Laserfiche Workflow Made Easy!
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Workflow Made Easy Linda Ding Education Program Strategist Linda.Ding@laserfiche.com Sarah Seene Technical Writer Sarah.Seene@laserfiche.com
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Transcript of Laserfiche Workflow Made Easy!
Workflow Made Easy
Linda Ding
Education Program Strategist
Sarah Seene
Technical Writer
What Will Be Covered Today
‣ Why Workflow‣ Laserfiche Workflow‣ Laserfiche Workflow Activities‣ Q&A
Workflow Management
Paper World of the Past
Disadvantages:• Inefficient use of money and time• Slow to change• Hard to streamline
Workflow Management
Digital World of Today
Advantages:• Fast and efficient processing• Gets documents to people who need them when they need them• Can quickly adapt to new processes
Laserfiche Workflow
‣ Breaks processes into activities‣ More than 70 prebuilt activities
Laserfiche Workflow
‣ Breaks processes into activities‣ More than 70 prebuilt activities
Visual Design Experience
Constructing Workflow
‣ People‣ Process‣ Technology
Scenario 1: Approval Task
“I’m being buried under all these approval requests! How can I keep up with them?”
1. Approval/Deny
Scenario 2: Tracking Deadlines
“Accounts Payable is due on Tuesday… I need to get the check to Accounting by Friday… and Financing is still awaiting sign off ...”
1. Approve/Deny2. Deadline with Notification Emails
Scenario 3: Referencing Information
“I need the PO to issue payment, but I can’t find it! Help!”
1. Approve/Deny2. Deadline with Notification Emails3. Linking Relevant Documents
Scenario 4: Consistent Naming
“It’s so hard finding a document: the AP department uses Title Case, Financing uses UPPER CASE, and IT uses lower_case with under_scores. There has to be an easier way to locate what I need without manually looking through folders!”
1. Approve/Deny2. Deadline with Notification Emails3. Linking Relevant Documents4. Renaming a Document
Scenario 5: Consistent Content
“Admissions needs the application, the Registrars office needs it, as does Financial Aid. So if the document ever changes, we’ll need to create three new copies. Tell me there’s a better way!”
1. Approve/Deny2. Deadline with Notification Emails3. Linking Relevant Documents4. Renaming a Document5. Creating and Distributing Shortcuts
Scenario 6: Metadata Syncing
“We have hundreds of documents in our folders. If we update the properties of the folders, we have to manually update the documents too. Help us find a better way!”
1. Approve/Deny2. Deadline with Notification Emails3. Linking Relevant Documents4. Renaming a Document5. Creating and Distributing Shortcuts6. Syncing Metadata
Scenario 7: Tracking Tasks
“We have a manila folder that holds all the insurance forms needed to be processed, and the staff just takes care of whatever is in that folder. What’s the best way to simulate this process in Laserfiche?”
1. Approve/Deny2. Deadline with Notification Emails3. Linking Relevant Documents4. Renaming a Document5. Creating and Distributing Shortcuts6. Syncing Metadata7. Notify When Document Is Created
Q & A
Workflow Learning Resources
‣ Simple Workflow Video Series
‣ Certified Professional Program (CPP)
‣ Laserfiche Empower Conference 2014
Workflow Made Easy
Linda Ding
Education Program Strategist
Sarah Seene
Technical Writer
