Course-Descriptions-and-Instructors

Empower2015 Course Descriptions 1
Empower2015 CourseDescriptions
LaserficheBasics (LB)
LB101: YourFirst Day with Laserfiche
Instructor: Misty Blair, Technical Writer
New to Laserfiche? This course will introduce you to Laserfiche’s twoprimary client applications: the
desktop Client and Web Access.
In this session, you will learn:
 How to work with the Folder Browser and Document Viewer.
 Tips for navigating thesoftware.
 When to use the desktop Client and when to use Web Access.
LB102: Hands-On Lab: Getting Started with Laserfiche, Part 1
Instructor: Michael Choi, Solutions Engineer
(Part 1 of 2.) Newto Laserfiche? Want to be more efficient in your daily use of the software?
In this session, you will learn how to:
 Work with documents in theLaserfiche Client and Web Access.
 Collaborate on documents using version control.
 Apply metadata andannotations.
LB103: Hands-On Lab: Getting Started with Laserfiche, Part 2
Instructor: Michael Choi, Solutions Engineer
(Part 2 of 2.) Newto Laserfiche? Want to be more efficient in your daily use of the software?
 Work with folders and shortcuts in theFolder Browser.
 Easily tailor the Laserfichesystem to your needs.
 Get content into and out of Laserfiche.
LB104: Hands-On Lab: Getting Started with Scanning
Instructor: Caroline Hsu, Presales Engineer
You can’t use Laserficheeffectively if you can’t get your documents into your repository. This class
demonstrates how to use the LaserficheScanning component.
 Scan documents using basic and standardscanning modes.
 Clean up and index your documents.
LB105: Introduction to Metadata
Instructor: Melanie Johnson, Software Engineer| Sierra Jahoda, Project Manager
Metadata is a building block of your Laserfiche repository that makes organizing and working with
documents easy.
 The types of metadata inyour repository.
 How to add information to your documents.
 Ways touse metadata tofit your needs.

LB106: Tips and Tricks with Laserfiche
This presentationwill teachyou time-saving tricks and procedures to help you managedocuments
flexibly and efficiently in Laserfiche.
 How to navigateand view documents more efficiently.
 Searching tips, including quick search and saved searches.
LB107: Hands-On Lab: Searching in Laserfiche, Part 1
Instructor: Cathy Lee, Solutions Engineer
(Part 1 of 2.) Find exactlywhat you’re looking for with powerful Laserfiche searchtools.
 Determinethe best search type for your query.
 Search based on text, metadata andproperties.
 Customize searches to make retrievaleasy and efficient.
LB151: Hands-On Lab: Searching in Laserfiche, Part 2
(Part 2 of 2.) Find exactlywhat you’re looking for with powerful Laserfiche searchtools. This lab goes
beyond basic searching to offer tips for using often-overlooked searching tools and options.
 Refine your searches so they’remore efficient and effective.
 Customize quick searches.
Business Analysis and Strategy (BAS)
BAS101: Business Process Strategies
Instructor: Laserfiche Staff
More and more, organizations largeand small arelooking to realizeefficiency, productivity and financial
gains from automating how they work with information.
 How to automatebusiness processes using Laserfiche Workflow, Forms, Web Access and
Mobile.
 What the business process modeling notation (BPMN)standard is and how it applies to
automation.
BAS103: Digitize Your Capture Processes
Instructor: Kelsey Frost, Sales Engineer
Going digitalshould mean more thantransferring your physical business processes into software. The
larger goalis to create a capturestrategythat is more efficient, requires less oversight, and forms an
integralpart of your content management system.
 The captureworkflow philosophy.
 How to evaluateexisting captureprocesses to improve efficiency.
 The Laserfiche tools that help you achieve maximum gains.

BAS105: Overview of theLaserficheSuite
Instructor: Caitlin Reardon, Laserfiche Sales
New to Laserfiche? About to implement Laserfiche?
 The basic components of the Laserfiche suite.
 When to use each component to meet your business needs.
 Best practices from customer use cases.
BAS107: Overview of Online and Mobile Capabilities
Instructor: Neal Donahue, Solutions Consultant | Niqi Li, SoftwareTest Engineer
In our increasingly mobile world, businesses and organizationsdemand theability toextend content
beyond the desktop. Join us to learn about the Laserficheproducts that enable mobile business.
 Use Web Access as a tool for your remotebusiness needs, including scanning, OCR and
integrationwith Microsoft Office.
 Connect to your repository and interact withbusiness processes using our mobile app.
 Provide public, read-only access to your published information via WebLink.
BAS109: Introduction to LaserficheWebLink and Public Portal
Instructor: Josh Lee, Laserfiche Sales
WebLink is a user-friendly public portal site providing read-only, online access to documents.
 The various components and featuresof WebLink, including the WebLink Designer, RSS feeds,
mobile view, WebLink reporting and more.
 How public portallicensing works.
 Tips and tricks for effective use of the product.
BAS111: Elementary, My DearWorkflow: SolvetheMysteries ofYourFirst Automated Process
Instructor: Michael Wells, Desktop Services Manager, Chesterfield County IST
If you're tasked to automatea process, the job maybe overwhelming if you don't know where to begin
or whether you're on theright track.
 Start your investigation and plan your automationproject.
 Choose the right tools and the right plan.
 Avoid the crimes of bad automation!
BAS113: 5 Steps to Paperless New Account Processing
Instructor: Michael Laks, Financial Program Strategist
Even in today’sdigital world, thenew account opening process involves a significant amount of
paperwork. Join us to learn how to automatethis process and save as many as “40 weekdays a yearfor
every employee to engagein more revenue-generating activities,” according to Aite Group.
 How integrating Laserfiche, Laser App and DocuSign will help your firm eliminate paper forms.
 How to automateand acceleratethecompliance reviewaspect of new client onboarding.
 The benefits you’ll realizeas a result of automating this process.

BAS115: Community Development 101: Using SocialScienceto Build an Engaged Community
Instructor: Simon Poulton, Manager of Inbound Marketing Program
Named one of thetop 25 Social Business Leaders by IBMand The Economist, Simon Poulton will share
insight into how and why online communities develop, and what the benefits can be—from driving
citizenengagement to growing your brand’s social footprint.
 Best practices for growing new communities and revitalizing matureones.
 The varietyof online tools and resources available.
 Examples and insight from industry experts.
BAS117: Integratewith LaserficheToday
Instructor: Catherine Ramos, Directorof Operations
Laserfiche is a dynamic and flexible software system that integrateswell with other applications.
 The most commonly deployed and successful integrationsavailable in the Laserfiche
Marketplace.
 The resources and tools available to help you plan your integrations.
 How to broaden your perspective on possible integrationswith your applications.
BAS119: What’s Newin theLaserficheSuite
Instructor: Misty Blair, Technical Writer | Sarah Seene, TechnicalWriter
The Laserfiche softwaredevelopment teamhas been hard at work over the past year, adding new
features and functionality to your favorite Laserficheproducts. Join us for anoverview of these updates.
 What’s new in the Laserfiche Client, Web Access and Mobile.
 New featuresin LaserficheWorkflow and LaserficheForms.
BAS121: Coming Attractions in Laserfiche
Instructors: Justin Pava, Technical Product Manager | Laserfiche Staff
Join Laserfiche softwareengineers and software test engineersas they show off the new and exciting
features they’reworking on for future versions of Laserfiche. Note: These are demonstrations of future
capabilities and arenot yet scheduled to be part of any specific release.
In this session, you will see:
 Demos of themost exciting upcoming features.
 The new, redesigned Laserfiche Web Access.
 What’s aheadon the Laserfichesoftware roadmap.
BAS123: Getting Everyoneon Boardwith YourLaserficheInitiative
Instructor: Melissa Henley, Directorof Marketing Communications
Looking to build excitement for a Laserficheinitiative in a new department? See a need to expand
Laserfiche in your organization, but first you need toget your boss’s signoff? Feel like you know what
will transform operations, but everyone is still saying “no”? This exciting, hands-on session will provide
you with concepts that arecrucial to your success as a change agent!
 Ways toidentify, assess and address the needs of stakeholders across your organization.
 Concrete steps to build a value proposition for your project.
 How to createanddeliver a successful presentation.

BAS125: 7 Habits of Highly Effective Project Managers
Instructor: Jason Messer, Solutions Engineer
Implementing a largeLaserfiche system through multiple phases can be complicated and requires
proper planning.
Project management principles to ensure success in any project.
Techniques to position yourself as the person who can get things done.
Tips learnedfrom real-world experiences managing Laserfiche projects.
BAS127: Principles of EffectiveChangeManagement
Instructor: Dr. RachelCotter Davis, Partner at RCD, LLC
“Over 70% of largescale changeefforts fail to deliver the intended business result.” HarvardBusiness
Review, May 2000. To enact successful change, business leaders must gaina deeper understanding of
how to deal with the mental and psychological aspects of change, including certainty, purpose, control,
connection and success.
 How to lead your people successfully through change.
 How to engagepeople’s heartsand minds and help them get ready to deliver the business result
of impending change.
BAS129: Getting Started with Requirements Gathering
Instructor: Joyce Lin, Solutions Engineer
Before beginning work on a Laserfiche system, it’simperative that system requirements areproperly
communicated betweenthose who will use the system and those who will build it.
 Components of a typical requirements gathering meeting for a Laserfiche software
implementation.
 What information the service provider and customer need to bring to the table.
 How to run the meeting itself and what deliverables areexpected.
 How the requirements gatheredat themeeting affect the lifetime of a project.
BAS131: How to Write aStatement ofWork
Instructor: Alison Kray, Technical Writer
The secret to a successful implementation is a clear, detailedstatement of thework that meetsthe
customer’s needs. The statement of work document is your blueprint for a project, and thereare
specific topics that should be covered in it.
 What goes into a comprehensive statement of work.
 Why a good requirements-gathering process is essential.
 The right questions to ask about a proposed implementation.

BAS135: Secrets of theTop DigitalCities and Counties
Instructor: DuganPetty, Senior Fellow, Center for DigitalGovernment
Eachyear, the Center for DigitalGovernment conducts extensive researchinto the priorities, trends, and
technologies used by leading cities and counties across thecountry. Come explore how you can learn
from—and keep up with—thosecities and counties to leveragetechnology to better serve the public.
 Key findings from the 2014 DigitalCities and Counties Surveys that highlight emerging
opportunities for improvement.
 Trends influencing the direction of “digitalgovernment” and best practices for meeting these
demands.
 Tacticsused by leading digital government organizations toachieve cost savings, greater
efficiency and better service delivery.
BAS137: Panel: Best Practices for WorkflowAutomation in Wealth Management
Instructors: Timothy Welsh, CFP, President, Nexus Strategy| Laserfiche Customers
Financial services institutions that automatetheir paper-intensive processes reap higher rewardsfrom
their technology spend in terms of professional productivity and profit. Join us to hearhow leading firms
areleveraging automation to improve business results.
 How to boost customer service and ROI by moving beyond using technology for “finding and
filing.”
 Industry best practices for process improvement and Workflow design.
 High-impact processes to begin your journey into Workflow automation.
BAS139: Process Automation: Manager’s Edition
Streamline your staff’s day-to-day tasks and encourageproductivity using Laserfiche’s process
management tools.
 Ways toprovide custom, inline process direction and information.
 Settings you canuse to send automatednotifications of pending tasks.
 Steps for removing process bottlenecks to achieve faster completion time.
BAS201: Visualizing Shared Services forYourECMSystem
Instructor: Evan Anderson, Directorof StrategicSolutions
Product. People. Partnership. Join us to discuss these threeshared services primers, learn strategiesto
maximizetheir utility, and realizea continued return on your investment.
 How Laserfichelicensing is tuned for shared services.
 Strategiesfor aligning key stakeholders across your organization.
 Considerations for organizing the right implementation and support team.

BAS207: Effective Integration Strategies
Instructor: ZacharyBuck, Sales Engineer
Many Laserfiche integrationsexist, such as viewing Laserfiche from a billing system, updating a student
databasewith Laserfiche metadata, andimporting content from a mapping system. Join us to learn
what’spossible and determine your best integrationstrategy. Note: Code will not be shown.
 Different types of integrations, including Workflow automation, third-party tools and image
enablement.
 How to determinesoftware and user needs in termsof integrations.
 Recommendations for developing the most efficient, cost-effective and useful integration
strategies.
BAS209: Web Solution Designs andTools
Instructor: BrianMcKeever, Software Engineer
The flexible natureof Laserfiche web products means they can be deployed in a variety of scenarios.
 Different types of access, from internal and externalto mobile and public portal.
 Authentication-method options.
 Load balancing for improved user experience.
BAS211: Workflowas an Integration Platform
Instructor: Brett Hickinbotham, Senior Solutions Engineer
Through the use of Laserfiche Workflow, it’s possible to integratewith other systems using little or no
code.
 Strategiesfor setting up integrationsbetween Workflow and other business applications.
 Available options should you want or need to add custom functionality.
BAS251: Transparent Records Management
The Records Management module provides powerful tools for meeting regulatorycompliance, but in a
way that may not be intuitive to generalusers. Laserfiche’sTransparent Records Management approach
gives you the best of both worlds.
 What “Transparent RecordsManagement” is and how it canbenefit your organization.
 How to createdifferent views of theLaserfiche repository for different types of users.
 How to give users access to the content they need while records managersstay in control of
records.

CustomerStories (CS)
CS101: Transforming Student Services: Automating Veterans Administration Benefits Processing
Instructor: Tarrant County College District, TX : NigelParker, Directorof RecordsManagement, TCCD |
Ramon Moreno, Document Imaging Technician, TCCD | Carol J. Latham, RecordsImaging Specialist
Tarrant County College District (TCCD) is one of the largest and fastest growing community college
districts in Texas, with a credit student population of nearly 55,000across five campuses. Thousands of
TCCD students apply for Veterans Administration (VA) benefits eachsemester. Using Laserfiche,
students cannow submit required VAdocumentation in person, online, or by email.
In this course, you will learnhow to:
 Enhance student academicexperiences through streamlined services.
 Increaseservice delivery efficiency with a centralizedapplication processing model.
 StrategicallyintegrateECMwithstudent information systems like Ellucian Colleague.
CS102: E-forms: Benefits and Best Practices froma Seasoned Pro
Instructor: Edgewood Independent School District: Adam Galvan, IT Director | Armando Ontiveros,
Finance and Application Analyst
Are you and your colleagues tired of chasing down missing information, manually entering data from
paper forms into your software systems and hounding approvers to reviewsubmitted forms? Join 2013
Tom Wayman Leadership Award winner Adam GalvanJr., who will share his best practices for rolling out
200 electronic forms across his organization, saving massive amounts of staff timeand more than
$250,000in the process.
In this course, you will learnstep-by-step how to use Laserfiche Forms to automate HR and AP processes
including:
 HR Onboarding
 Accounts Payable Processing
 TravelRequests and Settlements
CS103: TheGreat “LEAP” Forward: Applying Kaizen Project Managementto Business ProcessAnalysis
Instructor: Olmsted County, MN: David Nault, ITSManager | Rob Ronnenberg, Continuous Improvement
Manager
Government organizationsarefacing a “newnormal”—one that is marked by chronic shortages of
funding and personnel. Rather than being limited by this truth, Olmsted County used the “new normal”
as an opportunity to launch an innovative LEAP(Lean Efforts and Automated Processes) Initiativethat
uses Leanmethodology and ECM technology to createa more efficient and sustainable operation across
the entirecounty.
 How to gaintop-down buy-in across the organizationfor technology initiatives.
 Best practices for applying the Lean and Kaizenproject management methodologies in business
process analysis.
 A framework for building a business casethat includes projected returns of an ECM investment.

CS104: Rumblein theJungleRematch: Quick Fields vs. Workflowvs. Forms
Instructor: Michael Wells, Desktop Services Manager, Chesterfield County, VA | Amy Johnson, Deputy
Commissioner of the Revenue, Hanover County, VA | Adam Galvan, IT Director, EdgewoodIndependent
School District | Melissa Henley, Directorof Marketing Communications, Laserfiche
Let’sget ready to rumble! Last year’s entertaining “Smackdown” returns as webattle in the ring to
discuss common situations encountered in your workday. When do you use Quick Fields, when do you
use Workflow, when do you use Forms – or when are they best together?You be the ref and make the
call.
 How to evaluatesolutions for scenarios including expense reporting, travelrequests and hiring.
 Easy ways to generatevalue by creating new applications from products you alreadyown.
 A common methodology to automatenew processes across your organization.
CS105: Information Strategies in theConnected Age: HowNewDelivery Models AdvanceIT
Investments fromOperationalto Transformative
Instructor: Dr. Judith Lewis, Sr. IT Manager, TexasA&MUniversity System | John Hermes, Vice President
for Information Technology, Oklahoma Christian University
The recent recession has caused many organizations to reevaluatecurrent IT investments and where
they reside on the spectrum from operational to transformativeand strategic. But successful IT
initiatives require more than a shift in service delivery. They require good governance, a commitment to
community development and transparent exchangeof information.
In this course, you will learnhow to:
 Develop a staffing and organizationalmodel to facilitateopenness and agility.
 Use maturitymodels to strategicallyevaluate, expand and measureIT investment.
 Engagebusiness leaders by enabling community and sharing information.
CS106: Automating Contract andAgendaManagement with LaserficheForms
Instructor: Mike Lee, IT Director, Gunnison County
Contract and agenda management canbe two of government organizations’ most laborious and paper-
intensive processes. Run Smarter Award Winner Gunnison County took an innovative approach to
streamlining these processes using Laserfiche Forms, which reduced processing time by more thanthree
days.
 How to use Laserfiche Forms to initiateand track approvals, resulting in increased transparency
and efficiency.
 A suggested process for automating contract management, completewithscreenshots of the
Forms process modeler.
 Best practices for taking a collaborative approach to solution design.

CS107: Increasing OperationalEfficiency through Technology
Instructor: Hanson McClain: BarryChapman, IT Director | Alan Hughes, Senior Software Engineer
A combination of factors including increased audits, changing recordkeeping requirements, the rise of
mobile devices and the vast potential for efficiency gains aredriving advisors to shift their attitudes
towardtechnology. With a goal to expand theirbusiness across theUS over the next few years, Hanson
McClain, a Sacramento-based RIA/Broker-Dealer firm, looks to Laserfiche to automateits key
operational processes.
In this course, you will learnabout:
 Key workflow designs, including a programthat automaticallypackagesand submits new
business to custodians or the clearing firm.
 Implementing a completely paperless, automatednew account opening system using Laserfiche,
Laser App and DocuSign.
 Developing automation tools that are acceptedby users of all technicalabilities.
CS108: EnhanceStudent Success throughLaserficheForms and Workflow
Instructor: Dr. Annebelle Nery, ExecutiveDean, Enrollment Services, College of the Desert, CA
Getting a complete picture of a student and his or her records is critical for helping that student get the
right degreeand graduateon time. By leveraging LaserficheForms and Laserfiche Workflow, College of
the Desert was able to provide academic officers easy and direct access to organizedstudent
information, eliminate thewait lines at the enrollment service counter and streamline student-college
communications.
 How to leverageLaserficheForms and Laserfiche Workflow to improve student communications
and services.
 Critical factorsfor a successful business process redesign.
 How to scale theLaserfiche initiative across the organization.
CS109: Simplifying Interaction to IncreaseUserAdoption
Instructor: Tom O’Branovich, Application Support Engineer, Moss Adams Wealth Advisors, WA
In the wealthmanagement industry, client service always comes first, but the necessity of complying
with industry regulations cantake attentionand energy awayfrom the client. Industry-leading firm
Moss Adams tackled this issue head-on by designing workflows to automaterecordkeeping so that the
firm’s advisors can focus on their clients’ needs instead of how theirpaperwork needs to be stored.
 How to increaseuser adoption and decreasewasted timeby designing a user-friendly workflow
solution.
 Best practices for working across business units to understand the needs of various
stakeholders.
 How to customize metadata basedon theuser’s needs.

CS110: Integrating Laserficheand YourCRMforClient Serviceand Automation
Instructors: Rehmann Financial, MI: Amy Flourry, Directorof Operations | Marla Kloosterhouse,
StrategicBusiness Analyst
Betweena growing client base and ever-expanding regulatoryrequirements, financial services firms are
being forced to stretch theirresources to keep their services both competitiveand compliant. Learnhow
Rehmann Financial, a fast-growing independent RIAand broker-dealer, completely automatedits new
account opening process and compliance approvals by integrating Laserfichewith its CRM system.
 Best practices for integrating Laserfichewith your CRMsystem.
 How to design workflows for completely automatedfiling.
 Workflow strategiesfor compliance approval processes.
CS111: Integratewith Ease: Best Practices forLaserficheIntegrations
Instructors: Chris Cartrett, Document Management Coordinator, Town of Palm Beach, FL | BradEudy,
Systems Administrator, ITS, Cabarrus County, NC | Joe Labbe, CEO, RatchetSoft, NY
Many organizationsuse Laserficheas integrativemiddleware to connect disparateapplications used
across the enterprise to improve efficiency and productivity. In this session, expertson Laserfiche
integrationswill share practicaland innovative strategiesfor integrating Laserfichewith programs such
as Tyler Eden, SharePoint, Accela and others.
 Best practices for planning and managing integrationprojects.
 Strategiesfor securing end-user buy-in and engagement in integrationinitiatives.
 How to avoid common pitfalls for integrationprojects, such as oddball situations or scope creep.
CS112: Mission Possible: HowLaserficheWorkflowHelps You Do Morewith Less
Instructor: BlakeSmith, Software Support Analyst, Idaho Falls School Districts91
With increased societal calls and government mandates for better student performance, schools and
school districts strive to offer superior quality services to students while facing continued budgetary
constraints. Byreengineering more than 22 administrative processes, from HR and Payroll to transcript
requests and physician referrals, IdahoFalls School Districts 91 has been able to createrecords
consistency across the district and greatlyimprove its service delivery turnaround timeto 10,000
students in 18 schools.
 Tacticaltips to reengineerestablished processes.
 How to leverageexisting databases to reduce manual data input and ensure information
consistency.
 Laserfiche Workflow’s impact on creating business process transparencyand oversight.

CS113: LaserficheWorkflowMakes theCasefor SpecialEducation Program
Instructors: Austin Independent School District, TX: Mike Thomas, Administrative Supervisor, Special
Education Data Management andCompliance| Linda Garcia-Gomez, SpecialEducationData
Management Assistant | Cari Collins, Project Manager/Trainer, EnterpriseSystems
Subject to a number of strict regulationssuch as HIPAA, FERPAand IDEA, AustinIndependent School
District’sK-12 special education programis required to maintainorganizedand easily retrievablecase
files for routine audits. To manage12,000-15,000activecase files on paper is not only labor intensive, it
is also vulnerable to human errorand security leaks. The school district will share its journey of digitizing
half a million case files and automating business processes across the district.
 Key ingredients for implementing an effectivechange management initiative.
 How integrationwith core applications such as SEEDSand IFAS caneliminate manual scanning.
 An approach to training that ensures user adoption and satisfaction.
CS114: Records Management Panel: Aligning ITand Records Managers to Meet Challenges and
Demands
Instructors: Mike Padykula, Records Systems Manager, Villageof Wellington, FL | Maureen Reynolds,
County Clerk, Tompkins County, NY | NigelParker, Directorof RecordsManagement Department,
Tarrant County Community College District, TX
A strong records management foundation is a criticalcomponent of an overall information management
strategy. We’veinvited three records management expertsto share their thoughts and advice on the
ways that IT professionals and records managerscan work together tocreatea successful records
management implementation.
 The challenges that can createfrictionin your records management strategy, andhow to
overcome these hurdles.
 Best practices for bridging the gapbetween IT and Records Management tocreatea scalable
and cohesive records management implementation.
 How IT and Records Management personnel can best position themselves to provide the most
value in theevolution of records management.
CS115: Reengineering BusinessProcesses
Instructor: Ivan Fantin, Continuous Improvement Manager, CIRCOR Pibiviesse, Italy
CIRCOR Pibiviesse specializes in the manufactureof highly engineered valves for the oil and gas industry.
Eachvalve must be delivered with a “databook” containing all the documentation about materials
certifications, project documentation, customer documentation and witness documentation. By moving
these databooks into Laserfiche, Pibiviesse has decreasedthe penalties it pays due to delays, improved
customer service and enhanced the efficiency of a variety of processes through automation.
In this session, you will learn how:
 Business processes can be improved through process redesign.
 To ensure proper monitoring of overall casemanagement procedures.

CS116: FromDread to Dream: Automated AgendaPacket Compilation with LaserficheWorkflow
Instructor: AntoinetteMann, DeputyCity Clerk, City of Thousand Oaks, CA
Agenda packet days are dreaded by many government employees. With numerous approvals, conflicting
changes and content coming from across the entireorganization, it canbe very tedious to compile
agenda packets. Learn how Laserfiche Workflow enables the City of Thousand Oaks to maintain high
standards of quality and customer service while expediting and streamlining agenda packet compilation.
In this session you will learn:
 How to compile agenda packets using LaserficheWorkflow via a live demonstration.
 Best practices for translating a paper-based process into a digitaloperation.
 The benefits of upgrading to Laserfiche Rio or Laserfiche Avante.
CS117: Implementing Workflows AcrossBorders
Instructor: Josephine El Koreh, IT Development & MaintenanceManager, Bankof Beirut, Lebanon
Learnhow the Bankof Beirut uses Laserfiche to manageand storedocuments across dozens of branches
and different units in thehead office. It uses Laserfiche Workflow to validate daily missing transactions,
integratewiththird party applications, and automateprocesses enterprise-wide.
 To develop a successful contract management process and CRM integration.
 To maximizethe use of your Laserfichewhile integrating it with your different applications.
 The bank increased staff productivity by 60% while decreasing working hours by 20%.
CS118: Rising abovetheRecessionwith LaserficheForms and Workflow
Instructor: Lynda Malmberg, HR and Accounting Manager, SteinhafelsInc., WI
It is tough to keep a furniture business afloat in a recession. Wisconsin’s top furniture and mattress
dealer took a proactiveapproach to stay competitive through improved efficiency. Bydigitizing and
standardizing 36 common HR forms and procedures, such as benefits enrollment, performance
evaluation and job posting, the company was able to save $80,000a year in manual labor costs for HR
and Accounts Payablealone.
 Tips and tricks for identifying areasof process improvement and implementing Laserfiche
Workflow.
 A Forms design discipline that increases successful user adoption.
 How to develop aneffective change management planwhile introducing Laserfiche to the
organization.
CS119: Process MoreInvoices with theLaserficheSDK
Instructor: RayCooper, InformationArchitect, MarkAnthony Group, Canada
MarkAnthony Group is a beveragedistributor with branch offices all over Canada and the United States.
With 4,000 different suppliers, the company has to process roughly 4,000different invoice types. Learn
how integrating systems using the Laserfiche SDK has made theinvoicing process much easier!
 How to migratedata from externalsystems and into Laserfiche using the Laserfiche SDK.
 The back-end configuration that enabled the multi-invoice processing.

CS120: Innovation at Work: MakingProperty Management InformationAvailableto 125
Municipalities
Instructor: MarceloMartinez, Managing Director, IGECEM,Mexico
IGECEM, a public organizationthat houses the Stateof Mexico’sgeographic, statisticaland property
management information registry, transformed a paper-based registryinto a modern and standardized
digitalformat that will be used across 125 municipalities.
In this session, you will learn how IGECEM:
 Formed a technical committeeto develop a standardized templatefor use across six
municipalities.
 Used a standardizedtemplateto digitize over 100,000records.
 Increasedefficiency 30% through records standardizationand improved customer service
through records validation.
* Course will be presentedin Spanish with English slides and live translation.
CS121: Building aStandardizedDigitalInformation Management Platformwith Laserfiche
Instructor: Doug Miller, Operations Manager, CanadianSeed Growers Association, Canada
Canadian Seed Growers Association (CSGA) works with farmers, food processors and seed growers to
oversee seed crop certificationin Canada. Since CGSA spoke at Empower 2014, it has used Laserfiche to
manageover 200 new inspectors across 90 inspection offices, in addition tomoving towarda fully
mobile and online application/inspection process.
 Over 150 forms have been createdand areused by nearly 4,000end users.
 Electronicapplication submissions have increased from 27% to over 90%.
 Electronicinspection report submissions have increased from under 10%to 100%.
CS122: LaserficheImplementation in BADEA
Instructor: Khalid Elsaigh, Headof IT Division, Arab Bank for Economic Development in Africa (BADEA),
Sudan
The Arab Bankfor Economic Development in Africa (BADEA), a financial institution owned by eighteen
Arab members of the Leagueof ArabStates (LAS), integratedLaserfichewith BADEA’sin-house system
to achieve higher efficiency across several processes. Learnhow it increased productivity and staff
communication, while also increasing the security of its documents.
 The steps to a successful changemanagement initiativein BADEAdepartments.
 How to develop and implement over 40 workflows throughout a diverse organization.

Business Process Management
BPM102: Diagramming Processes
Instructor: Lisa Miyake, Project Manager
The most efficient approach to automating business processes startswith asking the right questions,
doing a thorough needs analysis and creating aninitial design or specification.
 Breakdown your business processes into finite steps.
 Define and document process steps.
 Translateprocess steps into Workflow business processes, Laserfiche Forms processes and
Quick Fields sessions.
BPM104: Introductionto LaserficheBusiness Processes
Instructor: Bob Courtland, Laserfiche Sales
Business processes in Laserficheallow you to automatehow users perform sets of tasks and actions.
 How to start workflows on documents from the Laserfiche Client or Web Access.
 What data is availableto report on a workflow’s progress in the Client, Web Access, and
Workflow.
 How to notify business process participants of pending work.
BPM106: Introductionto LaserficheForms
Instructor: Kaitlyn Carrigan, LaserficheSales | Robert Gordon, Software Engineer
Laserfiche Forms offers quick, simplified data collection and processing for your entire organization. Join
us for an insider’s look at this exciting e-forms application!
 How LaserficheForms allows you to route, interact withand manageinformation through web-
based forms.
 How to managebusiness processes in Laserfiche Forms.
BPM108: Introductionto LaserficheWorkflow
Instructor: Jake Smyth, Laserfiche Sales
What is Laserfiche Workflow? What can it do for you? This course will answer these questions and
expand your knowledge of Workflow’s capabilities.
 How to use Workflow’s business process automationtools.
 How Workflow can increaseyour business process productivity.
BPM112: Howto Build a Business Process—ALiveWorkshop
Instructors: Rob Misconin, Sales Engineer
Vote on the process you want a Laserfichesolutions expert to build in realtime during this live
workshop!
 Tips for building highly effective processes.
 Simple solutions you can apply in your own Laserfiche implementation.

BPM114: Hands-On Lab: DesigningForms in LaserficheForms
Instructor: KatieFries, Presales Engineer
Readyto start creating forms? Learn thefundamental aspects behind designing and building forms.
 How to build web-based forms to collect organizationalinformation.
 Advanced options for forms layout.
BPM116: Hands-On Lab: Getting Startedwith Workflow
Instructors: Ashley Hutchison, Project Coordinator
New to LaserficheWorkflow? This lab will get you startedautomating your organization’sbusiness
processes.
 Routedocuments for approval.
 Use Workflow to automaticallysend email notifications.
BPM152: Hands-On Lab: Building Processes in LaserficheForms
Instructor: Jason Rothenberg, Presales Engineer
Once you’ve built a form, plan how you’ll put the information you gather touse.
 The basics of the Laserfiche Forms Business Process Modeler.
 How to route forms for reviewand approval.
 To use theForms Business Process Modeler to send participants notification about required
work.
BPM202: Hands-On Lab: IntermediateLaserficheForms
Learnhow to build better Laserfiche Forms processes and customizethe appearanceof your forms.
 How to use variables to createdynamic processes.
 How to customize form layout and behavior using JavaScript and CSS.
 New objects and service tasks that will help you build comprehensive process models.
BPM204: Best Practices in LaserficheForms
Takeyour Forms business processes to the next level!
 Tips, tricks, and best practicesfor creating effectiveprocess models.
 Easy styling tips for customizing forms.
BPM206: Hands-On Lab: IntermediateLaserficheWorkflow
Instructor: NathanDickson, Solutions Engineer
Go beyond the basics of Laserfiche Workflow.
 Intermediate-levelWorkflow activities, such as Conditional Parallelrouting, iterating withFor
Eachactivities and more.
 How to build complex workflows using intermediateWorkflow activities.

BPM208: Best Practices in LaserficheWorkflow
Instructor: Jason Ku, SoftwareEngineer in Test | Joseph Dearden, SoftwareEngineerin Test
Takeyour workflow designs from intermediateto expert with advice from the pros.
 Tips for creating dynamic workflow processes.
 Tricks to writing airtight starting rules.
 Reporting techniques to monitor processes.
BPM210: WorkflowDesign Strategies
Instructor: Jacob Seene, SoftwareEngineer
Learnthe Workflow logic that will equip you to translateany business situation into actual Workflow
processes. Note: This course is a continuation of BPM102: Diagramming Processes.
 A simple methodology tobreak down difficult tasks into steps that can be easily translated into
Workflow.
 How combinations of Workflow activities can work together to automatecomplex situations.
 How to solve any Workflow challengethat crosses your path.
BPM302: Advanced LaserficheForms
Instructor: Abby Shen, Senior SoftwareTest Engineer| Mary Ma, SoftwareEngineer
Takeyour knowledge of Laserfiche Forms to the next level.
 Best practices for creating and maintaining forms and processes.
 Scripting and rules tocustomize your forms.
 How to connect forms to Laserfiche Workflow.
BPM304: Advanced LaserficheWorkflow
Instructor: Flavio Kuperman, Software Engineer
This course is designed for expert Laserfiche Workflow users, and will cover a variety of detailed
activities that require carefulconfiguration toyield great benefit to organizations.
 How to use specific activities, such as Deadlines, Escalations, ReplicateEntries, Invoke
Workflow, and more.

Captureand Classification
CC101: Overview of CaptureTools
Instructor: ZackDomangue, LaserficheSales
 Define your capture requirements.
 Determinewhich capturetool—Scanning, Snapshot, Quick Fields or Forms—best fits your
needs.
CC102: Introductionto Quick Fields
Instructor: Alex Matos, Laserfiche Sales
This presentationintroduces Laserfiche Quick Fields, a powerful, flexible capturesolution.
 Simplify and automatetheprocessing and storageof documents.
 Improve the efficiency of scanner operators.
CC103: Hands-On Lab: Getting Started with Quick Fields
Laserfiche Quick Fields is an easy-to-use, automatedcapturesolution.
 Collect and store documents using simple techniques like batchscanning and information
retrieval.
 Automatedata entry and document naming and filing.
 Start processing documents using the Quick Fields interface.
CC201: Coming Attractions in Quick Fields
Instructor: Carl Sykes, Software Engineer
Join Laserfiche engineers as they show off the new and exciting featuresthey’reworking on for future
versions of Laserfiche Quick Fields. Please note: these aredemonstrations of future capabilities and are
not yet scheduled to be part of any specific release.
In this session, you will learn about:
 Centralizedsession management.
 The redesigned document revision interface.
CC202: Hands-On Lab: IntermediateQuick Fields
Instructor: Colgan Chan, Solutions Engineer
Quick Fields has many tools to tackletricky scanning challengesand improve the speed and accuracyof
filing. This course will go beyond Quick Fields best practices.
 Tips for increasing OCR accuracy.
 How to use patternmatching.
 Techniques for using the Laserfiche Capture Engine.

CC203: Best Practices in Quick Fields
Instructor: Jacob Seene, SoftwareEngineer | Tessa Adair, SoftwareTest Engineer
Quick Fields has many powerful options for processing scanned documents, and eachimplementation
has its own unique challenges. Join this session for tips on getting Quick Fields up and running.
 Determinewhat information should be extractedfrom a document.
 Configure processing tools to extract information.
 Enhance imagesto ensure information is extractedasaccuratelyas possible.
CC204: Pattern Matching in Laserfiche
Instructors: Flavio Kuperman, SoftwareEngineer
Learnhow to increasethe level of automation and efficiency in your Laserfiche system with pattern
matching. This course will survey patternmatching in the Laserfiche suite.
 Createregularexpressions.
 Define field formats, extract information and sort documents using patterns.
 Createmore efficient and dynamic processes in Laserfiche Workflow and Laserfiche Quick
Fields.
CC205: Advanced LaserficheMetadata
Instructor: Brianna Blanchard, SoftwareTest Engineer | Roger Wu, TechnicalWriter
Familiar with the basics of Laserfichemetadata?This class will take you a step further.
 Advanced metadata featuresthat help you store, retrieveand work with information.
 About dynamic fields, field constraints, automatedversion tracking, tag watermarks, digital
signatures and more.
CC206: Designing SessionsforImprovedOperatorEfficiency
Instructor: Miruna Babatie, SoftwareTest Engineer
This course will teach you how to optimize LaserficheQuick Fields for scanner operators.
 Ensure consistency in your repository by using field constraints and field lookups.
 Configure operatorsecurity and options.
CC301: Hands-On Lab: AdvancedQuick Fields
This course will help users with foundational knowledge of Quick Fields get to the next level.
 Maximizethe efficiency, accuracyand speed of Quick Fields sessions.
 Configure your sessions to run at maximum speed.

Information Governance
IG101: Introduction to LaserficheSecurity
Instructor: Misty Blair, Technical Writer | Sarah Seene, TechnicalWriter
New to security in Laserfiche? This course provides anoverview of Laserfiche security and discusses the
options available. This course is recommended as preparationfor IG151: Hands-On Lab: Implementing
Security in Laserfiche.
 Basic concepts in Laserfiche security, including entry access rights and privileges.
 How administrators cancontrol system functionality, grant administrativeprivileges and hide
metadata fields.
 Folder-level security for granularcontrol over user rights.
IG102: Introduction to LaserficheRecords Management
Instructor: Will Talbot, Solutions Consultant
Before you can manageyour records efficiently or use Laserfiche RME to help simplify the process, you
have to speak the language. Ifyou’re new to records management, thiscourse should be considered a
mandatory prerequisite before you attendany of the other courses relatedto Laserfiche records
management.
 Fundamental concepts and vocabulary associated with records management.
 How to start using Laserfiche to manageyour records.
IG151: Hands-On Lab: Implementing Security in Laserfiche
New to security in Laserfiche? Once you have picked up the basics in IG101: Overview of Laserfiche
Security, learnhow to implement security and takecontrol of your Laserfichesystem.
 Folder-level security for granularcontrol of what users can and cannot access.
 Administrative security to control what functionality users have.
 Security settings to prevent mistakes in filing and searching.
IG201: IntermediateLaserficheSecurity, Part 1
Instructor: Sarah Seene, Technical Writer
(Part 1 of 2.) The key to flexible and robust document security is well-configured entry access rights.
Master these rights and you’re on your way to becoming a Laserfiche security expert!
 How to set up entry access rights to maximizeefficiency, minimize mistakes, and avoid
administrative headaches.
 Implementationtips that make it easy to maintainsecurity as your site grows and changes.

IG202: IntermediateLaserficheSecurity, Part 2
Instructor: Sarah Seene, Technical Writer
(Part 2 of 2.) Laserficheoffers a wide rangeof security options, and some methods of security
implementation arebetter suited to your needs than others.
 How to organizeand manageusers and groups to make themost of what Laserfichesecurity
has to offer.
 A variety of security options that let you fine-tune your security system to meet your exact
needs.
IG203: Best Practices in LaserficheSecurity
Instructor: Constance Anderson, TechnicalWriter
With so many powerful security tools availablein Laserfiche, it can be difficult to know what to use and
where to start. This class will help you determine which security features best suit your needs and how
to use themmost effectively.
 Which security featuresare best for which situations.
 Tips for deploying a flexible and scalable security configuration.
 How to improve security on an existing repository.
IG204: Hands-On Lab: Implementing Records Management, Part 1
(Part 1 of 2.) The process of implementing records management in Laserfiche involves configuring
records management rules in your repository, setting up the file system and then managing records.
 Define and configure records management rules in Laserfiche.
 Set up your records management file plan in Laserfiche.
IG205: Hands-On Lab: Implementing Records Management, Part 2
(Part 2 of 2.) The process of implementing records management in Laserfiche involves configuring
records management rules in your repository, setting up the file system and then managing records.
 Efficiently managea record’s lifecycle from its beginning toend.
 Ensure records management rules are followed.
 Handle exceptions.
IG206: Hands-On Lab: Auditing YourRepository
Instructor: Rob Misconin, Sales Engineer
Laserfiche Audit Trailtracks and records events in Laserfiche, such as logging in, changing a field value,
deleting documents and more.
 Set up the Audit Trail reporting interface.
 Run reports to monitor system activity.
 Use Audit Trail as a tool for security and policy compliance.

IG301: Advanced LaserficheSecurity
Instructor: Constance Anderson, TechnicalWriter | Andrew Schoonmaker, Software Engineer
Is your security setup bigger or more complex thanmost? Learnspecifics about advanced security that
will allow you to make the most of thefeatures available.
 Security options beyond standard folder and user rights.
 More advanced uses of standard security features, such as access rightsand privileges.
 Tips for administering security in a largeor complicated repository.
IG302: Advanced LaserficheRecordsManagement
Instructors: Joseph King, Senior Solutions Engineer
Now that you know thebasics of Laserficherecords management, learnabout advanced topics that will
help you efficiently manageyour records.
 Best practices for managing backups in a records management environment.
 How to use Laserfiche Workflow to automaticallyalert records managersof pending work.
 How to update activerecords management rules.
Administration and EnterpriseDeployment (AED)
AED102: Overviewof LaserficheArchitecture
Instructor: Jared Rechnitz, SoftwareTest Engineer
New to Laserficheadministration? Do you know the difference between thevolume and the database?
 Repository layout.
 How Laserfiche components interact so you canproperly back up, troubleshoot, and upgrade
your system.
AED104: Hands-On Lab: Getting Started with theLaserficheAdministration Console
Instructor: Caroline Hsu, Presales Engineer
New to administering Laserfiche? This course covers what you need to know to get a repository up and
running from an administrativeperspective.
 Createa new repository.
 Set up users and groups.
 Createtemplatesand fields.
AED106: Basic LaserficheTroubleshooting
Instructor: Shule Wong, SoftwareSupport Engineer
New to maintaining Laserfiche? If something goes wrong, you’ll need to know whereto start
troubleshooting.
 The various components of Laserfiche.
 How Laserfiche components interact to alert you of a problem.
 How to methodically troubleshoot your system.

AED152: Hands-On Lab: IntermediateLaserficheAdministration Console
Go beyond repository administration basics and learnwhat more you can do with theAdministration
Console.
 Field formatting and dynamic fields.
 Advanced options for volumes.
AED154: Implementing and SupportingHighly AvailableSystems
Instructor: David Chen, Manager of IT
Organizationsdeploying document management solutions in mission-critical situations require
strategiesfor keeping systems online in theevent of hardwarefailures and other disasters. This course
will address how to provide high availability and quick recovery in theevent of a disaster.
 Clustering.
 Virtualization.
 Off-site mirroring.
AED156: LaserficheUpgrades DoneRight
Instructor: Kacy McKibben, TechnicalManager
Planning on upgrading to the latest and greatest version of Laserfiche? Expanding your system to include
new modules?
 Upgradefrom Laserfiche United to Laserfiche Avanteor Laserfiche Rio.
 Add new users, products and features to a LaserficheRio master license.
AED202: Best Practices in RepositoryDesign
Come learnhow to build a clean, efficient repository that is easy for your organization’sstaff to use.
 Guidelines for automation and other tools to createa good repository structureduring setup.
 Best practices for repository structure, metadata useand folder and document naming
conventions.
 Strategiesfor reorganizing a system that has outgrown its original design.
AED204: Backup and Recovery
When you entrust content to Laserfiche, you want to be sure it will be available for its entire lifecycle,
no matter what happens. The only wayto do that is to back up everything correctlyand know how to
quickly restore from backups.
 Which partsof your system need to be backed up.
 Effective backup methods.
 Steps involved in restoring backups and getting your information back online.

AED206: Designing YourLaserficheEnvironment
Instructor: Jeff Huang, Director, LFConsulting - Services
Spreading components of the Laserfiche Server across multiple servers? This session will answer your
questions about hardwareallocation and generalset up.
 Recommendations for repository components and Laserfiche modules.
 Best practices for running Laserficheas efficiently as possible.
AED208: Hands-On Lab: LaserficheDirectoryServer
Looking to roll out a Laserfiche Rio system? The Laserfiche DirectoryServer is thenewest way to achieve
highly centralizedsystem management. Learnhow to activateproducts and allocatelicenses in the
Laserfiche suite from the web-based LaserficheDirectoryServer.
 Get startedmanaging a Rio system.
 Register and license the Laserfiche Server.
 Allocatenamed user licenses.
AED210: LaserficheServerTroubleshooting
Instructor: Shule Wong, SoftwareSupport Engineer
This course picks up where AED106: BasicLaserfiche Troubleshooting ends.
 The Laserfiche Server architectureinteractswithother products.
 The Laserfiche Server works.
 To identify and resolve problems.
AED212: TroubleshootingLaserfiche Workflow
Instructor: Miruna Babatie, SoftwareTest Engineer
This session will giveyou background information to help you diagnose thetypes of problems you might
encounter with Laserfiche Workflow.
 Identify and solve workflow design issues, such as misconfigured Workflow definitions and
starting rules.
 Anticipateand avoid common problems during the building process.
AED214: Configuring and Troubleshooting Web Access,WebLinkand Mobile
Instructor: Ryan Schooley, Software Test Engineer | Di Shen, Software Test Engineer
Installing and configuring Laserficheweb products requires that specific components and configurations
be present in theenvironment.
 Common implementation issues when configuring Web Access, WebLink and Laserfiche Mobile.
 How to avoid common pitfalls when preparing and configuring your environment.
 Tips for configuring Windows Authentication with Kerberos.

AED216: Configuring and Troubleshooting LaserficheForms
This course covers the considerations for deploying Laserfiche Forms to a largeorganizationand will
demonstratehow better planning will yield better overall results.
 Strategiesfor making the deployment process faster and more efficient.
 How to connect LaserficheForms to Workflow.
 Troubleshooting issues that arise during installation and configuration.
AED218: SecureYourLaserficheDeployment
Instructor: Tom Lappas, Solutions Engineer
Deploying a secure solution extends beyond the way you configure security within Laserfiche.
Depending on your system, theremay be a number of environmental factors to address.
 Secure deployment tips for Laserfiche Rio and Laserfiche Avante.
 How to secure file servers and communication between clients and servers.
 How Laserfichecomponents interact with their hardwareand with eachother.
 Strategiesfor making sure your entiresystem is secure.
AED220: Top 10Performance Pitfalls
Instructor: MaggieRogers, TechnicalManager
Ensuring your Laserfiche solution meets your performance requirements is as important as the way
you’ve designed your solution and requires the same level of attention.
 Strategiesfor monitoring performance and keeping your Laserfiche Server running as fast as
possible.
 Best practices for avoiding bottlenecks with Workflow.
 Design consequences that slow performance.
AED222: DatabaseTuningand Maintenance
Instructor: ZacharyBuck, Presales Engineer
Laserfiche relies heavily on the backend databaseto perform a variety of functions, so ensuring that
your databaseis performing well is an important step in making sure your overall Laserfiche solution
performs as expected.
 How Laserficheusage impacts the database.
 How to identify bottlenecks that may be impacting databaseperformance.
 Strategies, hardwarerecommendationsand configuration options to optimize performance
based on your specific needs.

AED224: Optimizing WorkflowPerformance
Instructor: Ed Heaney, SoftwareEngineer
Users of any software system want it to run at peak performance, speed and efficiency. Laserfiche
Workflow users areno exception.
 Ways tomake Workflow run better.
 The tradeoffs and risks of different optimization options.
 Starting rule performance, scheduled workflows, work queues and Workflow architecture.
AED302: Improving SearchEfficiencies
Instructors: Constance Anderson, Technical Writer | Barna Zajzon, SoftwareEngineer
This course is for administrators interestedin search performanceand indexing efficiency.
 The difference between databaseand full-text searches, and how to optimize both.
 How to get the most from the full-text search and indexing engine.
 Best practices for troubleshooting, indexing, benchmarking and time estimation.
 How to balanceindexing with searchretrievalperformance.
Advanced Customization andIntegration (ACI)
ACI151: Hands-On Lab: CustomizingWebLink
Instructor: Pragya Anurakti, Solutions Engineer
Whether it’s making public records available to your citizensor providing access for customers who
need to see their files, Laserfiche WebLink is thetool you need for distributing your documents via the
Internet.
 How to customize theinterfacewith the WebLink Designer.
 Ways tomake WebLink look and feel like your website.
 Functionality changesyou can make to meet your users’ needs.
ACI153: Hands-On Lab: Creating CustomSearch Forms in WebLink
Instructor: Pragya Anurakti, Solutions Engineer
Once you have Laserfiche WebLink configured to share documents with the public, you may want to
configure focused searches for those users.
 Use the WebLink SearchForm Designer.
 Expand search functionality in a user-friendly way.
 Make your content as easy to find as possible.

ACI155: Hands-On Lab: Configuring theLaserfiche-SharePointIntegration, Part 1
Instructor: Alan Chan, Sales Engineer
(Part 1 of 2.) Combine the power of the Laserfiche content management system with SharePoint 2013’s
collaboration portal functionality. Note: This lab will use a unique virtualmachine that is not
distributable; attendeeswill use provided lab machines to participate.
 Configure theLaserfiche-SharePoint integration.
 Set up the Laserfiche Web Part toview content within SharePoint.
 Set up the Search integrationfor federated searching of Laserficheand SharePoint content.
ACI157: Hands-On Lab: Configuring theLaserfiche-SharePointIntegration, Part 2
Instructor: Alan Chan, Sales Engineer
(Part 2 of 2.) Combine the power of the Laserfiche content management system with SharePoint 2013’s
collaboration portal functionality. Note: This lab will use a unique virtualmachine that is not
distributable; attendeeswill use provided lab machines to participate.
 Archive SharePoint content in the Laserfiche system.
 Set up the Records Center integration.
ACI201: Getting Started with theLaserficheSDK
Instructor: Ryan Schooley, Software Test Engineer | Roger Wu, Technical Writer
Laserfiche provides a number of ways to access thesystem programmatically, offering different tools for
different jobs. This course will help you get startedwith integrationsand is a good technical
complement to BAS207: Effective IntegrationStrategies.
 Fundamental concepts about building an integration.
 Tools availablein the SoftwareDeveloper Kit (SDK).
 What SDK tools cando and when it makes sense to use them.
ACI203: Using Desktop Clients in YourIntegration
Instructor: Robert Strickland, SoftwareEngineer
Join us for an overview of one common method of integration: displaying content stored in Laserfiche
within another application.
 Bridgethe gapbetween Laserficheand other software products.
 Customize Laserfiche to work seamlessly with your integrations.
 Repurpose the Laserfiche UI for easier integrationdeployment.
ACI205: Using Web Clients in YourIntegration
Instructors: Andrew Schoonmaker, Software Engineer| RyanSchooley, SoftwareTest Engineer
The Laserfiche web clients allow you to display and access content stored in Laserfiche. Come see how
you can leveragequick and easy integrationpoints to insert the Laserfiche web clients into other web
applications.
 Simple ways to integratewithLaserfiche Web Access and WebLink using URLs.
 Ways toembed theLaserfiche web UI into other websites using iframes.
 How to use the Laserfiche Connector to smoothly and seamlessly build your integration.

ACI207: Creating Web Services with theSDK
Instructor: ZacharyBuck, Presales Engineer | Mike Yip, SoftwareEngineer
While standardizedarchitectureis a good goal, mixed platforms arethe realityfor most organizations.
Insteadof writing multiple integrationsto meet thedifferent requirements of multiple SDKs, use web
services.
 How to createanintegrationframework that can be accessed by all of your business
applications.
 Strategiesand recommendations for creating a web service.
 Examples of enterpriseintegrationusing the LaserficheSDK.
ACI251: Captureand Classification with the SDK
This presentationwill focus on how to use the Laserfiche SDK for captureand classification tasks.
 Import through DocumentProcessor and DocumentServices.
 Use the new Client Automation Tools to generatepagesor scan documents.
 Use ImportEngineas a method for importing data into a repository via XML list files.
ACI253: Advanced Search Syntax
Instructor: Brianna Blanchard, SoftwareTest Engineer
This course is for power-searchers, administrators or anyone who needs to configure searches for others
in their organization.
 Expand on standardsearch functionality with Laserficheadvanced search syntax.
 Use advanced search syntax with modules like Quick Fields and Workflow.
 Add searchfunctionality to your SDK-based projects.
ACI301: WorkflowScripting and CustomActivities
Instructor: Jacob Seene, SoftwareEngineer
Looking to expand thealready powerful functionality of LaserficheWorkflow? Then it’s timeto kick
things up to thelevel of custom activities.
 When to use scripting and what you can do with scripts.
 Options for expanding Workflow’s functionality.
 How to writecustom activities and configure script activities.
ACI351: Advanced Applied SDK
Instructor: BrianMcKeever, Software Engineer
Most organizationsuse the LaserficheSDK to develop integrations and custom programs on top of the
Laserfiche platform, but there areother ways to use the functionality it provides.
 How to use the SDK libraries.
 Examples and ideas for experienced SDK programmers.

Marketplace/Partners (MP)
MP101: IntegrateLaserfichewith Anything –Really!
Instructor: GeorgeWeihs, CTO, RatchetSoft
Learnhow Ratchet-Xallows you to integrateLaserfichewithany application—no changesto the
integratedapplication or cooperation from vendors required! Integrating Banner, Munis, Sungard,
Fiserv, you name it, has never been easier. Demotopics include: Ratchet-XAction for Laserfiche, screen
OCR editor and new application screen tester.
MP102: Govern Smarter: TheEasiest Way to ManagetheLegislativeProcess
Instructor: DarylBlowes, Senior Vice President and GeneralManager, Acella, Inc.
Automating the legislative process and public meetings helps government agenciesengagewithcitizens
while saving time and money. This presentation will explore how your agency caneasily unify the entire
meeting experience using Accela legislativemanagement to streamlineprocesses and share meeting
content, making it simple for citizens to participatein the decisions that impact theirlives, their
livelihoods and their community—completely online.
MP103: Paper Still Happens Even in aDigital World
Instructor: Chip Benson, Directorof Business Development, Infolinx
Laserfiche and Infolinx have teamedto bring physical and electronicrecords together. Discover how one
search canproduce both the electronic and physical components of a record. Learn how to create,
declareand classify in one easy step. Now that’strue Transparent Records Management!
MP104: GeoDocs 2.0–The New and Improved Link Between Laserficheand ESRI
Instructors: Zack Abshier, Directorof Technology, DocuNavSolutions | Kelly McCormick, Account
Manager, DocuNavSolutions | Charles Han, Developer, DocuNavSolutions
Join us for the unveiling of GeoDocs 2.0—DocuNav’srevampedESRI®integrationfor Laserfiche. By
connecting ESRI with Laserfiche, web-based map users can locate, retrieve, upload and index Laserfiche
documents directly from an ESRI map. Built using anall-new DocuNavWeb Service, GeoDocs has a sleek
new user interface, along with an arrayof innovative new features. Whether you’re a current GeoDocs
user, or someone who is looking for a streamlined ESRI integration, GeoDocs2.0is sure to impress!
MP105: Ready forSignatureAutomation?CompleteYourElectronic DocumentLifecycleManagement
with Digital Signatures
Instructor: Mauricio Pinto, Director, State& LocalGovernment, ARX
SignatureAutomation incorporates electronic signatures into your existing ECMand workflow
applications. But cross-departmental requirements and too many choices can make a decision difficult.
This session will explore the various technology options and selection considerations, provide a simple
decision path and discuss common use cases.
MP106: Making YourMeeting Paperless with NovusAGENDA
Instructor: John Kercher, Managing Partner, Novusolutions
NovusAGENDA canautomateyour entiremeeting process from itemcreation to publication of final
minutes. See how NovusAGENDAcan revolutionize meeting preparation!

MP107: Automating InvoiceProcessing with AdvancedDataCapture
Instructor: Mike Hagins, Directorof Business Development at Ancora Software, Inc.
Accounts payable (A/P) is a mission criticalfunction in every organization. ancoraDocswithLaserfiche is
a complete end-to-end automated invoice processing solution that simplifies the entireA/P process. By
integrating Ancora’sadvanced data capturesolution with Laserfiche, your customers can automatically
captureeither summary data or line itemdetail from any invoice and then submit that information to an
approval workflow within Laserfiche. Learn how you can open up new sales opportunities by solving a
problem that every business has using ancoraDocsand Laserfiche.
MP108: Automating Processes Regardlessof the Content
Instructors: Mark A. Gallagher, VPSales, Parascript | Chris Hill, Senior Sales Engineer, Parascript
Many business processes areinitiated by forms. Thevast majority of these forms arestill paper-based
and include typed or handwritten information. To maximizeefficiencies and reduce costs, organizations
should automateclassification and data extractionfor their most document-intensive processes. This
session will review several case studies that show practicaland effective automation of document-based
workflows.
MP109: Microsoft Exchange, Groupwise& GmailIntegration –ArchiveEmail and Kick off Workflows
Instructor: PatrickWelsch, President, Cities Digital
Archiving email isn’t just about putting email into Laserfiche, it’s about automation. Information sent via
email often includes attachmentsand sometimes needs to be scrubbed for keywords. Come and see
examples of how MagniMailautomatesbusiness and records management for some of the most
advanced Laserfiche implementations.
MP110: A Baker's Dozen: NewCloud and Integration Opportunities
Instructor: Mike Adams, Managing Partner, CambridgeConnections, LLC
See 13 new cloud opportunities for Laserfiche users and resellers, including inbound marketing, landing
pages, Workflow integrations, backup and disaster recovery, connectors to more than 30 other
programs and more.
SpecialEvents
SE001: Getting theMost Out of theConference
Instructor: Sierra Jahoda, Project Manager | Tammy Kaehler, Manager of TechnicalCommunications
You’ve arrivedat Empower 2015, and now you want to makethe most of your timehere. This part-
presentation, part-Q&Asession will help you takeadvantageof every offering.
 Which courses to attend.
 The many resources available to you.
 How to network like a pro.

SE101: Lunch Q&A: LaserficheForms
Instructors: Laserfiche Staff
Join our product expertsfor lunch! You bring the questions about LaserficheForms, and our technical
and business implementation experts will provide the answers.
 Best practices, tips and tricks.
 Common mistakes and useful workarounds.
 New product featuresto be awareof.
SE102: Lunch Q&A: LaserficheWorkflow
Instructors: Laserfiche Staff
Join our product expertsfor lunch! You bring the questions about LaserficheWorkflow, and our
technical and business implementation expertswill provide the answers.
SE103: EmpowerCelebration
The biggest and best party at Empower! Last year’sspecial event featured a great band, a fun photo
booth and fabulous food and drinks.
SE104: Pregúntelealos Expertos deLaserfiche
Instructors: Kelsey Frost, Sales Engineer | Shule Wong, SoftwareSupport Engineer| Juan Carmona,
Laserfiche Sales | Carlos Ramos, Laserfiche Sales | Mona To, Marketing Associate
Acompáñenos en un foro abierto donde podrán hacer sus preguntas a los expertos de Laserfiche.
Con los expertos pueden beneficiarse y aprender:
 Atención personalizada a su pregunta directamentede un experto.
Las mejores prácticaspara utilizarel suite de productos.
 Sobre otros proyectos en la comunidad latina de Laserfiche y las soluciones recomendadas.
SE105: Lunch Q&A: LaserficheBusinessProcesses
Instructors: Miruna Babatie, SoftwareTest Engineer | Sarah Seene, Technical Writer |Kelsey Frost, Sales
Engineer
Join our product expertsfor lunch! You bring the questions about our business processes capabilities,
and our technicaland business implementation experts will provide the answers.

Value-Added Reseller
Note: Value-Added Reseller courses arefor Laserfiche VARsonly.
VAR001: GeneralSession
This must-attendmeeting (an all-morning session) for all VARs provides a strategicoverviewyou won’t
receive anywhereelse. Join Laserfiche executives as they outline Laserfichemarket strategyand the
Laserfiche product roadmap.
VAR101: Howto Givean Amazing Presentation
Instructor: Melissa Henley, Directorof Marketing Communications
If you’re delivering presentations, workshops or webinars, preparationis half the battle. With the right
materialsand presentation techniques, you’ll be on theroad to creating and delivering your best
presentation ever.
 Actionable strategiesto craft a clear and compelling message.
 Easy-to-implement tips to design a better slide deck.
 Tacticsto appearmore confident and engaging.
VAR102: Web Presence: Optimizing forOnline Lead Generation
Instructor: SimonPoulton, Manager of Inbound Marketing Programs
Do you want to reachyour prospects online? From quick wins to practicaladvice for the long-term
optimization of your organization’sonline presence, this session will cover everything you need to know
about modern Search Engine Optimization(SEO).
 How to be found by prospective customers.
 Laserfiche branding considerations.
 How to makesocial media a successful part of your marketing strategy.
VAR103: Panel: Winner’s CircleorBust
Instructors: Joe Kennedy, Unity Business Systems | Frank MacDonald, MC Imaging | Jereb Cheatham,
Laserfiche
The road to the Winner’s Circle requires solid planning and execution. Makesure your energy is spent
where it will give you thehighest probability of success and greatest returns. Join our panel of expertsto
learn field-proven lessons for what it takes to be a Winner’s Circle VAR.
 How to develop and follow a business plan.
 Tips for successful initiatives.
 How to get the most out of eachdeal.
VAR104: Panel: LegalConsiderations forSuccessfulBusiness
Instructors: ZaheerMaster, AcceleratedInformationSystems (AIS) | Rupert Leaton, ManxBusiness
Systems | James Shearer, Laserfiche
Every successful sales plan is backed by a comprehensive legalstrategy. Haveyou heardabout
statementsof work, IP protection and insurance, but don’t know whereto start? Join our panel of
experts as they discuss the legal aspects of being a successful VAR.
 Why contractsand scope of work documents protect everybody involved.
 How and why to protect your intellectual property.

VAR105: Demos: Customizing thePresales-Built Demos
Don’t start from scratch when you’re building new demos! This course will present themany ways that
the Presales demo repository and pre-built demos can be used to illustrate the benefits of Laserficheto
different industries and departments.
 Use the demo repository as a base for custom demonstrations.
 Add custom documents topre-built processes.
 Emphasize theright points and benefits for your audience.
VAR107: Panel: Implementation Best Practices
Instructor: Joseph King, Senior Solutions Engineer
Transitioning from the sale to the implementation to support has numerous challenges. Join our panel
of reseller and Laserficheexperts as they speak openly about implementing Laserfichesystems.
 How to transition from sale to implementation.
 Ways tokeep a client’s business needs first while designing a Laserfiche system.
 Best practices for supporting and maintaining customer deployments.

VAR108: Hiring and Training Sales and TechnicalStaff
Instructors: Pieter Nauta, DirectorofPresales and Training | James Shearer, Directorof Sales
How do you identify talentedpeople? How do you get them competent in explaining, demonstrating
and/or implementing Laserfiche software? Join the teamthat hires and trains sales and presales
employees at Laserfiche.
 The Laserfiche process for interviewing, including evaluationmethods.
 How to implement standardizedemployee training programs.
 How to get new employees up and running quickly with support systems.
VAR109: Licensing: LaserficheRio fortheReal World
Instructors: JamesShearer, DirectorofSales
Licensing a Laserfiche Rio system can be confusing. Our expertswill help you understand Laserfiche
licensing tostreamline the quote generationprocess and ultimately give you the tools to sell more
systems.
 Why Laserfiche Riomakes good business sense for both customers and resellers.
 How LaserficheRio licensing differs from Laserfiche Avanteand “classic” licensing models.
VAR110: Available Resources
Instructor: TaylorGrosso, District Manager|Pieter Nauta, DirectorofPresales and Training
Laserfiche Answers, theSupport Site, the Solutions Exchange, theVAR Portal. Therearea lot of
resources available to assist you—but how do you know which will help?
 What resources are available.
 How to evaluatedifferent resources.
 Tips and tricks to find information quickly and easily.
VAR111: Leveraging theLaserfichePRProgram
Instructors: Andrea LePain, Vice President, GreenoughCommunications |Tim Wacker, Laserfiche
Consultant
Over the past year, nearly 100 articlesabout Laserfiche and its customers and VARshave appeared in
news outlets such as CIO, NetworkWorld, Government Computing News, InvestmentNews and
University Business, among others. Learn how you can gainmore visibility for your business by taking
advantageof our PR expertise.
 What journalists look for in a customer story.
 How to work with Laserfiche to get coveragefor your key accounts.

VAR201: Demos: Selling theDream
Building custom demonstrations takes a lot of work, especially in the world of complex process
automation. Taking thetime to build a solid proof-of-concept demonstration will separateyou from
your competitors and greatlyincreaseyour chances of winning the deal.
 How to makethe best demonstration with limited time and information.
 The subtle touches that really immerse the customer in the demonstration.
 How to structureyour demonstrations to close sales.
UserGroups
Note: User Groups arefor Laserficheend users only, no resellers.
RegionalUserGroups
Come meet other Laserficheusers in your area to exchangebest practices with colleaguesand learn
more about how to createor grow your user group. The following forums areavailable:
 UG101: User Group: Mid-Atlantic (DE, MD, NC, VA, DC)
 UG102: User Group: Central West (CO, ID, MT, NE, NM, ND, SD, WY)
 UG103: User Group: California
 UG104: User Group: Northeast (NY, NJ, CT, ME, MA, NH, RI, VT)
 UG105: User Group: Texas
 UG106: User Group: Mideast (IN, MI, OH, PA)
 UG107: User Group: South (AL, AR, KY, LA, MS, OK, TN, WV)
 UG108: User Group: Pacific West (AK, AZ, HI, NV, OR, WA)
 UG109: User Group: Midwest (IL, IA, KS, MN, MO, WI)
 UG110: User Group: Southeast (FL, GA, SC)
 UG111: User Group: Canada
Industry UserGroups
Come meet other Laserficheusers in your industry to exchangebest practices with colleaguesand learn
more about how to createor grow your user group. The following forums areavailable:
 UG112: Industry User Group: Stateand LocalGovernment
 UG113: Industry User Group: Higher Education
 UG115: Industry User Group: K-12
UG114: LaserficheLEND: Learn, Engage,Network, Develop
Instructors: Mona To, Marketing Associate
Develop your Laserficheskills while engaging and networking with theLaserfiche community.
 Piece together what you have learned from Empower 2015 and share it withfellow attendees.
 Summarizeyour accruedknowledge of Laserfiche products, culture, and experience.
 Apply what you have learned to solve casestudies and win a prize!
_____________________
Copyright© 2014.Laserficheisa trademark of CompulinkManagement Center,Inc.Various product and service
names referenceshereinmay betrademarksof Compulink ManagementCenter,Inc.All other productsandservice
names mentioned may be trademarks of their respective owners.

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