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

2 Take Information Further Project Goals secureaccessible central repository 1.Establish a secure, yet accessible central repository for records. document management plan 2.Generate a document management plan that tracks document retention/destruction schedules. workflow 3.Automate workflow to better facilitate document movement among staff and improve customer service. searching 4.Facilitate faster and more complete searching of county records by staff and public. Save money 5. Save money by reducing time spent searching for records and materials used to print and copy paper records. mobile access 6. Allow mobile access to documents through intuitive technologies.

3 Take Information Further 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

4 Take Information Further Evolution of ECM

5 Take Information Further Laserfiche RIO - Topology

6 Take Information Further Laserfiche: Your central repository for client & back-office data

7 Take Information Further Document Management: Naming Conventions & Indexing

8 Take Information Further Records Retention: Upload an Excel Sheet

9 Take Information Further Records Management: Assigning Retention

10 Take Information Further Records Management – Close, Cutoff, Destroy

11 Take Information Further Document Imaging – Extensive tool set for quality images

12 Take Information Further Search– Full-text search, approval status, business type

13 Take Information Further Document Review – Annotate, Communicate, Secure, Share

14 Take Information Further Prepared – Audit prep tags, Automated Workflow

15 Take Information Further Prepared – Auditor folder for review

16 Take Information Further Secured – Granular security, access rights & encryption

17 Take Information Further Signatures – Sign Documents Anywhere

18 Take Information Further Signatures – Sign Documents Anywhere

19 Take Information Further Productivity – Microsoft Word, Excel, Outlook

20 Take Information Further Version Control – Tracking within Word & Excel

21 Take Information Further Automation – New Business, Client Services & Compliance

22 Take Information Further Automation – New Business, Client Services & Compliance

23 Take Information Further Automation – New Business, Client Services & Compliance

24 Take Information Further Automation – E-Forms for IPS and more

25 Take Information Further Advanced Capture – Statement processing

26 Take Information Further Efficient Start – Conversion of paper

27 Take Information Further Archiving

28 Take Information Further Mobility – Document management from your iPhone

29 Take Information Further Mobility – Document Management from your iPad

30 Take Information Further Bonus Workflow – Agenda Review

31 Take Information Further Bonus Workflow – Agenda Review

32 Take Information Further Bonus Workflow 2 – Physical Records Request

33 Take Information Further Bonus Workflow 2 – Box Request Approval

34 Take Information Further Bonus Workflow 3 – Fire Inspections

35 Take Information Further Bonus Workflow 4 – FOIA Request

36 Take Information Further Bonus Workflow – Citizen Engagement

37 Take Information Further 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