help! melissa henley director of marketing communications pieter nauta manager of training
TRANSCRIPT
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Help!Melissa Henley
Director of Marketing Communications
Pieter Nauta
Manager of Training
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What You’ll Learn Today
• What resources are available from Laserfiche
• What certifications are right for you
• What you’ll get out of Empower 2014
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Teach a Man to Fiche…
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Know What You Are Looking For
‣ What are you trying to do?‣ Where are you?‣ When do you need help?
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The Laserfiche Support Site
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Sign Up for the Support Site
‣ Laserfiche 8.3 and higher will automatically populate your serial number on the Support Site Registration page the first time you click “Laserfiche Support Site” from the Help drop-down menu
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Get Logged In!
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Support Site Resources
‣ Technical papers: Detailed information‣ Knowledge Base (KB) articles: Product
specifications, error handling‣ Videos: Demonstrations and tutorials‣ Forums: Ask questions, get answers‣ Trainings: Advance your knowledge
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Product Help Files
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They’re Really Helpful!
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Find Them Here …
• F1• Buttons/icons/menus• Context buttons• KB 1012253
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The Laserfiche Solution Exchange
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Learn From the Community
• Share solutions, tips and tricks
• What have others done?
• 140+ real results that you can learn from
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Quicker Better Safer
‣ Written to help both newer and long-time Laserfiche customers across industries get the most out of the software
‣ Covers how to use Laserfiche for common processes such as accounts payable, case management, contract management and much more
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Quicker Better Safer: Laserfiche Forms
‣ Learn how to set up and configure Laserfiche Forms for five daily business processes, including: • Purchase orders • Travel requests • Employee hiring and onboarding • Employee evaluations • New customer onboarding
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Quicker Better Safer: Laserfiche Mobile
‣ Learn how to: • Implement Laserfiche Mobile
within your organization• View council agendas on iPads
• Participate in business
processes on the go• Configure Laserfiche Mobile
security • And more!
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Quicker Better Safer: Accounts Payable
‣ Screenshots and diagrams alongside detailed, step-by-step instructions provide an in-depth look into how ten organizations streamlined the accounts payable process with Laserfiche
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What Would You Like to See Next?
‣ Records Management?‣ HR?‣ Getting Started?
Email [email protected]
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The Certified Professional Program
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Why Get Certified?
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If I Can Do It …
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How Does it Work?
• Series of self-paced online training videos
• Comprehensive training manual
• Two opportunities to take the online exam
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What Certifications are There?
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What Certifications are Right for Me?
‣ Scanner/Operator:• Capture I & II• Laserfiche Specialist• Capture Workflow• BPM*
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What Certifications are Right for Me?
‣ Super User:• ECM 101• Laserfiche Specialist• Capture Workflow
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What Certifications are Right for Me?
‣ Records Manager:• Records Management I• Laserfiche Specialist
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Laserfiche Admins: Go for the Gold!
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Stay Tuned …
‣ BPM II: Laserfiche Forms
‣ All-new Laserfiche Integrator
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New for Empower 2014
‣ Recommended Agendas• By role:
New/Experienced User New/Experienced Workflow
Designer Capture Expert Records Manager New/Experienced Administrator Troubleshooter
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New for Empower 2014
‣ Recommended Agendas• By goal:
What’s New How People Use Laserfiche Process Improvement Web Deployment Security System Performance
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New for Empower 2014
‣ Recommended Agendas• By product:
Forms Quick Fields Workflow
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New for Empower 2014
‣ Lunchtime Q&As‣ New ACT track‣ Solutions & Partner
classes integrated into applicable tracks
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Networking Opportunities
‣ Welcome Reception‣ Texas User Group‣ Higher Education “Birds of a
Feather” Lunches‣ Special Event‣ Exciting new things I can’t
tell you about (shhh …)
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See You in Anaheim!
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Questions?