minnesota user group_july 2015

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Minnesota User Group July 16 th , 2015 Esther Chow Additional Logos (optional) District Manager Territory Account Manager Zack Domangue

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Page 1: Minnesota User Group_July 2015

Minnesota User GroupJuly 16th, 2015

Esther Chow

Additional Logos (optional)

District Manager Territory Account Manager

Zack Domangue

Page 2: Minnesota User Group_July 2015

Agenda

‣ Welcome & Introductions‣ What’s New with Laserfiche‣ City of Rochester Presentation‣ Real-World Applications‣ Available Resources‣ Q&A

Page 3: Minnesota User Group_July 2015

Introductions

First LastTitle

ABOUT ME

I’ve been using

Laserfiche for..

I hope to

Page 4: Minnesota User Group_July 2015

About Laserfiche

• Headquartered in Long Beach, CA• Launched in 1987• 35,000+ worldwide installations• 20% growth annually• Resell through reseller channel (VAR)

Page 5: Minnesota User Group_July 2015

What’s New with Laserfiche

Page 6: Minnesota User Group_July 2015

Laserfiche Connector

Page 7: Minnesota User Group_July 2015

Laserfiche Connector

‣ Tool that simplifies basic integrations‣ Connect Laserfiche with external

applications without coding‣ “Based on what’s being shown in my

application, I want to bring up related documents in Laserfiche”

Page 8: Minnesota User Group_July 2015

Available Actions

‣ Run searches• Desktop Client, Web Access, and WebLink

‣ Scan and auto-populate metadata• Desktop Client and Web Access

‣ Launch an external application‣ Run via icon overlay or defined hotkey

Page 9: Minnesota User Group_July 2015

What does it work with?

‣ Windows desktop applications‣ Web-based applications

• IE 9+, Firefox, Chrome‣ Java runtime applications

• JRE/JDK 6+, Java Access Bridge 2.0.2+‣ Help Files: ConfirmedApplications.htm

Page 10: Minnesota User Group_July 2015

Laserfiche Social BPM

Page 11: Minnesota User Group_July 2015

What is Social BPM?

‣ A place to collaborate and learn‣ Laserfiche Answers ‣ A way to have conversations about

business processes

Page 12: Minnesota User Group_July 2015

Share Internal Information

Page 13: Minnesota User Group_July 2015

Discuss and Decide

Page 14: Minnesota User Group_July 2015

Emails on Your Schedule

Page 15: Minnesota User Group_July 2015

View Embedded Documents

Page 16: Minnesota User Group_July 2015

FAQs Next to Forms

Page 17: Minnesota User Group_July 2015

Overview Demonstration

Page 18: Minnesota User Group_July 2015

Real-World Applications of Laserfiche

Page 19: Minnesota User Group_July 2015

Laserfiche Connector Profile Creation

Page 20: Minnesota User Group_July 2015

Quick Fields

Page 21: Minnesota User Group_July 2015

Quick Fields Functionality

‣ Automated capture‣ Batch processing‣ Add metadata ‣ Automatic filing

Page 22: Minnesota User Group_July 2015

Quick Fields Session

Page 23: Minnesota User Group_July 2015

Laserfiche Forms

Page 24: Minnesota User Group_July 2015

Forms

• Simple and elegant way to collect information from users and clients

• Easy to create, deploy and manage

• Design and modify without IT

• Customizable to adhere to company branding

Page 25: Minnesota User Group_July 2015

Laserfiche Workflow

Page 26: Minnesota User Group_July 2015

What is Workflow?

A business process automation tool. You can automate:

• Naming and Indexing• Routing and Filing• Sending e-mail notifications and more!

Out-of-the boxAvante and Rio Systems

Page 27: Minnesota User Group_July 2015

Tips & Tricks

‣ Creating LF desktop shortcuts‣ Tool Box Customization‣ Dragging Text‣ Hot Keys

Page 28: Minnesota User Group_July 2015

Available Resources

Page 29: Minnesota User Group_July 2015

New Corporate Website

https://www.laserfiche.com/

Page 30: Minnesota User Group_July 2015

Solution ExchangeDiscover concrete examples of how other Laserfiche users - new users to veterans -have justified, implemented, configured and optimized their ECM systems.

http://www.laserfiche.com/SolutionExchange

Page 31: Minnesota User Group_July 2015

Case Study Portal

http://www.laserfiche.com/CaseStudy

Page 32: Minnesota User Group_July 2015

Laserfiche Answers

Groups

https://answers.laserfiche.com/

Page 33: Minnesota User Group_July 2015

Certified Professional Program (CPP)

Gold Certification

As a non-IT-department Laserfiche administrator, having this certification affords me extra credibility with my IT peers and

makes them feel more comfortable with my skills

-Roz CollinsCity of Charlottesville, VA

http://www.laserfiche.com/en-us/Events/CPPs

Page 34: Minnesota User Group_July 2015

Laserfiche Support Site

• White papers• Power points• Updates• Discussions• Training videos

Page 35: Minnesota User Group_July 2015

Webinars

2,000 Attendees150+ Classes

• Live and Featured

Page 36: Minnesota User Group_July 2015

Empower 2015

Early Bird Registration EndsNovember 21, 2014

2,000 Attendees150+ Classes

https://www.youtube.com/watch?v=q06CV4rDL5E

Page 37: Minnesota User Group_July 2015

User Group Meetings‣ LinkedIn‣ http://www.laserfiche.com/UserGroups‣ Online or In-person

Page 38: Minnesota User Group_July 2015

User Groups and Regional TrainingUser Groups Regional Training

• Network• Exchange Tips and Tricks• Get a Best Practice Briefing

______________________

Become the next USER GROUP LEADER

[email protected]

• Improve Job Performance• Maximize ROI• Keep Systems Operational• Increase Your Value

______________________

For more information:SHERBET MEDINA

[email protected]

Page 39: Minnesota User Group_July 2015

Laserfiche Contacts

• Ask us questions!• Best practices• Information available• The interface• Your account• Local/web events• Interface training• Promotions

Esther Chow(562) 988-1688 ext. 123

[email protected]

Zack Domangue(562) 988-1688 ext. 117

[email protected]

Page 40: Minnesota User Group_July 2015

Group Discussion

Questions?