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

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

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