Customer Spotlight

Ohio County Records Center

Need to Standardize

County Commissioners in North Central Ohio had the vision to form a Records Center for the county to serve numerous departments and offices within the County. The center would utilize technology in a standardized way in support of the County record management objectives. The objectives included protecting the integrity of historic records, which were legally required to be archived, while continually striving to improve the level of productivity and reduce costs of the personnel administrating these public records. This newly formed Records Center would require tools to manage multiple documents more efficiently.

CASNET had already worked with numerous departments in the county for several years providing solutions and consulting services for records management. With the help of a professional Records Manager, CASNET helped form the centralized Record Center to facilitate the legal and production aspects required. The task ahead was to enable service to the county's constituents, while finding ways to allow each department with their sometimes unique and fragmented systems, to share and exchange information.

 

The Integrated Document Management Solution

CASNET worked with the County Commissioners and the newly hired Records Manager to formulate the layout, processes and necessary hardware, software and professional service packages to make their objectives reality. Many hours of evaluation of current systems and procedures were necessary to help prioritize the needs of the county and to configure a system which was affordable, yet able to be expanded as needed.

The initial system consisted of high-end document management software from PC Doc's and Optical Technology Group (OTG) plus hardware from Minolta, Kodak and Hewlett Packard. The system was integrated to fulfill the input, manipulation, storage and distribution of most record sets throughout the county. The initial applications for scanning and microfilming were for the Auditor Books containing tax history from the mid 1800's to present, and case files from the Children's Services Department.

 

Easy Access / Ongoing Support

The initial investment in software, hardware and professional services from CASNET has already shown results, due in large part to retiring and selling similar equipment which had been used by various county departments, eliminating costly maintenance fees and allowing the same equipment to be used for multi-department use (repurposing). Standard digital output of information from the Records Center has allowed for easy access and exchange of such between departments, which has reduced the excessive time and cost needed for duplication and courier services. Formal records retention schedules have been formulated for most county departments, which has improved the public's ability to access Public Documents, allowed the Records Center to both scan and microfilm documents simultaneously, and ensured compliance with the Ohio Revised Code. In addition, equipment that allows the Records Center to both scan and microfilm documents simultaneously has brought the County into compliance with the legal preservation of historical documents.

The County Commissioners and CASNET worked together to define solutions to a large number of document management issues through the use of experience and technical tools which could be leveraged. Defining a county-wide standard for storage and retrieval of county records will ultimately save taxpayers money by eliminating multiple platforms and related support costs, while improving access to the information.

Parker Hannifin - Parflex Division

Secured, Reliable and User Friendly eWIX System, Meets the Needs at Parker Hannifin’s Parflex Division

Parker Hannifin’s Parflex Division located in Ravenna, Ohio, offers an extensive selection of hose, tubing, fittings and accessory products for specific fluid-handling applications involving numerous industries and markets. They have also faced an issue of growing paper – it was overtaking their organization.

”We use to spend 30% of our day searching files and pulling multiple requests," stated Janet Doolittle. "Now with eWIX, we can pull the same requests and have the needed documents in seconds, and right at our desk. eWIX saves our department a ton of time."

In 1999, Gary Zavodny, Division Controller, began seeking out document management solutions, specifically for the Accounting Department (AP/AR). What drove his decision was space or lack of it, to store the growing number of documents. With space at a premium, Parflex began storing documents in file cabinets throughout the building, along with stacking banker boxes in the hallways, under desks and even on a second floor in the warehouse.

Faced with the fact that more paper meant a need for more storage, a greater chances of lost and misfiled documents, a lack of standardized filing methods (as no two individuals file the same way), along with extending the time and cost for audits, Parflex knew it was time to address this immediate need, as well as the growing future needs of their documents.

When beginning the search for a solution, Gary and his team wanted a system that would address and treat the problem, not just the symptoms. He needed a partner to work with his needs. Someone who could help him control the upfront capital investment and ongoing support costs, all while creating a solution that would be implemented in weeks not months.

After viewing option after option, Parker Hannifin Parflex found that eWIX exceeded all the needs and requirements. As a web-based document storage and retrieval solution that included “Free Scanning” of their paper files, eWIX was implemented in August of 2000 and they haven’t looked back since.

With the adoption of eWIX, the Parflex Division realized an immediate Return on Investment. The ability to pull needed documents in just a few clicks of a mouse has significantly increased their document retrieval time. When finding and delivering critical information as requested by clients, vendors and internal staff, the Accounting Department no longer has to run around to other departments and buildings to find their documents. The department employees finally got their wish, they now spend their day performing accounting duties and not filing, retrieving or even imaging their documents.

”It is nice to work with a company willing to work with our users [staff] to make the system better, rather than the users conforming to the system."

With eWIX, files are no longer misplaced or lost, and any authorized employee can retrieve records or complete files easily at their PC. This includes access to files and vital records from their facilities Texas, eliminating delays and the frustration of calling and waiting for faxes or mail to arrive with the information.

Good News Travels Fast: Over the past ten (10) years, the eWIX system has grown from just one department to six. Originally implemented in Accounting, today eWIX is now also utilized by; Quality Assurance, Warehouse, Manufacturing, Sales and Human Resources. It provides the staff with the ability to access to over two point three million documents instantly, 24/7.

CASNET and eWIX works for Parker Hannifin because it empowers the employees to perform their job functions without the delays of searching for paper files. From Accounting to Shipping & Receiving, employees at Parflex echoed the same story, CASNET's eWIX saves us time, money and frustration and that allows us to be better employees.

From 2000 to today, the partnership of eWIX and Parker Hannifin is summed up in the following statement from Gary Zavodny,

In addition to the Parflex Division, eWIX was implemented and has served additional Parker Hannifin divisions including: Parker Hannifin Corporate, Industrial Hose Division, Thermo Plastics, Energy Products, Polyflex, and Tube Fittings.

Williams County

New Imaging System Revolutionizes Document Management

The 26 departments of Williams County, Ohio have their hands full serving a population of nearly 40,000. And until recently, county departments were also full of heaps of paper they neither could store nor retrieve effectively.

Overrun with documents – some dating back to when the county was founded in 1820 – county employees scrambled to find space for their growing files. With limited on site storage, they did what any resourceful pack rat would do: Store the documents in various locations around town. Records crept into county office basements, swamped the barn on the historic society’s fairgrounds and even filled a coal bin.

“Paper records took up an unimaginable amount of space,” Linda Scott, director of the Williams County Records Center. “Eventually, it became impossible not to think about an alternate way to manage our documents.”

When Linda Scott, Director of the Williams County Records Center, began to consider replacing microfilming equipment a couple of years ago, upgrading the county’s paper-based system to digital imaging seemed the most logical solution. Scanning paper records would simplify the county’s record keeping practices and free up physical space. Additionally, the ability to store the scanned information on a centralized system would allow personnel to easily access and share information across departments.

 

Multiphase Rollout for Multiple Departments

With more than two dozen departments in multiple locations – each with unique document management needs – upgrading to digital imaging would be Herculean task. The first order of business was to identity the departments that most urgently needed document imaging. This included the Clerk of Courts, whose employees routinely rushed to locate copy and mail files to lawyers who often wouldn’t receive them for up to three days. It also included the Sheriff’s Office, which would benefit from a system that allows a deputy to transmit orders electronically to the sheriff, rather than physically delivering the associated paperwork.

To that end, Williams County decided to gradually transition to a countywide imaging system through a multiphase rollout. Scott, who oversaw much of the project’s installation, determined which departments to bring on during each phase based on their need for the technology and their ability to adapt to and support that technology.

 

Changing the Way Williams County Handles Paper

With the county looking toward a digital future, Scott enlisted the help of CASNET, an Akron, Ohio enterprise content management (ECM) Solutions provider. After assessing Williams County’s workload and departmental needs, CASNET recommended Truper 3200 scanners from Bowe Bell & Howell Scanners (BBH). In particular, it identified Truper 3200’s flatbed scanning option as an asset for scanning the county’s many fragile and odd-shaped documents Prior testing by CASNET also revealed Trupers speed and productivity as the best match for the county’s scanning volumes.

Scott and CASNET began distributed scanning operations at Williams County by outfitting departments at multiple locations with low-volume production scanners that are programmed to send the scanned images or data into a central repository. This move included the Auditor’s Office, Engineer’s Office, Probate Court, Clerk of Courts, Job and Family Services, and the county’s Records Center. CASNET quickly trained departmental employees to operate Truper so that they could begin scanning.

The scanned information is managed, shared and archived using OnBase software, the county’s primary document management system. Additionally, Williams County integrated several other software components into its imaging system to help with specific document management needs. The Clerk of courts, for example, uses MAXIMUM CourtView, a program that helps manage caseload, docketing and document imaging. The Job and Family Services department employs an application enabler and Ohio state software for human services.

While state regulations requires Job and Family Services to house their document images on a separate server, document images from all other departments are stored on a central server for easy access.

To date, the clerk of Courts, Probate Court, Auditor’s Office and Child Support Enforcement Agency along have more than 1.8 million document images on the system – from marriage records to court case files.

 

Truper to the Rescue

The scale of scanning projects is as varied as Williams County’s departments. The Clerk of Courts, for example, is digitizing documents that date back to 1988, when it first transitioned to a computer system. The Probate Court has completed scanning its records dating back to 2000, but also must revisit the 1800s to scan fragile estate and genealogy records.

Truper’s exceptional speed and functionality help department personnel scan with ease. A durable production scanner, Truper allows for increased productivity by scanning documents at up to 62 pages per minute, with a duty cycle of 10,000 pages per day. Scott especially praised the scanner’s duplex mode, which scans up to 106images per minute. Truper also comes bundled with VirtualReScan™ (VRS) image enhancement software that automatically corrects document images for brightness, clarity and color. This feature is particularly valuable to the Clerk of courts, which often scans faded fax sheets and delicate, thermal paper copies.

For fragile, exception and bound documents, such as the Clerk of courts’ thermal paper copies, Truper 3200’s flatbed is ideal. The flatbed also handles the Probate court’s old estate records and 14-inch by 17-inch pages extracted from ledger-sized books with ease. The Clerk of courts also benefits from the ability to control Truper’s Ultrasonic Multifeed Detection feature, which ensures that every document fed is scanned. Because notes and mail receipts are taped to many documents, the court enlists Truper’s Multifeed ignore function, which allows users to disregard these items and continue scanning.

 

Departments Reap System Benefits

The department’s ability to share and retrieve information as soon as it’s on the central server is invaluable. For Williams County, this means far less time spent searching for files and making copies, as well as happier, more productive employees.

The public also benefits. Citizens now can receive public files – from a genealogy record to a civil case file – over e-mail without waiting for a Probate Court or Clerk of Courts employee to find and copy those documents.

“The imaging systems has made is possible to instantly access files regularly requested by the public as well as county departments,” Scott said. “Prior to document imaging, there were instances where an employee spent days searching for a mislaid file.”

Even 10 minutes saved can made a world of difference when dealing with a high volume of requests. For example, it used to take Probate Court employees up to 15 minutes to locate a marriage license and make copies for a citizen. Now, it requires only a few minutes to draw up and certify a license. Similarly, Clerk of courts employees now can send lawyers their requested indictments, motions or judgments electronically.

“The process for an employee to send a document or case file used to take an inordinate amount of time, what with finding the file, tearing it apart, making copies, stuffing envelopes and handling postage and mailing,” Scott said. “Now, the document imaging system allows an employee to bring up documents on-screen and send them via e-mail.”

Williams County also has substantially reduced the amount of paper stored. After completing regular schedules of retention and disposition to approve the length of time necessary to retain a permanent record on paper, the county has rid itself of many paper documents, such as budget reports and meeting minutes. Once scanned, some county documents are also converted to microfilm to comply with Ohio state requirements that permanent county records remain in an eye-readable format. Eye-readable records, such as paper or microfilm, do not require hardware and software to access the data they hold.

As scanning and microfilming continues, Scott predicts that more paper will exit than enter. Already, with its back-file conversion project well underway, the Child Support Enforcement Agency in Job and Family Services no longer creates paper files, and the Clerk of Courts is working to scan documents as soon as it receives them.

 

A Digital Future

Williams County document management system has facilitated information sharing throughout the county and state. It also has helped save time, cost and labor in terms of hunting for files and making copies, as well as mailing or physically delivering paperwork.

Looking ahead, Williams County aims to add several more departments per year until the majority of them are using the imaging system. And with seven satisfied, information-sharing departments already on board, many of those remaining crave document digitization.

With its new imaging system in full swing, Williams County can better concentrate on keeping its barn uncluttered, and its employees and public well served.