Anaheim Marriott Hotel

Transcription

Anaheim Marriott Hotel
Floor Plan
Lobby Level
1 User Registration
2 VAR Registration
3 Breakfast/Lunch/Refreshments
ORANGE COUNTY
BALLROOM
4
4 ACE Summit
3
2
1
CENTER & SOUTH
5 Info Center
JK
Office Hours
Laptop Configuration
CPP Registration
GH
MARQUIS
BALLROOM
1
F
GRAND
BALLROOM
6 Video Interview Room
E
NORTHEAST
AB
NORTHWEST
CD
SELF
PARKING
4
FRONT DESK/LOBBY
5
TO LOWER LEVEL
MEETING ROOMS
I
ELITE
2
GOLD KEY
ELEVATORS
II
PALMS
TOWER
3
ELEVATORS
FEDEX
GOLD
KEY
III
3-4
PLATINUM
BALLROOM
OASIS
TOWER
ELEVATORS
HOTEL
ENTRANCE
1-2
BALLROOM
ENTRANCE
Lower Level Meeting Rooms
6
DESERT
SPRINGS
LA
JOLLA
LOS
ANGELES
NEWPORT
BEACH
RANCHO
LAS PALMAS
SAN
DIEGO
7-8
5
6
9-10
PATIO
WELCOME to Empower 2014!
Dear Colleague:
Welcome to Empower 2014! I am delighted that you have come to participate in the activities and
opportunities offered by the Laserfiche community.
More than 2,000 of us are gathered here to explore the frontiers and push the boundaries of information
management. We are living in a unique time in history. As change agents, we are charged with the
responsibility to demonstrate leadership within our organizations. This is the place to hone our
technological edge and reaffirm our commitment to excellence.
Whether you’re here to learn about new Laserfiche products or to expand your knowledge on best
practices in designing business processes, implementing e-forms or improving your approach to project
management, Empower 2014 offers a wide range of learning and networking opportunities, including many
hands-on labs, lunch Q&A sessions, user group meetings and more.
Whenever the opportunity presents itself, I encourage you to take a moment to introduce yourself to those
around you, whether it’s in a classroom, at your lunch table or at a social event. You will find that your fellow
attendees are as excited and motivated to be here as you are.
So let’s get started! Enjoy, excel, thrive!
Nien-Ling Wacker
Founder and CEO
In Celebration
Tom Wayman
Vice President, Marketing and Product Strategy
Many of you may be aware that Tom Wayman
passed away last May. Tom joined Laserfiche
in 1991 as a programmer and was promoted
to systems engineer before moving to the
marketing department and serving as vice
president of marketing and product strategy.
Tom’s passion for helping organizations use
the Laserfiche Run Smarter® philosophy drove
him to continuously push for bigger and better
things from the company and to maintain
excellence in product development, marketing,
sales and customer support. The consummate customer champion, Tom
encouraged us to keep the community’s needs front and center at all times.
His vision, energy and talent inspired us all to reach new heights.
To honor Tom’s memory, and in recognition of his many contributions to
the Laserfiche community, we are introducing a new Run Smarter® Award:
The Tom Wayman Leadership Award. This award will be presented to an
individual within the Laserfiche community who exemplifies extraordinary
leadership, vision and commitment to sharing the Run Smarter® philosophy.
Please join us for the Run Smarter® Awards ceremony during the general
session on Thursday morning to celebrate the achievements of the first
annual recipient of the Tom Wayman Leadership Award.
Table of Contents
04
13
25
41
83
101
General Information
04
Social Media
05
Hotel Information
06
Pre-Conference Activities
07
Info Center
09
11
At & After Empower Checklist
Schedule
13
Schedule at a Glance
14
Daily Schedule
Suggested Agendas
Course Details
41
Course Information
42
Track Descriptions
44
Session Details
Highlights & Events
83
Featured Highlights
86
Networking Events
88
Run Smarter Award Winners
Alliance Partners
101
Sponsors
Premium: Epson
Platinum: Fujitsu
105
102
Exhibitors
Extras
105
Session Evaluations
115
Stickers
119
Note Pages
#empower14
3
General Information
Social Media
You came to Empower. Now make it come to you.
Get conference updates, win prizes and network
with ease through our social media channels.
Save your feet—send a tweet!
Follow @Laserfiche and use #Empower14 in your tweets.
Then sit back and enjoy the conversation.
twitter.com/laserfiche
Connect on LinkedIn and see what you win!
Networking with the people you meet at Empower 2014 on LinkedIn
will reward you with business connections. But connecting with us
on any of our social media channels will earn you free swag! All you
have to do is share your Empower experience with us.
linkedin.com/company/laserfiche
See how you look—view photos on Facebook!
You don’t have to get out of your chair to see the faces of Empower.
Upload your photos to our shared album, or check to see if one of our
photographers captured your good side. Don’t forget to tag yourself!
facebook.com/laserfiche
Need help tweeting, posting and hash-tagging?
We’ll take you from social network novice to web wizard. Visit us at the
Info Center where we can snap a profile picture of you, help you set up
a Twitter account, learn the essentials of social navigation and more!
4
General Information
Hotel Information
Official Empower 2014 Hotel:
Anaheim Marriott
Anaheim Marriott
700 West Convention Way
Anaheim, CA 92802
1.714.750.8000
Wireless network: Empower2014
Wireless password: conf2014
Check-in time: 4:00 pm
Check-out time: 12:00 pm
Parking
On-site parking fee: Discounted to $10.00/day for Empower 2014
attendees. Parking validation tickets are available at the User
Registration Desk.
Valet parking fee: $28.00/day, no validation needed.
Hotel Amenities
Fitness center
Outdoor pool & Jacuzzi
Full-service business center
Starbucks and Marketplace
Anaheim Marriott Restaurants
JW’s Steakhouse
Café del Sol
Degrees Lounge
Concierge Desk
Open 7:00 am – 8:00 pm daily, at the lobby level
Nearby Points of Interest
Ruth’s Chris Steak House 0.3 mi
Disneyland & Disney California Adventure 0.8 mi
Anaheim Garden Walk 1 mi
House of Blues Restaurant & Concert Hall 1.3 mi
Angel Stadium of Anaheim 2.5 mi
Noble Ale Works Microbrewery & Tasting Room 2.6 mi
#empower14
5
General Information
Pre-Conference Activities
For the first time ever, we’ve added a slate of pre-conference classes and activities
to the schedule. They are designed to help you hit the ground running once the
conference officially begins.
Tuesday, January 14
10:00 am – 7:00 pm
Info Center
Avoid the crowds by visiting the Info Center from 10:00 am – 7:00 pm
to get your laptop configured with the conference virtual machine, print your
schedule, ask logistical questions and network with Laserfiche developers.
Tuesday, January 14
4:00 pm – 5:00 pm
Grand CD
Get insider tips on making the most of your time at Empower from
User Education experts at a special class, CD001: Getting the Most Out of the
Conference, at 4:00 pm in Grand CD.
See the course schedule
for more info (page 15)
Take classes that will prepare you for the advanced courses offered
over the next three days.
Tuesday, January 14
5:00 pm – 7:00 pm
Platinum 5-6
Kick back at the Welcome Reception in the Platinum 5 Ballroom from
5:00 pm – 7:00 pm with appetizers, drinks and networking.
In honor of the launch of Laserfiche Answers, a community-driven
web forum where you can share your knowledge and expertise,
we’ve filled the Empower 2014 program with fun facts about
Laserfiche and tips from some of our most engaged users. Enjoy!
6
General Information
Info Center
Tuesday
10:00 am – 7:00 pm
Elite Ballroom
Wednesday - Friday
7:00 am – 5:30 pm
Elite Ballroom
(except during
general sessions)
Located in the Elite Ballroom, the Info Center is where you’ll go to speak directly
with Laserfiche software developers, testers, presales engineers and more. Didn’t
have enough time after a popular class to ask all your questions? Stop by the Info
Center to get one-on-one answers! Want to sign up for a Certified Professional
Program (CPP) exam? Do it in person at the Info Center!
You don’t need an appointment to visit the Info Center. Simply stop by during
conference hours to meet our experts, get assistance with laptop configuration, print
your conference schedule or ask any logistical questions you may have.
“
The Info Center is a great resource for deeper learning
and getting specific questions answered. Talk to the
experts at the Info Center for their input and advice.
”
Kathy Jenisch, Kentucky Sanitation District #1
Plus, you’ll get solutions you can hold in the palm of your hand! Stop by the
Info Center to choose one of five special versions of our Quicker, Better, Safer
(QBS) book, all of which are jam-packed with user-developed solutions.
Higher Education
Quicker Better Safer
The original collection of solutions created by Laserfiche users across various
industries and business processes.
QBS: Laserfiche Forms
This book offers screenshots, step-by-step explanations and advice on how to
set up and configure Laserfiche Forms for five daily business processes.
QBS: Laserfiche Mobile
Learn more about how organizations can work remotely with Laserfiche Mobile
for the iPhone and iPad.
QBS: Accounts Payable
Get an in-depth look into how ten organizations streamlined their AP processes
with Laserfiche.
QBS: Higher Education
This book provides valuable insight into the unique student- and faculty-driven
processes improved by Laserfiche.
QBS: Human Resources
See customer solutions for streamlining and automating processes such as
employee onboarding and travel request processing.
#empower14
7
Get the program on
your mobile device!
Tired of carrying your Empower program
around? Download the complete digital
version on your tablet or smartphone.
laserfiche.com/conference
General Information
At Empower 2014, the labs will be using a virtual machine that simulates the
environment of the Laser Investigators, a fictitious private investigation firm
using Laserfiche to operate more efficiently. Labs will provide 50-80 laptops
for attendees, and registering for a lab guarantees your use of one of the
provided laptops.
In addition to the provided laptops, there will be seating for 20-25 more
students running the virtual machines themselves. If you were unable to register
for a lab, or if you prefer to use your own computer, you may install the lab VM
on your own laptop.
This virtual machine runs Windows Server 2008 R2, and requires the following
minimum hardware in order to run:
`` 64-bit OS for the host (laptop) machine (Windows 8, 7, Vista)
`` VMWare Player 6
`` Dual core or higher CPU
`` 4 GB of RAM, more recommended
`` 50 GB hard drive space
Need help?
If you would like assistance setting up the
virtual machine on your computer, please
stop by the Info Center.
“
If you can manage to go a day early or stay an
extra day, do it! Disneyland is walking distance
from the conference hotel and I spent a day
and a half at Disneyland last year before the
conference and had a blast!
”
—Kathy Jenisch, Kentucky Sanitation District #1
#empower14
9
Solution Exchange
Laserfiche tips from users, for users.
Experience the most practical and diverse platform for Laserfiche advice.
On the Solution Exchange, you can:
Search through 150+
user-developed
solutions by industry
or business process.
See step-by-step examples
of peer-developed
workflows, integrations and
customizations.
Get practical, proven
advice on how to improve
your own organization.
laserfiche.com/solutionexchange
Laserfiche Answers is a
community-driven web forum
where Laserfiche staff and
resellers from all around the
world can share their knowledge
and expertise.
If you liked the forums on the
Support Site, you’ll love Laserfiche
Answers, which provides a faster
and easier way to ask questions,
get answers and earn reputation
points to showcase your expertise.
General Information
At Empower Checklist
Attend the general sessions.
Be the first to hear Laserfiche’s biggest announcements of the year.
Visit the Info Center.
Come here to print your conference schedule, pick up QBS books and
get your questions answered any time you want.
Configure your laptop. Stop by the Info Center to set up your laptop with
the Empower 2014 virtual machine and follow along in any of our
hands-on labs!
Tweet, tweet, tweet!
Follow #Empower14 on Twitter for up-to-date information and tweet your
thoughts about Empower in real time.
Network with other attendees.
Go to a networking lunch or user group meeting and get to know peers in
your industry.
Download the Laserfiche Mobile app.
Now available on your iPhone, iPad or Android device, you can use
Laserfiche Mobile to get a digital copy of this program!
See what our partners can offer you.
Exhibiting partners will tell you all about their powerful Laserfiche
integrations. You might find a solution you never knew existed.
Show off your moves at the special event.
Conveniently located in the hotel, this year’s special event is a great
opportunity to kick back, enjoy some music and turn new acquaintances
into lifelong friends.
After Empower Checklist
Share what you learned at Empower with the rest of your organization by
creating and leading a presentation of key conference takeaways.
Complete the post-Empower survey so we’ll know how we can make the
next conference even better.
Connect with your new contacts on LinkedIn and schedule lunch/
networking/user group meetings with contacts in your area.
Share your Empower experiences on Twitter, Facebook, LinkedIn and
Instagram so people who weren’t there can learn from you.
Follow us on Twitter @ laserfiche and keep an eye out for special conference
materials like session PowerPoints, videos and more.
Implement what you learned by making adjustments and improvements
to current processes.
#empower14 11
Rely on Epson
for
a wide range of high quality sheet fed
and flatbed document scanners to meet
the most demanding requirements.
The WorkForce DS-860
• 60 ppm and 120 ipm
• Advanced Feed System for
more reliable paper handling
• 80-page Document Feeder
• Optional Network Interface
For more information on
Epson® Document Scanners,
visit epson.com/scanners
EPSON and EPSON Exceed Your Vision are registered trademarks of Seiko Epson Corporation.
ImageWay is a servicemark of Epson America, Inc. ©2013 Epson America, Inc.
Epson WorkForce
DS-860 Scanner
Schedule at a Glance
Tuesday, January 14
10:00 am
—
7:00 pm
Registration & Info Center Open
1:30 pm
—
2:30 pm
Pre-Conference Session 1
2:45 pm
—
3:45 pm
4:00 pm
—
5:00 pm
5:00 pm
—
7:00 pm
Welcome Reception
Wednesday, January 15
7:00 am
—
8:15 am
Conference Registration & Continental Breakfast
8:15 am
—
9:30 am
General Session
9:45 am
— 10:45 am
Class Session 1
11:00 am
— 12:00 pm
Class Session 2
12:00 pm
—
1:30 pm
Lunch
1:30 pm
—
2:30 pm
Class Session 3
2:45 pm
—
3:45 pm
Class Session 4
4:00 pm
—
5:00 pm
Class Session 5
6:30 pm
—
9:30 pm
Special Event: NRG-ize
Thursday, January 16
7:00 am
—
8:15 am
Conference Registration & Continental Breakfast
8:15 am
—
9:30 am
General Session
9:45 am
— 10:45 am
Class Session 1
11:00 am
— 12:00 pm
Class Session 2
12:00 pm
—
1:30 pm
Lunch
1:30 pm
—
2:30 pm
Class Session 3
2:45 pm
—
3:45 pm
Class Session 4
4:00 pm
—
5:00 pm
Class Session 5
5:00 pm
—
6:30 pm
Run Smarter® Awardees Meet & Greet Reception
Friday, January 17
7:00 am
—
8:30 am
Continental Breakfast
8:30 am
—
9:30 am
Class Session 1
9:45 am
— 10:45 am
Class Session 2
11:00 am
— 12:00 pm
Class Session 3
12:00 pm
—
1:30 pm
Lunch
1:30 pm
—
2:30 pm
Class Session 4
2:45 pm
—
3:45 pm
Class Session 5
#empower14 13
Daily Schedule
Courses at Empower 2014 are designated by a track and a number, such as CD101
or EDM204. Tracks are collections by topic, and numbers indicate the level of difficulty
of each session. Tracks include both presentation and lab courses. (See page 42 for
more details about each track.)
Enterprise
Deployment and
Management
ACE
Analysts, Consultants
and Experts
ACT
Administration,
Configuration and
Troubleshooting
IG
BPM
Business Process
Management
MP
Marketplace/Partners
CC
Capture and
Classification
UG
User Group Meetings
CD
Content Delivery
VAR
Value-Added Reseller
14
EDM
Information
Governance
Tuesday, January 14, 2014
1:30 pm - 2:30 pm
BPM101
Business Process
Strategies Grand GH
BPM109
Lab: Getting Started with
Workflow Grand F
CD101
Overview of the
Laserfiche Suite Grand AB
BPM107
Introduction to Laserfiche
Business Processes
CC108
Lab: Designing Forms in
Laserfiche Forms
CD103
What’s New in the
Laserfiche Suite
Grand JK
Platinum 3-4
Grand CD
CD111
Laserfiche, Part 1 Grand E
2:45 pm - 3:45 pm
ACT102
Lab: Using the Laserfiche
Administration Console
BPM105
Forms Grand CD
CC102
Overview of Capture Tools
Grand F
BPM103
Introduction to Workflow
BPM151
Lab: Building Processes
in Laserfiche Forms
CD101
Overview of the
Grand JK
Platinum 3-4
Grand GH
CD113
4:00 pm - 5:00 pm
Grand JK
CC108
Laserfiche Forms Grand F
CD101
Overview of the
CD123
Lab: Searching in
Laserfiche, Part 1
BPM109
Workflow Grand E
CD001
Getting the Most Out of
the Conference Grand CD
CD103
What’s New in Laserfiche
Platinum 3-4
BPM103
Grand GH
Welcome Reception 5:00 pm - 7:00 pm Platinum 5
“
I really liked the way the courses at Empower were set up;
for example, I didn’t realize how in-depth they would be in
sharing other companies’ stories. It was comforting to learn
how other companies experienced their implementations as
Circor was getting ready for its own.
”
—Amanda Flores, Circor
#empower14 15
Wednesday, January 15, 2014
Breakfast 7:00 am - 8:15 am Platinum 5-6
General Session 8:15 am - 9:30 am Marquis Ballroom
9:45 am - 10:45 am
ACE100 INVITATION ONLY
Innovation and ECM,
Part 1 Gold Key 1-2
CC102
Overview of Capture
Tools La Jolla/LA
CD101
Overview of the
Laserfiche Suite OC4
ACT205
Troubleshooting and
Debugging Workflow
CC106
Lab: Scanning in
Laserfiche Grand F
CD203
Lab: Customizing
WebLink Platinum 3-4
Grand JK
CC108
Laserfiche Forms Grand E
CD301
Using Advanced Search
Syntax Platinum 1-2
CC110
Introduction to Quick
Fields Grand AB
EDM101
Implementation
Practices: Project
Management OC2
BPM104
What’s New in Workflow
Grand CD
BPM251
Advanced Laserfiche
Forms Platinum 9-10
CD001
Getting the Most Out of
the Conference OC3
EDM105
Customer Story:
Implementing Laserfiche
and Public Portal OC1
EDM208
Implementation
Practices: Top 10
Performance Pitfalls
Newport/RLP
EDM251
Creating Web Services
with the SDK Platinum 7-8
IG102
Fundamentals of Records
Management Grand GH
11:00 am - 12:00 pm
ACE100 INVITATION ONLY
Innovation and ECM,
Part 2 Gold Key 1-2
BPM301
Advanced Workflow
Design Grand GH
CD205
Lab: Creating Custom
Search Forms in WebLink
EDM206
Web Deployment Case
Studies Newport/RLP
ACT101
Overview of Laserfiche
Architecture Grand AB
CC206
Quick Fields in the Real
World Grand JK
Platinum 3-4
EDM351
Advanced Applied SDK
BPM107
Business Processes
CD109
Getting Started with
Laserfiche OC4
Grand CD
CD119
Introduction to WebLink
and Public Portal
BPM109
Workflow Grand F
La Jolla/LA
BPM151
Lab: Building Processes in
Laserfiche Forms Grand E
EDM106
Customer Story:
From Traditional to
Transformational with
Laserfiche OC1
EDM201
Repository Design
Essentials OC2
EDM206
Web Deployment Case
Studies Grand JK
Platinum 7-8
IG202
Lab: Implementing Records
Management, Part 1
Platinum 1-2
IG205
Troubleshooting Security
Platinum 9-10
VAR101
Implementing Agile Sales
OC3
Lunch 12:00 pm - 1:30 pm Platinum 5-6
ACE201 Persona Development, Folksonomy and Business Analysis for BPM, Part 1 Gold Key 1-2
BPM110 Lunch Q&A: Forms Marquis Northeast
BPM111 Lunch Q&A: Workflow Marquis Northwest
UG
Education, Financial and SLG ”Education,” “Financial” and “SLG” tables in Platinum 5-6
1:30 pm - 2:30 pm
ACE201
Persona Development,
Folksonomy and Business
Analysis for BPM, Part 2
16
Gold Key 1-2
ACT102
Platinum 3-4
ACT103
Basic Laserfiche
Troubleshooting Grand GH
Wednesday, January 15, 2014
ACT201
Backup and Recovery
Platinum 9-10
CC302
Capture and Classification
BPM101
Business Process
Strategies Marquis Northeast
CD103
What’s New in the
Laserfiche Suite Grand JK
BPM152
Lab: Designing Workflow
Business Processes
CD109
Getting Started with
Laserfiche Grand AB
Grand F
CD111
CC216
Advanced Metadata
EDM102
Implementation
Practices: Requirements
Gathering OC2
IG203
Lab: Implementing Records
Management, Part 2
EDM108
Customer Story:
Business Automation in
18 Months OC1
MP101
Integrate Laserfiche with
Anything—Really! OC4
EDM203
Effective Integration
Strategies Grand CD
Marquis Northwest
Platinum 1-2
UG101
Mid-Atlantic Newport/RLP
VAR108
Implementation and
Support Best Practices
OC3
2:45 pm - 3:45 pm
ACE202
Exploring the ECM Angle
to Business Process OC2
BPM102
Implementation Practices:
Diagramming Processes
CC154
The Power of Tokens in
Laserfiche Grand CD
CD251
Using the Laserfiche UI in
Your Integration Platinum 7-8
ACT151
Lab: Intermediate
Laserfiche Administration
Console Platinum 3-4
Marquis Northeast
CC208
Intermediate Quick Fields
IG101
Security Grand JK
ACT202
Lab: Laserfiche License
Manager Platinum 1-2
BPM106
Forms Grand AB
ACT204
Laserfiche Server
Troubleshooting
BPM112
Customer Story:
Company-Wide Workflow
Grand GH
OC1
BPM105
Forms Marquis Northwest
Platinum 9-10
CC212
Lab: Designing Faster
Sessions in Quick Fields
Grand F
CD113
MP102
Making Your Meeting
Paperless with
NovusAGENDA OC4
UG102
Central West Newport/RLP
VAR104
Onboarding and Training
Staff OC3
4:00 pm - 5:00 pm
ACT203
Tips and Tricks
for Administrators
BPM203
Lab: Intermediate
Workflow Design Grand F
CC210
Lab: Quick Fields 9
Marquis Northwest
BPM204
Workflow Integration
Strategies Platinum 9-10
CD121
Searching in Laserfiche
Grand AB
IG252
Lab: Transparent Records
Management Platinum 3-4
CC114
What’s New and What’s
Next in Quick Fields
CD123
Lab: Searching in
Laserfiche, Part 1
MP103
Email–Automation,
Workflow and Archiving OC4
Grand CD
Grand E
CC118
Customer Story: Quick
Fields v Workflow
Smackdown OC1
EDM151
Laserfiche Upgrades Done
Right OC2
UG103
California Newport/RLP
ACT206
Configuring and
Troubleshooting Web
Access, WebLink and
Mobile Grand GH
ACT207
Configuring and
Troubleshooting Laserfiche
Forms Grand JK
BPM103
Platinum 1-2
EDM210
Getting Started with the
SDK Platinum 7-8
VAR105
Customizing the
Presales-Built Demos OC3
Marquis Northeast
Special Event: NRG-ize 6:30 pm - 9:30 pm Marquis Ballroom
#empower14 17
Thursday, January 16, 2014
General Session 8:15 am - 9:30 am Marquis Ballroom
9:45 am - 10:45 am
ACE101
Integration: No More
Information Silos
CC204
The Power of Patterns in
Laserfiche Grand GH
CD251
Using the Laserfiche
UI in Your Integration
IG204
Lab: Auditing Your
Repository Grand E
Gold Key 1-2
CD107
Answers Marquis Northeast
Platinum 7-8
IG302
Advanced Topics in
Laserfiche Records
Management Grand JK
BPM107
Business Processes
Grand CD
CC104
MetadataGrand AB
CC108
CC110
Introduction to Quick
Fields Marquis Northwest
CD111
Lab: Getting Started
with Laserfiche, Part 1
Platinum 1-2
CD207
Lab: Configuring the
Laserfiche-SharePoint
Integration, Part 1
Platinum 3-4
EDM104
Customer Story:
Integrating Workflow
to Achieve Faster
Processing OC1
EDM209
Database Tuning and
Maintenance Platinum
9-10
EDM301
Improving Search
Efficiencies OC2
MP104
Paper Still Happens Even
in a Digital World OC4
UG104
Northeast
Newport/RLP
VAR102
Sell Laserfiche Rio to
(Almost) Everyone OC3
11:00 am - 12:00 pm
ACT205
Troubleshooting and
Debugging Workflow
BPM151
in Laserfiche Forms
CD117
Laserfiche’s Online and
Mobile Clients Grand AB
IG251
Digital Signatures
in Laserfiche
Grand CD
Grand F
BPM204
Workflow Integration
Strategies Grand GH
CD209
Lab: Configuring the
Laserfiche-SharePoint
Integration, Part 2
Marquis Northwest
BPM105
Forms Grand JK
BPM108
Workflow Beginner’s
Case Study
CC112
Quick Fields Grand E
Marquis Northeast
CD113
BPM115
Customer Story: Mapping
a Workflow Strategy OC1
Platinum 1-2
Platinum 3-4
EDM202
Designing Your Laserfiche
Environment OC2
EDM207
Topics in Web
Customization Platinum 7-8
MP105
Learning Management
System for Laserfiche and
Laserfiche Forms OC4
UG105
Texas Newport/RLP
VAR103
Build Your Value
Proposition OC3
ACT104
CC116
UG112
UG113
Lunch Q&A: Administration and Deployment Marquis Northeast
Lunch Q&A: Quick Fields Marquis Northwest
State and Local Government Newport/RLP
Education Gold Key 1-2
1:30 pm - 2:30 pm
18
ACE102
The Praxis of Process:
Accounts Payable and Case
Management Gold Key 1-2
BPM109
WorkflowGrand F
BPM201
Intermediate Laserfiche
Forms Grand GH
Thursday, January 16, 2014
CD203
1:30 pm - 2:30
pm
Lab: Customizing
BPM302
Connecting Workflow
to the World
CD115
Tips and Tricks
in Laserfiche
Marquis Northeast
Marquis Northwest
CC112
Quick Fields Platinum 1-2
CD119
Introduction to WebLink
and Public Portal Grand AB
CC208
CD125
Customer Story:
Optimizing Mobile
Strategy with Workflow
and Forms OC1
Grand CD
WebLink Platinum 3-4
EDM152
Implementing and
Supporting Highly
Available Systems OC2
IG151
Lab: Implementing
a Security Policy in
Laserfiche Grand E
MP106
Digital Signatures and
Laserfiche: The Future Is
Now OC4
UG106
Mideast Newport/RLP
VAR106
Lab: Setting Up the
Presales-Built Demo
Repository Platinum 7-8
2:45 pm - 3:45 pm
ACT102
CC154
The Power of Tokens in
Laserfiche Grand CD
CD151
Lab: Searching in
IG201
Best Practices in
Laserfiche Security
Platinum 1-2
CC214
Designing Sessions
for Improved Operator
Efficiency OC2
CD205
Lab: Creating Custom
Search Forms in WebLink
Grand GH
CC302
EDM204
Deployment Tips and
Tricks Platinum 9-10
CC152
Capture Strategies
CD105
Coming Attractions
in Laserfiche
Grand JK
Marquis Northwest
IG103
Customer Story:
Transparent Records
Management in Action OC1
BPM152
Business Processes
Grand F
BPM251
Advanced Laserfiche
Forms Marquis Northeast
Platinum 3-4
MP107
Lose the Paper with
Digital Forms and Tablet
Mobility OC4
UG107
South Newport/RLP
VAR107
Sales Best Practices OC3
4:00 pm - 5:00 pm
ACT102
Platinum 3-4
ACT207
Configuring and
Troubleshooting Laserfiche
Forms Platinum 9-10
ACT151
Lab: Intermediate
Console Platinum 1-2
ACT208
Lab: Install,
Configure and Administer
Distributed Processing
ACT201
Backup and Recovery
Grand E
Grand AB
ACT203
Tips and Tricks
for Administrators
Marquis Northwest
BPM114
Customer Story:
Streamline AP Processing
with Workflow OC1
BPM203
Lab: Intermediate
Workflow Design Grand F
EDM201
Repository Design
Essentials Grand CD
CC202
Capture Workflow
EDM205
Secure Deployment OC2
Grand JK
CC206
Quick Fields in the Real
World Grand GH
CD301
Using Advanced Search
Syntax Platinum 7-8
MP108
Enhance Your ECM System
with Cursive Handwriting
Recognition OC4
UG108
Pacific West Newport/RLP
BPM202
Intermediate Workflow
Design Marquis Northeast
Run Smarter® Awardees Meet & Greet Reception 5:00 pm - 6:30 pm Platinum 6
#empower14 19
Friday, January 17, 2014
VAR-Only General Session 8:30 am - 10:30 am Marquis Center & South
8:30 am - 9:30 am
ACT103
Basic Laserfiche
Troubleshooting Grand AB
CC108
CD111
Laserfiche, Part 1
ACT105
Leveraging Customer
Stories to Improve Your
Processes OC1
CC112
Quick Fields Grand E
Platinum 3-4
BPM104
CC216
Advanced Metadata
Marquis Northwest
Grand JK
EDM208
Top 10 Performance
Pitfalls Marquis Northeast
IG204
Lab: Auditing Your
Repository Platinum 1-2
MP109
Scanning into Laserfiche
Made Eze! OC4
EDM302
Advanced Topics in Web
Customization Platinum 7-8
9:45 am - 10:45 am
ACT151
Lab: Intermediate
Console Grand E
BPM151
in Laserfiche Forms
CD115
Tips and Tricks
with Laserfiche
EDM251
Creating Web Services
Grand F
Marquis Northwest
ACT 202
Lab: Laserfiche License
Manager Platinum 1-2
CC114
What’s New and What’s
Next in Quick Fields
IG102
Fundamentals of
Records Management
ACT204
Laserfiche Server
Troubleshooting Grand AB
Grand JK
EDM107
Customer Story:
Going Paperless
Enterprise-Wide with
Laserfiche OC1
BPM102
Implementation
Practices: Diagramming
Processes OC2
CC204
The Power of Patterns in
Laserfiche Grand GH
CD113
EDM204
Deployment Tips and
Tricks Platinum 9-10
Marquis Northeast
IG301
Advanced Topics in
Security Grand CD
UG109
Midwest Newport/RLP
Platinum 3-4
11:00 am - 12:00 pm
BPM106
Forms Grand GH
BPM301
Advanced Workflow
Design Marquis Northwest
EDM203
Effective Integration
Strategies Platinum 9-10
IG101
Security Grand CD
BPM113
Customer Story: Smart
Workflow Designs to
Grow Your Company OC1
CC106
Lab: Scanning in
Laserfiche Grand E
EDM207
Topics in Web
Customization
CC152
Capture Strategies OC2
Platinum 3-4
IG202
Lab: Implementing
Records Management,
Part 1 Platinum 1-2
EDM209
Database Tuning and
Maintenance Grand AB
MP110
Link Laserfiche and ESRI
with GeoDocs OC4
BPM152
Business Processes
Grand F
CD117
Laserfiche’s Online and
Mobile Clients
Marquis Northeast
EDM351
Platinum 7-8
20
Friday, January 17, 2014
BPM110 Lunch Q&A: Forms Marquis Northwest
EDM103 Lunch Q&A: Laserfiche Suite Marquis Northeast
UG113 User Group: Education “Education” tables in Platinum 5-6
UG User Group Leader Roundtable Newport Beach/RLP
1:30 pm - 2:30 pm
BPM201
Intermediate Laserfiche
Forms Grand GH
BPM203
Lab: Intermediate
Workflow Design
Platinum 7-8
BPM303
Workflow Scripting
and Custom Activities
Marquis Northwest
CC104
MetadataGrand JK
CC202
Capture Workflow OC2
CC212
Lab: Designing Faster
Sessions in Quick Fields
EDM206
Web Deployment Case
Studies Platinum 9-10
Grand F
EDM301
Improving Search
Efficiencies Grand CD
CD105
Coming Attractions
in Laserfiche
IG104
Customer Story: Securing
the Enterprise OC1
Marquis Northeast
IG151
Lab: Implementing
a Security Policy in
Laserfiche Platinum 3-4
CD123
Lab: Searching in
IG203
Lab: Implementing
Records Management,
Part 2 Platinum 1-2
MP111
Laserfiche in the New
SaaS, Hosted, Integrated
World OC4
UG110
Southeast Newport/RLP
2:45 pm - 3:45 pm
ACT208
Lab: Install, Configure
and Administer
Distributed Processing
BPM152
Business Processes
CD151
Lab: Searching in
IG201
Best Practices in
Laserfiche Security
Platinum 7-8
CC214
Designing Sessions
for Improved
Operator Efficiency
EDM302
Advanced Topics
in Web Customization
Marquis Northeast
Grand F
BPM101
Business Process
Strategies Grand GH
Marquis Northwest
Platinum 3-4
IG252
Lab: Transparent Records
Management Platinum 1-2
UG111
Canada Newport/RLP
#empower14 21
STOP BY THE USER REGISTRATION DESK TO:
} Learn More about regional user
groups and what they can do for you.
} Sign Up for a user group in your area.
} Register for our online user groups.
For questions about user group activities,
please contact Sherbet Medina at:
[email protected]
To stay up to date with year-round user
group activities, visit:
laserfiche.com/usergroups
Streamline your workload.
With a Fujitsu scanning solution, you can be more organized, efficient, secure and paper-free.
From the world’s fastest high-volume scanners, to easy-to-use scanners for desktop or mobile use,
Fujitsu has one for you. And integration with dozens of leading software providers assures you can
create robust and reliable solutions upon which to grow. See how easy it is to get your document
management up to date. Check out a Fujitsu scanning solution today.
Get more information @ www.fcpa.com
© 2013 Fujitsu Computer Products of America, Inc. All rights reserved.
24
Suggested Agendas
Recommended courses provide training around specific topics, from basic to more
advanced subject matter. For example, to get started as a Laserfiche administrator,
follow the recommended courses for New Administrator, which cover concepts from
creating users and implementing a security policy to creating a backup and recovery plan.
Recommended courses are suggestions only; you can take some or all of the
courses in any order.
By Role
These course offerings provide training that’s
tailored to specific job roles or functions.
`` New Laserfiche User
`` Experienced Laserfiche User
`` New Workflow User
`` Experienced Workflow User
`` Capture Specialist
`` Records Manager
`` New Administrator
`` Experienced Administrator
`` Troubleshooter
`` Integrator
By Goal
These course offerings will help you meet
specific goals.
`` Learn What’s New
`` Implementing User Tips
`` Automating a Business Process
`` Web Deployment
`` Implementation Best Practices
`` System Security
`` System Performance
`` Customizing the Web Experience
By Product
These course offerings provide training centered
on specific Laserfiche products.
`` Laserfiche Forms
`` Laserfiche Quick Fields
`` Laserfiche Workflow
#empower14 25
Suggested Agendas
By Role
New Laserfiche User
1
CD101
Overview of the Laserfiche Suite
2
CD109
Getting Started with Laserfiche
3
CD111
Hands-On Lab: Getting Started
4
CD113
Hands-On Lab: Getting Started
5
CD121
6
CD123
Hands-On Lab: Searching in Laserfiche, Part 1
7
CD104
Overview of Laserfiche Metadata
8
CD117
Laserfiche’s Online and Mobile Clients
Experienced
Laserfiche User
1
CD103
What’s New in the Laserfiche Suite
Go beyond the basics to learn
more about searching, metadata
and repository design.
2
CD115
Tips and Tricks with Laserfiche
3
CD151
4
EDM201
5
CC104
6
CC216
Advanced Metadata
Learn the basics of working
with Laserfiche.
26
Repository Design Essentials
Suggested Agendas
New Workflow User
Learn all about business process
design and how to get started
with Laserfiche Workflow.
1
BPM101
Business Process Strategies
2
BPM102
Implementation Practices: Diagramming Processes
3
BPM103
4
BPM107
Introduction to Laserfiche Business Processes
5
BPM108
Workflow Beginner’s Case Study
6
BPM109
Hands-On Lab: Getting Started with Workflow
7
BPM202
Intermediate Workflow Design
8
BPM203
Hands-On Lab: Intermediate Workflow Design
9
CC154
“
The Power of Tokens in Laserfiche
Participate in sessions that
demonstrate business process
solutions. Based on these case
studies, my organization created
a workflow for receiving and
approving mortgage applications.
”
—Colette Vienneau, Caisses Populaires Acadiennes
#empower14 27
Suggested Agendas
Experienced
Workflow User
Take your organization’s BPM
initiatives to the next level with
these intermediate and advanced
Laserfiche Workflow classes.
Capture Specialist
These classes provide an
overview of everything you
ever wanted to know about the
capture process.
28
1
BPM104
2
BPM107
3
BPM152
Hands-On Lab: Designing Workflow
Business Processes
4
CC154
5
BPM202
6
BPM203
7
CC204
8
BPM204
Workflow Integration Strategies
9
BPM301
Advanced Workflow Design
10
BPM302
Connecting Workflow to the World
1
CC102
2
BPM105
3
CC106
Hands-On Lab: Getting Started with Scanning
4
CC110
Introduction to Quick Fields
5
CC152
Capture Strategies
6
CC202
Capture Workflow
The Power of Patterns in Laserfiche
Introduction to Laserfiche Forms
Suggested Agendas
Records Manager
These classes will show you why
records managers love Laserfiche.
New Administrator
Learn the basics of
administering Laserfiche.
1
IG102
Fundamentals of Records Management
2
IG202
Hands-On Lab: Implementing Records
Management, Part 1
3
IG203
Management, Part 2
4
IG101
Introduction to Laserfiche Security
5
IG252
Hands-On Lab: Transparent Records Management
6
IG302
Advanced Topics in Laserfiche Records Management
1
CD101
2
ACT101
Overview of Laserfiche Architecture
3
ACT102
Hands-On Lab: Using the Laserfiche
4
CC104
5
IG101
6
IG151
Hands-On Lab: Implementing
a Security Policy in Laserfiche
7
IG201
Best Practices in Laserfiche Security
8
ACT201
Backup and Recovery
9
ACT103
Basic Laserfiche Troubleshooting
10
ACT202
Hands-On Lab: Laserfiche License Manager
#empower14 29
Suggested Agendas
Experienced
Administrator
1
ACT151
Go beyond the basics of
administering Laserfiche.
2
CC216
3
ACT202
4
IG201
5
IG205
6
ACT203
7
IG204
Hands-On Lab: Auditing Your Repository
8
IG251
Digital Signatures in Laserfiche
9
EDM151
Implementation Practices: Laserfiche
Upgrades Done Right
10
EDM204
Deployment Tips and Tricks
11
EDM208
Implementation Practices: Top 10
12
ACT208
Hands-On Lab: Install, Configure and
Administer Distributed Processing
13
IG301
30
Hands-On Lab: Intermediate
Laserfiche Administration Console
Advanced Metadata
Tips and Tricks for Administrators
Laserfiche Server Troubleshooting
Advanced Topics in Security
Suggested Agendas
Troubleshooter
Learn how to solve issues
that might arise with
Laserfiche products.
Integrator
Learn how to connect Laserfiche
with a variety of other systems.
1
ACT103
2
ACT203
3
ACT204
Troubleshooting and Debugging Workflow
4
ACT205
Configuring and Troubleshooting Web Access,
WebLink and Mobile
5
ACT207
Configuring and Troubleshooting
Laserfiche Forms
6
IG205
7
EDM208
8
EDM209
Database Tuning and Maintenance
9
EDM301
Improving Search Efficiencies
1
EDM203
Effective Integration Strategies
2
EDM210
Getting Started with the Laserfiche SDK
3
CD251
4
BPM204
5
CC302
6
BPM302
7
CD301
8
BPM303
Workflow Scripting and Custom Activities
9
EDM251
Creating Web Services with the SDK
10
EDM351
Using the Laserfiche UI in Your Integration
Capture and Classification with the SDK
Using Advanced Search Syntax
#empower14 31
Suggested Agendas
By Goal
Learn What’s New
For an update of all the new
Laserfiche capabilities, don’t
miss these classes!
“
1
CD103
2
CD107
Introduction to Laserfiche Answers
3
BPM104
4
BPM105
5
BPM106
What’s New in Laserfiche Forms
6
BPM107
7
CC114
What’s New and What’s Next in Quick Fields
8
CD105
Coming Attractions in Laserfiche
What I found most memorable about
Empower 2013 was the introduction and
overview of Laserfiche Forms. The ability
to easily create forms and then deploy
them within the organization is huge.
”
—Pete Otholt, Methodist Healthcare Ministries
32
Suggested Agendas
Implementing
User Tips
Learn from your peers by
attending these impressive case
study presentations.
1
ACT105
Leveraging Customer Stories
to Improve Your Processes
2
BPM108
3
BPM112
Customer Story: Company-Wide Workflow
4
BPM113
Customer Story: Smart Workflow Designs to
Grow Your Company
5
BPM114
Customer Story: Streamline AP Processing
with Workflow
6
BPM115
Customer Story: Mapping a Workflow Strategy
7
CC118
Customer Story: Quick Fields vs.
Workflow Smackdown
8
CC206
Quick Fields in the Real World
9
CD125
Customer Story: Optimizing Mobile Strategy
with Workflow and Forms
10
EDM104
Customer Story: Integrating Workflow
to Achieve Faster Processing
11
EDM105
Customer Story: Implementing Laserfiche
and Public Portal
12
EDM106
Customer Story: From Traditional
to Transformational with Laserfiche
13
EDM107
Customer Story: Going Paperless
Enterprise-Wide with Laserfiche
14
EDM108
Customer Story: Business Automation in 18 Months
15
EDM206
Web Deployment Case Studies
16
IG103
Customer Story: Transparent Records
Management in Action
17
IG104
Customer Story: Securing the Enterprise
#empower14 33
Suggested Agendas
Automating a
Business Process
If you’re new to business
process automation, be sure
to attend these classes for
tried-and-true BPM strategies.
Web Deployment
Learn how to reap the benefits of
using Laserfiche via the Internet.
34
1
BPM101
2
BPM102
3
BPM103
4
BPM104
5
BPM105
6
BPM106
7
BPM107
8
CC152
Capture Strategies
9
CC202
Capture Workflow
10
EDM201
1
EDM206
2
ACT205
Configuring and Troubleshooting Web Access,
WebLink and Mobile
3
ACT206
Configuring and Troubleshooting Laserfiche Forms
4
EDM205
Implementation Practices: Secure Deployment
5
ACT208
Hands-On Lab: Install, Configure and
Administer Distributed Processing
6
CD207
Hands-On Lab: Configuring the
Laserfiche-SharePoint Integration, Part 1
7
CD209
Suggested Agendas
Implementation
Best Practices
Led by Laserfiche’s own
professional services team, these
classes provide proven strategies
for improving your organization’s
Laserfiche implementation.
System Security
These classes will transform
you from a security novice to
an experienced pro.
1
EDM101
Implementation Practices: Project Management
2
EDM102
Implementation Practices: Requirements Gathering
3
BPM102
4
EDM151
Implementation Practices: Laserfiche
Upgrades Done Right
5
EDM202
Implementation Practices: Designing Your
Laserfiche Environment
6
EDM204
7
EDM205
8
EDM208
1
IG101
2
IG151
Hands-On Lab: Implementing a Security
Policy in Laserfiche
3
IG201
4
IG205
5
EDM205
6
IG204
7
IG301
#empower14 35
Suggested Agendas
System Performance
1
ACT101
2
EDM202
3
EDM208
4
EDM209
5
EDM206
6
EDM301
Customizing the
Web Experience
1
CD203
Hands-On Lab: Customizing WebLink
Learn how to customize your
Laserfiche web deployment to
meet your organization’s needs.
2
CD205
Hands-On Lab: Creating Custom Search
Forms in WebLink
3
CD251
4
CD301
5
EDM207
Topics in Web Customization
6
EDM251
7
EDM302
Advanced Topics in Web Customization
Learn how to optimize
the performance of your
Laserfiche system.
36
Suggested Agendas
By Product
Laserfiche Forms
Released at Empower 2013,
Laserfiche Forms is an e-forms
product that’s already having
an impact at hundreds of
organizations. Don’t miss your
chance to learn more!
Laserfiche
Quick Fields
Learn how Laserfiche Quick
Fields, a powerful capture
engine, will help you accelerate
the flow of useful information
across your organization,
reducing labor costs and
eliminating errors associated
with manual data entry.
1
BPM105
2
BPM106
3
CC108
Hands-On Lab: Designing Forms
in Laserfiche Forms
4
BPM151
Hands-On Lab: Building Processes
in Laserfiche Forms
5
BPM201
Intermediate Laserfiche Forms
6
BPM251
Advanced Laserfiche Forms
7
ACT207
Laserfiche Forms
1
CC110
2
CC114
3
CC112
Hands-On Lab: Getting Started with Quick Fields
4
CC210
Hands-On Lab: Quick Fields 9
5
CC154
6
CC204
7
CC206
8
CC208
9
CC212
Hands-On Lab: Designing Faster Sessions
in Quick Fields
10
CC214
Designing Sessions for Improved Operator Efficiency
#empower14 37
Suggested Agendas
Laserfiche Workflow
Learn how Laserfiche Workflow
will enable you to execute
repeatable processes in a
consistent manner across
your organization.
38
1
BPM103
2
BPM104
3
BPM108
4
BPM109
5
BPM152
Hands-On Lab: Designing
Workflow Business Processes
6
CC154
7
CC204
8
BPM202
9
BPM203
10
BPM204
11
BPM301
12
BPM302
13
BPM303
14
ACT204
#empower14
Course Information
Course Numbering System
The course numbering system indicates the difficulty
level of each course or lab:
100-level sessions are introductory and don’t
require prerequisite knowledge or experience.
200-level sessions are more advanced and
require general product knowledge or experience.
300-level sessions are for advanced users
and require product familiarity and experience.
Course Type Descriptions
Presentation
Learn from experts as they share information about
products, features and processes via slideshow or
product demonstration.
Hands-On Lab
Get interactive experience with Laserfiche
products, features, implementation and
configuration strategies.
#empower14 41
Track Descriptions
Courses at Empower 2014 are designated by a track and a number, such as CD101
or EDM204. Tracks are collections by topic, and numbers indicate the level of difficulty
of each session. Tracks include both presentation and lab courses.
Analysts, Consultants and Experts
ACE
ACT
Based on direct input from analysts, consultants and CIOs worldwide,
the Analysts, Consultants and Experts (ACE) program at Empower 2014
offers an exclusive agenda with the most cutting-edge, relevant ECM
content available. This intensive curriculum offers targeted information
and discussion of special relevance to experts in the ECM community.
This year’s agenda is structured according to three themes: innovation,
business process management and integration. Coverage on these priority
topics will focus on increasing business results through the use of ECM.
Administration, Configuration
and Troubleshooting
Administration, Configuration and Troubleshooting (ACT) courses
offer the knowledge required to perform a wide range of administrative
functions, such as managing users and licenses, creating backup and
recovery plans, and tailoring and troubleshooting Laserfiche products.
Business Process Management
BPM
Business Process Management (BPM) courses detail how Laserfiche
can be deeply integrated into your business processes to improve your
organization’s effectiveness, efficiency and ability to adapt to change
by automating repetitive tasks.
CC
42
Capture and Classification (CC) courses cover getting information into
your Laserfiche system and integrating it into your business processes
in the most efficient way possible: bringing documents into your
repository, filing them in the correct folder and ultimately putting
information into a context that is useful to people in your organization.
Track Descriptions
Content Delivery
CD
Content Delivery (CD) courses focus on the user perspective: how
information is presented to users in the Laserfiche system, including
how to access, store and convey information within the full range
of Laserfiche products.
Enterprise Deployment and Management
EDM
Enterprise Deployment and Management (EDM) courses provide
fundamental concepts for those who need to plan the deployment
or ongoing management of Laserfiche systems, from administrative
functions to business continuity requirements such as backup/recovery,
optimization and troubleshooting.
Information Governance
IG
Information Governance (IG) courses reflect the information
frameworks that can be implemented in a Laserfiche system to support
an organization’s regulatory, legal, risk and operational requirements,
as well as formal standards and strategies for records management.
MP
Marketplace/Partners (MP) courses examine specialized solutions
that extend the functionality of Laserfiche. They are presented by
members of the Laserfiche Professional Development Program, a
community of developers and integrators with decades of experience
with Laserfiche implementations.
User Group Meetings
UG
User Groups (UG) provide a forum for Laserfiche users to share tips and
tricks and find out what’s new! Leave with new relationships you can
benefit from all year long.
VAR
Value-Added Reseller (VAR) courses cover targeted solutions for
Laserfiche resellers looking to improve their reach in targeted vertical
markets, improve sales strategies and gain a competitive advantage.
#empower14 43
Session Details
ACE
Analysts, Consultants and Experts
ACE100
ACE102
INVITATION ONLY
The Praxis of Process: Accounts Payable
and Case Management
Innovation and ECM, Part 1
(Part 1 of 2)
When it comes to innovating in the rapidly evolving
world of ECM, Laserfiche delivers on high-impact,
high-performance capabilities. Join us for this
invitation-only executive session where senior staff
and development leadership will discuss:
`` Integrating innovation into the future
product roadmap.
`` ECM, BPM and social.
Two of the most high-value applications of ECM
and BPM are Accounts Payable (A/P) and Case
Management (CM). In this session we will:
`` Discuss the value achieved when building
a content-driven process.
`` Examine the flexibility of the A/P and
CM processes.
Melissa Henley | Director of Marketing Communications
Kimberly Samuelson | Director of ECM Strategy
ACE100
INVITATION ONLY
Thurs
Innovation and ECM, Part 2
Jan 16
1:30 pm
Gold Key 1-2
(Part 2 of 2)
When it comes to innovating in the rapidly evolving
world of ECM, Laserfiche delivers on high-impact,
high-performance capabilities. Join us for this
invitation-only executive session where senior staff
and development leadership will discuss:
`` Integrating innovation into the future
product roadmap.
`` ECM, BPM and social.
ACE101
Integration: No More Information Silos
Information is the lifeblood of enterprise systems.
In order to enable the free flow of information,
integrations are vital. Join us and our lively panel
of integration experts to discover how to:
`` Develop a systems view of your information.
`` Approach integration from a business perspective.
`` View your information as a portfolio of assets.
Moderator: Kimberly Samuelson | Director of
ECM Strategy
Thurs
44
Jan 16
9:45 am
Gold Key 1-2
ACE201
Persona Development, Folksonomy
and Business Analysis for BPM, Part 1
(Part 1 of 2)
One of the best ways to wring value from your
ECM system is to take advantage of the BPM
capabilities that Laserfiche offers. But how do
you start mapping your processes? Just how does
paper translate to process? Join us for a lively panel
discussion to learn how to:
`` Decide which processes will have a high impact
on your organization.
`` Develop user personas.
Note: Boxed lunches will be provided for attendees.
Christopher Wynder | Consulting Analyst,
Info-Tech Research Group
Wed
Jan 15
12:00 pm
Gold Key 1-2
Session Details
ACE201
Persona Development, Folksonomy
and Business Analysis for BPM, Part 2
(Part 2 of 2)
One of the best ways to wring value from your
ECM system is to take advantage of the BPM
capabilities that Laserfiche offers. But how do you
start mapping your processes? Just how does paper
translate to process? Join us for a lively panel
discussion to learn how to:
`` Decide which processes will have a
high impact on your organization.
`` Develop user personas.
ACE
ACE202
Exploring the ECM Angle to Business Process
Is process driving content or is content enabling
process? The integration of ECM and BPM provide
organizations with the ability to create high-impact
activities. This session will:
`` Provide industry-wide insight on the
assimilation of ECM and BPM.
`` Offer a range of value equations for
process development.
Mark Gilbert | Research Vice President, Gartner Wed
Jan 15
2:45 pm
Orange County 2
Christopher Wynder | Consulting Analyst,
Info-Tech Research Group
Wed
Jan 15
1:30 pm
Gold Key 1-2
“
A wise user told me that to gain support for
expanding Laserfiche to other departments
and processes, show people how it would
work—as opposed to telling them how it
could work—because it’s much simpler than
people imagine it will be.
”
—Roz Collins, City of Charlottesville, VA
#empower14 45
Session Details
ACT
Administration, Configuration and Troubleshooting
ACT101
ACT103
New to Laserfiche administration? Do you know the
difference between the volume and the database?
This presentation covers:
New to maintaining Laserfiche? If something goes
wrong, you’ll need to know where to start.
This course discusses:
`` Repository layout.
`` How Laserfiche components interact so you can
properly back up, troubleshoot and upgrade
your system.
`` The various components of Laserfiche.
`` How Laserfiche components interact to alert
you of a problem.
`` How to methodically troubleshoot your system.
Matthew Kelly | Software Test Engineer
Alex Huang | Manager of Technical Support
Wed
Jan 15
11:00 am
Grand AB
Wed
Jan 15
1:30 pm
Grand GH
Fri
Jan 17
8:30 am
Grand AB
ACT102
Hands-On Lab: Using the Laserfiche
ACT104
New to administering Laserfiche? This course
covers what you need to know to get a repository
up and running from an administrative perspective.
Attendees will:
Join our product experts for lunch! You
bring the questions about Laserfiche
administration and deployment, and our
technical and business implementation experts
will provide the answers, including:
`` Create a new repository.
`` Set up users and groups.
`` Create templates.
`` Tips and tricks.
`` Best practices.
`` Common mistakes and useful workarounds.
`` New product features to be aware of.
Kelsey Frost | Presales Engineer
Tues
Jan 14
2:45 pm
Grand F
Wed
Jan 15
1:30 pm
Platinum 3-4
Thurs
Jan 16
2:45 pm
Platinum 1-2
Thurs
Jan 16
4:00 pm
Platinum 3-4
46
Lunch Q&A: Administration and Deployment
Fei Wang | Technical Manager
Brian McKeever | Software Engineer
Jeffrey Russo | Solutions Engineer
Thurs
Jan 16
12:00 pm
Marquis Northeast
Session Details
ACT105
ACT202
Leveraging Customer Stories to Improve
Your Processes
Automating an entire business process may seem like
a daunting task, but you’re not alone. This class will:
`` Introduce you to the Laserfiche Solution Exchange.
`` Show you how to use customer stories to
streamline organization-wide business processes.
Joanna Slusarz | Technical Writer
Fri
ACT
Jan 17
8:30 am
Orange County 1
ACT151
Hands-On Lab: Intermediate Laserfiche
Have the basics of repository administration down?
Go beyond the basics to learn what more you can
do with the Administration Console, such as:
`` Field formatting and dynamic fields.
`` Advanced options for volumes.
Ege Ersoz | Presales Engineer
Wed
Jan 15
2:45 pm
Thurs
Jan 16
4:00 pm
Platinum 1-2
Fri
Jan 17
9:45 am
Grand E
Platinum 3-4
ACT201
Hands-On Lab: Laserfiche License Manager
Looking to roll out a Laserfiche Rio system?
The License Manager is the central component
used to activate products and allocate licenses
in the Laserfiche suite. In this lab you will:
`` Get started managing a Rio system.
`` Register and license the Laserfiche Server.
`` Add named user licenses for Active
Directory accounts.
Wed
Jan 15
2:45 pm
Platinum 1-2
Fri
Jan 17
9:45 am
Platinum 1-2
ACT203
Tips and Tricks for Administrators
Already know the basics of the Administration
Console? Come learn about:
`` Making your administrative tasks run smoother.
`` Features that can make life easier for both users
and administrators.
`` Tips and tricks to keep your repository humming.
Connie Anderson | Technical Writer
Justin Pava | Software Release Manager
Wed
Jan 15
4:00 pm
Marquis Northwest
Thurs
Jan 16
4:00 pm
Marquis Northwest
Backup and Recovery
When you entrust content to Laserfiche, you want
to be sure it will be available for its entire lifecycle,
no matter what happens. The only way to do that
is to make sure you’re backing everything up
correctly and can quickly restore it from backup.
In this course, you’ll learn how to:
`` Identify exactly what needs to be backed up.
`` Perform the backup efficiently.
`` Restore backups and get your information
back online.
ACT204
This course picks up where the ACT103: Basic
Troubleshooting course ends. It will teach you:
`` How the Laserfiche Server architecture interacts
with other products.
`` How the Server works and how to use that
knowledge to identify and resolve problems.
Shule Wong | Software Support Engineer
Zachary Buck | Presales Engineer
Wed
Jan 15
1:30 pm
Platinum 9-10
Thurs
Jan 16
4:00 pm
Grand AB
Wed
Jan 15
2:45 pm
Grand GH
Fri
Jan 17
9:45 am
Grand AB
#empower14 47
Session Details
ACT
ACT205
ACT207
Laserfiche Forms
This session will give you background information to
help you diagnose the types of problems you might
encounter with Laserfiche Workflow, including:
`` Identifying and solving workflow design issues.
`` Anticipating and avoiding problems during the
building process.
Miruna Babatie | Software Test Engineer
Wed
Jan 15
9:45 am
Grand JK
Thurs
Jan 16
11:00 am
Grand CD
This course will cover the considerations for
deploying Laserfiche Forms to a large organization
and will demonstrate how better planning will
yield better overall results. Topics include:
`` Strategies for making the deployment process
faster and more efficient.
`` Connecting Laserfiche Forms to Workflow.
`` Troubleshooting issues that arise during
installation and configuration.
Rob Misconin | Presales Engineer
ACT206
Web Access, WebLink and Mobile
Installing and configuring Laserfiche web
products requires that specific components and
configurations be present in the environment.
This course discusses common issues people
run into when:
`` Implementing Web Access, WebLink and
Laserfiche Mobile.
`` Preparing and configuring the environment.
`` Configuring Windows Authentication
with Kerberos.
Ryan Schooley | Software Test Engineer
Niqi Li | Software Test Engineer
Wed
48
Jan 15
4:00 pm
Grand GH
Wed
Jan 15
4:00 pm
Grand JK
Thurs
Jan 16
4:00 pm
Platinum 9-10
ACT208
Hands-On Lab: Install, Configure
and Administer Distributed Processing
One of the newest members of the Laserfiche family,
Distributed Processing enables server-side OCR for
the Laserfiche Client, Web Access and Workflow.
In this lab you will:
`` Get to know Distributed Processing.
`` Set up a server to perform distributed processing.
`` Distribute the load to numerous servers.
Eric Cressey | Technical Writer
Jeffrey Lym | Software Engineer
Thurs
Jan 16
4:00 pm
Grand E
Fri
Jan 17
2:45 pm
Grand F
Session Details
BPM
BPM101
BPM103
More and more, organizations large and small
are looking to realize efficiency, productivity and
financial gains from automating how they work
with information. This course will:
What is Laserfiche Workflow? What can it do for you?
This course will answer these questions and expand
your knowledge of Workflow’s capabilities. You’ll learn
how to:
`` Survey the business process options in the
Laserfiche suite.
`` Discuss how Laserfiche can help customers
automate their business processes.
`` Look at the concept of business process
modeling notation (BPMN) standards.
`` Increase efficiency with business process automation.
`` Use Workflow to increase your business
process productivity.
Aaron Jahoda | Sales Engineer
Tues
Jan 14
1:30 pm
Grand GH
Wed
Jan 15
1:30 pm
Marquis Northeast
Fri
Jan 17
2:45 pm
Grand GH
Joe Boyd | District Manager, Mid East
Jean-Michel Maldague | Solutions Engineer
Tues
Jan 14
2:45 pm
Grand AB
Tues
Jan 14
4:00 pm
Grand JK
Wed
Jan 15
4:00 pm
Marquis Northeast
BPM104
BPM102
This course will introduce you to the new
functionality in Laserfiche Workflow 9, including:
Diagramming Processes
The most efficient approach to automating business
processes starts with asking the right questions,
doing a thorough needs analysis and creating an
initial design or specification. This course will:
`` Show you how to break down your business
processes into finite steps.
`` Cover best practices for defining and
documenting process steps.
`` Teach you how to translate process steps into
Workflow business processes, Laserfiche Forms
processes and even Quick Fields sessions.
`` Activities that integrate workflows with
websites (via web services).
`` Enhanced business process activities.
`` New token functions to help you dynamically
configure your workflows.
Sarah Seene | Technical Writer
Wed
Jan 15
9:45 am
Grand CD
Fri
Jan 17
8:30 am
Grand JK
Jason Au Yong | Solutions Engineer
Wed
Jan 15
2:45 pm
Marquis Northeast
Fri
Jan 17
9:45 am
Orange County 2
#empower14 49
Session Details
BPM
BPM105
BPM107
Thinking about using Laserfiche Forms? About to
implement Laserfiche Forms? This class is for you!
This course covers:
Business processes in Laserfiche allow you to
automate the way that users perform sets of tasks
and actions. This class will show you how to:
`` Routing, interacting with and managing
information through web-based forms in
Laserfiche Forms.
`` How to manage business processes in
Laserfiche Forms.
`` Start workflows on a document from the
Laserfiche Client or Web Access.
`` Report on a workflow’s progress
(in the Client, Web Access and Workflow).
`` Notify business process participants of pending work.
Andrew Brown | Director of Business Development
Robert Gordon | Software Engineer
Elizabeth Cunningham | District Manager, Texas
Tues
Jan 14
2:45 pm
Grand CD
Tues
Jan 14
1:30 pm
Grand JK
Wed
Jan 15
2:45 pm
Marquis Northwest
Wed
Jan 15
11:00 am
Grand CD
Thurs
Jan 16
11:00 am
Grand JK
Thurs
Jan 16
9:45 am
Grand CD
BPM108
BPM106
This course presents the new features and
functionality of Laserfiche Forms 9.1, including:
Small, simple workflows can be tremendously
powerful! This course will:
`` Repository service tasks that let you move
documents to a Laserfiche repository.
`` Limited-access user accounts.
`` New reporting capabilities that allow you to
track business process instance results.
`` Survey easy-to-build workflows that keep your
repository organized and your organization
running smoothly.
`` Teach you how to build workflows that automatically
rename and file documents, synchronize metadata,
distribute shortcuts and much more.
Wed
Jan 15
2:45 pm
Grand AB
Fri
Jan 17
11:00 am
Grand GH
Jacob Seene | Software Engineer
Thurs
Jan 16
11:00 am
Marquis Northeast
BPM109
New to Laserfiche Workflow? This lab will get
you started automating your organization’s business
processes, with activities such as:
`` Route documents for approval.
`` Send email notifications.
Tues
50
Jan 14
1:30 pm
Grand F
Tues
Jan 14
4:00 pm
Grand E
Wed
Jan 15
11:00 am
Grand F
Thurs
Jan 16
1:30 pm
Grand F
Session Details
BPM
BPM110
BPM112
Lunch Q&A: Laserfiche Forms
Customer Story: Company-Wide Workflow
Join our product experts for lunch! You bring the
questions about Laserfiche Forms, and our technical
and business implementation experts will provide
the answers, including:
Come learn about how Laserfiche Workflow
has profoundly impacted this Costa Rican
telecommunication regulator’s business processes.
This customer story will cover:
`` Tips and tricks.
`` Best practices.
`` How Workflow promotes efficient interaction
with customer information and helps respond to
customer needs.
`` Successfully onboarding employees and realizing a
highly efficient, company-wide Workflow strategy.
Johnny Xie | Software Engineer
Joseph King | Sales Engineer
Natalia Coghi Ulloa
IT Project Manager, Superintendencia
de Telecomunicaciones
Wed
Jan 15
12:00 pm
Marquis Northeast
Fri
Jan 17
12:00 pm
Marquis Northwest
BPM111
Lunch Q&A: Laserfiche Workflow
questions about Laserfiche Workflow, and our
technical and business implementation experts will
provide the answers, including:
`` Tips and tricks.
`` Best practices.
Natalia works as a project
manager at SUTEL. For the last
three years, she has had the
opportunity to work in automating
processes and creating electronic
records, which has allowed
her to lead and work with
multidisciplinary teams to achieve the objectives
of these projects. Through the development
of different projects, she has gained a better
perspective of institutional needs and, therefore,
the ability to integrate information systems.
Wed
Jan 15
2:45 pm
Orange County 1
Ed Heaney | Software Engineer
Brett Hickinbotham | Sales Engineer
Wed
Jan 15
12:00 pm
Marquis Northwest
#empower14 51
BPM
Session Details
BPM113
BPM115
Customer Story: Smart Workflow Designs
to Grow Your Company
Customer Story: Mapping a Workflow Strategy
Though trained as a biologist, Doug Miller built most
of his organization’s 50+ workflows and business
processes. In this session, he will:
`` Share his secrets for highly effective workflow design.
`` Explain how he was able to revive the largest
association of its kind using Laserfiche Workflow.
Ready for Workflow but don’t know where to start?
Don’t miss out on this dynamic session by two
business practitioners as they share their
approach to:
`` Mapping a Workflow strategy.
`` Streamlining business operations by taking
their search-and-retrieval Laserfiche system
to the next level.
Doug Miller
Operations Manager,
Canadian Seed Growers’ Association
Doug Miller is a seed biologist, tech
junkie and Laserfiche addict. He is the
Operations Manager at the Canadian
Seed Growers’ Association. Follow
him on twitter at @millerdk03.
Fri
Jan 17
11:00 am
Orange County 1
BPM114
Customer Story: Streamline AP Processing
with Workflow
Join veteran government IT leader Dr. Sobie as he walks
you through how Eaton County improved county-wide
operational efficiency. This course will discuss:
Claire Maurer
AVP – Advisor Relations,
Girard Securities, Inc.
Claire Maurer began her career
with Girard in 2004 and has
been the firm’s AVP of Advisor
Relations since 2011. Claire
oversees Girard’s new accounts
processing area and works with
project management, training
and support for Girard’s technology platforms,
including Girard’s Laserfiche implementation,
where she integrates technology solutions with
workflow processes. Claire holds FINRA series
7, 63, 24 and 99 licenses and is a Laserfiche
Certified Professional in the areas of Buisness
Processing, Capture and Administration.
`` Automated business solutions.
`` Streamlining AP processing with Workflow.
Dr. Robert Sobie
Director of Information Systems,
Eaton County
Robert J. Sobie, Ph.D., is the Director
of Information Systems for Eaton
County, Michigan. During his 30 year
career in county government, he has
received several IT and public administration awards
in leadership, innovation and partnership. Robert
also serves as an instructor of public administration
in the School of Public Affairs and Administration
at Western Michigan University. He has published in
the International Journal of Technology, Knowledge,
and Society as well as in national and regional
publications on the topic of website accessibility.
Thurs
52
Jan 16
4:00 pm
Orange County 1
John Barragan
Chief Operating Officer,
John currently holds the position
of Chief Operating Officer with
Girard Securities, a San Diego
based broker-dealer and Registered
Investment Advisor. Girard has
over 300 licensed rep-advisors
with approximately $7 billion in
assets. John has 15 years of experience in financial
services, operations and technology management.
Thurs
Jan 16
11:00 am
Orange County 1
Session Details
BPM151
BPM
BPM201
Hands-On Lab: Building Processes
in Laserfiche Forms
Once you’ve built a form, plan how you’ll put the
information you gather to use. In this lab, you will:
`` Get familiar with the Laserfiche Forms
Business Process Modeler.
`` Route forms for review and approval.
`` Send notification about required work.
Intermediate Laserfiche Forms
Learn how to build better Laserfiche Forms
processes and customize the appearance of your
forms. This class will cover:
`` Using variables to create dynamic processes.
`` Customizing form layout and behavior using
JavaScript and CSS.
`` New objects and service tasks that will help
you build comprehensive process models.
Cathy Lee | Solutions Engineer
Tues
Jan 14
2:45 pm
Platinum 3-4
Wed
Jan 15
11:00 am
Grand E
Thurs
Jan 16
1:30 pm
Grand GH
Fri
Jan 17
1:30 pm
Grand GH
Thurs
Jan 16
11:00 am
Grand F
Fri
Jan 17
9:45 am
Grand F
BPM202
BPM152
Hands-On Lab: Designing Workflow
Business Processes
Take your workflows to the next level by
adding Laserfiche business process steps.
In this lab, you will:
`` Give participants instructions.
`` Track how long each participant takes.
`` Easily view a document’s history and status
within a process.
(Presentation version of BPM203)
Go beyond the basics of Laserfiche Workflow.
This course will help you:
`` Expand your knowledge of Workflow activities.
`` Build more interesting and complex workflows.
`` Learn about Conditional Parallel routing, iterating
with For Each activities and more.
Matt Ross | Software Test Engineer
Thurs
Jan 16
4:00 pm
Marquis Northeast
Wed
Jan 15
1:30 pm
Grand F
Thurs
Jan 16
2:45 pm
Grand F
Fri
Jan 17
11:00 am
Grand F
(Lab version of BPM202)
Fri
Jan 17
2:45 pm
Platinum 7-8
Go beyond the basics of Laserfiche Workflow.
BPM203
`` Expand your knowledge of Workflow activities.
`` Build more interesting and complex workflows.
`` Learn about Conditional Parallel routing, iterating
with For Each activities and more.
Wed
Jan 15
Thurs
Fri
4:00 pm
Grand F
Jan 16
4:00 pm
Grand F
Jan 17
1:30 pm
Platinum 7-8
#empower14 53
Session Details
BPM
BPM204
BPM302
Through the use of Laserfiche Workflow, it’s
possible to integrate with other systems using little
to no code. In this course, you will learn about:
Workflow 9 introduced new activities for expanding
the functionality of Workflow and, by extension,
your Laserfiche system. In this course you will learn:
`` Workflow activities for connecting Laserfiche
to other business applications.
`` Strategies for setting up these kinds of integrations.
`` Available options should you want or need
to add custom functionality.
`` Best practices for designing workflows that
communicate with other applications.
`` How to use the new activities for interacting
with web services.
`` Strategies for using Workflow as your point
of systems integration.
Wed
Jan 15
4:00 pm
Platinum 9-10
Thurs
Jan 16
11:00 am
Grand GH
Thurs
Jan 16
1:30 pm
Marquis Northeast
BPM303
BPM251
Advanced Laserfiche Forms
Take your knowledge of Laserfiche Forms to the
next level. In this session, we will cover:
Looking to expand the already powerful
functionality of Laserfiche Workflow? For those
wishing to push Workflow to new heights, this
course will cover:
`` Best practices for creating and maintaining
forms and processes.
`` Scripting and rules to customize your forms.
`` Connecting to Laserfiche Workflow.
Robert Gordon | Software Engineer
Wed
Jan 15
9:45 am
Platinum 9-10
Thurs
Jan 16
2:45 pm
Marquis Northeast
BPM301
This course is designed for expert Laserfiche
Workflow users, and will cover a variety of detailed
activities that require careful configuration to yield
great benefit to organizations. Attendees will learn:
`` New Workflow activities and when to use them.
`` Specific activities, such as Deadlines, Escalations,
Replicate Entries, Invoke Workflow and more.
Wed
Jan 15
11:00 am
Grand GH
Fri
Jan 17
11:00 am
Marquis Northwest
54
`` Options for expanding Workflow’s functionality.
`` When it makes sense to use scripting and what
you can do with scripts.
`` When it’s time to kick things up to the level of
custom activities.
Jacob Seene | Software Engineer
Fri
Jan 17
1:30 pm
Marquis Northwest
Session Details
CC
CC102
CC108
Hands-On Lab: Designing Forms in Laserfiche Forms
Laserfiche offers a variety of tools and methods for
gathering the content coming into your organization.
`` Define your capture requirements.
`` Determine which capture strategy fits your needs.
Ready to start building forms? In this lab you will:
`` Build forms to collect information.
`` Give your forms style.
`` Learn advanced options for forms layout.
Nell Thomas | Solutions Consultant
Roger Wu | Technical Writer
Tues
Jan 14
2:45 pm
Grand GH
Wed
Jan 15
9:45 am
La Jolla/LA
Tues
Jan 14
1:30 pm
Platinum 3-4
Tues
Jan 14
4:00 pm
Grand F
Wed
Jan 15
9:45 am
Grand E
Thurs
Jan 16
9:45 am
Grand F
Fri
Jan 17
8:30 am
Grand F
CC104
Metadata is a building block of your Laserfiche
repository that makes organizing and working with
documents easy. This course will introduce you to:
`` The types of metadata in your repository.
`` Adding information to your documents.
`` Adapting and using metadata to fit your needs.
Sierra Jahoda | Technical Writer
Thurs
Jan 16
9:45 am
Grand AB
Fri
Jan 17
1:30 pm
Grand JK
CC110
This presentation introduces Laserfiche Quick
Fields, a capture solution that:
`` Simplifies and automates the processing and
storage of documents.
`` Improves the efficiency of scanner operators.
Esther Chow | Account Manager
Misty Kalousek | Technical Writer
Wed
Jan 15
9:45 am
Grand AB
Thurs
Jan 16
9:45 am
Marquis Northwest
CC106
Hands-On Lab: Scanning in Laserfiche
You can’t use Laserfiche effectively if you can’t get
your documents into your repository. This class
demonstrates how to use the Laserfiche Scanning
component and will cover how to:
`` Scan documents using basic and standard
scanning modes.
`` Clean up and index your documents.
Jason Rothenberg | Presales Engineer
Wed
Jan 15
9:45 am
Grand F
Fri
Jan 17
11:00 am
Grand E
CC112
Hands-On Lab: Getting Started with Quick Fields
Laserfiche Quick Fields is an easy-to-use, automated
capture solution. This lab will show you how to:
`` Simplify the collection and storage of documents.
`` Automate data entry and document naming and filing.
`` Start processing documents using the
Quick Fields interface.
Thurs
Jan 16
11:00 am
Thurs
Jan 16
1:30 pm
Platinum 1-2
Fri
Jan 17
8:30 am
Grand E
Grand E
#empower14 55
Session Details
CC
CC114
CC118
Customer Story: Quick Fields vs.
Workflow Smackdown
This presentation introduces new features in
Quick Fields 9 and discusses forthcoming
developments, such as:
`` New token features and processes.
`` Extended scan source options to help ensure
maximum efficiency.
`` A preview of the Centralized Session Manager,
offering a web-based session management solution.
Let’s get ready to rumble! Join us for an entertaining
session as we discuss situations you’d encounter in
your workday, and when to use one product or the
other (or both!) to solve your dilemmas.
We’ll “battle it out” in the ring over:
`` When do you use Quick Fields?
`` When do you use Workflow?
`` When are they better together?
Carl Sykes | Software Engineer
Wed
Jan 15
4:00 pm
Grand CD
Fri
Jan 17
9:45 am
Grand JK
CC116
Lunch Q&A: Laserfiche Quick Fields
questions about Laserfiche Quick Fields, and our
`` Tips and tricks.
`` Best practices.
Carl Sykes | Software Engineer
Thurs
Jan 16
12:00 pm
Marquis Northwest
Amy Johnson
Deputy Commissioner of the
Revenue, Hanover County, VA
Amy is the Systems Administrator
for the Hanover County
Commissioner of the Revenue and
a Virginia Laserfiche User Group
Leader. She works at finding ways that Laserfiche
can make the office more efficient with Quick Fields
and Workflow and loves to educate others on using
Laserfiche to the fullest.
Michael Wells
Lead Analyst,
Chesterfield County, VA
Michael Wells is a Lead Computer
Analyst for Chesterfield County, VA,
where he designs, administers and
supports many systems including
Laserfiche. He has been the county’s Laserfiche
administrator for the last seven of his 20 years there.
He has extensive expertise on the IT side of working
with a Laserfiche system, along with most of the
tools such as Workflow and Quick Fields.
Wed
56
Jan 15
4:00 pm
Orange County 1
Session Details
CC152
CC204
Capture Strategies
Laserfiche offers a variety of tools and methods for
gathering the content coming into your organization.
Learn how to increase the level of automation and
efficiency in your Laserfiche system with pattern
matching. This course will survey pattern matching
in the Laserfiche suite and will focus on:
`` Define your capture needs.
`` Determine the best capture strategy possible to
efficiently make content available to everyone
who needs it.
Thurs
Jan 16
2:45 pm
Grand JK
Fri
Jan 17
11:00 am
Orange County 2
CC154
This course surveys the range of possibilities for
using tokens in Laserfiche Workflow to increase the
flexibility of your workflows. In this course, you’ll
learn how to use tokens to:
`` Simplify and redesign your current processes.
`` Build new workflows that will do more, faster.
Flavio Kuperman | Software Engineer
Wed
Jan 15
2:45 pm
Grand CD
Thurs
Jan 16
2:45 pm
Grand CD
CC202
CC
`` Creating regular expressions.
`` Defining field formats, extracting information
and sorting documents using patterns.
`` Creating more efficient and dynamic processes in
Laserfiche Workflow and Laserfiche Quick Fields.
Flavio Kuperman | Software Engineer
Thurs
Jan 16
9:45 am
Grand GH
Fri
Jan 17
9:45 am
Grand GH
CC206
Quick Fields has many powerful options for
processing scanned documents, and each
implementation has its own unique challenges.
Join this session for tips on getting Quick Fields up
and running, such as how to:
`` Determine what information should be
extracted from a document.
`` Configure processing tools to extract information.
`` Enhance images to ensure information is
extracted as accurately as possible.
Capture Workflow
The goal of capture workflow is to create a
capture strategy that is more efficient, requires
less oversight and forms an integral part of your
content management system. The course will
introduce you to:
Wed
Jan 15
11:00 am
Grand JK
Thurs
Jan 16
4:00 pm
Grand GH
`` The capture workflow philosophy.
`` How to evaluate existing capture processes
to improve efficiency.
`` The Laserfiche tools that help you achieve
maximum gains.
Thurs
Jan 16
4:00 pm
Grand JK
Fri
Jan 17
1:30 pm
Orange County 2
#empower14 57
Session Details
CC
CC208
CC214
Designing Sessions for Improved Operator Efficiency
Quick Fields has many tools to tackle tricky scanning
challenges and improve the speed and accuracy of
filing. This course will go beyond Quick Fields best
practices to cover:
This course will teach you how to optimize
Laserfiche Quick Fields for scanner operators.
Topics covered include:
`` New PDF functionality.
`` Tips for increasing OCR accuracy.
`` Pattern matching.
`` Laserfiche Capture Engine.
Wed
Jan 15
2:45 pm
Platinum 9-10
Thurs
Jan 16
1:30 pm
Grand CD
Thurs
Jan 16
2:45 pm
Orange County 2
Fri
Jan 17
2:45 pm
Marquis Northwest
CC216
Advanced Metadata
CC210
Familiar with the basics of Laserfiche metadata? This
class will take you a step further and teach you about:
Hands-On Lab: Quick Fields 9
Already familiar with Quick Fields? In this lab
you will:
`` Get to know the latest and greatest version
of Quick Fields.
`` Learn about new features and improvements.
`` Use new functionality like conditional processing.
Cathy Lee | Solutions Engineer
Wed
`` Using field constraints and field lookups to ensure
consistency in your repository.
`` Configuring operator security and options.
Jan 15
4:00 pm
Platinum 1-2
`` Advanced metadata features that help you store,
retrieve and work with information.
`` Dynamic fields, field constraints, automated version
tracking, tag watermarks, digital signatures and more.
Wed
Jan 15
1:30 pm
Marquis Northwest
Fri
Jan 17
8:30 am
Marquis Northwest
CC302
CC212
Hands-On Lab: Designing Faster Sessions
in Quick Fields
This course will help users with foundational
knowledge of Quick Fields get to the next level.
`` Maximize the efficiency, accuracy and speed
of Quick Fields sessions.
`` Get hands-on experience with tips and tricks.
`` Configure your sessions to run at maximum speed.
Wed
Jan 15
2:45 pm
Grand F
Fri
Jan 17
1:30 pm
Grand F
58
Capture and Classification with the SDK
This presentation will focus on how to use the
Laserfiche SDK for capture and classification tasks
and will cover how to:
`` Import through DocumentProcessor and
DocumentServices.
`` Use the new Client Automation Tools to generate
pages or scan documents.
`` Use ImportEngine as a method for importing data
into a repository via XML list files.
Robert Strickland | Software Engineer
Wed
Jan 15
1:30 pm
Platinum 7-8
Thurs
Jan 16
2:45 pm
Platinum 7-8
Session Details
CD
Content Delivery
CD001
CD103
Getting the Most Out of the Conference
You’ve arrived at Empower 2014, and now you
want to make the most of your time here. This
part-presentation, part-Q&A session will help
you make sure you:
This course presents an overview of new features in each
Laserfiche product over the last year. Products include:
`` Attend the best courses to suit your needs.
`` Know about and make use of all the technical
and solution resources available.
`` Take advantage of all networking opportunities.
`` Enjoy yourself completely.
Tammy Kaehler | Manager of User Education
Tues
Jan 14
4:00 pm
Grand CD
Wed
Jan 15
9:45 am
Orange County 3
`` The Laserfiche Client, Web Access, Mobile
and WebLink.
`` Laserfiche Workflow and Laserfiche Forms.
`` The Laserfiche SDK.
Tues
Jan 14
1:30 pm
Grand CD
Tues
Jan 14
4:00 pm
Grand GH
Wed
Jan 15
1:30 pm
Grand JK
CD105
Coming Attractions in Laserfiche
CD101
New to Laserfiche? About to implement Laserfiche?
This course will introduce you to:
Join various Laserfiche software engineers and
software test engineers as they show off new and
exciting features being worked on for future versions
of Laserfiche, including:
`` The new Laserfiche Mobile app for Android.
`` Laserfiche Answers.
`` The new, redesigned Laserfiche Web Access.
`` The Laserfiche suite.
`` Best-practice use cases.
Ken Meissner | Solutions Consultant
Ana Heydari | Account Manager
Tues
Jan 14
1:30 pm
Grand AB
Tues
Jan 14
2:45 pm
Grand JK
Tues
Jan 14
4:00 pm
Grand AB
Wed
Jan 15
9:45 am
Orange County 4
Note: These are demonstrations of future
capabilities and are not yet scheduled to be part
of any specific release.
Jeffrey Lym | Software Engineer
Julia Zhu | Project Manager
Thurs
Jan 16
2:45 pm
Marquis Northwest
Fri
Jan 17
1:30 pm
Marquis Northeast
#empower14 59
Session Details
CD
CD107
CD109
Introduction to Laserfiche Answers
Getting Started with Laserfiche
Take a look at our new online collaboration tool,
Laserfiche Answers, which allows members of a
community to share information by asking and
answering questions on a specific topic—anything
from business processes or solutions, to software
functionality, to troubleshooting or support.
We’ll cover:
(Presentation version of CD111)
`` The benefits of implementing a Q&A system in
your organization
`` Encouraging community collaboration with rich
social features. The benefits to your organization.
New to Laserfiche? This course will introduce
you to Laserfiche’s two primary client
applications: the desktop Client and Web
Access. This presentation includes:
`` An explanation of the Folder Browser and
Document Viewer.
`` Tips for navigating the software.
`` An overview of when each product is
most beneficial.
Thurs
Jan 16
9:45 am
Marquis Northeast
Wed
Jan 16
11:00 am
Orange County 4
Wed
Jan 16
1:30 pm
Grand AB
CD111
Hands-On Lab: Getting Started with
Laserfiche, Part 1
(Part 1 of 2. Lab version of CD109)
New to Laserfiche? Want to be more efficient in
your daily use of the software? This first of two
labs will cover:
`` Working with documents in the Laserfiche Client
and Web Access.
`` Using version control to collaborate on documents.
`` Applying metadata and annotations.
“
Success is no longer about
the number of employees
on your assembly line, it’s
about how fast you can
make your information
work for you.
”
—Nien-Ling Wacker,
Founder and CEO, Laserfiche
60
Tues
Jan 14
1:30 pm
Grand E
Wed
Jan 15
1:30 pm
Grand E
Thurs
Jan 16
9:45 am
Platinum 1-2
Fri
Jan 17
8:30 am
Platinum 3-4
Session Details
CD113
CD
CD117
Hands-On Lab: Getting Started with
Laserfiche, Part 2
New to Laserfiche? Want to be more efficient in
your daily use of the software? This second of two
labs will cover how to:
`` Work with folders and shortcuts in the
Folder Browser.
`` Tailor the Laserfiche system to your needs.
`` Get content into and out of Laserfiche.
Tues
Jan 14
2:45 pm
Grand E
Wed
Jan 15
2:45 pm
Grand E
Thurs
Jan 16
11:00 am
Platinum 1-2
Fri
Jan 17
9:45 am
Platinum 3-4
CD115
Laserfiche’s Online and Mobile Clients
In our increasingly mobile world, businesses and
organizations demand the ability to extend content
beyond the desktop. This course will cover:
`` Using Web Access as a tool for your remote and
mobile business needs.
`` Working with your documents via a web interface,
including scanning, OCR and integrating with
Microsoft Office.
`` Mobile options for connecting to your repository
and interacting with business processes.
`` Providing public, read-only access to your
published information via Laserfiche WebLink.
Thurs
Jan 16
11:00 am
Marquis Northwest
Fri
Jan 17
11:00 am
Marquis Northeast
CD119
Tips and Tricks with Laserfiche
This presentation will teach you time-saving tricks
and procedures to help manage documents flexibly
and efficiently in Laserfiche. Topics will include:
`` Searching tips.
`` Metadata features.
`` Shortcut modifications.
Thurs
Jan 16
1:30 pm
Marquis Northwest
Fri
Jan 17
9:45 am
Marquis Northwest
Introduction to Laserfiche WebLink and
Public Portal
Laserfiche WebLink is a user-friendly public
portal site providing read-only, online access to
documents. This session will introduce you to:
`` The various components and features of WebLink,
including the WebLink Designer, RSS feeds,
mobile view WebLink reporting and more.
`` Public portal licensing.
`` Tips and tricks for effective use of the product.
Robert Courtland | Account Manager
Brianna Blanchard | Software Test Engineer
Wed
Jan 15
11:00 am
La Jolla/LA
Thurs
Jan 16
1:30 pm
Grand AB
#empower14 61
Session Details
CD
CD121
CD125
Customer Story: Optimizing Mobile Strategy
with Workflow and Forms
(Presentation version of CD123)
Find just what you’re looking for in Laserfiche with
the software’s powerful search tools. This course
will teach you how to:
`` Pick the best search type to find just what
you need.
`` Search based on almost any information about
the document you want to find, including text,
metadata and properties.
`` Refine search options to make searches more
efficient and effective.
Learn how the University of Ha’il, the largest
university in northern Saudi Arabia, is saving
resources by using iPads and Laserfiche to create a
paperless document approval system. Come get a
behind-the-scenes tour by Dr. Alhaisoni, a renowned
scholar and business practitioner, as he discusses:
`` How to design and implement comprehensive
Workflow and Forms processes.
`` How mobile approvals have become a way of life
for university staff.
Majed Mohaia Alhaisoni, PhD
Wed
Jan 15
4:00 pm
Grand AB
CD123
powerful search tools. This lab will teach you how to:
`` Pick the best search type to find just what you need.
`` Search based on almost any information about
the document you want to find, including text,
metadata and properties.
`` Customize searches to make retrieval easy
and efficient.
Tues
Jan 14
Wed
Fri
62
Assistant Professor and Dean,
College of Computer Science and
Engineering, University of Ha’il
4:00 pm
Platinum 3-4
Jan 15
4:00 pm
Grand E
Jan 17
1:30 pm
Grand E
Dr. Majed Alhaisoni is the Dean of
IT and e-Learning at the University
of Ha’il, where he is responsible
for leading, managing, developing
and implementing IT services and
infrastructure that have pushed
the transition into a paperless digital university.
Dr. Alhaisoni also serves as the Acting Dean of
the College of Computer Science and Engineering,
where he leads academic development and research
activities. His research has been published in
international journals and has been honored at
several conferences with best paper awards for
his distinguished work in key areas of computer
science and networking.
Thurs
Jan 16
1:30 pm
Orange County 1
Session Details
CD
CD205
CD151
powerful search tools. This lab goes beyond basic
searching to offer tips for using often-overlooked
searching tools and options. This lab will teach you
how to:
`` Refine search options and results to make
searches more efficient and effective.
`` Customize quick searches.
`` Improve overall search efficiency to yield
faster results.
Thurs
Jan 16
2:45 pm
Grand E
Fri
Jan 17
2:45 pm
Grand E
Hands-On Lab: Creating Custom Search Forms
in WebLink
Once you have Laserfiche WebLink configured to
share documents with the public, you may want to
configure focused searches for those users. This lab
will teach you how to:
`` Use the WebLink Search Form Designer.
`` Expand search functionality in a user-friendly way.
`` Make your content as easy to find as possible.
Wed
Jan 15
11:00 am
Platinum 3-4
Thurs
Jan 16
2:45 pm
Platinum 3-4
CD203
Hands-On Lab: Customizing WebLink
Whether it’s making public records available to your
citizens or providing access for customers who need
to see their files, Laserfiche WebLink is the tool
you need for distributing your documents via the
Internet. This session covers:
`` Customizing the interface with the WebLink Designer.
`` Making WebLink look and feel like your website.
`` Changing the functionality to meet your users’ needs.
Wed
Jan 15
9:45 am
Platinum 3-4
Thurs
Jan 16
1:30 pm
Platinum 3-4
#empower14 63
Session Details
CD
CD207
CD251
(Part 1 of 2)
Combine the power of the Laserfiche content
management system with SharePoint 2010’s
collaboration portal functionality. This first of
a two-part lab will:
`` Introduce you to the Laserfiche-SharePoint
integration.
`` Set up the Laserfiche Web Part to view content
within SharePoint.
`` Set up the Search integration for federated
searching of Laserfiche and SharePoint content.
Note: This lab will use a unique virtual machine that
is not distributable. Attendees will use provided lab
machines to participate.
Thurs
Jan 16
9:45 am
Platinum 3-4
CD209
(Part 2 of 2)
Combine the power of the Laserfiche content
management system with SharePoint 2010’s
collaboration portal functionality. This second of
a two-part lab will:
`` Archive SharePoint content in the
Laserfiche system.
`` Set up the Records Center integration.
Note: This lab will use a unique virtual machine that
is not distributable. Attendees will use provided lab
machines to participate.
Thurs
64
Jan 16
11:00 am
Platinum 3-4
One common method of integration is displaying
content stored in Laserfiche within another
application. This class highlights:
`` Bridging the gap between Laserfiche and
other software products.
`` Customizing Laserfiche to work seamlessly
with your integrations.
`` Repurposing the Laserfiche UI for easier
integration deployment.
Robert Strickland | Software Engineer
Wed
Jan 15
2:45 pm
Platinum 7-8
Thurs
Jan 16
9:45 am
Platinum 7-8
CD301
This course is for power-searchers, administrators
or anyone who needs to configure searches for
others in their organization. You will:
`` Learn Laserfiche Advanced Search Syntax and how
it can expand on standard search functionality.
`` Get ideas about how to use it with modules
like Quick Fields and Workflow.
`` Learn how to add search functionality to your
SDK-based projects.
Andrew Schoonmaker | Software Engineer
Wed
Jan 15
9:45 am
Platinum 1-2
Thurs
Jan 16
4:00 pm
Platinum 7-8
Session Details
EDM
Enterprise Deployment and Management
EDM101
EDM103
Implementation Practices: Project Management
Lunch Q&A: Laserfiche Suite
Implementing a large Laserfiche system through
multiple phases can be complicated and requires
proper planning. This course will use real-world
examples and experiences to address:
Join our product experts for lunch! You bring
the questions about the Laserfiche suite, and our
`` Using project management principles and
standards to meet aggressive deadlines
with milestones.
`` Preventing scope creep and cost increases.
`` Tips and tricks.
`` Best practices.
Jonathan Powers | Project Manager
Pieter Nauta | Manager of Training
Wed
Jan 15
9:45 am
Orange County 2
Fri
EDM102
Jan 17
12:00 pm
Marquis Northeast
Implementation Practices: Requirements Gathering
Before beginning work on a Laserfiche system, it’s
imperative that system requirements are properly
communicated between those who will use the
system and those who will build it. This course will:
`` Outline a typical meeting to gather requirements
for a Laserfiche software implementation.
`` Address the information both the service provider
and customer need to be prepared with.
`` Discuss how to run the meeting itself and what
deliverables are expected.
`` Highlight how the requirements gathered here
affect the lifetime of a project.
Joyce Lin | Solutions Engineer
Wed
Jan 15
1:30 pm
Orange County 2
“
Take advantage of the
various social settings
to network with others.
It’s amazing when you
share your experiences
and discover how
similar your job, needs
and problems are. Who
knows, you might have
solutions to share!
”
—Faron Kraemer, Associated Grocers
#empower14 65
EDM
Session Details
EDM104
Kim Porter
Records & Project Manager,
Washington Student Achievement
Council (WSAC)
Customer Story: Integrating Workflow
to Achieve Faster Processing
WSAC helps families in Washington state save for
college by using Laserfiche Workflow. This course
will cover:
`` Responsive customer service and timely
processing of financial aid via Workflow processes.
`` Integration points that helped WSAC achieve
quicker processing.
`` WSAC’s plans for total interagency
communication coordinated through Laserfiche.
David Mitchell
Chief Technology Officer,
Council (WSAC)
David has over 20 years in IT
where he’s worked in many roles,
including system administrator,
database administrator, software
developer and manager. He is
currently the Chief Technology
Officer for the Washington Student Achievement
Council, where he’s responsible for the overall
technology support, planning and development
required to support the agency’s financial aid
delivery systems.
Shakib Kamal
Solutions Architect,
Council (WSAC)
As Solutions Architect for the
Guaranteed Education Tuition
Program, Shakib is responsible
for all architectural and technical
decisions for the account holder
pages. His job includes knowing all
functional systems provided by the College Savings
Systems (Banner) for the 529 plan. He acts as
Project Manager as well as Lead Software Engineer.
66
Kim has more than 10 years of
experience in records management.
All positions she has held have
included converting paper files into
electronic images. She is currently
the Records & Project Manager for
the GET Program, where she is primarily
responsible for the administration of Laserfiche,
Workflow and Quick Fields.
Thurs
Jan 16
9:45 am
Orange County 1
EDM105
Customer Story: Implementing Laserfiche
and Public Portal
The economic downturn has driven city governments
across the nation to create effective and agile
approaches to serving their citizens, even an affluent
city like Newport Beach. This course will cover:
`` How the city’s IT leaders efficiently migrated
from a legacy information management
system to Laserfiche.
`` How they set up a public portal to ensure
information transparency.
Rob Houston
Assistant to the City Manager/
IT Manager, City of Newport Beach
Rob Houston is the Assistant to the
City Manager and the head of the IT
Department for the City of Newport
Beach. He has a diverse 22 year
public sector career, including time working at the
federal and state level in Canada, working for the City
of Carlsbad, California, and spending the last three
years at the City of Newport Beach. He is leading
IT’s strategic effort to refresh the city’s hardware and
software platforms in order to empower staff and city
customers with the benefits of up-to-date technology
The city’s Laserfiche project is one of these upgrades
set to improve the efficiency and transparency of the
city’s document use.
Session Details
Vilasinee Kiatkwankul (Faz)
Senior IT Analyst,
City of Newport Beach
Vilasinee Kiatkwankul (Faz) has
been a Senior IT Analyst for the
City of Newport Beach since
1998. She has a Bachelor’s degree
in Computer Science and an M.B.A. from the
University of Illinois at Urbana-Champaign.
She has maintained the city’s ERP system for the
last 15 years. She was one of the pioneers who
launched Laserfiche in the city. She has converted
more than 160,000 building plans and permits from
the old document imaging system into Laserfiche.
Ivan Juarez
IT Specialist III,
City of Newport Beach
Ivan Juarez has been an IT
Specialist III for the City of
Newport Beach since 2007. He has
a Bachelor’s degree in Management
Information Systems from San Jose State
University. He has managed the city’s software
deployment vault for the last five years. He helped
develop the city’s Laserfiche network and security
access architecture.
Wed
Jan 15
9:45 am
EDM
EDM106
Customer Story: From Traditional to
Transformational with Laserfiche
Successful change management requires dynamic
leadership and effective project management.
This course will cover:
`` How NorthStar transformed a traditional
financial firm through Workflow and Forms.
`` Proven tactics for initiating a Laserfiche project
that everyone in your organization can embrace.
Jim Anderson
Chief Systems Officer,
NorthStar Financial Services
Group, LLC
Jim Anderson joined CLS, a
subsidiary of NorthStar Financial
Services Group, as an Inside
Sales Consultant in December
2003. Before joining the firm,
Mr. Anderson held numerous
positions in sales and operations management.
In 2004, Mr. Anderson was given additional
responsibilities as Director of Inside Sales and
Customer Service. In 2009, he took over as Chief
Systems Officer, a role in which he’s responsible
for seeking integration opportunities and driving
innovation in CLS processes and systems.
Orange County 1
Wed
Jan 15
11:00 am
Orange County 1
#empower14 67
Session Details
EDM
EDM108
EDM107
Customer Story: Going Paperless
Enterprise Wide with Laserfiche
Customer Story: Business Automation
in 18 Months
Want to learn the secret to a completely paperless
operation? This course will discuss:
In just 18 months, this fast-growing school district
implemented automated workflows and forms that
impact nearly 6,000 employees and more than
60 separate offices, campuses and facilities. In this
course, you will learn:
`` Taking a school district from paper-overload
to paper-less.
`` Implementing more than 200 electronic
forms and workflows across 18 departments
and 20 campuses.
Adam Galvan Jr.
Technology Director, Edgewood ISD
Adam Galvan Jr. is Director
of Technology at Edgewood
Independent School District (EISD).
His thirteen years of experience
in the technology field include
cable tech, computer tech, wireless
tech, project manager, hardware
specialist, system specialist,
network systems administrator, assistant director
and now director of technology. Since joining EISD
in 2010, he’s expanded the use of Laserfiche from
the HR department to all departments, and his next
project is taking all forms paperless.
`` How district-wide changes were made possible by
using Laserfiche.
`` Why Workflow is the core component of Bob’s
enterprise information management strategy.
Bob Allen
Director—Business Applications and
Process, Frisco ISD
Bob Allen is a 31 year information
technology and business process
professional. A 1982 graduate of
Southern Ohio College, Bob spent
29 years working with Fortune
500 companies while at Electronic
Data Systems/HP, before joining the
Frisco Independent School District as the Director
of Business Applications and Process in 2010.
Wed
Fri
Jan 17
9:45 am
Jan 15
1:30 pm
Orange County 1
Orange County 1
EDM151
Implementation Practices: Laserfiche Upgrades
Done Right
Planning on upgrading to the latest and greatest
version of Laserfiche? Expanding your system to
include new modules? Come get notes and tips about:
`` Upgrading from Laserfiche United to
Laserfiche Avante or Laserfiche Rio.
`` Adding new users, products and features
to a Laserfiche Rio master license.
`` Upgrade best practices.
Kacy McKibben | PSG Team Lead
Wed
68
Jan 15
4:00 pm
Orange County 2
Session Details
EDM201
EDM
EDM203
Effective Integration Strategies
Join us to discuss best practices for repository
structure, folder and document naming conventions,
and metadata use that will yield a clean and efficient
repository that is easy for your organization’s staff to
use. This course provides:
Many Laserfiche integrations exist, such as viewing
Laserfiche from a billing system, updating a student
database with Laserfiche metadata and importing
content from a mapping system. This course will:
`` Guidelines for automation and other tools to
create a good structure during setup.
`` Strategies for reorganizing a system that has
outgrown its original design.
`` Examine the different types of integrations.
`` Put integrations in context for both the software and
the users’ needs.
`` Provide recommendations for developing the
most efficient, cost-effective and useful integration
strategies.
Alan Chan | Presales Engineer
Note: Code will not be shown.
Wed
Jan 15
11:00 am
Orange County 2
Thurs
Jan 16
4:00 pm
Grand CD
EDM202
Wed
Jan 15
1:30 pm
Grand CD
Fri
Jan 17
11:00 am
Platinum 9-10
EDM204
Spreading components of the Laserfiche Server
across multiple servers? This session will answer
your questions about hardware allocation and
general set up, and will cover:
Have questions on the best way to roll out a new
system or upgrade an older one? This presentation
will cover:
`` Recommendations for repository components
and Laserfiche modules.
`` Best practices for running Laserfiche as
efficiently as possible.
`` See examples of the setup used at the
Laserfiche corporate headquarters.
`` Practical considerations, including custom
and unattended installations.
`` Optimal user management.
`` Configuring site-wide defaults.
`` Information about deploying Laserfiche Avante
and Laserfiche Rio.
Nitin Savant | Solutions Engineer
Thurs
Jan 16
11:00 am
Orange County 2
Thurs
Jan 16
2:45 pm
Platinum 9-10
Fri
Jan 17
9:45 am
Platinum 9-10
#empower14 69
Session Details
EDM
EDM205
EDM207
Topics in Web Customization
Deploying a secure solution extends beyond the
way you configure security within Laserfiche.
Depending on your system, there may be a number
of environmental factors to address. This course
will discuss:
The user interfaces of both Laserfiche WebLink and
Laserfiche Web Access can be tailored to suit your
organization’s needs. This course will cover:
`` Securely deploying Laserfiche Rio and
Laserfiche Avante.
`` Securing the file server(s) and communication
between clients and servers.
`` How Laserfiche components interact with their
hardware and with each other.
`` Strategies for making sure your entire
system is secure.
Kristen Lindbergh | Solutions Engineer
Thurs
Jan 16
4:00 pm
`` The basics of Laserfiche web UI modification.
`` Customizing the look and feel of WebLink via the
WebLink Designer and ASPX.
`` Changing styles and hiding options in Web Access.
Note: Knowledge of HTML, ASP.NET, CSS and/or
JavaScript is helpful, but not required.
Ken Leung | Software Engineer
Thurs
Jan 16
11:00 am
Platinum 7-8
Fri
Jan 17
11:00 am
Platinum 3-4
Orange County 2
EDM208
Top 10 Performance Pitfalls
EDM206
The flexible nature of Laserfiche web products
means they can be deployed in a variety of
scenarios. In this session, we will discuss:
`` Different types of access, from internal and
external to mobile and public portal.
`` Authentication method options.
`` Load balancing for improved user experience. Brian McKeever | Software Engineer
Wed
Jan 15
11:00 am
Newport/RLP
Fri
Jan 17
1:30 pm
Platinum 9-10
70
Ensuring your Laserfiche solution meets your
performance requirements is as important as the way
you’ve designed your solution and requires the same
level of attention. This class will help you:
`` Develop strategies for monitoring performance
and keeping your Laserfiche Server running as
fast as possible.
`` Learn best practices for avoiding bottlenecks
with Workflow.
`` Become familiar with design choices that could
slow things down.
Maggie Rogers | PSG Team Lead
Wed
Jan 15
9:45 am
Newport/RLP
Fri
Jan 17
8:30 am
Marquis Northeast
Session Details
EDM209
EDM211
Implementing and Supporting Highly
Available Systems
Laserfiche relies heavily on the backend database
to perform a variety of functions, so making sure
your database is performing well is an important
step in ensuring your overall Laserfiche solution
is performing as expected. This course provides
an overview of:
`` How Laserfiche usage impacts the database.
`` How to identify bottlenecks that may be
impacting database performance.
`` Strategies, hardware recommendations and
configuration options to optimize performance
based on your specific needs.
Organizations deploying document management
solutions in mission-critical situations require
strategies for keeping systems online in the event of
hardware failures and other disasters. This session
will address how to provide high availability and
quick recovery in the event of a disaster using:
`` Clustering.
`` Virtualization.
`` Off-site mirroring.
Dave Chen | Manager of IT
Thurs
Thurs
Jan 16
9:45 am
Fri
Jan 17
11:00 am
Platinum 9-10
Grand AB
EDM210
Getting Started with the Laserfiche SDK
Laserfiche provides a number of ways to access the
system programmatically, offering different tools
for different jobs. This course will help you get
started with integrations and is a good technical
complement to CD203: Effective Integration
Strategies. It provides an overview of:
`` Fundamental concepts about building
an integration.
`` Tools available in the Software
Developer Kit (SDK).
`` What SDK tools can do and when it makes
sense to use them.
Wed
Jan 15
4:00 pm
EDM
Jan 16
1:30 pm
Orange County 2
EDM251
While standardized architecture is a good
goal, mixed platforms are the reality for most
organizations. Instead of writing multiple
integrations to meet the different requirements of
multiple SDKs, use web services. Topics include:
`` Creating an integration framework that can be
accessed by all of your business applications.
`` Strategies and recommendations for creating
a web service.
`` Examples of enterprise integration using the
Laserfiche SDK.
Mike Yip | Software Engineer
Wed
Jan 15
9:45 am
Platinum 7-8
Fri
Jan 17
9:45 am
Platinum 7-8
Platinum 7-8
#empower14 71
Session Details
EDM
EDM301
EDM351
This course is for administrators interested in
search performance and indexing efficiency.
You will learn:
Most organizations use the Laserfiche SDK to
develop integrations and custom programs on top
of the Laserfiche platform, but there are other ways
to use the functionality it provides. This course will
focus on:
`` The difference between database and full-text
searches, and how to optimize both.
`` How to get the most from the full-text search
and indexing engine.
`` Troubleshooting, indexing best practices,
benchmarking and time estimation.
`` How to balance indexing with search
retrieval performance.
Barna Zajzon | Software Engineer
Thurs
Jan 16
9:45 am
Orange County 2
Fri
Jan 17
1:30 pm
Grand CD
EDM302
Advanced Topics in Web Customization
This course will cover advanced customization
options for both Laserfiche Web Access and
Laserfiche WebLink. Familiarity with ASP.NET
is beneficial. Topics include:
`` Creating custom menus and toolbar items
(Web Access).
`` Creating and deploying a custom login module
(Web Access).
`` Custom URL integrations and custom URL
syntax (Web Access and WebLink).
Ken Leung | Software Engineer
Fri
Jan 17
8:30 am
Platinum 7-8
Fri
Jan 17
2:45 pm
Platinum 3-4
72
`` Using the SDK libraries for the
experienced programmer.
`` Examples and ideas for experienced
SDK programmers.
`` Tips and advice from a senior member of
the Laserfiche Development team.
Wed
Jan 15
11:00 am
Platinum 7-8
Fri
Jan 17
11:00 am
Platinum 7-8
Session Details
IG
Information Governance
IG101
IG103
Customer Story: Transparent Records
Management in Action
New to security in Laserfiche? This course gives an
overview of Laserfiche security and discusses the
available options. This course is recommended as
preparation for IG151: Hands-On Lab: Implementing
a Security Policy in Laserfiche, and will cover:
`` Basic concepts in Laserfiche security.
`` How administrators can control system
functionality, grant administrative privileges and
hide metadata fields.
`` Folder-level security for granular control
over user rights.
Wed
Jan 15
2:45 pm
Grand JK
Fri
Jan 17
11:00 am
Grand CD
IG102
Fundamentals of Records Management
Before you can manage your records efficiently or
use Laserfiche RME to help simplify the process,
you have to speak the language. If you’re new
to records management, this course should be
considered a mandatory prerequisite before you
attend any of the other courses related to Laserfiche
records management as this course teaches:
“Trust me, you will love it!” Come learn why
Maureen Reynolds loves transparent records
management, as she discusses how:
`` Implementing TRM saved Tompkins County
$5.5 million.
Maureen Reynolds
Deputy County Clerk,
Tompkins County
Maureen has worked for the
Tompkins County Clerk’s Office
for 21 years. The County Clerk’s
Office handles all land and court
documents for Tompkins County. Maureen also
serves in the role of Records Management Officer.
She has extensive experience with document
management systems and grant writing; she has
been a grant reviewer for the NYS Archives; and
she generally “plays well with others,” which
has allowed her to work well with 29 county
departments—and now, through a shared services
approach, with 13 municipalities in the county.
Thurs
Jan 16
2:45 pm
Orange County 1
`` Fundamental concepts and vocabulary associated
with records management.
`` How to start using Laserfiche to manage
your records.
Wed
Jan 15
9:45 am
Grand GH
Fri
Jan 17
9:45 am
Marquis Northeast
#empower14 73
Session Details
IG
IG104
IG151
Customer Story: Securing the Enterprise
Hands-On Lab: Implementing a Security Policy
in Laserfiche
As Nigeria’s CIA equivalent, DSS has an especially
high demand for quick, secure access to mission
critical records. Get a sneak peek into the
functioning of a highly secure system.
This course will cover:
`` How Laserfiche is used to house more than
2.1 million documents.
`` DSS’s plans to expand its Laserfiche
implementation to store 35 million documents.
Joseph Uworuya
Director of Technical Services,
Department of State Services (DSS),
Asokoro, Abuja
Engineer Joseph Onaiwu Uworuya
is currently the Director Technical
Services (DTS) of the Department
of State Services (DSS).
DSS, also known as the State
Security Service (SSS), is the
primary domestic intelligence agency of Nigeria.
It is responsible for intelligence gathering within
the country and for the protection of senior
government officials, particularly the President
and state governors.
Engineer Joseph Onaiwu Uworuya is a graduate
of University of Abuja with a BSc degree in
Political Science. He worked for RCN Nigeria from
1982 – 1984 and Nigeria Security Organization
(now Department of State Services) ever since.
Fri
74
Jan 17
1:30 pm
Orange County 1
New to security in Laserfiche? Once you have
picked up the basics in IG101: Introduction to
Laserfiche Security, take control of your Laserfiche
system with:
`` Folder-level security for granular control of what
users can and cannot access.
`` Administrative security to control what
functionality users have.
`` Security settings to prevent mistakes in filing
and searching.
Thurs
Jan 16
1:30 pm
Grand E
Fri
Jan 17
1:30 pm
Platinum 3-4
IG201
Laserfiche offers a wide range of security options,
and some methods of security implementation are
better than others. This presentation will cover:
`` Setting up security to maximize efficiency and
minimize mistakes and administrative headaches.
`` Implementation tips that make it easy to maintain
security as your site grows.
Thurs
Jan 16
2:45 pm
Grand GH
Fri
Jan 17
2:45 pm
Marquis Northeast
Session Details
IG202
IG
IG204
Management, Part 1
(Part 1 of 2)
The process of implementing records management
in Laserfiche involves configuring records
management rules in your repository, setting up
the file system and then managing records.
This first of a two-part lab focuses on:
`` Making sense of records management rules.
`` Determining, defining and configuring records
management rules in Laserfiche.
`` Translating retention rules into the
Laserfiche software.
`` Setting up a records management file plan
in Laserfiche.
Laserfiche Audit Trail tracks and records events
in Laserfiche, such as logging in, changing a field
value, deleting documents and more. In this lab
you will:
`` Set up the Audit Trail reporting interface.
`` Run reports to monitor system activity.
`` Use Audit Trail as a tool for security and
policy compliance.
Thurs
Jan 16
9:45 am
Grand E
Fri
Jan 17
8:30 am
Platinum 1-2
IG205
Wed
Jan 15
11:00 am
Platinum 1-2
Fri
Jan 17
11:00 am
Platinum 1-2
IG203
Management, Part 2
(Part 2 of 2)
The process of implementing records management
in Laserfiche involves configuring records
management rules in your repository, setting up
the file system and then managing records.
This second of a two-part lab focuses on:
`` Efficiently managing a record’s lifecycle from
its beginning to end.
`` Ensuring records management rules are followed,
and handling exceptions that arise.
This course will give you the tools you need to
identify and troubleshoot security-related issues.
We will cover:
`` Evaluating if a problem is security-related.
`` Techniques for determining what security
elements are likely to be involved in a
given issue.
`` Common pitfalls when troubleshooting security.
`` Methods for solving problems once you’ve
found them.
Wed
Jan 15
11:00 am
Platinum 9-10
Wed
Jan 15
1:30 pm
Platinum 1-2
Fri
Jan 17
1:30 pm
Platinum 1-2
#empower14 75
Session Details
IG
IG251
IG301
Digital Signatures in Laserfiche
This course will introduce you to digital signatures
in Laserfiche and to the DocuSign integration.
We will cover:
Have a security setup that’s bigger or more complex
than most? Tools like folder filter expressions may
be just what you need. This presentation covers:
`` Configuring and using digital signatures in
the Laserfiche Administration Console, Client
and Web Access.
`` Working with the Windows certificate store.
`` Using the DocuSign integration with Web Access.
`` Security options beyond standard folder and
user rights.
`` Security implications of new Laserfiche 9.1 features.
Thurs
Jan 16
11:00 am
Marquis Northwest
Hands-On Lab: Transparent Records Management
Laserfiche records management provides powerful
tools for meeting regulatory compliance, but in
a way that may not be intuitive to general users.
Transparent records management gives you the best
of both worlds. This lab will teach you:
`` The power of the transparent records
management approach.
`` How to create different views of the Laserfiche
repository for different types of users.
`` How to give users access to the content they need
while records managers stay in control of records.
Jan 17
9:45 am
Grand CD
IG302
Now that you know the basics of Laserfiche records
management, learn about advanced topics that will
help you efficiently manage your records. This
course will cover:
`` Best practices for managing backups in a records
management environment.
`` Using Laserfiche Workflow to automatically alert
records managers of pending work.
`` How to update active records management rules.
Justin Pava | Release Manager
Thurs
Wed
Jan 15
4:00 pm
Platinum 3-4
Fri
Jan 17
2:45 pm
Platinum 1-2
76
Fri
Advanced Topics in Laserfiche
Records Management
IG252
Andrew Schoonmaker | Software Engineer
Jan 16
9:45 am
Grand JK
Session Details
MP
MP101
MP104
Integrate Laserfiche with Anything—Really!
Paper Still Happens Even in a Digital World
Let us demonstrate how Ratchet-X allows you to
integrate Laserfiche with any application.
No changes to the integrated application or
cooperation from vendors required. Integrating
Banner, Munis, Sungard, Fiserv, you name it, has
never been easier.
Laserfiche and Infolinx have teamed to bring
physical and electronic records together. Discover
how one search can produce both the electronic and
physical components of the record. Learn how to
create, declare and classify in one easy step.
Now that’s true transparent records management!
George Weihs | CTO, RatchetSoft
Chip Benson | Director Business Development, Infolinx
Wed
Jan 15
1:30 pm
Orange County 4
Thurs
Jan 16
9:45 am
Orange County 4
MP102
MP105
Making Your Meeting Paperless with
NovusAGENDA
Learning Management System for Laserfiche
and Laserfiche Forms
NovusAGENDA can automate your entire meeting
process from item creation to publication of final
minutes. See a full demonstration of exactly how to
make your meetings completely paperless.
Automate your employee education program
using LMS for Laserfiche Forms. Create testing,
certification and content archiving with your
Laserfiche system. John Kercher | Managing Partner, Novusolutions
Patrick Welsch | President, Cities Digital
Wed
Jan 15
2:45 pm
Orange County 4
Thurs
Jan 16
11:00 am
Orange County 4
MP103
MP106
Email–Automation, Workflow and Archiving
Digital Signatures and Laserfiche:
The Future Is Now
Still struggling with email? In this session
we’ll cover the evolution of email management
technologies and propose common sense solutions
using Laserfiche. Chris “Cash” Haughey will present
real world applications for Email Manager at
Constellation Energy. Want to try the “lite” version
for free? Bring your laptop and kick the tires as part
of our interactive demo!
ECM use has transitioned from archival repository
to active document lifecycle management. Signature
automation with proper controls and integrity
completes the cycle. This session will explore
electronic signature regulations, solution options,
use cases and deployment considerations.
Mauricio Pinto | Market Manager, ARX
Phil Dixon | CEO, CMA
John Dixon | Principal, CMA
Cash Haughey | Senior Manager, Fulfillment and
Document Retention, Constellation Energy
Wed
Jan 15
4:00 pm
Thurs
Jan 16
1:30 pm
Orange County 4
Orange County 4
#empower14 77
Session Details
MP
MP110
MP107
Lose the Paper with Digital Forms and
Tablet Mobility
Create variable data documents and capture
handwritten strokes and data without scanning
with PlanetPress Capture and Laserfiche.
Mike Beard | Director of Sales, Objectif Lune
Thurs
Jan 16
2:45 pm
Orange County 4
MP108
Enhance Your ECM System with Cursive
Handwriting Recognition
Although the majority of businesses perform
document capture, most do not automate hand print
or cursive recognition of data on business forms,
choosing instead to key in valuable information or
not capture it at all. This tutorial on handwriting
recognition and signature verification will feature
case studies to illuminate possible applications and
expected benefits.
Mark A. Gallagher | Sales Director, Parascript
Chris Hill | Senior Sales Engineer, Parascript
Thurs
Jan 16
4:00 pm
Orange County 4
MP109
Scanning into Laserfiche Made Eze!
EzeScan provides time-effective ways to batch
process forms, documents and invoices to address
the advanced paper scanning requirements of
Laserfiche users—often with a “one click” button
process from any MFD/copier or scanner. Learn about
using handwriting recognition, forms processing or
line items extraction for accounts payable solutions.
Eze scanning is only one click away!
Ming Yap | Technical Manager,
EZScan - Outback Imaging
Fri
78
Jan 17
8:30 am
Orange County 4
Link Laserfiche and ESRI with GeoDocs
Join us to learn how DocuNav’s GeoDocs tool
connects ESRI® with Laserfiche web services,
maximizing your investment in both solutions.
Web-based map users can locate critical documents
stored in Laserfiche directly from the ESRI map, and
documents can be uploaded to Laserfiche from the
ESRI map. See how mobile users can leverage their
iPhone and iPad to capture photographs and
pictures, with GeoDocs automatically geo-tagging
the location to the map and storing the uploaded
image inside Laserfiche.
Cody Bettis | President, DocuNav Solutions
Zack Abshier | Director of Technology,
DocuNav Solutions
Fri
Jan 17
11:00 am
Orange County 4
MP111
Laserfiche in the New SaaS, Hosted,
Integrated World
ECM cloud purchases have doubled in just two years
and the growth rate is increasing. Get an update on
market trends such as the increasing popularity of
private and hybrid cloud offerings, and learn how
Cambridge and Laserfiche together are building
solutions for you to satisfy this demand.
Mike Adams | Cambridge Connections, LLC
Fri
Jan 17
1:30 pm
Orange County 4
Session Details
UG
User Group Meetings
Note: User groups are for Laserfiche end users only, no resellers, please.
Unless otherwise indicated, all user group meetings take place on the lower level
in Newport Beach/Rancho Las Palmas.
User Group Leader
Roundtable Discussion
(AL, AR, KY, LA, MS, OK, TN, WV)
If you’re interested in starting your own user group
or learning best practices on how to grow your
existing user group, join this roundtable discussion
with other group leaders. Whether you’re looking
to create or manage a regional, industry-focused or
internal Laserfiche user group, you’ll gain ideas
that will help you forge a strong network.
(AK, AZ, HI, NV, OR, WA)
Note: Attendees who did not RSVP will not be
served lunch.
(IA, IL, KS, MN, MO, WI)
Fri
Jan 17
12:00 pm
Newport/RLP
UG101 User Group: Mid-Atlantic
(DC, DE, MD, NC, VA)
1:30 pm
(CO, ID, MT, ND, NE, NM, SD, WY)
Jan 15
2:45 pm
Newport/RLP
Jan 15
4:00 pm
Newport/RLP
UG108 User Group: Pacific West
Thurs
Jan 16
4:00 pm
Newport/RLP
UG109 User Group: Midwest
Fri
Jan 17
9:45 am
Newport/RLP
Fri
Jan 17
1:30 pm
Newport/RLP
UG111 User Group: Canada
Fri
Jan 17
2:45 pm
Newport/RLP
Industry User Groups
Come meet other Laserfiche users in your industry
to exchange best practices with colleagues and learn
more about how to create or grow your user group.
UG112 Industry User Group: State and
UG103 User Group: California
Wed
2:45 pm
Newport/RLP
UG102 User Group: Central West
Wed
Jan 16
(FL, GA, SC)
Meet other Laserfiche users from your area to
share tips and tricks and find out what’s new!
Jan 15
Thurs
UG110 User Group: Southeast
Regional User Groups
Wed
UG107 User Group: South
Newport/RLP
UG104 User Group: Northeast
Local Government
Wed
Jan 15
12:00 pm
Platinum 5-6
Thurs
Jan 16
12:00 pm
Newport
(CT, MA, ME, NH, NJ, NY, RI, VT)
Thurs
Jan 16
9:45 am
Newport/RLP
UG105 User Group: Texas
Thurs
Jan 16
11:00 am
Newport/RLP
Jan 16
Wed
Jan 15
12:00 pm
Platinum 5-6
Thurs
Jan 16
12:00 pm
Gold Key 1-2
Fri
Jan 17
12:00 pm
Platinum 5-6
UG114 Industry User Group: Financial Services
UG106 User Group: Mideast
(IN, MI, OH, PA)
Thurs
UG113 Industry User Group: Education
Wed
1:30 pm
Newport/RLP
Jan 15
12:00 pm
Platinum 5-6
#empower14 79
VAR
Session Details
Note: Value-Added Reseller courses are for Laserfiche VARs only.
VAR001
VAR102
General Session for VARS
Sell Laserfiche Rio to (Almost) Anyone
During this special, VAR-only session, attendees
will gain an overview of the current ECM landscape
and Laserfiche sales strategy.
Learn how one Laserfiche reseller uses Laserfiche
Rio strategically to bring additional functionality and
ultimately additional sales. This interview covers:
Chris Wacker | Executive Vice President
Jereb Cheatham | Vice President of Strategic Solutions
Sean Tang | Vice President of International Business
James Shearer | Director of Sales Operations
Fri
Jan 17
8:30 am
Marquis Center & South
`` Differences between Laserfiche Rio and
Laserfiche Avante.
`` Advantages of one versus the other.
Cody Bettis | DocuNav Solutions
Thurs
Jan 16
9:45 am
Orange County 3
VAR101
Implementing Agile Sales
VAR103
After the introduction of Laserfiche’s new agile
sales process in 2013, we capitalized on our success,
and now we’re sharing the process with you.
In this session, you will:
Build Your Value Proposition
`` Learn our new approach to the sales process.
`` Share in our lessons learned for getting the
most out of it.
`` Discuss how you can implement agile sales.
Jereb Cheatham | Vice President of Strategic Services
Wed
Jan 15
11:00 am
What makes your ideal customer choose you
rather than a competitor? Your value proposition.
This class will teach you how to:
`` Discover and define your value proposition.
`` Convey your brand promise concisely to
current and potential customers.
Thurs
Jan 16
11:00 am
Orange County 3
Orange County 3
VAR104
Onboarding and Training Staff
Join our panel of Laserfiche experts in a discussion
that will cover:
`` Hiring techniques to ensure the best candidates
are selected.
`` Tips, tricks and best practices for making
your new employees productive as quickly
as possible.
Tammy Kaehler | Manager of User Education
Wed
80
Jan 15
2:45 pm
Orange County 3
Session Details
VAR105
VAR
VAR107
Customizing the Presales-Built Demos
Sales Process Best Practices
This course will present the many ways that the
Presales demo repository and pre-built demos can
be used to illustrate the benefits of Laserfiche to
different industries and departments. This session
will cover:
Join our panel of resellers and Laserfiche experts as
they speak openly about topics including:
`` When to use a particular demo, based on the
problems solved and the people helped by each.
`` Main points to emphasize based on your
audience and how to prove benefits.
`` How to customize the Presales-built demos for
your potential customer.
Jereb Cheatham | Vice President of Strategic Services
Dwight Moore | +ImageNet Consulting
Zaheer Master | Accelerated Information Systems (AIS)
Andrew Brown | Director of Business Development
Wed
Jan 15
4:00 pm
Orange County 3
VAR106
Hands-On Lab: Setting up the Presales-Built
Demo Repository
This hands-on lab will walk resellers through
setting up the Presales-built demo repository, as
well as demonstration scenarios to make the most
out of sales calls. We’ll cover:
`` Best practices for the sales process.
`` Lessons learned.
Thurs
Jan 16
2:45 pm
Orange County 3
VAR108
Implementation and Support Best Practices
Join our panel of reseller and Laserfiche experts as
they speak openly about topics including:
`` Best practices for implementing, supporting and
maintaining customer deployments.
`` Lessons learned.
Jonathan Powers | Project Manager
Kevin Smith | One Source Document Solutions
Clay Baer | Crabtree Companies
Wed
Jan 15
1:30 pm
Orange County 3
`` Tips and best practices for configuration.
`` How to distribute the demo system to the rest
of your organization.
Cathy Lee | Solutions Consultant
Thurs
Jan 16
1:30 pm
Platinum 7-8
#empower14 81
I&II • Captu
in
rchitect • S
•A
• B.P.
I&II
M.
e
r
ist • Ad
cial
m
pe
Be a Gold Mine of
Information
Reward yourself with knowlege
and we’ll reward you!
Achieve Gold certification automatically when you pass
these core CPP certifications:
Laserfiche Specialist
Capture I
Capture II
Administrator I
Administrator II
Repository Architect
Already Gold Certified?
Stop by the Info Center to claim your prize!
82
Featured Highlights
General Sessions
Day One Keynote
8:15 am - 9:30 am
Marquis Ballroom
Karl Chan
CTO, Laserfiche
As the Chief Technology Officer for Laserfiche, Karl Chan
oversees the development of the full product suite, from
technology infrastructure to design. In his 25 years with the
company, he has held a number of technical and management
positions within Laserfiche, working with his teams to push
technical advancements, education and usability.
Day Two Keynote
8:15 am - 9:30 am
Marquis Ballroom
Mike Re
CIO, Avis Fleet Services
Mike Re has held IT leadership roles for more than 20 years,
designing, developing and implementing award-winning IT
solutions. He focuses on strategic IT restructuring and system
modernization, and is currently transforming Avis Fleet
Services into a service-orientated delivery organisation.
John Barragan
COO, Girard Securities, Inc.
John Barragan has 15 years of experience in management,
operations, technology, due diligence, compliance and as a
successful investment advisor. He has a proven track record of
increasing performance through dynamic leadership, process
improvement and relationship management.
Dr. Samuel Dunn
CIO, Babson College
Dr. Samuel Dunn was appointed Chief Information Officer
of Babson College in 2010. He has more than 15 years of
CIO experience in several industries, including healthcare,
government and software consulting services. He has also
served as a faculty member at several institutions and holds
multiple degrees.
#empower14 83
Featured Highlights
Receptions
Tuesday, January 14
5:00 pm – 7:00 pm
Platinum 5
6:30 pm – 9:30 pm
Marquis Ballroom
5:00 pm – 6:30 pm
Platinum 6
6:00 pm – 8:00 pm
Platinum 5
Welcome Reception
This is a great opportunity to mingle and meet like-minded peers, enjoy light
appetizers and complimentary beer and wine with fellow attendees.
Special Event:
NRG-ize
At this year’s special event, re-charge your batteries with delicious food and
drinks or burn off some Empower energy on the dance floor while you party
with NRG, a 15-member band that will re-energize your favorite hits like you
never thought possible. If you registered to attend the special event, you will
receive a wristband during badge pick-up.
Run Smarter Awardees Meet & Greet
Enjoy a treat with the Laserfiche Elite!
Raise a glass to the 2013 Run Smarter Award winners at our Meet & Greet event.
This is a great opportunity to meet and connect with this year’s winners, learn
more about their successes and network with other Empower 2014 attendees.
And don’t worry about taking advantage of the complimentary appetizers and
drinks—even with your hands full, you can still rub elbows with the best
of the best.
International Reception
All international attendees are invited to join the team from Laserfiche
International (LFI) for a fun-filled evening of food, drinks and great company.
This is a once-a-year opportunity to meet and connect with LFI executives and
team members, international VARs and other international users.
VAR-Only General Session
Friday, January 17
8:30 am – 10:30 am
Marquis Center & South
VAR Business Meeting (VAR001)
Join us on for a special VAR-only business meeting. During this session,
attendees will gain an overview of the current ECM landscape and Laserfiche
sales strategy from:
Chris Wacker, Executive Vice President
Jereb Cheatham, Vice President of Strategic Solutions
Sean Tang, Vice President of International Business
James Shearer, Director of Sales Operations
84
At this year’s special event, re-charge your batteries with delicious food and
drinks or burn off some Empower energy on the dance floor while you party
with NRG, a 15-member band that will re-energize your favorite hits like you
never thought possible.
NRG (pronounced “energy”) is an extremely talented band that has travelled
the world performing top hit music from the 70s, 80s, 90s and today with
dazzling choreography, amazing vocals and superb musicianship. Their key
musicians have toured with Stevie Wonder, The Brian Setzer Orchestra, The
Eagles, Ray Charles, Andre Bocelli, Elton John and many more. As a band,
they have been the opening and closing act for celebrities such as Jay Leno,
Chicago, Boys II Men, Toni Braxton, Wynona Judd, Huey Lewis and the News
and Sheryl Crow. Their high-energy performance will rock you!
And since we’re such big fans of eliminating extra steps in every business
process, we’re hosting this year’s special event right in the Anaheim
Marriott—just feet away from the Empower classrooms. That means more
time and energy for networking and dancing the night away.
If you signed up, we look forward to seeing you there!
6:30 pm – 9:30 pm | Marquis Ballroom
Networking Events
User Group Meetings
Location
Newport/
Rancho Las Palmas
Regional User Group Meetings
Meet other Laserfiche users from your area to share tips and tricks and find
out what’s new! You’ll leave with the new relationships you can benefit from
all year long.
1:30 pm
2:45 pm
4:00 pm
–
–
–
2:30 pm
3:45 pm
5:00 pm
Mid-Atlantic DC, DE, MD, NC, VA,
Central West CO, ID, MT, ND, NE, NM, SD, WY
California
9:45
11:00
1:30
2:45
4:00
am
am
pm
pm
pm
– 10:45 am
– 12:00 pm
– 2:30 pm
– 3:45 pm
– 5:00 pm
Northeast CT, MA, ME, NH, NJ, NY, RI, VT
Texas
Mideast IN, MI, OH, PA
South AL, AR, KY, LA, MS, OK, TN, WV
Pacific West AK, AZ, HI, NV, OR, WA
Friday, January 17
9:45 am
1:30 pm
2:45 pm
Time
12:00 pm – 1:00 pm
– 10:45 am
– 2:30 pm
– 3:45 pm
Midwest IA, IL, KS, MN, MO, WI
Southeast FL, GA, SC
Canada
Industry User Group Meetings
Industry-focused user group meetings will take place over lunch.
Education at “Education” tables in Platinum 5-6
Financial at “Financial” tables in Platinum 5-6
State & Local Government at “SLG” tables in Platinum 5-6
State & Local Government (SLG) Newport/RLP {advanced sign up required)
Education Gold Key 1-2 (advanced sign up required)
Friday, January 17
Education at “Education” tables in Platinum 5-6
Friday, January 17
12:00 pm – 1:00 pm
Newport/RLP
86
User Group Leader Roundtable Discussion
If you’re interested in starting your own user group or learning best practices
on how to grow your existing user group, join this roundtable discussion with
other group leaders. Whether you’re looking to create or manage a regional,
industry-focused or internal Laserfiche user group, you’ll gain ideas that will
help you forge a strong network.
Networking Events
Lunch Q&A Sessions
If your favorite part of any conference presentation is the Q&A, be sure to attend these
lunch sessions with technical and business implementation experts from Laserfiche.
You bring the questions, and we’ll share:
`` Tips
and tricks.
`` Best practices.
*Please note that you must have reserved a seat for these Q&A sessions via the online course selector.
If you did not, you will not be served lunch.
12:00 pm – 1:00 pm
Marquis Northeast
Marquis Northeast
Friday, January 17
Marquis Northwest
12:00 pm – 1:00 pm
12:00 pm – 1:00 pm
Marquis Northwest
12:00 pm – 1:00 pm
Marquis Northwest
Friday, January 17
12:00 pm – 1:00 pm
Marquis Northeast
ACT104: Lunch Q&A: Administration and Deployment
Instructors:
Fei Wang, Technical Manager
Brian McKeever, Software Engineer
Jeffrey Russo, Solutions Engineer
BPM110: Lunch Q&A: Laserfiche Forms
Instructors:
Ed Heaney, Software Engineer
Miruna Babatie, Software Test Engineer
Brett Hickinbotham, Sales Engineer
BPM111: Lunch Q&A: Laserfiche Workflow
Instructors:
Eric Cressey, Technical Writer
Johnny Xie, Software Engineer
Joseph King, Sales Engineer
CC116: Lunch Q&A: Laserfiche Quick Fields
Instructors:
Carl Sykes, Software Engineer
Matt Ross, Software Test Engineer
Aaron Jahoda, Sales Engineer
EDM103: Lunch Q&A: Laserfiche Suite
Instructors:
Justin Pava, Software Release Manager
Miruna Babatie, Software Test Engineer
Pieter Nauta, Manager of Training
#empower14 87
®
Join us as we congratulate our
2013 Run Smarter® Award winners!
Presentation Ceremony
8:15 am (during the General Session)
Marquis Ballroom
Each year, Run Smarter® award winners
are chosen by a committee of Laserfiche
experts based on the following criteria:
`` Creativity of the solution.
`` Operational improvements realized by the organization.
`` Use of Laserfiche software and resources, including the Laserfiche
community, Laserfiche user groups, Laserfiche Support Site,
Laserfiche Institute Conference and their reseller.
`` Inspiration potential for other Laserfiche users to think more
inventively in their own organizations.
Run Smarter Awardees Meet & Greet
5:00 pm – 6:30 pm
Platinum 6
Enjoy a treat with the Laserfiche Elite!
Raise a glass to the 2013 Run Smarter Award winners at our Meet
& Greet event. This is a great opportunity to meet and connect with
this year’s winners, learn more about their successes and network
with other Empower 2014 attendees. And don’t worry about taking
advantage of the complimentary appetizers and drinks—even with
your hands full, you can still rub elbows with the best of the best.
88
®
Avis Fleet Services
PPG Aerospace
Rodobens
MultiMed Billing Services
Ranbaxy Laboratories Limited
Royal Devon and Exeter NHS Foundation Trust
Ada County Highway District, ID
Ayuntamiento del Municipio de Puebla, MX
City of Westminster, CO
County of Elgin, ON
Department of State Services, Nigeria
Florida League of Cities
Georgia Department of Community Health
Ghana Immigration Service
Loudoun County Government, VA
Muscogee (Creek) Nation, OK
Prosecuting Attorneys’ Council of Georgia
Superintendencia de Telecomunicaciones, CR
Babson College
Frisco Independent School District
University of Ha’il
Washington Student Achievement Council
Acenden Limited
African Export-Import Bank
NorthStar Financial Services Group, LLC
T Bank
Adam Galvan Jr.
Director of Technology
Edgewood Independent School District
Adam Galvan Jr. is Director of Technology at Edgewood Independent School
District (EISD). His thirteen years of experience in the technology field include
cable tech, computer tech, wireless tech, project manager, hardware specialist,
system specialist, network systems administrator, assistant director and now
director of technology. Since joining EISD in 2010, he’s expanded the use of
Laserfiche from the HR department to all departments, and his next project is
taking all forms paperless.
#empower14 89
®
Commercial
Avis Fleet Services
Accepting: Mike Re, CIO;
Praveshree Mahabeer, Manager of System Development Support
Laserfiche Reseller: Nashua
Avis Fleet Services, a multi-national corporation, uses Laserfiche Rio across 10
departments for more than 200 named users. With a strong understanding of its
business processes, Avis Fleet Services was able to create an integrated solution
composed of Laserfiche Quick Fields, Laserfiche WebLink and Laserfiche
Workflow to meet the demands of its business needs.
The Laserfiche implementation has helped Avis Fleet Services facilitate the
creation of documents from online customers, automatically complete forms,
generate barcodes and handle more than 3.1 million documents in
the repository.
PPG Aerospace
Accepting: Mary Ann Mogan, Global EHS System Administrator
Laserfiche Reseller: ECS Imaging, Inc.
PPG Aerospace achieved its vision of developing a logical file folder structure
to organize files and eliminate the voluminous paper storage of documents
onsite for over 10 departments. Using Laserfiche Quick Fields and Laserfiche
Workflow, PPG Aerospace created a complete solution that also integrated well
with Microsoft SharePoint and its ERP.
The result was the ability to automate business processes including quality
control review, document routing and approvals, auto-filing and more. PPG
Aerospace staff has also significantly reduced time spent on document retrieval
and improved information compliance.
Rodobens
Laserfiche Reseller: Meridian Tecnologia E Servicos
Rodobens uses Laserfiche to manage all of its contracts along with all paper
documents, which are scanned into the central Laserfiche repository. With
almost eight million images within the Laserfiche repository, Rodobens has
reduced its 52 storage units to only one.
Laserfiche Web Access and Laserfiche Mobile make it easy for
employees to access information and greatly reduce the time it takes to make
informed decisions.
90
®
Government
Ada County Highway District, ID
Accepting: Misty Perry, Information Records Administrator
Laserfiche Reseller: United Micro Data, Inc.
Ada County Highway District (ACHD) initially implemented Laserfiche as
an archival system. Recently, ACHD experienced a shift in management and
wanted a system with better retention, search and retrieval capabilities.
ACHD now has active workflows that manage correspondence and formal bid
contract procurement. The organization plans to create public record requests
and public inquiry email workflows.
Ayuntamiento del Municipio de Puebla
(The Municipality of Puebla), Puebla, Mexico
Accepting: Antonio Gonzalez Macias, Director IT
Laserfiche Reseller: Automation Point Soluciones Integrales
The Municipality of Puebla has deployed Laserfiche into two administrative
units and developed 39 workflows to provide the capability to receive, record,
classify, order, control, distribute, monitor and report the correspondence
within required timeframes.
The municipality is in the process of implementing Laserfiche in the remaining
administrative units and plans on expanding to 200 named users in the
next two years
City of Westminster, CO
Accepting: Traves McCabe, Information Records Administrator
Laserfiche Reseller: S Corporation, Inc.
The City of Westminster currently has more than 300 users on Laserfiche
Rio and has recently implemented transparent records management to better
ensure compliance with records retention. It also uses Laserfiche Mobile to give
employees access to important and relevant documents via iPads to streamline
decision making during meetings.
Verifiable ROI includes saving hundreds of square feet of floor space, thousands
of hours in file processing and tens of thousands of dollars in reporting and
administrative costs. The city plans to automate even more processes to
replace paper forms.
#empower14 91
®
County of Elgin, Ontario, Canada
Laserfiche Reseller: MC Imaging Technologies
The County of Elgin has deployed Laserfiche across its 13 departments, which
encompass 14 offices and 75 users. Laserfiche’s primary application is in the
finance department for accounts payable processing, enabling automated
invoice routing, data capture and hundreds of invoices sorted every month.
So far, Laserfiche has eliminated 32 hours of document-related tasks at the
county per week. The county plans to automate many more business processes.
Department of State Services, Abuja, Nigeria
Accepting: Engr. Joseph Uworuya, Director of Technical Services
Laserfiche Reseller: Automated Systems International
The Department of State Services (DSS) migrated its large volume of paper
documents from nine departments into Laserfiche to create better information
sharing within the organization.
With a consolidated information repository in Laserfiche, DSS has reduced
the time it takes to access records tremendously and has provided a platform
for safeguarding its documents. The next planned phase will be to capture
additional documents, phase to satellite locations and implement
Laserfiche Forms.
Florida League of Cities, FL
Accepting: Chris Noyes, Business Process Analyst
Laserfiche Reseller: MCCi
The Florida League of Cities has more than 80 workflows that automate a
majority of the corporation’s insurance operations, accounting, health benefits
and HR business processes. Laserfiche Quick Fields automates claims check
processing as well as annual insurance renewals while Laserfiche Mobile
connects on-the-road employees to the accounting and claims systems.
With Laserfiche fully immersed in organization processes, it is considered a
critical component of operations that provides a stable platform while allowing
for flexibility in the League’s ever-changing business landscape.
92
®
Georgia Department of Community Health, GA
Accepting: Mary Boltwood, Programmer
Laserfiche Reseller: MCCi
Georgia Department of Community Health (GDCH) has been a long-time
Laserfiche user that recently expanded its use to more than 500 users. Using
Laserfiche Workflow, Laserfiche Mobile, Laserfiche Quick Fields, Laserfiche
WebLink and Laserfiche RME, the organization has automated a variety of
processes including the state health benefits plan open enrollment process,
invoice processing and case tracking.
This business process automation is saving GDCH hundreds of thousands of
dollars each year and allowing the organization to achieve higher levels on the
Medicaid Information Technology Architecture assessment scale.
Ghana Immigration Service, Greater Accra, Ghana
Laserfiche Reseller: Josanti InfoImaging, Ltd.
Ghana Immigration Services (GIS) implemented Laserfiche Rio to eliminate
its dependence on manual documents, delays in document retrieval and
misfiling. As a result of the implementation, Ghana Immigration Services is
fully compliant with Ghana’s Public Records and Archives Administrative
Department records requirements.
The organization has extensive plans to implement a public portal license to
give all GIS employees access to data in Laserfiche, allow Human Resources
to securely send information to employees, help the management reports
department disperse data from its core immigration system and give access to
partner organizations, including the police, Judiciary Interpol, Bank of Ghana
and more.
Loudoun County Government, VA
Accepting: Jakub Jedrzejczak, Enterprise Imaging Team Manager
Laserfiche Reseller: UnityECM
Recently named by the Center for Digital Government as one of the Top
Digital Counties, Loudoun County has used Laserfiche to build 58 solutions
for 18 departments.
It has automated and digitized processes, including fax and email processing
and scanning archive documents, in multiple departments. Loudon County has
also integrated core county systems using Web Services, Laserfiche Web Access
and Laserfiche WebLink functionality. With public users as well as internal
county employees having full access to shared documents, transparency has
never been higher.
#empower14 93
®
Muscogee (Creek) Nation Department of Health, OK
Accepting: Russell Torbett, HR Officer
Laserfiche Reseller: BMI + ImageNet Consulting
Muscogee (Creek) Nation Department of Health uses Laserfiche across five
clinics, three hospitals, 10 departments and six programs. Its main applications
are records management, HR onboarding and search and retrieval.
CU
Prosecuting Attorneys’ Council of Georgia, GA
TING ATTO
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Using Laserfiche has led to greater organizational efficiency, allowing Muscogee
(Creek) Nation Department of Health to reduce headcount by 1.5 FTEs. The
organization has also freed up 250 square feet of file space by digitizing records.
Future plans include expanding the use of Laserfiche into other administrative
departments for forms initiation and processing.
R
OF GEO
Accepting: Mark Williams, CFO
Laserfiche Reseller: Deau Information Services
Prosecuting Attorneys’ Council of Georgia uses Laserfiche to support hundreds
of elected and appointed prosecutors across the State of Georgia. The
organization uses Laserfiche WebLink, Laserfiche Quick Fields, Laserfiche
Workflow and Laserfiche Forms to support 800 employees at 49 Judicial
Circuits throughout Georgia with various business processes including AP
processing, requisition processes, travel reimbursement, and check and ACH
processes, among others.
Benefits include increased confidence that the organization is meeting HIPAA
requirements and cutting processing time for reimbursement requests in half.
The Council’s future plans involve making all circuit-specific documents
available through Laserfiche Web Access, expanding to the legal and training
departments, integrating more tightly with state systems and building
additional form types.
Superintendencia de Telecomunicaciones (SUTEL),
San José, Costa Rica
Accepting: Natalia Coghi Ulloa, Ingeniera en Sistemas Informáticos
Laserfiche Reseller: Aplicom S.A.
SUTEL uses Laserfiche for a document reception process that involves scanning
and distribution of correspondence through email. Scanned documents are
stored on a server for search and retrieval by employees. There is a separate
repository for internal policies and institutional information.
The document reception process has given the organization greater control of
incoming and generated documentation, enabling increased accountability and
better task management.
94
®
Healthcare
MultiMed Billing Services
Accepting: Stan Hardter, Director of Technology Operations
Laserfiche Reseller: IP Digital
MultiMed Billing is a medical billing company for ambulances. Laserfiche is
used broadly through the organization for the core application of automating
claims processing, but is also used in Finance and HR. Virtually every
document the company generates or receives is captured into Laserfiche.
With the complete solution of Laserfiche Quick Fields, Laserfiche Workflow
and Laserfiche WebLink, MultiMed Billing boosted its efficiency by 20% and
reclaimed 20% of its office space by eliminating paper records. MultiMed
Billing recently upgraded from Laserfiche Avante to Laserfiche Rio and is set to
use Laserfiche Forms.
Ranbaxy Laboratories Limited
Accepting: Aparna Mazumdar, Senior Manager
Laserfiche Reseller: Sigma-Tech India Pvt. Ltd
With more than 400 users in the company, Laserfiche is the standard ECM
system for all Ranbaxy Laboratories departments around the world. Notably,
the Office of Data Reliability uses Laserfiche to handle the regulatory audit
process for all new and revised drug submissions that are sent to the FDA. Once
a dossier is uploaded to Laserfiche and reviewed by the office, the company
publishes it to the regulatory agency using Laserfiche WebLink.
Laserfiche enables a strong adherence to compliance and regulation, increasing
regulatory agencies’ confidence in Ranbaxy’s data integrity. This has a direct
relationship with company revenues, which depend on drug approvals from
regulatory agencies.
Royal Devon and Exeter NHS Foundation Trust
Accepting: Peter Harrisson, eForms Developer
Laserfiche Reseller: Fortrus Limited
Laserfiche is the core of Royal Devon & Exeter NHS Foundation Trust’s
electronic medical records (EMR) system. It holds all of the Trust’s 400,000
patients’ archived and active records and provides clinicians instant access
to the whole patient record. The system is accessible in every environment
including the accident and emergency departments, in the ward and in
outpatient clinics at all hospital sites.
Laserfiche is deeply integrated into the Trust’s patient administration system
(PAS), which contains all the demographic data and attendance data for patient,
emergency and inpatient and outpatient activity. This allows the Trust to
increase staff efficiency while reducing both storage space and clinical delay
for patients.
#empower14 95
®
Education
Babson College
Accepting: Samuel Dunn, CIO
Laserfiche Reseller: Laserfiche Solutions Group
Babson recently acquired Laserfiche and is using it in the Office of
Undergraduate Admissions. The college was able to streamline the
undergraduate application and review process with Laserfiche Forms, Laserfiche
Workflow and Laserfiche Quick Fields. Babson will soon implement Laserfiche
Records Management Edition.
Babson is approaching ECM as an ongoing strategy involving various projects
intended to improve the management of unstructured information and business
processes across the institution. Laserfiche will serve as the platform that
supports this initiative. The goal is to leverage Laserfiche as an enterprise-wide
electronic content management platform for use in several areas across Babson
College and its affiliates
Frisco Independent School District
Accepting: Bob Allen, Director of Business Applications and Process
Laserfiche Reseller: DocuNav Solutions
Laserfiche provides the core integration layer for every applicable platform
within the Frisco Independent School District. A transition is underway to
migrate paper documentation within the deployed departments to the Digital
Imaging Database.
Robust workflows support personnel hiring, onboarding, employee notifications,
electronic signature, inter-department data notifications, teacher assessment
warehousing and more. Laserfiche Forms is used to phase out existing forms
tools, provide student success planning, automate the tracking of homeless
students, process simple purchase requests and more.
University of Ha’il
Accepting: Majed M. Alhaisoni, Ph.D., Dean of IT and eLearning
Laserfiche Reseller: Integrated Solutions for Business
The University of Ha’il in Saudi Arabia uses Laserfiche Rio across the university.
It is currently used primarily on the back end of the incoming/outgoing system,
although executives use Laserfiche Mobile and Laserfiche PhotoDocs to enable
on-the-go access to important documents.
Laserfiche Mobile is used to preview and approve documents, allowing people
to stay connected with the constant flow of information when they are attending
off-site meetings.
96
®
EDUCATION • OPPORTUNITY • RESULTS
Washington Student Achievement Council
Accepting: David Mitchell, Chief Technology Officer
Laserfiche Reseller: Cities Digital, Inc.
Washington Student Achievement Council (WSAC) currently uses Laserfiche
Rio to manage more than 100,000 accounts, helping families all over
Washington state save for college. The agency maintains its own records
center in Laserfiche, which includes finance records and customer service
call-center correspondence. It scans and indexes more than 2,000 pieces of
paper a month.
WSAC uses Laserfiche Workflow to automate and standardize the application
process. It uses Laserfiche Quick Fields to automatically scan, process and
file applications for student aid. Using Laserfiche RME, WSAC has adopted
transparent records management around financial aid applications. This has
increased document security, improved customer service in the call center
and saved WSAC many hours of staff time on filing and archiving records.
Financial Services
Acenden Limited
Accepting: Farid Amin, Head of Mortgage Analytics
Laserfiche Reseller: Global ECM Solutions Ltd.
Acenden is a full service, residential first and second charge mortgage servicing
specialist, serving clients in the UK and Ireland.
Acenden is in the process of designing internal staff forms with Laserfiche
Forms. It is using Laserfiche Workflow to route new incoming mail from legal
companies and is planning on implementing Laserfiche Records Management
Edition in the near future. Laserfiche is integrated with Tallyman, designed by
Experian for money collection, and Summit, Acenden’s Back Office
Business Software.
African Export-Import Bank
Accepting: Betty Lumu, Manager of Knowledge Management
Laserfiche Reseller: BMB Solutions
The African Export-Import Bank implemented Laserfiche Rio to create a
standard document structure and records management system throughout the
bank network, including its headquarters in Cairo and branches in Nigeria and
Zimbabwe. After an extensive training program for the bank’s 120 end users
led by reseller BMB, the bank has started digitizing a backlog of 500,000
historical records.
In just one year, the bank has seen a 60% return on investment and expects the
ROI to grow as it implements Laserfiche Forms and creates a disaster recovery
center in its Nigeria branch.
#empower14 97
®
Accepting: Claire Maurer, AVP Advisor Relations; John A. Barragan, COO
Laserfiche Reseller: Laserfiche Solutions Group
A Laserfiche client since 2006, Girard Securities has recently expanded its
use of Laserfiche beyond document archiving to automate business processes
including electronic blotter processing, advertising approvals and document
status tracking with Laserfiche Workflow.
Six departments and more than 130 people use Laserfiche daily. The company
has integrated Laserfiche with its Zetafax server and Girard Access system for
document viewing and retrieval. Future plans include integrations with Laser
App, DocuSign and Redtail.
NorthStar Financial Services Group, LLC
Accepting: Jim Anderson, Chief Systems Officer
Laserfiche Reseller: Accelerated Information Systems, Inc.
The NorthStar Financial Services Group replaced IBM FileNet with Laserfiche
Rio. Laserfiche is the backbone of the company’s document management and
workflow organization-wide. Although NorthStar has had Laserfiche for less
than a year, the group has already automated multiple business processes
including: CLS New Account Onboarding, Orion Advisor Services New
Agreements and Legal Requests.
Laserfiche Quick Fields is used to capture more than 90 fields of data from
the CLS Investor Profile, eliminating the need to manually key the data.
NorthStar is also planning the implementation of Laserfiche RME for contracts
and documents that have retention requirements under SEC and FINRA.
Implementing Laserfiche at NorthStar has eliminated double entry of new
account data into two systems and resulted in 40% improvement in employees’
time to focus on getting assets in the door.
T Bank
Accepting: Thad Hutcheson, Chief Technology Officer
Laserfiche Reseller: Zeno Imaging
T Bank implemented Laserfiche Rio just this year to automate processes such
as AP processing, HR onboarding, loan processing, wire transfers, auditing
submission and more. While all business processes are being mapped as
needed, the initial emphasis was on audits.
In the future, the bank plans to expand Laserfiche to departments like Trust
and Fraud Services; integrate with BancTel and BancPac; and use Laserfiche
WebLink to improve document sharing with third parties.
98
Melissa Henley @ECM_marketeer
Run Smarter awards in 15 minutes & seats are filling up fast!
Come to the ballroom and snag a spot. #Empower14
Laserfiche @laserfiche
Tweet about your favorite #Empower14 class and win some
free swag! Come by the Info Center to learn more.
Wellsm @wellsm
I can’t wait for @laserfiche #Empower14! The highest
knowledge-per-minute ratio of any event! Networking, user
groups and new people!
Joy Huff @musicfedsoul
It’s almost “The MOST Wonderful time of the year!!”
#Empower14! Can’t wait! “My blood type is L F positive!”
Out of Frequent Flyer Miles?
Get a dose of Empower expertise at a regional
training course in your area—so you can
save your miles for Empower 2015!
Taught by our knowledgeable presales engineers,
regional training courses include:
}
}
}
}
}
}
Using Laserfiche
Administering Laserfiche
Implementing Laserfiche Forms
Implementing Laserfiche Workflow
Implementing Laserfiche Records Management
Implementing Laserfiche Quick Fields
Find 2014 regional training dates in your area at laserfiche.com/RT
The topic of simplicity
and productivity in the
workplace is anything
but simple. Or is it?
Produced by the Economist Group, the
Laserfiche Simplicity 2.0 blog analyzes
complex topics in plain, honest English.
Popular posts include:
Simplicity 2.0
The “no holds barred” blog.
} 6 Ways to Change Your Language
to Get Better Results
} The Changing Role of the CIO
} 12 Steps to More Effective Email
Simplicity.laserfiche.com
Alliance Partners
Empower 2014 wouldn’t be what it is without the assistance of our
Alliance Partners, leading hardware and software providers with
unique insight on how to leverage Laserfiche in various business
environments. Spend time visiting our Alliance Partners and learn
how their applications and hardware integrate with Laserfiche to
create innovative solutions.
Sponsors
Premier Sponsor
Epson America, Inc. is a leading provider of an extensive
range of printers, 3LCD projectors, scanners and point-of-service
printers that are renowned for their high quality, functionality,
innovation and energy efficiency. Epson America is a U.S. affiliate
of Seiko Epson Corporation.
To learn more about Epson America, please visit:
www.epson.com
Platinum Sponsor
Fujitsu Computer Products of America, Inc. (FCPA)
is an established leader in the document imaging market,
featuring state-of-the-art scanning solutions in the workgroup,
departmental and production-level scanner categories. Fujitsu
scanners deliver speed, image quality and great paper handling,
along with easy integration and compatibility with more than 200
document imaging applications.
#empower14 101
Alliance Partners
Tabletop Exhibitors
Accuflex
Accuflex offers high-volume document scanning and complete project
management including: planning, preparation, indexing and image quality
assurance to the ECM industry.
Cambridge Connections
Cambridge Connections is a dedicated custom application integrator and
Laserfiche PDP member that offers a variety of integrations. Check out the latest
Laserfiche cloud and SaaS offerings today!
Canon
scanningsuccess.com
Canon’s imageFORMULA document scanners help convert paper-based
documents into digital information that can easily be searched, stored and
shared, improving costs, efficiencies, management and compliance.
Cities Digital
Cities Digital is a Laserfiche systems integrator helping companies get the
most from their Laserfiche investment. Notable integrations include Junxure,
Salesforce, MS Exchange and Facebook.
Content Management and Archiving
integratedcma.com
CMA, developers of Email Manager, compound the value of email and
Laserfiche by automating workflow, document management and archiving.
CoSign
CoSign by ARX is the strongest and most widely used digital signature solution
with millions of signers at security-minded businesses, governments and cloud
services around the world.
DocuNav GeoDocs
DocuNav GeoDocs is an enterprise-class tool that seamlessly ties Esri and
Laserfiche together, allowing users to locate documents in Laserfiche directly
from the map.
102
Alliance Partners
EzeScan
EzeScan enables Laserfiche users to substantially slash the cost of deploying
document processing solutions for unstructured, semi structured, invoice- and
forms-based hard copy documents.
Infolinx
Infolinx™ provides Laserfiche-integrated, DoD 5015.2 certified physical records
management solutions. Our thin-client, enterprise-level feature-set includes
online requesting and transferring, space management, advanced security
configuration, robust reporting and workflow email notifications.
Kodak
kodakalaris.com
Kodak Alaris intelligently delivers the solutions that enterprises need, including
automating business processes and enhancing customer experience management
utilizing our: scanners, capture software, information management platforms,
professional services and service & support.
NovusAGENDA
NovusAGENDA is electronic meeting-management software designed to help
create, approve and track meeting items. This software automates the
paper-intensive meeting process while facilitating communication between
members. Paperless meetings become a breeze with NovusAGENDA.
Objectif Lune
Objectif Lune introduces new business opportunity with PlanetPress Capture
On-The-Go, cloud based software and digital tablet technology. It is the next
generation of paperless capture.
Panasonic
Whether you scan 40 or 4,000 pages a day, Panasonic offers affordable,
reliable and efficient scanners backed by a 3-year warranty and U.S.-based
technical support.
Parascript
Parascript document recognition solutions are supported by a long history of
cursive and handprint recognition, enabling automation in document and
check processing, fraud prevention and more.
#empower14 103
Alliance Partners
RATCHETSoft
Ratchet-X for Laserfiche allows you to integrate Laserfiche with any line
of business system without requiring application changes or cooperation
from vendors.
Scanning America
Scanning America provides wholesale, on-site and off-site document scanning
services, nationwide. We deliver converted images and data formatted to attach
directly to Laserfiche® repositories.
Affinity
affinityintegrations.com or 1.208.333.8804
Affinity is a flexible integration tool that allows you to integrate Laserfiche®
to most third-party applications. Experience instant integration with GUI
apps, web apps, Quickbooks® and more. Affinity is ideal for VARs, end users
and developers.
Total distance flown by Empower 2014
attendees: 2,193,707 miles (more than
four round trips to the moon)!
104

Anaheim Marriott Hotel

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