Laserfiche Forms: The Customer Perspective

Laserfiche Forms:The Customer Perspective

Melissa Henley

Director of Marketing Communications

Laserfiche

Mark Williams

Chief Financial Officer

The Prosecuting Attorneys’ Council of Georgia

Today’s Agenda

‣ A Little About Laserfiche Forms

‣ Laserfiche Forms: The Customer Perspective

‣ Learning More About Laserfiche Forms

‣ Q&A

A Little About Laserfiche Forms

About Laserfiche Forms

‣ Customizable Web forms‣ Can be placed onto—or

linked from—your Website, Intranet or public portal

‣ User-defined approval processes and task lists

Poll

‣ What use of Forms interests you most?A. Public forms (FOIA requests, permit

requests)

B. HR processes (employee hiring and onboarding, travel requests, employee evaluations, party RSVPs)

C. AP processes (purchase orders, expense reports, supply orders)

D. Customer processes (new customer onboarding, account requests)

Laserfiche Forms at Laserfiche

‣ Travel Requests and Associated Expenses

‣ Expense Reports‣ Marketing, Presales,

Infrastructure Requests

‣ Party RSVPs‣ Run Smarter Award

Submissions‣ BYOD Requests

The PAR

Welcome to MARS

Find It on the Solution Exchange

What’s Coming in Forms 9.1

‣ An improved look and feel

‣ New reporting capabilities

‣ Expanded functionality

Timer Events

Improved Task Lists

Basic Reporting

Email Approval

Laserfiche Forms:The Customer Perspective

Please Welcome Our Speaker

‣ Mark Williams, Chief Financial Officer

‣ Prosecuting Attorneys’ Council of Georgia

Prosecuting Attorneys’ Council

Who we are?

• State Agency• Administrative

support to 49 District Attorneys in the Judicial Circuits

• More than 800 employees


Administrative Support to 49 Judicial Circuits

Administrative Support

‣ Training Division‣ IT Support‣ State Prosecution Support Division ‣ General Counsel‣ Fiscal and HR Services


Human Resources Profile

Three (3) staff members provide HR services for 800+ employees at 50 different locations:‣ Onboarding and Terminations‣ Personnel Action Changes‣ Coordinate Benefits‣ Maintain Employee records‣ Leave Management


Fiscal Services Profile

Seven (7) staff members manage $83 million in state, federal and other funds:‣ Payroll‣ Accounting‣ Accounts Payable‣ Asset Management‣ Budgeting


Historic Operational Challenges

‣ Paper volume‣ Inefficient – email, fax,

US mail and walk-ins; missed documents and duplicate transactions

‣ Lack of central files accessible to all

‣ No mobility; productivity tied to office.


Our Laserfiche Environment

‣ 15 Full-user Licenses‣ 50 authenticated forms users‣ Import Agent‣ Quickfields‣ Web Link‣ Laserfiche Mobile‣ Public Portal‣ Web Forms

Laserfiche Avante


Laserfiche Implementation

• Fiscal Services Started with Accounts Payable (Dedicated email

address receives documents directly into Laserfiche)

Purchase Request and Travel Reimbursement forms are web-based.

• Human Resources All HR files scanned and indexed (metadata) Personnel Action Forms, Hiring Exemption Request

and Leave Adjustment Forms are web-based.


Web Forms: Personnel Action Forms

‣ Required for any change in personnel (hiring/terminations), payroll or position changes.

‣ Initiated by filed offices around the state

‣ “Back office” processing involves HR validation, budget certification and/or payroll processing.

‣ Update Personnel File



Entering the Employee ID automatically populates form with employee, name, position, etc.



• Secure centralized location to receive, process and maintain HR files.

• Audit trail – “I sent that already on…”• Significantly reduced processing time (no need to walk

documents from one station to the next)• Improved Customer Service (and the “Audit

Experience”) – quickly find what we are looking for.• Expanded the Office – Office documents accessible

anywhere there is an internet connection.• Metrics

Results


What’s next?

• Designing workflows to route documents between HR and Fiscal

• Working to setup the public portal to share circuit specific document to each circuit through the web

• Looking for ways to integrate other systems with LF – Peoplesoft Financials (travel/AP); HCM (auto table updates); Conference Registration System.

• Reviewing implementation in Legal Services and Training Division.



• Patience – start slow and let process evolve organically.

• Encourage (and listen to) feedback from “end-users” and customers.

• Table look-ups prevent user from having to provide information we already have

• Make certain fields mandatory (Ensures form is complete ready to be processed)

• Integrate forms with workflows• Email notifications keep everyone informed,

automatically• Reporting reduces likelihood of “blind spots”

Tips and Tricks

Learning More AboutLaserfiche Forms

Quicker Better Safer: Laserfiche Forms

‣ Learn how to set up and configure Laserfiche Forms for five daily business processes, including: • Purchase orders • Travel requests • Employee hiring and

onboarding • Employee evaluations • New customer onboarding

The Certified Professional Program

‣ Coming soon! BPM II: Laserfiche Forms• Business Process

Analysis• Business Process

Modeler• Forms Builder

New Classes at Empower 2014

‣ BPM105: Introduction to Laserfiche Forms

‣ BPM106: What’s New in Laserfiche Forms

‣ CC108: Hands-On Lab: Designing Forms in Laserfiche Forms

‣ BPM151: Hands-On Lab: Building Processes in Laserfiche Forms

‣ BPM201: Intermediate Laserfiche Forms

‣ BPM251: Advanced Laserfiche Forms

‣ ACT207: Configuring and Troubleshooting Laserfiche Forms

Don’t Forget: Customer Success Stories

‣ EDM 106: From Traditional to Transformational with Laserfiche

‣ EDM 107: Going Paperless Enterprise-Wide with Laserfiche

‣ EDM 108: Business Automation in 18 Months

‣ CD 125: Optimizing Mobile Strategy with Laserfiche and Forms

Want to Learn More About Forms?

laserfiche.com/demo


Web Forms: Customer Perspective

Questions?

Laserfiche Forms: The Customer Perspective

Technology

Transcript of Laserfiche Forms: The Customer Perspective