Case Study: Westbank First Nation achieves streamlined property tax folio processing and eliminates 69 cubic feet of filing space with Laserfiche

How Westbank First Nation Processes Tax Folios with Laserfiche

Westbank First Nation (WFN), a self‑governing First Nation in British Columbia’s Okanagan Valley, manages property tax records for about 4,400 parcels. The organization relied on five floor‑to‑ceiling shelves of legal‑size folders and manual processes to issue annual tax notices, collect homeowner grant forms and payments, and locate older records — a time‑consuming system with storage limits and a high risk of misfiling. Back‑scanning older boxes was impractical due to cost and effort.

WFN implemented Laserfiche Quick Fields and Workflow to scan documents, apply templates and metadata (including Zone OCR capture of folio numbers and dates), merge pages into per‑property packets, and route/rename records automatically. Off‑site boxes are indexed with a mail‑merge/imported inventory so placeholders in Laserfiche point staff to stored files. The change eliminated 69 cubic feet of filing, reduced active paper to a few processing folders, centralized records for faster retrieval, prevented misfiling, and enabled on‑demand printing of homeowner grant forms.

Westbank First Nation

Chad Rota

Supervisor, Records and Information Management