1. Agility in Action:
Driving Process With Laserfiche Forms
9, August 2012
Kimberly Samuelson Jonathan A Kim

2. Agenda
‣ ECM is foundational to the enterprise
service application layer (ESAL)
‣ Forms introduction
‣ Forms demonstration
‣ Forms strategy and best practice

3. ECM and ESAL
‣ What is ECM?
‣ What is ESAL
‣ Orienting forms within the enterprise

4. The Three Components of ECM

5. ESAL
‣ Centralization
‣ User focus
‣ Integration with the core business

6. ESAL Purpose
‣ Enhancing the nature of work
‣ Fostering new interaction models
‣ High-velocity transactions

7. Forms

8. Lifecycle
‣ Create
‣ Manage
‣ Distribute and deploy
‣ Capture and collect
‣ Process
‣ Archive

9. Why Forms Processing?
‣ Goals of process include revenue
generating and protecting, data extraction
and transformation, elimination of silos,
compliance, client service

10. Typical Forms Driven Processes
‣ Internal change requests
‣ Purchase order submission
‣ Expense reports
‣ Web-based form submission
‣ Requisition processes

11. What Should a Form Support?
‣ Digital signatures
‣ Form design
‣ Data integration and pre-population
‣ Form fill

12. Permitting Process

13. Software Demonstration

14. Forms and Best Practice
‣ Identify
‣ Gateway
‣ Mobile
‣ Prototype and test
‣ Survey

15. ESAL and Best Practice
‣ Experience
‣ Integrate
‣ Automation

16. Next User Presentation: August 16
‣ User Presentation: Transparent Records
Management in Local Government
‣ Devin Goble, Programmer Analyst, Jackson
County, OR
‣ Thursday, August 16 at 10AM PT
‣ Register here:
http://www.laserfiche.com/August16

17. Questions?
kimberly.samuelson@laserfiche.com