Case Study: City of Thousand Oaks achieves automated, paperless agenda packet compilation with Laserfiche

How the City of Thousand Oaks Compiles Agenda Packets with Laserfiche Workflow

The City of Thousand Oaks, CA, faced an arduous manual process compiling 20–30 item City Council agenda packets: submitting departments emailed documents to three separate reviewers, received conflicting electronic and paper markups, reconciled multiple versions, then printed, scanned and quality‑checked large packets—often requiring two separate scan sessions and lengthy manual work for distribution.

By implementing Laserfiche Workflow the city automated routing, metadata entry, access rights, and notifications so reviewers edit a single Word document with Track Changes, and the City Clerk merges and finalizes the packet electronically. The result: eliminated duplicate scanning and long QC steps, reduced printed copies to about ten, enabled remote review, consolidated comments into one file, provided real‑time status tracking, and made agendas available online by posting time.

City of Thousand Oaks

Laura Maguire

Records Management Analyst