Laserfiche Virtual Training – New Laserfiche Administrator Bootcamp

Designed for new users to get caught up on Laserfiche administration basics, this lab-style instructor-led training will provide the foundations necessary to successfully manage, administer, and troubleshoot your Laserfiche system.

Topics covered include repository design, metadata administration, repository security and records management, along with repository and task automation.

Advanced Laserfiche Forms and Business Processes

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

Advanced Workflow Design – Working with Data

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

Advanced Workflow Design – Document Processing

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

Intermediate Workflow Design

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

Troubleshoot workflows to get them back on track

Automating Laserfiche Records Management

Simplify your records management!

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

Introduction to Laserfiche Records Management

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

Kansas State University Modernizes Student Services with Cloud Automation

Every semester brings a surge of activity at Kansas State University (K-State). Students submit requests that shape their academic paths, from changing majors to updating personal records. Behind the scenes, staff work quickly to keep those processes moving. But for years, the tools supporting that work struggled to keep pace with the university’s scale and complexity.

K-State serves nearly 24,000 students from across the U.S. and around the world. It depends on administrative processes that are accurate, resilient and easy to manage. Instead, many workflows relied on paper forms, emailed PDFs and disconnected systems that slowed work and increased errors.

Over time, uneven access to the university’s enterprise document management system compounded the problem. “Not every department could afford to buy into our old system,” said Maleah Lundeen, assistant director of financial and digital solutions. “That led to a lot of shadow IT across the university.”

This patchwork of decentralized systems slowed work and increased errors. It also introduced security concerns, compliance gaps and duplicate data. Manual processes placed an additional burden on staff during peak academic periods, such as term starts and add/drop periods.

No area felt that pressure more than the Office of the Registrar. The department’s processes touch nearly every student at some point in their academic journey. Staff used paper forms, shared inboxes and conducted manual follow-ups via email. Incomplete submissions and illegible handwriting further slowed progress and extended student wait times.

A Cloud-Based Shift in Strategy

University leaders recognized that incremental fixes were no longer enough. They began looking for an enterprise platform that could scale across campus. Equally important was how that platform would be deployed. K-State wanted to reduce infrastructure risk, operational overhead and long-term technical debt.

Managing servers, upgrades and security internally was increasingly unsustainable, especially following previous disruptions. A vendor-hosted deployment model delivered stronger resilience while reducing the operational burden on IT teams.

“We wanted everything under one umbrella,” Lundeen said, referring to forms, workflows and document management working together in a single platform. Laserfiche supported that vision while aligning with the university’s cloud-first direction, delivering integrated capabilities without heavy customization or complex development.

“Laserfiche supports our cloud-first strategy by providing a scalable, agile platform that reduces silos and enables faster innovation,” said Bud Tillman, assistant vice president/deputy CIO for enterprise systems. “It has strengthened operational excellence by streamlining processes, improving cross-unit collaboration, and helping teams deliver on our mission more efficiently.”

Kansas State University

Lundeen and her team could see the difference immediately during hands-on testing. “In about a day with Laserfiche, we built what took more than a week in another system,” she said. “Some competing workflows never worked successfully at all, which proved that Laserfiche really was as intuitive as promised.”

Modernizing Registrar Workflows

The Office of the Registrar became the first department to implement Laserfiche. The focus was on modernizing high-volume, long-standing processes that had changed little over time. The team identified 32 registrar workflows for automation.

Today, many of those processes are live, each using electronic forms, automated workflows and centralized document storage. They include:

  • Academic program change, enabling faster approvals for major, minor and certificate updates
  • Student data information change, supporting secure updates to names, gender, birthdates and Social Security numbers
  • Armed forces residency benefit, streamlining a formerly 10-plus-page paper form for military-affiliated students
  • Automated student notifications, confirming submissions and completion without manual follow-up
  • College and athletics notifications, ensuring stakeholders receive timely alerts when changes impact eligibility

Because the platform is hosted by Laserfiche, the registrar’s office also avoids downtime risks during critical periods. Staff can rely on continuous availability during peak enrollment cycles, without worrying about infrastructure failures or deferred upgrades.

Kansas State University

Together, these workflows reduce manual effort, improve data accuracy and deliver faster, more predictable service for students and staff.

Measurable Impact in Months, Not Years

One of the earliest and most impactful workflows was the academic program change process. Previously, staff processed paper or PDF forms manually, routing approvals through email and shared inboxes. Processing typically took three to seven days, with delays common during busy times of the year.

After Laserfiche, the average processing time dropped from an average of five days to just 11 hours, representing a 91% efficiency gain. Within the first three months, staff processed 453 requests digitally, saving approximately 109 hours per form.

Kansas State University

In total, that translates to more than 49,000 staff hours — nearly eight years of reclaimed work capacity — enabling K-State to respond to student needs faster and deliver more timely, reliable services.

Accuracy, Resilience and Governance Built In

Laserfiche integrates directly with the student information system, allowing staff to retrieve verified student data automatically rather than entering details by hand. Previously, manual data entry for each new request led to frequent errors and rework. “Now the data comes straight from our system, improving accuracy and reducing follow-up work,” Lundeen said.

Centralized document storage also eliminated duplication across departments. This makes records easier to find, manage and govern. Search is faster, metadata is consistent and documents remain securely accessible throughout their lifecycle.

Momentum That Scales

Success in the registrar’s office quickly built momentum across campus, with additional departments expressing interest in adopting the platform. “We’ve seen a strong response from teams eager to modernize their own processes,” said Lundeen.

Financial operations are next on the roadmap, alongside efforts to retire legacy content systems. Laserfiche will support this large-scale data migration and information governance. The cloud deployment will simplify transitions and reduce long-term risk.

“With Laserfiche, we empower departments to manage their own processes without relying on IT for every change,” said Lundeen. “That’s helping us reclaim time, reduce risk and prepare the university for the future.”

GDS CIO Insight Summit

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.

RTM Higher Education CIO Congress

The Summer Higher Ed CIO Congress will focus on 75 c-level executives on the technology side of higher education (CIOs, CTOs and VPs of Technology). These leaders are mainly focused on cybersecurity, maximizing student success, and the quality and practices associated with undergraduate, graduate, and professional study at the college/university. Conference sessions will address how technology leaders can improve their institution’s technology programs, support services, and organizational design to drive innovation and help students from all backgrounds succeed.