Laserfiche and Sharepoint @ Kollabria

Laserfiche and SharePoint 2010

Agile ECM

Michael Hose

Regional Manager

Laserfiche

Agenda

• Content Management Overview

• Enterprise Content Management

• Laserfiche ECM

• SharePoint & Laserfiche Overview

• Spindletop MHMR Case Study

• Demonstration

Laserfiche• Established 1987

• Software Development

• Consistent Growth

• 28,000+ Clients Worldwide

• HQ: Long Beach, CA.

• Intl. Office: Hong Kong, PRC

The “Fab-Five” of ECM

• Digitize Paper Records• Import Electronic Files• Organize & Archive• Easy Access• Security

Classical Records

New Age Media & Records

Information Governance: Quadrant

What’s Driving ECM?

Regulation and Compliance Professional Standards Transparency Public Access Security Immediacy Cost Efficiencies Competition Global Market

Goals

• Leverage Existing Infrastructure

• Increase Revenue & Efficiency

• Reduce Cost

• Disaster Recovery & Compliance

Desired Results

• Governance & Risk Mitigation

• Accessibility

• Structured & Repeatable Business Processes = Improve Efficiency

• Accountability & Transparency

• Central Control vs. Local Flexibility

Balancing Control and Flexibility

ECM Paradox created by modern information technology:

– Business leaders strive for risk management and cost optimization

– Employees trying to improve productivity

– Control + Flexibility = Organization equipped to ride out tough times

Getting Started

• The Vision

• The Champion(s)

• The Plan

Planning & Results

• Phased Training• Information Control• User Flexibility• Public Access →• Information Sharing

• Save Time• ROI*

http://www.sacomaine.org/archives/findadoc.shtml

Laserfiche: Enterprise ECM (Rio)

• Maintains Local Autonomy with Centralized Control

• Business Process Management

• System Activity Monitoring

• Web Publishing

• Unlimited Laserfiche Servers and Repositories (test systems, back-up solutions and multi-layered organizations, etc)

• Department of Defense Certified Records Management

Department of Defense Certified

• Designed an ECM solution that addresses the mandated control elements required by system administrators while maintaining unique customizing capabilities and an easy interface for the daily operator (end users)

• Developed a scalable product suite that’s able to meet the demands of large enterprises while maintaining flexible configurations to meet the demands of workgroups and departments

Laserfiche Achievements

What Have We Done Lately?• Recent Software Releases

– Laserfiche 8.0 ECM Suite – March 2008

– BPM / Advanced Audit Trail

– Web Access 8.0.1 – Sep 2008

– SharePoint Integration and Mobile Interface

– RIO™ / Avante™ Server 8.1 – May 2009

– Over 29 Major Enhancements

– WebLink Portal 8

– Web 2.0 Developments

– Quick Fields 8

– Redesigned User Interface

– New Image Processes and More Powerful Data Processing Capabilities

Analyst Coverage• Recent Briefings

• Craig LeClair – Principle Analyst, Forrester Research

• Clay Richardson - Principle Analyst, Forrester Research

• Donald G. Post – Partner, IMERGE Consulting, Inc. • Michael Orasin – Research Manager / Document Solutions, IDC• Alan Pelz-Sharp – Principle Analyst, CMS Watch

• Recent Coverage• Forrester Research – “Use ECM to Fire Up Business Processes” –

October 27, 2008• IDC – “Laserfiche Inspires End Users at LA Conference,” March 2009,

IDC #217380, Volume 1• CMS Watch – “The ECM Suite Report 2009,” version 3• Gartner Platinum Sponsor - Portals, Content, & Collaboration, June 2009

Vision for the Future• Long term development: CEO Nien-Ling Wacker plans on

continuing to offer a straightforward ECM platform with Lightweight BPM for midsized and large organizations

• Near-term: ADO.NET interface, Web Access 8.1, Workflow 8.1, Laserfiche Server 8.2, evolve distributed imaging and processing to the next generation

• Grow user community in specific markets: Financial Services, Government, and Healthcare

• Work with Analysts, Consultants, and Experts (ACE) to continually mold our product suite to meet dynamic and changing industry needs

About LF + SP• Laserfiche Backend Integration (Archival)

• Email (Outlook) or SP Portal (Web)

• Collaboration – Metadata Stays w/ Doc

• No “Silo” – Communicate & Hyperlinks(Federated Search)

Laserfiche + SharePoint

• Laserfiche Web Part

• SharePoint Records Center

• SharePoint Search Protocol Handler

• Laserfiche Workflow Activities

SharePoint Web Part

Example: Laserfiche Web Part + SharePoint

Component in SharePoint Server Farm = Any SharePoint Portal

Laserfiche + Records Center

• Create Doc / Doc Library in SP LF

• Replace in SharePoint with a URL that points to the document’s location in Laserfiche

•Creating a URL placeholder in SharePoint keeps the data in the two data stores synchronized

•Moving the document from SharePoint to Laserfiche and replacing it with a link in SharePoint avoids versioning

Records Center Integration

•SharePoint includes the ability to extend its search handler to other sources of data (Laserfiche repository)

•Seamlessly search both SharePoint and Laserfiche at the same time (just search Laserfiche) from the SharePoint interface

• Transparent Access

SharePoint Search Protocol Handler for Laserfiche

• Activity Monitor -- Ex: Document is Deleted, Original Location?

• If SharePoint- it removes the link from the relevant SharePoint document library, which helps preserve data synchronization between the two systems

• Create task in SharePoint re: documents meeting specific conditions in the Laserfiche repository

• Ex: You create a workflow that automatically creates a task in SharePoint when a you receive a fax that’s imported into Laserfiche. This automation is underpinned by Laserfiche Workflow, which is built on the Microsoft Windows Workflow Foundation.

Microsoft Windows Workflow Foundation

Purchase Order Example

LF Workflow = Auto-Detection, Task Creation

• Spindletop MHMR• 8,000 patients/year, 400+ employees• 80,000 files in storage facility costs $2,000/month• Six staff added to payroll - $4 each file to retrieve • Files lost• SharePoint = Intranet• Laserfiche = Agile ECM

“Laserfiche provides a scalable solution that’s easy to install, easy to administer, and easy to use. 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.”

– Jerry Carnley, CIO, Spindletop MHMR

Don’t Just Build the Dream, Realize It

ECM Case Management

Case Management Flow

CASE MANAGEMENT DEMO

Laserfiche and SharePoint 2010

Questions?

Michael Hose

Regional Manager

Laserfiche