laserfiche enterprise content management tim welsh president, nexus-strategy
TRANSCRIPT
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Laserfiche Enterprise Content Management
Tim Welsh
Additional Logos (optional)
President, Nexus-Strategy
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A Brief History of Document Management
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Paradigm Shift
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ECM Methodology
‣ Six core components:
Enterprise Content Management
Document Management
Workflow Automation
Understanding of larger process
Oversight of content security
Oversight of process
efficiency
Ability to modify
process
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Automate any process!
‣ New account opening‣ Blotter creation and supervision‣ Filing books and records‣ Accounts Payable‣ Travel Expense/Request‣ Anything you can imagine!
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Laserfiche ECM Methodology in Action
Girard Securities, Inc.
• A Laserfiche client since 2006.
• 6 departments and 130+ users use Laserfiche daily to automate processes such as:
• Electronic blotter processing• Advertising approvals• Document status tracking
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Laserfiche Connector Overview
‣ Search the Laserfiche repository based on key information from primary applications such as CRM and ERP systems.
‣ Scan a page, automatically populate metadata and store it in Laserfiche—directly from your primary application.
‣ Connect two applications by allowing one of them to start the other (including the ability to pass parameters between them).
‣ Choose whether the actions above are triggered from a keyboard shortcut, a button embedded in the application or both.
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How Laserfiche Connector Works in Salesforce
Simple, code-free integration setup to retrieve documents
in Laserfiche directly from
Salesforce.com