Laserfiche Flipbook

Introduction to Laserfiche
Managing , Sharing and Presenting Information
Laserfiche is a simple and powerful document management system. Since 1987, more than 35,000
organisation worldwide-encompassing Human Resource, Accounting & Finance, Health Care,
Education, Procurement, Government, Bank, Construction and many other sectors have used
Laserfiche software to streamline documents, records and business process management.
The Laserfiche enterprise content management (ECM) solution allows you to store, organize and
access your organization’s documents and records regardless of location or media. Your organization
has complete control over what type of information is stored, how long it is kept and who can
view the information. It is built on top of Microsoft ® technologies to simplify system administration,
support Microsoft SQL ® and Oracle ® platforms and feature a seamless integration with Microsoft
Office ® applications and a two-way integration with SharePoint®.
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Benefits Of Laserfiche
Quicker
• Effective documents access
• Simplified content - sharing across departments
• Automated workflow to streamline documents
driven processes
• Shortened approval processes
• Maximised revenue growth
Better
• One system, countless solutions
• Seamless integration with other line-of-business
applications
• Easy to use (Drag & Drop Configuration)
• Simple and affordable compliance
• Multiple business processes on a single ECM
platform
Safer
• Centralised control with well-defined procedures
• Certified records management
• Eliminated data silos
• Stringent audit trails
• Improved business productivity infrastructure
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Features
Forms
Replace paper forms with easy-to-design web forms that can be
published on your intranet.
Mobile
Laserfiche Mobile brings business process on the Go. Users can view
business process instructions and review process history directly
from their phones and tablets.
Web - Access
Provides authorized users with access to your documents over
the web, smartphones and tablets.
Security
Provides incredibly granular security, ensuring that users will
only see content they are allowed to see. This security is
cummulative; users can only view content if they have all
the appropriate rights.
Digital Signatures
Automatically sign and validate documents as they are created,
reviewed and archived without leaving the Laserfiche
environment.
Records Management
Secure records tracking from cutoff to final destruction or
accession and provide large volumes of records to auditing
authorities on demand.
Audit Trail
With Laserfiche audit trail, user can track actions to ensure
information security and simplify regulatory compliance.
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Laserfiche Transformation Model
This model is a roadmap for transforming our organisation into a digital
workplace. It provides a structured framework for content digitisation,
process automation,analytics and more.
Digitize
1
Create an electronic
converting your
documents from
paper to digital.
2
Organize
Easily categorize
your documents
and manage them
in a secure, central
location.
3
Automate
Improve
accountability by
digitizing your
business processes
with easy-to-use
electronic forms.
4
Streamline
Gain more visibility
into your operations
and increase the
functional processes.
5
Transform
Drive innovation
by leveraging
predictive analytics
and insight to
transform processes.
KEY PAIN
POINTS
• Excessive storage and retrieval
cost
• Risk of losing important
documents
• No control over who can
access what documents
• A paper-heavy office
• Paper-based data entry
• No central access to documents
• Difficulty finding documents
• Redundant work activity
• Time-consuming, manual
processes
• Inconsistent, disorganized
business processes
• Lack of data integration
between applications
• Difficulty complying with
regulations
• Cumbersome, complex
processes
• Lacking data policy oversight
• Difficulty determining staffing
levels
• Minimal process visibility
• Limited analytics for gaining
business insight
• Processes are not aligned with
business needs
• Ineffective change management
REWARDS
• Reduce document storage
expenses
• Secure critical documents with
disaster recovery
• Easily manage access to
sensitive content
• A paperless office
• Minimal data entry and reduced
human error
• Centralized, secured document
access
• Enable document collaboration
• Fewer duplicate work tasks
• Increased productivity and
elimination of manual tasks
• Standardized, mapped out
processes
• Easy integration between
applications
• Simplified compliance that
addresses regulatory concerns
• Optimized process handling
across functional units
• Cost-effective compliance,
data oversight and data quality
• Ability to reach optimal staffing
levels using prescriptive
analytics
• Increased vision into process
efficiency and performance
• Predictive analytics create new
ways to improve doing business
• Operational structure built for
growth and to support
organizational goals
• An agile business ecosystem
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Laserfiche Forms
Laserfiche Forms is a single application that gives end users the freedom
to design completely unique forms while IT retains central control.
• Design and modify electronic forms
quickly without any programming.
• Ensure accurate and secure data
collection.
Laserfiche Forms process diagram
• Accelerate and Optimise
Business processes
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Solution For Your Business
We help you adapt the software to your existing business processes, making
them – and you – smarter, faster and more efficient.
Human
Resources
Administration
Finance Operations External
Email
Electronic Documents,
Video & Audio
Multifunction
Peripherals
(Scanner,Fax, etc)
Mobile
Devices
ECM Solution
Integration with your organisations core technologies
With modular capture, distribution, process management and integration tools, Laserfiche digital
document management solutions help departments of all sizes manage information, increase
information security and accelerate business processes.
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HR Automation
Provide instant access to employee files, automate personnel tasks
and track decisions throughout the employee lifecycle.
Automate all stages of recruitment and onboarding
• Use web forms to capture and route job applications.
• Instantly send notifications to hiring managers when an application requires review.
• Route hiring decisions to HR to expedite the employee onboarding process.
Access supporting documents directly in Laserfiche
• Eliminate manual follow-ups with one portal for all personnel actions.
• Schedule reminder emails for employees to review their timesheets.
• Track policy acknowledgements and other employee agreements.
Seamless integration with your organisation core technologies
• Access all employee information from a single application.
• Trigger personnel workflows from third party applications.
• Keeping company and employee information secured.
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Accounting & Finance
Increase productivity with paperless approval and payment.
Accelerate Accounts Payable (AP) and Accounts Receivable
(AR) processing
• Scan and capture information from multiple invoices at once.
• Automatically route invoices to multiple employees for review, approval and check processing.
• Audit activity throughout the A/P process to maximize productivity.
• Securely store invoices and related financial documentation for easy retrieval.
Manage information access through a web-based administrative
console
• Limit access by user, role, folder, document and/or data field.
• Maintain round-the-clock visibility of who is accessing, printing or emailing financial records.
• Help ensure compliance with DoD 5015.2-certified records management tools.
Integrate with your Accounting systems
• Facilitate information transfer between Laserfiche and existing accounting software.
• Reduce data entry with automatic lookups for vendor or invoice numbers.
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Health Care
Support medical staff working on the front lines of patient care.
Ensure compliance with regulations and patient confidentiality
• Protect patient information with role-based security tailored to each employee’s role and responsibilities.
• Create folder structures that comply with records retention requirements and avoid costly infraction fines.
• Safeguard sensitive data with template field-level security.
Maximize the usability of patient files
• Provide instant access to all the information that is not stored in electronic medical records (EMR) systems.
• Allow doctors and nurses to instantly access electronic records without disrupting patient care.
• Automatically populate template fields, simplifying indexing and chart retrieval.
• Link supporting content such as insurance information, outside lab results and explanation of benefits
(EOBs) to EMR.
Streamline billing and claims processing
• Ensure complete and accurate information to shorten collection and claims cycles.
• Provide online access with secure, web-based interfaces.
• Automatically route requisitions.
• Extract data from EOBs and link it to patient records, facilitating faster cash posting.
• Eliminate the need to physically copy, batch and transport provider documents.
• Route charge forms to appropriate personnel for verification, coding and billing input.
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Education
Build superior support for student success through process automation
and secure records management.
Create efficient student services
• Streamline communication between administrators, students and faculty.
Improve paper-based procedures across campus
• Streamline multi-department administrative services.
• Centralize faculty records and automate grant management.
Integrate with ERP and student information systems
• Share documents and information between Laserfiche and applications.
• Decrease turn-around times on purchase orders and invoices.
• Eliminate duplicated data entry by extracting information (e.g., student ID and NIC).
from the student information system (SIS) database.
Standardize records management in every department
• Maintain compliance with automated document filing, data entry and student records retention.
• Protect confidential student and personnel files with granular, role-based security.
• Instantly fulfill student records requests and transfers with immediate document access.
• Log all system activity for audits.
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Bank
Streamline customer service operations while raising the bottom line.
Eliminate loan processing bottlenecks
• Capture new client data in electronic forms that can be digitally routed through origination,
closing and funding.
• Use document versioning to ensure that loan officers, branch managers and underwriters
are working with the most accurate loan documents.
• Reduce manual data entry by automatically pulling information from existing databases,
records and forms.
Improve back-office productivity
• Decrease time spent managing physical forms and transferring records.
• Centralize customer records and make information available to all authorised branch employees
on demand.
• Retrieve documents instantly based on loan number, CIF number, NIC, or document type.
• Eliminate time wasted tracking down physical documents.
Create more responsive client service
• Provide rapid response to new accounts requests and client inquiries.
• Enable simultaneous access to documents to allow customer service reps to efficiently answer
customer questions.
• Create workflows that automate suitability approval and exception handling.
Reduce the cost and complexity of compliance
• Cost-effectively manage records to comply with regulations and Bank of Mauritius (BoM) requirements.
• Provide auditors with instant digital access to records.
• Reduce the cost of storing and transferring paper records.
• Automate document retention to eliminate lost documents and associated fines.
• Constantly monitor document access and retrieval to maintain the highest standards of security.
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Government
Streamline the administrative duties of civilian and agencies.
Reduce administrative costs and resources
• Securely digitize Government contracts, case files, employee documents and more.
• Assign templates to public file types to simplify document sorting, search and retrieval.
• Enable multiple employees to access and edit the same file simultaneously.
• Connect Laserfiche documents with your financial management systems.
Streamline records management and control
• Use DoD 5015.2-Certified Transparent Records Management to automate the entire
document lifecycle.
• Create custom views of records repository based on personnel roles and departmental needs.
• Automatically log all system activity, including the creation, modification and deletion of information.
• Reduce the time and costs of e-discovery with instant, enterprise-wide search.
Simplify organization-wide transparency
• Quickly access, add and update information to file folders, regardless of format.
• Provide document access on public web portals viewable from a variety of mobile devices.
• Easily find information in databases and third-party applications to simplify filing, indexing
and processing.
Protect information security
• Shield confidential information with granular security controls.
• User-level security: Specify exactly who can view, modify or delete documents with unique
security credentials.
• Document-level security: Maintain classified information within and about files using whiteout
redactions, security tags and more.
• System-level security: Guard settings and communication between applications with data
encryption, volume checksums and secure web deployment.
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Contract Management
Streamline the entire lifecycle of contracts from internal contract requests
to final signatures and archiving.
Expedite contract approvals
• Automate review and monitor all steps in the contract life cycle.
• Create and reuse standard digital contract templates to eliminate repetitive work.
• Track responses and changes between internal and third-party stakeholders.
• Enable multiple stakeholders to simultaneously view the most current contract
versions every time.
• Set up automatic reports for contract renewals or amendments.
View, edit, sign and approve contracts from anywhere
• Get contracts and agreements approved faster with mobile access.
• Review contracts from any internet-connected device.
• Email shortcuts of contract drafts to required parties so everyone can review the same
document.
• Use digital signatures to approve contracts from a laptop, smartphone or tablet.
• Approve contracts with automated review workflows.
Quickly respond to every contract request
• Immediately find information to answer inquiries at any stage in the contract process.
• Retain contracts only as long as required by industry and corporate regulations.
• Automatically run searches for contracts that are missing signatures and other information.
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Procurement
Simplify procurement activities, accelerate contract signatures and help
enforce contract compliance.
Communication Breakdown
• Store all proposals in the repository and routes them to their necessary reviewers.
• Reviewers can see each other’s comments and edits, increasing collaboration and
clarification without slowing down the review process.
• Each annotation created can be tracked through its panel.
• Maintain classified information within and about files using whiteout redactions,
security tags and more.
Eliminates Unnecessary Complexity
• Reviewing and approving RFP responses is faster.
• Response documents are automatically routed to different reviewers.
• Specify where each response is in the review process at any given time and
ensuring all documents can be viewed in a timely fashion.
Eliminates Procurement Office Bottlenecks
• Apply annotations on the documents and keeping information centralized.
• Digital signatures can also be used to expedite contract finalisation.
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Construction
Reduce project costs, streamline work processes and accelerate
project completion.
Improve Information Accessibility for Clients, Workers and Staff
• Provide central, secure storage for documents in a variety of formats (including scanned paper
documents, e-mails, E-sized drawings, photographs and PDFs).
• Simplify document sorting, search and retrieval, ensure accurate metadata capture and secure
sensitive information.
Streamline Complex Work Processes
• Automate business processes so that staffs spend less time handling paper and more time on
revenue-generating activities.
Improve Security and Compliance
• Safeguard sensitive information and balance access and security with comprehensive security
controls.
Minimize Manual Processing
• Provide production-level document processing capability to further simplify manual processing.
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Central Business Equipment Ltd
Why Choose Central Business Equipment Ltd (CBE)?
• We offer the best experience to our customers.
• We provide reliable, efficient, high quality and innovative solutions.
• We surpass the needs and expectations of our customers.
• We deliver unparalleled customer service by a team of customer
oriented and qualified staff.
Contact Us
Call us for more product details or to request your free Laserfiche demo.
Central Business Equipment Ltd
2, D'epinay Street, Quatre Bornes, Mauritius
Tel: (230) 454 3966
Fax: (230) 454 4215
Email: cbe@intnet.mu
Website: www.cbe.mu
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