Laserfiche Enterprise Content Management

Tim Welsh

Additional Logos (optional)

President, Nexus-Strategy

A Brief History of Document Management

Paradigm Shift

ECM Methodology

‣ Six core components:

Enterprise Content Management

Document Management

Workflow Automation

Understanding of larger process

Oversight of content security

Oversight of process

efficiency

Ability to modify

process

Automate any process!

‣ New account opening‣ Blotter creation and supervision‣ Filing books and records‣ Accounts Payable‣ Travel Expense/Request‣ Anything you can imagine!

Laserfiche ECM Methodology in Action

Girard Securities, Inc.

• A Laserfiche client since 2006.

• 6 departments and 130+ users use Laserfiche daily to automate processes such as:

• Electronic blotter processing• Advertising approvals• Document status tracking

Laserfiche Connector Overview

‣ Search the Laserfiche repository based on key information from primary applications such as CRM and ERP systems.

‣ Scan a page, automatically populate metadata and store it in Laserfiche—directly from your primary application.

‣ Connect two applications by allowing one of them to start the other (including the ability to pass parameters between them).

‣ Choose whether the actions above are triggered from a keyboard shortcut, a button embedded in the application or both.

How Laserfiche Connector Works in Salesforce

Simple, code-free integration setup to retrieve documents

in Laserfiche directly from

Salesforce.com