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Laserfiche Agenda Manager makes creating, approving, preparing and publishing agendas more simple than ever, in a way that ultimately promotes transparency and citizen engagement.

Submitters can now begin collaborating on agenda items at the departmental level, before sending them to an enterprise-wide agenda workflow. There, flexible new tools allow approvers to re-route rejected items to appropriate staff for necessary revisions and approvals, while supervisors or other users are updated about changes that concern them. Staff update agenda item attachments through their native applications directly from the Website—no downloading, saving and uploading

required—so they save time for other tasks. Once your agenda is assembled, you easily publish and distribute it any way you want, to the Web or Laserfiche.

Agenda management has never been so simple, powerful and, most of all, hassle-free.

Highlights:

  • Simplify agenda processes from item submission to publication of the final document.
  • Extend easy-to-use business process management enterprise-wide.
  • Save staff time and resources while saving yourself headaches.

Make Submitting, Preparing and Approving Agenda Items More Collaborative and Comprehensive

Laserfiche Agenda Manager offers a number of features to simplify and streamline agenda preparation and distribution.

  • Provide Web-based agenda automation through Microsoft Internet Explorer 6, 7, or 8.
  • Submit agenda items electronically and automatically route them throughout the approval process.
  • View item history and comments to track actions taken.
  • Approve, reject, edit, comment on or re-route proposed agenda items.
  • Add observer-only and notification-only users to the agenda process.
  • Automatically submit items approved at a departmental level to the primary council or organization meeting agenda process.
  • Attach a wide variety of file types to agenda items as supporting documentation, including scanned paper files or Microsoft Office files.
  • Create template agendas in Microsoft Word to be automatically populated by approved agenda items, details and report or attachment information.
  • Prepare and publish agendas from Word to Adobe PDF as a full agenda packet with reports, as separate files for agenda and reports or as a simplified version without attachment titles or links, for handing out at a meeting.
  • Publish agendas to an FTP server for download.
  • Upload the agenda and packet to a Laserfiche repository for long-term archival or for Web publication through the Laserfiche WebLink Public Portal.

Simplify Agenda Preparation and Publishing

Once your agenda is assembled, it can be published and distributed any way you want—in one file containing the agenda and its supporting materials, with links to supporting documents or split into separate files—using versatile publication and distribution options designed to flexibly fit any number of situations and needs.

  • Easily drag-and-drop agenda items to set display order.
  • Prepare agendas with a Microsoft Word template and publish them to Adobe PDF.
  • Enable access to specific parts of the agenda packet with publishing options that split the actual agenda and its supporting documents into separate files.
  • Create a simplified version of the agenda without attachment titles or links, for posting or for handing out at a meeting.
  • Automatically link items and their staff reports or other supporting documents when publishing the agenda packet, so reviewers can easily move back and forth between an item and its supporting documentation.
  • Upload agendas and agenda packets to a Laserfiche repository when they are published.
  • Integrate your agendas with an audio and video library available for live or on-demand Web access with the Laserfiche-Granicus integration.

Extend and Expand Workflow Management

  • Replicate manual processes, including options for conditional routing based on item content.
  • Re-route rejected items back to any stage in the approval process for modification or correction.
  • Reduce bottlenecks by delegating approval to a colleague when an approver is not available to review submitted items.
  • Grant users read-only access to items submitted for an agenda anywhere in the process with a new “observer role.”
  • Notify users when items relevant to their department or office reach a certain stage in the process.

Automate Agenda Processes

Laserfiche Agenda Manager automates the formerly paper- and time-intensive process of creating, reviewing and preparing meeting agendas. The result is business process management at its best and most useful, yielding huge savings in resources and staff time.

  • Propose and submit agenda items through an easy-to-use Web form.
  • Revise Microsoft Office documents without saving the document to a local drive, making changes, saving it again and uploading it back to the server—no plug-ins necessary.
  • Prevent changes from being accidentally overwritten by other users with automated check-out.
  • Delete and restore deleted agenda items.
  • Create working drafts of agenda items, allowing you to begin the submission process and finish it later, when you have all of the necessary information.
  • Add comments to an item at any time in the approval/rejection process.

Functionality

Agenda Item Submission
  • Submit agenda items electronically.
  • Assign draft agenda items to be completed by another person.
  • Attach supporting documentation (e.g., staff reports) to items for inclusion in agenda packet.
  • View item history and comments to track actions taken.
  • Delete and restore agenda items.

Workflow Routing
  • Route agenda items automatically to reviewers and approvers.
  • Notify approvers via customizable e-mail of items to be reviewed, with direct link to the item in Laserfiche Agenda Manager.
  • Submit items approved at a departmental-level to the primary council or organization meeting agenda process.
  • Approve, reject, comment on or re-route proposed agenda items.
  • Delegate approval power to someone else when an individual isn’t available to review items.

Image and Document Tools
  • Scan paper files directly into Laserfiche Agenda Manager to add supporting documentation to agenda items.
  • Open and edit attached Microsoft Office files, such as staff reports, directly from the Laserfiche Agenda Manager Web page to make edits, without having to download, save and re-upload.
  • Lock files automatically during revision, preventing simultaneous changes from different reviewers.
  • Attach a wide variety of file types to agenda items as supporting documentation.

System Administration
  • Create workflows for agenda item approval, including required and conditional approvers.
  • Schedule individual meetings or create recurring meetings that will be automatically scheduled.
  • Create template meeting types for meetings that will happen the same way repeatedly.
  • Create template agendas in Microsoft Word to be automatically populated by approved agenda items, details and report or attachment information.
  • Allow observer-only and notification-only users in agenda process.

Installation and Support

Thin Client / Interactions
  • Select from two Web-based thin-client options: Laserfiche Agenda Manager, for multiple meeting types and multiple workflow approval stages, and Agenda Processor, for a single meeting type and a single approval stage.
  • Create agenda templates using the Microsoft Word add-in.
  • Prepare and publish agendas from Word to Adobe PDF as a full agenda packet with reports, separate files for agenda and reports, or handout-only.
  • Publish agenda to FTP server for download.
  • Send the agenda and packet to a Laserfiche repository.

Security
  • Restrict access to software to those with Laserfiche Agenda Manager user accounts.
  • Secure agenda items and associated information through permissions and privileges assigned to users or groups.
  • Support for SSL secure communication.

Environment

Web Server Operating Systems
  • Windows XP, Windows Server 2003, Windows Server 2008, Windows Vista.

Web Server
  • Internet Information Services (IIS).

DBMS
  • MSDE, Microsoft SQL Server 2000 (service pack 3 or higher), Microsoft SQL Server 2005, Microsoft SQL Server 2005 Express, Microsoft SQL Server 2008, Microsoft SQL Server 2008 Express.

Web Browsers
  • Internet Explorer 6, 7, or 8.

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Additional Resources

Brochures

Data Sheets

  • Agenda Manager 8
    Agenda Manager 8

    Make submitting, preparing and approving agenda items more collaborative and comprehensive

Case Studies

  • Sun Prairie, WI
    Sun Prairie, WI

    The city of Sun Prairie, WI, shines a light on business practices