An Introduction to Process Automation Features

An Introduction to Process Automation Features

Transforming business operations goes beyond digitizing content and managing documents. Important business processes need to be completed in a timely manner, and eliminating the manual processes that slow them down is critical to their success. That’s where process automation comes in. Process automation technology improves operational efficiency by streamlining any business process.

Join us to learn how process automation, as part of an enterprise content management system (ECM), saves organizations time and money, enables staff to complete more strategic, valuable work, and improves the customer experience – no matter the business or industry.

In this webinar, we’ll discuss how ECM’s process automation features can help your organization:

  • Reduce manual work and process completion times with automated workflows
  • Speed up operations by capturing and routing information and tasks quickly, easily, and instantly with easy-to-use electronic forms  
  • Gain more visibility into operations and increase the efficiency of cross-functional processes with reporting and analytics
  • Facilitate compliance with automated records retention tools
  • Support collaboration and improve productivity with flexible integration tools
Please join us on demand
Duration: 1 hour

Laserfiche Cloud 2023 Release Review

Laserfiche Cloud 2023 Release Review

Join us to learn about key Laserfiche Cloud updates that have gone live in 2023 and get a preview of updates planned early next year.

We'll cover:

  • A recap of updates and new features released in the latter half of 2023. Some items include:
    • New Forms features that make designing and using Forms easier including a new AI-powered regular expression builder
    • New integrations including an integration with Sharepoint Online
    • Improved funcionality across the platform, such as expanded limits that empower dynamic fields
  • Highlights of upcoming new features including a glimpse into Laserfiche's next generative AI feature  
  • Product demonstration
Please join us on demand
Duration: 1 hour

Laserfiche Self-Hosted 2023 Release Review

 

Laserfiche Self-Hosted 2023 Release Review

Join us to learn about key updates to self-hosted Laserfiche in 2023 and get a sneak preview of where self-hosted is going in 2024!

We will cover:

  • New Forms designer features including save to repository enhancements such as server-wide repository profiles
  • Updates for administrators, including new tools to aid Forms configuration  
  • Product demonstration
  • Sneak peek for 2024
Please join us on demand
Duration: 1 hour

Look out! (& up!) It’s a new API to sync your enterprise Lookup Tables data programmatically

Look out! (& up!) It’s a new API to sync your enterprise Lookup Tables data programmatically

Store millions of data points and leverage them across real-time forms lookups and process automation, while enabling your organization’s support for tens of thousands of customers, product SKU’s, parts lists, billing codes, and more. Have lots of records and want to pre-populate form data based on an ID number? Enhanced Lookup Tables and our Lookup Tables API makes this easier than ever – see how it works.

Please join us:
Date: February 12, 2024
Time: 11:00 a.m. – 12:00 p.m. PST (America/Los Angeles)
Duration: 1 hour

Discover Latest Insurance Priorities: Embrace the Power of Process Automation


Discover Latest Insurance Priorities: Embrace the Power of Process Automation

The insurance industry has embraced digital technology in pursuit of gaining a competitive edge. Despite ongoing economic uncertainties and various significant challenges, insurers and their distribution channels are currently grappling with disruptions. These disruptions encompass a rise in claims and incurred costs, as well as a surge in operational expenses. Given these evolving circumstances, insurance leaders must remain adaptive and flexible with a steadfast commitment to digital transformation.

Join us for a panel of industry experts who will unveil the latest Digital Insurance survey findings. These insightful discoveries shed light on how technology and operational leaders at insurance carriers are strategically redefining the priorities of digital transformation and shaping the new normal.

Topics covered in this webinar include:

  • The critical business priorities that are driving the state of insurance digital transformation
  • How to navigate common pain points related to process automation  
  • The best strategies for technology adoption across your organization
  • How other insurance firms are demonstrating ROI with digital transformation
Please join us on demand
Duration: 1 hour

Laserfiche Integrations


Laserfiche Integrations

Curious about what integrations Laserfiche offers? Confused on which of the many integration offerings you should use in which situation? Join us to answer these questions and learn about the latest and greatest Laserfiche integrations!

We’ll cover: 

  • How to leverage the API and the latest exciting updates
  • Direct integrations like web request rules, Microsoft integrations and more   
  • Leveraging the Laserfiche Marketplace and iPaaS integrations
  • Low-code integration tools like robotic process automation and Connector
Please join us on demand
Duration: 75 minutes

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

Build a Seamless, Integrated New Account Opening Solution with Laserfiche

Opening a new account has traditionally been a cumbersome process within the financial services sector, burdened by paperwork and time-consuming steps. Firms have sought to improve this process by either building their own workflows with existing technology tools or deploying new point solutions. However, these approaches often lack the true automation needed, as they involve manual and repetitive procedures and are disconnected among line-of-business systems.

Join this complimentary webinar to discover an end-to-end integrated solution for new account opening using Laserfiche process automation, coupled with integration tools that enhance the client experience, reduce operational costs, and address compliance challenges.

The webinar will cover the following topics:

  • Trends for the new account opening process in the wealth management industry.
  • A live demonstration of an automated new account opening solution in Laserfiche.  
  • Real-world use cases from the global Laserfiche financial services community.
  • A live Q&A session.
Please join us on demand:
Duration: 1 hour

Dismantling the Dysfunction: Reinforcing Trust, Confidence, and Accuracy in Records Management


Dismantling the Dysfunction: Reinforcing Trust, Confidence, and Accuracy in Records Management

Physical documents can easily get lost or destroyed without proper storage and tracking. This exposes your organization to expensive risks from inconsistent disposition, over-retention or poor auditing practices.

Furthermore, by law, organizations like yours are often required to retain physical records and make them accessible for on-demand retrieval. Securing and granting access to these items can be a time-consuming, burdensome process. This is especially true if you’ve inherited a disjointed legacy software system, or are still tracking files with Excel spreadsheets.

To help solve these problems, you can leverage solutions that provide management of physical documents while making those records available to search and view digitally. Combining physical tracking with digital integration allows you to locate documents easily while maintaining the integrity of the original items. 

Laserfiche + Gimmal have worked together to integrate our existing digital and physical systems into one seamless solution. Join us on Thursday, November 9 at 10:00 AM PT | 1:00 PM ET to see how this integration works and how your peers have benefitted from streamlining this technology in their own organizations.

During this session, you will learn how to:

  • Digitize and auto-classify in one single/centralized and unified system
  • Improve access and response times when locating vital documents and data  
  • Simplify retention and disposition so that you can defensibly expunge unnecessary records
  • Replicate lessons learned from real-world examples and success stories you can take back and apply to your own records management program
Please join us on demand:
Duration: 1 hour

An Introduction to Process Automation Features


An Introduction to Process Automation Features

Transforming business operations goes beyond digitizing content and managing documents. Important business processes need to be completed in a timely manner, and eliminating the manual processes that slow them down is critical to their success. That’s where process automation comes in. Process automation technology improves operational efficiency by streamlining any business process.

Join us to learn how process automation, as part of an enterprise content management system (ECM), saves organizations time and money, enables staff to complete more strategic, valuable work, and improves the customer experience – no matter the business or industry.

In this webinar, we’ll discuss how ECM’s process automation features can help your organization:

  • Reduce manual work and process completion times with automated workflows
  • Speed up operations by capturing and routing information and tasks quickly, easily, and instantly with easy-to-use electronic forms  
  • Gain more visibility into operations and increase the efficiency of cross-functional processes with reporting and analytics
  • Facilitate compliance with automated records retention tools
  • Support collaboration and improve productivity with flexible integration tools
Please join us on demand
Duration: 1 hour

An Introduction to Document Management Features

An Introduction to Document Management Features

An accelerated content management strategy is important in elevating user experience and optimizing costs. Drive digital transformation enterprise-wide through a unified approach to content management, process automation and information governance.

Join this upcoming online session to learn how document management, as part of an enterprise content management (ECM) system, can benefit your organization and streamline operations to establish a foundation for a long-term digital strategy.

In this webinar, we'll discuss how ECM's document management features can help your organization:

  • Reduce manual work by digitally capturing and automatically organizing content into a secure, centralized repository
  • Improve productivity between departments and facilitate digital collaboration   
  • Strengthen regulatory compliance and gain control over retention and disposition cycles with records management tools
  • Keep documents and sensitive information secure through granular access rules
Please join us:
Date: October 10, 2023
Time: 11:00 a.m. – 11:42 a.m. PT (America/Los Angeles)
Duration: 1 hour