Missed it at Empower? Elevate your form and process design!
This hands-on lab will show how to build sophisticated forms and processes to enhance user experience and process maintenance. Beginning with a complicated, suboptimal process as a starting point, we will see how implementing advanced functionalities can make both a form and process more streamlined, efficient, and resistant to errors. This course will teach you how to:
Leverage complex field rules and calculations to reduce form and process maintenance
Configure advanced process features such a gateways and events to handle exceptions elegantly
Update existing processes to leverage best practices and new features when designing solutions
Missed it at Empower? Streamline data processing with Workflow!
In this hands-on lab, we’ll explore complex workflow solutions for working with batches of data. Focusing on efficiency, you’ll see how to configure Workflow to retrieve and manipulate data, whether you’re working with sets of data from a database or manipulating data to be sent as part of an integration. In this course, you’ll learn how to:
Effectively query and batch data sets
Efficiently iterate through information while considering when to invoke child workflows
Manipulate tokens to construct data to be sent to other sources, such as Laserfiche Forms, tables, or third-party applications
Missed it at Empower? Enhance your workflows for document processing and import!
In this hands-on lab, we’ll explore complex workflow solutions for bulk document import and re-processing repository documents. Focusing on efficiency and performance, you’ll see how to configure Workflow to streamline working with documents, whether you’re processing new incoming documents or existing documents in the repository. In this course, you’ll learn how to:
Leverage Invoke Workflow activities to modularize workflows
Elegantly handle document exceptions within a process using built-in features
Improve workflow efficiency and performance while considering requirements for speed of processing and accuracy
Missed it at Empower? Unlock your automation potential with workflow!
Refine your workflow knowledge with this hands-on lab, highlighting workflow design patterns to tackle common business needs like data processing and document routing. Go beyond the basics of Workflow by learning useful techniques for working with logic, manipulating tokens to fit your needs, and streamlining your processes to get the most out of your automation. This course will teach you how to:
Find and work with multiple repository entries within a workflow
Manipulate data using token functions including working with multi-value tokens
Laserfiche’s records management functionality can support your compliance goals and help you better manage your records by simplifying the retention and disposition of records. But automation can help streamline records management processes even further and reduce tedious day-to-day actions in the repository! See how to leverage workflow and forms-based processes to enhance and automate records management. In this course you’ll learn how to:
Configure records management properties in Laserfiche to meet an organization’s needs, including planning an appropriate folder structure to support automation
Automate records management actions such as filing records, setting record properties, and performing cutoff to simplify actions
Explore form-based processes to handle records management tasks and approvals
Missed it at Empower? Ready to try out Laserfiche records management?
Learn how Laserfiche’s records management functionality can support your compliance goals and help you properly manage your records. This hands-on session will take you through the configurations and interfaces necessary to manage your records retention rules, perform records management actions within the repository, and create your records management file plan. This course will teach you how to:
Set up your records management folder structure to simplify day-to-day records management tasks
Perform records management actions such as cutoff and disposition
Define and configure records management schedules and instructions
This summit brings together IT leaders looking to redefine what’s possible. From scaling AI, simplifying infrastructure to unlocking data-driven decisions and leading with empathy, you’ll explore how to drive meaningful change across people, platforms, and performance – while keeping your organization resilient, agile, and ready for what’s next.
This summit brings together IT leaders looking to redefine what’s possible. From scaling AI, simplifying infrastructure to unlocking data-driven decisions and leading with empathy, you’ll explore how to drive meaningful change across people, platforms, and performance – while keeping your organization resilient, agile, and ready for what’s next.
Ghost content refers to the data your organization technically owns but can’t find or use effectively — or may not even realize exists. The first step in unlocking the potential of your ghost content is to turn it into structured data.
After uncovering ghost content, and extracting and structuring it with a content management system, you can leverage that data for impactful business process automation. Process automation ensures that valuable information doesn’t just sit in a repository but actively drives productivity.
Why Intelligent Workflow Automation Matters After Unlocking Your Data
Strategically, automating process is a natural step after uncovering ghost content. Not only can you leverage AI to structure and classify your ghost content but this structured data is the foundation for meaningful automation. With AI-powered workflows working to not only structure your ghost content, but can also enable workflow automation to reduce the time and effort employees spend on repetitive tasks or even outdated or disparate automation processes. The benefits of intelligent workflow automation are significant: you can streamline your workflows, improve accuracy improve your compliance and audit readiness, increase your operation visibility and transparency, and empower your employees to focus on higher-value work.
With Laserfiche, these advantages are amplified; workflows are scalable, secure and accessible from anywhere, enabling enterprise-wide workflow automation that connects teams and systems seamlessly. Once you transform insight into action, you can harness the value hidden in your data to drive real results across the organization.
The Three Key Areas Where Automated Workflows Drive Impact
Automated workflows don’t just save time; they transform the way work gets done across an organization. By streamlining processes in the right areas, businesses can maximize efficiency, accuracy, and insight-driven decision-making. Three key areas where automated workflows drive impact are:
1. Repetitive, manual operational tasks
Tasks like data entry or routine approvals are prime candidates for automation. By letting workflows handle these processes, you can free employees from tedious work, reduce errors and run processes faster and more consistently.
2. Cross-functional or siloed workflows
Workflows that span departments or teams often get slowed down by handoffs, miscommunication or siloed information. Automating these processes ensures smooth coordination, visibility into progress, and accountability, making it easier to achieve enterprise-wide alignment and efficiency.
3. Unstructured workflows
Even workflows that rely on unstructured or semi-structured data, like documents, emails, or scanned forms, can be automated. Laserfiche, combined with AI-powered tools like Smart Chat, enables natural language querying of content, allowing automated decision-making and reporting, so you can act on insights quickly and accurately.
How Automation Transforms Data into Actionable Workflows
Process automation brings the value of structured data to life. Once information is organized, employees no longer need to spend time and effort extracting data to access what they need; automation does the heavy lifting.
At the heart of this transformation is intelligent orchestration, a holistic approach that integrates enterprise processes, data, technology and operations into one connected ecosystem. Like a conductor leading an orchestra, intelligent orchestration ensures every part of the business moves in sync, harmonizing data and workflows to deliver consistent, high-quality outcomes. By integrating processes and data intelligently, organizations can deliver personalized customer experiences efficiently and at scale. This allows organizations to not only meet customer needs in the moment but anticipate them, ensuring every interaction is relevant and engaging.
AI-powered tools within Laserfiche, like Smart Fields and Smart Chat, make this even more powerful. Smart Fields intelligently extracts information from documents, regardless of the document’s source or format, while Smart Chat delivers information and insights directly through natural language querying, so that employees can quickly receive concise and tailored responses.
This combination of automation and AI allows organizations to move faster and make smarter decisions without requiring deep technical expertise. This impact spans every department.
Legal teams can automate contract reviews and approvals;
Finance departments can streamline purchase orders and quarterly reporting
Engineering and project teams can ensure documents move smoothly through revisions
Across the enterprise, employees spend less time on manual work, teams collaborate seamlessly, executives gain visibility, and the organization scales more effectively.
Ultimately, intelligent orchestration transforms structured data into synchronized action.
The Path Ahead: From Insight to Impact
The journey from uncovering ghost content to achieving intelligent workflow automation represents a complete transformation in how organizations manage information. It begins with bringing hidden or unstructured data to light, using AI tools to structure information into usable, actionable insights, and finally, using process automation to turn those insights into positive benefits for your organization.
With Laserfiche, this transformation is not only achievable but scalable. Cloud-based, AI-enabled automation makes it possible for organizations to access, manage and act on information from anywhere. What was once hidden or siloed becomes part of a unified and strategic system that drives productivity, transparency and innovation.
