Laserfiche Workflow has the power to automate myriad business processes, but with so many possibilities it can be hard to find a starting point. Before you try to build your first workflow, check out these three helpful resources that will introduce you to Laserfiche Workflow.

You can’t build a workflow unless you know what you’re building—well, you can, but you might end up with the workflow version of this:

To begin, you should assess the fundamental business processes taking place within your organization. Some common processes include:

Once you’ve identified the processes, you can understand the goals and components that drive each process. For example, the goal of onboarding is to hire a new employee; the components can include related departments, application materials and interviews.

By identifying the parts of a business process, you’ll start to see areas in need of improvement (hint, hint: automation!) and determine non-essential steps.

“Sometimes the small workflow is as important as the big, flashy one.”

These pearls of wisdom come from Amy Johnson, a Systems Administrator in Hanover County, VA who builds workflows without the help of her IT department. Her approach to Laserfiche Workflow can be broken down into four steps:

Any business process, whether it requires ten steps or 100, can be built in Laserfiche Workflow using these principles. For your sake though, don’t start with a 100-step process.

Amy Johnson’s article How to Design Your First Laserfiche Workflow walks through the basics of building a document-based process.

A webinar is a great way to see Laserfiche software in action. Check out Laserfiche Workflow Made Easy, which will introduce you to the fundamental tools of the software.

The webinar features:

Looking for some inspiration? Discover how other organizations have streamlined processes with Laserfiche Workflow by downloading your free copy of Quicker, Better, Safer.