An Introduction to Process Automation Features

An Introduction to Process Automation Features

Transforming business operations goes beyond digitizing content and managing documents. Important business processes need to be completed in a timely manner, and eliminating the manual processes that slow them down is critical to their success. That’s where process automation comes in. Process automation technology improves operational efficiency by streamlining any business process.

Join us to learn how process automation, as part of an enterprise content management system (ECM), saves organizations time and money, enables staff to complete more strategic, valuable work, and improves the customer experience – no matter the business or industry.

In this webinar, we’ll discuss how ECM’s process automation features can help your organization:

  • Reduce manual work and process completion times with automated workflows
  • Speed up operations by capturing and routing information and tasks quickly, easily, and instantly with easy-to-use electronic forms  
  • Gain more visibility into operations and increase the efficiency of cross-functional processes with reporting and analytics
  • Facilitate compliance with automated records retention tools
  • Support collaboration and improve productivity with flexible integration tools
Please join us on demand
Duration: 1 hour

How Less Can Be More: Digitizing K-12 to Streamline Operations Management

How Less Can Be More: Digitizing K-12 to Streamline Operations Management

The seemingly endless amount of information that K12 organizations must manage is daunting and time consuming. It can take a long time to process applications or find data needed to make decisions. It can be tedious and error prone to input data from paper forms into student and staff information systems. It can be challenging to keep up with all the policies and regulations for documents, and then manage all the approval, requests, and forms for those documents. Leveraging technology can lessen the amount of time it takes to manage these processes so your organization can get more done!

In this session, we will share examples of how your peers are leveraging this technology by:

  • Simplifying data collection through digital forms
  • Automating how data is stored and accessed
  • Leveraging AI to extract data from handwritten documents, making it easier to access and understand

Join us to learn how digitizing your processes with an ECM can streamline how your organization receives, stores, and accesses information. Improve your processes and give your organization more time to focus on students and your community.

Please join us:
Date: April 18, 2024
Time: 10:00 a.m. – 10:54 a.m. PT (America/Los Angeles)
Duration: 1 hour

NEW Self-hosted to Cloud Migration Assessment Tool

NEW Self-hosted to Cloud Migration Assessment Tool

Laserfiche has a rational and feasible path of moving your Enterprise Content Management (ECM) to the Cloud. In the 2nd of our two part Cloud Migration Program webinar series, you will learn about:

  • How to use the new assessment tool to evaluate your Workflow and Forms resources
  • How to interpret the assessment report and use it to make migration decisions

We will talk about common migration planning steps like retiring processes, identifying opportunities to make processes more efficient, and envisioning how resources will work in Cloud.

Please join us on demand
Duration: 1 hour

The Benefits of Moving Your ECM Solution to the Cloud

The Benefits of Moving Your ECM Solution to the Cloud

Laserfiche has a rational and feasible path of moving your Enterprise Content Management (ECM) to the
Cloud. In the first of our (2) two part Cloud Migration Program webinar series, you will learn about:

  • The benefits of Cloud and why customers should consider migration
  • Laserfiche Cloud Migration Hub and contents
  • Real-life examples from Laserfiche's own internal migration

This on-demand webinar is a relatively broad and general discussion of why Cloud matters and why customers should be excited about migration.

This will be a relatively broad and general discussion of why Cloud matters and why customers should be
excited about migration.

Please join us On Demand
Duration: 45 minutes

Discover Latest Insurance Priorities: Embrace the Power of Process Automation


Discover Latest Insurance Priorities: Embrace the Power of Process Automation

The insurance industry has embraced digital technology in pursuit of gaining a competitive edge. Despite ongoing economic uncertainties and various significant challenges, insurers and their distribution channels are currently grappling with disruptions. These disruptions encompass a rise in claims and incurred costs, as well as a surge in operational expenses. Given these evolving circumstances, insurance leaders must remain adaptive and flexible with a steadfast commitment to digital transformation.

Join us for a panel of industry experts who will unveil the latest Digital Insurance survey findings. These insightful discoveries shed light on how technology and operational leaders at insurance carriers are strategically redefining the priorities of digital transformation and shaping the new normal.

Topics covered in this webinar include:

  • The critical business priorities that are driving the state of insurance digital transformation
  • How to navigate common pain points related to process automation  
  • The best strategies for technology adoption across your organization
  • How other insurance firms are demonstrating ROI with digital transformation
Please join us on demand
Duration: 1 hour

Laserfiche Integrations


Laserfiche Integrations

Curious about what integrations Laserfiche offers? Confused on which of the many integration offerings you should use in which situation? Join us to answer these questions and learn about the latest and greatest Laserfiche integrations!

We’ll cover: 

  • How to leverage the API and the latest exciting updates
  • Direct integrations like web request rules, Microsoft integrations and more   
  • Leveraging the Laserfiche Marketplace and iPaaS integrations
  • Low-code integration tools like robotic process automation and Connector
Please join us on demand
Duration: 75 minutes

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

Opening a new account has traditionally been a cumbersome process within the financial services sector, burdened by paperwork and time-consuming steps. Firms have sought to improve this process by either building their own workflows with existing technology tools or deploying new point solutions. However, these approaches often lack the true automation needed, as they involve manual and repetitive procedures and are disconnected among line-of-business systems.

Join this complimentary webinar to discover an end-to-end integrated solution for new account opening using Laserfiche process automation, coupled with integration tools that enhance the client experience, reduce operational costs, and address compliance challenges.

The webinar will cover the following topics:

  • Trends for the new account opening process in the wealth management industry.
  • A live demonstration of an automated new account opening solution in Laserfiche.  
  • Real-world use cases from the global Laserfiche financial services community.
  • A live Q&A session.
Please join us on demand:
Duration: 1 hour

Dismantling the Dysfunction: Reinforcing Trust, Confidence, and Accuracy in Records Management


Dismantling the Dysfunction: Reinforcing Trust, Confidence, and Accuracy in Records Management

Physical documents can easily get lost or destroyed without proper storage and tracking. This exposes your organization to expensive risks from inconsistent disposition, over-retention or poor auditing practices.

Furthermore, by law, organizations like yours are often required to retain physical records and make them accessible for on-demand retrieval. Securing and granting access to these items can be a time-consuming, burdensome process. This is especially true if you’ve inherited a disjointed legacy software system, or are still tracking files with Excel spreadsheets.

To help solve these problems, you can leverage solutions that provide management of physical documents while making those records available to search and view digitally. Combining physical tracking with digital integration allows you to locate documents easily while maintaining the integrity of the original items. 

Laserfiche + Gimmal have worked together to integrate our existing digital and physical systems into one seamless solution. Join us on Thursday, November 9 at 10:00 AM PT | 1:00 PM ET to see how this integration works and how your peers have benefitted from streamlining this technology in their own organizations.

During this session, you will learn how to:

  • Digitize and auto-classify in one single/centralized and unified system
  • Improve access and response times when locating vital documents and data  
  • Simplify retention and disposition so that you can defensibly expunge unnecessary records
  • Replicate lessons learned from real-world examples and success stories you can take back and apply to your own records management program
Please join us on demand:
Duration: 1 hour

Streamlining Records Management for Banks and Credit Unions with Laserfiche

Streamlining Records Management for Banks and Credit Unions with Laserfiche

Managing records across all business units poses a complex and daunting task for banks and credit unions. In the highly regulated banking industry, these institutions must handle a large volume of sensitive and confidential records, such as customer information and financial transactions. To meet regulatory requirements, they need a centralized, secure, and traceable platform. The ever-changing landscape of regulatory compliance from entities like the Federal Deposit Insurance Corporation (FDIC), National Credit Union Administration (NCUA) and Bank Secrecy Act (BSA), presents a significant challenge. Non-compliance can lead to severe fines, penalties, legal and reputational risks, and a loss of customer trust.

To address these challenges effectively, we invite you to join a complimentary webinar. In this session, we will explore how to create a standardized and efficient solution using Laserfiche Records Management and process automation. The webinar will cover the following topics:

  • The importance of establishing digital records management strategies.
  • A live demonstration of advanced records management in Laserfiche. 
  • Real-world use cases from the global Laserfiche banking community.
  • A live Q&A session.

Don't miss this opportunity to discover how Laserfiche can help your organization tackle the complexities of records management and compliance in the banking sector.

Please join us On demand
Duration: 1 hour