Laserfiche ECM for Broker-Dealers Jeffrey Green Director of Strategic Services, Laserfiche.
Laserfiche forms webinar
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Transcript of Laserfiche forms webinar
![Page 1: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/1.jpg)
Agility in Action: Driving Process With Laserfiche Forms
9, August 2012
Kimberly Samuelson Jonathan A Kim
![Page 2: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/2.jpg)
Agenda
‣ ECM is foundational to the enterprise
service application layer (ESAL)
‣ Forms introduction
‣ Forms demonstration
‣ Forms strategy and best practice
![Page 3: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/3.jpg)
ECM and ESAL
‣ What is ECM?
‣ What is ESAL
‣ Orienting forms within the enterprise
![Page 4: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/4.jpg)
The Three Components of ECM
![Page 5: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/5.jpg)
ESAL
‣ Centralization
‣ User focus
‣ Integration with the core business
![Page 6: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/6.jpg)
ESAL Purpose
‣ Enhancing the nature of work
‣ Fostering new interaction models
‣ High-velocity transactions
![Page 7: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/7.jpg)
Forms
![Page 8: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/8.jpg)
Lifecycle
‣ Create
‣ Manage
‣ Distribute and deploy
‣ Capture and collect
‣ Process
‣ Archive
![Page 9: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/9.jpg)
Why Forms Processing?
‣ Goals of process include revenue
generating and protecting, data extraction
and transformation, elimination of silos,
compliance, client service
![Page 10: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/10.jpg)
Typical Forms Driven Processes
‣ Internal change requests
‣ Purchase order submission
‣ Expense reports
‣ Web-based form submission
‣ Requisition processes
![Page 11: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/11.jpg)
What Should a Form Support?
‣ Digital signatures
‣ Form design
‣ Data integration and pre-population
‣ Form fill
![Page 12: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/12.jpg)
Permitting Process
![Page 13: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/13.jpg)
Software Demonstration
![Page 14: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/14.jpg)
Forms and Best Practice
‣ Identify
‣ Gateway
‣ Mobile
‣ Prototype and test
‣ Survey
![Page 15: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/15.jpg)
ESAL and Best Practice
‣ Experience
‣ Integrate
‣ Automation
![Page 16: Laserfiche forms webinar](https://reader038.fdocuments.us/reader038/viewer/2022100518/5599e6001a28ab447a8b46da/html5/thumbnails/16.jpg)
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