Agility in Action: Driving Process With Laserfiche Forms

9, August 2012

Kimberly Samuelson Jonathan A Kim

Agenda

‣ ECM is foundational to the enterprise

service application layer (ESAL)

‣ Forms introduction

‣ Forms demonstration

‣ Forms strategy and best practice

ECM and ESAL

‣ What is ECM?

‣ What is ESAL

‣ Orienting forms within the enterprise

The Three Components of ECM

ESAL

‣ Centralization

‣ User focus

‣ Integration with the core business

ESAL Purpose

‣ Enhancing the nature of work

‣ Fostering new interaction models

‣ High-velocity transactions

Forms

Lifecycle

‣ Create

‣ Manage

‣ Distribute and deploy

‣ Capture and collect

‣ Process

‣ Archive

Why Forms Processing?

‣ Goals of process include revenue

generating and protecting, data extraction

and transformation, elimination of silos,

compliance, client service

Typical Forms Driven Processes

‣ Internal change requests

‣ Purchase order submission

‣ Expense reports

‣ Web-based form submission

‣ Requisition processes

What Should a Form Support?

‣ Digital signatures

‣ Form design

‣ Data integration and pre-population

‣ Form fill

Permitting Process

Software Demonstration

Forms and Best Practice

‣ Identify

‣ Gateway

‣ Mobile

‣ Prototype and test

‣ Survey

ESAL and Best Practice

‣ Experience

‣ Integrate

‣ Automation

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

Questions?

kimberly.samuelson@laserfiche.com