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Team

Meet the Team

 

Richard Tamaro, MBA, CDIA+

CEO, Owner

Richard, as CEO and Owner of CASO, focuses the company on providing exceptional client service and hiring great people to guide the company to being a nationally recognized leader in creative electronic content management solutions. Richard’s energy always is directed at ensuring that CASO is doing the best by its clients. Along with strategically directing the company, he also works closely with clients so that he can stay current with the industry and CASO’s client’s needs to help them go Paperless. In addition to his leadership, he also has been the creative force behind the design of CASO’s ECM Toolbox Workflow and Eforms solutions that has helped many companies improve efficiencies, gain control of their records and save money.

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Prior to joining CASO, Richard worked for 12 years at Citicorp and Banc of America. He has an Economics degree from SUNY Stony Brook University and received his MBA in Business Management from Fordham. When not directing and implementing CASO’s strategic goals, you can find Richard and his wife, Lana, enjoying activities such as waterskiing, basketball, or visiting the wine vineyards near their house on Long Island’s North Fork.

Casey McClellan, MA, MFA, CDIA+

Founder, Owner, President

McClellan created CASO in 1994. As Founder, Owner, and President he has been instrumental in making CASO a leader in the Document Management Industry. With his leadership, CASO has grown from modest beginnings to a national provider of diverse solutions for hundreds of commercial and government customers at the leading edge of electronic content management technology.

With his 20 years of comprehensive experience in Electronic Document Management (EDM), McClellan directly manages key government and corporate client projects while being integral in onboarding new clients and expanding relationship with existing clients.

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McClellan built CASO on a foundation of providing the highest possible level of customer satisfaction; “Our focus on customer satisfaction, coupled with continuing investment in the best technology and training, a strong commitment to helping our clients get the most out of their EDM systems, and our ongoing development of innovative ways to integrate EDM with existing databases and line of business applications will make CASO a partner to our client, not just a vendor.”

McClellan was awarded a Bachelor of Arts in Communications and Music as well as a Master of Arts in Education from Austin College in Sherman, TX. His post-graduate work includes a Master of Fine Arts in Theater Design from the University of Texas.

Lana Tamaro, MS, BCC

EVP of Business Operations / People Operations / Marketing

Lana leverages her expertise in Organizational Behavior and Cognitive Behavior to build successful business relationships between CASO’s leadership and team members that foster strong connections with clients. Lana understands the importance of team building and the success that is derived from bringing people together to win, she has honed her team building acumen as a NYC Police Officer for the Detective Borough in the Forensic Investigative Division. Primarily Lana is focused on CASO’s overall Business Management, Well-Being, Team Member Engagement and Communication, she bridges multiple business functions to spearhead projects in marketing/research, business development and people operations. 

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One of her strongest attributes is facilitating relationships for successful business negotiations and has initiated programs that reward and celebrate CASO team members as well as synergize our organization. Lana obtained a B.S. in Forensic Psychology and M.S in Counseling, she is also a Founding Board Certified Executive/Leadership and Wellness Coach trained to unlock individual’s potential and ignite the drive within.  During her time away from the office Lana is an Adjunct Professor preparing graduate student to become relationship experts and spending time with her husband, family and friends.

Michael Drew

sVP of Professional Services

 

 

 

 

 

 

Mike joined the CASO Team as the Vice President of Professional Services, based in San Antonio, Texas, overseeing support, implementations, product deployment, and other processes. Mike brings 20 years of experience delivering cost-effective,

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high-performance enterprise solutions to address complex business problems.Prior to joining CASO, Mike worked in the financial services industry as consultant and at Bank of America for 14 years, implementing customer facing, back office, and e-Commerce strategies. He has a BBA degree in Management Information Systems from the University of Georgia and is a veteran of the United States Marine Corps. When Mike is not in the office you find him working on the family farm tending to animals and enjoying the outdoors.

Mechelle Timmons

sVP of Survey Services

 

 

 

 

 

 

Mechelle joined CASO in 2015 as the head of its new Survey Services division, an important addition to our services portfolio that allows us to cater to a greater array of clients as efficiently as possible.

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Survey Services offers clients like schools, governments, and private businesses an end-to-end solution that includes printing, fulfillment, scanning and data extraction. In addition to running the division, Mechelle will also oversee CASO’s newest processing center in North Carolina.

Ron Edgington, MS, MBA

sVP of Operations

 

 

 

 

 

 

Ron Edgington is a diversely-skilled senior leader with over 27 years of experience driving enterprise success and dynamic achievement in the fields of Process Engineering and Technical Operations Management.

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Ron joined CASO in 2016 as Senior Vice President of Operations. Ron brings with him a unique and extensive confluence of knowledge and skills shaped by over 20 years of experience in the United States Air Force, on through ascending corporate leadership roles for high-tech firms operating in the private sector. Ron is responsible for the success and on-time delivery of countless multimillion-dollar projects for large federal organizations, state government entities, and countless private firms located in the U.S. and around the world. Ron also possesses extensive experience in digital information security, technology law, physical data security management, and all aspects of digital forensics. Ron holds an MBA from the University of Maryland, University College, an independent MS in Technology Management from the University of Maryland, University College, a BA in Social Psychology from the University of Texas at San Antonio, and an AAS in Aircraft Technology (Community College of the Air Force). With a focus on project engineering, Ron plays a key role in placing CASO on the cutting edge of operational efficiency driven by modern technologies.

Candice Vance

AVP Business Office & People Operations/Facilities

 

 

 

 

 

 

Candice is the Admin Support Manager for CASO. She handles all accounts receivable, payable as well as internal company processes that help CASO continue to offer the best service to its clients.

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In addition to her role in the Business Office, Candice also handles and manages our software maintenance contracts that support our many clients who own an array of our document management products and services.
Business Development & Marketing

Jon Bates, MA
VP of East Coast Business Development
Jon has 20 years of experience as a records management professional and has served in executive management positions during his time in the industry. With his extensive PM skills and strong tech background, Jon has become a key member of the CASO Business Development Team. Jon has a proven sales record with CASO’s current line of document management software becoming an invaluable asset to our client base.  Jon graduated from the University of Denver with a BS in Biology/Chemistry and a focus in secondary education. Jon was also a Division I scholarship athlete for the Pioneer Lacrosse team. In his free time, you can find Jon on the range or fly fishing, while also having a special interest in sports photography.

 

Bruce Genger
VP of West Coast Business Development
The addition of Bruce in 2015 aligns with CASO’s dedication to attracting the top minds in the industry, as well as our standard of staying ahead of our client’s software and service needs. Before joining CASO, Bruce founded and served as President and CEO of Intelliscan, Inc., dba Digital Documents from 1993 to 2012. Bruce and his partners then sold the company, assuming the position of Vice President and General Manager until his departure to join CASO.

 

 

Jeff Powell, MBA. CDIA+
VP of South Texas Business Development
Jeff has been an integral part of the CASO Team since his arrival in 2011. With his customer centric approach, he works closely with his clients to help them achieve a Paper-Free environment. Heading up our team in the Southwest, Jeff specializes in assisting Texas ISD’s, medical facilities, government agencies and other markets with moving their data into a paperless format. He offers his clients the full range of CASO solutions and always takes the time to ensure that his clients fully understand the service they are receiving and that they get their full benefits.

 

Kelsey Murray
Inside Business Development Associate
Kelsey is an Account Manager of sales for the New York area, joining the business development team in 2014. Prior to her role on the sales team, Kelsey was a member of the CASO Business Office, originally joining the company back in 2012. While in the Business Office, Kelsey helped streamline business processes and increase efficiencies throughout the company. CASO felt Kelsey’s skills would best be used on CASO’s business development team, helping our current and future clients come up with similar solutions to meet their specific business and document management needs.

Professional Services

Michael Kidder
Vice President of Technology
Mike manages the Programming Team and keeps CASO’s solutions in-line with the newest technology. Mike moved from Boise, Idaho, to the CASO Texas office and brought his 15 years of experience in implementing document imaging solutions, business process improvements, web application developments, ERP and system integrations, electronic forms and workflow. He works closely with our technology and professional services teams to implement a wide variety of processes and projects.

 

Michael Brizendine
Project Manager
Joining CASO in 2016, Michael Brizendine brings over 10 years of professional business & project management experience with him to the CASO team. Michael works directly with CASO Document Management & Professional Services clients on large & mid-sized projects. Before joining CASO, Michael was a senior project manager for multi-year global projects for infrastructure based technology migrations and deployments. In his spare time, Michael enjoys family activities, volunteering at Loaves & Fishes, playing his guitar, and writing and producing music.

 

Kent DeHart
Senior Programmer
Kent’s primary focus is e-form solutions, database integrations and business metrics reports. He had over 30 years of experience when he joined the team in Information Technology (IT) Before joining CASO, he served in various capacities from Programmer to Architect, with extensive experience in software development, with roles as high as VP of Programming for IBM. Prior to working in Document Imaging, Kent had involvement in space shuttle, space station, government point-of-sale solutions and high performance storage systems.

 

Wayne DeHart
Senior Programmer
Wayne’s focus is on custom workflows, service solutions and mobile applications. Before joining CASO, he was Programmer to Director of IT for MCI/WorldCom with extensive experience in Business Process Management, Document Imaging / Management, and Workflow Technologies. Wayne adds an array of depth as a Programmer, and has over 25 years of experience in Information Technology (IT).

 

 

Jeffrey Kotch
Senior Programmer
Jeff’s main focus is custom workflow and client service solutions. He came to CASO with over 10 years of technology expertise, including creating software solutions, managing system networks, programming ECM solutions and developing sophisticated workflow solutions. In addition to his experience, Jeff has an extensive background in custom solutions for the financial sector.

 

 

Stephanie Christoforou
Account Manager
Stephanie has been a valuable member of the CASO Team since 2009. Initially brought on as a Processor, as well as an Administrative Assistant in our New York office, Stephanie’s expertise soon led her to assuming supervising and project managing roles at our on-site scanning sites in 2011. With her knowledge of the product and strong client relations skills, Stephanie took her current position as Account Manager in 2013. In addition to that role, Stephanie has also been instrumental in the implementation of CASO’s innovative software for our New York financial clients.

 

Elizabeth Kensek
Account Manager
Elizabeth joined CASO in 2003 as a Processor and quickly moved up the ranks to become a Project Manager in the New York Division. Since 2010, Elizabeth’s strong work ethic and leadership has been key to CASO’s advancement and leadership in the document management industry. Elizabeth currently serves as a Manager of IT initiatives for many of our financial institutions, as well as serving as an Account Manager for several New York government agency scanning projects. Under Elizabeth’s direction, CASO has stayed ahead of the information technology’s ever-changing landscape, keeping our client’s needs at the forefront of our innovative solutions that are customer-driven and industry proven.

Business Office

Denise Mendez
Accountant
As the payroll and billing expert at Caso Document Management, Denise’s contributions really add up. With over 10 years of accounting experience across a variety of industries, including B2B software, Denise has become an essential part of the Caso team. She holds a B.S. in Accounting and demonstrates her prowess every day with indispensable financial analysis and organization. When she’s not at the office, Denise enjoys traveling, sports, and spending time with her daughter and extended family.

 

Survey Services

 

Tim Wilcox
Technology Manager
With a broad based background in coordinating technology and service, Tim directly supports the Survey and Data Collection Services division. With more than 20 years’ experience in leading roles in Data Management, Applications Development and Technology Tim is uniquely qualified to find a variety of solutions to best match customer needs. Tim coordinates the efforts of technology / data flow with the physical operations of shipping, processing and collection to get the best throughput and most accurate data for tracking, analyzing and provision. Tim excels at understanding a customer’s needs and finding the best approach and process to meet those needs; whether that approach is an existing one or requires outside-the-box engineering. When Tim is not working he enjoys the precision of woodworking, coaching baseball and the joy of assisting with his local canine rescue.

 

RW Smith
Software Developer
Whether it’s building solutions for large scale data capture deployments at powerhouse companies like Jet.com and Agera Energy or authoring crucial production software for our own operations, RW is a valued asset to the Caso team. Working with our Professional Services and Technology teams RW creates web applications, web forms, ERP software integration, and customizes data capture software. At the end of each day RW can be found working on his own pet programming projects, or riding bicycles with his wife in North Austin.

 

 

sunnySunny Rathod
IT Solution Engineer
Sunny helps us provide 5-star service to our clients by managing all of the IT processes in our Survey Services department and assisting with the diverse IT needs across all CASO departments and locations. In his 15 years of professional IT experience, Sunny has developed broad expertise in industries ranging from Health to Financial Services to Travel & Tourism. Having recently relocated from London, UK, Sunny has quickly become an invaluable member of our team.

IT Support

Roger Hurtado
Senior IT Solution Engineer
Roger is a Solutions Engineer. Based in Austin, Roger specializes in support and maintenance for our KOFAX, ABBYY and ApplicationXtender help desk clients. With his expertise and background, Roger also helped develop the current security measures at CASO that has helped us remain a leader in document management security as well as offer our clients a safe and secure way to do business.

 

 

Chad Nissen
Senior IT Solution Engineer
Chad is a Solutions Engineer for CASO and is a very technically inclined professional dedicated to providing the best solution for the situation. He specializes in customer service, project management and delivery, system analysis and solutions engineering.

 

 

 


Connor Skinner
IT Solution Engineer
Conner joined CASO in 2014 as a temporary processor in our NY office. He quickly applied himself to learning all he could about efficiently supporting our processing team, and in January 2016 he leveraged that knowledge and his love for technology to join our IT support team. Conner welcomes the opportunity to work on a diverse range of tasks at CASO and strives every day to continue increasing his knowledge base in order to identify new and exciting ways to ensure that our clients have a world-class experience! When he is not at work, Conner spends his time developing his acting craft and being a gamer extraordinaire.

 

 

Aric Malsbury
IT Solution Engineer
Aric is a CASO IT Solution Engineer based in San Antonio. With his deep technical knowledge and mastery of white-glove service, Aric helps CASO customers navigate software, troubleshoot technical problems, and assist with account management. He is also an integral part of CASO’s IT Knowledge Base development team. Raised in an engineering family, Aric learned how to build computers and program code at an early age, and has been accumulating IT certifications ever since. In his spare time, Aric enjoys hiking and spending time with his family.

 

Document Care Management

Dylan Askinasi
Document Care Center Manager – New York
Dylan, a native of Long Island, joined CASO in 2012 as a temporary processing team member that handled the document conversion of many of CASO’s government clients in New York. In 2014, Dylan was named a Project Manager and within a year he was officially hired on by CASO and headed up some of CASO’s largest conversion projects in the city. He has worked extensively with Paperflow software and Kodak scanners, and as of September 2015, will be moving to CASO’s North Carolina location where he will be managing a surveying site at the newly acquired Charlotte facility.

 

Maria De Hoyos
Document Care Center Manager – San Antonio
Maria brings a rich background in document care to CASO, with over a decade of experience in scanning and operations management. Since 2005, Maria has been an integral part of our San Antonio production team, first as a Scanning Specialist, then Production Lead, and now Document Care Center Manager. Her swift rise in the industry is a testament to her exceptional work ethic and remarkable success. Maria now handles all major accounts, personnel and processes. She will oversee a bustling facility that operates with a staff of up to three shifts, seven days a week (when required), and can process millions of pages a month at full capacity. When she’s not at the office caring for documents, you can find her caring for her family, watching movies, attending her son’s sports games and traveling.

Adam Fisk
Document Care Specialist Supervisor
Adam is a site manager for one our of Financial Service clients. CASO has long had a strong presence in the New York financial sector, improved everyday by Adam’s leadership as Project Manager at one of the many permanent financial scanning sites that CASO operates. In addition to his dedication to customer service, Adam has helped CASO implement new procedures and software since taking the reins, helping CASO stay on the cutting edge of document management solutions.

 

Octavia McKnight
Document Care Specialist Supervisor
Octavia is a site manager at one of CASO’s healthcare client processing centers in New York. She has served in all facets of the scanning process and at the end of 2014 CASO leveraged her years of experience and service by naming her Project Manager for one of CASO’s permanent medical scanning sites in the Big Apple. This year and beyond, Octavia’s experience and hard work will help CASO continue to strengthen its current client relationships within the New York area, as well as become instrumental in helping CASO stay ahead of the competition by offering quick, efficient and cost effective paper-less solutions for current and future clients.

 

Sean Tamaro
Vice President of New York Document Care Center
Sean has 20 years of experience in the industry, including serving as a Processor and Project Manager at CASO before assuming the role of Vice President of Operations. Sean also serves as the primary Account Manager for many of CASO’s NY Government clients, as well as heading up all of New York’s production projects. In addition to making our customer’s satisfaction our No. 1 priority, Sean has been the driving force in improving CASO’s processes that directly affect the customer, including increased efficiency, quick turnarounds and providing seamless transition into a paper-less way of doing business.

 

Document Care Specialists

Kimberly Johnson
IT Production Engineer

 

 

 

Amparo Candelario
Document Care Specialist
With spot-on accuracy, Amparo is the image of CASO’s scanning superiority. For over a decade, Amparo’s expertise in imaging software and equipment has ensured that every scan meets CASO’s industry high processing standards. Amparo is regarded as an indispensable team player who exemplifies CASO’s collaborative culture on a daily basis.

 

Anika Payne
Document Care Specialist
With expertise in batching, prepping, scanning, indexing and quality control, Anika is a processor with passion. Anika handles thousands of documents each day with incomparable care at each stage of the data processing cycle to ensure client information is transferred accurately and completely.

Brandon Taylor
Document Care Specialist
The data is in on Brandon Taylor. This star processor maintains a perfect record in data conversion, transferring client documents with unmatched accuracy according to CASO’s strict document care standards. With expertise in analytical thinking and tactical execution, Brandon is a natural fit for CASO’s Document Care team.

Chantal St. Clair
Document Care Specialist
Chantal is a bonafide batcher and scanner at CASO’s Document Care Center in New York. A savvy technician with an eye for impeccability, Chantal ensures that client documents are expertly cared for from box to batch to conversion.

Cristina Cadena 
Document Care Specialist
Skillful and precise, Cristina is counted on for maintaining CASO’s rigorous data management standards as part of CASO’s data entry team. With deep knowledge of computers and communications, Cristina ensures that every data point is captured and indexed accurately on behalf of CASO clients worldwide. Without question, however, her most perfect entry for the team has been herself.

 

Frederich Vicencio
Document Care Specialist

Crystal Negron
Document Care Specialist
Star processor Crystal Negron plays several roles at CASO’s Document Care Center in New York. From batching to prepping to indexing to scanning, Crystal specializes in them all. She is counted on for her digital know-how and precision care, to help CASO clients worldwide Go Paperless with confidence.

Harrison Wilkie
Document Care Specialist Supervisor
Data defender Harrison Wilkie ensures CASO client information is processed seamlessly in our New York office. From hard copy account files to sensitive HR documents, Harrison is counted on for thorough data review and expert digital conversion.

Jesse Caldera
Document Care Specialist
Jesse Caldera keeps things moving for CASO’s Document Care Center, including shipping and receiving, pickup and delivery, scanned box inventory, and document prep station maintenance. For over a decade, Jesse’s finely-tuned skill set, exceptional work ethic, and high personal integrity have made him an indispensable team player. When he’s not working, Jesse enjoys spending time with his family, watching the Dallas Cowboys, and following the San Antonio Spurs.

 

Jessica Vela
Operations Administrative Associate
Jessica began her career with CASO as a member of the Production team in the San Antonio office. Over the course of ten years, she started as a Batcher/Prepper before quickly taking on the responsibilities of a Document Care Specialist, as well as assisting the Business Office and People Operations departments. In September 2015, Jessica became a full-time member of the Business Department where she focuses on A/R, Collections, Payroll, Onboarding New Hires, Billing, and other processes that keep CASO running smoothly. Her weekends are filled with quality time that she shares with her husband and their two daughters.

Jon Tew
Document Care Specialist
Expert processor Jon Tew brings new meaning to the term character recognition. Jon’s impeccable work ethic and high level of integrity make him an indispensable partner for CASO clients around the globe. From standard key entry to complex content deciphering, Jon ensures client data is processed accurately and completely on a daily basis.

Juan Diaz
Document Care Specialist
Juan is a processing powerhouse at CASO’s Document Care Center in New York. A tech-savvy administrator with specialized skills in document care software and equipment, Juan maintains an enviable track record for spot on accuracy and consistency, making him a key member of the Document Care Center team.

Judy Perez
Document Care Specialist
Judy has been a must-have member of CASO’s Document Care team for over a decade. She began her career as a Batcher/Prepper, followed by stand-out work in Indexing and Quality Control. Now a Document Care veteran, Judy is counted on to lead document prep workflow for all new projects. When she’s not working, Judy enjoys visiting the coast and spending quality time with her husband, children and grandchildren.

Keniel Evangelisa
Document Care Specialist
Keniel is a processing ninja specializing in large format scanning at CASO’s New York office. From architectural drawings and blueprints to maps and banners, Keniel ensures our client designs get converted to digital with stunning accuracy. Known for quick hands and strong judgment, Keniel maintains the integrity of our largest documents in a big way.

Leon Jones
Document Care Specialist
Leon specializes in batch processing and scanning at CASO’s New York office. With expertise in document handling and cutting-edge optical scanning equipment, Leon manages thousands of documents daily with stunning consistency. Regarded for his unwavering focus and keen attention to detail, Leon is an integral part of CASO’s Document Care Center team.

Meaza Wovesa
Document Care Specialist
A key operator in every sense of the term, Meaza Wovesa is at the center of CASO’s data processing operation in New York. With proven mastery of data entry protocol, Meaza is counted on for high speed accuracy and attention to detail that keeps all client data impeccably intact.

Nick Tanner
Document Care Specialist Supervisor
It’s all in the details for master processor Nick Tanner. A team veteran, Nick takes the lead on batching, prepping, scanning and quality control at CASO’s Document Care Center in New York. With deep knowledge of digital data conversion, Nick is counted on for high-level support on client projects worldwide.

Nicole Andrade
Document Care Specialist
Nicole is a digital dynamo in our San Antonio office. Fast, accurate and thorough, she is counted on to verify and transcribe client data into electronic format for use in CASO custom document management systems. Nicole brings valuable experience to CASO, including proficiency in computers, grammar, and office administration, making her a key member of the Document Care Center team. When she’s not at the office, Nicole enjoys spending time with family and watching the San Antonio Spurs.

Peter Lockwood
Document Care Specialist
Skilled in all facets of data processing, Peter is an essential Document Care Center team member. In addition to batching and prepping perfection, Peter practically wrote the book on our book scanning service, helping CASO digitize a majority of rare books and texts for clients worldwide.

Rachel Antoine
Document Care Specialist
Rachel is processing perfection at CASO’s Document Care Center in New York. From data verification to digital data management, Rachel is counted on for uncanny speed and accuracy every step of the way.

Richard Lynch
Document Care Specialist
Richard puts the quality in quality control, maintaining CASO’s high standards in document imaging for clients worldwide. A natural problem solver, Richard oversees thousands of images each day with unyielding focus and a keen ability to resolve errors in real time, ensuring the integrity of every client image in CASO’s Document Care Center.

Roquel Libert
Document Care Specialist
Roquel is a large format phenom specializing in oversized document scanning at CASO’s New York office. Roque is counted on for high-speed accuracy and uniformity on our client’s largest projects, delivering big on a daily basis.

Samuel Yanga
Document Care Specialist
Multi-talented Samuel Yanga is a staple of the CASO Document Care Center. From batching to prepping to scanning and indexing, Samuel is counted on to contribute to every step in the document care workflow. He is especially adept at eye-to-hand coordination, earning him a reputation as a data athlete with a penchant for perfection.

Sarah Wilhem
Document Care Specialist
With deep data management knowledge and flawless follow-thru, Sarah Wilhem is a processor with a purpose. Counted on for rapid key entry, data verification, and error resolution, Sarah ensures that every data point is analyzed, imported and expertly cared for on behalf of CASO clients worldwide.

Thea McMillian
Document Care Specialist
Lead processor Thea McMillan sets the standard for document care at our New York Center. A mentor to fellow colleagues, Thea combines digital expertise with precision handling to process thousands of essential documents on behalf of CASO clients each day, energizing the entire Document Care Center team in the process.

Vernon Phillips
Document Care Specialist
Vernon is responsible for preparing, scanning and quality checking client documents being converted to electronic format. A talented troubleshooter, Vernon is highly regarded for his scanning mastery and problem solving skills, ensuring every image is transferred and indexed with integrity.

 

CASO General Scanning Services

“The CASO/Fedcap team has been exceptional. They completed the work faster and cheaper than we could have, and have always accommodated our needs. It is a pleasure working with them.”

Richard Ajimati - SUNY Downstate Medical Center

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Data Sheet: Document ScanningDownload
Data Sheet: On-Site ScanningDownload
Case Study: SUNY Downstate Medical CenterDownload

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