Laserfiche and Sharepoint @ Kollabria
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The document summarizes Laserfiche's enterprise content management (ECM) software and its integration with Microsoft SharePoint. It discusses how Laserfiche allows organizations to digitize paper records, organize electronic files, and provide easy access while maintaining security. It also provides an example of how Spindletop MHMR Services leveraged Laserfiche and SharePoint together to improve content management and reduce costs. Additionally, the document demonstrates Laserfiche's ECM and workflow capabilities through a case management demo.
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Laserfiche and Sharepoint @ Kollabria
- 6. New Age Media & Records
- 15. Department of Defense Certified
- 24. Example: Laserfiche Web Part + SharePoint Component in SharePoint Server Farm = Any SharePoint Portal
- 29. Purchase Order Example LF Workflow = Auto-Detection, Task Creation
Notas del editor
- Digitize: Document management begins with the conversion of paper or other documents into digitized images. When files are scanned or electronically converted, a high-resolution digital copy is stored on a hard drive or optical disc. Organize: These images can be easily organized and quickly retrieved, indexed and archived. Templates, or electronic index cards, can attach information, such as author, reference number, date created, or key words to a document. Files can still be viewed, printed, shared and stored. Access: Instantly access them from any computer that is on the network Security: Which documents people can read and what actions they can perform on these documents depend on the level of security that the system administrator has assigned to the user. Organize your documents replicating the Windows Nested File Folder Structure (we’ll get more in depth with that later) – but, the Laserfiche is designed to allow your organization with the flexibility to organize, distribute and manager your documents in any fashion that you wish. * Records Management – compliance, security, etc.
- Utilize current infrastructure : Most workplaces have computers, have Multi-functional printers (MFP’s), Internal Network, Internet Access (restricted as it may be). Revenue & Efficiency - Automate processes within your organization Worker efficiency on a daily basis – less time “searching,” more time completing. - Process more orders, collect payments quicker – improve CASH FLOW Reduce Cost Save Space designated to filing cabinets (no longer permanent fixtures!) – now your company is forced to actually buy cubicle walls (joking) Once again, Time and Efficiency run hand and hand * Picture is from Alaska’s Archives and Records – Juneau
- The concepts highlighted by you both are especially timely given the current economic situation and are generally well aligned with overall IT trends. The stereotypical image of the IT professional as a reactive gatekeeper who holds the keys to the corporate infrastructure has been replaced with a proactive business leader who’s a stakeholder in the overall success of their organization.
- The Vision: What is your organization going to accomplish? What’s the goal? The Champion(s): are usually the individual or department that are in the most need of an EDMS. In the government sector, many times a City Clerk or City Manager is the “champion” of document management – primarily because they’re swamped with requests from citizens (thank Freedom of Information Act) The Plan : Phased implementation or enterprise wide? Test environment first or Trial? Which departments begin? This step usually defines the stakeholders and requires consultation. Also, educating the future user-base and training the administrators (both Admin console / manager) & the IT level. Phased Implementation & Top-Down User Education Stakeholders
- ROI - especially, if not # 1 most important aspect to a “document management champion.” The ROI validates your request for a document management system
- * Vital Records (deeds, birth records, etc)
- Provides personalized, authenticated access to stored content from SharePoint pages. Directly scan or upload content into the secure ECM repository from SharePoint
- Minimize the content stored in SharePoint and move it into a centralized Laserfiche ECM repository when the collaboration phase is finished. Data synchronization ensures that a variety of tasks—such as moving documents, preserving links, limiting copies and removing deleted documents—are handled automatically, without administrative intervention
- Provide federated search across content stored in both Laserfiche and SharePoint from the SharePoint interface.
- Support custom workflow activities, including SharePoint specific activities. Use built-in activities to build workflows quickly; create custom VB.Net and C# scripts using a built-in editor, or design your own activities. Export ECM workflows as WF workflow definitions; use Visual Studio .NET to incorporate them into your own WF workflows.