Laserfiche 8.3 Takes Transactional Content Management to New Level

New software release delivers immediate value to customers’ lines of business

Delivering on its commitment to help customers grow the value of their enterprise content management (ECM) investment, Laserfiche today announced the immediate availability of Laserfiche 8.3. The new release spans various lines of business, helping organizations improve information governance and automate transactional processes such as accounts payable processing, case management, contract management and HR onboarding, among others.

“We are committed to providing product enhancements that improve the way organizations do business. Over the past year, our customers have begun automating more and more complex business processes, and we developed Laserfiche 8.3 to respond to their needs,” said Tom Wayman, Vice President of Product Strategy at Laserfiche.

Laserfiche 8.3 includes the following new and enhanced features:

New Workflow activities that improve productivity. With enterprise content management, organizations quickly automate transactional processes by dragging and dropping pre-built workflow activities onto a graphical canvas.

Database activities automate the process of retrieving and updating information from third-party databases, simplifying integration.

PDF activities add immediate value to the product suite by enabling Laserfiche administrators to automatically import PDF forms into Laserfiche, retrieve information from PDF fields and map them to Laserfiche fields.

More than 60 built-in workflow activities make it easier than ever to customize workflow configuration to the unique needs of each organization and line of business.

Digital signatures that simplify information governance. Digital signatures in Laserfiche 8.3 are validated with signing certificates on the server, so users know that a signature is trustworthy. Digital signatures can also prompt Workflow activities that guide documents through the approval process.

A new Web Administration Console that improves deployment flexibility. Laserfiche 8.3 offers an easy way for administrators to securely access the administrative functions of the repository from anywhere—including remote sites, client computers and even mobile devices—making administration more flexible than ever.

“The advanced business process management capabilities and administration tools in Laserfiche 8.3 enable organizations of all sizes to rapidly implement a wide variety of transactional content management solutions,” said Wayman. “Laserfiche 8.3 is an infrastructure deployment that enables our customers to use Enterprise Content Management as a foundation for delivering shared services across the enterprise.”

Laserfiche Reveals the ROI of Content Management Software at Schwab IMPACT

RIA firms can save between $48,000 and $362,000 in annual operational costs with ECM

SAN FRANCISCO, CA (Laserfiche)—November 1, 2011—Laserfiche (booth #335) today announced the availability of a white paper that explores the return on investment for RIA firms that leverage enterprise content management (ECM) software. Calculations are based on benchmark data from recent industry studies prepared by Nexus Strategy, Moss Adams, and the 2011 InvestmentNews RIA Technology Study.

“With Laserfiche’s 25-year history and experience with over 30,000 installations worldwide, we were able to conservatively approximate the savings associated with using Enterprise Content Solutions to ‘go paperless’ and automate document-related processes,” said Tim Welsh, CFP, Senior Consultant at Laserfiche. “In total, firms that use ECM can increase profitability by 64.1% to 125.6%.”

Table 1: Summary of Staff and Cost Savings by Firm Size

Firm Size	Emerging ($500,000 in annual revenue)	Established ($1,000,000 in annual revenue)	Enterprise ($4,000,000 in annual revenue)
Technology Investment	1.4% of revenues ($7,000)	2% of revenues ($20,000)	1% of revenues ($40,000)
Staff Savings	1,000 hours (0.4 of a full-time employee)	1,500 hours (0.6 of a full-time employee)	11,000 hours (4.4 full-time employees)
Overhead Savings	9.7% of revenues ($48,000)	9.2% of revenues ($92,000)	9.0% of revenues ($362,000)
Profit Increase	125.6%	74.8%	64.1%
Business Value Increase	$242,000	$644,000	$3,616,000

In particular, firms that embrace ECM realize five major benefits:

· Reduced paper storage costs.

· Automation of back-office processes for increased efficiency.

· Integration with CRM software for increased productivity.

· Simplified compliance.

· Increased business valuation.

“For a relatively small investment in ECM software, RIAs can make a powerful improvement in today’s income as well as tomorrow’s long-term business value,” said Welsh.

The paper, “ROI for RIAs,” is available for free at the Laserfiche booth (#335) and Website.

About Laserfiche

Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline document, records and business process management.

Tech Tip: Saved Column Profiles in Laserfiche 8.3

When working in the ECM Laserfiche Client, users can customize the columns displayed for them within a particular folder in the repository in order to display exactly the information they need in that folder.

For example, a user who frequently looks up customer information in the repository might configure a set of columns to display customer-related fields so that they can quickly scan for the correct documents, whereas an administrator who handles page generation, text generation and indexing tasks might want to display information such as the number of pages and whether they have been OCRed and indexed. In enterprise content management, Laserfiche 8, both users can configure the columns exactly as they want them, and both users can also configure different column displays for different folders to allow them to perform different tasks.

Laserfiche 8.3 introduces a new feature to make working with column displays even easier: saved column profiles, which allow users to save their column layout and quickly apply it to a folder later. For example, a user who frequently looks up customer information might create a “Customer Info” column profile, which displays the “Customer Name,” “Company Name” and “Customer ID” fields. They could then quickly select this column profile for each relevant folder, rather than recreating the desired column layout by hand.

This feature also allows users to quickly switch between column profiles. One user might need to both review customer information and administer page and text generation, sometimes in the same folders. That user could create profiles for “Customer Info” and “Page Info,” and then load each one as needed to quickly switch the column information that is displayed for the folder.

Saved column profiles provide a fast, straightforward and flexible way to specify which columns should be displayed, save them for later use, and switch between them when working in the repository.

Note: This tip is a preview of a feature that will be available with Laserfiche 8.3. Please note that feature details may change between now and the release date.

Laserfiche Reveals Technology Secrets of Top Performing RIA Firms at FPA Conference 2011 InvestmentNews RIA Technology Study outlines steps for gettin

SAN DIEGO, CA September 15, 2011 — ECM Company Laserfiche (booth #807) today announced that it will share key results of the 2011 InvestmentNews RIA Technology Study at FPA Experience 2011. ECM Laserfiche will also be featured in a presentation by Rehmann Financial’s Senior Operations Manager titled, “New Technology Secrets of Top Performers.” The session will take place on Friday, September 16, at 7:30 am.

Sponsored by Enterprise Content Management market leader Laserfiche, the 2011 InvestmentNews RIA Technology Study takes an in-depth look at the secrets that enable top performers to reap significantly higher rewards from their technology spend in terms of professional productivity and profit. Key findings include:

· Investing in new technologies is the number-one strategy for top performers, with automation and integration figuring prominently in decisions about what kind of technology to deploy.

· Investment in technology is driven by productivity gains. Automating routine, rules-based tasks allows staff at top-performing firms to spend more time serving clients.

· Integrating CRM with document/content management is a top priority. Integrations tend to significantly improve a firm’s efficiency and productivity.

“Together with Rehmann Financial, we’re delighted to share the technology secrets of top performing RIA firms, many of which use Laserfiche to open up new avenues for growth and profitability by creating efficient, scalable and robust back-office operations,” said Chris Wacker, Executive Vice President at Laserfiche.

Amy Flourry, Senior Operations Manager at Rehmann Financial, said, “We’ve brought on four new advisors in the last year but we haven’t had to bring on any new administrative staff, so in that respect alone, we’ve realized our ROI on our ECM investment. Our executives may not care how easy the Laserfiche file structure is, but when you tell them your administrative staff can do something in 20 minutes that used to take four hours, they can appreciate that.”

Laserfiche will be on hand at booth #807 to demonstrate its enterprise content management (ECM) software solutions and give out an overview of the 2011 InvestmentNews RIA Technology Study.

Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system gives financial advisors the ability to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability. It allows advisors to prepare for audits more easily and ensure compliance with multiple state, SEC and FINRA regulations—all while accelerating business processes and making staff more efficient.

Laserfiche Provides Free Mobile Content Management until September 30

Offers mobile workers a complete end-to-end solution to capture and control content

Laserfiche today announced a new promotion designed to extend free mobile enterprise content management to new and existing users.

Until September 30, Laserfiche is providing free Laserfiche Web Access—which includes Laserfiche Mobile, Laserfiche Web Access Light (designed for Blackberry, Opera and Safari mobile browsers) and the Laserfiche SharePoint integration—for new Laserfiche Avante customers, existing Laserfiche Avante customers who purchase five or more named users and current customers who upgrade to Laserfiche Avante systems.

“More customers are using smartphones and tablets in the office, as well as for remote and mobile work,” said Tom Wayman, Laserfiche Vice President of Product Strategy. “Laserfiche Mobile provides a complete end-to-end solution that captures and controls mobile content—making it even simpler for users to get their jobs done, whether they’re in the office or the field.”

ECM Web Access allows users to securely access, search and manage documents in their Laserfiche repository through a Web browser, from anywhere with Internet access. Laserfiche Mobile extends these remote access capabilities to the Apple iPhone, enabling users to:

· Create and upload new content with the iPhone camera.

· Automatically crop, straighten and enhance captured information, with full text recognition.

· Copy, move, rename, download, e-mail, print or delete content.

· Browse for documents in a folder structure or search the entire repository.

· Participate in workflow automation processes by accessing metadata fields.

Laserfiche Mobile, which includes a built-in demonstration, is available for free download from the Apple App Store. Users interested in the promotion can call a Laserfiche solutions specialist.

AboutLaserfiche
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide use Laserfiche software to streamline document, records and business process management.

The Laserfiche Enterprise Content Management system is designed to give IT managers central control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to respond quickly to changing conditions. The Laserfiche product suite is built upon Microsoft® technologies to simplify system administration, supports the Microsoft SQL platform and features a seamless integration with Microsoft Office® applications and a two-way integration with SharePoint®.

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Laserfiche Showcases First DoD 5015.2-certified SharePoint Integration at WPC 2011

Laserfiche delivers better solutions with secure, certified integrations

LOS ANGELES, CA (Laserfiche)—July 12, 2011—Laserfiche (booth 719), a gold sponsor of WPC 2011, will deliver an educational session entitled “Adding Agile ECM: Streamlined Data Governance for SharePoint Portals in the Virginia Port Authority (VPA).” The session will take place today at 2:15PM in the Partner Solutions Theater at the Los Angeles Convention Center.

“Well-planned corporate governance is essential,” said Alex Wilson, Partner Director at Laserfiche. “By integrating fully-certified records management with SharePoint, Laserfiche enables Microsoft partners to deliver solutions that support employee collaboration, ensure executive accountability and drive better business outcomes.”

During the presentation, Wilson and Laserfiche Vice President Brian LaPointe will cover how the VPA integrated enterprise content management with SharePoint to:

· Drive business process automation.

· Capture hundreds of thousands of paper records.

· Improve information governance.

“Our integration with SharePoint 2010 provides Microsoft partners with a proven, agile way to help customers quickly,” Wilson added. “With Laserfiche, documents are immediately accessible and secure, regardless of its source: through SharePoint, scanners, fax servers, ERP systems, online forms, mobile devices or even digital cameras.”

Enterprise content management gives your organization central control over its information infrastructure, while also offering individual business units flexible content and business process management.

ECM is also designed to give your organization central control over its information infrastructure, including standards, security and auditing, while also offering individual departments, offices and business units local flexibility over content and business process management. This unique design creates value by providing a single system that meets the needs of all departments while improving compliance by implementing a central point of control over enterprise information assets.

LaserficheRio provides a solid ECM infrastructure

· Manages your content.

· Integrates with your existing IT portfolio.

· Supports intelligent decision-making enterprise-wide.

· Grants the IT Department central control over standards, security and auditing.

· Gives individual departments flexibility to customize their filing structures, views and workflows.

Quick Fields, Quicker Assessments and the Quickest Path to Governance

Fresno County’s Assessor’s Office builds its ECM foundation on operational improvement

Located in the middle of California’s San Joaquin Valley, Fresno County comprises over a million citizens and about six million square miles of incorporated cities and smaller communities. The Fresno County Assessor-Recorder’s (ASR) Office is responsible for the appraisal and valuation of all secured and unsecured property within the county, resulting in business processes that have generated over 4.5 million paper documents on file in the Real Property division, and an additional 1.2 million paper documents in Business Property.

Related Webinars

• To learn more about Laserfiche Quick Fields and how get it for FREE, watch the Quick Fields Webinar.
• To learn more about how state and local governments can benefit from an Enterprise Content Management solution, watch the Document Management for SLG Webinar.

By 2004, handling all that paper manually had become so inefficient that the ASR Office’s Property Transfers Division was five months behind in processing documents, illustrating just how antiquated, inflexible and relatively unresponsive policies and procedures had become.

This led to the implementation of a Laserfiche enterprise content management (ECM) system in 2006. Utilizing Quick Fields to intelligently capture and process years of tax documents previously stored on microfilm, the impact was sweeping and immediate. Using Web Access, staff could now find and complete the review process without being tethered to their desks. Property transfers that took five months to process now only took 15 days. Reviewers could also stamp documents using electronic annotations. “On average, search and retrieval time per employee used to be two hours a week. Now, it’s less than 25 minutes a week,” says Vito Filippi, Systems and Procedures Analyst.

Quick Fields finds vroom for improvements

In fact, Filippi says, applying ECM to the ASR Office’s operational framework exposed just how much more room there was for improvement. “We realized our people were supporting the processes instead of the processes supporting the needs of the department,” he explains. Between budget cuts, consolidation and attrition––from over 200 staff in 2008 to what would become its present 149 employees––the loss of institutional knowledge underscored the siloed, disconnected nature of how business was done, especially as the demand for services increased.

A Laserfiche upgrade in 2009 introduced the expanded capture functionality of Quick Fields––and a closer look at the status quo. “When we moved from Laserfiche 7 to 8.1 [in 2009], the enhancements to the Search function and Quick Fields capabilities––because that’s what we use the most––really were the catalysts that got us asking ‘How can we improve our processes?’” says Filippi. “The templates and ability to run batch sessions overnight had such an impact on how we were indexing that we began to analyze what we were doing in the first place. We were able to drill down our processes to where the bottlenecks were and apply Quick Fields to assist us in finding efficiencies.”