Your filing cabinets are full and the file room just can’t hold one more cabinet or storage box. The monthly document storage facility fees and retrieval costs are starting to add up. Employees are spending too much time filing paper and searching through filing cabinets. You are concerned about a disaster jeopardizing the safety and security of your important files. Sound familiar?
What if you could quickly and efficiently turn all your paper documents into electronic files that are easily accessed from a single, secure repository? Think of the benefits:
• Faster customer response
• Improved business operations
• Peace of mind
• Better employee morale
It’s remarkably simple to get there. Treeno’s Rapid Document Archive system is designed to get you online quickly. Many of our customers have used it to turn mountains of paperwork into streamlined information.
The Treeno Document Management system prints a barcode that automatically routes a scanned document file to a specific searchable folder. It’s really that easy. As files are scanned the Treeno system recognizes the barcode and stores them exactly where you want them.
If your staff is time challenged, Treeno or our partners can manage the entire process from start to finish. We promise it’s easy. You may even choose to have interns or temporary employees help you to complete your back filing process.
Showing posts with label paperless. Show all posts
Showing posts with label paperless. Show all posts
Tuesday, October 11, 2011
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, 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
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
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
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, 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/
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/
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, 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.
Additional Features
• 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.
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.
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
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 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
View Larger Map
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
View Larger Map
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