1 Cities Digital Vendor Presentation Ryan Patalita Account Manager, Cities Digital.

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Cities Digital Vendor Presentation

Ryan PatalitaAccount Manager, Cities Digital

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Project Goals

1. Establish a secure, yet accessible central repository for records.

2. Generate a document management plan that tracks document retention/destruction schedules.

3. Automate workflow to better facilitate document movement among staff and improve customer service.

4. Facilitate faster and more complete searching of county records by staff and public.

5. Save money by reducing time spent searching for records and materials used to print and copy paper records.

6. Allow mobile access to documents through intuitive technologies.

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Cities Digital Overview 17 years of service with Laserfiche, 600 customers and 25

employees Office in Seattle Document scanning bureau Extensive reference list includes:

• Kititas County• Grant County• City of Yakima• City of Walla Walla • City of Renton• City of Auburn • City of Medina• City of Fife • City of Puyallup • City of Tukwilla

Noteworthy Laserfiche clients:

Amazon.com NFL Cowboys New York Public Schools Lending Tree

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Evolution of ECM

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Laserfiche RIO - Topology

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Laserfiche:Your central repository for client & back-office data

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Document Management:Naming Conventions & Indexing

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Records Retention: Upload an Excel Sheet

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Records Management: Assigning Retention

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Records Management – Close, Cutoff, Destroy

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Document Imaging – Extensive tool set for quality images

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Search– Full-text search, approval status, business type

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Document Review – Annotate, Communicate, Secure, Share

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Prepared – Audit prep tags, Automated Workflow

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Prepared – Auditor folder for review

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Secured – Granular security, access rights & encryption

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Signatures – Sign Documents Anywhere

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Signatures – Sign Documents Anywhere

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Productivity – Microsoft Word, Excel, Outlook

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Version Control – Tracking within Word & Excel

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Automation – New Business, Client Services & Compliance

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Automation – New Business, Client Services & Compliance

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Automation – New Business, Client Services & Compliance

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Automation – E-Forms for IPS and more

Automation – E-Forms for IPS and more

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Advanced Capture – Statement processing

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Efficient Start – Conversion of paper

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Email Archiving

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Mobility – Document management from your iPhone

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Mobility – Document Management from your iPad

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Bonus Workflow – Agenda Review

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Bonus Workflow – Agenda Review

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Bonus Workflow 2 – Physical Records Request

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Bonus Workflow 2 – Box Request Approval

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Bonus Workflow 3 – Fire Inspections

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Bonus Workflow 4 – FOIA Request

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Bonus Workflow – Citizen Engagement

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SDK• VB.net & C# libraries• COM objects• Use for accessing metadata, calling scanning window,

calling search, importing/exporting documents• Rich development toolkit

Web integration• Use iframes• URL query• Sharepoint Integration webpart

Thick Integration• Mapping• Drag/Drop Integration

Integration – API, Drag-Drop & More

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