“Being a part of the Laserfiche PDP program has helped us become the CRM of choice for advisors seeking a complete document management suite, thanks to a network of more than 600 Laserfiche resellers who make sure that Junxure is part of their demonstrations,” said Greg Friedman, President of Junxure.

“Our goal at AppCrown is to make advisors’ lives easier and help them maximize their CRM’s return on investment,” said Franklin Tsung, COO/Head of Sales and Marketing at AppCrown. “By integrating Laserfiche with our solutions, RIAs can increase both productivity and profitability.”

Laserfiche provides enterprise content management (ECM) solutions that include document imaging capabilities that enable advisory firms to go paperless, records management automation that lowers the cost of compliance and workflow functionality that enables advisors to automate standard business processes.

AppCrown is a systems integrator that delivers solutions built on Salesforce.com, the world’s largest CRM provider, which currently supports more than 3 million users across 100,000 organizations around the world. Junxure is a comprehensive, integrated CRM system for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

About Laserfiche
Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche® software to streamline document, records and business process management.

The Laserfiche ECM system gives financial advisors the ability to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability. It allows advisors to prepare for audits more easily and ensure compliance with multiple state, SEC and FINRA regulations—all while accelerating business processes and making staff more efficient.

Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from Computer Reseller News/VARBusiness magazine.

Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.

“ECM is a necessity to win larger deals, but finding the right partner can be an arduous task,” said Tom Wayman, Vice President of Product Strategy at Laserfiche. “The Laserfiche Systems Integrator Program provides a stress-free experience for system integrators looking to close larger opportunities.”

The Laserfiche Systems Integrator Program provides members with access to the Laserfiche ECM suite, which is built on Microsoft technologies to leverage existing Microsoft skillsets. Members:

• Quickly implement vertical-specific solutions built on the Microsoft stack, including ready-made templates for government, financial services, education and healthcare.
• Receive bid support including technical inquiries, sales team briefings and proposal assistance.
• Benefit from a dedicated team of engineers who assist with system design and training.

“Charter members of the Systems Integrator Program have won deals as large as $50 million in industries including federal government, education and financial services,” added Wayman. “We look forward to welcoming more members into this prestigious group.”

Systems integrators interested in program membership can apply at booth #719 in the Solutions Innovation Center (SIC) throughout the event, where Laserfiche will be offering stress-reducing massages and demonstrations of its agile ECM solutions.

More information on the Laserfiche Systems Integrator Program is available at www.laserfiche.com/si.

About Laserfiche
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide use Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system is designed to give IT managers central control over their information infrastructure while still offering business units the flexibility to react quickly to changing conditions. The Laserfiche product suite is built on top of Microsoft® technologies to simplify system administration, supports the Microsoft SQL platform and features a seamless integration with Microsoft Office® applications and a two-way integration with SharePoint®.

Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.

“Laserfiche has done the hard work to achieve DoD 5015.2 certification with a solution built on the SharePoint platform,” said Dan Craytor, Chief Architect for Microsoft’s Department of Defense business. “By combining Laserfiche with SharePoint 2010, customers can use a rich and agile platform for collaboration and content management.”

Laserfiche works together with SharePoint 2010 to provide a unified business collaboration platform with comprehensive enterprise content management (ECM) functionality. The joint certification reflects a commitment from both Microsoft Corp. and Laserfiche to work together to provide customers with a cutting-edge solution that offers:

• DoD 5015.2-certified records management.
• Complete document capture and imaging functionality.
• Turnkey transactional content management.
• Simplified workflow design with Microsoft Windows Workflow Foundation.
• Accelerated deployment of SharePoint sites.

“A rock-solid records management strategy that simplifies compliance and ensures security of information is essential for success in today’s market,” said Brian LaPointe, Vice President of Strategic Solutions at Laserfiche. “Our joint, DoD 5015.2-certified solution allows organizations and agencies to leverage the strengths of both Laserfiche and SharePoint 2010.”

“In recent years, Federal, state and local government entities have recognized the significance of such standards as DoD 5015.2,” said Craytor. “As Microsoft’s first partner to achieve this joint certification with SharePoint 2010, we are very enthusiastic about the new opportunities this opens up for government customers of all sizes.”

The DoD 5015.2 standard sets forth core functionality requirements for records management software used by the Department of Defense and its components. Endorsed by the National Archives and Records Administration, it is also used as a benchmark by many other federal, state and local government entities, in addition to numerous public and private corporations.

About Microsoft
Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

About Laserfiche
Laserfiche® creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system is designed to give IT managers centralized control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to respond quickly to changing conditions. The Laserfiche product suite is built on Microsoft technologies to simplify system administration, supports the Microsoft SQL Server platform and combines with Microsoft Office applications and with SharePoint.

Laserfiche is a registered trademark of Compulink Management Center, Inc.

All product and company names herein may be trademarks of their registered owners

Laserfiche’s support for SharePoint Server 2010 maximizes the strengths of both systems. SharePoint Server 2010 provides a unified business collaboration platform, while Laserfiche provides document imaging and turnkey transactional content management for core business processes, including:

• Accounts payable
• Case management
• Contract management
• HR onboarding
• Many more processes

“Adding Laserfiche to SharePoint Server 2010 helps accelerate deployment, simplify workflow design and minimize the need for customization and development,” said Meera Mehta, director of SharePoint Partner Marketing at Microsoft Corp. “It offers customers an easy way to achieve enhanced productivity using SharePoint Server 2010.”

“Using Laserfiche with SharePoint Server 2010 makes organizations more agile,” said Tom Wayman, vice president of product strategy at Laserfiche. “We’re pleased to support the SharePoint Server 2010 launch and provide Microsoft customers with the means to easily manage transactional content within their SharePoint sites.”

About Laserfiche
Laserfiche® creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system is designed to give IT managers central control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to respond quickly to changing conditions. The Laserfiche product suite is built upon Microsoft technologies to simplify system administration, and it supports the Microsoft SQL platform, Microsoft Office applications, and SharePoint Server.

Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from Computer Reseller News/VARBusiness magazine.

Laserfiche is a registered trademark of Compulink Management Center, Inc.

All product and company names herein may be trademarks of their registered owners

Laserfiche’s support for SharePoint Server 2010 maximizes the strengths of both systems. SharePoint Server 2010 provides a unified business collaboration platform, while Laserfiche provides document imaging and turnkey transactional content management for core business processes.

Whether you already have SharePoint, already have Laserfiche, or don’t have either Meera Mehta’s words are powerful:

1) Accelerate deployment

2) Simplify workflow design

3) Minimize the need for customization and development

So if your organization finds itself looking for ways to leverage SharePoint in accounts payable, case management, contract management, HR onboarding or other critical business processes, visit our Agile ECM page to learn how Laserfiche can help.

For the people who struggle with these issues in southeast Texas, Spindletop Mental Health Mental Retardation (MHMR) Services has the resources to support their recovery and relieve their distress. But with over 8,000 patients every year and upwards of 400 employees, Spindletop’s ability to respond promptly to records requests—and, by extension, to patients—was being compromised.

Over 80,000 files resided in a hardcopy storage facility that cost more than $2,000 a month to maintain. And even with six full-time staff members dedicated to managing hardcopy documents, some records took as long as three days to locate and cost $4 each to retrieve and deliver; others were lost for good.

Realizing that an enterprise content management system would ensure access to high-quality services in a more cost-effective way, the center turned to Laserfiche for help.

Complete Content Management within a SharePoint Site

Spindletop was already leveraging SharePoint for the company’s intranet site, but scanning and storing 80,000 documents in SharePoint required more comprehensive content management functionality.

“We wanted to centralize access to patient records without forcing our employees to go out of their way,” explains Jerry Carnley, CIO at Spindletop. “Our intranet seemed to be the natural place to do this, but we needed to implement a content management solution that would be easy to implement, easy to install, and eliminate extra work for the people who deal with patient documents every day.”

Spindletop selected an Agile ECM system engineered with Laserfiche and SharePoint, which met its content management needs in three key ways:

• Seamlessly added document imaging functionality to SharePoint with minimal requirements for installation, support and maintenance.
• Dramatically expanded the amount of content that can be stored online while also improving document security.
• Provided federated search across content stored in Laserfiche and SharePoint.

“Given Laserfiche’s experience and dedication to the Microsoft suite of technology, we saw that it delivers a complete offering to customers seeking an integrated content management and SharePoint solution,” Carnley says.

Specifically, Agile ECM engineered with Laserfiche and SharePoint enables Spindletop to:

• Bring comprehensive document imaging and records management functionality to Spindletop’s existing SharePoint intranet. Employees scan and upload documents directly through the SharePoint interface, then view and manage them with the easy-to-use Laserfiche document viewer.
• Supply superior security, records management and content distribution capabilities when content is moved between SharePoint and Laserfiche—manually, as part of a workflow process or automatically based on a SharePoint expiration policy.
• Provide the ability to retrieve content from both Laserfiche and SharePoint using Spindletop’s intranet search box.
• Automate content-related processes based on activities occurring in both SharePoint and Laserfiche with graphical, drag-and-drop .NET-based workflow configuration that makes workflow design simple for IT staff.

As a whole, Agile ECM provides a cost-effective complement to Spindletop’s SharePoint intranet site—with all of the content management capabilities the company needs.

Results of Running Smarter

With the assistance of DynaSource, a Laserfiche reseller located in Texas, Spindletop implemented Laserfiche and transformed the way it manages content, most notably in the four following ways:

• Instant search and retrieval. From any internet access point, staff can instantly locate scanned records by using the “Electronic Imaging” tab on the SharePoint intranet site. Offsite employees have
  access to the Laserfiche digital records repository through a password-protected Citrix site.
• Sure-fire security. Because Spindletop’s SharePoint intranet uses full Laserfiche security enforcement, employees are granted access to records by department. Employees can view the records for their
  own clients, but restricted patient, employee and financial information remains confidential.
• Easy and efficient scanning. Laserfiche templates enable employees to scan ten times more content than they could before the custom templates were implemented.
• Time-saving automation. When new content is scanned into the system, Laserfiche automatically populates template fields and generates and organizes new folders and subfolders. Because each client has between six and eight subfolders with a total of 25-52 documents to be scanned, this eliminates redundancy and extra work.

According to Carnley, implementing Agile ECM has had a number of noteworthy benefits. “We’ve increased productivity, and morale has jumped in every department that uses Laserfiche,” he says.

“There’s no more waiting around for days for hardcopy documents to be found, and no more lost or misfiled records resulting in huge institutional fines. And we aren’t spending thousands of dollars each month on offsite storage facilities,” Carnley adds.

But best of all from Carnley’s perspective as a CIO is that because Agile ECM engineered with Laserfiche and SharePoint supports developers who need to extend collaboration, scan images and set up workflows to quickly respond to business needs, deployment was quick, easy and affordable. There was no need to hire expensive programmers or IT consultants and no need to build customized plug-ins from scratch. In addition, the intuitive user interface makes the solution easy to administer, since drag-and-drop functionality enables IT staff to permit line-of-business employees to easily make changes to existing workflows and folder trees without IT staff assistance.

“Laserfiche provides a scalable solution that’s easy to install, easy to administer and easy to use,” concludes Carnley. “We’re very happy with the way Laserfiche has enabled Spindletop MHMR Services to expand our use of SharePoint and improve the way we manage content.”

“People want more choice and flexibility in how, where, and when they work,” said Owen Allen, SharePoint senior product manager, Microsoft Corp. “Laserfiche is built on the SharePoint 2010 platform to offer customers a way to achieve richer and better collaboration and productivity using SharePoint 2010.”

“Given Laserfiche’s experience and dedication to the Microsoft suite of technology, we believe it delivers a complete offering to customers seeking an integrated content management and SharePoint 2010 solution,” said Jerry Carnley, CIO of Spindletop MHMR (a community mental health center). Spindletop has evolved as an innovator of technology among the community centers of east Texas (covering about 30% of counties in Texas) that store and access data on the SharePoint Server farm housed at Spindletop.

“Laserfiche provided custom templates that allow our users to scan 10 times more content than before the custom templates were implemented,” added Carnley. “Also, the Web interface provided by Laserfiche allows us to properly and securely archive this sensitive data in a responsible way that is accessible from anywhere on the private MPLS network that connects all 10 community centers.” Laserfiche value-added reseller DynaSource successfully integrated Laserfiche Web Access with Spindletop’s SharePoint Server-powered Intranet.

The Laserfiche customer base and community of developers are eager to start working on integrations with SharePoint 2010 to leverage new features and support them when available. With the Microsoft SharePoint Conference 2009 fast approaching, Laserfiche looks forward to the unveiling of SharePoint Server 2010 and to continuing its tradition of a firm alignment with Microsoft technology.

All product and company names herein may be trademarks of their registered owners.

About Laserfiche

Laserfiche® creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 27,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system is designed to give IT managers central control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to respond quickly to changing conditions. The Laserfiche product suite is built on top of Microsoft technologies to simplify system administration, supports Microsoft SQL and Oracle® platforms and features a seamless integration with Microsoft Office applications and a two-way integration with SharePoint Products and Technologies.

Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from Computer Reseller News/VARBusiness magazine.

Laserfiche is a registered trademark of Compulink Management Center, Inc.

“The ECM industry has been deluged with complex and difficult-to-implement systems that have been cobbled together from many different products,” said Laserfiche CEO Nien-Ling Wacker. “The time is right for an innovative solution that is easy to purchase, deploy and administer. Rio transcends product boundaries to unite document management, business process management and transparent records management in a single enterprise solution.”

With Rio, organizations simply purchase named user licenses which provide a full range of ECM functionality, including workflow automation, Web-based document management, audit trail tracking, optional DoD 5015.2-certified records management and powerful capture tools that unify content located in disparate systems and formats. Licenses range from $700 to $100 per user, based on the quantity purchased.

Rio also includes an unlimited number of Laserfiche servers and repositories, which organizations can use to support back ups, failover clusters, testing environments and multiple locations. To expand their systems, organizations simply purchase additional licenses, which eliminates long requisition processes and makes budgeting for an enterprise deployment much easier.

“We chose Rio because it really made sense,” said Frank Hagy, CIO of the Florida League of Cities. “Because we have locations in different parts of the state, Rio will help us streamline administration, add additional functionality and reduce our annual support costs. It’s a refreshing way to think about ECM.”

Rio is built on a Microsoft platform and uses Microsoft-standard tools, including Microsoft Management Console (MMC) snap-ins, Windows Management Instrumentation (WMI) and the .NET framework, to simplify system administration. Laserfiche Workflow, built on the Windows Workflow Foundation, helps organizations move beyond simple document routing to automate everyday tasks, optimize business processes and share information with a wide variety of applications. And a seamless integration with SharePoint^® enables users to work with both paper and electronic documents from a uniform, user-friendly interface.

“We design our products to make complex systems simpler,” said Wacker. “Rio provides what enterprises have been looking for—an intuitive, easy-to-use ECM system that builds on their existing Microsoft infrastructure.”

About Laserfiche

Laserfiche (www.laserfiche.com) creates simple and elegant document management solutions that help organizations run smarter. Since 1987, Laserfiche has helped more than 25,000 organizations—including state and local governments, financial services firms and healthcare organizations—streamline processes for managing documents, records and workflow.