Laserfiche Enterprise Content Management Tim Welsh President, Nexus-Strategy

A Brief History of Document Management

Paradigm Shift

ECM Methodology ‣ Six core components: Enterprise Content Management Document Management Workflow Automation Understanding of larger process Oversight of content security Oversight of process efficiency Ability to modify process

Automate any process! ‣ New account opening ‣ Blotter creation and supervision ‣ Filing books and records ‣ Accounts Payable ‣ Travel Expense/Request ‣ Anything you can imagine!

Laserfiche ECM Methodology in Action Girard Securities, Inc. A Laserfiche client since departments and 130+ users use Laserfiche daily to automate processes such as: Electronic blotter processing Advertising approvals Document status tracking

Laserfiche Connector Overview ‣ Search the Laserfiche repository based on key information from primary applications such as CRM and ERP systems. ‣ Scan a page, automatically populate metadata and store it in Laserfiche—directly from your primary application. ‣ Connect two applications by allowing one of them to start the other (including the ability to pass parameters between them). ‣ Choose whether the actions above are triggered from a keyboard shortcut, a button embedded in the application or both.

How Laserfiche Connector Works in Salesforce Simple, code-free integration setup to retrieve documents in Laserfiche directly from Salesforce.com