San Joquain County Employee’s Retirement Association: Managing Millions of Documents in an All Macintosh Environment

The San Joquain County Employee’s Retirement Association (SJCERA) exists for the exclusive purpose of providing accurate, timely benefits and services to its members and their beneficiaries. The Association is also charged with maximizing investment returns on member and County contributions, and defraying reasonable expenses of administration. Their emphasis on efficiency, cost-control, and member service inspired them to seek Optix as the document management and imaging solution for their Macintosh-based organization.

Optix: Opportunity

All Macintosh technology environment
Responsible for managing millions of pages of critical retirement documentation
Multiple document types requiring indexing

Optix: Optimized

Complete installation and training in less than a week
Rapid design of custom indexing screens and databases using Optix’s built-in Screen Generator tool
Support for bar-coded “patch cards” enabled efficient document input
Thumbnails of each scanned page allowed real-time initial quality checks
Met stringent requirements for security, reliability, and usability