Laserfiche Avante - Appleby & Co

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A Simple, Elegant Approachto Information ManagementTwenty years ago, the agile approach to information management hinged ondocument imaging—the ability to convert paper documents into digital images,saving storage space and retrieval time.Ten years ago, agile organizations made the leap to document management—technology that manages imaged and electronic documents throughout theirlife cycles, including capture, filing, access control (security) and archiving.Laserfiche Avanteis a cutting-edge solutionthat combines comprehensive content management functionality withbusiness process management (BPM) tools to both manage and processinformation—turning it into an asset that enables efficiency and smartdecision making organization-wide.Today, successful organizations need more than document management;they need to optimize the decision-making process by getting the rightcontent—whether structured or unstructured, paper or electronic, audioor video, photograph or e-mail—into the right hands at the right time.DOCUMENT IMAGING15Converts paper documents into an electronic ordigital format.DOCUMENT MANAGEMENT25Manages documents (physical or digital) throughouttheir life cycles.BUSINESS PROCESS MANAGEMENT45Applies workflow technology to content-relatedprocesses in order to standardize and optimize them.LASERFICHE AVANTE65Manages all organizational content throughout itslife cycle, including acquisition, filing, access control,routing (using BPM) and archiving.

The Laserfiche Avante AdvantagePull the information you need from: Paper and electronic documentsFaxesFormsE-mailsThird-party databases and applicationsStore and archive organizational content for long-termretention with: DoD 5015.2-certified records management Archiving and distribution toolsUnderpin your information governance strategy withcomprehensive security features such as: Role-based authorizationAccess controlPrivilege delegationSecurity watermarksDoD 5022.22-compatible deletion protocolsAudit TrailsInstantly search and retrieve information in your office,on your mobile device or over the Internet using: IndexingProperty/metadata searchFull text searchAdvanced searchSearch toolbarAutomate resource-intensive processes by configuringworkflows that perform specified actions at appropriate times: Route a document to a specific userPopulate a fieldAdd a tagSend an e-mailExchange information with other business-critical applicationsFunctionality, Meet FlexibilityEvery organization has its own uniqueneeds. Some are looking for a securecontent repository, some need to accessinformation through primary businessapplications such as GIS or CRM, andsome want to enable repeatable processessuch as case management, contractmanagement, AP processing and more.Laserfiche Avante is an agile ECM systemthat can be quickly and easily configured tomeet any organization’s needs. In additionto industry-leading content managementto help you store, retrieve and secure yourinformation, Laserfiche Avante includessophisticated workflow tools to automatecontent-centric business processeswhile enabling increased visibility intoperformance.Laserfiche Avante empowers your organizationto operate more efficiently, effectively andprofitably by: Managing all organizational content—bothstructured and unstructured—throughoutits life cycle. Ensuring that information is an asset thatis consistent, reliable, useful and available. Facilitating compliance with failsafe securityand auditing features. Integrating seamlessly with the applicationsemployees use every day. Streamlining operations by automatingmanual, repetitive processes.

Workflow EfficiencyWith powerful business process management tools,Laserfiche Avante integrates both structured andunstructured content into the flow of your businessprocesses, so you enhance productivity, improveefficiency and minimize overhead. Increase productivity by automatingmanual, repetitive processes.Laserfiche Avante’s workflow engine also gives youa platform to map, model and manage your businessprocesses in order to obtain a better understandingof how to achieve your overall goals. Your businessprocesses become more efficient, and you use yourresources more effectively. Trigger workflows based on actions takenin third-party applications like CRM, GIS,ERP and more. Model, execute and manage businessprocesses without writing code.Easy to Design, Configure and ExtendMore than just simple workflow automation, Laserfiche Workflowbuilds on the capabilities of Microsoft .NET to seamlessly integratewith your existing systems, business rules and data.Workflow DesignerBuilt-in activities help youbuild workflows quickly,while extensible rules anda built-in script editorsupport custom C# andVB.NET scripting.A graphical WorkflowDesigner enables youto create workflows byflowcharting your businessprocesses with an intuitiveinterface for testing,modifying and supportingworkflow activities.Laserfiche Workflowbuilds on the capabilitiesof Windows WorkflowFoundation (WF) soyou can extend itsfunctionality to allyour line-of-businessapplications.

Laserfiche Avante at WorkOrganizations across a wealth of industries use Laserfiche Avanteto drive efficiency, cut costs and streamline repeatable processes.The following are just a few examples of how Laserfiche Avantecan transform the way your organization operates.GovernmentLaserfiche Avante moves government agenciesbeyond finding and filing. With its powerfulworkflow engine and ability to integrate witha wide variety of enterprise applications,Laserfiche Avante can be used to executerepeatable processes in a consistent manneracross the organization, optimizing resourceefficiency, cost and service delivery. Accelerate finance processes, shorteningcollection times and reducing banking fees. Eliminate bottlenecks when reviewing,approving and issuing permits, improvingcustomer service. Simplify contract creation using a mastertemplate and clause library.We are so busy with such a small staffthat we’re looking for ways to do morewith less. Laserfiche does that for us.With Laserfiche Avante, we’re set toexperience full ROI within 2 ½ years.Christine CurtisAssistant Town Manager / City of Brownsburg, INIf a firm has a process that involvesmultiple touches, multiple pointsof entry and time sensitivity, thenLaserfiche Avante’s workflowcapability is a viable solution tostreamline the process and gainbetter control. Using Laserfiche,we’ve saved more than 72 hours oflabor annually just by automating asingle business process.Joseph SalpietroPresident and CEO / Xpyria Investment AdvisorsFinancial ServicesLaserfiche Avante improves productivity atfinancial services firms, enabling employees tospend less time shuffling paper and more timeon the profitable, client-facing activities thatdeliver results. Quickly bring new clients onboard byautomating the new account opening process. Automate security and correspondence logs. Route client documents through the approvalprocess with e-mail notifications to ensuretimely action.

Laserfiche Avante at WorkHealthcareQuickly connecting staff with criticalinformation is the key to cost-effectivelydelivering top-quality medical care. Leadinghealthcare organizations of all sizes are turningto Laserfiche Avante to dramatically improvetheir business productivity and responsiveness. Accelerate payment cycles by scanningcharts and other documents at the pointof service, and automatically route themthrough verification, coding and billingworkflows. Improve patient service by automaticallysending test results and important updatesto physicians as soon as the information isreceived. Speed the healthcare provider credentialingprocess by routing application packetsthrough the review and approval process.CommercialWe use Laserfiche Avante toprovide the management team witha comprehensive overview of thecompany’s workflow, including wheredocuments are, who is working on eachdocument and the length of time it takesto process each document. As a result,productivity has increased by 20%.Ron AndersonDirector of Business Development / CHMBIn the past, employees wouldphysically walk hard copy foldersbetween departments on the plantfloor. It was hard to figure out whichdepartments had seen what, andwhere exactly each order was in themanufacturing process. Thanks toLaserfiche Workflow, information nevergets lost and it’s easy to track exactlywhat’s going on at any given time.Michael EklundInformation Systems Coordinator / RMS CompanyAs businesses grow and change, so does theamount of information they need to processand manage. Successful businesses count onLaserfiche Avante to satisfy the needs of staff,administrators and IT professionals alike. Accelerate time-to-market by providingusers with efficient tools to replace manualtracking processes. Enable multiple departments to authorizechanges the moment revisions need to occur,eliminating bottlenecks. Trigger workflow activities from third-partyapplications.

An Essential Componentof Your Connected FrameworkWhat sets Laserfiche apart from other ECM solutions isits ease of administration and use, which is why we choseit when we standardized our entire county. Laserfiche isthe best choice for IT professionals, because it offers morefunctionality, lower overhead costs and an excellent ROI.Laserfiche Avante ArchitectureBy providing central control alongside local flexibility, Laserfiche Avante enables the organization to establishoverarching standards and security policies while at the same time giving individual departments the abilityto store information and configure business processes according to their specialized needs.SMARTEROUTCOMESDarlene Hale, IT Director, LaPorte County, INVALUABLECAPABILITIESLaserfiche Avante readily fits into your existing networked environment, without requiring customprogramming or extensive hardware and software updates. Developed to support close integration withindustry-standard platforms, Laserfiche Avante is compatible with Windows XP, 2003, 2008, Vista and 7,and supports Microsoft SQL Express , Microsoft SQL Server and Oracle database management systems. Administer your system using MicrosoftManagement Console snap-ins. Use of WebDAV technology offers broadinteroperability and integration options, aswell as support for Microsoft’s Web Folders. Assign access rights and permissions directlyto Active Directory groups, and maintainsecurity through Windows Authentication. Integrate your primary applications intoLaserfiche workflows using the WindowsWorkflow Foundation and .NET. Drag and drop e-mail from MicrosoftOutlook into Laserfiche, preservinge-mail metadata.Publicationand DistributionEnterpriseRisk ManagementROI forRepeatable ProcessesEnterpriseInformation PortalPersonalized InterfacesValue CreationTransparent Records ManagementEnterprise ClassificationEnterprise Search and RetrievalAGILEFRAMEWORKBy serving as theuniversal repository forall organizational content(including paper, forms,audio/video files, e-mail,etc.), Laserfiche Avanteprovides a single point ofcontrol for complete lifecycle management.Business Process ManagementDocument Capture and ETLAuditingInformation Life Cycle ManagementBy acting as integrativemiddleware that links intolegacy systems andline-of-business applicationssuch as GIS, CRM, ERP andmore, Laserfiche Avanteallows users to accessinformation in the mannerand environment in whichthey are most comfortable.By serving as an enabler ofshared services, LaserficheAvante eliminates datasilos and automatescross-functional activities,accelerating collaborationand data processing.

Laserfiche Avante System DiagramOut-of-the-Box FunctionalityExpand Beyond the BasicsLaserfiche Avante’s licensing is based on the numberof people who will be using the system—which makesit possible to calculate the cost of most systems bydoing little more than counting employees.Laserfiche Avante’s pricing structure makes it simpleand affordable to add new features and functionalityto your Laserfiche system as your needs change.Named user licenses include everything you need toget started—for 500 per license.Centralize management of multiple typesof information, including digitized paperdocuments, electronic documents, e-mail anddigital audio and video files. Servers are soldindividually and support industry-standardMicrosoft and Oracle database platforms.Laserfiche Records Management Edition ,a DoD 5015.2-certified solution, fullyintegrates records management with yourLaserfiche Avante system.Laserfiche Audit Trail tracks actions userstake within the Laserfiche system, so youensure information security and simplifyregulatory compliance.Give users intuitive, instant access toinformation. Users each have their ownconnection through the Laserfiche Client,so they are always able to access theirinformation.Laserfiche Quick Fields provides highvolume document capture and processingtools, including data extraction modules,capture tools, image enhancements andforms processing tools.Promote constant productivity with Workflow’srules-based routing, e-mail notification andactivity monitoring.Laserfiche Agenda Manager simplifiesand automates agenda processes from itemsubmission through publication of the finaldocument.Add paper documents to your Laserficherepository with an intuitive scanning interface.Create archival TIFF images of electronicdocuments without repetitive printing andscanning.Protect your information with comprehensivesecurity features.Laserfiche Web Access , a true thinclient, reduces installation, support andmaintenance requirements by providingauthorized users with access to yourdocuments over the Web.Laserfiche WebLink offers a read-onlypublic Web portal with secure, one-touchdocument publishing.Laserfiche Plus archives documents onCDs, DVDs, USB drives or external harddrives in self-contained repositories thatinclude built-in viewers and search engines.

Protect the Valueof Your Laserfiche InvestmentTechnology represents one of themost significant investments youmake in your organization’s success.That’s why Laserfiche is committedto constantly improving its productsuites to help you meet new businesschallenges. The Laserfiche SoftwareAssurance Plan (LSAP) provides yourorganization with these enhancementsas soon as they’re released, along withthe technical support and detailedtechnical material that preserves andextends the value of your Laserficheinvestment.LSAP helps you take the guesswork out of budgetingby bundling everything you need to maintain yourLaserfiche system into a simple annual payment.It ensures that you have every resource you needto meet technical challenges and expand yourLaserfiche infrastructure, including:Downloadable scripts and customapplications in the Code Library helpyour IT staff easily extend Laserfichefunctionality. Rapid-response technical support. YourLaserfiche reseller will promptly troubleshootand resolve any issues that arise—before theyimpact operations or affect staff productivity. Online support resources. Your staff receivesaccess to the Laserfiche Support Site, wherethey’ll find the detailed technical informationthat helps them optimize system performanceand maximize uptime, as well as integrateyour document repository with yourorganization’s other line-of-businessapplications.Forums provide an interactivelocation to discuss product featuresand functionality with LaserficheDevelopers and other members ofthe Laserfiche community. The latest hotfixes, updates and patches.These critical items ensure that yourLaserfiche system continues to operate atpeak efficiency. New releases. You’ll make sure your systemstays current, as new releases of your licensedproducts are included at no additional charge. An easy path to growth. We’re committed tocontinuously improving and expanding theLaserfiche product suite. And as we do, you cancredit 100% of the purchase price of yourcurrent Laserfiche software toward any newproduct line purchases.Video tutorials provide hands-oninstruction in how to use Laserfichemost effectively.

The Tools to Drive Your Organization ForwardWith a sophisticated Code Library, world-class community, extensive training optionsand more, Laserfiche provides customers with more than just software—it providesa comprehensive framework for delivering value quickly, easily and without the needto bring in expensive experts at every turn.TRAININGSOLUTION EXCHANGECOMMUNITY Annual conference Certified ProfessionalProgram (CPP) Regional workshops Webinars Code Library Integration Marketplace Online forums Luminary blogsCase studiesUser groupsNewslettersLaserfiche is more than software; it’s a community that’s dedicated to helping organizations run smarter.Drive true organizational agility by leveraging everything Laserfiche has to offer.Join the Laserfiche communityWant to learn more?Explore Laserfiche Avante’s functionality,discover industry solutions andget customer perspectives at:laserfiche.com/avante

LASERFICHE AVANTE Manages all organizational content throughout its life cycle, including acquisition, filing, access control, routing (using BPM) and archiving. Laserfiche Avante is a cutting-edge solution that combines comprehensive content management functionality with business process management (BPM) tools to both manage and process