is seamless and the Treeno system can scale to support as few or as many enterprise users as your firm requires.

TreenoGCM empowers you to improve your competitive advantage and client service quality through streamlined operations, improved information access, reduced costs, and simplified compliance preparation—ultimately, increasing your billable hours.

Transform your law firm without disruption to employees

Deploying and operating a global content management system should be as simple and effortless as using familiar line-of-business applications while existing workflow processes remain intact. TreenoGCM’s powerful and robust feature set, in conjunction with integrated collaboration and business process management capabilities will enable your firm to improve operational efficiency and productivity without changing the way your employees do business. Documents are routed quickly and accurately through each step of your business process.

Integration with your existing systems is a snap

The unique flexibility of the Treeno architecture promotes seamless integration with virtually any existing productivity application or system including Legal Files™, ensuring quick user adoption, minimal training efforts and streamlined, 24/7 access to content.

Critical client information is always available – anytime and from anyplace

TreenoGCM enables your lawyers, clerks and paralegals to gain instant access to critical documents and files 24/7, regardless of their physical location. Documents are effortlessly scanned the first time they are handled and images of documents are immediately made available to secure, authorized users via the TreenoGCM system. And with Treeno‘s highly secure electronic versions, documents never get lost.

Ensure document integrity and security

Law firms need the ability to easily track and control client sensitive information. TreenoGCM stores all of your firm’s most critical content in a highly secure repository and includes comprehensive audit trail capabilities such as task date/time stamp, task originator/description, and related document activities such as who worked on/reviewed the document. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And, integrated notification capabilities inform users when relevant content within the repository is updated.

Insurance organizations rely on TreenoGCM to:

  • Increase billable hours and improve client service quality
  • Streamline the process of retrieving and distributing essential information
  • Provide simultaneous access to client information
  • Improve operational efficiency with minimal disruption
  • Improve information security and document integrity
  • Enable productivity tracking and accountability, ensuring turnaround requirements are always met
  • Streamline compliance driven documentation requirements
  • Reduce paper, paper storage, photocopying, and faxing costs

Law firms around the world are improving client service quality and increasing billable hours with TreenoGCM. To learn more about how Treeno can help your organization, call us at 1-800-528-5005 or visit us on the Web at www.treenosoftware.com

Tuesday, August 3, 2010

Which Hub Is Right for You?

Enterprise-content-management systems feature many options to consider



As published in Scotsman Guide's Residential Edition, August 2010.

Mortgage brokers face a growing need to capture and organize data in a more efficient manner. Enterprise-content-management systems can help.

These systems centralize document management, workflow management, document imaging and e-mail management. Content-management software can significantly improve a mortgage business's productivity and efficiency.

One of the most-common questions companies ask when they investigate purchasing this kind of system is, "Can we afford the time and money it would take to implement?"

Before answering, consider the benefits. A good enterprise-content-management system can:

  • Reduce the cost of paper-purchasing, -storage and -disposal;
  • Lessen the risk of lost documentation;
  • Lower the need for filing and shredding;
  • Simplify file searches;
  • Increase productivity and efficiency;
  • Enhance collaboration;
  • Speed up service times;
  • Store data securely; and
  • Provide instant remote access.

Mortgage companies and other financial institutions are among these systems' most-common users. In many cases, the file-management and -storage solutions content-management systems offer allow financial companies to comply with regulations that require rigid recordkeeping. The high volume of data and documentation involved in the mortgage business mandates efficient and secure data management.

The workflow collaboration that enterprise-content-management systems allow also can help regulate and track financial documents as they move through various stages of the loan process. This can save time and money.

Meanwhile, by storing documents electronically, enterprise-content-management systems provide secure, on-demand access while reducing the need to store paper documents.

In selecting a system-provider, you should evaluate your company's needs and challenges. Be sure to read all information regarding the provider's customer service and support. Do your research and know your goal. If you go shopping without knowing what specific problems you hope to solve, you are less likely to find a solution.

Any system you choose should:

  • Be easy to use;
  • Be backed by great customer support;
  • Effectively eliminate validity issues related to document tampering;
  • Allow permission-based access to files; and
  • Store information securely.

Customer service and technical support are particularly important when users first incorporate the new technology in their existing processes. This can include modifying system terminology to match language already used within the company.

In many cases, implementing an enterprise-content-management system will be easier if the provider offers thorough consultation during the startup period.

When tailored to meet the specific needs of a given business -- and when properly maintained -- enterprise-content-management systems can save a significant amount of time, money and manpower. The positive results your mortgage business can achieve with this system can help you keep up with industry developments and advances. By leveraging this system to offer fast and excellent service, you give your clients one more reason to choose you over the competition.

Will Thibodeau, Treeno SoftwareWill Thibodeau is co-CEO, chief technology officer, of Treeno Software. Founded by Thibodeau in 2002, Treeno is a leader in the enterprise-content-management (ECM) software industry. With its Web-based ECM system, Treeno was one of the industry's first companies to embrace cloud computing. Treeno's ECM-solution-implementation methodology -- aka, T-SIM -- encompasses the company's core competencies and assures measurable return on investment for clients. For more information, visit www.treenosoftware.com, call (800) 528-5005 or e-mail sales@treenosoftware.com.

Tuesday, July 13, 2010

Clutter Management In Just 15 Minutes!

It’s 9am and you have arrived at your desk only to have trouble finding your desk under all the clutter. So you do like we all do you just move it around so you can work. You think to yourself if only I had some free time. Well maybe you do! Have you ever heard the saying, “How do you eat an elephant? One bite at a time” The same principle works for clutter management. Here is a list of what you need:

1. 15 Minutes
2. Pigheaded Discipline and Determination
3. Storage

Fifteen minutes is all it takes to de-clutter you life. 15 minutes a day that is. Set aside a 15 minute block. Put it in your calendar. Make it a time when you really will have no interruptions. My favorite time is first thing in the morning. That little bit of time turns into roughly 60 hours a year. You could have a clutter free environment in 60 hours, right. Plus when your clutter is organized you save time by getting to what you need when you need it faster. Less time used more time gained.


“Pigheaded Discipline and Determination” is one of my mantras. I learned this in Chet Homes book “The Ultimate Sales Machine” The premise is to not let anything get in your way and stick to your plan. Make a little note and put it somewhere you will see it every day. Move it around so that it doesn’t become background.


Storage is an essential part of this process. As you organize you need a place to put everything. In old times we filed thing using folders and cabinets. Many an administrative assistant had their own way of filing which sometimes lead to panic when they were out of the office. Storing documents, images, emails on computers has revolutionized business. When stored properly using tags or OCR the documents become easily searchable. Storing them in the cloud (internet) means you don’t need to be in your office to retrieve vital information.


Are you ready to rid yourself of the clutter that has taken over your desk? call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at
www.treenosoftware.com

Tuesday, June 29, 2010

Happy Independence Day

On July 4, 1776 the United States Declaration of Independence was adopted by the Continental Congress. 234 years later the United States stands as one of the strongest independent nations. Independence or freedom is one thing every American holds dear. I would venture to guess every individual feels the same way. We long to be free from all that bring us down. Imagine if you would, for a moment, being free from the bonds that tie you down. It is a nice feeling isn’t it. What are those things that are preventing you from this freedom? When I was in high school in the 70’s we had to write essays. To get information for the essay I had to spend a lot of time at the library. I felt trapped by the hours, location and availability of the information I could utilize. Today my children can get information at their fingertips anytime and virtually anywhere. The information they get is way beyond what I could find at a library. They have learned to organize their own work and save it digitally so they can access it anywhere they have internet access. This comes in handy when there are group projects. Each individual can pass the project back and forth to get approval and update the projects as is needed. All from the comfort of where ever they are. These technologies are not limited to High School students. Treeno’s ECM Suite allows you to store documents in a secure centralized repository where multiple folders are used for internal and/or external information sharing. An embedded search engine makes documents easily searchable and manageable and there are no complicated new filing systems to learn. Components of the ECM Suite are Email Management, Document Management, Document Imaging and Workflow/Business Process Management.

Treeno's Email Management solution allows users to store email in a centralized location that can be accessed by all authorized users. Email's stored in Treeno can be indexed with a customer's information, financial transaction data, a project, a legal case, etc, depending on your type of business. This powerful indexing capability enables all authorized users to view emails that are related to a specific topic rather than keeping those isolated in individual users' inboxes. Any user working with email stored in Treeno can do so as if it was right in their email client. It can be forwarded or replied to and all of the attachments are there as well. Treeno will automatically index the email using the To, From, Subject and Date of the email, but users can add their own metadata and the emails can be attached to other records in the system.
Treeno's Document Management solution allows your organization to store all of your important documents in one location, while providing access to everyone who needs to see them. Treeno gives you control over all documents and file types including scanned files, Microsoft Office documents, emails, faxes, as well as rich media files such as video and audio files. Treeno's browser-based interface allows users to access information without the need to install anything on their desktop.

Treeno's Document Imaging solution is designed to store large volumes of scanned document eliminating the need for paper filing cabinets. Some of Treeno's clients' store 10's of millions of documents, however we have solutions available to meet the scale of any project. Treeno's Document Imaging solution works with any scanning device from a desktop or high speed scanner to a network copy machine.

Treeno's Business Process Management (BPM) solution gives your organization the ability to interact with documents as they move through a workflow. Automating document flows has greatly improved efficiency and reporting capabilities for such companies as ADP Employees where each day thousands of items enter a workflow from one of many sources including email, fax, or scanned paper. Treeno's BPM solution reduced costs associated with this previously labor intensive process by 50%.

The American revolutionary war proved that no task is insurmountable. It just took the right stuff to get it done. Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at
www.treenosoftware.com

Thursday, June 24, 2010

Global Content Management Made Easy for Insurance Brokers and Agencies

Insurance brokers and agencies need an easy-to-use yet powerful system that enables them to access, manage, and share critical documents across a broad range of functions, departments and locations. It’s more than a competitive advantage—it’s a mandate for survival.

A typical agency processes over 30,000 physical documents each year including policy applications, coverage confirmation letters, renewal notices, policy terms, dec pages and claims documentation. Plus, virtually every state government mandates that all insurance transaction records be maintained for up to seven years, while archives need to be kept for offers of additional coverage for long periods to guard against E&O liability. The majority of this information is handled and stored through inefficient, manual processes due to the notion that an automated system is costly, disruptive to existing workflow processes, and difficult to use.

Introducing TreenoGCM™

TreenoGCM is an easy-to-use and extremely powerful, integrated document, content and workflow management system that enables insurance brokers and agencies to easily capture, organize, and share any type of digital or paper-based document within a secure, central repository. System deployment is effortless, document retrieval is instant, integration with existing line of business applications is seamless, and the Treeno system can scale to support as few or as many users as your agency requires. Treeno empowers your agency to reduce costs, simplify compliance and enhance overall client satisfaction through streamlined operations and improved efficiency.

Transform your organization without disruption

Deploying and operating a content management system should be as simple and effortless as using familiar applications while existing workflow processes remain intact. TreenoGCM’s powerful and robust feature set, in conjunction with integrated collaboration and process management capabilities will enable your agency to improve operational efficiency and productivity without changing the way your employees do business.

Simplify regulatory compliance

Reduce the audit preparation process from weeks of tedious work down to hours
using Treeno’s powerful system.

Insurance brokers/agencies are constantly under the gun when it comes to staying current with regulatory compliance processes. Though requirements and procedures vary by country and audit type, the first steps towards ensuring compliance with the myriad of regulations governing the insurance industry including HIPAA (Health Insurance Portability and Accountability Act), are control and visibility. The demand is for a system that will integrate with existing business processes for tracking and managing digital and paper-based content across all enterprise wide systems—in real-time.

TreenoGCM simplifies the regulatory compliance process for Insurance brokers/agencies by capturing, organizing, and sharing necessary and appropriate documents in a centralized, secure repository, while automated business process management capabilities streamline information access and reporting.

Ensure document integrity and security

The ability to track and control customer sensitive information is absolutely paramount for insurance brokers and agencies. TreenoGCM stores all of your information in a highly secure repository and includes comprehensive audit trail capabilities such as task date/time stamp, task originator/description, and related document activities such as who worked on/reviewed the document. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And, integrated notification capabilities inform users when relevant content within the repository is updated. Disaster recovery is also greatly improved, as items previously managed via fax, mail, and other paper means are now stored in the Treeno repository. With TreenoGCM, documents of all types can be backed up in a secure fashion and are protected from theft, accidental loss, or destruction.

Insurance organizations rely on TreenoGCM to:

  • Simplify enterprise wide access to critical documents
  • Improve operational efficiency with minimal disruption
  • Improve information security
  • Track document task date/time stamp, task originator/description
  • Reduce demand for physical space
  • Ease the burden of regulatory compliance
  • Increase sales and improve customer service quality
  • Insurance brokers and agencies around the world are enhancing customer service quality and improving productivity with TreenoGCM. To learn more about how

Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada),
1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at
www.treenosoftware.com

Thursday, June 10, 2010

The Filing Cabinets Were At Maximum Capacity

Law firms of all sizes and practice specialties are all too familiar with the seemingly endless piles of paperwork generated by a single act of litigation or contract generation, and Mesmer and Deleault was no exception. “The filing cabinets were at maximum capacity,” recalls Phil Decker, a partner at Mesmer & Deleault specializing in patent law. “What’s more, we had an outdated method in place that made keeping track of information very slow and tedious. That slowed us down every time a client, attorney or patent agent would call.” Decker says he was faced with two options: find an appropriate document management solution to remediate the space constraints and improve workflow, or invest in renting an off-site storage space. Though he was strongly in favor of a document management solution, Decker says he had difficulty finding a solution that would dovetail with the firm’s existing software and processes. “I talked to all of the major document management companies, “he says. “ Most of the vendor solutions I saw were too labor intensive for what we needed. They also required too much change on our part. And their up-front investment made it a budget issue. We also wanted a solution that would unite multiple offices—even our homes if we wanted—and could address the multiple platform environment we had going with PC’s and Macs.”

Decker chose Treeno Software after viewing a demonstration of the product at an MIT Enterprise Forum. “The TreenoGCM (Global Content Manager) met all of our needs in a document management, content and business process management solution, and we didn’t have to give anything up to deploy it,” he says. The straightforward, user-friendly interface of TreenoGCM made it easy for Decker to convince his fellow partners to adopt it as their practice-wide system of choice. “It required minimal training and the benefits were immediately apparent, from the elimination of lost documents to a highly secure, searchable repository of organized files that we could share seamlessly across multiple offices and with multiple partners.” Decker says that the most time consuming part of the deployment process was entering the existing, paper-based data into the TreenoGCM repository. “The actual installation of the software and system was almost instantaneous,” he says. “scanning historical documents into the system once it was installed was less labor intensive than moving file cabinets to a storage facility.” He added that new clients to the firm are instantly entered into the TreenoGCM system, making them traceable within minutes. Decker says he is most pleased about TreenoGCM’s ease of use and interoperability with virtually any line-of-business application, including programs his firm relies on to generate and track court docket numbers, findings and pleas. “The legal field is so focused on tracking, monitoring and accountability, especially when it comes to filing documents on behalf of our clients,” he says. “With Treeno, we could still use our existing applications without delay.”

Since instituting TreenoGCM as its document management solution, Mesmer & Deleault has saved countless person-hours that were once devoted to filing, copying, faxing and scanning paper documents. The firm also has noted a marked increase in customer satisfaction. “Complete client files are always at our fingertips,” he says. “And we don’t waste our clients’ time by putting them on hold to find a file, or taking down information and calling them back with it later. We’ve become a much more responsive, service oriented firm.”

The firm has also streamlined its relationships with international partners. Because they file patent applications frequently—often with companies located in countries where the postal service is less than reliable—Decker says that the remote access offered by TreenoGCM has been an essential tool. “I rely on Treeno to help me better serve my international clients,” he says. “One patent attorney we deal with on a regular basis is located in Lebanon. I can literally pull up a file while talking to him on the phone and deliver it electronically. Prior to Treeno I would have to fax it, which was not as reliable, or send it via courier and hope for the best.”

The Legal Community relies on TreenoGCM to:


  • Increase billable hours and improve client service quality

  • Streamline the process of retrieving and distributing essential information

  • Provide simultaneous access to client information

  • Improve operational efficiency with minimal disruption

  • Improve information security and document integrity

  • Enable productivity tracking and accountability, ensuring turnaround requirements are always met

  • Streamline compliance driven documentation requirements

  • Simplify enterprise wide access to critical documents

  • Reduce paper, paper storage, photocopying, and faxing costs


Law firms around the world are improving client service quality and increasing billable hours with TreenoGCM. To learn more about how Treeno can help your firm, call us at 1-800-528-5005 or visit us on the Web at www.treenosoftware.com

Tuesday, May 11, 2010

True Healthcare Reform

Anyone who works in healthcare is all too aware of the sheer volume of paper generated by a single patient visit, and Great Bay Mental Health was no exception. The support staff at the treatment center found themselves literally buried in paperwork, from patient notes to multiple copies of insurance forms and referrals, to storing and processing the forms needed to stay in compliance with HIPAA. And because Great Bay’s facility is comprised of eight different practitioners, many of whom see the same patient at different intervals during his or her care regimen, the likelihood of lost or misplaced patient charts increased exponentially. “Just keeping track of which practitioner had a particular chart at a given point in time on the patient’s care routine was an issue,” notes Cheryl Sullivan, office manager at Great Bay Mental Health Associates.

Sullivan adds that sharing information between practitioners and a patient’s primary care physician was also a challenge. “If we got an inquiry from another provider who was partnering with us in a patient’s care, or from an insurance provider looking for updated information, the old way was to take down their request, go and look for the file and hopefully find it on the first try, then get back to that person,” she explains. “On days where we saw a lot of patients, this process got very time-consuming and kept us from efficiently checking-in patients who were waiting to be seen.”

Sullivan says TreenoGCM (Global Content Manager) was the remedy for what ailed Great Bay. “We chose this solution because it was extremely feature rich, easy to implement and use and required very little training,” she says. “Our practitioners are very busy and didn’t want a solution that required them to put in extensive hours just trying to figure out how to use it.”
TreenoGCM was deployed across Great Bay’s facility in just a couple of days. Sullivan says the most labor intensive part of the process was entering the existing patient data into the system. “We brought in some temp employees to help with the workload, and it went very smoothly,” she says. “It was much less of a front end investment than what many of the larger document management firms required from us.” The practitioners appreciated the fact that TreenoGCM runs transparently in concert with existing software applications they need to do their job. “We were able to keep our existing operational model in use, which was key, because the practitioners didn’t have the time to go out and learn a new operating system or software program,” Sullivan says. “They see over 10 patients per day each, and take turns handling evening calls.”

Sullivan says Treeno’s quick deployment and Web-based platform were also attractive. “Most of the treatment happens at the facility, but occasionally when our practitioners are on call they need access to files while at the hospital emergency room,” she says.
Today, Great Bay Mental Health Associates enjoys a streamlined, collaborative approach to maintaining patient information, regardless of location or time constraints. “Because of Treeno's architecture, our practitioners can access medication and patient notes remotely without fear of compromising security,” she said. The benefits of TreenoGCM were also quickly apparent to the support staff. “We spend a lot less time prepping each patient office visit, and more time actually assisting the patients while they’re here.”

Most of all, Sullivan says that when HIPAA enforcement time rolls around, she and her staff are confident that they are following regulations regarding the storage, disposal and security of patient data. “The most important aspect of staying in compliance is having complete visibility into where your patient data resides,” Sullivan says. “With TreenoGCM, we can access everything with a few mouse clicks. Additionally, we can monitor the information and see who last had access to it. Our patient’s privacy is very important to us, even without the HIPAA aspect of things. With Treeno, we can maintain our commitment to taking better care of our patients.”

To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com

Tuesday, May 4, 2010

Can't We Just All Get Along?

Sometimes I feel I am a part of the United Nations trying to bring a peaceful resolution to many years of of conflicting ideologies. The typical enterprise has various departments with their own proprietary systems in place. Each one, lets say sales, accounting, support, and associates all touch the clients on a regular basis. Unless you have a document management system that integrates all the systems, a company can spend 30% of its time and energy just searching and filing. Another potential for war vs peace is the workflow process. The steps in this process can include shuffling paper from desk to desk and sometimes building to building. Email has helped tremendously with this process but at the end of the day email is one more systems that does not integrate with all the other systems.

Treeno Software, the United Nations of Documents, has a half dozen engineers dedicated to bringing your systems together. Quickbooks, Sagitta, AMS, Outlook, Word, and Salesforce, to name a few, all communicate with Treeno as a storage and retrieval system. Access to this information is securely available from any Internet connection. Our engineers can write custom software to integrate most windows based software with Treeno. Our engineers have also connected devices like the Kodak Scan Station to scan directly to the Treeno Systems cabinet of your choice using web services. Soon applications for the iPhone, iPad and Android will be available for mobile user to retrieve information vital to those in the field.


OK, so Treeno is not quite the United Nations but we will bring more peace your company.

To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com

Tuesday, April 27, 2010

Hey IT Directors! Want To Avoid That Queezy Feeling?

As a former IT director certain questions would make me wonder if I were implementing the software solutions my company needed. Answer the following questions and if you begin to feel a little queezy its time to consider a content management solution.

1. How often is a document created for just the author’s to use?
2. Can each member of your organization quickly find and access documents created by any other member? Yes No
3. If not, how long does a document search take?
4. How often does your staff engage in document searches?
5. Are key documents ever misplaced or lost? Yes No
What happens?
6. Do you have a document repository or central storage location? Yes No
7. Do you have a single point of access to your document repository so that a single query will find all required documents regardless of location, format, and application? Yes No
8. Can you control who can see a document? What parts? Who can edit documents? Who can delete documents? Yes No
9. Are you subject to government regulation or audit? Yes No
10. Is compliance or security of your documents a concern for you? Yes No
Why?
11. Do you have a detailed audit trail of every action taken by every user on your system with respect to every document in your repository? Yes No
12. Does anyone ever need to securely access documents from outside the organization?
Yes No
13. Is there ever any question as to which copy of a document is the original version? Yes No
14. Do you know what files are obsolete? Yes No
15. Do obsolete files consume space and requiring nightly backup? Yes No
16. Are documents consistently labeled and stored? Yes No
17. Is your customer’s or client’s name easily associated with a file name? Yes No
18. Can you call up a list of documents and easily understand the nature of each document?
Yes No
19. Can you quickly create a list of documents related to a specific subject or author? Yes No
20. Can you quickly locate any document by a single word or phrase? Yes No
21. Can you easily gather together documents that are physically dispersed throughout your network or organization? Yes No
22. Have people ever taken the same document home over night, only to cancel out each others' changes on the next morning? Yes No
23. Do you have business processes that are frequently repeated? Yes No
24. Are copies of your paper files kept on site or in another safe and secure location? Yes No
25. Has anyone ever promised to email a copy of a document to you and you never received it? Yes No


To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com http://www.treenosoftware.com/

Tuesday, April 20, 2010

Outlook Email Drag and Drop to the Treeno Integrator Tool

Treeno allows a user to store email documents within a folder. An example of this is when a user will store all emails specific to a client or vendor to the folder within Treeno. When storing an email at the client level as an email document type, the user will be able to have each email automatically tagged by the mailed to, mailed from, subject, date, cc, and bcc with a fillable field(s) for further description. When searching within a folder, Treeno offers a powerful filtering and sorting tool to expedite the retrieval process.


The benefit of storing emails at a central repository is to reduce the siloed business content and mitigate the risk of missing information. It also reduces overhead associated with moving, backing up and storing multiple versions of the same email in multiple accounts. Treeno can mitigate risk, reduce overhead associated with the forwarding of information as well as reduce your email storage overhead.


How to bring an email into Treeno by dragging and dropping to the Treeno Integrator Tool:


1. User will drag the highlighted email to the index button on the Treeno Integration Tool





When Treeno has integrated to a line of business application the integrated folder will automatically be retrieved. User can either drop to the integrated folder or choose another cabinet and folder. Selected folder is highlighted. User can search for an existing or create a new folder if needed.





2. When the user adds the email document type, the file will automatically be populated by the mailed to, mailed from, Subject, date, cc, bcc.





3. User fills in the definable field(s) if appropriate and clicks the above add button to add the document with the folder





4. The user will click on the check-in button and the file will be automatically copied into the desired folder.





Treeno Outlook Check-in
Users can check in a single email or multiple emails into an email cabinet where they can be saved automatically by the mailed to, mailed from, subject, cc, and bcc. User definable fields can also be added. When bringing in multiple emails at the same time, the user definable field will be populated across all copies automatically.


1. The user selects the email or emails


2. User selects the email cabinet


3. User identifies descriptive field if appropriate


4. Treeno automatically populates the grayed in values


5. User selects check- to automatically copy or move the email





Email stored in email cabinet by the description field(s), mailed to, mailed from, subject, date, cc, and bcc.


User can query on any of these values to retrieve the copy of the email file.



To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com http://www.treenosoftware.com/

Tuesday, April 13, 2010

Company Saves 95% Of Its Paper Use

The human resources management industry literally generates piles of paper documents on a daily basis, from job applications to 401(k) forms. Employease found that its team of customer service managers was struggling to find the documents they needed, when they needed them. “Our business model just wasn’t scaling well,” recalls Jody Brown, manager, internal systems group for Employease. “With multiple people across multiple teams working on or trying to access the same document, people were losing things or duplicating efforts.” The company needed a powerful yet simple solution to enable search and retrieve actions while tracking, monitoring and securing sensitive information on clients’ employees. “Our BPO (Business Process Outsourcing) group came to me with concerns. Their question was, “How can we take information delivered to us by e-mail, fax, phone and mail and set up a workflow so it all goes to the same place?’” Brown says.
Employease chose Treeno, a Portsmouth, New Hampshire-based software company specializing in easy-to-use yet extremely powerful Content Management (ECM) software solutions that combine integrated document management, business process management, records management, and more in a single easy-to-use application. While many of the ECM software vendors could promise an out-of-the-box solution to ease most of Employease’s pain points, few of the solutions could be customized to fit the company’s existing infrastructure. “Most vendors had similar systems for scanning and faxing, but e-mail was a major challenge for most of the vendors,” Brown says. “And most vendors required that we change our existing infrastructure and workflow processes to support their solutions. They were trying to steer us towards a more static solution.” Brown says that many vendors estimated that with training and physical roll-out time, it would take at least six months for the solution to be up and running. “That just wasn’t an option for us,” Brown explains. “It was important that the solution could be implemented quickly with minimal down time on our servers and our employees. And we didn’t want to spend a lot of time with training. It had to be easy to use.” TreenoGCM provided Employease with all the features they needed to manage faxes, e-mails, images, and paper documents, without having to migrate to a different operating system or CRM software. Plus it could be implemented quickly and didn’t require physically touching every desktop.
Further, Treeno’s engineers added a customized solution that exceeded the company’s expectations in a vendor solution. “The Treeno system did most of what we needed right out of the box,” Brown says. “But they also went that extra mile by developing a custom plug-in specifically for our e-mail routing needs.” In the end, Brown says, Treeno’s cutting-edge technology and customer-centric philosophy were the reasons for Employease’s decision. “They listened to us, to put it simply,” he says.
With TreenoGCM now implemented things began moving quickly. “The integration experience was better than I expected,” Brown says. “From the initial agreement, through the creation of the custom email plug-in piece, to the installation and training, we were fully up and running in weeks versus months. The actual installation period was only about three days.” Brown says the staff at Employease has responded well to the new system. “It’s been an overwhelmingly positive reception with the employees here,” he says. “The process of bringing on new customers has been made much easier, and we’ve made good headway on transferring existing customers over to the new system.” The integration wasn’t the only thing that was fast: Brown says his employees noticed an almost immediate improvement in workflow performance. “I’d say we cut our search and retrieval process time in half almost right away,” he says. In addition to the 50 percent reduction in the time it takes customer service managers to search for documents, he also noticed a staggering 95 percent reduction in the use of paper. “Our central office once was the home of a huge set of filing cabinets,” he says. “Not only was it inefficient, but the only thing securing it was an old fashioned padlock. With TreenoGCM, we don’t need those giant file cabinets and the information in those files is much more secure.”

To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com http://www.treenosoftware.com/

Tuesday, April 6, 2010

Hey Financial Industry! Help Is Here!

Securities brokers, financial planners and other financial services organizations need an easy-to-use yet powerful, integrated content, document and workflow management system that enables them to store, access, manage, and share critical documents across a broad range of functions, departments and locations.

A typical office processes hundreds of physical documents each day including promissory notes, loan agreements, trade confirmations, wealth management documents, and client financial statements. Plus, to comply with SEC and NASD regulations, financial transaction records must remain secure and accessible for several years, placing tremendous strain on office staff responsible for filing, storing and retrieving huge volumes of paper documents. The majority of this information is handled and stored through inefficient manual processes due to the notion that an automated system is costly, disruptive to existing business processes and difficult to use.

Introducing TreenoGCM™

TreenoGCM is an easy-to-use and extremely powerful integrated content, document and workflow management system that enables financial services organizations to capture, organize and share any type of digital or paper-based document within a secure, central repository. System deployment is effortless, document retrieval is instant, integration with existing applications is seamless and the Treeno system can scale to support as few or as many users as your organization requires.

Treeno empowers financial services organizations to improve client satisfaction through streamlined operations, improved efficiency, reduced costs and simplified audit preparation.

Transform your organization without disruption

Deploying and operating a content management system should be as simple and effortless as using familiar line-of-business applications while existing workflow processes remain intact.

TreenoGCM’s powerful and robust feature set, in conjunction with integrated collaboration and business process management capabilities will enable your organization to improve operational efficiency and productivity without changing the way your employees do business.

TreenoGCM integrates with legacy systems such as core processing, cash management, loan origination, call center, portfolio accounting, ERP and CRM solutions, delivering a single point of access to information and workflow across your financial enterprise, even with the most complex, multi-site network.

Simplify regulatory compliance

Reduce the audit preparation process from weeks of tedious work down to hours using Treeno’s powerful system.

Financial services organizations are constantly under the gun when it comes to staying current with regulatory compliance processes. The first step towards ensuring compliance with security requirements including Gramm-Leach-Bliley Act, FFIEC, California SB 1386, and Sarbanes-Oxley is the increased control and visibility of your documents. In addition, certain regulatory bodies require that documents are purged according to a specific schedule when they arrive to conduct their periodic examinations. The demand is for a system that will integrate with existing business processes for tracking and managing digital and paper-based content across all enterprise wide systems—in real time.

TreenoGCM simplifies the regulatory compliance and audit preparation process for financial services organizations by storing, capturing, organizing and sharing necessary and appropriate documents in a centralized, secure repository, while automated business process management capabilities streamline information access, tracking and reporting.

Ensure document integrity and security

The ability to track and control sensitive information using a centralized repository and clear audit trail is paramount for financial services organizations. TreenoGCM includes comprehensive audit trail capabilities, including task date and time stamp, task originator, task description and related document activities. Treeno customers can virtually eliminate any possibility that documents stored in their system will be altered without detection, ensuring undisputed authenticity of records. And integrated notification capabilities inform users when relevant content within the repository is updated. Disaster recovery is also greatly improved, as items previously managed via fax, mail and other paper means are now stored in the Treeno repository server. With TreenoGCM, documents of all types can be backed up in a secure fashion and protected from theft, accidental loss or destruction.

To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com http://www.treenosoftware.com/

Tuesday, March 30, 2010

Rockin’ It With Steve

At age 58 Steve Tentindo, Co-CEO and EVP of Sales and Operation for Treeno Software, is one of the most active people I have ever met. Between hiking, gardening and taking a woodworking class he has developed a talent for beautiful art made of rocks.

Steve tells us his passion started as a teenager. He would collect pieces of driftwood, many that were from the wooden piers common in those days. Simply designed coffee tables were made out of plank type driftwood he would find. As he mastered the use of power tools and various techniques he was able to make his creations more sophisticated. At some point Steve thoughts turned to stone, literally. A collection of rocks became his muse. The use of stone and metal was giving his craft a new focus. Combining his work with metal, driftwood and rock he began to make what he calls Yard Art. These are large pieces that can be used in gardens as focal points on the woods edge or to fill a void in a yard. Steve intends to learn to weld which will open up a whole new world of creativity. “The ability to bend and shape metal and incorporate wood and stone is a very exciting opportunity for me.” says Steve, “My greatest satisfaction in creating these primitive works of art is giving them to someone who would enjoy having one.”

Of course renderings or plans of Steve Tentindo’s art are stored electronically in Treeno Software’s ECM. Give him a call and he’ll tell you all about it. 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit on the Web at http://www.treenosoftware.com/
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com http://www.treenosoftware.com/

Tuesday, March 23, 2010

Workflow Reports in Treeno

Now that you have created and are using Treeno Workflow let us show you how easy it is to generate reports. Treeno provides you with four standard reports found in Settings under Reports:
• Average Time To Process
• Total # of Workflows
• Individual Workflows
• Work in Progress

Average Time To Process
The average time to process report allows the administrator to report on specific completed workflows. This report will report on the total time to process each workflow of a particular type for a specific start date and can be sorted by Total Time or Start Date. The result will show total process time for each item, the start time, end time, status, username, node name, cabinet, and folder information. Just enter a date, choose the workflow and click on Generate Report.



The results are output into a format that can be opened by Microsoft Excel to be used to create charts and graphs as well and calculating averages, standard deviations and other analysis to enhance the productivity of your team.



Total Number Of Workflows
The total number of workflows will give the administrator a holistic view of all the documents that were initiated for the defined period of time. This is broken out by workflows on the system. Just enter the desire rage of dates and click on Generate Report.






Workflows started from March 1, 2006 to March 8, 2010
Workflow: Purchase Requisition
Total: 47
Workflow: Applicant review
Total: 43
Workflow: Title Process
Total: 2
Workflow: Ticket
Total: 0
Workflow: Cooley
Total: 5812
Workflow: Audit Approval
Total: 12

Individual Workflow Report
The administrator has the ability to report on an individual for the defined period of time. This tool will provide the administrator a view into how many documents the user has processed. This reports on the action performed, the date and time of the action, the node name, any notes added, and the specific cabinet and folder the workflow was assigned for the user for the specified period. Just choose the user and select the date range.







Work In Progress
This report defines work that is in progress per named workflow. It will name the total time documents have resided in queue and amount of time that has elapsed since the node has been notified. It will define the status of the workflow and which nodes currently possess the action. This report will identify the following: total time, start time, current time, total time since last notification, last notification, status, user name, node name, cabinet and folder information. Enter the date, desired sort and Workflow.

Additional Features
One additional reporting feature is found in Settings under Workflow. This is View Workflow History. Every item in the workflow is audited and recorded. The history of a document is also maintained at the folder view while the workflow is in process or completed. Treeno audits on the following workflow criteria. This workflow history search tool allows the organization to create their custom reports. Enter as little or as much information as you desire to narrow or broaden your report.

Tuesday, March 9, 2010

Treeno Software Helps Insurance Agency Save $3000-5000 A Month

Clark-Mortenson Agency is one of the largest independently owned insurance and financial services agencies in Northern New England with eight locations. The bulk of its clients are based in New Hampshire, Vermont and Massachusetts. Business account specialties include commercial property, general liability, worker's compensation, Benefits Plus worksite market program, bonds and employee benefits. As Clark-Mortenson expanded its offices and operations from its Keene, New Hampshire hub, it faced an efficiency problem. “As we expanded our agency, we needed a method that would allow our enterprise-wide employees to locate and manage specific files in real-time,” says Dee Belanger, accounting manager at Clark-Mortenson Agency. “We needed to avoid the time sink of having our employees physically call from one office to another just to locate documents. We used to spend a tremendous amount of time filing and managing paper documents,” says Belanger. “And, the lack of a central information repository and enterprise-wide access to that information was hindering our employee’s ability to effectively service our valued clients.” With both paper and electronic documents scattered throughout eight offices, sometimes just finding a document was a challenge. “In many instances, we needed to search for documents in multiple locations,” Belanger says. “And when a client called in, we would tell them that we needed to call them back with the information. The entire process was a challenge to our operational efficiency and it was costing our company money.”

What Clark-Mortenson needed was to implement an electronic content and document management system that would allow registered users to quickly locate and share timely information regardless of their geographic location. But they were unsure where to begin. “We looked at a wide variety of document and image management systems but they all forced us to change our existing workflow process which would be disruptive and expensive.” says Belanger. “Our primary criterion for choosing a system was that it had to be easy-to-use, fast-to-learn, and it needed to integrate with our current mainstay applications with little disruption to our employees.” Clark-Mortenson chose TreenoCGM. TreenoGCM is an easy-to-use yet extremely powerful global content management system that empowers insurance companies of all types and sizes to improve their operational efficiency by capturing, organizing and sharing any type of digital or paper-based document within a secure, central repository. Unlike many other content/document management solutions, TreenoGCM integrated with current administration, audit and compliance environments. It also integrated with the agency’s existing business software including Sagitta Agency Management System. Since implementing TreenoGCM, the New England insurance company has reduced its annual document retrieval and filing time by over twenty four-hundred person hours which represents a $3,000-$5,000 per month cost savings. This new found time has enabled Clark-Mortenson employees to concentrate on what they do best—servicing customers. “We no longer focus on paper and where it goes, but instead on our clients specific needs.” According to Belanger, customer service representatives now offer to send electronic documents to clients via email. “This new feature has become a key differentiator for us and has been well received by our customers,” says Belanger. Belanger says that people throughout Clark-Mortenson credit the TreenoGCM system as an integral part of meeting the company’s strategic goals. “I’ve been very happy, but the true test was with our own salespeople,” she says. The implementation passed the “hard-to-please” salesperson test with flying colors. “Treeno worked with us each step of the way, and personalized the system to meet our specific needs,” says Belanger. “Over the years we’ve instituted several technological advancements in our agency to support our mission of being our client's trusted advisor and hands down, the Treeno system was the easiest to institute. Training time takes less than a half-hour, system usage is simple and Treeno’s support staff is world-class.”

To learn more about how Treeno can help your organization, call us at 1-800-528-5005 (U.S. & Canada), 1-603-570-4317 (outside of U.S. and Canada) or visit us on the Web at www.treenosoftware.com
951 Islington Street Portsmouth, NH 03801 800.528.5005
solutions@treenosoftware.com www.treenosoftware.com

Tuesday, February 23, 2010

The ABC of CD

From time to time you might be asked by another department or third party for copies of content you have stored using Treeno. For example title companies use it to distribute closing documents electronically to their clients, some clients use it to archive documents, others have used it for legal discovery and audits. With Treeno Software you are able to burn the info needed by the lawyers or auditors and can provide them the CD/DVD. To do this Treeno provides the option to make an ISO file to be burned to CD. Here are a few simple steps to accomplish this.
1. Login to Treeno.
2. Search for the files you desire to zip.
3. Click on the CD image in the upper right.






4. A message “ISO files will be placed in your personal inbox.
Creating the CD's may take a couple hours depending on the amount of data requested.
ISO files will be prefixed with 4 digit year, 2 digit month, 2 digit day, then a 24 hour timestamp and have the extension .iso.
An example filename would be like 20070101080023disk_1.iso.
Large files will download at the max speed of your internet connection.” will appear on your screen.
5. Go to your personal inbox in Treeno and you will see the file as described above with the extension

ISO files are actually images of complete CDs compiled as one whole image file (*.iso. ISO images can be loaded into several different CD/DVD recording software packages to create CDs or DVDs.
ISO Recorder is a Windows XP freeware utility that uses native Windows XP functions to write images to a CD. You can download this utility from the author's Web page. When the program is installed, it is automatically associated with the ISO file extension in Windows Explorer. For more information about this utility, visit the author's Web page at http://isorecorder.alexfeinman.com/isorecorder.htm
Steps to create a CD if you have installed ISO Recorder Power Toy:
1. Save the ISO CD or DVD image to a folder on your computer.
2. Insert a blank CD or DVD in your CD-RW drive.
3. Start Windows Explorer.
4. Locate the ISO file, right-click the file name, and then click Copy image to CD to open the ISO Recorder Wizard.




5. Follow the steps in the wizard to write the image to the CD.


To create a CD from other third party software please see the instructions that came with that software.

Start organizing your paperless office today. Contact us!

Fred Abaroa
Treeno

Tuesday, February 16, 2010

Clients Are What Make A Business Successful

Clients are what make a business successful. At Treeno Software we think our clients are the best and sometimes very unique. This article is about one of those unique clients, the Township of The Archipelago. The Township is situated on Georgian Bay and encompasses a large portion of the 30000 Islands. The distance from the south end of the south area to the north end of the north area is approximately 60 miles and the two are separated by Carling Township, whose southern boundary touches Parry Island in front of Parry Sound. The total land area of the Township of The Archipelago is approximately 85,000 hectares (Metropolitan Toronto for comparison purposes is about 60,000 hectares) and the many bays, rivers, lakes and water channels which constitute such an important part of the Township, cover an area about three times that size. Much of the land area is undeveloped and a large part is Crown Land. In the south, 83percent of the mainland and 70 percent of the islands remain in the public domain and in the north, 96 percent of the mainland and 50 percent of the islands.
In a number of ways, the Township of The Archipelago represents a departure from traditional forms of local government in Ontario, but its establishment has provided an opportunity for many people who have a long connection with the area to make a constructive contribution to its development.

The general goal of the Official Plan of The Township of The Archipelago is to preserve the unique and high quality of the natural environment which leads to a recreational experience that is both relaxing and aesthetically appealing to property owners and visitors who use the area, and is designed to make both property owners and visitors realize that they share equally in the responsibility of attaining this goal.

The first settlers in the area of The Archipelago were interested in fur trading, lumbering and commercial fishing. Once these resources were substantially exhausted there was little remaining from which to make a living since agriculture was not practical and communications were poor.

During the latter part of the 19th Century sportsmen began to hear about the excellent fishing and hunting in the area and gradually a few camps and lodges were built. Generally these buildings were of simple wooden construction. There was almost no building of cottages during this period except on the islands in the vicinity of Pointe au Baril Station. The South Channel from Rose Point to Sans Souci was entirely wild and in the Sans Souci and Woods Bay Neighbourhoods there were almost no cottages. The principal recreations were fishing, hunting and enjoyment of the natural wild beauty of the area by camping and boating.

After 1900, with the coming of improved railway and steamship services, more cottages were built in the Pointe au Baril Neighbourhood and a number were built in the Sans Souci and Woods Bay Neighbourhoods. The pace of construction was relatively slow on comparatively large acreages. The cottages were constructed of local lumber and were for the most part simple in design and suitable for an informal lifestyle. The cottages varied in size but many were small. A substantial number of cottagers were Americans. All construction stopped during the First World War and did not resume until the 1930's and even then development was rather slow. After the Second World War, with the development of the reliable high speed outboard motor and the extensive improvement of provincial highways, the rate of cottage development greatly increased. Around the turn of the 20th century Crown land in the Archipelago could be purchased from the Province at $10.00 per acre. There was no limit as to the number of acres one could acquire, and there were no conditions as to building or the purpose of the purchase. In due course the amount of Crown land which could be acquired by one person was limited to one island, and a condition requiring that a cottage be constructed on the property was imposed.

Travel by boat in The Archipelago is the most common type of transportation. In addition to being a necessity, boating in a natural environment setting is also the major recreational pursuit.

The Archipelago is a showcase for the Precambrian Shield, having an area of rocky shores, islands, shoals, varying depths of water, large clean inland lakes and a vast amount of undeveloped and inaccessible land. The land, where soil exists, is heavily treed by mixed forests with a moderately broken topography all of which results in one of the most beautiful areas of the Province.

This land, however, can be considered extremely fragile with respect to its ability to withstand development. The shallow soils or barren rock provide little buffer from nutrient loading to the numerous waterbodies. Because this constraint upon development is so severe, it becomes a major consideration for the Township, notwithstanding the Provincial government's jurisdiction over the environment.

The Office of the Township of The Archipelago with it 20-25 employees is charged with carrying out the official plan, found at the township website. It is a joy and a pleasure to work with them. I hope to have my Kayak out there someday.

Contact us today!

Fred Abaroa
Treeno


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Tuesday, February 9, 2010

Case Study: Title Companies

Accurate Title has been providing real estate closing and title services to lenders, buyers, sellers and realtors throughout New Hampshire, Massachusetts and Maine since 1984. The company began to feel the pressure of increased customer demand for immediate access to business-critical information.

“We obtain closing documents from lenders around the country; prepare them for the closing to meet individual guidelines, we search titles, research mortgages, taxes--all the specifics to do with a piece of property,” said Susan Contos, general manager of Accurate Title. “Essentially, the problem was paper overload. With each purchase transaction of real estate that we handle, 100-250 pieces of paper are generated and stored in our office. We were trying to keep two year’s files on site and 10 years off site.” Literally overwhelmed with active and archival files, Accurate Title needed to find a better way to manage its documents and to better serve its clients.

Staff acceptance was another priority. Not everyone in the company was anxious to implement an unfamiliar technological solution. New systems typically spell disruption, exhaustive training efforts, and ultimately lost productivity due to slow ramp up time. In order to ensure company-wide acceptance, whatever solution Accurate Title chose needed to allow them to continue to work within existing closing software applications and it needed to be easy to learn and use.

The staff at Accurate Title became intrigued by the Treeno system because it could easily integrate with the company’s existing business document closing application and other line of business tools. Changing the way that the NH-based company was accustomed to working was not an option.

Accurate Title implemented the TreenoGCM system in May 2004, and the initial implementation took only two days, which including training. “Our content/document management system is highly secure and extremely feature rich and it's completely Web-based, there's no client software to install on each desktop, and when we add new features, the software gets immediately updated,” said Will Thibodeau, CTO of Treeno. To minimize the internal learning-curve of a new system, Accurate Title appointed a staff member as the liaison between Treeno and the company’s internal workgroups, which quickly improved communication and streamlined the implementation process. “We communicated with Treeno on a day-to-day basis during the implementation, and within 24-hours, the system was almost completely functional,” Contos said. “It’s an easy system to use and Treeno worked very hard to integrate the system into our existing way of doing business. They did not try to change the way in which we were accustomed to working which was a huge factor in our decision to partner with them on this project.”

Today, Accurate Title employees and customers are reaping the rewards of TreenoGCM in a variety of tangible ways. Contos has seen a marked improvement in workflow since the Treeno implementation. Internal processes that once required hours and literally hundreds of pieces of paper are now reduced to a handful of easy steps. Additionally, Accurate Title’s new-found ability to access company files from anywhere and at any time has enabled the company to expand its business. Since deploying Treeno, Accurate Title has opened branch offices in Portsmouth and Meredith, NH, and access to information is instantly available to team members and clients located in remote locations. “With our new system in place, we can process important files and email them versus mailing or delivering them which is a tremendous operational efficiency improvement,” Contos said. Accurate Title gives clients the option of receiving a digital copy of their file, rather than leaving the office carrying pounds of paper. “We will continually find new and productive ways to utilize the Treeno system,” Contos said. “I feel as though it has made us much more efficient and technologically innovative. We are ahead of the curve with content and document management. The implementation was very quick, the internal training effort was minimal and the integration with our existing applications was seamless. Now we can focus on extending its benefits.”

Could you use the same solution? Contact us today!

Fred Abaroa
Treeno

Tuesday, February 2, 2010

30 Years of Wishing fo the Paperless Office

It had been several hours since I had seen the light of day. My final computer science project was now complete on a stack of nearly 1000 cards. I just needed to keep them safe and orderly until I could reach the system administrator and turn it in. Not fifty feet from the door I was bump, the stack went to the floor, the precious rubber band broke and cards went flying down the hall. It would take hours to gather and put the cards back in order. When will we live in a paperless world?

30+ years later, welcome to my paperless office. Gone is that stack of cards, now I can type directly into my computer. I can drag and drop my content directly into my content management system. I’ve cleared a whole office of file cabinets. I now have control over all my documents and file types including scanned files, Microsoft Office documents, emails, faxes, as well as rich media files such as video and audio files. I can retrieve or view them from any internet device. I can easily create workflows, increasing efficiency and reporting capabilities.

2010 is a great year for content management and this blog will give you case studies, tips & tricks, advice and will take you into the secret life of Treeno Software, a proven leader in enterprise content management (ECM).

Need a solution? These industries are already in love with Treeno:
• Energy
• Financial Services
• Healthcare
• Higher Education
• Insurance
• Legal
• Government
• K-12 School Districts
• Manufacturing
• Real Estate

Contact us today!

Fred Abaroa
Treeno