<ul><li>Share Your Story With Us! </li></ul><ul><li>Jay O’Brien </li></ul><ul><li>Account Manager </li></ul><ul><li>Laserf...
<ul><li>How Laserfiche Helps Central San </li></ul><ul><li>What We Did and How We Did It </li></ul><ul><li>John Phillips <...
<ul><li>Needs & Objectives </li></ul><ul><ul><ul><li>Easier Access </li></ul></ul></ul><ul><ul><ul><li>Application Integra...
<ul><li>Wastewater Collection & Treatment </li></ul><ul><li>450,000 Residents </li></ul><ul><li>270 Employees </li></ul><u...
<ul><li>Prime Users </li></ul><ul><ul><ul><li>Secretary of Board </li></ul></ul></ul><ul><ul><ul><li>Permit Counter </li><...
<ul><li>Disaster Recovery </li></ul><ul><li>Agenda </li></ul><ul><li>Minutes </li></ul><ul><li>Ordinances </li></ul><ul><l...
<ul><li>60 years of records </li></ul><ul><ul><ul><li>From 1946 </li></ul></ul></ul><ul><li>10,000 documents </li></ul><ul...
<ul><li>Legal copies in LF </li></ul><ul><li>Historical & Current </li></ul><ul><li>Nightly Backup </li></ul><ul><li>Exist...
<ul><li>Snapshot </li></ul><ul><ul><ul><li>Body of document </li></ul></ul></ul><ul><li>Scanning </li></ul><ul><ul><ul><li...
<ul><li>Employee Intranet </li></ul><ul><li>WebLink </li></ul><ul><ul><ul><li>Board Reports </li></ul></ul></ul><ul><ul><u...
Additional Benefits - Public <ul><li>Website Links </li></ul><ul><li>Recent Postings </li></ul><ul><ul><ul><li>Automatic U...
<ul><li>Integration </li></ul><ul><ul><ul><li>Sungard HTE Permits </li></ul></ul></ul><ul><ul><ul><li>Beginning 1993 </li>...
<ul><li>Documents linked to HTE record </li></ul><ul><li>User opens HTE record </li></ul><ul><li>Selects document (image) ...
<ul><li>HTE sends request to Laserfiche </li></ul><ul><ul><ul><li>View Document </li></ul></ul></ul><ul><ul><ul><li>Add Ne...
<ul><li>Template Fields </li></ul><ul><ul><ul><li>6-8 provided </li></ul></ul></ul><ul><ul><ul><li>Need 14 </li></ul></ul>...
<ul><li>Quickfields </li></ul><ul><ul><ul><li>Populate Missing Template Fields </li></ul></ul></ul><ul><ul><ul><li>Create ...
<ul><li>Backlog Complete </li></ul><ul><ul><ul><li>25,000 permits </li></ul></ul></ul><ul><li>Daily Activity </li></ul><ul...
<ul><li>1948 – 1993 </li></ul><ul><ul><ul><li>95,000 pages </li></ul></ul></ul><ul><li>Scanning Complete </li></ul><ul><li...
<ul><li>District Construction Project Records </li></ul><ul><ul><ul><li>Maps / Plans / Fees / Correspondence </li></ul></u...
<ul><li>District GIS System </li></ul><ul><li>Sewer Lines </li></ul><ul><li>Related Data </li></ul><ul><ul><ul><li>Dimensi...
<ul><li>Field Staff </li></ul><ul><ul><ul><li>Maintenance </li></ul></ul></ul><ul><ul><ul><li>Repair </li></ul></ul></ul><...
<ul><li>Secretary of the Board </li></ul><ul><ul><ul><li>Documents are protected and recoverable </li></ul></ul></ul><ul><...
<ul><li>Permit Counter </li></ul><ul><ul><ul><li>Integrated with HTE </li></ul></ul></ul><ul><ul><ul><li>Improved access <...
<ul><li>GDI </li></ul><ul><ul><ul><li>Easy access for field staff </li></ul></ul></ul><ul><ul><ul><li>Efficient management...
<ul><li>Folder Structure </li></ul><ul><ul><ul><li>User Comfort </li></ul></ul></ul><ul><ul><ul><li>Experiment & Test </li...
<ul><li>Questions? </li></ul><ul><li>Feel free to ask below or directly through </li></ul><ul><li>the LinkedIn group discu...
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Central Contra Costa Sanitary District 2010

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  • Your California Team

    Dominic Grillo - dgrillo@laserfiche.com
    John-Paul Sansone - jsansone@laserfiche.com
    Jay O’Brien - jay.obrien@laserfiche.com
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Central Contra Costa Sanitary District 2010

  1. 1. <ul><li>Share Your Story With Us! </li></ul><ul><li>Jay O’Brien </li></ul><ul><li>Account Manager </li></ul><ul><li>Laserfiche </li></ul>California
  2. 2. <ul><li>How Laserfiche Helps Central San </li></ul><ul><li>What We Did and How We Did It </li></ul><ul><li>John Phillips </li></ul><ul><li>I T Analyst </li></ul><ul><li>Central Contra Costa Sanitary District </li></ul>
  3. 3. <ul><li>Needs & Objectives </li></ul><ul><ul><ul><li>Easier Access </li></ul></ul></ul><ul><ul><ul><li>Application Integration </li></ul></ul></ul><ul><ul><ul><li>Improved Disaster Recovery </li></ul></ul></ul><ul><ul><ul><li>Physical Space </li></ul></ul></ul><ul><li>Major Applications </li></ul><ul><li>Accomplishments </li></ul><ul><li>Tools & Techniques </li></ul>Presentation Overview
  4. 4. <ul><li>Wastewater Collection & Treatment </li></ul><ul><li>450,000 Residents </li></ul><ul><li>270 Employees </li></ul><ul><ul><ul><li>200 at HOB Martinez </li></ul></ul></ul><ul><ul><ul><li>19 Remote Locations </li></ul></ul></ul><ul><li>Laserfiche since 2003 </li></ul>Central Contra Costa Sanitary District
  5. 5. <ul><li>Prime Users </li></ul><ul><ul><ul><li>Secretary of Board </li></ul></ul></ul><ul><ul><ul><li>Permit Counter </li></ul></ul></ul><ul><ul><ul><li>GDI (GIS) </li></ul></ul></ul><ul><li>Others </li></ul><ul><ul><ul><li>Laboratory (legal mandate) </li></ul></ul></ul><ul><ul><ul><li>Human Resources </li></ul></ul></ul><ul><ul><ul><li>Risk Management </li></ul></ul></ul><ul><ul><ul><li>Right of Way </li></ul></ul></ul><ul><ul><ul><li>more coming … </li></ul></ul></ul>Laserfiche Users . . .
  6. 6. <ul><li>Disaster Recovery </li></ul><ul><li>Agenda </li></ul><ul><li>Minutes </li></ul><ul><li>Ordinances </li></ul><ul><li>Resolutions </li></ul><ul><li>Supporting Documents </li></ul>Secretary of the District (Board of Directors)
  7. 7. <ul><li>60 years of records </li></ul><ul><ul><ul><li>From 1946 </li></ul></ul></ul><ul><li>10,000 documents </li></ul><ul><li>70,000 pages </li></ul>Disaster Recovery - Historical
  8. 8. <ul><li>Legal copies in LF </li></ul><ul><li>Historical & Current </li></ul><ul><li>Nightly Backup </li></ul><ul><li>Existing staff </li></ul><ul><ul><ul><li>Some summer help </li></ul></ul></ul><ul><li>One Year for scanning </li></ul>Disaster Recovery Solution
  9. 9. <ul><li>Snapshot </li></ul><ul><ul><ul><li>Body of document </li></ul></ul></ul><ul><li>Scanning </li></ul><ul><ul><ul><li>Signature page </li></ul></ul></ul>Board Documents - Current Process
  10. 10. <ul><li>Employee Intranet </li></ul><ul><li>WebLink </li></ul><ul><ul><ul><li>Board Reports </li></ul></ul></ul><ul><ul><ul><li>Permit Files </li></ul></ul></ul><ul><ul><li>“ I’ve been looking for that!” </li></ul></ul>Additional Benefits - Staff
  11. 11. Additional Benefits - Public <ul><li>Website Links </li></ul><ul><li>Recent Postings </li></ul><ul><ul><ul><li>Automatic Updates </li></ul></ul></ul><ul><li>Historical </li></ul><ul><ul><ul><li>Browse </li></ul></ul></ul><ul><ul><ul><li>Search </li></ul></ul></ul>
  12. 12. <ul><li>Integration </li></ul><ul><ul><ul><li>Sungard HTE Permits </li></ul></ul></ul><ul><ul><ul><li>Beginning 1993 </li></ul></ul></ul><ul><li>Access </li></ul><ul><ul><ul><li>Microfiche Permits </li></ul></ul></ul><ul><ul><ul><li>1946 – 1993 </li></ul></ul></ul><ul><li>Physical Space </li></ul><ul><ul><ul><li>Job Files </li></ul></ul></ul><ul><ul><ul><ul><ul><li>Maps </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Plans </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Fees </li></ul></ul></ul></ul></ul>Permit Counter - Goals
  13. 13. <ul><li>Documents linked to HTE record </li></ul><ul><li>User opens HTE record </li></ul><ul><li>Selects document (image) function </li></ul><ul><ul><ul><li>View existing </li></ul></ul></ul><ul><ul><ul><li>Add new </li></ul></ul></ul>Permit Counter – HTE Integration Concept
  14. 14. <ul><li>HTE sends request to Laserfiche </li></ul><ul><ul><ul><li>View Document </li></ul></ul></ul><ul><ul><ul><li>Add New Document </li></ul></ul></ul><ul><li>Laserfiche Client </li></ul><ul><ul><ul><li>Displays document </li></ul></ul></ul><ul><ul><ul><li>Opens for scanning </li></ul></ul></ul><ul><ul><ul><ul><ul><li>Auto-populate template fields </li></ul></ul></ul></ul></ul>Permit Counter – HTE Process
  15. 15. <ul><li>Template Fields </li></ul><ul><ul><ul><li>6-8 provided </li></ul></ul></ul><ul><ul><ul><li>Need 14 </li></ul></ul></ul><ul><li>Bulk Processing </li></ul><ul><ul><ul><li>Not Supported </li></ul></ul></ul>Permit Counter – HTE Limitations
  16. 16. <ul><li>Quickfields </li></ul><ul><ul><ul><li>Populate Missing Template Fields </li></ul></ul></ul><ul><ul><ul><li>Create Folders, if needed (by year) </li></ul></ul></ul><ul><ul><ul><li>Move Document to Folder </li></ul></ul></ul><ul><li>Custom HTE Module </li></ul><ul><ul><ul><li>Create link in HTE DB </li></ul></ul></ul><ul><li>Database Process </li></ul><ul><ul><ul><li>Update HTE Link Table </li></ul></ul></ul>Permit Counter – HTE Workaround
  17. 17. <ul><li>Backlog Complete </li></ul><ul><ul><ul><li>25,000 permits </li></ul></ul></ul><ul><li>Daily Activity </li></ul><ul><ul><ul><li>Still batch </li></ul></ul></ul><ul><ul><ul><li>Real-time pending </li></ul></ul></ul>Permit Counter – HTE Permit Results
  18. 18. <ul><li>1948 – 1993 </li></ul><ul><ul><ul><li>95,000 pages </li></ul></ul></ul><ul><li>Scanning Complete </li></ul><ul><li>Template Fields Pending </li></ul><ul><ul><ul><li>No Database </li></ul></ul></ul><ul><ul><ul><li>Possible APN Link </li></ul></ul></ul>Permit Counter - Microfiche
  19. 19. <ul><li>District Construction Project Records </li></ul><ul><ul><ul><li>Maps / Plans / Fees / Correspondence </li></ul></ul></ul><ul><ul><ul><li>200,000 Pages + </li></ul></ul></ul><ul><li>Physical Space </li></ul><ul><li>Template Fields </li></ul><ul><ul><ul><li>Possible Links </li></ul></ul></ul><ul><ul><ul><ul><li>Permit # </li></ul></ul></ul></ul><ul><ul><ul><ul><li>APN # </li></ul></ul></ul></ul><ul><li>Work in Progress </li></ul>Permit Counter - Job Files
  20. 20. <ul><li>District GIS System </li></ul><ul><li>Sewer Lines </li></ul><ul><li>Related Data </li></ul><ul><ul><ul><li>Dimensions </li></ul></ul></ul><ul><ul><ul><li>Capacities </li></ul></ul></ul><ul><ul><ul><li>Cleaning Schedules </li></ul></ul></ul><ul><li>Linked Documents </li></ul><ul><ul><ul><li>Permits </li></ul></ul></ul><ul><ul><ul><li>Parcel Maps </li></ul></ul></ul><ul><ul><ul><li>Record Drawings </li></ul></ul></ul>GDI
  21. 21. <ul><li>Field Staff </li></ul><ul><ul><ul><li>Maintenance </li></ul></ul></ul><ul><ul><ul><li>Repair </li></ul></ul></ul><ul><li>Remote Access </li></ul><ul><ul><ul><li>Maps </li></ul></ul></ul><ul><ul><ul><li>Drawings </li></ul></ul></ul>GDI - Benefits
  22. 22. <ul><li>Secretary of the Board </li></ul><ul><ul><ul><li>Documents are protected and recoverable </li></ul></ul></ul><ul><ul><ul><li>Easy access for staff and public </li></ul></ul></ul><ul><ul><ul><li>Reduced workload </li></ul></ul></ul><ul><ul><ul><ul><li>“ We use it everyday.” </li></ul></ul></ul></ul><ul><li>Tools </li></ul><ul><ul><ul><li>Client Scanning </li></ul></ul></ul><ul><ul><ul><li>Snapshot </li></ul></ul></ul><ul><ul><ul><li>WebLink </li></ul></ul></ul>Summation
  23. 23. <ul><li>Permit Counter </li></ul><ul><ul><ul><li>Integrated with HTE </li></ul></ul></ul><ul><ul><ul><li>Improved access </li></ul></ul></ul><ul><ul><ul><li>Physical space relief </li></ul></ul></ul><ul><li>Tools </li></ul><ul><ul><ul><li>Client Scanning </li></ul></ul></ul><ul><ul><ul><li>Quickfields </li></ul></ul></ul><ul><ul><ul><li>Integration Express </li></ul></ul></ul><ul><ul><ul><li>Custom HTE Module </li></ul></ul></ul><ul><ul><ul><li>Custom Database Queries </li></ul></ul></ul><ul><ul><ul><li>WebLink / WebAccess </li></ul></ul></ul>Summation
  24. 24. <ul><li>GDI </li></ul><ul><ul><ul><li>Easy access for field staff </li></ul></ul></ul><ul><ul><ul><li>Efficient management of maps and records </li></ul></ul></ul><ul><li>Tools </li></ul><ul><ul><ul><li>Client Drag & Drop </li></ul></ul></ul><ul><ul><ul><li>WebLink </li></ul></ul></ul>Summation
  25. 25. <ul><li>Folder Structure </li></ul><ul><ul><ul><li>User Comfort </li></ul></ul></ul><ul><ul><ul><li>Experiment & Test </li></ul></ul></ul><ul><li>Templates </li></ul><ul><ul><ul><li>Less is more </li></ul></ul></ul><ul><ul><ul><li>Don’t duplicate OCR </li></ul></ul></ul><ul><ul><ul><li>Searches & Reporting </li></ul></ul></ul><ul><li>Naming Conventions </li></ul><ul><ul><ul><li>Meaningful </li></ul></ul></ul><ul><ul><ul><li>Consistent </li></ul></ul></ul>Recommendations - Planning
  26. 26. <ul><li>Questions? </li></ul><ul><li>Feel free to ask below or directly through </li></ul><ul><li>the LinkedIn group discussion. </li></ul>

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