Introducing Laserfiche AI Document Summarization

Introducing Laserfiche AI Document Summarization on Laserfiche Cloud, powered by generative AI. This technology is one more step in Laserfiche’s transformative journey to harness AI for customer productivity.

Here’s how it works: 

First, add any document into your repository with text or voice transcription (yes, even videos!) 
The document repository in Laserfiche Cloud.

Next, select the document and go to the Details pane and click the Summary tab. Click the Create Summary button. 
The "Create Summary" button in AI Document Summarization in Laserfiche Cloud.

In a few seconds, you’ll receive a concise description of the document’s contents. You can delete, copy, or regenerate the summary as needed. With a single click you can also copy and share the summary directly into an email, or copy the summary with the URL.   
Concise summary of a document's contents via AI Document Summarization in Laserfiche Cloud.

 
How This Benefits Laserfiche Customers 

Laserfiche AI Document Summarization can make a profound impact on time management for every organization that uses it. By condensing documents of all kinds — extensive reports, mystery documents, research papers, slide decks, and hours-long video transcripts — it allows our customers to quickly grasp essential information without wading through every page or minute of recordings. 

Imagine you are conducting discovery for your legal department and have physical boxes with hundreds of paper documents that you must scan into Laserfiche. How do you make sense of them all once they’re scanned and OCRed in your repository? Save potentially hundreds of hours generating summaries to hone in on which documents need further attention. 

Have thousands of invoices that aren’t yet labeled and filed? Generate a summary to understand the vendor, age and value of the invoice without diving into it. 

Did you find a trove of historical documents from a migration that are a mystery to your organization — and you’re not sure what retention policy to apply? Generate a summary to find out which ones you need for compliance. 

These are just a few examples at the efficiencies we expect to see from our customers — using summaries to ensure key insights and data are not overlooked, allowing for better decision-making and quickly finding important content. 

Another benefit of generative AI for document summarization is that it excels in understanding context and extracting nuance, presenting overviews that are not only representative of the content but also the underlying themes. This means summaries are not superficial but include a depth of understanding that would typically require multiple readings by a human. 

But keep in mind, generative AI is not without limitations, and quality of summaries can vary based on the source material and AI model used. But be assured, we have built Laserfiche AI with privacy and security top of mind. Our commitment is that your data is not used for training of any AI models. You can find out more in our privacy notice. We also recognize that not all customers have AI policies in place yet, so Document Summarization can be disabled by an Admin, if needed. If you’re interested in learning more, visit our FAQ. 

We hope all our customers try out Laserfiche AI Document Summarization at their organization to see how it streamlines operations, allows teams to quickly extract critical information, and frees up employee time for strategic tasks and decision making. We’re laser-focused on generative AI customer productivity tools that move the needle, and we can’t wait to share more of our AI roadmap with our customers. And as always, we’re open to your feedback. 

-The Laserfiche Team 

Low-Code-No-Code: The Game Changer for Resource-Strapped Financial Institutions

The financial sector is in the midst of sweeping transformation. A growing number of financial institutions recognize the importance of enhancing digital capabilities to drive growth and gain competitive advantages in a rapidly evolving market. By digitizing manual processes and centralizing records, these organizations can improve the customer experience, retain existing customers while attracting new ones, as well as drive productivity, optimize operations and save costs.

However, many financial institutions, regardless of size, often encounter limited IT resources. For instance, credit unions only employ, on average, 16.7 employees. Such small workforces are unlikely to have the IT resources necessary for developing and maintaining customized digital solutions. To harness the benefits of digital transformation without cost or resource overruns, these institutions can leverage low-code-no-code technology.

Simplified tools maximize digitization initiatives

Organizations that are perennially strong performers provide personalized, accessible digital services, such as omnichannel banking, claims processing, loan applications and new client onboarding. The same firms also digitize internal processes like back-office support operations, run more smoothly. These types of improvements help institutions meet customer demands for tailored convenience and speed while maintaining compliance with ever-changing regulations.

Digitization, however, doesn’t just happen with the click of a mouse. Deploying new technologies and solutions or making changes to existing digital processes requires an effective IT strategy and roadmap, as well as capital and manpower. Institutions must be thoughtful about digital transformation initiatives to maintain an edge even against competition with deeper pockets.

Plenty of financial firms have dove into the world of low-code solutions to get the most out of their often-limited resources. They are adopting digital tools that don’t require sophisticated technical knowledge, such as low-code biometric authentication, low-code and no-code AI-driven process automation  and pre-built back-office and member-facing solutions.

Despite the variety of available no-code and low-code tools, financial firms should still perform their due diligence before selecting a technology partner. Decision makers may want to consider the following capabilities:
  • Financial services experience, particularly with compliance: Vendors should possess a comprehensive understanding of the regulatory landscape, encompassing requirements established by entities such as the SEC, FINRA, NCUA, as well as other regulations including BSA and GDPR. Financial firms should also focus on vendors who are committed to security and data privacy, which is of utmost concern among potential and current customers.
  • Low friction: “No-code” and “low-code” refer to a wide range of functionalities. Firms may want to home in on tools that are especially intuitive, like those which offer drag-and-drop interfaces or are easily accessible.
  • Customization: Often, there is a trade-off between low-code and customizability. But some vendors do offer flexible, low-code solutions that customers can quickly configure to their specific needs.  
  • Growth: One of the most challenging acts to perform with limited resources is scaling. And many solutions offer reasonable implementation price points, only to gouge customers when it comes time to add more capacity. Firms can seek out vendors that offer a cloud-first development approach with transparent pricing structures that allow them to scale and remain dynamic without incurring unforeseen overruns.
  • Ability to serve as a technical backbone: Low/no-code solutions that can serve as a technical hub for the rest of a firm’s apps and services are especially valuable. Consider a no-code solution that establishes a records-management framework with automated records retention. Building around this framework can reduce compliance, as well as operational costs.

Regardless of the selected feature set, it may be helpful for firms to maximize out-of-the-box features, including pre-built solutions before customizing anything and provide regular trainings to jumpstart and maintain digitization.

No code but plenty of ROI

The right low- or no-code solution offers numerous benefits to financial services organizations. Institutions with limited IT resources can leverage these tools to meet customer demand and rapidly changing challenges. Financial firms can also use these platforms to create internal processes that meet employees’ expectations and demand for a stronger user experience, all without adding untenable costs to their IT spend.

It’s a challenging environment for financial firms, but those that find a home for cutting-edge low- or no-code solutions can deploy automated solutions quickly, speed adoption of digital tools, and achieve the ROI needed to compete.

Continue your journey

Laserfiche provides ample resources to assist you in discovering the right low-code-no-code process automation platform and learning how to maximize its potential.

Check out our latest financial services webinar: Automate or Die – The New Reality for Wealth Management Businesses to explore how a low-code approach can accelerate digital transformation in the financial services sector and enhance client experiences.

How can Laserfiche help financial institutions achieve operational excellence with low-code-no-code process automation? Check out our financial services solution page for more information!

In Higher Education, Low-Cost Business Process Automation is Your Gateway to Creating a Fully Digital Campus

Today’s students don’t just desire a digital campus, they require it. Having grown up in the digital age, Gen Z university prospects are accustomed to accessing resources and hyper-speed responses to questions 24/7 at their fingertips. While technology has always played an essential role in higher education, the Covid-19 pandemic drove colleges and universities to step up their digital transformation games much sooner than projected.

This widespread adoption of streamlined technology continues to demonstrate its value as campuses return to in-person learning yet face the next wave of administrative challenges: enrollment declines combined with amplified student service demands. If these obstacles sound all too familiar, you’re not alone. Universities across the globe are racing to update decades-old processes and eliminate administrative drudgery that can strain budgets and negatively impact student and staff success. In this new era of higher education, low-cost business process automation is the gold standard for more efficient, streamlined, and effective approaches to decode multi-departmental collaboration puzzles.

Empowering Your Workforce through Automation

In every chapter of your digital campus transformation tale, business process automation is the protagonist – a technology hero that can turn tiresome tasks into a seamless data workflow. Envision transcripts processed in the blink of an eye, student data updated effortlessly, and access to sensitive information safeguarded with precision. Alongside your university digital transformation journey, Laserfiche’s content management and process automation solutions emerge as your team’s north star, empowering students and staff with transparent portals that deliver the right information at the right time.

Process automation, synonymous with business process management, harnesses technology to automate the mundane. But this digital tool isn’t just about relieving humans of repetitive chores; it’s about unleashing their potential. It’s the spark that ignites innovation, propelling institutions forward.

Survey Reveals Substantial Growth Potential for Innovations in Higher Education Automation Processes

Though the extraordinary potential for cost savings and efficiency is a clear win for higher education, low-cost business process automation is still an under-utilized resource for many universities. A recent Laserfiche survey revealed that only 10% of schools embrace fully digital processes – an untapped opportunity for the remaining 90%.

Today’s higher education process automation platforms use novel technologies to perform increasingly complicated tasks, such as capturing, categorizing, interpreting and sharing student data from a wide variety of original document formats and across multiple campus departments. Still, humans are the ones who drive this change and innovation. Automation simply allows them to do more as they work to keep student and staff performance moving forward.

Your Fully Integrated Digital Campus Awaits

So, what’s your next step? Get ready to enter a new era in higher education with Laserfiche’s innovations in enterprise content management and make the most of the outstanding potential that automation, integration, and advanced AI technologies provides.

Harness the full spectrum of strategies, insights, success stories and best practices in higher education content management by downloading Laserfiche’s free white paper – “Your Guide to Creating a Fully Integrated Digital Campus.”

I Want to Learn More about Higher Education Content Management

Use of AI in Higher Education Revolutionizes Administrative Processes

Popular concepts of artificial intelligence (AI) and machine learning (ML) are often associated with futuristic applications and cutting-edge innovations. However, the use of AI in higher education today is already amplifying real-world applications in campuses across the globe, subtly revolutionizing back-office operations, empowering staff with previously unattainable efficiency and accuracy, and freeing them to focus on higher-value tasks.

Recent fluctuations in enrollment rates and financial pressures have required higher education institutions and their staff to do more with less. As challenges intensify, institutions are recognizing the need for more sophisticated technology solutions that can simplify complex tasks, optimize shared resources, and streamline budgets.

The Power of Generative AI in Higher Education Admissions

One area where the potential use of AI in higher education shines bright is admissions. Traditional admissions processes often involve repetitive tasks that can be time consuming. Generative AI has the power to reshape this landscape by making initial applicant screening more efficient.

Laserfiche’s recent partnerships with higher education institutions demonstrate how generative AI can automate information extraction from transcripts, simplifying the admissions process and allowing staff to bypass repetitive, time-consuming tasks.

Picture this: Generative AI can autonomously make preliminary decisions about student acceptance. Though human involvement will still be necessary at higher approval levels, AI can review the quantitative aspects of admissions, such as high-school courses and grades, thereby eliminating a major portion of the upfront workload with admissions staff. This means faster, more consistent decision-making and fewer bottlenecks.

Real-Life Success: SUNY Empire State College’s Use of AI in Admissions Reduces Response Times from a Week to Less than an Hour

Witness the impact of AI at work. Laserfiche partnered with SUNY Empire State College, implementing AI-powered transcript processing. The results? Response times slashed from a week to under an hour, significantly refining student engagement and boosting their staff’s ability to process higher volumes of applications and requests.

Discover the Full Potential of AI + Automation and Data Integration

Curious to explore how the use of AI in higher education can reshape your back-office staff’s workflow? Dive into Laserfiche’s comprehensive white paper, “Your Guide to Creating a Fully Integrated Digital Campus,” and witness the extraordinarily impact of AI in higher education. Plus, explore how low-cost business process automation creates high returns at universities, get tips on remediating data silos, and mobilize best practices in change management to set your digital transformation up for success.

Learn More about Building a Fully Digital Campus

Embracing Change: Leading Your Campus Toward a Digital Renaissance

In the dynamic realm of higher education and the administrative of students and staff, change is the only constant. As colleges and universities seek to maximize student success, staff efficiency, and overall satisfaction, the integration of advanced enterprise content management systems becomes crucial. Welcome to a glimpse of the “Change Management” chapter from our comprehensive white paper, “Your Guide to Creating a Fully Integrated Digital Campus.”

Fostering an Innovative Culture with a Shared Vision

Amidst the excitement of upgrading and expanding your content management platform, it’s essential to recognize that successful implementation requires a strategic approach. Integrating new systems isn’t just about technology—it’s about cultivating a culture of innovation that resonates across every department.

Crafting a clear vision for your institution’s transformation is paramount. Align the endeavor with your college or university’s mission, creating a shared understanding of success. Paint a detailed picture that goes beyond metrics and embraces the core essence of better serving students, faculty, and alumni.

Harness Your Staff’s Collective Wisdom

Your campus is a treasure trove of ideas. Engage your teams and departments to brainstorm strategies for leveraging automation, integration, and AI. Collaborate with peers in higher education, solution providers, and vendors to harness collective expertise. The integration process can lead to reevaluating processes and creating a new level of best practices for your institution.

Invite a Cross Section of Stakeholders to Steer Your Innovation

Consider establishing an innovation steering committee, representing a diverse cross-section of end-users and managers. This committee becomes the guiding compass for integrating enterprise content management systems. It ensures ethical integration, adequate governance, and a standardized framework for decision making.

Leverage Proven Change Management Strategies

Navigating change can be complex, especially when working with staff accustomed to traditional methods. Leverage proven change management strategies from other successful digital transformation initiatives. These strategies help assess risks, prioritize investments, and communicate effectively, allowing your teams to adapt seamlessly.

Empower Managers and Staff Through Training

Even if your users are tech-savvy, educating them about the new system’s impact on daily tasks is crucial. Conduct information sessions, online training, and provide downloadable resources. Roll out the new system strategically, minimizing disruptions during peak times.

Invest in Support Packages

Prioritize staff training and support in your transformation budget. Allocate resources to ongoing training and troubleshooting as you transition into a fully integrated system. Support packages from providers can expedite implementation and ensure smooth operation.

Pilot Your Way to Success

Start small. Experiment with innovation on low-risk, internal projects to gain experience and confidence. Gradually scale initiatives as your teams become adept at harnessing the system’s capabilities.

Partner with Laserfiche

As the horizon of automation, integration, and AI/ML unfolds, Laserfiche stands as your premiere partner in transformation. Our solutions are designed to empower institutions, revealing your staff’s greatest potential and resource efficiency.

Begin Your Journey to Digital Empowerment

Ready for a deeper dive? Discover how Laserfiche enterprise content management solutions can help your college or university embark on a journey toward a more productive and digitally empowered ecosystem.

Download Laserfiche’s complete white paper, “Your Guide to Creating a Fully Integrated Digital Campus,” and explore a world of possibilities awaiting your campus.

Read More to Begin Your Digital Campus Transformation

Remediating Siloed Data: Higher Education Institutions Unlock Seamless Data Collaboration with Laserfiche’s System Integrators

Universities across the globe are the midst of a digital revolution, and data integration is the linchpin that holds it all together. Say goodbye to spending endless hours in search of scattered student and staff information in an inefficient workplace, stifled by siloed data. Higher education institutions are on a clear path to fully integrated digital campuses, paved with efficiency, collaboration, and streamlined processes. Laserfiche’s suite of enterprise content management solutions is the game changer at the center of your digital campus transformation.

Picture this: your campus operates as a well-oiled machine, with information flowing seamlessly between departments, fostering collaboration and enabling lightning-speed decision-making. This reality isn’t a far-fetched dream; it’s the power of dynamic system integrators in higher education.

Breaking Down Data Silos for Cohesive Campuswide Operations

One of the most significant barriers to campus-wide efficiency is the presence of data silos. Higher education institutions have long battled these isolated pockets of information that impede communication, create delays, and fracture your university’s ability to deliver a consistent experience to students and staff.

Laserfiche recently surveyed higher education IT leaders and administrators across the nation, unveiling a sobering truth: over 90% of respondents recognized the presence of data silos within their organizations. It’s a challenge that can’t be ignored. The key to overcoming this hurdle lies in integration, and we’re here to guide you through it.

Real-World Success: University of San Francisco

Glen Murie, University of San Francisco Senior Programmer/Analyst, shares how Laserfiche Forms revolutionized their processes. By automating requests and reviews, the university saved the equivalent of 10 to 20 full-time employees’ worth of time per year, demonstrating the enormous impact data integration has on institution-wide efficiency, productivity, and cost-savings.

When remediating decades-old campus cultures steeped in siloed data, higher education systems administrators can profoundly benefit from colleagues sharing their experiences as roadmaps toward achieving their own seamless integrations.

Tips and Insights from Data Integration Frontlines

Are you an administrator or an IT team leader on the cusp of your own journey and looking for effective digital campus transformation strategies? Murie and other Laserfiche partners reveal lessons learned along the way in a free downloadable white paper, titled “Your Guide to Creating a Fully Integrated Digital Campus.”

Become an expert in this new era of system integrators in higher education with Laserfiche’s best practices tips and partner resources. Ready level up your campus processes with automation, integration, and advanced AI technologies?

Start Your Journey Here

Laserfiche Recognized at the 2024 WealthBriefing European Awards

WealthBriefing has experience reporting on the wealth management industry for nearly 20 years. It leverages this pedigree yearly, hosting awards programs across geographies, such as it has done with the 2024 WealthBriefing European Awards. This program, specific to the European region, evaluates individual experts, products and services on their capability to exhibit top class performance and innovation.

Laserfiche recently won an award as part of this program, for Change Management Process/Best Implementation of a Technology Solution. We had the pleasure of interviewing Russell Boland, Director of EMEA Sales at Laserfiche, to give his insights on what made Laserfiche a winning solution this year.

What was the winning formula for Laserfiche at the WealthBriefing European Awards this year?

Laserfiche listens carefully to customers and understands their specific needs, to see how we can deliver more tangible value. For example:
  • Accurate document and records management for client files, essential to supporting regulatory requirements
  • Robust tools for digitising business processes — which are often more complex and specialised in the wealth management industry — with compliance checks and reporting capabilities
  • Process digitalisation with integrations with many of the systems wealth managers require
  • A low-code platform that supports flexibility in designing processes with specific requirements

Laserfiche is adding to the value of wealth management customers through keeping client data in good order, raising staff productivity, accelerating client service and addressing ever-rising compliance requirements effectively and affordably.

What is Laserfiche doing to continue serving the needs of the wealth management industry?

Wealth management firms are reporting pressure from clients to reduce fees and deliver faster services. Meanwhile, it is more challenging than ever to attract and retain the specialist staff needed for this sophisticated and highly regulated industry. According to Laserfiche research, 70% of British Gen Z have left, or would consider leaving, their company due to outdated technology.

Laserfiche provides easy-to-use tools that empower organisations to modernise processes, and continues to innovate by incorporating technologies including artificial intelligence. This enables wealth managers to automate and optimise operations, aiding training, reducing key person risk and simplifying compliance. Digitalised processes boost productivity, raise staff satisfaction, and improve collaboration, in turn increasing revenue capacity, freeing up staff time to focus on client engagement.

What challenges are organizations in wealth management experiencing today, and how can they use Laserfiche to over come these challenges?

The volume of data firms create and manage continues to grow by around 20% per year. Additionally, regulators are imposing strict disciplinary sanctions for organisations that fail to follow regulations. More frequent and detailed audits add to rising compliance-related costs.

Laserfiche supports customers through these challenges by providing a single source of truth for data, and a process automation hub that integrates seamlessly with other core technology systems. Laserfiche provides a new level of visibility into operations, by tracking user actions on records with audit trails, and standardizing processes to optimise staff experience, address regulatory requirements, and strengthen information governance.

How do you see the wealth management industry and Laserfiche’s role in it evolving over the next five years?

Leading wealth managers are investing heavily in technology to enable them to grow revenues without requiring similar staff cost growth.

Growth often leads to more need for end-to-end automated processes while firms simultaneously navigate an increasingly complex compliance landscape. Today, it’s imperative for organisations to build strong technology infrastructures in partnership with trusted vendors such as Laserfiche and solution providers that specialise in wealth management, including MBS, the 2024 Laserfiche International Partner of the Year.

Additionally, the generative AI hype will continue. At Laserfiche, we believe AI will empower individuals to transform their work, take control of processes, and supercharge productivity. There is great promise for AI solutions in wealth management, in areas such as compliance, fraud prevention and client service.

But to achieve enterprise-wide transformation, organisations need to deploy AI at scale, which involves sophisticated data management frameworks and efficiently deploying AI across platforms. In the next five years, the focus will be on supporting customers in genuinely valuable AI deployments, utilising these technologies responsibly via risk-and-benefits frameworks.

Continue your journey  

To learn more about Laserfiche solutions for the wealth management industry, visit https://www.laserfiche.com/solutions/financial-services/wealth-management/

Congratulations to the Laserfiche Run Smarter® Award Winners

Laserfiche is excited to announce the winners of the 2024 Laserfiche Run Smarter® Awards. We created this awards program to honor people and organizations around the world that use Laserfiche to improve productivity, build innovative processes and achieve exceptional business results.  

Meet the 2024 winners:  

Laserfiche Advocate of the Year: Blake Smith, Senior Analyst – Business Systems, Circle K  

Blake Smith, senior analyst – business systems, at Circle K, has consistently gone above and beyond to provide detailed and insightful information that has had a profound impact on other Laserfiche users. Smith shares firsthand experience and expertise to contribute to the collective knowledge of the Laserfiche community while also acting as a resource for best practices, guidance and meaningful discussions about Laserfiche and workplace transformation. 

Nien-Ling Wacker Visionary: Joel Manfredo, CIO at the Motion Picture Industry Pension & Health Plans (MPI) 

MPI CIO Joel Manfredo has been the catalyst for bringing many innovative tools and processes to MPI. By implementing Laserfiche Forms and process automation, MPI was able to continue serving its members through one of the longest writers and actors strikes in entertainment industry history, avoiding $3.3 million in operating costs, and providing $209 million of financial relief to over 14,000 people. 

Tom Wayman Digital Transformation Leader of the Year: Odhran O’Brien, Archdiocesan Archivist and Director of Archives and Information Governance at the Archdiocese of Perth 

As the Archdiocesan archivist and director at the Catholic Archdiocese of Perth for the past seven years, Odhran O’Brien has exemplified digital transformation leadership, transforming the organization’s information governance across 26 community service agencies, 109 parishes and the central administration. O’Brien developed a strategic five-year plan for ISO 15489 compliance and executed it with his team, empowering the organization to become a leader in this field.  

Solution Marketplace Submission of the Year: Discrimination Reporting Form — submitted by Rob Banks, GIS Coordinator and Business Systems Analyst for the City of Salem, Massachusetts  

Available through the City of Salem’s website, the Discrimination Reporting Form aims to capture comprehensive data on discriminatory incidents experienced by community members, including bias, racist actions and microaggressions. The form makes this type of reporting more accessible by being available in English, Spanish, Portuguese, French and Haitian Creole, and eliminating the barrier of requiring in-person reporting, which can be daunting, re-traumatizing or embarrassing.   

Laserfiche Program of the Year: MilliporeSigma 

The global packaging materials team at MilliporeSigma built and implemented STARS (scheduling, testing and reporting system) through Laserfiche. STARS acts as a centralized hub to input configuration and testing information in a standardized way, facilitate calculations of testing formulas, collect reviews and approvals, and generate reports to be shared organization-wide. This initiative has improved efficiency in the packaging testing review process by over 80%, freeing up time for investigating new materials, and exploring new projects and research. 

Laserfiche Team of the Year: IT Department, SIU Medicine 

The IT department at SIU Medicine has just five developers that support over 2,500 staff and learners at the organization. Since introducing Laserfiche to the organization, demand for the team’s services has skyrocketed. With each request, the team has not only delivered a solution but also reimagined legacy processes, saving time and costs in the tens of thousands of dollars, and improving the overall experience.  

Best Program ROI: MSIG Hong Kong 

MSIG Hong Kong, a subsidiary of Mitsui Sumitomo Insurance Company, Limited, built EASY Claims on Laserfiche, and has significantly improved efficiency at MSIG, automating over 100,000 tasks that previously required manual user input. With Laserfiche, MSIG has increased overall productivity by 1.4 times per hiring cycle within the Claims department.  

Change Maker of the Year: DHL Aviation 

DHL, one of the world’s leading logistics companies, uses Laserfiche to create more sustainable and efficient operations. The company’s Laserfiche initiatives have opened opportunities to gather data on processes, enabling the organization to continue to optimize and grow without sacrificing quality in its services. 

To hear more Laserfiche success stories, register for Empower today.  

Read more Laserfiche case studies.   

Congratulations to the 2024 Laserfiche Solution Provider Award Winners

The IT channel has navigated tremendous change over the past year, from global events with large-scale socioeconomic impacts to the meteoric rise of generative AI. Laserfiche Solution Providers have demonstrated agility, resilience and innovation in the face of these changes, supporting customers with Laserfiche solutions that boost productivity, scale operations and deliver digital-first experiences.

We’re proud to recognize the 2024 Laserfiche Solution Provider Award winners, who have gone above and beyond, and demonstrated dedication to excellence in sales execution, customer acquisition and retention, and solution innovation.
Solution Provider Awards 2024

The Rookie of the Year is Cornerstone Engineering, Inc., an organization that was founded in 1979 as a civil engineering and land surveying company. Today, Cornerstone provides multi-discipline engineering and design services, lean project management tools, aerial drone and land surveying services, regulatory and permitting strategies, and consultant services. Cornerstone began selling Laserfiche in 2023 and is quickly becoming an emerging leader in the channel.

The Laserfiche Cloud Solution Provider of the Year is Ricoh USA. A trusted workplace solutions provider since 1962, Ricoh continues to embrace forward-thinking approaches to technology deployment. Most recently, Ricoh has supported organizations’ modernization efforts with Laserfiche Cloud, leveraging its professional services teams’ expertise in creating more optimized, secure, intelligent enterprises.

The Laserfiche Solution Provider Program empowers technology resellers to sell and deliver the Laserfiche platform, which is a recognized leader in enterprise content management (ECM) and content services platforms (CSP). For more information about the Laserfiche Solution Provider Program, visit laserfiche.com/solution-providers.

What Is Human Resources (HR) Automation and What Are the Benefits?

Human resources departments rely heavily on document-driven processes to get work done. To streamline processes and free up time, many organizations choose to automate their HR processes with an enterprise content management (ECM) system.

What is HR automation?

Automation handles many administrative HR tasks that, though critical, slow down productivity when performed manually. Such tasks include:
  • Filing, organizing and retrieving content.
  • Routing information for review and approval between team members or departments.
  • Preparing and distributing HR onboarding documents.
  • Processing employment agreements and other employee contracts.
  • Processing employee payroll each pay period.
  • Maintaining employee records and information.
  • Providing employees with appropriate tax forms.

What are the benefits of HR automation?

Automation technology is multi-functional and can offer many different benefits. Some of these include:

Increased efficiency throughout your HR department: In order to be responsive and keep pace with the modern business climate, HR teams need to be as efficient with their resources as possible. Automation can address this challenge by providing HR staff with more efficient ways to operate, from enabling convenient and secure access to critical information to streamlining the onboarding process and associated paperwork.

Reduced risk of compliance violations and fines: Many industries and jurisdictions have compliance standards that organizations must follow, as either a best practice or as required by law. Automation can offer a robust set of tools to help employees monitor and manage records throughout their lifecycles, as they work to reach their organization’s compliance goals.

Improved effectiveness through innovative technologies: For an organization to stay competitive, its HR department should be leveraging the best tools that current technology allows. The right automation solution can enable HR departments to leverage AI to gather critical information from documents, integrate processes with core technologies (including ERP and HRIS systems), make more informed business decisions with analytics, and download templates and other solutions from vendor-hosted marketplaces.

Employee growth and development: Having the right people is crucial to the continued success of any organization. Automated processes can make an entire organization run in a more streamlined manner, increasing employee satisfaction and reduce the time new employees to need to acclimate to their roles.

Which HR tasks can be automated?

There are many processes that can be automated within an HR department. Below are some, but far from all, the processes that HR departments frequently automate:

Benefits enrollment

Track when employees become eligible for benefits enrollment.

Timesheet processing

Make receiving, approving and saving time sheets more efficient with digital workflows.

Vacation and travel requests

Quickly create digital workflows for vacation, travel and expense reimbursement requests with prebuilt process templates downloaded form an online marketplace for solutions.

Employee onboarding

Automatically route and file paperwork for newly onboarded employees.

Employee records management

Retain employee records in a secure repository according to compliance restrictions, and ensure the right staff have access to the right records according to their job responsibilities.

When’s the right time to automate HR processes?

Keeping up with the rapid pace of technological innovation can be a challenge for many organizations. In addition to weighting factors such as the predicted growth of the organization and the level of satisfaction with current workflows, it may be useful to look out for the following indicators of a need for HR automation:

1. Performance of core functions has become subpar

Identify the core functions of your HR department. Once those functions are identified, look for any signs of friction or inefficiency, such as delays in onboarding or payroll processes. By clearly defining core processes and potential issues within them, you can better understand where automation is needed.

2. Your organization is growing faster than its HR department

Periods of increased onboarding can overwork an HR department if it doesn’t have appropriate resources. Automating manual tasks can empower HR departments to spend more time on recruitment, training and employee retention initiatives.

3. Audits are at risk of resulting in fines or non-compliance

HR departments handle sensitive information every day, and they are responsible for maintaining compliance with industry- or government-defined recordkeeping practices. Some departments may receive regular audits conducted by an outside party that can disrupt business operations. If your organization is concerned about the potential consequences of prolonged or failed audits, it may be the right time to automate processes.

4. Reduced HR staffing levels and budgeting challenges

Even in a business climate where improving HR services and delivery are of upmost importance, it can be a challenge when budgets and staffing resources are strained. Leveraging an automation solution to reduce time spent on manual processes can be useful for any HR department, especially those looking to be effective while simultaneously operating with limited resources.

Customer Spotlight: Sky Telecommunications

Learn how the HR department at leading telecommunications company Sky was able to deliver more efficient services for its 25,000 employees by leveraging automation.

Continue your journey

Laserfiche has plenty of resources to help you find the right process automation platform and learn how to get the most out of the one you choose.

Watch our latest webinar for organizations looking to automate HR processes

Check out our webinar: HR Automation: Reclaim Your Time, Amplify Your Impact to learn how Laserfiche can automate and streamline document-driven processes for HR departments, allowing you to reclaim your time and focus on what truly matters – your people.

Get additional insights with our ultimate HR automation guide

Read our Ultimate Guide to HR Automation for additional insights on where best to deploy automation solutions, as well as information on the latest technologies available for organizations looking to make their HR department more efficient.
The Ultimate Guide to HR Automation by Laserfiche

Watch our explainer video outlining benefits and use cases for process automation

Watch the below video to learn how business process automation can help your organization make processes more cost-efficient, streamlined, error-proof and transparent.

Compare digital process automation vendors with G2

You can also check out the G2 Grid® for Digital Process Automation (DPA) to compare top vendors on the market. G2 is a website that collects and offers millions of business software reviews.
G2 Grid® for Digital Process Automation (DPA) Software