Before we jump into 2011, it’s time to take the cliché, but all too enjoyable, look back at 2010.  Please join me in this countdown to the most popular post of 2010, and to the beginning of a brand new year.

TEN!  Have You Heard?

NINE!  Time is of the essence

EIGHT! Think you know security?

SEVEN!  Laserfiche 8 is not your father’s Laserfiche

SIX!  Talk About Integration

FIVE!  ARMA Wrap Up: Q&A with Kimberly Samuelson

FOUR! Laserfiche and Microsoft SharePoint 2010 Obtain Joint DoD 5015.2 Certification

THREE! The Run Smarter Philosophy According to Phillip Fournier

TWO!  Looking forward to the release of Laserfiche 8.2?

ONE! Worth a Second Look: Asset Dedication Case Study

Happy New Year!

Selling records management is not just about closing a sales deal.  It’s also about getting early buy-in that will ensure the sustained success of the project.

In a recently published CRN Community article titled “How to Sell Records Management in 3 Easy Steps,” Laserfiche Executive Vice President Chris Wacker describes three ways to successfully promote and sell records management systems within an organization.

As regulatory and compliance mandates raise pressures on organizations across all industries, the need to control diverse forms of content has increased exponentially. Too much information, held beyond legal retention requirements, can cause problems in the guise of an e-discovery request. Too little information can cause issues when audited by regulators.

Read more at CRN Community.

For 2011, we’ve changed the format of the ACE Summit to allow ACE attendees the flexibility to attend a wider variety of non-ACE conference activities.   We hope that you will take the opportunity to attend roundtables, hands-on labs, and especially, our Success Stories sessions which highlight the innovative ways our customers are using Laserfiche to manifest the Run Smarter® philosophy …

Briefing

Laserfiche Integrates with Salesforce.com

Laserfiche has launched a prepackaged integration with Salesforce.com designed specifically for Registered Investment Advisors (RIAs).

“As the leading ECM provider in the RIA space, Laserfiche is 100% committed to supporting the CRM systems our customers rely on,” said Tom Wayman, vice president of product strategy at Laserfiche. “Laserfiche’s open architecture allows advisors to instantly access critical client documentation from within their CRM applications, saving time and effort.”

David Drucker, editor of Technology Tools for Today, says the move isn’t surprising considering Schwab’s recent selection of Salesforce.com as its primary CRM integration partner.

“The Salesforce/Schwab partnership suggests that more advisors will be using Salesforce in the future,” Drucker said. “By integrating early with Salesforce, it could put Laserfiche in a stronger position to become one of Schwab’s ECM integration choices in the future.”

Available as both a Web-based and a desktop solution, Laserfiche ECM includes:

• Document imaging capabilities that enable advisory firms to go paperless.
• Records management automation that lowers the cost of compliance.
• Powerful, DoD 5015.2-certified security features that protect confidential client information.
• Comprehensive auditing and reporting capabilities that monitor all system activity.
• Workflow functionality that enables advisors to automate standard business processes.
• Windows-like interface that minimizes user training and improves productivity right away.

To learn more about Laserfiche’s offerings for financial advisors, banks, credit unions and other financial services entities, contact Marcel Tsai, financial services marketing analyst at Laserfiche.

Company News

Laserfiche 8.2 Released

Laserfiche is pleased to announce the simultaneous release of Laserfiche 8.2, including the Laserfiche Server, Client and Web Access in English, Arabic, French, Portuguese (Brazilian) and Spanish.

• This release of the Laserfiche Server, Client and Web Access includes the latest fixes and performance enhancements, as well as new features such as dynamic fields, enhanced PDF support including native page and text generation, text and dynamic stamps, and improved search options.
• Laserfiche Records Management Edition now includes the full set of 5015.2 revision 3 certification functionality, including several new cutoff instructions, more flexible handling of individual records, briefcase export support and full support via Web Access.
• Laserfiche 8.2 also includes fixes and enhancements to the Laserfiche Administration Console, Snapshot, Scanning, PhotoDocs, the Office Plug-in and Audit Trail, as well as full online help files.

Next steps:

• Get more information about the release, including the complete list of enhancements and download links.
• Read the release notes for the Laserfiche 8.2 Client and Server.
• Read the release notes for Laserfiche Web Access 8.2.
• Visit support.laserfiche.com for videos, forums, Knowledge Base articles, and more.

Last Chance to Register for the Laserfiche Institute Conference

Don’t forget that Laserfiche ACE members are entitled to free registration for the Laserfiche Institute Conference, which will take place in less than two weeks at the Hilton LAX in Los Angeles.

In addition to the hands-on labs, customer case studies, CIO panel and executive keynotes, ACE members get to attend a special ACE Summit on January 10 that will provide an overview of marquee customer wins from 2010, a preview of Laserfiche 9, an overview of Laserfiche’s strategy for 2011 and the opportunity to discuss trends in information governance with Gartner’s Toby Bell.

Contact Francine Marlenee for your free conference registration.

In the News

• CMS Wire published an article titled “ECM in 2010: More than the Cloud,” which features the perspective of Andy Wang, ECM director at Laserfiche, on four important trends in ECM that gained speed in 2010, including agility, mobility, SharePoint and the cloud.
• CRN Community features a new article by Laserfiche EVP Chris Wacker titled “How to Sell Records Management in 3 Easy Steps.”
• MGMA Connexion published a story titled “How to Improve Your Practice’s Approach to Information Governance” that outlines four important considerations for managing information within a medical practice.
• Financial Advisor ran a news brief about the new Salesforce integration titled “Laserfiche Integrates with Salesforce.”
• Smart Leaders published an in-depth interview with Laserfiche CEO Nien-Ling Wacker outlining her innovative leadership style. The article is titled “What Tomorrow Brings.”

Upcoming Events

2011 Laserfiche Institute Conference in Los Angeles, CA, January 10-12: Save the date for the biggest and best Laserfiche Institute Conference yet, featuring three days of hands-on labs, case studies, keynotes and more.

Participate in the Community

Submit an Article: Laserfiche is now accepting submissions for guest articles to be featured in our weekly reseller newsletter (circulation: 3,000) and in our monthly newsletter for end users (circulation: 24,000). If you would like to showcase your expertise within the Laserfiche community, please e-mail Melissa Henley with your proposed story idea.

Q: What are the Run Smarter Awards all about?
The Run Smarter® Awards recognize the Run Smarter® philosophy in action in the Laserfiche community.  Winners are chosen by a committee of Laserfiche staff based on criteria like creativity of the implementation, operational efficiencies realized, use of Laserfiche resources (including user groups, support site, VARs, the conference, etc.) and potential to inspire …