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A Day In The Life

A Day in the Life

Think you may be a good fit for our team? Interested in learning more about what a regular day in the life of a CASO employee looks like? You have come to the right place!


Stephanie Christoforou, Account Manager – New York City

7:30a – Rise and shine. I head to the train with my coffee in hand and a spring in my step, ready to take on another day. The morning commute is the perfect time to review yesterday’s wins and plan for the day ahead.

8:30a – Arrive at Penn Station and soak up the energy around me. I love this city! The main office is just a few blocks away, in the heart of it all. Today I’ll pick up my new hard drive from Connor with all the latest upgrades. Yes, it’s there waiting for me. Connor for the win!

9:00a – Time to visit my main account in nearby Bryant Park. I work on site there several days a week. Today is especially exciting. We’re about to wrap up a major project. On my way, I grab some breakfast at Friedman’s, my favorite.

9:25a – Settle in and prepare for our daily IT Allocation Meeting, where we determine which programmers will work on each project. I need to make sure my resources are lined up for the big day!

10:00a – Skype into the IT pow-wow. I’ll be working with Roger today. Yes!!!! Such an amazing talent.

11:00a – Face time with client. I provide an update on the ApplicationXtender upgrade and confirm we will close this baby out today. High fives all around!!

11:30a – Perfect time to review my next assignment. I speak with Chad in IT to discuss the project scope for our new client. Everything looks in order. We’re rocking and rolling!

12:30p – Step out for lunch. It’s a beautiful day in Bryant Park. I grab a delicious wrap at Whole Foods to eat in the park. Love the scenery and energy here! Now I’m recharged and ready for action.

1:10p – Back to my desk. I catch up on emails and find a pressing matter. A production server is down at a client site. I reach out to IT for assistance. Connor to the rescue once again! The server is back up in minutes. Amazing teamwork!

2:00p – Connect with Roger to close out the ApplicationXtender upgrade. Yes, it’s a wrap. We give each other a virtual high five on skype!

3:30pMeet with my team leader, Mike Drew (sVP of Professional Services) for our weekly status call. It’s all smiles as we take a moment to acknowledge the great work we’re doing.

5:00p – Time to follow up on remaining emails. I send status updates to my clients and prepare to close out my day.

5:45p – Skype with CEO Richard Tamaro. Need some last minute feedback on an important client email. So grateful our chief executive is so accessible. His feedback is spot on. Exactly what I needed.

6:00p – Happy hour. Tomorrow’s my birthday and Caso gives us a paid day off. It’s a happy birthday indeed!



Maria De Hoyos, Document Care Center Manager – San Antonio

8:00a – Pick up breakfast along the famous Riverwalk and enjoy the sights as I make my way to the office. It’s a beautiful day in Texas.

8:30a – I arrive and greet my team. Had to thank them for their incredible contributions this week. Production goals are ahead of schedule. The Document Care Center is on point. Yes!!!

9:00a – Settle in and catch up on emails. Mechelle in North Carolina needs somebody on surveys. I know just the specialist for the job. Jessica to the rescue! Mechelle will be in great hands today. I turn to the production logs and see that all entries are in order. Gotta love my team!

10:15a – I break for coffee and run into Vernon. His excitement is contagious. The annual Southtown art fair kicks off today, and it’s always an amazing time. We talk about our favorite exhibits. Can’t wait to see what they have in store for us this year!

10:45a – Judy has a batching issue. Some receipts have tape all over them. In minutes we remove the tape for the scanners. Success! We’re tape free and batching!

11:05a – Time for a production pow-wow with our fearless leader, Ron (sVP Operations). He’s going to love today’s status update. With his expert guidance, we’re all hitting our goals. So proud of the team!

12:00p – Lunchtime. I meet my BFF at Café Dijon in Alamo Heights. Love this place. The fried green tomatoes are to die for!  

1:15p – Back at the center, feeling good and ready for today’s indexing. But wait! Christine discovers a misfile that needs to be addressed. In minutes, we find the correct file and save the day. Success!!

2:30p – Second shift supervisor comes in. We sit down and prepare for the big hand off to the overnight team. Tonight we’ll need our renowned Caso quality control for a new batch of medical records. Mateo, our QC all-star, has it covered!

3:00p – Catch up on daily reports. It’s quieter now. It’s the perfect time to update the team on our amazing progress. Feeling proud!

5:15p – Start closing out. Another great day in the books.

5:30p – Head home for family time. Today I’ll be picking up my son from basketball practice and treating him to a personal favorite … pork chops and baked potato. The perfect end to a perfect day in San Antonio!



Bruce Genger, VP of West Coast Business Development – Reno

6:15a – Wake up early for my east coast colleagues. It’s 9:15 in NYC and the office is already popping. I take in the beautiful Reno sunrise, check in with Richard (CEO) about the latest leads I’m working on, and relax over a homemade breakfast.

7:00a – Take a walk around the lake outside and enjoy a picturesque view of the Sierra Nevada before I head back to my home office.

7:30a – Feeling inspired as I organize my day and think of all the great things happening here. Today I’m closing an exciting deal – a comprehensive ECM Solution for a major healthcare company. Yes!!!!

8:00a – Virtual pow-wow with our San Antonio team to review upcoming proposals. Jeff Powell (VP of South Texas Business Development) has big news. The new ImageSilo cloud solution demo is ready to roll. Can’t wait to show my clients!

9:00a – I join Michael Brizendine (Project Manager in our Charlotte N.C. office) on Skype to discuss the status of our custom upgrade for a major utility company. Looks like everyone is on time and on task. Way to go!

10:00a – Perfect time to demo our east coast clients. Today I’m showing our FlexiCapture solution to a VA hospital. They’re going to love it!

11:30a – I enter status updates into our CRM system and fill out eForm proposals for our newest clients. So proud! I’m knocking it out of the park this week.

1:00p – Break time. I indulge in a meatloaf sandwich and kick back for a bit.

2:00p – Things calm down on the East coast. Time to regroup with my Western clients and some of our major partners. I catch up with ABBYY and check in on the product roadmap for the latest FlexiCapture update. The newly redesigned web station is awesome!

3:15p – Meet with Jeff Powell again on Skype. Today he’s going to help demo ImageSilo to a new prospect. Jeff rocks!

4:00p  Skype meeting with Richard (Programmer) in Austin to plan our customized Teleform solution for a new client. Richard has a great idea to keep the project within budget by using a script he’s already written. Genius!

5:00p  Finish up my notes and update my calendar for next fews days, and it’s a wrap!

5:30p – Commute down the hallway to see my lovely wife. Dinner time! She made her famous lasagna today. Can’t wait!

7:00p – Undock my notebook to play with our new software and review the latest updates. It’s not really work if you’re having fun!!!



Conner Skinner, IT Solution Engineer – New York City

8:50a – I arrive at our NYC office wearing my virtual cape and a big smile. It’s a great day to be an IT superhero. I head to the coffee maker, which just so happens to makes the best tea too. I power up on Earl Gray and enter my command center.

9:15a – I settle in, review support tickets, and see who I can save the day for first. Today it’s a client in Dallas who’s having a workflow error. I must go in!! I join forces with Roger, my IT ally, and remote into the system. Aha! A network connection is down. In a matter of minutes, we update the login credentials and reconnect. Success!!!

9:45a – I recharge with another tea. I’ll need my multitask powers to topple technical issues, resolve support calls, and strategize with the programming team throughout the day.

10:00a – Back at command. Follow up with Marie in upstate New York who’s having an issue with her scanner. I put on my cape and remote into her system. Something seems awry, but what is it? Bingo! Her drivers are out of date. I zoom in on the culprits. You will be replaced my friends! I make the updates in minutes and fly away.

1:30p – Lunchtime. It’s beautiful outside. I fuel up at Chelsea Market and walk the famous Highline. The art installations up here are incredible. What an amazing city!

2:30p – Return to command and check support tickets. Next up is a change order to reconfigure a client’s ECM Toolbox. Holy scopes! I review the design changes with Wayne in Programming and get approval to proceed. Yes!!! Wayne works on the programming changes. I do the testing. All systems go! Another victory for mankind!

4:00p I run into Sean, our VP of NY Document Care Center. Looks like he’s having a great day too. We share a laugh and a big high five!!! 

4:20p – Settle back at command and finish up support calls. Whoa! More like thank you calls. My clients are happy as ever. Feeling super proud.

6:00p – My work here is done. Head home and prepare for my final challenge of the day … improv class. I reach for my cape one last time …

ECM Toolbox AP Workflow

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Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.

Data Sheet: Document ScanningDownload
Data Sheet: On-Site ScanningDownload
Data Sheet: HR FormattaDownload
Data Sheet: AP WorkflowDownload

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