Showing posts with label workflow. Show all posts
Showing posts with label workflow. Show all posts

Friday, November 4, 2011

A Big Tip for Restaurants


Restaurant chains and management groups are searching for proven ways to automate the paper-intensive accounts payable management process. They’re looking for greater efficiency, cost reductions and maximum per unit profitability.

There are challenges:
• The restaurant units may be geographically distributed.
• Purchasing is performed by the restaurant manager at the unit level.
• Invoices are delivered to the local restaurant.
• A.P. is centralized at the corporate headquarters.

It’s also important that systems be simple and fast at each restaurant’s location. We know managers have time constraints and, oftentimes, basic computer and scanning equipment.

Get a document management system that automates the constant flow of AP paperwork. One that is flexible enough to handle email attachments, digital fax copies and paper scans. Depending on your corporate IT preferences, it should be able operate on a local server or as a cloud solution.

Here’s your big tip: The Treeno Document Management system is designed for all that and more. We know the challenges restaurant groups face. And there are a lot of them who will confirm how easy we make it.

So, if you are facing piles of invoices and looking to streamline your restaurants’ operations, consider the benefits of AP process automation with Treeno.

Surely, that tip’s worth more than 20%.

Thursday, October 20, 2011

Strong Advocates for the Managed Print Services Industry

This week Treeno Software became the newest member of the Managed Print Services Association (MPSA). The MPSA is an independent, not-for-profit organization that serves the emerging MPS industry. We’re happy to participate in this important segment of our industry – to share our expertise and to learn from others.

“We have been involved with MPS since the deployment of the first Treeno Document Management system in 2002,” said Steve Tentindo, president and CEO of Treeno. “Our reseller partners frequently provide MPS to their clients. In fact, one of our partners describes the combination of MPS and document management as a top-down and bottom-up approach to efficiently managing information,” said Tentindo.

At Treeno, we see managed print services as a natural component of document, content and workflow management. As an MPSA member, we expect to benefit from opportunities for education, best practices and understanding the trends in MPS.

“We believe the MPSA is a valuable resource for everyone involved with MPS and document management,” said Tentindo. “We hope to contribute our knowledge of EDM and workflow management as an important component of a comprehensive MPS solution.”

We appreciate the welcome from the P4P Hotel!

If you’re looking for info on MPSA, visit http://yourmpsa.com/, or contact Joe Barganier, President, Managed Print Services Association at buckeyefenn@att.net.

Monday, September 26, 2011

The GUI Evolution

There is a GUI [goo-ee] evolution. The days of the drab, functional user interface are over. Efficiency aand performance are still critical, but the aesthetics and user experience are increasingly important system requirements.

Who says that a business software application needs to have a cold institutional look and feel? Users have experienced the explosion of mobile apps. Now the notion of how a business application should look and feel has changed dramatically. Like other well designed products, form and function yield a better business software application.

Treeno Software was on the leading edge of web browser-based app development in 2002 when Treeno Document Management Server was introduced. The fact that the application could do the things it did using a web browser gained wide support. Everybody loved the Treeno GUI for its functionality and simplicity. But as the web became ubiquitous, and mobile apps proliferated, Treeno continued to raise the bar on performance – and the user experience.

Always listening, Treeno continues to innovate. High-performance document management is not enough. Treeno is extending the simple functionality that our customers have come to enjoy and expect with a fresh new look and feel. Look for Treeno Document Management 4.0 in early 2012 – an evolution in intelligence and beauty.

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

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, 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, 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 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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