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Laserfiche Workflow Made Easy!

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Laserfiche Workflow Made Easy!

  1. 1. Workflow Made Easy Linda Ding Education Program Strategist Linda.Ding@laserfiche.com Sarah Seene Technical Writer Sarah.Seene@laserfiche.com
  2. 2. What Will Be Covered Today ‣ Why Workflow ‣ Laserfiche Workflow ‣ Laserfiche Workflow Activities ‣ Q&A
  3. 3. Why Workflow
  4. 4. Workflow Management Paper World of the Past Disadvantages: • Inefficient use of money and time • Slow to change • Hard to streamline
  5. 5. Workflow Management Digital World of Today Advantages: • Fast and efficient processing • Gets documents to people who need them when they need them • Can quickly adapt to new processes
  6. 6. Laserfiche Workflow ‣ Breaks processes into activities ‣ More than 70 prebuilt activities
  7. 7. Laserfiche Workflow ‣ Breaks processes into activities ‣ More than 70 prebuilt activities
  8. 8. Visual Design Experience
  9. 9. Constructing Workflow ‣ People ‣ Process ‣ Technology
  10. 10. Scenario 1: Approval Task “I’m being buried under all these approval requests! How can I keep up with them?”
  11. 11. 1. Approval/Deny
  12. 12. Scenario 2: Tracking Deadlines “Accounts Payable is due on Tuesday… I need to get the check to Accounting by Friday… and Financing is still awaiting sign off ...”
  13. 13. 1. Approve/Deny 2. Deadline with Notification Emails
  14. 14. Scenario 3: Referencing Information “I need the PO to issue payment, but I can’t find it! Help!”
  15. 15. 1. Approve/Deny 2. Deadline with Notification Emails 3. Linking Relevant Documents
  16. 16. Scenario 4: Consistent Naming “It’s so hard finding a document: the AP department uses Title Case, Financing uses UPPER CASE, and IT uses lower_case with under_scores. There has to be an easier way to locate what I need without manually looking through folders!”
  17. 17. 1. Approve/Deny 2. Deadline with Notification Emails 3. Linking Relevant Documents 4. Renaming a Document
  18. 18. Scenario 5: Consistent Content “Admissions needs the application, the Registrars office needs it, as does Financial Aid. So if the document ever changes, we’ll need to create three new copies. Tell me there’s a better way!”
  19. 19. 1. Approve/Deny 2. Deadline with Notification Emails 3. Linking Relevant Documents 4. Renaming a Document 5. Creating and Distributing Shortcuts
  20. 20. Scenario 6: Metadata Syncing “We have hundreds of documents in our folders. If we update the properties of the folders, we have to manually update the documents too. Help us find a better way!”
  21. 21. 1. Approve/Deny 2. Deadline with Notification Emails 3. Linking Relevant Documents 4. Renaming a Document 5. Creating and Distributing Shortcuts 6. Syncing Metadata
  22. 22. Scenario 7: Tracking Tasks “We have a manila folder that holds all the insurance forms needed to be processed, and the staff just takes care of whatever is in that folder. What’s the best way to simulate this process in Laserfiche?”
  23. 23. 1. Approve/Deny 2. Deadline with Notification Emails 3. Linking Relevant Documents 4. Renaming a Document 5. Creating and Distributing Shortcuts 6. Syncing Metadata 7. Notify When Document Is Created
  24. 24. Q & A
  25. 25. Workflow Learning Resources ‣ Simple Workflow Video Series ‣ Certified Professional Program (CPP) ‣ Laserfiche Empower Conference 2014
  26. 26. Workflow Made Easy Linda Ding Education Program Strategist Linda.Ding@laserfiche.com Sarah Seene Technical Writer Sarah.Seene@laserfiche.com

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