Laserfiche Document Management Solution

Beijing Lanxum

Prepared for:

Ameco Beijing

June 16th, 2009

Laserfiche Document Management

Laserfiche designs simple and elegant

document management solutions that help

organizations run smarter.

Laserfiche Client

• Nested folder structure emulate the existing categorization practice;

• Documents linking to improve search efficiency;

• Workflow auto index, file and submit purchase orders to cut down substantial labor cost;

• Multi-language storage and searching capacity;

• Multiple language user interface support, easy to switch;

Nested folder structure to emulate the current filing practices.

Store any types and languages of electronic files in Laserfiche, including AutoCAD, audio and video files.

Familiar Windows structure for faster training and easier user adoption.

Laserfiche Document Viewer

Annotations, template card, and thumbnails for easy document processing and team collaboration.

Laserfiche Search

Powerful search functions can help you find any documents within seconds.

Laserfiche Scanning

Laserfiche high speed scanning interface provides a simple method for naming, indexing, image enhancements, and filing documents.

Laserfiche Document Management

Shortcuts to the same documents are created to avoid duplications. Modifications to the document can be viewed by all departments right away.

Laserfiche Capturing tools can auto file your documents by types and according to departmental needs.

Linkinig Documents in Laserfiche

Associated documents , i.e., Purchase Order and Vendor Invoice, can be easily linked for faster retrieval and referencing.

Laserfiche E-mail Plug-In

Documents in Laserfiche can be sent out as attachments in PDF, JPEG, BMP, TIFF, PCX or PNG.

E-mail Plug-In works with MAPI compliant email application, such as MS Outlook or Outlook Express.

Laserfiche WebAccess

Laserfiche WebAccess allows users to easily access information from anywhere.

Laserfiche Web Access preserves the same flexibility in viewing, processing, and finding documents.

Bilingual User Interface

Switch between English and Chinese user interface is as easy as two clicks.

Information Security in Laserfiche

Granular user rights settings to ensure your information can only be accessed by authorized personnel.

Laserfiche Audit Trail

Laserfiche Audit Trail tracks detailed document access/modification activities to meet compliance requirement and information integrity.

Laserfiche Workflow

Pre-created activities make the design process as easy as drag-and-drop.

Top-down Workflow structure gives a clear overview of the working processes.

Laserfiche Successful Cases

• Texas A&M Agriculture Program

• Ameriprise Financial

• Banks Hardwoods

• City of Albany

• Spire Investment Partners

• City of Boynton Beach

REMOTE DOCUMENT CAPTURE WORKFLOW

SYSTEM SECURITY MAINFRAME REPORT MANAGEMENT

Central RepositoryCollege Station Campus

1. Documents are scanned into an incoming folder over the web through Laserfiche Web Access and required index fields are filled out.

2. The Quick Fields Agent automatically extracts documents for cleanup, OCR, final indexing and filing.

3. All documents are automatically filed in the proper location in the repository based on information submitted at scan time.

1. The filing of a document or another action can start the workflow process. System users are notified via email when something has been routed to them.

2. Users participate in the workflow process by simply responding to an email. They access the system by clicking a link in the email – they don’t need to search or browse to find information because it finds them.

3. Based on the rule, the system will continue routing documents and notifying workflow participants until the process is completed and the documents are filed in their final location.

1. System security determines what information users can see and access.

2. Security rights determine what users can do anywhere in the repository. Discretionary security allows departmental administrators to set security rights within their subset of the repository.

3. Security tags can dynamically set security at the document level

4. Multiple repositories can physically segregate information

FAMIS/AS400

1. Reports from the FAMIS system are output to a network directory.

2. The network directory is continuously monitored and reports are automatically converted to TIFF images for archival in Laserfiche.

3. Images are processed and automatically named, indexed and filed in the Laserfiche repository

Incoming Folder

TAMU Repository

Routing Folder

Network Directory

Web Access

Texas A&M Agriculture ProgramDocument Management Solution Laserfiche Demonstration

http://agdocsinfo.tamu.edu/index.htm

Content Creation and Capture

Field Office System

Find information faster and respond to client requests quickly

Immediately provide documents and data to customers via email

Archival to portable non volatile media eliminates the need to store physical records (SEC 17a-3, 17a-4)

Fully integrated system provides information in context (dashboard)

Automated capture and filing of all documentation, such as new account, disclosure and authorization forms, eliminates the overhead of managing and processing information

With a fully integrated system, field offices provide better service and run smarter

The system facilitates the enforcement of privacy, security and accountability measures

Client Files

Home office system

Client Files

Remaining validation is completed and transactions are approved electronically

All activities, including electronic transfer are logged and electronic blotter is updated

A holistic approach to transaction processing and information management provides operational efficiencies, cost savings and a compliant competitive advantage within the industry

Audits are streamlined and can be performed remotely

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Auditing activities from point of creation to expungement tracks complete lifecycle and provides transparency

Electronic forms library generates necessary forms and populates them with information from CRM application

Information is validated for compliance and forms are signed electronically

All additional documentation, including paper, faxes, email and web content, is collected and converted to a standardized format for long term retention.

Regardless of how documentation is created, the system collects everything centrally for processing. All documentation is automatically filed and indexed according to a predefined file plan

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Pro

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Paperless Program for

Electronic generation of order tickets and submission of transaction

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Electronic issue of confirmation and fund statements

4.Clearing House

E-blotter

Back office

by Laserfiche

Banks Hardwoods

• Streamlined purchase order approval

• Automated accounts payable work processes

• Automated accounts receivable work processes

• Auditor-less audits

• http://www.laserfiche.com/news/archives/2008/12/12/lumber-support/

City of Albany

• Laserfiche as a virtual filing cabinet

• Implement Laserfiche user by user, process by process, department by department

• http://www.laserfiche.com/news/archives/2009/05/05/albany-oregon

Spire Investment Partners

• Not just manage paper, but also cut costs

and improve services

• Back office administrators respond to client

inquiries much more efficiently

• Laserfiche helps recruiting process• http://www.laserfiche.com/news/archives/2009/04/21/technology-as-a-recruiting-advantage/

City of Boynton Beach

• Maintain all employee records

• Find the requested documents by typing a

few keystrokes on desktop computer

• Designate security levels

• http://www.laserfiche.com/news/archives/2004/09/04/city-of-boyton-beach-fl/

Let the Information Find You!