Anaheim Marriott Hotel -...

1 User Registration

6 Video Interview Room

2 VAR Registration

3 Breakfast/Lunch/Refreshments

4 ACE Summit

5 Info Center

Office HoursLaptop ConfigurationCPP Registration

Anaheim Marriott HotelFloor Plan

MARQUIS BALLROOM

Lobby Level

SELF PARKING

GOLD KEY

CENTER & SOUTH

E

F

NORTHEAST

AB

FEDEX

I II

III

CD

3-4 7-8

9-101-2 5 6

JK GH

234 1

NORTHWEST

GOLD KEY

GRAND BALLROOM

ELITEFRONT DESK/LOBBY

TO LOWER LEVEL MEETING ROOMS

HOTEL ENTRANCE

ELEVATORS

BALLROOM ENTRANCE PATIO

ELEVATORS

ELEVATORS

PALMS TOWER

OASIS TOWER

ORANGE COUNTY BALLROOM

2

1

4

3

5

Lower Level Meeting Rooms

SAN DIEGO

RANCHO LAS PALMAS

NEWPORT BEACH

LOS ANGELES

LA JOLLA

DESERT SPRINGS

6

PLATINUM BALLROOM

WELCOME to Empower 2014!

Dear Colleague:

Welcome to Empower 2014! I am delighted that you have come to participate in the activities and opportunities offered by the Laserfiche community.

More than 2,000 of us are gathered here to explore the frontiers and push the boundaries of information management. We are living in a unique time in history. As change agents, we are charged with the responsibility to demonstrate leadership within our organizations. This is the place to hone our technological edge and reaffirm our commitment to excellence.

Whether you’re here to learn about new Laserfiche products or to expand your knowledge on best practices in designing business processes, implementing e-forms or improving your approach to project management, Empower 2014 offers a wide range of learning and networking opportunities, including many hands-on labs, lunch Q&A sessions, user group meetings and more.

Whenever the opportunity presents itself, I encourage you to take a moment to introduce yourself to those around you, whether it’s in a classroom, at your lunch table or at a social event. You will find that your fellow attendees are as excited and motivated to be here as you are.

So let’s get started! Enjoy, excel, thrive!

Nien-Ling Wacker Founder and CEO

In Celebration

Many of you may be aware that Tom Wayman passed away last May. Tom joined Laserfiche in 1991 as a programmer and was promoted to systems engineer before moving to the marketing department and serving as vice president of marketing and product strategy.

Tom’s passion for helping organizations use the Laserfiche Run Smarter® philosophy drove him to continuously push for bigger and better things from the company and to maintain excellence in product development, marketing,

sales and customer support. The consummate customer champion, Tom encouraged us to keep the community’s needs front and center at all times. His vision, energy and talent inspired us all to reach new heights.

To honor Tom’s memory, and in recognition of his many contributions to the Laserfiche community, we are introducing a new Run Smarter® Award: The Tom Wayman Leadership Award. This award will be presented to an individual within the Laserfiche community who exemplifies extraordinary leadership, vision and commitment to sharing the Run Smarter® philosophy.

Please join us for the Run Smarter® Awards ceremony during the general session on Thursday morning to celebrate the achievements of the first annual recipient of the Tom Wayman Leadership Award.

Tom WaymanVice President, Marketing and Product Strategy

3#empower14

Table of Contents

04

13

2541

83

101

105

Social Media

Hotel Information

Pre-Conference Activities

Info Center

Laptop Configuration

At & After Empower Checklist

Schedule at a Glance

Daily Schedule

Course Information

Track Descriptions

Session Details

Featured Highlights

Networking Events

Run Smarter Award Winners

Sponsors

Premium: Epson

Platinum: Fujitsu

Exhibitors

Session Evaluations

Stickers

Note Pages

04

05

06

07

09

11

13

14

41

42

44

83

86

88

101

102

105

115

119

General Information

Schedule

Suggested Agendas

Course Details

Highlights & Events

Alliance Partners

Extras

4

General Information

Social Media

Save your feet—send a tweet!Follow @Laserfiche and use #Empower14 in your tweets. Then sit back and enjoy the conversation.

twitter.com/laserfiche

Connect on LinkedIn and see what you win!Networking with the people you meet at Empower 2014 on LinkedIn will reward you with business connections. But connecting with us on any of our social media channels will earn you free swag! All you have to do is share your Empower experience with us.

linkedin.com/company/laserfiche

See how you look—view photos on Facebook!You don’t have to get out of your chair to see the faces of Empower. Upload your photos to our shared album, or check to see if one of our photographers captured your good side. Don’t forget to tag yourself!

facebook.com/laserfiche

Need help tweeting, posting and hash-tagging? We’ll take you from social network novice to web wizard. Visit us at the Info Center where we can snap a profile picture of you, help you set up a Twitter account, learn the essentials of social navigation and more!

You came to Empower. Now make it come to you.Get conference updates, win prizes and network with ease through our social media channels.

5#empower14

Hotel Information

Official Empower 2014 Hotel: Anaheim MarriottAnaheim Marriott 700 West Convention Way Anaheim, CA 92802

1.714.750.8000

Wireless network: Empower2014 Wireless password: conf2014

Check-in time: 4:00 pm Check-out time: 12:00 pm

ParkingOn-site parking fee: Discounted to $10.00/day for Empower 2014 attendees. Parking validation tickets are available at the User Registration Desk.

Valet parking fee: $28.00/day, no validation needed.

Hotel AmenitiesFitness center Outdoor pool & Jacuzzi Full-service business center Starbucks and Marketplace

Anaheim Marriott RestaurantsJW’s Steakhouse Café del Sol Degrees Lounge

Concierge DeskOpen 7:00 am – 8:00 pm daily, at the lobby level

Nearby Points of InterestRuth’s Chris Steak House 0.3 mi Disneyland & Disney California Adventure 0.8 mi Anaheim Garden Walk 1 mi House of Blues Restaurant & Concert Hall 1.3 mi Angel Stadium of Anaheim 2.5 mi Noble Ale Works Microbrewery & Tasting Room 2.6 mi

General Information

6

For the first time ever, we’ve added a slate of pre-conference classes and activities to the schedule. They are designed to help you hit the ground running once the conference officially begins.

Avoid the crowds by visiting the Info Center from 10:00 am – 7:00 pm to get your laptop configured with the conference virtual machine, print your schedule, ask logistical questions and network with Laserfiche developers.

Get insider tips on making the most of your time at Empower from User Education experts at a special class, CD001: Getting the Most Out of the Conference, at 4:00 pm in Grand CD.

Take classes that will prepare you for the advanced courses offered over the next three days.

Kick back at the Welcome Reception in the Platinum 5 Ballroom from 5:00 pm – 7:00 pm with appetizers, drinks and networking.

Tuesday, January 1410:00 am – 7:00 pmInfo Center

Tuesday, January 144:00 pm – 5:00 pmGrand CD

See the course schedule for more info (page 15)

Tuesday, January 145:00 pm – 7:00 pmPlatinum 5-6

Pre-Conference Activities

In honor of the launch of Laserfiche Answers, a community-driven web forum where you can share your knowledge and expertise, we’ve filled the Empower 2014 program with fun facts about Laserfiche and tips from some of our most engaged users. Enjoy!

General Information

7#empower14

Info Center

Quicker Better SaferThe original collection of solutions created by Laserfiche users across various industries and business processes.

QBS: Laserfiche FormsThis book offers screenshots, step-by-step explanations and advice on how to set up and configure Laserfiche Forms for five daily business processes.

QBS: Laserfiche MobileLearn more about how organizations can work remotely with Laserfiche Mobile for the iPhone and iPad.

QBS: Accounts PayableGet an in-depth look into how ten organizations streamlined their AP processes with Laserfiche.

QBS: Higher EducationThis book provides valuable insight into the unique student- and faculty-driven processes improved by Laserfiche.

QBS: Human ResourcesSee customer solutions for streamlining and automating processes such as employee onboarding and travel request processing.

Located in the Elite Ballroom, the Info Center is where you’ll go to speak directly with Laserfiche software developers, testers, presales engineers and more. Didn’t have enough time after a popular class to ask all your questions? Stop by the Info Center to get one-on-one answers! Want to sign up for a Certified Professional Program (CPP) exam? Do it in person at the Info Center!

You don’t need an appointment to visit the Info Center. Simply stop by during conference hours to meet our experts, get assistance with laptop configuration, print your conference schedule or ask any logistical questions you may have.

Plus, you’ll get solutions you can hold in the palm of your hand! Stop by the Info Center to choose one of five special versions of our Quicker, Better, Safer (QBS) book, all of which are jam-packed with user-developed solutions.

Tuesday10:00 am – 7:00 pmElite Ballroom

Wednesday - Friday7:00 am – 5:30 pmElite Ballroom

(except during general sessions)

Higher Education

The Info Center is a great resource for deeper learning and getting specific questions answered. Talk to the experts at the Info Center for their input and advice.

“”Kathy Jenisch, Kentucky Sanitation District #1

General Information

Tired of carrying your Empower program around? Download the complete digital version on your tablet or smartphone.

laserfiche.com/conference

Get the program on your mobile device!

9#empower14

At Empower 2014, the labs will be using a virtual machine that simulates the environment of the Laser Investigators, a fictitious private investigation firm using Laserfiche to operate more efficiently. Labs will provide 50-80 laptops for attendees, and registering for a lab guarantees your use of one of the provided laptops.

In addition to the provided laptops, there will be seating for 20-25 more students running the virtual machines themselves. If you were unable to register for a lab, or if you prefer to use your own computer, you may install the lab VM on your own laptop.

This virtual machine runs Windows Server 2008 R2, and requires the following minimum hardware in order to run:

` 64-bit OS for the host (laptop) machine (Windows 8, 7, Vista) ` VMWare Player 6 ` Dual core or higher CPU ` 4 GB of RAM, more recommended ` 50 GB hard drive space

Laptop Configuration

Need help? If you would like assistance setting up the virtual machine on your computer, please stop by the Info Center.

If you can manage to go a day early or stay an extra day, do it! Disneyland is walking distance from the conference hotel and I spent a day and a half at Disneyland last year before the conference and had a blast!

“

”—Kathy Jenisch, Kentucky Sanitation District #1

General Information

Experience the most practical and diverse platform for Laserfiche advice. On the Solution Exchange, you can:

Search through 150+ user-developed solutions by industry or business process.

laserfiche.com/solutionexchange

Laserfiche tips from users, for users.Solution Exchange

See step-by-step examples of peer-developed workflows, integrations and customizations.

Get practical, proven advice on how to improve your own organization.

Laserfiche Answers is a community-driven web forum where Laserfiche staff and resellers from all around the world can share their knowledge and expertise.

If you liked the forums on the Support Site, you’ll love Laserfiche Answers, which provides a faster and easier way to ask questions, get answers and earn reputation points to showcase your expertise.

11#empower14

At Empower Checklist

After Empower Checklist

Attend the general sessions. Be the first to hear Laserfiche’s biggest announcements of the year.

Visit the Info Center. Come here to print your conference schedule, pick up QBS books and get your questions answered any time you want.

Configure your laptop. Stop by the Info Center to set up your laptop with the Empower 2014 virtual machine and follow along in any of our hands-on labs!

Tweet, tweet, tweet! Follow #Empower14 on Twitter for up-to-date information and tweet your thoughts about Empower in real time.

Network with other attendees. Go to a networking lunch or user group meeting and get to know peers in your industry.

Download the Laserfiche Mobile app. Now available on your iPhone, iPad or Android device, you can use Laserfiche Mobile to get a digital copy of this program!

See what our partners can offer you. Exhibiting partners will tell you all about their powerful Laserfiche integrations. You might find a solution you never knew existed.

Show off your moves at the special event. Conveniently located in the hotel, this year’s special event is a great opportunity to kick back, enjoy some music and turn new acquaintances into lifelong friends.

Share what you learned at Empower with the rest of your organization by creating and leading a presentation of key conference takeaways.

Complete the post-Empower survey so we’ll know how we can make the next conference even better.

Connect with your new contacts on LinkedIn and schedule lunch/networking/user group meetings with contacts in your area.

Share your Empower experiences on Twitter, Facebook, LinkedIn and Instagram so people who weren’t there can learn from you.

Follow us on Twitter @laserfiche and keep an eye out for special conference materials like session PowerPoints, videos and more.

Implement what you learned by making adjustments and improvements to current processes.

General Information

Rely on Epson for a wide range of high quality sheet fed and flatbed document scanners to meet the most demanding requirements.

The WorkForce DS-860 • 60 ppm and 120 ipm • Advanced Feed System for

more reliable paper handling • 80-page Document Feeder • Optional Network Interface

For more information on Epson® Document Scanners, visit epson.com/scanners

Epson WorkForce DS-860 Scanner

EPSON and EPSON Exceed Your Vision are registered trademarks of Seiko Epson Corporation. ImageWay is a servicemark of Epson America, Inc. ©2013 Epson America, Inc.

Epson_DS-860_Scanner_Ad_6.5X9_r1.indd 1 11/12/13 12:29 PM

#empower14 13

Schedule at a Glance

10:00

1:30

2:45

4:00

5:00

Registration & Info Center Open

Pre-Conference Session 1



Welcome Reception

7:00

2:30

3:45

5:00

7:00

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Tuesday, January 14

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8:15

9:45

11:00

12:00

1:30

2:45

4:00

5:00

Conference Registration & Continental Breakfast

General Session

Class Session 1

Class Session 2

Lunch

Class Session 3

Class Session 4

Class Session 5

Run Smarter® Awardees Meet & Greet Reception

8:15

9:30

10:45

12:00

1:30

2:30

3:45

5:00

6:30

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Thursday, January 16

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11:00

12:00

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Continental Breakfast

Class Session 1

Class Session 2

Class Session 3

Lunch

Class Session 4

Class Session 5

8:30

9:30

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12:00

1:30

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3:45

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Friday, January 17

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1:30

2:45

4:00

6:30

Conference Registration & Continental Breakfast

General Session

Class Session 1

Class Session 2

Lunch

Class Session 3

Class Session 4

Class Session 5

Special Event: NRG-ize

8:15

9:30

10:45

12:00

1:30

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3:45

5:00

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Wednesday, January 15

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14

Courses at Empower 2014 are designated by a track and a number, such as CD101 or EDM204. Tracks are collections by topic, and numbers indicate the level of difficulty of each session. Tracks include both presentation and lab courses. (See page 42 for more details about each track.)

Daily Schedule

Analysts, Consultants and ExpertsACE EDM

Enterprise Deployment and Management

ACT IGAdministration, Configuration and Troubleshooting

Information Governance

BPM MPBusiness Process Management Marketplace/Partners

CC UGCapture and Classification User Group Meetings

CD VARContent Delivery Value-Added Reseller

Welcome Reception 5:00 pm - 7:00 pm Platinum 5

#empower14 15

I really liked the way the courses at Empower were set up; for example, I didn’t realize how in-depth they would be in sharing other companies’ stories. It was comforting to learn how other companies experienced their implementations as Circor was getting ready for its own.

Tuesday, January 14, 2014

BPM101 Business Process Strategies Grand GH

BPM107Introduction to Laserfiche Business Processes Grand JK

ACT102Lab: Using the Laserfiche Administration Console Grand F

BPM103Introduction to Workflow Grand JK

BPM103Introduction to Workflow Grand JK

BPM109Lab: Getting Started with Workflow Grand E

BPM105Introduction to Laserfiche Forms Grand CD

BPM151 Lab: Building Processes in Laserfiche Forms Platinum 3-4

CC108Lab: Designing Forms in Laserfiche Forms Grand F

CD001Getting the Most Out of the Conference Grand CD

CC102 Overview of Capture Tools Grand GH

CD101 Overview of the Laserfiche Suite Grand AB

CD101Overview of the Laserfiche Suite Grand AB

CD103 What’s New in Laserfiche Grand GH

BPM109Lab: Getting Started with Workflow Grand F

CC108Lab: Designing Forms in Laserfiche FormsPlatinum 3-4

CD101Overview of the Laserfiche Suite Grand AB

CD103 What’s New in the Laserfiche Suite Grand CD

4:00 pm - 5:00 pm

2:45 pm - 3:45 pm

1:30 pm - 2:30 pmCD111 Lab: Getting Started with Laserfiche, Part 1 Grand E

CD113 Lab: Getting Started with Laserfiche, Part 2 Grand E

CD123 Lab: Searching in Laserfiche, Part 1 Platinum 3-4

“” —Amanda Flores, Circor

Breakfast 7:00 am - 8:15 am Platinum 5-6General Session 8:15 am - 9:30 am Marquis Ballroom

16

Lunch 12:00 pm - 1:30 pm Platinum 5-6

9:45 am - 10:45 am

1:30 pm - 2:30 pm

ACE201 Persona Development, Folksonomy and Business Analysis for BPM, Part 1 Gold Key 1-2

BPM110 Lunch Q&A: Forms Marquis Northeast

BPM111 Lunch Q&A: Workflow Marquis Northwest

UG Education, Financial and SLG ”Education,” “Financial” and “SLG” tables in Platinum 5-6

ACE201Persona Development, Folksonomy and Business Analysis for BPM, Part 2 Gold Key 1-2

ACT102Lab: Using the Laserfiche Administration Console Platinum 3-4

ACT103Basic Laserfiche Troubleshooting Grand GH

11:00 am - 12:00 pm

Wednesday, January 15, 2014

ACE100Innovation and ECM, Part 2 Gold Key 1-2

ACT101Overview of Laserfiche Architecture Grand AB

BPM107Introduction to Laserfiche Business Processes Grand CD

BPM109Lab: Getting Started with Workflow Grand F

BPM151Lab: Building Processes in Laserfiche Forms Grand E

BPM301Advanced Workflow Design Grand GH

CC206Quick Fields in the Real World Grand JK

CD109Getting Started with Laserfiche OC4

CD119Introduction to WebLink and Public Portal La Jolla/LA

CD205Lab: Creating Custom Search Forms in WebLink Platinum 3-4

EDM106Customer Story: From Traditional to Transformational with Laserfiche OC1

EDM201Repository Design Essentials OC2

EDM206Web Deployment Case Studies Grand JK

EDM206Web Deployment Case Studies Newport/RLP

EDM351Advanced Applied SDK Platinum 7-8

IG202Lab: Implementing Records Management, Part 1 Platinum 1-2

IG205Troubleshooting Security Platinum 9-10

VAR101Implementing Agile Sales OC3

ACE100Innovation and ECM, Part 1 Gold Key 1-2

ACT205Troubleshooting and Debugging Workflow Grand JK

BPM104What’s New in Workflow Grand CD

BPM251Advanced Laserfiche Forms Platinum 9-10

CC102Overview of Capture Tools La Jolla/LA

CC106Lab: Scanning in Laserfiche Grand F

CC108Lab: Designing Forms in Laserfiche Forms Grand E

CC110Introduction to Quick Fields Grand AB

CD001Getting the Most Out of the Conference OC3

CD101Overview of the Laserfiche Suite OC4

CD203Lab: Customizing WebLink Platinum 3-4

CD301Using Advanced Search Syntax Platinum 1-2

EDM101Implementation Practices: Project Management OC2

EDM105Customer Story: Implementing Laserfiche and Public Portal OC1

EDM208Implementation Practices: Top 10 Performance Pitfalls Newport/RLP

EDM251Creating Web Services with the SDK Platinum 7-8

IG102Fundamentals of Records Management Grand GH

INVITATION ONLY

INVITATION ONLY

Special Event: NRG-ize 6:30 pm - 9:30 pm Marquis Ballroom

#empower14 17

4:00 pm - 5:00 pm

2:45 pm - 3:45 pm

ACT203Tips and Tricks for Administrators Marquis Northwest

ACT206Configuring and Troubleshooting Web Access, WebLink and Mobile Grand GH

ACT207Configuring and Troubleshooting Laserfiche Forms Grand JK

BPM103Introduction to Workflow Marquis Northeast

BPM203Lab: Intermediate Workflow Design Grand F

BPM204Workflow Integration Strategies Platinum 9-10

CC114What’s New and What’s Next in Quick Fields Grand CD

CC118Customer Story: Quick Fields v Workflow Smackdown OC1

CC210Lab: Quick Fields 9 Platinum 1-2

CD121Searching in Laserfiche Grand AB

CD123Lab: Searching in Laserfiche, Part 1Grand E

EDM151Implementation Practices: Laserfiche Upgrades Done Right OC2

EDM210Getting Started with the SDK Platinum 7-8

IG252Lab: Transparent Records Management Platinum 3-4

MP103Email–Automation, Workflow and Archiving OC4

UG103California Newport/RLP

VAR105Customizing the Presales-Built Demos OC3

Wednesday, January 15, 2014

ACT201Backup and Recovery Platinum 9-10

BPM101Business Process Strategies Marquis Northeast

BPM152Lab: Designing Workflow Business Processes Grand F

CC216Advanced Metadata Marquis Northwest

CC302Capture and Classification with the SDK Platinum 7-8

CD103What’s New in the Laserfiche Suite Grand JK

CD109Getting Started with Laserfiche Grand AB

CD111Lab: Getting Started with Laserfiche, Part 1 Grand E

EDM102Implementation Practices: Requirements Gathering OC2

EDM108Customer Story: Business Automation in 18 Months OC1

EDM203Effective Integration Strategies Grand CD


MP101Integrate Laserfiche with Anything—Really! OC4

UG101Mid-Atlantic Newport/RLP

VAR108Implementation and Support Best Practices OC3

ACE202Exploring the ECM Angle to Business Process OC2

ACT151Lab: Intermediate Laserfiche Administration Console Platinum 3-4

ACT202Lab: Laserfiche License Manager Platinum 1-2

ACT204Laserfiche Server Troubleshooting Grand GH

BPM102Implementation Practices: Diagramming Processes Marquis Northeast

BPM105Introduction to Laserfiche Forms Marquis Northwest

BPM106What’s New in Laserfiche Forms Grand AB

BPM112Customer Story: Company-Wide Workflow OC1

CC154The Power of Tokens in Laserfiche Grand CD

CC208Intermediate Quick Fields Platinum 9-10

CC212Lab: Designing Faster Sessions in Quick Fields Grand F

CD113Lab: Getting Started with Laserfiche, Part 2 Grand E

CD251Using the Laserfiche UI in Your Integration Platinum 7-8

IG101Introduction to Laserfiche Security Grand JK

MP102Making Your Meeting Paperless with NovusAGENDA OC4

UG102Central West Newport/RLP

VAR104Onboarding and Training Staff OC3

ACE102 The Praxis of Process: Accounts Payable and Case Management Gold Key 1-2

BPM109 Lab: Getting Started with Workflow Grand F

BPM201 Intermediate Laserfiche Forms Grand GH


18

9:45 am - 10:45 am

ACT104 Lunch Q&A: Administration and Deployment Marquis Northeast

CC116 Lunch Q&A: Quick Fields Marquis Northwest

UG112 State and Local Government Newport/RLP

UG113 Education Gold Key 1-2

11:00 am - 12:00 pm

Thursday, January 16, 2014

ACT205Troubleshooting and Debugging Workflow Grand CD

BPM105Introduction to Laserfiche Forms Grand JK

BPM108Workflow Beginner’s Case Study Marquis Northeast

BPM115Customer Story: Mapping a Workflow Strategy OC1

BPM151Lab: Building Processes in Laserfiche Forms Grand F

BPM204Workflow Integration Strategies Grand GH

CC112Lab: Getting Started with Quick Fields Grand E

CD113Lab: Getting Started with Laserfiche, Part 2 Platinum 1-2

CD117Laserfiche’s Online and Mobile Clients Grand AB

CD209Lab: Configuring the Laserfiche-SharePoint Integration, Part 2 Platinum 3-4

EDM202Implementation Practices: Designing Your Laserfiche Environment OC2

EDM207Topics in Web Customization Platinum 7-8

IG251Digital Signatures in Laserfiche Marquis Northwest

MP105Learning Management System for Laserfiche and Laserfiche Forms OC4

UG105Texas Newport/RLP

VAR103Build Your Value Proposition OC3

ACE101Integration: No More Information SilosGold Key 1-2

BPM107Introduction to Laserfiche Business Processes Grand CD

CC104Overview of Laserfiche Metadata Grand AB


CC110Introduction to Quick Fields Marquis Northwest

CC204The Power of Patterns in Laserfiche Grand GH

CD107Introduction to Laserfiche Answers Marquis Northeast


CD207Lab: Configuring the Laserfiche-SharePoint Integration, Part 1 Platinum 3-4

CD251Using the Laserfiche UI in Your Integration Platinum 7-8

EDM104Customer Story: Integrating Workflow to Achieve Faster Processing OC1

EDM209Database Tuning and Maintenance Platinum 9-10

EDM301Improving Search Efficiencies OC2

IG204Lab: Auditing Your Repository Grand E

IG302Advanced Topics in Laserfiche Records Management Grand JK

MP104Paper Still Happens Even in a Digital World OC4

UG104Northeast Newport/RLP

VAR102Sell Laserfiche Rio to (Almost) Everyone OC3

1:30 pm - 2:30 pm

Breakfast 7:00 am - 8:15 am Platinum 5-6General Session 8:15 am - 9:30 am Marquis Ballroom

#empower14 19

1:30 pm - 2:30 pm

4:00 pm - 5:00 pm

2:45 pm - 3:45 pm


ACT151Lab: Intermediate Laserfiche Administration Console Platinum 1-2

ACT201Backup and Recovery Grand AB

ACT203Tips and Tricks for Administrators Marquis Northwest

ACT207Configuring and Troubleshooting Laserfiche Forms Platinum 9-10

ACT208Lab: Install, Configure and Administer Distributed Processing Grand E

BPM114Customer Story: Streamline AP Processing with Workflow OC1

BPM202Intermediate Workflow Design Marquis Northeast

BPM203Lab: Intermediate Workflow Design Grand F

CC202Capture WorkflowGrand JK

CC206Quick Fields in the Real World Grand GH

CD301Using Advanced Search Syntax Platinum 7-8

EDM201Repository Design Essentials Grand CD

EDM205Implementation Practices: Secure Deployment OC2

MP108Enhance Your ECM System with Cursive Handwriting Recognition OC4

UG108Pacific West Newport/RLP

Thursday, January 16, 2014

BPM302 Connecting Workflow to the World Marquis Northeast

CC112 Lab: Getting Started with Quick Fields Platinum 1-2

CC208 Intermediate Quick Fields Grand CD

CD115 Tips and Tricks in Laserfiche Marquis Northwest

CD119 Introduction to WebLink and Public Portal Grand AB

CD125 Customer Story: Optimizing Mobile Strategy with Workflow and Forms OC1

CD203 Lab: Customizing WebLink Platinum 3-4

EDM152 Implementing and Supporting Highly Available Systems OC2

IG151 Lab: Implementing a Security Policy in Laserfiche Grand E

MP106Digital Signatures and Laserfiche: The Future Is Now OC4

UG106Mideast Newport/RLP

VAR106 Lab: Setting Up the Presales-Built Demo Repository Platinum 7-8



BPM251Advanced Laserfiche Forms Marquis Northeast

CC152Capture StrategiesGrand JK

CC154The Power of Tokens in Laserfiche Grand CD

CC214Designing Sessions for Improved Operator Efficiency OC2

CC302Capture and Classification with the SDK Platinum 7-8

CD105Coming Attractions in Laserfiche Marquis Northwest

CD151Lab: Searching in Laserfiche, Part 2 Grand E

CD205Lab: Creating Custom Search Forms in WebLink Platinum 3-4

EDM204Deployment Tips and Tricks Platinum 9-10

IG103Customer Story: Transparent Records Management in Action OC1

IG201Best Practices in Laserfiche Security Grand GH

MP107Lose the Paper with Digital Forms and Tablet Mobility OC4

UG107South Newport/RLP

VAR107Sales Best Practices OC3

Run Smarter® Awardees Meet & Greet Reception 5:00 pm - 6:30 pm Platinum 6

8:30 am - 9:30 am

Breakfast 7:00 am - 8:15 am Platinum 5-6VAR-Only General Session 8:30 am - 10:30 am Marquis Center & South

20

ACT103Basic Laserfiche Troubleshooting Grand AB

ACT105Leveraging Customer Stories to Improve Your Processes OC1

BPM104What’s New in Workflow Grand JK

11:00 am - 12:00 pm


CC112Lab: Getting Started with Quick Fields Grand E

CC216Advanced Metadata Marquis Northwest


EDM208Implementation Practices: Top 10 Performance Pitfalls Marquis Northeast

EDM302Advanced Topics in Web Customization Platinum 7-8

BPM106What’s New in Laserfiche Forms Grand GH

BPM113Customer Story: Smart Workflow Designs to Grow Your Company OC1


BPM301Advanced Workflow Design Marquis Northwest

CC106Lab: Scanning in Laserfiche Grand E

CC152Capture Strategies OC2

CD117Laserfiche’s Online and Mobile Clients Marquis Northeast

EDM203Effective Integration Strategies Platinum 9-10

EDM207Topics in Web Customization Platinum 3-4

EDM209Database Tuning and Maintenance Grand AB

EDM351Advanced Applied SDK Platinum 7-8

IG101Introduction to Laserfiche Security Grand CD


MP110Link Laserfiche and ESRI with GeoDocs OC4

9:45 am - 10:45 amACT151Lab: Intermediate Laserfiche Administration Console Grand E

ACT 202Lab: Laserfiche License Manager Platinum 1-2

ACT204Laserfiche Server Troubleshooting Grand AB

BPM102Implementation Practices: Diagramming Processes OC2

BPM151Lab: Building Processes in Laserfiche Forms Grand F

CC114What’s New and What’s Next in Quick Fields Grand JK

CC204The Power of Patterns in Laserfiche Grand GH


CD115Tips and Tricks with Laserfiche Marquis Northwest

EDM107Customer Story: Going Paperless Enterprise-Wide with Laserfiche OC1

EDM204Deployment Tips and Tricks Platinum 9-10

Friday, January 17, 2014

IG204Lab: Auditing Your Repository Platinum 1-2

MP109Scanning into Laserfiche Made Eze! OC4

EDM251Creating Web Services with the SDK Platinum 7-8

IG102Fundamentals of Records Management Marquis Northeast

IG301Advanced Topics in Security Grand CD

UG109Midwest Newport/RLP


#empower14 21

1:30 pm - 2:30 pm

2:45 pm - 3:45 pmACT208Lab: Install, Configure and Administer Distributed Processing Grand F

BPM101Business Process Strategies Grand GH

BPM110 Lunch Q&A: Forms Marquis Northwest

EDM103 Lunch Q&A: Laserfiche Suite Marquis Northeast

UG113 User Group: Education “Education” tables in Platinum 5-6

UG User Group Leader Roundtable Newport Beach/RLP

BPM152Lab: Designing Workflow Business Processes Platinum 7-8

CC214Designing Sessions for Improved Operator Efficiency Marquis Northwest


EDM302Advanced Topics in Web Customization Platinum 3-4

IG201Best Practices in Laserfiche Security Marquis Northeast

IG252Lab: Transparent Records Management Platinum 1-2

UG111Canada Newport/RLP

BPM201Intermediate Laserfiche Forms Grand GH

BPM203Lab: Intermediate Workflow Design Platinum 7-8

BPM303Workflow Scripting and Custom Activities Marquis Northwest

CC104Overview of Laserfiche Metadata Grand JK

CC202Capture Workflow OC2

CC212Lab: Designing Faster Sessions in Quick Fields Grand F

CD105Coming Attractions in Laserfiche Marquis Northeast


EDM206Web Deployment Case Studies Platinum 9-10

EDM301Improving Search Efficiencies Grand CD

IG104Customer Story: Securing the Enterprise OC1

IG151Lab: Implementing a Security Policy in Laserfiche Platinum 3-4


MP111Laserfiche in the New SaaS, Hosted, Integrated World OC4

UG110Southeast Newport/RLP

Friday, January 17, 2014

To stay up to date with year-round user group activities, visit:

laserfiche.com/usergroups

STOP BY THE USER REGISTRATION DESK TO:

For questions about user group activities, please contact Sherbet Medina at:

[email protected]

Learn More about regional user groups and what they can do for you.

Sign Up for a user group in your area.

Register for our online user groups.

}

}

}

24

Streamline your workload.

© 2013 Fujitsu Computer Products of America, Inc. All rights reserved.

Get more information @ www.fcpa.com

With a Fujitsu scanning solution, you can be more organized, efficient, secure and paper-free. From the world’s fastest high-volume scanners, to easy-to-use scanners for desktop or mobile use, Fujitsu has one for you. And integration with dozens of leading software providers assures you can create robust and reliable solutions upon which to grow. See how easy it is to get your document management up to date. Check out a Fujitsu scanning solution today.

#empower14

Suggested Agendas

25

By Role

Recommended courses provide training around specific topics, from basic to more advanced subject matter. For example, to get started as a Laserfiche administrator, follow the recommended courses for New Administrator, which cover concepts from creating users and implementing a security policy to creating a backup and recovery plan.

Recommended courses are suggestions only; you can take some or all of the courses in any order.

` New Laserfiche User ` Experienced Laserfiche User ` New Workflow User ` Experienced Workflow User ` Capture Specialist ` Records Manager ` New Administrator ` Experienced Administrator ` Troubleshooter ` Integrator

These course offerings provide training that’s tailored to specific job roles or functions.

These course offerings will help you meet specific goals.

These course offerings provide training centered on specific Laserfiche products.

` Learn What’s New ` Implementing User Tips ` Automating a Business Process ` Web Deployment ` Implementation Best Practices ` System Security ` System Performance ` Customizing the Web Experience

` Laserfiche Forms ` Laserfiche Quick Fields ` Laserfiche Workflow

By Goal

By Product

Suggested Agendas

26

New Laserfiche UserLearn the basics of working with Laserfiche.

Experienced Laserfiche UserGo beyond the basics to learn more about searching, metadata and repository design.

By Role

CD101

CD103

1

1

2

2

3

3

4

4

5

5

6

6

7

8

CD113

EDM201

CD109

CD115

CD121

CC104

CD104

CD111

CD151

CD123

CC216

CD117

Overview of the Laserfiche Suite

What’s New in the Laserfiche Suite

Hands-On Lab: Getting Started with Laserfiche, Part 1

Hands-On Lab: Searching in Laserfiche, Part 2

Hands-On Lab: Getting Started with Laserfiche, Part 2

Repository Design Essentials

Searching in Laserfiche

Overview of Laserfiche Metadata

Hands-On Lab: Searching in Laserfiche, Part 1

Advanced Metadata


Laserfiche’s Online and Mobile Clients

Getting Started with Laserfiche

Tips and Tricks with Laserfiche

#empower14

Suggested Agendas

27

“ Participate in sessions that demonstrate business process solutions. Based on these case studies, my organization created a workflow for receiving and approving mortgage applications.”

New Workflow User Learn all about business process design and how to get started with Laserfiche Workflow.

BPM1011

2

3

4

5

6

7

8

9

BPM107

BPM102

BPM108

BPM202

BPM103

BPM109

BPM203

CC154

Business Process Strategies

Introduction to Workflow

Introduction to Laserfiche Business Processes

Workflow Beginner’s Case Study

Hands-On Lab: Getting Started with Workflow

Intermediate Workflow Design

Hands-On Lab: Intermediate Workflow Design

The Power of Tokens in Laserfiche

Implementation Practices: Diagramming Processes

—Colette Vienneau, Caisses Populaires Acadiennes

Suggested Agendas

28

CC1021

2

3

4

5

6

CC110

BPM105

CC152

CC106

CC202

Overview of Capture Tools

Hands-On Lab: Getting Started with Scanning

Introduction to Quick Fields

Capture Strategies

Capture Workflow

Introduction to Laserfiche Forms

Capture SpecialistThese classes provide an overview of everything you ever wanted to know about the capture process.

Experienced Workflow User Take your organization’s BPM initiatives to the next level with these intermediate and advanced Laserfiche Workflow classes.

BPM104

BPM107

BPM152

BPM202

BPM203

BPM204

BPM301

BPM302

CC154

CC204

1

2

3

4

5

6

7

8

9

10




The Power of Patterns in Laserfiche

Workflow Integration Strategies

Advanced Workflow Design

Connecting Workflow to the World

Hands-On Lab: Designing Workflow Business Processes

What’s New in Workflow


#empower14

Suggested Agendas

29

IG1021

2

3

4

5

6

IG101

IG202

IG252

IG203

IG302

Fundamentals of Records Management

Hands-On Lab: Implementing Records Management, Part 2

Introduction to Laserfiche Security

Hands-On Lab: Transparent Records Management

Advanced Topics in Laserfiche Records Management

Hands-On Lab: Implementing Records Management, Part 1

Records Manager These classes will show you why records managers love Laserfiche.

New Administrator Learn the basics of administering Laserfiche.

CD101

ACT101

ACT102

IG101

IG151

ACT201

ACT103

ACT202

CC104

IG201

1

2

3

4

5

6

7

8

9

10



Hands-On Lab: Implementing a Security Policy in Laserfiche

Best Practices in Laserfiche Security

Backup and Recovery

Basic Laserfiche Troubleshooting

Hands-On Lab: Laserfiche License Manager

Hands-On Lab: Using the Laserfiche Administration Console

Overview of the Laserfiche Suite

Overview of Laserfiche Architecture

30

Experienced Administrator Go beyond the basics of administering Laserfiche.

ACT151

CC216

ACT202

IG205

ACT203

IG251

EDM151

EDM204

EDM208

ACT208

IG301

IG201

IG204

1

2

3

4

5

6

7

8

9

10

11

12

13


Troubleshooting Security

Laserfiche Server Troubleshooting

Hands-On Lab: Auditing Your Repository

Digital Signatures in Laserfiche

Implementation Practices: Laserfiche Upgrades Done Right

Deployment Tips and Tricks

Implementation Practices: Top 10 Performance Pitfalls

Hands-On Lab: Install, Configure and Administer Distributed Processing

Advanced Topics in Security

Tips and Tricks for Administrators

Hands-On Lab: Intermediate Laserfiche Administration Console

Advanced Metadata

Suggested Agendas

#empower14 31

Troubleshooter Learn how to solve issues that might arise with Laserfiche products.

IntegratorLearn how to connect Laserfiche with a variety of other systems.

ACT103

EDM203

ACT203

EDM210

ACT204

CD251

ACT207

CC302

IG205

BPM302

EDM209

BPM303

EDM351

EDM301

ACT205

BPM204

EDM208

CD301

EDM251

1

1

2

2

3

3

4

4

5

5

6

6

7

7

9

8

8

10

9

Configuring and Troubleshooting Web Access, WebLink and Mobile


Configuring and Troubleshooting Laserfiche Forms

Capture and Classification with the SDK




Using Advanced Search Syntax

Creating Web Services with the SDK

Database Tuning and Maintenance

Workflow Scripting and Custom Activities

Advanced Applied SDK

Improving Search Efficiencies

Troubleshooting and Debugging Workflow

Using the Laserfiche UI in Your Integration

Basic Laserfiche Troubleshooting

Effective Integration Strategies

Laserfiche Server Troubleshooting

Getting Started with the Laserfiche SDK

Suggested Agendas

Suggested Agendas

32

Learn What’s New For an update of all the new Laserfiche capabilities, don’t miss these classes!

By Goal

CD1031

2

3

4

5

6

7

8

BPM105

CD107

BPM106

CC114

BPM104

BPM107

CD105

What’s New in the Laserfiche Suite



What’s New in Laserfiche Forms


What’s New and What’s Next in Quick Fields

Coming Attractions in Laserfiche

Introduction to Laserfiche Answers

“ What I found most memorable about Empower 2013 was the introduction and overview of Laserfiche Forms. The ability to easily create forms and then deploy them within the organization is huge.

”—Pete Otholt, Methodist Healthcare Ministries

#empower14

Suggested Agendas

33

Implementing User TipsLearn from your peers by attending these impressive case study presentations.

ACT105

BPM108

BPM112

BPM114

BPM115

CC206

CD125

EDM107

EDM104

EDM108

EDM105

EDM206

EDM106

IG103

IG104

BPM113

CC118

1

2

3

4

5

6

7

8

9

13

10

14

11

15

12

16

17

Customer Story: Smart Workflow Designs to Grow Your Company

Customer Story: Streamline AP Processing with Workflow

Customer Story: Mapping a Workflow Strategy

Customer Story: Quick Fields vs. Workflow Smackdown

Quick Fields in the Real World

Customer Story: Optimizing Mobile Strategy with Workflow and Forms

Customer Story: Going Paperless Enterprise-Wide with Laserfiche

Customer Story: Integrating Workflow to Achieve Faster Processing

Customer Story: Business Automation in 18 Months

Customer Story: Implementing Laserfiche and Public Portal

Web Deployment Case Studies

Customer Story: From Traditional to Transformational with Laserfiche

Customer Story: Transparent Records Management in Action

Customer Story: Securing the Enterprise

Customer Story: Company-Wide Workflow

Leveraging Customer Stories to Improve Your Processes


Suggested Agendas

34

Automating a Business ProcessIf you’re new to business process automation, be sure to attend these classes for tried-and-true BPM strategies.

Web DeploymentLearn how to reap the benefits of using Laserfiche via the Internet.

BPM101

EDM206

BPM102

ACT205

BPM103

ACT206

BPM105

ACT208

BPM106

CD207

CC152

CC202

EDM201

BPM104

EDM205

BPM107

CD209

1

1

2

2

3

3

4

4

5

5

6

6

7

7

8

9

10


Implementation Practices: Secure Deployment


Hands-On Lab: Install, Configure and Administer Distributed Processing


Hands-On Lab: Configuring the Laserfiche-SharePoint Integration, Part 1


Hands-On Lab: Configuring the Laserfiche-SharePoint Integration, Part 2

Capture Strategies

Capture Workflow

Repository Design Essentials



Business Process Strategies



Configuring and Troubleshooting Web Access, WebLink and Mobile

#empower14

Suggested Agendas

35

Implementation Best PracticesLed by Laserfiche’s own professional services team, these classes provide proven strategies for improving your organization’s Laserfiche implementation.

System SecurityThese classes will transform you from a security novice to an experienced pro.

EDM101

IG101

EDM102

IG151

BPM102

IG201

EDM202

EDM205

EDM204

IG204

EDM208

EDM151

IG205

EDM205

IG301

1

1

2

2

3

3

4

4

5

5

6

6

7

7

8

Implementation Practices: Laserfiche Upgrades Done Right


Implementation Practices: Designing Your Laserfiche Environment


Deployment Tips and Tricks

Hands-On Lab: Auditing Your Repository


Advanced Topics in Security




Implementation Practices: Project Management


Implementation Practices: Requirements Gathering

Hands-On Lab: Implementing a Security Policy in Laserfiche

Suggested Agendas

36

System PerformanceLearn how to optimize the performance of your Laserfiche system.

Customizing the Web Experience Learn how to customize your Laserfiche web deployment to meet your organization’s needs.

ACT101

CD203

EDM202

CD205

EDM208

CD251

EDM206

EDM207

EDM301

EDM251

EDM209

CD301

EDM302

1

1

2

2

3

3

4

4

5

5

6

6

7

Database Tuning and Maintenance

Using Advanced Search Syntax


Topics in Web Customization

Improving Search Efficiencies

Creating Web Services with the SDK

Advanced Topics in Web Customization


Using the Laserfiche UI in Your Integration

Overview of Laserfiche Architecture

Hands-On Lab: Customizing WebLink

Implementation Practices: Designing Your Laserfiche Environment

Hands-On Lab: Creating Custom Search Forms in WebLink

#empower14

Suggested Agendas

37

Laserfiche Forms Released at Empower 2013, Laserfiche Forms is an e-forms product that’s already having an impact at hundreds of organizations. Don’t miss your chance to learn more!

By Product

BPM1051

2

3

4

5

6

7

BPM151

BPM106

BPM201

ACT207

CC108

BPM251


Hands-On Lab: Designing Forms in Laserfiche Forms

Hands-On Lab: Building Processes in Laserfiche Forms

Intermediate Laserfiche Forms

Advanced Laserfiche Forms



Laserfiche Quick FieldsLearn how Laserfiche Quick Fields, a powerful capture engine, will help you accelerate the flow of useful information across your organization, reducing labor costs and eliminating errors associated with manual data entry.

CC110

CC114

CC112

CC154

CC204

CC208

CC212

CC214

CC210

CC206

1

2

3

4

5

6

7

8

9

10

Hands-On Lab: Quick Fields 9



Quick Fields in the Real World

Intermediate Quick Fields

Hands-On Lab: Designing Faster Sessions in Quick Fields

Designing Sessions for Improved Operator Efficiency

Hands-On Lab: Getting Started with Quick Fields

Introduction to Quick Fields

What’s New and What’s Next in Quick Fields

Suggested Agendas

38

Laserfiche WorkflowLearn how Laserfiche Workflow will enable you to execute repeatable processes in a consistent manner across your organization.

BPM103

BPM104

BPM108

BPM152

CC154

BPM202

BPM203

BPM303

BPM204

ACT204

BPM301

BPM302

BPM109

CC204

1

2

3

4

5

6

7

8

9

13

10

14

11

12

Hands-On Lab: Getting Started with Workflow

Hands-On Lab: Designing Workflow Business Processes





Workflow Scripting and Custom Activities


Troubleshooting and Debugging Workflow

Advanced Workflow Design





#empower14

#empower14

Course Information

41

PresentationLearn from experts as they share information about products, features and processes via slideshow or product demonstration.

The course numbering system indicates the difficulty level of each course or lab:

Hands-On LabGet interactive experience with Laserfiche products, features, implementation and configuration strategies.

Course Numbering System

Course Type Descriptions

100-level sessions are introductory and don’t require prerequisite knowledge or experience.

200-level sessions are more advanced and require general product knowledge or experience.

300-level sessions are for advanced users and require product familiarity and experience.

Track Descriptions

42

Analysts, Consultants and ExpertsBased on direct input from analysts, consultants and CIOs worldwide, the Analysts, Consultants and Experts (ACE) program at Empower 2014 offers an exclusive agenda with the most cutting-edge, relevant ECM content available. This intensive curriculum offers targeted information and discussion of special relevance to experts in the ECM community. This year’s agenda is structured according to three themes: innovation, business process management and integration. Coverage on these priority topics will focus on increasing business results through the use of ECM.

Administration, Configuration and TroubleshootingAdministration, Configuration and Troubleshooting (ACT) courses offer the knowledge required to perform a wide range of administrative functions, such as managing users and licenses, creating backup and recovery plans, and tailoring and troubleshooting Laserfiche products.

Business Process ManagementBusiness Process Management (BPM) courses detail how Laserfiche can be deeply integrated into your business processes to improve your organization’s effectiveness, efficiency and ability to adapt to change by automating repetitive tasks.

Capture and ClassificationCapture and Classification (CC) courses cover getting information into your Laserfiche system and integrating it into your business processes in the most efficient way possible: bringing documents into your repository, filing them in the correct folder and ultimately putting information into a context that is useful to people in your organization.

ACT

ACE

BPM

CC

Courses at Empower 2014 are designated by a track and a number, such as CD101 or EDM204. Tracks are collections by topic, and numbers indicate the level of difficulty of each session. Tracks include both presentation and lab courses.

#empower14

Track Descriptions

43

CD

EDM

IG

UG

MP

VAR

Content DeliveryContent Delivery (CD) courses focus on the user perspective: how information is presented to users in the Laserfiche system, including how to access, store and convey information within the full range of Laserfiche products.

Enterprise Deployment and ManagementEnterprise Deployment and Management (EDM) courses provide fundamental concepts for those who need to plan the deployment or ongoing management of Laserfiche systems, from administrative functions to business continuity requirements such as backup/recovery, optimization and troubleshooting.

Information GovernanceInformation Governance (IG) courses reflect the information frameworks that can be implemented in a Laserfiche system to support an organization’s regulatory, legal, risk and operational requirements, as well as formal standards and strategies for records management.

Marketplace/PartnersMarketplace/Partners (MP) courses examine specialized solutions that extend the functionality of Laserfiche. They are presented by members of the Laserfiche Professional Development Program, a community of developers and integrators with decades of experience with Laserfiche implementations.

User Group MeetingsUser Groups (UG) provide a forum for Laserfiche users to share tips and tricks and find out what’s new! Leave with new relationships you can benefit from all year long.

Value-Added ResellerValue-Added Reseller (VAR) courses cover targeted solutions for Laserfiche resellers looking to improve their reach in targeted vertical markets, improve sales strategies and gain a competitive advantage.

ACE Session Details

44

ACE100 INVITATION ONLY Innovation and ECM, Part 1(Part 1 of 2)

When it comes to innovating in the rapidly evolving world of ECM, Laserfiche delivers on high-impact, high-performance capabilities. Join us for this invitation-only executive session where senior staff and development leadership will discuss:

` Integrating innovation into the future product roadmap.

` ECM, BPM and social.

ACE100 INVITATION ONLY Innovation and ECM, Part 2 (Part 2 of 2)

When it comes to innovating in the rapidly evolving world of ECM, Laserfiche delivers on high-impact, high-performance capabilities. Join us for this invitation-only executive session where senior staff and development leadership will discuss:

` Integrating innovation into the future product roadmap.

` ECM, BPM and social.

ACE101 Integration: No More Information Silos

Information is the lifeblood of enterprise systems. In order to enable the free flow of information, integrations are vital. Join us and our lively panel of integration experts to discover how to:

` Develop a systems view of your information. ` Approach integration from a business perspective. ` View your information as a portfolio of assets.

Moderator: Kimberly Samuelson | Director of ECM Strategy

Thurs Jan 16 9:45 am Gold Key 1-2

ACE102 The Praxis of Process: Accounts Payable and Case Management

Two of the most high-value applications of ECM and BPM are Accounts Payable (A/P) and Case Management (CM). In this session we will:

` Discuss the value achieved when building a content-driven process.

` Examine the flexibility of the A/P and CM processes.

Melissa Henley | Director of Marketing Communications Kimberly Samuelson | Director of ECM Strategy

Thurs Jan 16 1:30 pm Gold Key 1-2

ACE201 Persona Development, Folksonomy and Business Analysis for BPM, Part 1(Part 1 of 2)

One of the best ways to wring value from your ECM system is to take advantage of the BPM capabilities that Laserfiche offers. But how do you start mapping your processes? Just how does paper translate to process? Join us for a lively panel discussion to learn how to:

` Decide which processes will have a high impact on your organization.

` Develop user personas.

Note: Boxed lunches will be provided for attendees.

Christopher Wynder | Consulting Analyst, Info-Tech Research Group

Wed Jan 15 12:00 pm Gold Key 1-2

Analysts, Consultants and Experts

#empower14

ACESession Details

45

ACE202 Exploring the ECM Angle to Business Process

Is process driving content or is content enabling process? The integration of ECM and BPM provide organizations with the ability to create high-impact activities. This session will:

` Provide industry-wide insight on the assimilation of ECM and BPM.

` Offer a range of value equations for process development.

Mark Gilbert | Research Vice President, Gartner

Wed Jan 15 2:45 pm Orange County 2

ACE201 Persona Development, Folksonomy and Business Analysis for BPM, Part 2(Part 2 of 2)

One of the best ways to wring value from your ECM system is to take advantage of the BPM capabilities that Laserfiche offers. But how do you start mapping your processes? Just how does paper translate to process? Join us for a lively panel discussion to learn how to:

` Decide which processes will have a high impact on your organization.

` Develop user personas.

Christopher Wynder | Consulting Analyst, Info-Tech Research Group

Wed Jan 15 1:30 pm Gold Key 1-2

“ A wise user told me that to gain support for expanding Laserfiche to other departments and processes, show people how it would work—as opposed to telling them how it could work—because it’s much simpler than people imagine it will be.”—Roz Collins, City of Charlottesville, VA

ACT Session Details

46

ACT101 Overview of Laserfiche Architecture

New to Laserfiche administration? Do you know the difference between the volume and the database? This presentation covers:

` Repository layout. ` How Laserfiche components interact so you can properly back up, troubleshoot and upgrade your system.

Matthew Kelly | Software Test Engineer

Wed Jan 15 11:00 am Grand AB

ACT102 Hands-On Lab: Using the Laserfiche Administration Console

New to administering Laserfiche? This course covers what you need to know to get a repository up and running from an administrative perspective. Attendees will:

` Create a new repository. ` Set up users and groups. ` Create templates.

Kelsey Frost | Presales Engineer

Tues Jan 14 2:45 pm Grand F

Wed Jan 15 1:30 pm Platinum 3-4

Thurs Jan 16 2:45 pm Platinum 1-2


ACT103 Basic Laserfiche Troubleshooting

New to maintaining Laserfiche? If something goes wrong, you’ll need to know where to start. This course discusses:

` The various components of Laserfiche. ` How Laserfiche components interact to alert you of a problem.

` How to methodically troubleshoot your system.

Alex Huang | Manager of Technical Support

Wed Jan 15 1:30 pm Grand GH

Fri Jan 17 8:30 am Grand AB

ACT104 Lunch Q&A: Administration and Deployment

Join our product experts for lunch! You bring the questions about Laserfiche administration and deployment, and our technical and business implementation experts will provide the answers, including:

` Tips and tricks. ` Best practices. ` Common mistakes and useful workarounds. ` New product features to be aware of.

Fei Wang | Technical Manager Brian McKeever | Software Engineer Jeffrey Russo | Solutions Engineer

Thurs Jan 16 12:00 pm Marquis Northeast

Administration, Configuration and Troubleshooting

#empower14 47

ACTSession Details

ACT105 Leveraging Customer Stories to Improve Your Processes

Automating an entire business process may seem like a daunting task, but you’re not alone. This class will:

` Introduce you to the Laserfiche Solution Exchange. ` Show you how to use customer stories to streamline organization-wide business processes.

Joanna Slusarz | Technical Writer

Fri Jan 17 8:30 am Orange County 1

ACT151 Hands-On Lab: Intermediate Laserfiche Administration Console

Have the basics of repository administration down? Go beyond the basics to learn what more you can do with the Administration Console, such as:

` Field formatting and dynamic fields. ` Advanced options for volumes.

Ege Ersoz | Presales Engineer



Fri Jan 17 9:45 am Grand E

ACT201 Backup and Recovery

When you entrust content to Laserfiche, you want to be sure it will be available for its entire lifecycle, no matter what happens. The only way to do that is to make sure you’re backing everything up correctly and can quickly restore it from backup. In this course, you’ll learn how to:

` Identify exactly what needs to be backed up. ` Perform the backup efficiently. ` Restore backups and get your information back online.

Zachary Buck | Presales Engineer


Thurs Jan 16 4:00 pm Grand AB

ACT202 Hands-On Lab: Laserfiche License Manager

Looking to roll out a Laserfiche Rio system? The License Manager is the central component used to activate products and allocate licenses in the Laserfiche suite. In this lab you will:

` Get started managing a Rio system. ` Register and license the Laserfiche Server. ` Add named user licenses for Active Directory accounts.

Jeffrey Russo | Solutions Engineer


Fri Jan 17 9:45 am Platinum 1-2

ACT203 Tips and Tricks for Administrators

Already know the basics of the Administration Console? Come learn about:

` Making your administrative tasks run smoother. ` Features that can make life easier for both users and administrators.

` Tips and tricks to keep your repository humming.

Connie Anderson | Technical Writer Justin Pava | Software Release Manager

Wed Jan 15 4:00 pm Marquis Northwest

Thurs Jan 16 4:00 pm Marquis Northwest

ACT204 Laserfiche Server Troubleshooting

This course picks up where the ACT103: Basic Troubleshooting course ends. It will teach you:

` How the Laserfiche Server architecture interacts with other products.

` How the Server works and how to use that knowledge to identify and resolve problems.

Shule Wong | Software Support Engineer



ACT Session Details

48

ACT205 Troubleshooting and Debugging Workflow

This session will give you background information to help you diagnose the types of problems you might encounter with Laserfiche Workflow, including:

` Identifying and solving workflow design issues. ` Anticipating and avoiding problems during the building process.

Miruna Babatie | Software Test Engineer

Wed Jan 15 9:45 am Grand JK

Thurs Jan 16 11:00 am Grand CD

ACT206 Configuring and Troubleshooting Web Access, WebLink and Mobile

Installing and configuring Laserfiche web products requires that specific components and configurations be present in the environment. This course discusses common issues people run into when:

` Implementing Web Access, WebLink and Laserfiche Mobile.

` Preparing and configuring the environment. ` Configuring Windows Authentication with Kerberos.

Ryan Schooley | Software Test Engineer Niqi Li | Software Test Engineer


ACT207 Configuring and Troubleshooting Laserfiche Forms

This course will cover the considerations for deploying Laserfiche Forms to a large organization and will demonstrate how better planning will yield better overall results. Topics include:

` Strategies for making the deployment process faster and more efficient.

` Connecting Laserfiche Forms to Workflow. ` Troubleshooting issues that arise during installation and configuration.

Rob Misconin | Presales Engineer

Wed Jan 15 4:00 pm Grand JK


ACT208 Hands-On Lab: Install, Configure and Administer Distributed Processing

One of the newest members of the Laserfiche family, Distributed Processing enables server-side OCR for the Laserfiche Client, Web Access and Workflow. In this lab you will:

` Get to know Distributed Processing. ` Set up a server to perform distributed processing. ` Distribute the load to numerous servers.

Eric Cressey | Technical Writer Jeffrey Lym | Software Engineer

Thurs Jan 16 4:00 pm Grand E

Fri Jan 17 2:45 pm Grand F

#empower14

BPMSession Details

49

BPM101 Business Process Strategies

More and more, organizations large and small are looking to realize efficiency, productivity and financial gains from automating how they work with information. This course will:

` Survey the business process options in the Laserfiche suite.

` Discuss how Laserfiche can help customers automate their business processes.

` Look at the concept of business process modeling notation (BPMN) standards.

Aaron Jahoda | Sales Engineer

Tues Jan 14 1:30 pm Grand GH

Wed Jan 15 1:30 pm Marquis Northeast

Fri Jan 17 2:45 pm Grand GH

BPM102 Implementation Practices: Diagramming Processes

The most efficient approach to automating business processes starts with asking the right questions, doing a thorough needs analysis and creating an initial design or specification. This course will:

` Show you how to break down your business processes into finite steps.

` Cover best practices for defining and documenting process steps.

` Teach you how to translate process steps into Workflow business processes, Laserfiche Forms processes and even Quick Fields sessions.

Jason Au Yong | Solutions Engineer



BPM103 Introduction to Workflow

What is Laserfiche Workflow? What can it do for you? This course will answer these questions and expand your knowledge of Workflow’s capabilities. You’ll learn how to:

` Increase efficiency with business process automation. ` Use Workflow to increase your business process productivity.

Joe Boyd | District Manager, Mid East Jean-Michel Maldague | Solutions Engineer

Tues Jan 14 2:45 pm Grand AB

Tues Jan 14 4:00 pm Grand JK


BPM104 What’s New in Workflow

This course will introduce you to the new functionality in Laserfiche Workflow 9, including:

` Activities that integrate workflows with websites (via web services).

` Enhanced business process activities. ` New token functions to help you dynamically configure your workflows.

Sarah Seene | Technical Writer

Wed Jan 15 9:45 am Grand CD

Fri Jan 17 8:30 am Grand JK

Business Process Management

BPM Session Details

50

BPM105 Introduction to Laserfiche Forms

Thinking about using Laserfiche Forms? About to implement Laserfiche Forms? This class is for you! This course covers:

` Routing, interacting with and managing information through web-based forms in Laserfiche Forms.

` How to manage business processes in Laserfiche Forms.

Andrew Brown | Director of Business Development Robert Gordon | Software Engineer

Tues Jan 14 2:45 pm Grand CD


Thurs Jan 16 11:00 am Grand JK

BPM106 What’s New in Laserfiche Forms

This course presents the new features and functionality of Laserfiche Forms 9.1, including:

` Repository service tasks that let you move documents to a Laserfiche repository.

` Limited-access user accounts. ` New reporting capabilities that allow you to track business process instance results.

Eric Cressey | Technical Writer

Wed Jan 15 2:45 pm Grand AB

Fri Jan 17 11:00 am Grand GH

BPM107 Introduction to Laserfiche Business Processes

Business processes in Laserfiche allow you to automate the way that users perform sets of tasks and actions. This class will show you how to:

` Start workflows on a document from the Laserfiche Client or Web Access.

` Report on a workflow’s progress (in the Client, Web Access and Workflow).

` Notify business process participants of pending work.

Elizabeth Cunningham | District Manager, Texas Sarah Seene | Technical Writer


Wed Jan 15 11:00 am Grand CD

Thurs Jan 16 9:45 am Grand CD

BPM108 Workflow Beginner’s Case Study

Small, simple workflows can be tremendously powerful! This course will:

` Survey easy-to-build workflows that keep your repository organized and your organization running smoothly.

` Teach you how to build workflows that automatically rename and file documents, synchronize metadata, distribute shortcuts and much more.

Jacob Seene | Software Engineer

Thurs Jan 16 11:00 am Marquis Northeast

BPM109 Hands-On Lab: Getting Started with Workflow

New to Laserfiche Workflow? This lab will get you started automating your organization’s business processes, with activities such as:

` Route documents for approval. ` Send email notifications.



Tues Jan 14 4:00 pm Grand E

Wed Jan 15 11:00 am Grand F

Thurs Jan 16 1:30 pm Grand F

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BPMSession Details

51

BPM110 Lunch Q&A: Laserfiche Forms

Join our product experts for lunch! You bring the questions about Laserfiche Forms, and our technical and business implementation experts will provide the answers, including:


Eric Cressey | Technical Writer Johnny Xie | Software Engineer Joseph King | Sales EngineerEge Ersoz | Presales Engineer


Fri Jan 17 12:00 pm Marquis Northwest

BPM111 Lunch Q&A: Laserfiche Workflow

Join our product experts for lunch! You bring the questions about Laserfiche Workflow, and our technical and business implementation experts will provide the answers, including:


Ed Heaney | Software Engineer Miruna Babatie | Software Test Engineer Brett Hickinbotham | Sales Engineer


BPM112 Customer Story: Company-Wide Workflow

Come learn about how Laserfiche Workflow has profoundly impacted this Costa Rican telecommunication regulator’s business processes. This customer story will cover:

` How Workflow promotes efficient interaction with customer information and helps respond to customer needs.

` Successfully onboarding employees and realizing a highly efficient, company-wide Workflow strategy.

Natalia Coghi UlloaIT Project Manager, Superintendencia de Telecomunicaciones

Natalia works as a project manager at SUTEL. For the last three years, she has had the opportunity to work in automating processes and creating electronic records, which has allowed her to lead and work with

multidisciplinary teams to achieve the objectives of these projects. Through the development of different projects, she has gained a better perspective of institutional needs and, therefore, the ability to integrate information systems.


BPM Session Details

52

BPM113 Customer Story: Smart Workflow Designs to Grow Your Company

Though trained as a biologist, Doug Miller built most of his organization’s 50+ workflows and business processes. In this session, he will:

` Share his secrets for highly effective workflow design. ` Explain how he was able to revive the largest association of its kind using Laserfiche Workflow.

Doug Miller Operations Manager, Canadian Seed Growers’ Association

Doug Miller is a seed biologist, tech junkie and Laserfiche addict. He is the Operations Manager at the Canadian Seed Growers’ Association. Follow him on twitter at @millerdk03.


BPM114 Customer Story: Streamline AP Processing with Workflow

Join veteran government IT leader Dr. Sobie as he walks you through how Eaton County improved county-wide operational efficiency. This course will discuss:

` Automated business solutions. ` Streamlining AP processing with Workflow.

Dr. Robert Sobie Director of Information Systems, Eaton County

Robert J. Sobie, Ph.D., is the Director of Information Systems for Eaton County, Michigan. During his 30 year career in county government, he has

received several IT and public administration awards in leadership, innovation and partnership. Robert also serves as an instructor of public administration in the School of Public Affairs and Administration at Western Michigan University. He has published in the International Journal of Technology, Knowledge, and Society as well as in national and regional publications on the topic of website accessibility.

Thurs Jan 16 4:00 pm Orange County 1

BPM115 Customer Story: Mapping a Workflow Strategy

Ready for Workflow but don’t know where to start? Don’t miss out on this dynamic session by two business practitioners as they share their approach to:

` Mapping a Workflow strategy. ` Streamlining business operations by taking their search-and-retrieval Laserfiche system to the next level.

Claire Maurer AVP – Advisor Relations,Girard Securities, Inc.

Claire Maurer began her career with Girard in 2004 and has been the firm’s AVP of Advisor Relations since 2011. Claire oversees Girard’s new accounts processing area and works with project management, training

and support for Girard’s technology platforms, including Girard’s Laserfiche implementation, where she integrates technology solutions with workflow processes. Claire holds FINRA series 7, 63, 24 and 99 licenses and is a Laserfiche Certified Professional in the areas of Buisness Processing, Capture and Administration.

John Barragan Chief Operating Officer, Girard Securities, Inc.

John currently holds the position of Chief Operating Officer with Girard Securities, a San Diego based broker-dealer and Registered Investment Advisor. Girard has over 300 licensed rep-advisors with approximately $7 billion in

assets. John has 15 years of experience in financial services, operations and technology management.

Thurs Jan 16 11:00 am Orange County 1

#empower14

BPMSession Details

53

BPM151 Hands-On Lab: Building Processes in Laserfiche Forms

Once you’ve built a form, plan how you’ll put the information you gather to use. In this lab, you will:

` Get familiar with the Laserfiche Forms Business Process Modeler.

` Route forms for review and approval. ` Send notification about required work.

Cathy Lee | Solutions Engineer

Tues Jan 14 2:45 pm Platinum 3-4

Wed Jan 15 11:00 am Grand E

Thurs Jan 16 11:00 am Grand F

Fri Jan 17 9:45 am Grand F

BPM152 Hands-On Lab: Designing Workflow Business Processes

Take your workflows to the next level by adding Laserfiche business process steps. In this lab, you will:

` Give participants instructions. ` Track how long each participant takes. ` Easily view a document’s history and status within a process.

Joseph King | Sales Engineer

Wed Jan 15 1:30 pm Grand F



Fri Jan 17 2:45 pm Platinum 7-8

BPM201 Intermediate Laserfiche Forms

Learn how to build better Laserfiche Forms processes and customize the appearance of your forms. This class will cover:

` Using variables to create dynamic processes. ` Customizing form layout and behavior using JavaScript and CSS.

` New objects and service tasks that will help you build comprehensive process models.


Thurs Jan 16 1:30 pm Grand GH

Fri Jan 17 1:30 pm Grand GH

BPM202 Intermediate Workflow Design (Presentation version of BPM203)

Go beyond the basics of Laserfiche Workflow. This course will help you:

` Expand your knowledge of Workflow activities. ` Build more interesting and complex workflows. ` Learn about Conditional Parallel routing, iterating with For Each activities and more.

Matt Ross | Software Test Engineer


BPM203 Hands-On Lab: Intermediate Workflow Design (Lab version of BPM202)

Go beyond the basics of Laserfiche Workflow. This course will help you:

` Expand your knowledge of Workflow activities. ` Build more interesting and complex workflows. ` Learn about Conditional Parallel routing, iterating with For Each activities and more.





BPM Session Details

54

BPM204 Workflow Integration Strategies

Through the use of Laserfiche Workflow, it’s possible to integrate with other systems using little to no code. In this course, you will learn about:

` Workflow activities for connecting Laserfiche to other business applications.

` Strategies for setting up these kinds of integrations. ` Available options should you want or need to add custom functionality.



Thurs Jan 16 11:00 am Grand GH

BPM251 Advanced Laserfiche Forms

Take your knowledge of Laserfiche Forms to the next level. In this session, we will cover:

` Best practices for creating and maintaining forms and processes.

` Scripting and rules to customize your forms. ` Connecting to Laserfiche Workflow.

Eric Cressey | Technical Writer Robert Gordon | Software Engineer

Wed Jan 15 9:45 am Platinum 9-10


BPM301 Advanced Workflow Design

This course is designed for expert Laserfiche Workflow users, and will cover a variety of detailed activities that require careful configuration to yield great benefit to organizations. Attendees will learn:

` New Workflow activities and when to use them. ` Specific activities, such as Deadlines, Escalations, Replicate Entries, Invoke Workflow and more.


Wed Jan 15 11:00 am Grand GH

Fri Jan 17 11:00 am Marquis Northwest

BPM302 Connecting Workflow to the World

Workflow 9 introduced new activities for expanding the functionality of Workflow and, by extension, your Laserfiche system. In this course you will learn:

` Best practices for designing workflows that communicate with other applications.

` How to use the new activities for interacting with web services.

` Strategies for using Workflow as your point of systems integration.

Ed Heaney | Software Engineer


BPM303 Workflow Scripting and Custom Activities

Looking to expand the already powerful functionality of Laserfiche Workflow? For those wishing to push Workflow to new heights, this course will cover:

` Options for expanding Workflow’s functionality. ` When it makes sense to use scripting and what you can do with scripts.

` When it’s time to kick things up to the level of custom activities.

Jacob Seene | Software Engineer


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CCSession Details

55

CC102 Overview of Capture Tools

Laserfiche offers a variety of tools and methods for gathering the content coming into your organization. This course will help you:

` Define your capture requirements. ` Determine which capture strategy fits your needs.

Nell Thomas | Solutions Consultant Roger Wu | Technical Writer


Wed Jan 15 9:45 am La Jolla/LA

CC104 Overview of Laserfiche Metadata

Metadata is a building block of your Laserfiche repository that makes organizing and working with documents easy. This course will introduce you to:

` The types of metadata in your repository. ` Adding information to your documents. ` Adapting and using metadata to fit your needs.

Sierra Jahoda | Technical Writer

Thurs Jan 16 9:45 am Grand AB

Fri Jan 17 1:30 pm Grand JK

CC106 Hands-On Lab: Scanning in Laserfiche

You can’t use Laserfiche effectively if you can’t get your documents into your repository. This class demonstrates how to use the Laserfiche Scanning component and will cover how to:

` Scan documents using basic and standard scanning modes.

` Clean up and index your documents.

Jason Rothenberg | Presales Engineer

Wed Jan 15 9:45 am Grand F


CC108 Hands-On Lab: Designing Forms in Laserfiche Forms

Ready to start building forms? In this lab you will:

` Build forms to collect information. ` Give your forms style. ` Learn advanced options for forms layout.




Wed Jan 15 9:45 am Grand E

Thurs Jan 16 9:45 am Grand F


CC110 Introduction to Quick Fields

This presentation introduces Laserfiche Quick Fields, a capture solution that:

` Simplifies and automates the processing and storage of documents.

` Improves the efficiency of scanner operators.

Esther Chow | Account Manager Misty Kalousek | Technical Writer

Wed Jan 15 9:45 am Grand AB

Thurs Jan 16 9:45 am Marquis Northwest

CC112 Hands-On Lab: Getting Started with Quick Fields

Laserfiche Quick Fields is an easy-to-use, automated capture solution. This lab will show you how to:

` Simplify the collection and storage of documents. ` Automate data entry and document naming and filing. ` Start processing documents using the Quick Fields interface.

Misty Kalousek | Technical Writer

Thurs Jan 16 11:00 am Grand E



Capture and Classification

CC Session Details

56

CC114 What’s New and What’s Next in Quick Fields

This presentation introduces new features in Quick Fields 9 and discusses forthcoming developments, such as:

` New token features and processes. ` Extended scan source options to help ensure maximum efficiency.

` A preview of the Centralized Session Manager, offering a web-based session management solution.

Misty Kalousek | Technical Writer Carl Sykes | Software Engineer

Wed Jan 15 4:00 pm Grand CD

Fri Jan 17 9:45 am Grand JK

CC116 Lunch Q&A: Laserfiche Quick Fields

Join our product experts for lunch! You bring the questions about Laserfiche Quick Fields, and our technical and business implementation experts will provide the answers, including:


Carl Sykes | Software Engineer Matt Ross | Software Test Engineer Aaron Jahoda | Sales Engineer


CC118 Customer Story: Quick Fields vs. Workflow Smackdown

Let’s get ready to rumble! Join us for an entertaining session as we discuss situations you’d encounter in your workday, and when to use one product or the other (or both!) to solve your dilemmas. We’ll “battle it out” in the ring over:

` When do you use Quick Fields? ` When do you use Workflow? ` When are they better together?

Amy Johnson Deputy Commissioner of the Revenue, Hanover County, VA

Amy is the Systems Administrator for the Hanover County Commissioner of the Revenue and a Virginia Laserfiche User Group

Leader. She works at finding ways that Laserfiche can make the office more efficient with Quick Fields and Workflow and loves to educate others on using Laserfiche to the fullest.

Michael Wells Lead Analyst, Chesterfield County, VA

Michael Wells is a Lead Computer Analyst for Chesterfield County, VA, where he designs, administers and supports many systems including

Laserfiche. He has been the county’s Laserfiche administrator for the last seven of his 20 years there. He has extensive expertise on the IT side of working with a Laserfiche system, along with most of the tools such as Workflow and Quick Fields.

Jeffrey Russo | Solutions Engineer Melissa Henley | Director of Marketing Communications


#empower14

CCSession Details

57

CC152 Capture Strategies

Laserfiche offers a variety of tools and methods for gathering the content coming into your organization. This course will help you:

` Define your capture needs. ` Determine the best capture strategy possible to efficiently make content available to everyone who needs it.


Thurs Jan 16 2:45 pm Grand JK


CC154 The Power of Tokens in Laserfiche

This course surveys the range of possibilities for using tokens in Laserfiche Workflow to increase the flexibility of your workflows. In this course, you’ll learn how to use tokens to:

` Simplify and redesign your current processes. ` Build new workflows that will do more, faster.

Flavio Kuperman | Software Engineer


Thurs Jan 16 2:45 pm Grand CD

CC202 Capture Workflow

The goal of capture workflow is to create a capture strategy that is more efficient, requires less oversight and forms an integral part of your content management system. The course will introduce you to:

` The capture workflow philosophy. ` How to evaluate existing capture processes to improve efficiency.

` The Laserfiche tools that help you achieve maximum gains.


Thurs Jan 16 4:00 pm Grand JK

Fri Jan 17 1:30 pm Orange County 2

CC204 The Power of Patterns in Laserfiche

Learn how to increase the level of automation and efficiency in your Laserfiche system with pattern matching. This course will survey pattern matching in the Laserfiche suite and will focus on:

` Creating regular expressions. ` Defining field formats, extracting information and sorting documents using patterns.

` Creating more efficient and dynamic processes in Laserfiche Workflow and Laserfiche Quick Fields.

Flavio Kuperman | Software Engineer

Thurs Jan 16 9:45 am Grand GH

Fri Jan 17 9:45 am Grand GH

CC206 Quick Fields in the Real World

Quick Fields has many powerful options for processing scanned documents, and each implementation has its own unique challenges. Join this session for tips on getting Quick Fields up and running, such as how to:

` Determine what information should be extracted from a document.

` Configure processing tools to extract information. ` Enhance images to ensure information is extracted as accurately as possible.


Wed Jan 15 11:00 am Grand JK


CC Session Details

58

CC208 Intermediate Quick Fields

Quick Fields has many tools to tackle tricky scanning challenges and improve the speed and accuracy of filing. This course will go beyond Quick Fields best practices to cover:

` New PDF functionality. ` Tips for increasing OCR accuracy. ` Pattern matching. ` Laserfiche Capture Engine.




CC210 Hands-On Lab: Quick Fields 9

Already familiar with Quick Fields? In this lab you will:

` Get to know the latest and greatest version of Quick Fields.

` Learn about new features and improvements. ` Use new functionality like conditional processing.

Cathy Lee | Solutions Engineer


CC212 Hands-On Lab: Designing Faster Sessions in Quick Fields

This course will help users with foundational knowledge of Quick Fields get to the next level.

` Maximize the efficiency, accuracy and speed of Quick Fields sessions.

` Get hands-on experience with tips and tricks. ` Configure your sessions to run at maximum speed.



Fri Jan 17 1:30 pm Grand F

CC214 Designing Sessions for Improved Operator Efficiency

This course will teach you how to optimize Laserfiche Quick Fields for scanner operators. Topics covered include:

` Using field constraints and field lookups to ensure consistency in your repository.

` Configuring operator security and options.

Miruna Babatie | Software Test Engineer



CC216 Advanced Metadata

Familiar with the basics of Laserfiche metadata? This class will take you a step further and teach you about:

` Advanced metadata features that help you store, retrieve and work with information.

` Dynamic fields, field constraints, automated version tracking, tag watermarks, digital signatures and more.

Connie Anderson | Technical Writer Sierra Jahoda | Technical Writer



CC302 Capture and Classification with the SDK

This presentation will focus on how to use the Laserfiche SDK for capture and classification tasks and will cover how to:

` Import through DocumentProcessor and DocumentServices.

` Use the new Client Automation Tools to generate pages or scan documents.

` Use ImportEngine as a method for importing data into a repository via XML list files.

Roger Wu | Technical Writer Robert Strickland | Software Engineer



#empower14

CDSession Details

59

CD001 Getting the Most Out of the Conference

You’ve arrived at Empower 2014, and now you want to make the most of your time here. This part-presentation, part-Q&A session will help you make sure you:

` Attend the best courses to suit your needs. ` Know about and make use of all the technical and solution resources available.

` Take advantage of all networking opportunities. ` Enjoy yourself completely.

Tammy Kaehler | Manager of User EducationSierra Jahoda | Technical Writer


Wed Jan 15 9:45 am Orange County 3

CD101 Overview of the Laserfiche Suite

New to Laserfiche? About to implement Laserfiche? This course will introduce you to:

` The Laserfiche suite. ` Best-practice use cases.

Ken Meissner | Solutions ConsultantAna Heydari | Account Manager Ryan Schooley | Software Test Engineer





CD103 What’s New in the Laserfiche Suite

This course presents an overview of new features in each Laserfiche product over the last year. Products include:

` The Laserfiche Client, Web Access, Mobile and WebLink.

` Laserfiche Workflow and Laserfiche Forms. ` The Laserfiche SDK.

Misty Kalousek | Technical Writer




CD105 Coming Attractions in Laserfiche

Join various Laserfiche software engineers and software test engineers as they show off new and exciting features being worked on for future versions of Laserfiche, including:

` The new Laserfiche Mobile app for Android. ` Laserfiche Answers. ` The new, redesigned Laserfiche Web Access.

Note: These are demonstrations of future capabilities and are not yet scheduled to be part of any specific release.

Justin Pava | Software Release ManagerEd Heaney | Software EngineerJeffrey Lym | Software EngineerJulia Zhu | Project Manager


Fri Jan 17 1:30 pm Marquis Northeast

Content Delivery

CD Session Details

60

CD109 Getting Started with Laserfiche(Presentation version of CD111)

New to Laserfiche? This course will introduce you to Laserfiche’s two primary client applications: the desktop Client and Web Access. This presentation includes:

` An explanation of the Folder Browser and Document Viewer.

` Tips for navigating the software. ` An overview of when each product is most beneficial.

Ryan Schooley | Software Test Engineer



CD111 Hands-On Lab: Getting Started with Laserfiche, Part 1(Part 1 of 2. Lab version of CD109)

New to Laserfiche? Want to be more efficient in your daily use of the software? This first of two labs will cover:

` Working with documents in the Laserfiche Client and Web Access.

` Using version control to collaborate on documents. ` Applying metadata and annotations.



Wed Jan 15 1:30 pm Grand E

Thurs Jan 16 9:45 am Platinum 1-2


CD107 Introduction to Laserfiche Answers

Take a look at our new online collaboration tool, Laserfiche Answers, which allows members of a community to share information by asking and answering questions on a specific topic—anything from business processes or solutions, to software functionality, to troubleshooting or support. We’ll cover:

` The benefits of implementing a Q&A system in your organization

` Encouraging community collaboration with rich social features. The benefits to your organization.


Thurs Jan 16 9:45 am Marquis Northeast

“ Success is no longer about the number of employees on your assembly line, it’s about how fast you can make your information work for you.”—Nien-Ling Wacker,

Founder and CEO, Laserfiche

#empower14

CDSession Details

61

CD113 Hands-On Lab: Getting Started with Laserfiche, Part 2 (Part 2 of 2. Lab version of CD109)

New to Laserfiche? Want to be more efficient in your daily use of the software? This second of two labs will cover how to:

` Work with folders and shortcuts in the Folder Browser.

` Tailor the Laserfiche system to your needs. ` Get content into and out of Laserfiche.






CD115 Tips and Tricks with Laserfiche

This presentation will teach you time-saving tricks and procedures to help manage documents flexibly and efficiently in Laserfiche. Topics will include:

` Searching tips. ` Metadata features. ` Shortcut modifications.

Connie Anderson | Technical Writer



CD117 Laserfiche’s Online and Mobile Clients

In our increasingly mobile world, businesses and organizations demand the ability to extend content beyond the desktop. This course will cover:

` Using Web Access as a tool for your remote and mobile business needs.

` Working with your documents via a web interface, including scanning, OCR and integrating with Microsoft Office.

` Mobile options for connecting to your repository and interacting with business processes.

` Providing public, read-only access to your published information via Laserfiche WebLink.



Fri Jan 17 11:00 am Marquis Northeast

CD119 Introduction to Laserfiche WebLink and Public Portal

Laserfiche WebLink is a user-friendly public portal site providing read-only, online access to documents. This session will introduce you to:

` The various components and features of WebLink, including the WebLink Designer, RSS feeds, mobile view WebLink reporting and more.

` Public portal licensing. ` Tips and tricks for effective use of the product.

Robert Courtland | Account Manager Brianna Blanchard | Software Test Engineer

Wed Jan 15 11:00 am La Jolla/LA

Thurs Jan 16 1:30 pm Grand AB

CD Session Details

62

CD121 Searching in Laserfiche(Presentation version of CD123)

Find just what you’re looking for in Laserfiche with the software’s powerful search tools. This course will teach you how to:

` Pick the best search type to find just what you need.

` Search based on almost any information about the document you want to find, including text, metadata and properties.

` Refine search options to make searches more efficient and effective.



CD123 Hands-On Lab: Searching in Laserfiche, Part 1(Part 1 of 2. Lab version of CD121)

Find just what you’re looking for in Laserfiche with powerful search tools. This lab will teach you how to:

` Pick the best search type to find just what you need. ` Search based on almost any information about the document you want to find, including text, metadata and properties.

` Customize searches to make retrieval easy and efficient.




Fri Jan 17 1:30 pm Grand E

CD125 Customer Story: Optimizing Mobile Strategy with Workflow and Forms

Learn how the University of Ha’il, the largest university in northern Saudi Arabia, is saving resources by using iPads and Laserfiche to create a paperless document approval system. Come get a behind-the-scenes tour by Dr. Alhaisoni, a renowned scholar and business practitioner, as he discusses:

` How to design and implement comprehensive Workflow and Forms processes.

` How mobile approvals have become a way of life for university staff.

Majed Mohaia Alhaisoni, PhD Assistant Professor and Dean, College of Computer Science and Engineering, University of Ha’il

Dr. Majed Alhaisoni is the Dean of IT and e-Learning at the University of Ha’il, where he is responsible for leading, managing, developing and implementing IT services and infrastructure that have pushed

the transition into a paperless digital university. Dr. Alhaisoni also serves as the Acting Dean of the College of Computer Science and Engineering, where he leads academic development and research activities. His research has been published in international journals and has been honored at several conferences with best paper awards for his distinguished work in key areas of computer science and networking.


#empower14

CDSession Details

63

CD151 Hands-On Lab: Searching in Laserfiche, Part 2(Part 2 of 2. Lab version of CD121)

Find just what you’re looking for in Laserfiche with powerful search tools. This lab goes beyond basic searching to offer tips for using often-overlooked searching tools and options. This lab will teach you how to:

` Refine search options and results to make searches more efficient and effective.

` Customize quick searches. ` Improve overall search efficiency to yield faster results.



Fri Jan 17 2:45 pm Grand E

CD203 Hands-On Lab: Customizing WebLink

Whether it’s making public records available to your citizens or providing access for customers who need to see their files, Laserfiche WebLink is the tool you need for distributing your documents via the Internet. This session covers:

` Customizing the interface with the WebLink Designer. ` Making WebLink look and feel like your website. ` Changing the functionality to meet your users’ needs.




CD205 Hands-On Lab: Creating Custom Search Forms in WebLink

Once you have Laserfiche WebLink configured to share documents with the public, you may want to configure focused searches for those users. This lab will teach you how to:

` Use the WebLink Search Form Designer. ` Expand search functionality in a user-friendly way. ` Make your content as easy to find as possible.




CD Session Details

64

CD207 Hands-On Lab: Configuring the Laserfiche-SharePoint Integration, Part 1 (Part 1 of 2)

Combine the power of the Laserfiche content management system with SharePoint 2010’s collaboration portal functionality. This first of a two-part lab will:

` Introduce you to the Laserfiche-SharePoint integration.

` Set up the Laserfiche Web Part to view content within SharePoint.

` Set up the Search integration for federated searching of Laserfiche and SharePoint content.

Note: This lab will use a unique virtual machine that is not distributable. Attendees will use provided lab machines to participate.



CD209 Hands-On Lab: Configuring the Laserfiche-SharePoint Integration, Part 2 (Part 2 of 2)

Combine the power of the Laserfiche content management system with SharePoint 2010’s collaboration portal functionality. This second of a two-part lab will:

` Archive SharePoint content in the Laserfiche system.

` Set up the Records Center integration.

Note: This lab will use a unique virtual machine that is not distributable. Attendees will use provided lab machines to participate.



CD251 Using the Laserfiche UI in Your Integration

One common method of integration is displaying content stored in Laserfiche within another application. This class highlights:

` Bridging the gap between Laserfiche and other software products.

` Customizing Laserfiche to work seamlessly with your integrations.

` Repurposing the Laserfiche UI for easier integration deployment.

Brett Hickinbotham | Sales Engineer Robert Strickland | Software Engineer



CD301 Using Advanced Search Syntax

This course is for power-searchers, administrators or anyone who needs to configure searches for others in their organization. You will:

` Learn Laserfiche Advanced Search Syntax and how it can expand on standard search functionality.

` Get ideas about how to use it with modules like Quick Fields and Workflow.

` Learn how to add search functionality to your SDK-based projects.

Brianna Blanchard | Software Test Engineer Andrew Schoonmaker | Software Engineer



#empower14

EDMSession Details

65

EDM101 Implementation Practices: Project Management

Implementing a large Laserfiche system through multiple phases can be complicated and requires proper planning. This course will use real-world examples and experiences to address:

` Using project management principles and standards to meet aggressive deadlines with milestones.

` Preventing scope creep and cost increases.

Jonathan Powers | Project Manager


EDM102 Implementation Practices: Requirements Gathering

Before beginning work on a Laserfiche system, it’s imperative that system requirements are properly communicated between those who will use the system and those who will build it. This course will:

` Outline a typical meeting to gather requirements for a Laserfiche software implementation.

` Address the information both the service provider and customer need to be prepared with.

` Discuss how to run the meeting itself and what deliverables are expected.

` Highlight how the requirements gathered here affect the lifetime of a project.

Joyce Lin | Solutions Engineer


EDM103 Lunch Q&A: Laserfiche Suite

Join our product experts for lunch! You bring the questions about the Laserfiche suite, and our technical and business implementation experts will provide the answers, including:


Justin Pava | Software Release Manager Miruna Babatie | Software Test Engineer Pieter Nauta | Manager of Training


Enterprise Deployment and Management

“ Take advantage of the various social settings to network with others. It’s amazing when you share your experiences and discover how similar your job, needs and problems are. Who knows, you might have solutions to share!”—Faron Kraemer, Associated Grocers

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EDM104 Customer Story: Integrating Workflow to Achieve Faster Processing

WSAC helps families in Washington state save for college by using Laserfiche Workflow. This course will cover:

` Responsive customer service and timely processing of financial aid via Workflow processes.

` Integration points that helped WSAC achieve quicker processing.

` WSAC’s plans for total interagency communication coordinated through Laserfiche.

David Mitchell Chief Technology Officer,Washington Student Achievement Council (WSAC)

David has over 20 years in IT where he’s worked in many roles, including system administrator, database administrator, software developer and manager. He is currently the Chief Technology

Officer for the Washington Student Achievement Council, where he’s responsible for the overall technology support, planning and development required to support the agency’s financial aid delivery systems.

Shakib Kamal Solutions Architect, Washington Student Achievement Council (WSAC)

As Solutions Architect for the Guaranteed Education Tuition Program, Shakib is responsible for all architectural and technical decisions for the account holder pages. His job includes knowing all

functional systems provided by the College Savings Systems (Banner) for the 529 plan. He acts as Project Manager as well as Lead Software Engineer.

Kim Porter Records & Project Manager,Washington Student Achievement Council (WSAC)

Kim has more than 10 years of experience in records management. All positions she has held have included converting paper files into electronic images. She is currently the Records & Project Manager for

the GET Program, where she is primarily responsible for the administration of Laserfiche, Workflow and Quick Fields.


EDM105 Customer Story: Implementing Laserfiche and Public Portal

The economic downturn has driven city governments across the nation to create effective and agile approaches to serving their citizens, even an affluent city like Newport Beach. This course will cover:

` How the city’s IT leaders efficiently migrated from a legacy information management system to Laserfiche.

` How they set up a public portal to ensure information transparency.

Rob Houston Assistant to the City Manager/ IT Manager, City of Newport Beach

Rob Houston is the Assistant to the City Manager and the head of the IT Department for the City of Newport Beach. He has a diverse 22 year

public sector career, including time working at the federal and state level in Canada, working for the City of Carlsbad, California, and spending the last three years at the City of Newport Beach. He is leading IT’s strategic effort to refresh the city’s hardware and software platforms in order to empower staff and city customers with the benefits of up-to-date technology The city’s Laserfiche project is one of these upgrades set to improve the efficiency and transparency of the city’s document use.

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Vilasinee Kiatkwankul (Faz) Senior IT Analyst,City of Newport Beach

Vilasinee Kiatkwankul (Faz) has been a Senior IT Analyst for the City of Newport Beach since 1998. She has a Bachelor’s degree

in Computer Science and an M.B.A. from the University of Illinois at Urbana-Champaign. She has maintained the city’s ERP system for the last 15 years. She was one of the pioneers who launched Laserfiche in the city. She has converted more than 160,000 building plans and permits from the old document imaging system into Laserfiche.

Ivan Juarez IT Specialist III,City of Newport Beach

Ivan Juarez has been an IT Specialist III for the City of Newport Beach since 2007. He has a Bachelor’s degree in Management

Information Systems from San Jose State University. He has managed the city’s software deployment vault for the last five years. He helped develop the city’s Laserfiche network and security access architecture.


EDM106 Customer Story: From Traditional to Transformational with Laserfiche

Successful change management requires dynamic leadership and effective project management. This course will cover:

` How NorthStar transformed a traditional financial firm through Workflow and Forms.

` Proven tactics for initiating a Laserfiche project that everyone in your organization can embrace.

Jim Anderson Chief Systems Officer, NorthStar Financial Services Group, LLC

Jim Anderson joined CLS, a subsidiary of NorthStar Financial Services Group, as an Inside Sales Consultant in December 2003. Before joining the firm, Mr. Anderson held numerous

positions in sales and operations management. In 2004, Mr. Anderson was given additional responsibilities as Director of Inside Sales and Customer Service. In 2009, he took over as Chief Systems Officer, a role in which he’s responsible for seeking integration opportunities and driving innovation in CLS processes and systems.


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EDM107 Customer Story: Going Paperless Enterprise Wide with Laserfiche

Want to learn the secret to a completely paperless operation? This course will discuss:

` Taking a school district from paper-overload to paper-less.

` Implementing more than 200 electronic forms and workflows across 18 departments and 20 campuses.

Adam Galvan Jr. Technology Director, Edgewood ISD

Adam Galvan Jr. is Director of Technology at Edgewood Independent School District (EISD). His thirteen years of experience in the technology field include cable tech, computer tech, wireless tech, project manager, hardware specialist, system specialist,

network systems administrator, assistant director and now director of technology. Since joining EISD in 2010, he’s expanded the use of Laserfiche from the HR department to all departments, and his next project is taking all forms paperless.


EDM108 Customer Story: Business Automation in 18 Months

In just 18 months, this fast-growing school district implemented automated workflows and forms that impact nearly 6,000 employees and more than 60 separate offices, campuses and facilities. In this course, you will learn:

` How district-wide changes were made possible by using Laserfiche.

` Why Workflow is the core component of Bob’s enterprise information management strategy.

Bob Allen Director—Business Applications and Process, Frisco ISD

Bob Allen is a 31 year information technology and business process professional. A 1982 graduate of Southern Ohio College, Bob spent 29 years working with Fortune 500 companies while at Electronic Data Systems/HP, before joining the

Frisco Independent School District as the Director of Business Applications and Process in 2010.


EDM151 Implementation Practices: Laserfiche Upgrades Done Right

Planning on upgrading to the latest and greatest version of Laserfiche? Expanding your system to include new modules? Come get notes and tips about:

` Upgrading from Laserfiche United to Laserfiche Avante or Laserfiche Rio.

` Adding new users, products and features to a Laserfiche Rio master license.

` Upgrade best practices.

Kacy McKibben | PSG Team Lead


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EDM201 Repository Design Essentials

Join us to discuss best practices for repository structure, folder and document naming conventions, and metadata use that will yield a clean and efficient repository that is easy for your organization’s staff to use. This course provides:

` Guidelines for automation and other tools to create a good structure during setup.

` Strategies for reorganizing a system that has outgrown its original design.

Alan Chan | Presales Engineer



EDM202 Implementation Practices: Designing Your Laserfiche Environment

Spreading components of the Laserfiche Server across multiple servers? This session will answer your questions about hardware allocation and general set up, and will cover:

` Recommendations for repository components and Laserfiche modules.

` Best practices for running Laserfiche as efficiently as possible.

` See examples of the setup used at the Laserfiche corporate headquarters.

Nitin Savant | Solutions Engineer


EDM203 Effective Integration Strategies Many Laserfiche integrations exist, such as viewing Laserfiche from a billing system, updating a student database with Laserfiche metadata and importing content from a mapping system. This course will:

` Examine the different types of integrations. ` Put integrations in context for both the software and the users’ needs.

` Provide recommendations for developing the most efficient, cost-effective and useful integration strategies.

Note: Code will not be shown.

Brett Hickinbotham | Sales Engineer



EDM204 Deployment Tips and Tricks

Have questions on the best way to roll out a new system or upgrade an older one? This presentation will cover:

` Practical considerations, including custom and unattended installations.

` Optimal user management. ` Configuring site-wide defaults. ` Information about deploying Laserfiche Avante and Laserfiche Rio.

Brett Hickinbotham | Sales Engineer



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EDM205 Implementation Practices: Secure Deployment

Deploying a secure solution extends beyond the way you configure security within Laserfiche. Depending on your system, there may be a number of environmental factors to address. This course will discuss:

` Securely deploying Laserfiche Rio and Laserfiche Avante.

` Securing the file server(s) and communication between clients and servers.

` How Laserfiche components interact with their hardware and with each other.

` Strategies for making sure your entire system is secure.

Kristen Lindbergh | Solutions Engineer


EDM206 Web Deployment Case Studies

The flexible nature of Laserfiche web products means they can be deployed in a variety of scenarios. In this session, we will discuss:

` Different types of access, from internal and external to mobile and public portal.

` Authentication method options. ` Load balancing for improved user experience.

Brian McKeever | Software Engineer

Wed Jan 15 11:00 am Newport/RLP


EDM207 Topics in Web Customization

The user interfaces of both Laserfiche WebLink and Laserfiche Web Access can be tailored to suit your organization’s needs. This course will cover:

` The basics of Laserfiche web UI modification. ` Customizing the look and feel of WebLink via the WebLink Designer and ASPX.

` Changing styles and hiding options in Web Access.

Note: Knowledge of HTML, ASP.NET, CSS and/or JavaScript is helpful, but not required.

Ken Leung | Software Engineer Ryan Schooley | Software Test Engineer



EDM208 Implementation Practices: Top 10 Performance Pitfalls

Ensuring your Laserfiche solution meets your performance requirements is as important as the way you’ve designed your solution and requires the same level of attention. This class will help you:

` Develop strategies for monitoring performance and keeping your Laserfiche Server running as fast as possible.

` Learn best practices for avoiding bottlenecks with Workflow.

` Become familiar with design choices that could slow things down.

Maggie Rogers | PSG Team Lead

Wed Jan 15 9:45 am Newport/RLP


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EDM209 Database Tuning and Maintenance

Laserfiche relies heavily on the backend database to perform a variety of functions, so making sure your database is performing well is an important step in ensuring your overall Laserfiche solution is performing as expected. This course provides an overview of:

` How Laserfiche usage impacts the database. ` How to identify bottlenecks that may be impacting database performance.

` Strategies, hardware recommendations and configuration options to optimize performance based on your specific needs.




EDM210 Getting Started with the Laserfiche SDK

Laserfiche provides a number of ways to access the system programmatically, offering different tools for different jobs. This course will help you get started with integrations and is a good technical complement to CD203: Effective Integration Strategies. It provides an overview of:

` Fundamental concepts about building an integration.

` Tools available in the Software Developer Kit (SDK).

` What SDK tools can do and when it makes sense to use them.

Eric Cressey | Technical Writer Roger Wu | Technical Writer


EDM211 Implementing and Supporting Highly Available Systems

Organizations deploying document management solutions in mission-critical situations require strategies for keeping systems online in the event of hardware failures and other disasters. This session will address how to provide high availability and quick recovery in the event of a disaster using:

` Clustering. ` Virtualization. ` Off-site mirroring.

Dave Chen | Manager of IT


EDM251 Creating Web Services with the SDK

While standardized architecture is a good goal, mixed platforms are the reality for most organizations. Instead of writing multiple integrations to meet the different requirements of multiple SDKs, use web services. Topics include:

` Creating an integration framework that can be accessed by all of your business applications.

` Strategies and recommendations for creating a web service.

` Examples of enterprise integration using the Laserfiche SDK.

Zachary Buck | Presales Engineer Mike Yip | Software Engineer



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EDM301 Improving Search Efficiencies

This course is for administrators interested in search performance and indexing efficiency. You will learn:

` The difference between database and full-text searches, and how to optimize both.

` How to get the most from the full-text search and indexing engine.

` Troubleshooting, indexing best practices, benchmarking and time estimation.

` How to balance indexing with search retrieval performance.

Connie Anderson | Technical Writer Barna Zajzon | Software Engineer


Fri Jan 17 1:30 pm Grand CD

EDM302 Advanced Topics in Web Customization

This course will cover advanced customization options for both Laserfiche Web Access and Laserfiche WebLink. Familiarity with ASP.NET is beneficial. Topics include:

` Creating custom menus and toolbar items (Web Access).

` Creating and deploying a custom login module (Web Access).

` Custom URL integrations and custom URL syntax (Web Access and WebLink).

Ken Leung | Software Engineer Brianna Blanchard | Software Test Engineer



EDM351 Advanced Applied SDK

Most organizations use the Laserfiche SDK to develop integrations and custom programs on top of the Laserfiche platform, but there are other ways to use the functionality it provides. This course will focus on:

` Using the SDK libraries for the experienced programmer.

` Examples and ideas for experienced SDK programmers.

` Tips and advice from a senior member of the Laserfiche Development team.

Ed Heaney | Software Engineer



#empower14

IGSession Details

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IG101 Introduction to Laserfiche Security

New to security in Laserfiche? This course gives an overview of Laserfiche security and discusses the available options. This course is recommended as preparation for IG151: Hands-On Lab: Implementing a Security Policy in Laserfiche, and will cover:

` Basic concepts in Laserfiche security. ` How administrators can control system functionality, grant administrative privileges and hide metadata fields.

` Folder-level security for granular control over user rights.

Misty Kalousek | Technical Writer Sarah Seene | Technical Writer


Fri Jan 17 11:00 am Grand CD

IG102 Fundamentals of Records Management

Before you can manage your records efficiently or use Laserfiche RME to help simplify the process, you have to speak the language. If you’re new to records management, this course should be considered a mandatory prerequisite before you attend any of the other courses related to Laserfiche records management as this course teaches:

` Fundamental concepts and vocabulary associated with records management.

` How to start using Laserfiche to manage your records.

Sierra Jahoda | Technical Writer

Wed Jan 15 9:45 am Grand GH


IG103 Customer Story: Transparent Records Management in Action

“Trust me, you will love it!” Come learn why Maureen Reynolds loves transparent records management, as she discusses how:

` Implementing TRM saved Tompkins County $5.5 million.

Maureen Reynolds Deputy County Clerk, Tompkins County

Maureen has worked for the Tompkins County Clerk’s Office for 21 years. The County Clerk’s Office handles all land and court

documents for Tompkins County. Maureen also serves in the role of Records Management Officer. She has extensive experience with document management systems and grant writing; she has been a grant reviewer for the NYS Archives; and she generally “plays well with others,” which has allowed her to work well with 29 county departments—and now, through a shared services approach, with 13 municipalities in the county.


Information Governance

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IG104 Customer Story: Securing the Enterprise

As Nigeria’s CIA equivalent, DSS has an especially high demand for quick, secure access to mission critical records. Get a sneak peek into the functioning of a highly secure system. This course will cover:

` How Laserfiche is used to house more than 2.1 million documents.

` DSS’s plans to expand its Laserfiche implementation to store 35 million documents.

Joseph Uworuya Director of Technical Services, Department of State Services (DSS), Asokoro, Abuja

Engineer Joseph Onaiwu Uworuya is currently the Director Technical Services (DTS) of the Department of State Services (DSS).

DSS, also known as the State Security Service (SSS), is the

primary domestic intelligence agency of Nigeria. It is responsible for intelligence gathering within the country and for the protection of senior government officials, particularly the President and state governors.

Engineer Joseph Onaiwu Uworuya is a graduate of University of Abuja with a BSc degree in Political Science. He worked for RCN Nigeria from 1982 – 1984 and Nigeria Security Organization (now Department of State Services) ever since.


IG151 Hands-On Lab: Implementing a Security Policy in Laserfiche

New to security in Laserfiche? Once you have picked up the basics in IG101: Introduction to Laserfiche Security, take control of your Laserfiche system with:

` Folder-level security for granular control of what users can and cannot access.

` Administrative security to control what functionality users have.

` Security settings to prevent mistakes in filing and searching.




IG201 Best Practices in Laserfiche Security

Laserfiche offers a wide range of security options, and some methods of security implementation are better than others. This presentation will cover:

` Setting up security to maximize efficiency and minimize mistakes and administrative headaches.

` Implementation tips that make it easy to maintain security as your site grows.




#empower14

IGSession Details

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IG202 Hands-On Lab: Implementing Records Management, Part 1(Part 1 of 2)

The process of implementing records management in Laserfiche involves configuring records management rules in your repository, setting up the file system and then managing records. This first of a two-part lab focuses on:

` Making sense of records management rules. ` Determining, defining and configuring records management rules in Laserfiche.

` Translating retention rules into the Laserfiche software.

` Setting up a records management file plan in Laserfiche.




IG203 Hands-On Lab: Implementing Records Management, Part 2 (Part 2 of 2)

The process of implementing records management in Laserfiche involves configuring records management rules in your repository, setting up the file system and then managing records. This second of a two-part lab focuses on:

` Efficiently managing a record’s lifecycle from its beginning to end.

` Ensuring records management rules are followed, and handling exceptions that arise.




IG204 Hands-On Lab: Auditing Your Repository

Laserfiche Audit Trail tracks and records events in Laserfiche, such as logging in, changing a field value, deleting documents and more. In this lab you will:

` Set up the Audit Trail reporting interface. ` Run reports to monitor system activity. ` Use Audit Trail as a tool for security and policy compliance.


Thurs Jan 16 9:45 am Grand E


IG205 Troubleshooting Security

This course will give you the tools you need to identify and troubleshoot security-related issues. We will cover:

` Evaluating if a problem is security-related. ` Techniques for determining what security elements are likely to be involved in a given issue.

` Common pitfalls when troubleshooting security. ` Methods for solving problems once you’ve found them.

Brett Hickinbotham | Sales Engineer Justin Pava | Software Release Manager


IG Session Details

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IG251 Digital Signatures in Laserfiche

This course will introduce you to digital signatures in Laserfiche and to the DocuSign integration. We will cover:

` Configuring and using digital signatures in the Laserfiche Administration Console, Client and Web Access.

` Working with the Windows certificate store. ` Using the DocuSign integration with Web Access.

Connie Anderson | Technical Writer Roger Wu | Technical Writer


IG252 Hands-On Lab: Transparent Records Management

Laserfiche records management provides powerful tools for meeting regulatory compliance, but in a way that may not be intuitive to general users. Transparent records management gives you the best of both worlds. This lab will teach you:

` The power of the transparent records management approach.

` How to create different views of the Laserfiche repository for different types of users.

` How to give users access to the content they need while records managers stay in control of records.




IG301 Advanced Topics in Security

Have a security setup that’s bigger or more complex than most? Tools like folder filter expressions may be just what you need. This presentation covers:

` Security options beyond standard folder and user rights.

` Security implications of new Laserfiche 9.1 features.

Aaron Jahoda | Sales Engineer Andrew Schoonmaker | Software Engineer

Fri Jan 17 9:45 am Grand CD

IG302 Advanced Topics in Laserfiche Records Management

Now that you know the basics of Laserfiche records management, learn about advanced topics that will help you efficiently manage your records. This course will cover:

` Best practices for managing backups in a records management environment.

` Using Laserfiche Workflow to automatically alert records managers of pending work.

` How to update active records management rules.

Justin Pava | Release Manager Pieter Nauta | Manager of Training

Thurs Jan 16 9:45 am Grand JK

#empower14

MPSession Details

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MP101 Integrate Laserfiche with Anything—Really!

Let us demonstrate how Ratchet-X allows you to integrate Laserfiche with any application. No changes to the integrated application or cooperation from vendors required. Integrating Banner, Munis, Sungard, Fiserv, you name it, has never been easier.

George Weihs | CTO, RatchetSoft


MP102 Making Your Meeting Paperless with NovusAGENDA

NovusAGENDA can automate your entire meeting process from item creation to publication of final minutes. See a full demonstration of exactly how to make your meetings completely paperless.

John Kercher | Managing Partner, Novusolutions


MP103 Email–Automation, Workflow and Archiving

Still struggling with email? In this session we’ll cover the evolution of email management technologies and propose common sense solutions using Laserfiche. Chris “Cash” Haughey will present real world applications for Email Manager at Constellation Energy. Want to try the “lite” version for free? Bring your laptop and kick the tires as part of our interactive demo!

Phil Dixon | CEO, CMA John Dixon | Principal, CMA Cash Haughey | Senior Manager, Fulfillment and Document Retention, Constellation Energy


MP104 Paper Still Happens Even in a Digital World

Laserfiche and Infolinx have teamed to bring physical and electronic records together. Discover how one search can produce both the electronic and physical components of the record. Learn how to create, declare and classify in one easy step. Now that’s true transparent records management!

Chip Benson | Director Business Development, Infolinx


MP105 Learning Management System for Laserfiche and Laserfiche Forms

Automate your employee education program using LMS for Laserfiche Forms. Create testing, certification and content archiving with your Laserfiche system.

Patrick Welsch | President, Cities Digital


MP106 Digital Signatures and Laserfiche: The Future Is Now

ECM use has transitioned from archival repository to active document lifecycle management. Signature automation with proper controls and integrity completes the cycle. This session will explore electronic signature regulations, solution options, use cases and deployment considerations.

Mauricio Pinto | Market Manager, ARX


Marketplace/Partners

MP Session Details

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MP107 Lose the Paper with Digital Forms and Tablet Mobility

Create variable data documents and capture handwritten strokes and data without scanning with PlanetPress Capture and Laserfiche.

Mike Beard | Director of Sales, Objectif Lune


MP108 Enhance Your ECM System with Cursive Handwriting Recognition

Although the majority of businesses perform document capture, most do not automate hand print or cursive recognition of data on business forms, choosing instead to key in valuable information or not capture it at all. This tutorial on handwriting recognition and signature verification will feature case studies to illuminate possible applications and expected benefits.

Mark A. Gallagher | Sales Director, Parascript Chris Hill | Senior Sales Engineer, Parascript


MP109 Scanning into Laserfiche Made Eze!

EzeScan provides time-effective ways to batch process forms, documents and invoices to address the advanced paper scanning requirements of Laserfiche users—often with a “one click” button process from any MFD/copier or scanner. Learn about using handwriting recognition, forms processing or line items extraction for accounts payable solutions. Eze scanning is only one click away!

Ming Yap | Technical Manager, EZScan - Outback Imaging


MP110 Link Laserfiche and ESRI with GeoDocs

Join us to learn how DocuNav’s GeoDocs tool connects ESRI® with Laserfiche web services, maximizing your investment in both solutions. Web-based map users can locate critical documents stored in Laserfiche directly from the ESRI map, and documents can be uploaded to Laserfiche from the ESRI map. See how mobile users can leverage their iPhone and iPad to capture photographs and pictures, with GeoDocs automatically geo-tagging the location to the map and storing the uploaded image inside Laserfiche.

Cody Bettis | President, DocuNav Solutions Zack Abshier | Director of Technology, DocuNav Solutions


MP111 Laserfiche in the New SaaS, Hosted, Integrated World

ECM cloud purchases have doubled in just two years and the growth rate is increasing. Get an update on market trends such as the increasing popularity of private and hybrid cloud offerings, and learn how Cambridge and Laserfiche together are building solutions for you to satisfy this demand.

Mike Adams | Cambridge Connections, LLC


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User Group Leader Roundtable Discussion If you’re interested in starting your own user group or learning best practices on how to grow your existing user group, join this roundtable discussion with other group leaders. Whether you’re looking to create or manage a regional, industry-focused or internal Laserfiche user group, you’ll gain ideas that will help you forge a strong network.

Note: Attendees who did not RSVP will not be served lunch.

Fri Jan 17 12:00 pm Newport/RLP

Regional User GroupsMeet other Laserfiche users from your area to share tips and tricks and find out what’s new!

UG101 User Group: Mid-Atlantic (DC, DE, MD, NC, VA)

Wed Jan 15 1:30 pm Newport/RLP

UG102 User Group: Central West (CO, ID, MT, ND, NE, NM, SD, WY)


UG103 User Group: California


UG104 User Group: Northeast (CT, MA, ME, NH, NJ, NY, RI, VT)

Thurs Jan 16 9:45 am Newport/RLP

UG105 User Group: Texas

Thurs Jan 16 11:00 am Newport/RLP

UG106 User Group: Mideast (IN, MI, OH, PA)

Thurs Jan 16 1:30 pm Newport/RLP

UG107 User Group: South (AL, AR, KY, LA, MS, OK, TN, WV)


UG108 User Group: Pacific West (AK, AZ, HI, NV, OR, WA)


UG109 User Group: Midwest (IA, IL, KS, MN, MO, WI)

Fri Jan 17 9:45 am Newport/RLP

UG110 User Group: Southeast (FL, GA, SC)


UG111 User Group: Canada


Industry User GroupsCome meet other Laserfiche users in your industry to exchange best practices with colleagues and learn more about how to create or grow your user group.

UG112 Industry User Group: State and Local Government


Thurs Jan 16 12:00 pm Newport

UG113 Industry User Group: Education


Thurs Jan 16 12:00 pm Gold Key 1-2


UG114 Industry User Group: Financial Services


User Group MeetingsNote: User groups are for Laserfiche end users only, no resellers, please.

Unless otherwise indicated, all user group meetings take place on the lower level in Newport Beach/Rancho Las Palmas.

VAR Session Details

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VAR001General Session for VARS

During this special, VAR-only session, attendees will gain an overview of the current ECM landscape and Laserfiche sales strategy.

Chris Wacker | Executive Vice President Jereb Cheatham | Vice President of Strategic Solutions Sean Tang | Vice President of International Business James Shearer | Director of Sales Operations

Fri Jan 17 8:30 am Marquis Center & South

VAR101 Implementing Agile Sales

After the introduction of Laserfiche’s new agile sales process in 2013, we capitalized on our success, and now we’re sharing the process with you. In this session, you will:

` Learn our new approach to the sales process. ` Share in our lessons learned for getting the most out of it.

` Discuss how you can implement agile sales.

Jereb Cheatham | Vice President of Strategic Services James Shearer | Director of Sales Operations


VAR102 Sell Laserfiche Rio to (Almost) Anyone

Learn how one Laserfiche reseller uses Laserfiche Rio strategically to bring additional functionality and ultimately additional sales. This interview covers:

` Differences between Laserfiche Rio and Laserfiche Avante.

` Advantages of one versus the other.

Cody Bettis | DocuNav SolutionsJames Shearer | Director of Sales Operations


VAR103Build Your Value Proposition

What makes your ideal customer choose you rather than a competitor? Your value proposition. This class will teach you how to:

` Discover and define your value proposition. ` Convey your brand promise concisely to current and potential customers.

Melissa Henley | Director of Marketing Communications


VAR104Onboarding and Training Staff

Join our panel of Laserfiche experts in a discussion that will cover:

` Hiring techniques to ensure the best candidates are selected.

` Tips, tricks and best practices for making your new employees productive as quickly as possible.

Pieter Nauta | Manager of Training James Shearer | Director of Sales Operations Miruna Babatie | Software Test Engineer Tammy Kaehler | Manager of User Education


Value-Added ResellerNote: Value-Added Reseller courses are for Laserfiche VARs only.

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VARSession Details

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VAR105 Customizing the Presales-Built Demos

This course will present the many ways that the Presales demo repository and pre-built demos can be used to illustrate the benefits of Laserfiche to different industries and departments. This session will cover:

` When to use a particular demo, based on the problems solved and the people helped by each.

` Main points to emphasize based on your audience and how to prove benefits.

` How to customize the Presales-built demos for your potential customer.

Joseph King | Sales Engineer Andrew Brown | Director of Business Development


VAR106 Hands-On Lab: Setting up the Presales-Built Demo Repository

This hands-on lab will walk resellers through setting up the Presales-built demo repository, as well as demonstration scenarios to make the most out of sales calls. We’ll cover:

` Tips and best practices for configuration. ` How to distribute the demo system to the rest of your organization.

Cathy Lee | Solutions Consultant


VAR107Sales Process Best Practices

Join our panel of resellers and Laserfiche experts as they speak openly about topics including:

` Best practices for the sales process. ` Lessons learned.

Jereb Cheatham | Vice President of Strategic Services Dwight Moore | +ImageNet ConsultingZaheer Master | Accelerated Information Systems (AIS)


VAR108Implementation and Support Best Practices

Join our panel of reseller and Laserfiche experts as they speak openly about topics including:

` Best practices for implementing, supporting and maintaining customer deployments.

` Lessons learned.

Jonathan Powers | Project ManagerKevin Smith | One Source Document SolutionsClay Baer | Crabtree Companies


82

• Architect • Specialist • Admin I&

II •

Capt

ure I&II • B.P.M.

Be a Gold Mine of Information

Reward yourself with knowlege and we’ll reward you!

Achieve Gold certification automatically when you pass these core CPP certifications:

Already Gold Certified?Stop by the Info Center to claim your prize!

Laserfiche SpecialistCapture ICapture IIAdministrator IAdministrator IIRepository ArchitectBusiness Process Management

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General Sessions

Featured Highlights

Karl Chan CTO, LaserficheAs the Chief Technology Officer for Laserfiche, Karl Chan oversees the development of the full product suite, from technology infrastructure to design. In his 25 years with the company, he has held a number of technical and management positions within Laserfiche, working with his teams to push technical advancements, education and usability.

Day One KeynoteWednesday, January 158:15 am - 9:30 amMarquis Ballroom

Mike Re CIO, Avis Fleet ServicesMike Re has held IT leadership roles for more than 20 years, designing, developing and implementing award-winning IT solutions. He focuses on strategic IT restructuring and system modernization, and is currently transforming Avis Fleet Services into a service-orientated delivery organisation.

John Barragan COO, Girard Securities, Inc.John Barragan has 15 years of experience in management, operations, technology, due diligence, compliance and as a successful investment advisor. He has a proven track record of increasing performance through dynamic leadership, process improvement and relationship management.

Dr. Samuel Dunn CIO, Babson CollegeDr. Samuel Dunn was appointed Chief Information Officer of Babson College in 2010. He has more than 15 years of CIO experience in several industries, including healthcare, government and software consulting services. He has also served as a faculty member at several institutions and holds multiple degrees.

Day Two KeynoteThursday, January 168:15 am - 9:30 amMarquis Ballroom

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Featured Highlights

Receptions

VAR-Only General Session

Wednesday, January 156:30 pm – 9:30 pmMarquis Ballroom

Tuesday, January 145:00 pm – 7:00 pmPlatinum 5

Thursday, January 165:00 pm – 6:30 pmPlatinum 6


Welcome ReceptionThis is a great opportunity to mingle and meet like-minded peers, enjoy light appetizers and complimentary beer and wine with fellow attendees.

Special Event: NRG-izeAt this year’s special event, re-charge your batteries with delicious food and drinks or burn off some Empower energy on the dance floor while you party with NRG, a 15-member band that will re-energize your favorite hits like you never thought possible. If you registered to attend the special event, you will receive a wristband during badge pick-up.

Run Smarter Awardees Meet & Greet Enjoy a treat with the Laserfiche Elite!

Raise a glass to the 2013 Run Smarter Award winners at our Meet & Greet event. This is a great opportunity to meet and connect with this year’s winners, learn more about their successes and network with other Empower 2014 attendees. And don’t worry about taking advantage of the complimentary appetizers and drinks—even with your hands full, you can still rub elbows with the best of the best.

International ReceptionAll international attendees are invited to join the team from Laserfiche International (LFI) for a fun-filled evening of food, drinks and great company. This is a once-a-year opportunity to meet and connect with LFI executives and team members, international VARs and other international users.

VAR Business Meeting (VAR001)Join us on for a special VAR-only business meeting. During this session, attendees will gain an overview of the current ECM landscape and Laserfiche sales strategy from:

Chris Wacker, Executive Vice PresidentJereb Cheatham, Vice President of Strategic SolutionsSean Tang, Vice President of International BusinessJames Shearer, Director of Sales Operations

Friday, January 178:30 am – 10:30 amMarquis Center & South

At this year’s special event, re-charge your batteries with delicious food and drinks or burn off some Empower energy on the dance floor while you party with NRG, a 15-member band that will re-energize your favorite hits like you never thought possible.

NRG (pronounced “energy”) is an extremely talented band that has travelled the world performing top hit music from the 70s, 80s, 90s and today with dazzling choreography, amazing vocals and superb musicianship. Their key musicians have toured with Stevie Wonder, The Brian Setzer Orchestra, The Eagles, Ray Charles, Andre Bocelli, Elton John and many more. As a band, they have been the opening and closing act for celebrities such as Jay Leno, Chicago, Boys II Men, Toni Braxton, Wynona Judd, Huey Lewis and the News and Sheryl Crow. Their high-energy performance will rock you!

And since we’re such big fans of eliminating extra steps in every business process, we’re hosting this year’s special event right in the Anaheim Marriott—just feet away from the Empower classrooms. That means more time and energy for networking and dancing the night away.

If you signed up, we look forward to seeing you there!

Wednesday, January 156:30 pm – 9:30 pm | Marquis Ballroom

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Networking Events

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Mid-Atlantic DC, DE, MD, NC, VA,Central West CO, ID, MT, ND, NE, NM, SD, WYCalifornia

Education at “Education” tables in Platinum 5-6Financial at “Financial” tables in Platinum 5-6State & Local Government at “SLG” tables in Platinum 5-6

Midwest IA, IL, KS, MN, MO, WI Southeast FL, GA, SCCanada

Education at “Education” tables in Platinum 5-6

Northeast CT, MA, ME, NH, NJ, NY, RI, VTTexas Mideast IN, MI, OH, PASouth AL, AR, KY, LA, MS, OK, TN, WVPacific West AK, AZ, HI, NV, OR, WA

State & Local Government (SLG) Newport/RLP {advanced sign up required)Education Gold Key 1-2 (advanced sign up required)

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Friday, January 17

Friday, January 17

Time12:00 pm – 1:00 pm

LocationNewport/ Rancho Las Palmas

Regional User Group MeetingsMeet other Laserfiche users from your area to share tips and tricks and find out what’s new! You’ll leave with the new relationships you can benefit from all year long.

Industry User Group MeetingsIndustry-focused user group meetings will take place over lunch.

User Group Leader Roundtable DiscussionIf you’re interested in starting your own user group or learning best practices on how to grow your existing user group, join this roundtable discussion with other group leaders. Whether you’re looking to create or manage a regional, industry-focused or internal Laserfiche user group, you’ll gain ideas that will help you forge a strong network.

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Friday, January 1712:00 pm – 1:00 pmNewport/RLP

User Group Meetings

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Lunch Q&A Sessions

If your favorite part of any conference presentation is the Q&A, be sure to attend these lunch sessions with technical and business implementation experts from Laserfiche. You bring the questions, and we’ll share:


*Please note that you must have reserved a seat for these Q&A sessions via the online course selector. If you did not, you will not be served lunch.

ACT104: Lunch Q&A: Administration and DeploymentInstructors:

Fei Wang, Technical ManagerBrian McKeever, Software EngineerJeffrey Russo, Solutions Engineer

BPM110: Lunch Q&A: Laserfiche FormsInstructors:

Ed Heaney, Software EngineerMiruna Babatie, Software Test EngineerBrett Hickinbotham, Sales Engineer

BPM111: Lunch Q&A: Laserfiche Workflow Instructors:

Eric Cressey, Technical WriterJohnny Xie, Software EngineerJoseph King, Sales Engineer

CC116: Lunch Q&A: Laserfiche Quick Fields Instructors:

Carl Sykes, Software EngineerMatt Ross, Software Test EngineerAaron Jahoda, Sales Engineer

EDM103: Lunch Q&A: Laserfiche Suite Instructors:

Justin Pava, Software Release ManagerMiruna Babatie, Software Test EngineerPieter Nauta, Manager of Training

Thursday, January 1612:00 pm – 1:00 pmMarquis Northeast

Wednesday, January 1512:00 pm – 1:00 pmMarquis Northwest

Wednesday, January 15Marquis NortheastFriday, January 17Marquis Northwest12:00 pm – 1:00 pm

Thursday, January 1612:00 pm – 1:00 pmMarquis Northwest

Friday, January 1712:00 pm – 1:00 pmMarquis Northeast

Networking Events

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Run Smarter® Award Winners

Join us as we congratulate our2013 Run Smarter® Award winners!

Run Smarter Awardees Meet & Greet

Enjoy a treat with the Laserfiche Elite!Raise a glass to the 2013 Run Smarter Award winners at our Meet & Greet event. This is a great opportunity to meet and connect with this year’s winners, learn more about their successes and network with other Empower 2014 attendees. And don’t worry about taking advantage of the complimentary appetizers and drinks—even with your hands full, you can still rub elbows with the best of the best.

Presentation CeremonyThursday, January 168:15 am (during the General Session)Marquis Ballroom


Each year, Run Smarter® award winners are chosen by a committee of Laserfiche experts based on the following criteria:

` Creativity of the solution.

` Operational improvements realized by the organization.

` Use of Laserfiche software and resources, including the Laserfiche community, Laserfiche user groups, Laserfiche Support Site, Laserfiche Institute Conference and their reseller.

` Inspiration potential for other Laserfiche users to think more inventively in their own organizations.

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Avis Fleet ServicesPPG Aerospace Rodobens

MultiMed Billing ServicesRanbaxy Laboratories LimitedRoyal Devon and Exeter NHS Foundation Trust

Ada County Highway District, IDAyuntamiento del Municipio de Puebla, MXCity of Westminster, COCounty of Elgin, ONDepartment of State Services, NigeriaFlorida League of CitiesGeorgia Department of Community Health Ghana Immigration ServiceLoudoun County Government, VAMuscogee (Creek) Nation, OKProsecuting Attorneys’ Council of GeorgiaSuperintendencia de Telecomunicaciones, CR

Babson CollegeFrisco Independent School DistrictUniversity of Ha’ilWashington Student Achievement Council

Acenden LimitedAfrican Export-Import BankGirard Securities, Inc.NorthStar Financial Services Group, LLCT Bank

Adam Galvan Jr. Director of Technology Edgewood Independent School DistrictAdam Galvan Jr. is Director of Technology at Edgewood Independent School District (EISD). His thirteen years of experience in the technology field include cable tech, computer tech, wireless tech, project manager, hardware specialist, system specialist, network systems administrator, assistant director and now director of technology. Since joining EISD in 2010, he’s expanded the use of Laserfiche from the HR department to all departments, and his next project is taking all forms paperless.

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Avis Fleet ServicesAccepting: Mike Re, CIO; Praveshree Mahabeer, Manager of System Development Support

Laserfiche Reseller: Nashua

Avis Fleet Services, a multi-national corporation, uses Laserfiche Rio across 10 departments for more than 200 named users. With a strong understanding of its business processes, Avis Fleet Services was able to create an integrated solution composed of Laserfiche Quick Fields, Laserfiche WebLink and Laserfiche Workflow to meet the demands of its business needs.

The Laserfiche implementation has helped Avis Fleet Services facilitate the creation of documents from online customers, automatically complete forms, generate barcodes and handle more than 3.1 million documents in the repository.

PPG Aerospace Accepting: Mary Ann Mogan, Global EHS System Administrator

Laserfiche Reseller: ECS Imaging, Inc.

PPG Aerospace achieved its vision of developing a logical file folder structure to organize files and eliminate the voluminous paper storage of documents onsite for over 10 departments. Using Laserfiche Quick Fields and Laserfiche Workflow, PPG Aerospace created a complete solution that also integrated well with Microsoft SharePoint and its ERP.

The result was the ability to automate business processes including quality control review, document routing and approvals, auto-filing and more. PPG Aerospace staff has also significantly reduced time spent on document retrieval and improved information compliance.

RodobensLaserfiche Reseller: Meridian Tecnologia E Servicos

Rodobens uses Laserfiche to manage all of its contracts along with all paper documents, which are scanned into the central Laserfiche repository. With almost eight million images within the Laserfiche repository, Rodobens has reduced its 52 storage units to only one.

Laserfiche Web Access and Laserfiche Mobile make it easy for employees to access information and greatly reduce the time it takes to make informed decisions.


Commercial

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Ada County Highway District, IDAccepting: Misty Perry, Information Records Administrator

Laserfiche Reseller: United Micro Data, Inc.

Ada County Highway District (ACHD) initially implemented Laserfiche as an archival system. Recently, ACHD experienced a shift in management and wanted a system with better retention, search and retrieval capabilities.

ACHD now has active workflows that manage correspondence and formal bid contract procurement. The organization plans to create public record requests and public inquiry email workflows.

Ayuntamiento del Municipio de Puebla (The Municipality of Puebla), Puebla, MexicoAccepting: Antonio Gonzalez Macias, Director IT

Laserfiche Reseller: Automation Point Soluciones Integrales

The Municipality of Puebla has deployed Laserfiche into two administrative units and developed 39 workflows to provide the capability to receive, record, classify, order, control, distribute, monitor and report the correspondence within required timeframes.

The municipality is in the process of implementing Laserfiche in the remaining administrative units and plans on expanding to 200 named users in the next two years

City of Westminster, CO Accepting: Traves McCabe, Information Records Administrator

Laserfiche Reseller: S Corporation, Inc.

The City of Westminster currently has more than 300 users on Laserfiche Rio and has recently implemented transparent records management to better ensure compliance with records retention. It also uses Laserfiche Mobile to give employees access to important and relevant documents via iPads to streamline decision making during meetings.

Verifiable ROI includes saving hundreds of square feet of floor space, thousands of hours in file processing and tens of thousands of dollars in reporting and administrative costs. The city plans to automate even more processes to replace paper forms.

Government

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County of Elgin, Ontario, CanadaLaserfiche Reseller: MC Imaging Technologies

The County of Elgin has deployed Laserfiche across its 13 departments, which encompass 14 offices and 75 users. Laserfiche’s primary application is in the finance department for accounts payable processing, enabling automated invoice routing, data capture and hundreds of invoices sorted every month.

So far, Laserfiche has eliminated 32 hours of document-related tasks at the county per week. The county plans to automate many more business processes.

Department of State Services, Abuja, NigeriaAccepting: Engr. Joseph Uworuya, Director of Technical Services

Laserfiche Reseller: Automated Systems International

The Department of State Services (DSS) migrated its large volume of paper documents from nine departments into Laserfiche to create better information sharing within the organization.

With a consolidated information repository in Laserfiche, DSS has reduced the time it takes to access records tremendously and has provided a platform for safeguarding its documents. The next planned phase will be to capture additional documents, phase to satellite locations and implement Laserfiche Forms.

Florida League of Cities, FLAccepting: Chris Noyes, Business Process Analyst

Laserfiche Reseller: MCCi

The Florida League of Cities has more than 80 workflows that automate a majority of the corporation’s insurance operations, accounting, health benefits and HR business processes. Laserfiche Quick Fields automates claims check processing as well as annual insurance renewals while Laserfiche Mobile connects on-the-road employees to the accounting and claims systems.

With Laserfiche fully immersed in organization processes, it is considered a critical component of operations that provides a stable platform while allowing for flexibility in the League’s ever-changing business landscape.


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Georgia Department of Community Health, GAAccepting: Mary Boltwood, Programmer

Laserfiche Reseller: MCCi

Georgia Department of Community Health (GDCH) has been a long-time Laserfiche user that recently expanded its use to more than 500 users. Using Laserfiche Workflow, Laserfiche Mobile, Laserfiche Quick Fields, Laserfiche WebLink and Laserfiche RME, the organization has automated a variety of processes including the state health benefits plan open enrollment process, invoice processing and case tracking.

This business process automation is saving GDCH hundreds of thousands of dollars each year and allowing the organization to achieve higher levels on the Medicaid Information Technology Architecture assessment scale.

Ghana Immigration Service, Greater Accra, GhanaLaserfiche Reseller: Josanti InfoImaging, Ltd.

Ghana Immigration Services (GIS) implemented Laserfiche Rio to eliminate its dependence on manual documents, delays in document retrieval and misfiling. As a result of the implementation, Ghana Immigration Services is fully compliant with Ghana’s Public Records and Archives Administrative Department records requirements.

The organization has extensive plans to implement a public portal license to give all GIS employees access to data in Laserfiche, allow Human Resources to securely send information to employees, help the management reports department disperse data from its core immigration system and give access to partner organizations, including the police, Judiciary Interpol, Bank of Ghana and more.

Loudoun County Government, VAAccepting: Jakub Jedrzejczak, Enterprise Imaging Team Manager

Laserfiche Reseller: UnityECM

Recently named by the Center for Digital Government as one of the Top Digital Counties, Loudoun County has used Laserfiche to build 58 solutions for 18 departments.

It has automated and digitized processes, including fax and email processing and scanning archive documents, in multiple departments. Loudon County has also integrated core county systems using Web Services, Laserfiche Web Access and Laserfiche WebLink functionality. With public users as well as internal county employees having full access to shared documents, transparency has never been higher.

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Muscogee (Creek) Nation Department of Health, OK Accepting: Russell Torbett, HR Officer

Laserfiche Reseller: BMI + ImageNet Consulting

Muscogee (Creek) Nation Department of Health uses Laserfiche across five clinics, three hospitals, 10 departments and six programs. Its main applications are records management, HR onboarding and search and retrieval.

Using Laserfiche has led to greater organizational efficiency, allowing Muscogee (Creek) Nation Department of Health to reduce headcount by 1.5 FTEs. The organization has also freed up 250 square feet of file space by digitizing records. Future plans include expanding the use of Laserfiche into other administrative departments for forms initiation and processing.

Prosecuting Attorneys’ Council of Georgia, GAAccepting: Mark Williams, CFO

Laserfiche Reseller: Deau Information Services

Prosecuting Attorneys’ Council of Georgia uses Laserfiche to support hundreds of elected and appointed prosecutors across the State of Georgia. The organization uses Laserfiche WebLink, Laserfiche Quick Fields, Laserfiche Workflow and Laserfiche Forms to support 800 employees at 49 Judicial Circuits throughout Georgia with various business processes including AP processing, requisition processes, travel reimbursement, and check and ACH processes, among others.

Benefits include increased confidence that the organization is meeting HIPAA requirements and cutting processing time for reimbursement requests in half. The Council’s future plans involve making all circuit-specific documents available through Laserfiche Web Access, expanding to the legal and training departments, integrating more tightly with state systems and building additional form types.

Superintendencia de Telecomunicaciones (SUTEL), San José, Costa RicaAccepting: Natalia Coghi Ulloa, Ingeniera en Sistemas Informáticos

Laserfiche Reseller: Aplicom S.A.

SUTEL uses Laserfiche for a document reception process that involves scanning and distribution of correspondence through email. Scanned documents are stored on a server for search and retrieval by employees. There is a separate repository for internal policies and institutional information.

The document reception process has given the organization greater control of incoming and generated documentation, enabling increased accountability and better task management.

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MultiMed Billing ServicesAccepting: Stan Hardter, Director of Technology Operations

Laserfiche Reseller: IP Digital

MultiMed Billing is a medical billing company for ambulances. Laserfiche is used broadly through the organization for the core application of automating claims processing, but is also used in Finance and HR. Virtually every document the company generates or receives is captured into Laserfiche.

With the complete solution of Laserfiche Quick Fields, Laserfiche Workflow and Laserfiche WebLink, MultiMed Billing boosted its efficiency by 20% and reclaimed 20% of its office space by eliminating paper records. MultiMed Billing recently upgraded from Laserfiche Avante to Laserfiche Rio and is set to use Laserfiche Forms.

Ranbaxy Laboratories LimitedAccepting: Aparna Mazumdar, Senior Manager

Laserfiche Reseller: Sigma-Tech India Pvt. Ltd

With more than 400 users in the company, Laserfiche is the standard ECM system for all Ranbaxy Laboratories departments around the world. Notably, the Office of Data Reliability uses Laserfiche to handle the regulatory audit process for all new and revised drug submissions that are sent to the FDA. Once a dossier is uploaded to Laserfiche and reviewed by the office, the company publishes it to the regulatory agency using Laserfiche WebLink.

Laserfiche enables a strong adherence to compliance and regulation, increasing regulatory agencies’ confidence in Ranbaxy’s data integrity. This has a direct relationship with company revenues, which depend on drug approvals from regulatory agencies.

Royal Devon and Exeter NHS Foundation Trust Accepting: Peter Harrisson, eForms Developer

Laserfiche Reseller: Fortrus Limited

Laserfiche is the core of Royal Devon & Exeter NHS Foundation Trust’s electronic medical records (EMR) system. It holds all of the Trust’s 400,000 patients’ archived and active records and provides clinicians instant access to the whole patient record. The system is accessible in every environment including the accident and emergency departments, in the ward and in outpatient clinics at all hospital sites.

Laserfiche is deeply integrated into the Trust’s patient administration system (PAS), which contains all the demographic data and attendance data for patient, emergency and inpatient and outpatient activity. This allows the Trust to increase staff efficiency while reducing both storage space and clinical delay for patients.

Healthcare

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Babson College Accepting: Samuel Dunn, CIO

Laserfiche Reseller: Laserfiche Solutions Group

Babson recently acquired Laserfiche and is using it in the Office of Undergraduate Admissions. The college was able to streamline the undergraduate application and review process with Laserfiche Forms, Laserfiche Workflow and Laserfiche Quick Fields. Babson will soon implement Laserfiche Records Management Edition.

Babson is approaching ECM as an ongoing strategy involving various projects intended to improve the management of unstructured information and business processes across the institution. Laserfiche will serve as the platform that supports this initiative. The goal is to leverage Laserfiche as an enterprise-wide electronic content management platform for use in several areas across Babson College and its affiliates

Frisco Independent School DistrictAccepting: Bob Allen, Director of Business Applications and Process

Laserfiche Reseller: DocuNav Solutions

Laserfiche provides the core integration layer for every applicable platform within the Frisco Independent School District. A transition is underway to migrate paper documentation within the deployed departments to the Digital Imaging Database.

Robust workflows support personnel hiring, onboarding, employee notifications, electronic signature, inter-department data notifications, teacher assessment warehousing and more. Laserfiche Forms is used to phase out existing forms tools, provide student success planning, automate the tracking of homeless students, process simple purchase requests and more.

University of Ha’ilAccepting: Majed M. Alhaisoni, Ph.D., Dean of IT and eLearning

Laserfiche Reseller: Integrated Solutions for Business

The University of Ha’il in Saudi Arabia uses Laserfiche Rio across the university. It is currently used primarily on the back end of the incoming/outgoing system, although executives use Laserfiche Mobile and Laserfiche PhotoDocs to enable on-the-go access to important documents.

Laserfiche Mobile is used to preview and approve documents, allowing people to stay connected with the constant flow of information when they are attending off-site meetings.

Education

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Acenden LimitedAccepting: Farid Amin, Head of Mortgage Analytics

Laserfiche Reseller: Global ECM Solutions Ltd.

Acenden is a full service, residential first and second charge mortgage servicing specialist, serving clients in the UK and Ireland.

Acenden is in the process of designing internal staff forms with Laserfiche Forms. It is using Laserfiche Workflow to route new incoming mail from legal companies and is planning on implementing Laserfiche Records Management Edition in the near future. Laserfiche is integrated with Tallyman, designed by Experian for money collection, and Summit, Acenden’s Back Office Business Software.

African Export-Import BankAccepting: Betty Lumu, Manager of Knowledge Management

Laserfiche Reseller: BMB Solutions

The African Export-Import Bank implemented Laserfiche Rio to create a standard document structure and records management system throughout the bank network, including its headquarters in Cairo and branches in Nigeria and Zimbabwe. After an extensive training program for the bank’s 120 end users led by reseller BMB, the bank has started digitizing a backlog of 500,000 historical records.

In just one year, the bank has seen a 60% return on investment and expects the ROI to grow as it implements Laserfiche Forms and creates a disaster recovery center in its Nigeria branch.

Financial Services

E D U C A T I O N • O P P O R T U N I T Y • R E S U L T S

Washington Student Achievement Council Accepting: David Mitchell, Chief Technology Officer

Laserfiche Reseller: Cities Digital, Inc.

Washington Student Achievement Council (WSAC) currently uses Laserfiche Rio to manage more than 100,000 accounts, helping families all over Washington state save for college. The agency maintains its own records center in Laserfiche, which includes finance records and customer service call-center correspondence. It scans and indexes more than 2,000 pieces of paper a month.

WSAC uses Laserfiche Workflow to automate and standardize the application process. It uses Laserfiche Quick Fields to automatically scan, process and file applications for student aid. Using Laserfiche RME, WSAC has adopted transparent records management around financial aid applications. This has increased document security, improved customer service in the call center and saved WSAC many hours of staff time on filing and archiving records.

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Girard Securities, Inc.Accepting: Claire Maurer, AVP Advisor Relations; John A. Barragan, COO

Laserfiche Reseller: Laserfiche Solutions Group

A Laserfiche client since 2006, Girard Securities has recently expanded its use of Laserfiche beyond document archiving to automate business processes including electronic blotter processing, advertising approvals and document status tracking with Laserfiche Workflow.

Six departments and more than 130 people use Laserfiche daily. The company has integrated Laserfiche with its Zetafax server and Girard Access system for document viewing and retrieval. Future plans include integrations with Laser App, DocuSign and Redtail.

NorthStar Financial Services Group, LLCAccepting: Jim Anderson, Chief Systems Officer

Laserfiche Reseller: Accelerated Information Systems, Inc.

The NorthStar Financial Services Group replaced IBM FileNet with Laserfiche Rio. Laserfiche is the backbone of the company’s document management and workflow organization-wide. Although NorthStar has had Laserfiche for less than a year, the group has already automated multiple business processes including: CLS New Account Onboarding, Orion Advisor Services New Agreements and Legal Requests.

Laserfiche Quick Fields is used to capture more than 90 fields of data from the CLS Investor Profile, eliminating the need to manually key the data. NorthStar is also planning the implementation of Laserfiche RME for contracts and documents that have retention requirements under SEC and FINRA. Implementing Laserfiche at NorthStar has eliminated double entry of new account data into two systems and resulted in 40% improvement in employees’ time to focus on getting assets in the door.

T BankAccepting: Thad Hutcheson, Chief Technology Officer

Laserfiche Reseller: Zeno Imaging

T Bank implemented Laserfiche Rio just this year to automate processes such as AP processing, HR onboarding, loan processing, wire transfers, auditing submission and more. While all business processes are being mapped as needed, the initial emphasis was on audits.

In the future, the bank plans to expand Laserfiche to departments like Trust and Fraud Services; integrate with BancTel and BancPac; and use Laserfiche WebLink to improve document sharing with third parties.

Melissa Henley @ECM_marketeerRun Smarter awards in 15 minutes & seats are filling up fast! Come to the ballroom and snag a spot. #Empower14

Laserfiche @laserficheTweet about your favorite #Empower14 class and win some free swag! Come by the Info Center to learn more.

Joy Huff @musicfedsoulIt’s almost “The MOST Wonderful time of the year!!” #Empower14! Can’t wait! “My blood type is L F positive!”

Wellsm @wellsmI can’t wait for @laserfiche #Empower14! The highest knowledge-per-minute ratio of any event! Networking, user groups and new people!

Simplicity.laserfiche.com

Out of Frequent Flyer Miles?

Taught by our knowledgeable presales engineers, regional training courses include:

Find 2014 regional training dates in your area at laserfiche.com/RT

Using LaserficheAdministering LaserficheImplementing Laserfiche FormsImplementing Laserfiche WorkflowImplementing Laserfiche Records ManagementImplementing Laserfiche Quick Fields

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Get a dose of Empower expertise at a regional training course in your area—so you cansave your miles for Empower 2015!

Simplicity 2.0The “no holds barred” blog.

The topic of simplicity and productivity in the workplace is anything but simple. Or is it?

Produced by the Economist Group, the Laserfiche Simplicity 2.0 blog analyzes complex topics in plain, honest English. Popular posts include:

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6 Ways to Change Your Language to Get Better Results

The Changing Role of the CIO

12 Steps to More Effective Email

Simplicity.laserfiche.com

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Platinum Sponsor

Premier Sponsor

Epson America, Inc. is a leading provider of an extensive range of printers, 3LCD projectors, scanners and point-of-service printers that are renowned for their high quality, functionality, innovation and energy efficiency. Epson America is a U.S. affiliate of Seiko Epson Corporation.

To learn more about Epson America, please visit:

www.epson.com

Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the document imaging market, featuring state-of-the-art scanning solutions in the workgroup, departmental and production-level scanner categories. Fujitsu scanners deliver speed, image quality and great paper handling, along with easy integration and compatibility with more than 200 document imaging applications.

Alliance Partners

Empower 2014 wouldn’t be what it is without the assistance of our Alliance Partners, leading hardware and software providers with unique insight on how to leverage Laserfiche in various business environments. Spend time visiting our Alliance Partners and learn how their applications and hardware integrate with Laserfiche to create innovative solutions.

Sponsors

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Alliance Partners

Tabletop Exhibitors

Accuflex Accuflex offers high-volume document scanning and complete project management including: planning, preparation, indexing and image quality assurance to the ECM industry.

Cambridge ConnectionsCambridge Connections is a dedicated custom application integrator and Laserfiche PDP member that offers a variety of integrations. Check out the latest Laserfiche cloud and SaaS offerings today!

Canonscanningsuccess.com

Canon’s imageFORMULA document scanners help convert paper-based documents into digital information that can easily be searched, stored and shared, improving costs, efficiencies, management and compliance.

Cities DigitalCities Digital is a Laserfiche systems integrator helping companies get the most from their Laserfiche investment. Notable integrations include Junxure, Salesforce, MS Exchange and Facebook.

Content Management and Archivingintegratedcma.com

CMA, developers of Email Manager, compound the value of email and Laserfiche by automating workflow, document management and archiving.

CoSignCoSign by ARX is the strongest and most widely used digital signature solution with millions of signers at security-minded businesses, governments and cloud services around the world.

DocuNav GeoDocs DocuNav GeoDocs is an enterprise-class tool that seamlessly ties Esri and Laserfiche together, allowing users to locate documents in Laserfiche directly from the map.

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Alliance Partners

EzeScanEzeScan enables Laserfiche users to substantially slash the cost of deploying document processing solutions for unstructured, semi structured, invoice- and forms-based hard copy documents.

InfolinxInfolinx™ provides Laserfiche-integrated, DoD 5015.2 certified physical records management solutions. Our thin-client, enterprise-level feature-set includes online requesting and transferring, space management, advanced security configuration, robust reporting and workflow email notifications.

Kodakkodakalaris.com

Kodak Alaris intelligently delivers the solutions that enterprises need, including automating business processes and enhancing customer experience management utilizing our: scanners, capture software, information management platforms, professional services and service & support.

NovusAGENDANovusAGENDA is electronic meeting-management software designed to help create, approve and track meeting items. This software automates the paper-intensive meeting process while facilitating communication between members. Paperless meetings become a breeze with NovusAGENDA.

Objectif LuneObjectif Lune introduces new business opportunity with PlanetPress Capture On-The-Go, cloud based software and digital tablet technology. It is the next generation of paperless capture.

PanasonicWhether you scan 40 or 4,000 pages a day, Panasonic offers affordable, reliable and efficient scanners backed by a 3-year warranty and U.S.-based technical support.

ParascriptParascript document recognition solutions are supported by a long history of cursive and handprint recognition, enabling automation in document and check processing, fraud prevention and more.

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RATCHETSoftRatchet-X for Laserfiche allows you to integrate Laserfiche with any line of business system without requiring application changes or cooperation from vendors.

Scanning AmericaScanning America provides wholesale, on-site and off-site document scanning services, nationwide. We deliver converted images and data formatted to attach directly to Laserfiche® repositories.

Affinityaffinityintegrations.com or 1.208.333.8804

Affinity is a flexible integration tool that allows you to integrate Laserfiche® to most third-party applications. Experience instant integration with GUI apps, web apps, Quickbooks® and more. Affinity is ideal for VARs, end users and developers.

Alliance Partners

Total distance flown by Empower 2014 attendees: 2,193,707 miles (more than four round trips to the moon)!

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