Laserfiche Forms: The Customer Perspective
-
Upload
laserfiche -
Category
Technology
-
view
511 -
download
5
description
Transcript of Laserfiche Forms: The Customer Perspective
![Page 1: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/1.jpg)
Laserfiche Forms:The Customer Perspective
Melissa Henley
Director of Marketing Communications
Laserfiche
Mark Williams
Chief Financial Officer
The Prosecuting Attorneys’ Council of Georgia
![Page 2: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/2.jpg)
Today’s Agenda
‣ A Little About Laserfiche Forms
‣ Laserfiche Forms: The Customer Perspective
‣ Learning More About Laserfiche Forms
‣ Q&A
![Page 3: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/3.jpg)
A Little About Laserfiche Forms
![Page 4: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/4.jpg)
About Laserfiche Forms
‣ Customizable Web forms‣ Can be placed onto—or
linked from—your Website, Intranet or public portal
‣ User-defined approval processes and task lists
![Page 5: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/5.jpg)
Poll
‣ What use of Forms interests you most?A. Public forms (FOIA requests, permit
requests)
B. HR processes (employee hiring and onboarding, travel requests, employee evaluations, party RSVPs)
C. AP processes (purchase orders, expense reports, supply orders)
D. Customer processes (new customer onboarding, account requests)
![Page 6: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/6.jpg)
Laserfiche Forms at Laserfiche
‣ Travel Requests and Associated Expenses
‣ Expense Reports‣ Marketing, Presales,
Infrastructure Requests
‣ Party RSVPs‣ Run Smarter Award
Submissions‣ BYOD Requests
![Page 7: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/7.jpg)
The PAR
![Page 8: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/8.jpg)
Welcome to MARS
![Page 9: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/9.jpg)
Find It on the Solution Exchange
![Page 10: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/10.jpg)
What’s Coming in Forms 9.1
‣ An improved look and feel
‣ New reporting capabilities
‣ Expanded functionality
![Page 11: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/11.jpg)
Timer Events
![Page 12: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/12.jpg)
Improved Task Lists
![Page 13: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/13.jpg)
Basic Reporting
![Page 14: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/14.jpg)
Email Approval
![Page 15: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/15.jpg)
Laserfiche Forms:The Customer Perspective
![Page 16: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/16.jpg)
Please Welcome Our Speaker
‣ Mark Williams, Chief Financial Officer
‣ Prosecuting Attorneys’ Council of Georgia
![Page 17: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/17.jpg)
Prosecuting Attorneys’ Council
Who we are?
• State Agency• Administrative
support to 49 District Attorneys in the Judicial Circuits
• More than 800 employees
![Page 18: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/18.jpg)
Prosecuting Attorneys’ Council
Administrative Support to 49 Judicial Circuits
Administrative Support
‣ Training Division‣ IT Support‣ State Prosecution Support Division ‣ General Counsel‣ Fiscal and HR Services
![Page 19: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/19.jpg)
Prosecuting Attorneys’ Council
Human Resources Profile
Three (3) staff members provide HR services for 800+ employees at 50 different locations:‣ Onboarding and Terminations‣ Personnel Action Changes‣ Coordinate Benefits‣ Maintain Employee records‣ Leave Management
![Page 20: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/20.jpg)
Prosecuting Attorneys’ Council
Fiscal Services Profile
Seven (7) staff members manage $83 million in state, federal and other funds:‣ Payroll‣ Accounting‣ Accounts Payable‣ Asset Management‣ Budgeting
![Page 21: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/21.jpg)
Prosecuting Attorneys’ Council
Historic Operational Challenges
‣ Paper volume‣ Inefficient – email, fax,
US mail and walk-ins; missed documents and duplicate transactions
‣ Lack of central files accessible to all
‣ No mobility; productivity tied to office.
![Page 22: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/22.jpg)
Prosecuting Attorneys’ Council
Our Laserfiche Environment
‣ 15 Full-user Licenses‣ 50 authenticated forms users‣ Import Agent‣ Quickfields‣ Web Link‣ Laserfiche Mobile‣ Public Portal‣ Web Forms
Laserfiche Avante
![Page 23: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/23.jpg)
Prosecuting Attorneys’ Council
Laserfiche Implementation
• Fiscal Services Started with Accounts Payable (Dedicated email
address receives documents directly into Laserfiche)
Purchase Request and Travel Reimbursement forms are web-based.
• Human Resources All HR files scanned and indexed (metadata) Personnel Action Forms, Hiring Exemption Request
and Leave Adjustment Forms are web-based.
![Page 24: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/24.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
‣ Required for any change in personnel (hiring/terminations), payroll or position changes.
‣ Initiated by filed offices around the state
‣ “Back office” processing involves HR validation, budget certification and/or payroll processing.
‣ Update Personnel File
![Page 25: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/25.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
![Page 26: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/26.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
![Page 27: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/27.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
Entering the Employee ID automatically populates form with employee, name, position, etc.
![Page 28: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/28.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
![Page 29: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/29.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
![Page 30: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/30.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
![Page 31: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/31.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
• Secure centralized location to receive, process and maintain HR files.
• Audit trail – “I sent that already on…”• Significantly reduced processing time (no need to walk
documents from one station to the next)• Improved Customer Service (and the “Audit
Experience”) – quickly find what we are looking for.• Expanded the Office – Office documents accessible
anywhere there is an internet connection.• Metrics
Results
![Page 32: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/32.jpg)
Prosecuting Attorneys’ Council
What’s next?
• Designing workflows to route documents between HR and Fiscal
• Working to setup the public portal to share circuit specific document to each circuit through the web
• Looking for ways to integrate other systems with LF – Peoplesoft Financials (travel/AP); HCM (auto table updates); Conference Registration System.
• Reviewing implementation in Legal Services and Training Division.
![Page 33: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/33.jpg)
Prosecuting Attorneys’ Council
Web Forms: Personnel Action Forms
• Patience – start slow and let process evolve organically.
• Encourage (and listen to) feedback from “end-users” and customers.
• Table look-ups prevent user from having to provide information we already have
• Make certain fields mandatory (Ensures form is complete ready to be processed)
• Integrate forms with workflows• Email notifications keep everyone informed,
automatically• Reporting reduces likelihood of “blind spots”
Tips and Tricks
![Page 34: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/34.jpg)
Learning More AboutLaserfiche Forms
![Page 35: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/35.jpg)
Quicker Better Safer: Laserfiche Forms
‣ Learn how to set up and configure Laserfiche Forms for five daily business processes, including: • Purchase orders • Travel requests • Employee hiring and
onboarding • Employee evaluations • New customer onboarding
![Page 36: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/36.jpg)
The Certified Professional Program
‣ Coming soon! BPM II: Laserfiche Forms• Business Process
Analysis• Business Process
Modeler• Forms Builder
![Page 37: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/37.jpg)
![Page 38: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/38.jpg)
New Classes at Empower 2014
‣ BPM105: Introduction to Laserfiche Forms
‣ BPM106: What’s New in Laserfiche Forms
‣ CC108: Hands-On Lab: Designing Forms in Laserfiche Forms
‣ BPM151: Hands-On Lab: Building Processes in Laserfiche Forms
‣ BPM201: Intermediate Laserfiche Forms
‣ BPM251: Advanced Laserfiche Forms
‣ ACT207: Configuring and Troubleshooting Laserfiche Forms
![Page 39: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/39.jpg)
Don’t Forget: Customer Success Stories
‣ EDM 106: From Traditional to Transformational with Laserfiche
‣ EDM 107: Going Paperless Enterprise-Wide with Laserfiche
‣ EDM 108: Business Automation in 18 Months
‣ CD 125: Optimizing Mobile Strategy with Laserfiche and Forms
![Page 40: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/40.jpg)
Want to Learn More About Forms?
laserfiche.com/demo
![Page 41: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/41.jpg)
Q&A
![Page 42: Laserfiche Forms: The Customer Perspective](https://reader033.fdocuments.us/reader033/viewer/2022052619/55549dc1b4c905fd608b485e/html5/thumbnails/42.jpg)
Prosecuting Attorneys’ Council
Web Forms: Customer Perspective
Questions?