Download a PDF version of the agenda here.
Find the right pass for you or your team – download our pass comparison brochure (PDF), or email us at events@laserfiche.com and we’ll be happy to help.
Empower schedule
| Time (PST) | Beginner Bootcamp | Beginner Bootcamp | Process Principles | Process Principles | Standalone Subjects | Standalone Subjects | Technical Training Sessions |
|---|---|---|---|---|---|---|---|
| 8:00 AM | Building Your First Laserfiche Form | Working with the Laserfiche Repository | Working with Workflow and Forms (Self-Hosted) | Solution Design Bootcamp (Self-Hosted) | Pattern Matching | Laserfiche Records Management | Securing Your Laserfiche Ecosystem |
| 8:30 AM | |||||||
| 9:00 AM | |||||||
| 9:30 AM | Integrations with Laserfiche Connector | ||||||
| 10:00 AM | |||||||
| 10:30 AM | |||||||
| 11:00 AM | BREAK | ||||||
| 11:30 AM | |||||||
| 12:00 PM | Capture Workshop Lab | Getting Started with Workflow (Self-Hosted) | Working with Workflow and Forms (Self-Hosted) | Creating Solutions in Process Automation (Cloud) | Applying Security in the Repository | Designing Sessions In Quick Fields | |
| 12:30 PM | |||||||
| 1:00 PM | |||||||
| 1:30 PM | Auditing the Repository | Using Capture Profiles | |||||
| 2:00 PM | |||||||
| 2:30 PM | |||||||
| 3:00 PM | END | ||||||
| 3:30 PM | |||||||
Professional and Career Development
Build critical skills to help you succeed in today’s business environment. Thrive in your career with these professional and career development courses offered at Empower 2021, including some that offer continuing education credits. Included in the Power Pass, Technical Training, Lab Training, Executive Leadership Summit and Solution Provider Passes.
Brush up on your cybersecurity knowledge with this certification course led by experts from ISACA, the premier global association for IT professionals and aiding enterprise transformation, serving more than 145,000 members in over 188 countries worldwide. The CSX Cybersecurity Fundamentals training and related training are ideal for IS/IT practitioners to build knowledge of cybersecurity.
Buy-in is critical to making organizational change happen, especially when you’re building support for a technology initiative. This day-long bootcamp, led by Melissa Henley, Laserfiche Director of Customer Experience, covers the essentials of driving change. Sessions include:
Build the Business Case for Your Technology Initiative
Drive Change without Driving Your Colleagues Crazy
Selling Your Leadership Message
This bootcamp is offered in conjunction with the International Institute of Municipal Clerks (IIMC). IIMC members are eligible for up to 3 CMC/MMC credits upon satisfactory completion of session assessments.*
*Requires a paid Power Pass or greater
To prevent the spread of COVID-19, state and local governments have issued stay-at-home orders, effectively mandating remote work for employees of so-called nonessential businesses. Even if not mandated, many employers have opted to allow their employees to work remotely. Employers should be aware that these remote working conditions may inadvertently trigger state payroll tax registration and filing requirements for their business. This presentation will discuss state and international issues facing companies dealing with employees working remotely.
Presented by Morgan Lewis, this session is eligible for 1.5 CLEs.
Networking
From user groups and Q&A sessions with our development team to fun networking events, there’s plenty of ways to make new friends and build your network at Empower. Included in the Power Pass, Technical Training, Lab Training, Executive Leadership Summit and Solution Provider Passes.
User Group: HR Professionals 8:00-9:00 AM (PST)
Join other HR users to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche.
Christian Preciado, Will Dankanyin
User Group: LF Administrator 8:00-9:00 AM (PST)
Join other Laserfiche Administrators to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche.
Grace Miller, Patrick Snook
User Group: Records Managers 8:00-9:00 AM (PST)
Join other Records Managers to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche.
Anthony Frias, Louis Nees
User Group: Finance and Accounting Professionals 8:00-9:00 AM (PST)
Join other Financial Professionals to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche.
Melissa Vazquez, Andrew Nunes
Future of Laserfiche Q&A 2:00-3:00 PM (PST)
Want to learn more about the future of Laserfiche? Here’s your chance to ask our Laserfiche experts your burning questions.
Justin Pava, Anthony Frias
Laserfiche Bar Trivia 2:00-3:00 PM (PST)
Test your Laserfiche knowledge against other users – have fun and maybe meet some new friends, too!
Melissa Henley, Joanna Bauer
Laserfiche Cloud Q&A 3:00-4:00 PM (PST)
Laserfiche Cloud is the ultimate Software-as-a-Service (SAAS) business document management solution. Learn more and bring your questions to our Laserfiche experts on what Cloud can do for your organization.
Daniel Herndon, Anita Chang
MotivateHer Mixer 3:00-4:00 PM (PST)
Wind down with some fun and games with the Laserfiche’s MotivateHer group. Get a chance to network and discuss ideas to help drive innovation, equity and advancement both in your career and at your organization.
Lee Norgaard
K-12 Education Industry User Group 8:00-9:00 AM (PST)
Join other K-12 professionals to learn trends in your industry and hear how others are driving innovation.
Andrew Nunes, Ceren Oney
Finance/Banking Industry User Group 8:00-9:00 AM (PST)
Join other Finance and Banking professionals to learn trends in your industry and hear how others are driving innovation.
Linda Ding, Melissa Vazquez
Government Industry User Group 8:00-9:00 AM (PST)
Join other Government professionals to learn trends in your industry and hear how others are driving innovation.
Ryan Park, Will Dankanyin
Higher Education Industry User Group 8:00-9:00 AM (PST)
Join other Higher Education professionals to learn trends in your industry and hear how others are driving innovation.
Grace Miller
Coffee Chat with Laserfiche Executives 1:30-2:30 PM (PST)
Get to know our Laserfiche CEO, Chris Wacker and other Laserfiche executives at this casual and informative coffee talk.
Melissa Henley, Joanna Bauer
Tribal Nations Industry User Group 1:30-2:30 PM (PST)
Join other Tribal Nations attendees to learn trends in your industry and hear how others are driving innovation.
Ryan Park, Ceren Oney, Louis Nees
Healthcare Industry User Group 1:30-2:30 PM (PST)
Join other Healthcare and Public Health professionals to learn trends in your industry and hear how others are driving innovation.
Linda Ding, Christian Preciado
Let’s Talk DEI! 2:30-3:30 PM (PST)
Join the conversation on Diversity, Equity, and Inclusion (DEI) and exchange ideas for incorporating DEI at your organization.
Sarah Dao, Noel Payne
You Be the Product Manager! 2:30-3:30 PM (PST)
Attention Customers! Here’s your chance to share your feedback on what you’d like to see from Laserfiche.
Justin Pava
On Demand
For those who want to keep the learning going. Empower 2021 offers self-paced on-demand training sessions, as well as ebooks, action plans and worksheets to inspire ideas and leave you with a strategy to drive change at your organization. Included in the Power Pass, Technical Training, Lab Training, Executive Leadership Summit and Solution Provider Passes.
Digital Transformation Assessment Model
Using R and Python along with historic data from Costa Rica’s Direccion General de Deasarrollo Social y Asinaciones Familiares – Ministry of Labor and Social Security (DESAF), Roberto Delgado Castro shows how digital transformation can be measured to show real results of Laserfiche and other digital technologies impact in organizations.
His Digital Transformation Quantum Model presents two coefficients that explains the digital transformation’s process assessment due to the usage of Laserfiche and other digital technologies in terms of savings in money, time, workforce, equipment purchases and infrastructure.
Robert Delgado Castro, Financial Analyst and Data Professional, DESAF
Utilizing Continuous Improvement Tools to Drive Process Development
As the world leader in Rail Health® solutions, helping railroads achieve continuous safety and performance improvements, Sperry Rail needed a way to ensure that their field employees have access to the most up-to-date documentation in near real-time. Learn how they used Laserfiche Forms and Workflow to create a solution that is helping earn them ISO 9001-2015 certification, decreased equipment downtime by 8%, and has saved over $100,000 in lost revenue. They’ll also provide insight on how they used Lean and Six Sigma tools to gain stakeholder buy-in and pave the way for future expansion.
Jason Andrews, Senior Manager of Quality, Sperry Rail, Inc.
Screen Fatigue is Real – and How to Combat It
Are you and everyone you know sick of virtual meetings? Is being engaging on-camera becoming increasingly difficult? This session is packed with tactical strategies to make your virtual life more comfortable, give you some immediate relief, and increase fatigued participant engagement.
Kerri Garbis, President and Co-Founder, Ovation Communication
Laserfiche customers have always been called on to deliver results in inspirational and impactful ways. How have members of our community changed course due to the pandemic? Their success stories will inspire you with new ideas and leave you with actionable takeaways.
VA Lighthouse-Laserfiche Integration
Cabarrus County, NC’s Veteran Services Department provides a walkthrough of their Laserfiche-Lighthouse API integration for the Veteran Intake process to show others how Laserfiche can be a great low-code solution for integrating with APIs. This solution was built on top of VueJS, PHP (minimal), and Laserfiche Workflow. Through this integration, they were able to digitize the entire Veteran Services Department.
Mark McIntyre, Software Developer, Cabarrus County, NC
Port Training Institute (PTI), an Inspiring Success Story in the Maritime Industry
The Port Training Institute (PTI) is based in Alexandria, Egypt and serves to educate people working in the maritime industry. Discover how PTI used Laserfiche Forms and business process automation to help them with their digital transformation journey.
Dr. Mohamed Bhnassy, IT Project Manager, Port Training Institute, Arab Academy for Science, Technology and Maritime Transport
How Laserfiche Accelerates STIME’s Digital Transformation
STIME manages all IT-related activities of the Mousquetaires-Intermarche Group, a major European retail corporation. Explore how STIME uses Laserfiche as a contract management solution with the DocuSign integration.
Thomas Boddaert, Project Director, STIME Les Mousquetaires
Going Beyond Paper: Using Forms to Power Digital Transformation
Hear how the Idaho Department of Correction has streamlined processes across its departments, the reports it uses to keep its finger on the pulse of its projects — and even how it plans to leverage Laserfiche to facilitate compliance with a federal law.
Cassandra Lint, Web Hosting and Application Engineer, Idaho Office of the Governor
Integrating Laserfiche Process Automation with Monday.com
This course will demonstrate how to use Laserfiche Process Automation to create and update items in the Monday.com project management platform. See how business processes enable employees to submit requests and have those requests automatically created as a work item (Pulse) on a Monday.com board to help manage the tasks. When the request is complete, have the Business Process automatically assign a task or send an email with the notes from Monday.com without manually entering the information into two systems. Even if you aren’t using Monday.com, you’ll get ideas for how Process Automation can help you integrate systems, eliminate data entry and work more efficiently!
Patrick Snook, Product Manager, Laserfiche
How Collin County Survived 2020 and Plans to Thrive in 2021
Hear how processes put in place by Collin County, TX, helped them prepare for the unprecedented changes brought on by COVID-19 in 2020 and how being prepared and utilizing Laserfiche will keep them thriving in 2021.
Tim Nolan, Applications Manager, Collin County, TX
Georgetown’s Records Management Departmental Survey with Laserfiche Forms
The City of Georgetown’s records management team shows how they designed a records management assessment using Laserfiche Forms and Workflow, saving the city $87,000. This assessment allows the city to make sure that its records management programs aligns with industry best practices and complies with existing policy.
City of Georgetown, TX
Lost Pet Forms Transformed by Laserfiche
The City of Georgetown, TX uses Laserfiche Forms to allow citizens to report lost pets to the animal shelter. This process has already helped dozens of pets reunite with their owners.
City of Georgetown, TX
Lessons Learned from Creating a Public Comment Form
The Town of Estes Park wanted to find a way to engage public participation for all of their virtual town board meetings. Learn how the town clerks were able to effectively and efficiently gather and manage the incoming comments using Laserfiche Forms.
Bunny Beers, Deputy Town Clerk, Town of Estes Park, CO
Five Implementation Lessons Learned
Are you starting your first Laserfiche implementation? Learn from Bryan ISD’s digital transformation journey and come away with tips and tricks to make your implementation project a success.
John Rokenbrod, Software and Records Analyst, Bryan Independent School District
Automating Transparent Records Management
Have you ever wanted to automate records management? Learn implementation strategies and best practices to achieve transparent records management using Laserfiche.
Marty Gaffney, Network Technician, Town of Okotoks, AB, Canada
Troubleshooting Laserfiche Forms
Designing your first Laserfiche Form can sometimes be a challenge. Find out how you can resolve common error messages – and how new features in Laserfiche 10.4.4 can help.
Marty Gaffney, Network Technician, Town of Okotoks, AB, Canada
Live Long and Process: Tips for Planning and Designing Your Automation Process
Michael Wells brings his popular in-person class virtual! Automation can be overwhelming for those who are just starting out—you might not know where to begin or whether or not you’re on the right track. Learn how to analyze your processes for automation, get prepared for the pitfalls you might encounter, and discover how to choose the right tools in Laserfiche based on your specific needs.
Michael Wells, Desktop Services Manager, Chesterfield County, VA
What I Wish I Had Known Before I Automated My Process
Are you new to automation or looking to implement new automated processes? Often, it’s great to hear about people’s success, but it’s even more helpful to hear how you can avoid common pitfalls and consider new approaches to process re-engineering.
Amy Johnson, Senior Systems Administrator, Hanover County, Virginia Commissioner of the Revenue
Tips and Tricks in Laserfiche
Looking to brush up on your Laserfiche skills? In this session, you’ll learn searching tips, metadata features, shortcut modifications, and many other time-saving tricks and procedures to help manage documents flexibly and efficiently in the Laserfiche interface.
Misty Blair, Senior Technical Writer, Laserfiche
Overview of Tools in the Laserfiche Suite
New to the Laserfiche suite? About to implement a Laserfiche system? In this overview, you’ll learn about the basic components of the Laserfiche suite and how each can meet your business needs – as well as best practices from customer use cases.
Louis Nees, Customer Success Manager, Laserfiche
Using Reporting and Analytics to Drive Change
By bringing together data from across the business, companies can get real-time insights into finance, sales, marketing, product development, and other processes. These insights enable teams within a company to collaborate better, achieve better results, and outperform the competition. However, very few companies have realized the importance of analyzing this data to drive organizational `change. In this session, learn how everyone in your organization can use data to increase productivity and enhance decision-making, so you proactively identify issues, drive change and make your organization more efficient and productive.
Brandon Buccowich, Product Marketing Manager, Laserfiche
The Value of Intelligent Capture in Accounts Payable
Processing invoices is a necessity for all organizations. To enable more efficient and streamlined AP invoice processing solutions, Laserfiche will be releasing intelligent capture capabilities, where machine learning technology is used to automatically recognize invoices and extract data. In this session, learn the advantages of intelligent capture and machine learning in AP processes like invoice processing; how to eliminate the tiresome work of manual data entry and associated errors; and how this new solution will integrate with existing Laserfiche solutions. You’ll also get a first look at our new invoice processing solution in action.
Tessa Adair, Technical Product Manager III, Laserfiche
Why to Expand Laserfiche Outside Your Organization
Our customers, constituents, suppliers and partners have technology expectations. They use social media, they shop online and they use kiosks everywhere – the movie theatre, ATM, airport, etc. How do we keep up with their expectations? Laserfiche presents many options to provide them suppliers with self-service support. In this session, learn how and why Laserfiche portals will help you work smarter and provide quality service to everyone you work with – inside and outside your organization.
Anita Chiang, Presales Manager, Laserfiche
Administration in Laserfiche Cloud
Before you begin working in Laserfiche Cloud, there’s just a few steps you’ll want to take to get your system set up. We’ve taken care of all the installation and networking, leaving you to focus on settings like user authentication and security. In this course, we’ll go over how to configure your users to access all the tools they need, as well as connecting applications to your Cloud account to get your system up and running.
Anita Chiang, Presales Manager, Laserfiche
Advanced Searching and Syntax
Learn to leverage search syntax to create powerful searches for reporting and automation. Whether you need to find documents that need additional processing, comply with a records request or an audit, clean up a messy filing structure, integrate with other applications, or just generate scheduled reports, Laserfiche’s powerful search engine can get you there.
Karina Rubin, Senior Implementation Engineer, Laserfiche
Automating Invoices Processes with Smart Invoice Capture
Streamline your Account Payable processes with Smart Invoice Capture! Laserfiche Smart Invoice Capture uses machine learning technology to extract information from any invoice, reducing manual data entry, and allowing process designers to create processes that leverage this data. In this class you’ll learn how to use Smart Invoice Capture within approval processes that identify and route exceptions for manual review, as well as consider general best practices for invoice capture.
Nicole Moulton, Senior Technical Trainer, Laserfiche
Best Practices in Repository Design
The repository is the core of your Laserfiche system and offers a slew of tools to empower your organization to build an efficient setup that fits your needs. This class will cover best practices for repository structure, metadata use and entry naming, as well as suggestions for automation and other tools that can help you maintain your setup. This isn’t just for users with a brand new repository—if your repository has outgrown its original design, we’ll also cover some strategies for reorganizing your system to grow with you.
Siddharth Chaubal, Presales Engineer, Laserfiche
Configuring WebLink for Your Organization
Whether you’re making public records available to your constituents or providing read-only access to files for your customers, Laserfiche WebLink is the tool you need. In this course, you’ll learn how to customize the appearance of your WebLink portal using the built-in designer to make WebLink look and feel like your own website, as well as take advantage of tools like search forms to streamline the user experience for your site visitors.
Siddharth Chaubal, Presales Engineer, Laserfiche
Configuring Workflow Bots
Laserfiche offers Robotic Process Automation (RPA) capabilities through no-code tools like workflow bots that you can use to automate manual, repetitive data entry tasks. In this class, we’ll walk you through how you can leverage workflow bots to streamline your process and bridge last-mile gaps. You’ll learn how to use the bot recorder and designer to configure clicks and data entry actions and add your own process logic, as well as how to take your bot and add it into a workflow.
Francisca Wood, Presales Engineer, Laserfiche
Migrating to Laserfiche Directory Server
If you’re just about to start using Laserfiche Directory Server (LFDS) with your existing Laserfiche system, or want to set up users in LFDS to use Single Sign-On, planning out your user migration approach will simplify the transition. In this class, you’ll learn about available user license types and their technical requirements. We’ll focus on how to migrate users that already exist within the Laserfiche Server and Forms, as well as how you can simplify application licensing by leveraging built-in features too.
Kathleen Park, Senior Presales Engineer, Laserfiche
Overview of Laserfiche Architecture
New to Laserfiche administration? In this course, you’ll learn about self-hosted Laserfiche suite architecture and important aspects of how applications interact. This class will focus on Laserfiche Server and repository architecture as well as individual application frameworks and how these applications communicate with the Laserfiche Server. In addition, we’ll cover some licensing and backup considerations to keep in mind.
John Shupe, Senior Presales Engineer, Laserfiche
Overview of Records Management
Records management is an important part of managing your repository content, and Laserfiche offers extensive functionality to help you keep track of records from their creation point all the way to when they need to be destroyed. We’ll walk through major records management concepts and how to translate your organization’s policies into Laserfiche properties. Laserfiche also offers process automation tools, so you’ll also learn how to build in records management steps to your business processes using out-of-the-box activities.
Chris Rom-Toribio, Presales Engineer, Laserfiche
Reporting and Analytics in Forms
Learn how to use the powerful reporting tools provided in Laserfiche Forms to monitor performance and help ensure greater efficiency in your processes. In this session, you’ll learn how to navigate your way through Forms reporting features, which include a report creation wizard to define your own reports. We’ll also cover how to run reports and share report snapshots, and how to use dashboards to get insights into your processes.
Alyssa Mathias, Technical Trainer, Laserfiche
Translating Business Processes into Laserfiche
Laserfiche offers a full toolkit for the process designer looking to automate any use case, but before diving right into the building step, it’s a good idea to take some time to assess your strategy. If you’re faced with a manual business process that needs some automation, this class will cover how to dissect details of the process and translate the various steps into different applications in the Laserfiche product suite.
Jeremy Setty, Technical Trainer, Laserfiche
Using Metadata in Laserfiche
Using metadata in Laserfiche allows users to easily locate and work with documents in the repository. In this course you’ll learn why to use metadata in the first place, and how to apply different types of metadata to entries in your repository. In addition, we’ll cover how metadata can play an important part within automated processes as well.
Jessica Heffner, Technical Trainer, Laserfiche
Tech Tip: Records Management that Fits Your Entire Organization
Flexible records management empowers users to operate with greater freedom without sacrificing the control organizations need to keep information secure. In this quick overview, learn how flexible records management can help your organization remain compliant with retention rules, without impacting how your organization works.
Nicole Moulton, Senior Technical Trainer, Laserfiche
Tech Tip: Building a Report in Laserfiche
Do you know how to create basic reports that meet your business needs – using features that are already in Laserfiche? In this quick overview, learn how to quickly create reports and visualize data in tables and charts.
Jeremy Setty, Technical Trainer, Laserfiche
Tech Tip: Pattern Matching
Learn how to use pattern matching in your Laserfiche system to capture data more efficiently! In this course, you’ll learn where you can use pattern matching in your automated processes as well as how to create regular expressions using some of the most common character classes to extract the information you’re looking for.
Jessica Heffner, Technical Trainer, Laserfiche
Tech Tip: Sending Files with Direct Share
With Direct Share, you can easily share files with external parties with auditing and tracking, giving you peace of mind knowing that your file sharing activity is monitored and logged. In this class we’ll cover all the tools at your disposal, all the way from sending the initial files to tracking what’s been shared as an administrator.
Alyssa Mathias, Technical Trainer, Laserfiche
Tech Tip: Styling Forms with CSS
When you’re building a form in Laserfiche, there are plenty of options that you can use to get it to look exactly how you want. For even further customization, you can use CSS to customize your form. This course is a quick introduction to CSS and how you can leverage it within Laserfiche Forms for your styling needs.
Francisca Wood, Presales Engineer, Laserfiche
Tech Tip: Using Remote Agents in Laserfiche Cloud
Remote Agents facilitate working with resources outside of Laserfiche Cloud, such as external data sources, scripts, web services, and workflow bots, and you’ll learn about the architecture of Remote Agent and the purpose behind each component in this course. We’ll also cover how to install and register a worker as well as where to look when troubleshooting.
Nicole Moulton, Senior Technical Trainer, Laserfiche
Tech Tip: Workflow Token Editor
Laserfiche Workflow is packed with activities and tools to help you create the exact process you need, and the built-in token editor is a key feature that gives you even more control over your design. In this course, we’ll explore the four formatting options for token modification available in the native token dialog menu as well as use cases for them.
Jeremy Setty, Technical Trainer, Laserfiche
Layout Designer
Jared Rechnitz, Senior Technical Program Manager, Laserfiche
Business Process Library
Brandon Buccowich, Product Marketing Manager, Laserfiche
Cloud Workflow Activities
Joseph Strietzel, Software Engineer in Test III, Laserfiche
Surveys
Jared Rechnitz, Senior Technical Program Manager, Laserfiche
What’s New in the Web Client
Sarah Wefald, Senior Product Manager, Laserfiche
Enterprise Identity Management
Brianna Blanchard, Senior Technical Program Manager, Laserfiche
Insights Reporting
Liyun Zhao, Technical Program Manager, Laserfiche
Laserfiche-Ellucian Integration
Liyun Zhao, Technical Program Manager, Laserfiche
Starting a Process with an Email
Joseph Strietzel, Software Engineer in Test III, Laserfiche
Approvals on the Go
Hui Ren, Senior Product Manager, Laserfiche
Capture Profiles
Tessa Adair, Technical Product Manager III, Laserfiche
For more information on pass types download our pass comparison (PDF) or email us at events@laserfiche.com and we’ll be happy to help.
Determine The Right Lab Day For You Lab
These hands-on training sessions with our expert Laserfiche trainers are our most popular sessions. Visit the “My Agenda” tab of the Theaters page in the Empower virtual platform to access your training sessions. Only available in the Lab Training pass. Registration is now closed.
For more information on pass types download our pass comparison (PDF) or email us at events@laserfiche.com and we’ll be happy to help
Solution Provider Sales Training and Q&A Sessions
With informative keynotes, targeted sessions and training exclusive to solution providers, Empower 2021 provides tools to help our resellers thrive in the years to come. Included in the Solution Provider Passes.
Industry panels and trends – Industry Trends and Opportunities for Laserfiche Solution Providers Monday, February 22, 2021, 8:00-9:00 AM (PST)
The COVID-19 pandemic has disrupted all industries across the globe virtually overnight. Businesses that are able to pivot quickly to digital operations are seeing a much faster recovery than those who failed to adapt. Laserfiche technology plays a critical role for helping organizations to achieve the digital transformation. Join the Laserfiche Industry Marketing Group (IMG) subject matter experts to explore technology opportunities, new use cases and sales tools in Education, Financial Services, Government, Healthcare and Manufacturing.
Linda Ding, Senior Director of Strategic Marketing, Laserfiche
Grace Ding, Education Marketing Manager
Ryan Park, State & Local Government Marketing Manager, Laserfiche
Analida Blakely, Industry Marketing Associate, Laserfiche
Laserfiche 11: Hybrid Add-ons Overview Monday, February 22, 2021, 11:30 AM-12:30 PM (PST)
Laserfiche 11 introduces several highly anticipated innovations for self-hosted customers, including Smart Invoice Capture, Workflow Bots, Direct Share and more. Accessible as hybrid cloud services, these new capabilities will allow organizations to further support transformation initiatives and open new opportunities for solution providers to grow their business. Join Justin Pava, Director of Product Management, to learn more about how these hybrid cloud services will work, what customers to target and how they complement Laserfiche’s broader cloud product strategy.
Justin Pava, Director Product Management, Laserfiche
Migrating to Laserfiche Cloud Monday, February 22, 2021, 12:30-1:30 PM (PST)
Description: Learn about the latest options and best practices for migrating new and existing customers to Laserfiche Cloud.
Daniel Herndon, Director Cloud Services, Laserfiche
Laserfiche Tiered Packaging Overview Monday, February 22, 2021, 1:00-2:30 PM (PST)
Laserfiche introduced new tiered packages in August 2020, which changed the way products are bundled, to focus new sales into the enterprise and mid-markets.
In this session, we will:
* Step through the tiered packages – Starter, Professional, Business and Enterprise – for self-hosted and Laserfiche Cloud subscriptions
* Cover newly introduced licensing options, including sandbox environments, site licenses and hybrid cloud services provide timelines for when these changes will impact existing customers on legacy product suites
Catherine Wilson, Director Pricing and Packaging, Laserfiche
Esther Chow, Director of Sales Operations and Customer Success, Laserfiche
Upgrades and Migrations 1:30-2:30 PM (PST)
Brian Vu, Solutions Engineer, Laserfiche
Salah Faea, Senior Solutions Engineer, Laserfiche
Tendencias Comerciales para LATAM Tuesday, February 23, 2021, 10:00-11:00 AM (PST)
Desafíos y oportunidades Laserfiche dentro de la industria del software y un análisis detallado de la distribución de ventas por producto e industria en LATAM. (Challenges and opportunities Laserfiche within the software industry and a detailed analysis of the distribution of sales by product and industry in LATAM)
Q&A from 10:30-11:00 AM
Juan Carmona, Business Development Manager, Laserfiche
Eduardo Hernandez, Territory Manager, Laserfiche
Canada and Laserfiche Cloud for Canadian Solution Providers Tuesday, February 23, 2021 11:00 AM-12:00 PM (PST)
Q&A from 11:30 AM-12:00 PM
Alex Matos, Regional Manager, Laserfiche
Omer Sheikh, Business Development Manager, Laserfiche
Recommended viewing time: Tuesday, February 23, 2021 10:00-10:30 PM (PST)
Tips for building effective Proof of Concepts Demonstrations
In this course we’ll share some insights on how the Laserfiche Presales team builds and delivers effective proof of concept demonstrations. We’ll also share some time saving tips we’ve discovered along the way.
Alan Chan, Director of Presales and Technical Training
Recommended viewing time: Tuesday, February 23, 2021 10:30-11:00 PM (PST)
Digital Marketing for Solution Providers: How to Drive Quality Traffic and Leads to Your Website
Digital marketing has become an increasingly effective way to engage with prospective buyers and generate demand for enterprise technology solutions – especially with in-person events on hold amid the pandemic. But with more and more firms looking to capitalize on this trend and grow their digital presence, it has become difficult to compete for buyers’ attention.
Join this session to learn how you can generate high-quality traffic to your website and qualified leads into your funnel using digital marketing. Leveraging real-world strategies and lessons learned from Laserfiche’s digital marketing efforts, the presenters will show you how to:
* Discover the most relevant, high-intent keywords buyers are searching for
* Implement these keywords into your website to start attracting new traffic
* Turn your website visitors into leads for your Sales team to call and convert into customers
Dan Komin, Associate Director of Demand Generation at Laserfiche
Jamie Knowles, Senior Manager of Digital Marketing at Laserfiche
Recommended viewing time: Tuesday, February 23, 2021 11:00-11:30 PM (PST)
Laserfiche Resources to Help Your Business Grow
Having the right tools on hand can help your organization work smarter, not harder, when approaching sales opportunities. In this session we’ll cover the various sales, marketing, and educational resources that our team has put together to support your efforts throughout the entire sales cycle. From acquisition to retention, Laserfiche works hard at building the tools you need to succeed!
Elliot Ammon, District Manager, Laserfiche
Recommended viewing time: Tuesday, February 23, 2021 10:00-10:30 PM (PST)
Laserfiche Training Resources
In this course we’ll go over the different Laserfiche product training resources that are available to Solution Providers as well as your customers
Alan Chan, Director of Presales and Technical Training
Welcome and Opening Keynote: Marc Randolph
2/23/2021 - 9:00-9:45 AM (PST)
Pass Type: All
Marc Randolph is a veteran Silicon Valley entrepreneur, advisor and investor. Marc was co-founder of Netflix, serving as their founding CEO, as the executive producer of their web site, and as a member of their board of directors. Although best known for starting Netflix, Marc’s career as an entrepreneur spans more than four decades. He's founded or co-founded more than half a dozen other successful start-ups, mentored rising entrepreneurs including the co-founders of Looker Data which was recently sold to Google for $2.6B, and invested in numerous successful tech ventures. He is a frequent speaker at industry events, works extensively with young entrepreneur programs, sits on the board of the environmental advocacy group 1% for the Planet, and chairs the National Outdoor Leadership School’s Board of Trustees.
Marc Randolph, Entrepreneur, investor and Netflix co-founder
Interviewer: Yun-Hee Kim, Technology Editor, Wall Street Journal
Keynote: Harry D. Moseley
2/23/2021 - 9:45-10:00 AM (PST)
Pass Type: All
Harry D. Moseley brings to Zoom a blend of transformational leadership, disruptive innovation, and corporate growth strategies. As the former CIO & Managing Director for KPMG, Harry was responsible for technology and innovation to support the firm’s competitive growth. Over five years he identified and replaced legacy technology to dramatically improve productivity, security, and reliability. Before joining KPMG, Harry served as CIO & Senior Managing Director - Partner for Blackstone, where he led the company’s transformation to the world’s best digital alternative asset manager.
Product Keynote: Laserfiche President Karl Chan
2/23/2021 - 1:00-1:30 PM (PST)
Pass Type: All
The product keynote features Laserfiche President and CTO Karl Chan, as well as members of our development team, so you can get sneak peek of the new features and functionality that will help you thrive in 2021 – as well as an overview of our future strategy and vision.
As an expert in aligning technology with business goals, Chan oversees every aspect of product development. Under his leadership, Laserfiche software evolved from a document management system to a full suite of content management, automation and analytics solutions.
Executive Leadership Summit
Pass Type: Executive Leadership
The Laserfiche Executive Leadership Summit is a half-day exclusive forum that will explore how economic pressures have reshaped a technology-centric business model across industries. Join your peers leading digital transformation in diverse industries to obtain perspectives on driving organizational growth through unprecedented change.
2021 Vision Reset – Reimagine Your Business for a Post-Pandemic World
2/23/2021 - 10:00-10:30 AM (PST)
Pass Type: Executive Leadership
Disruption is all around us. After a year, the pandemic has continued to force the closure of movie theatres, sporting events and live entertainment venues. How consumers consume content, watch sports and rely on technology has forever changed. During this lively session, IT leaders from Lionsgate Entertainment, Los Angeles Clippers and Esri will share how their organizations responded to the pandemic. Whether it’s creating a virtual fan experience, streaming new shows, or providing the global platform to track COVID-19 infections, these leaders had to reimagine their business. Join us to benchmark lessons learned and get the inside scoop on what you can to do help your organizations get ready for a post-pandemic world.
Moderator: Thomas Phelps, SVP of Corporate Strategy & CIO, Laserfiche
Panelists: Theresa Miller, EVP & Chief Information Officer, Lionsgate Entertainment
Charles Sims, Head of Technology, Los Angeles Clippers
Dan Abushanab, Chief Information Officer, Esri
Five Practical Technology Trends You Don’t Want to Miss in 2021
2/23/2021 - 10:30-11:00 AM (PST)
Pass Type: Executive Leadership
Post-pandemic tech trends from Artificial Intelligence, Automation, and Cybersecurity to Cloud-Native Technologies and Video Communications are transcending industry borders into the mainstream. As leaders, how do we cut through the noise and focus on the technologies that will transform our business? Hear from a panel of technologists and industry practitioners who will discuss the tangible outcomes that leaders can expect from embracing these technologies in both traditional and unexpected operational areas.
Moderator: Linda Ding, Senior Director of Strategic Marketing, Laserfiche
Panelists: Theresa Miller, EVP & Chief Information Officer, Lionsgate Entertainment
Dean Gialamas,General Manager of Enterprise Performance & Accountability, Los Angeles County, Internal Services Department
Phil Le-Brun, Director of Enterprise Strategy, Amazon Web Services (AWS)
Decoding Chaos – A Trifecta of Data Privacy, Ransomware and Supply Chain Attacks
2/23/2021 - 11:15-11:45 AM (PST)
Pass Type: Executive Leadership
Along with lockdowns, 2021 is creating headwinds from new data privacy requirements, ransomware and recent cybersecurity supply chain attacks. Many companies and employees are ill-prepared to address this trifecta of issues, let alone understand the lasting implications to both their corporate security and personal security posture. Join this session with the FBI, a leading privacy attorney, and security leaders from FireEye and Trace3 for a lightning round of discussions. They will demystify these issues, explain the anatomy of the supply chain attack, and provide practical perspectives on what you can do to mitigate risk both at work and in your personal lives.
Moderator: Thomas Phelps, SVP of Corporate Strategy & CIO, Laserfiche
Panelists: Panelists:Caitlin Gremminger, Supervisory Special Agent, Federal Bureau of Investigation
Brandon Reilly, Partner, Manatt, Phelps & Phillips, LLP
Bryan Kissinger, PhD, Vice President and Chief Information Security Officer, Trace3
Charles Carmakal, SVP & CTO, FireEye Mandiant
Connecting Virtually – Exploring Exciting Business Opportunities through CX
2/23/2021 - 11:45 AM-12:15 PM (PST)
Pass Type: Executive Leadership
It’s no secret that customers no longer choose strategic partners solely on price or product. Experience counts! During the COVID-19 lock down, it’s clear that organizations that have embraced digital strategy to create seamless online customer experiences thrived, and those who did not adapt to the virtual landscape were negatively impacted. This session will explore what modern business and technology leaders are creating today to enhance the customer experience and increase satisfaction levels. We will discuss key practical lessons learned on Cloud modernization initiatives, what essential services are being brought online (e.g. telemedicine, account onboarding, student and citizen services), and how these experiences will transform service delivery moving forward.
Moderator: Linda Ding, Senior Director of Strategic Marketing, Laserfiche
Panelists: Todd Shanley, Chief Information Officer, Cabarrus County, NC
Vib Arya, Chief Operating Officer, Shufro Rose, NY
It’s Still a People Business – Leadership in a Time of Change
2/23/2021 - 12:30-1:00 PM (PST)
Pass Type: Executive Leadership
2020 has marked a renewed focus on diversity, equity and inclusion (DEI). As COVID-19 continues to disrupt industries, organizations are reflecting on existing programs and reexamining strategic priorities. When it comes to DEI, research shows that when organizations invest in diversity and inclusion, they are in a better position to create more adaptive, effective teams and more likely to recognize diversity as a competitive advantage. Learn from a panel of business and technology leaders who will share working policies and practices that foster a culture of inclusion and equity, and ensure a sustainable DEI momentum that will perpetuate positive changes for generations to come.
Moderator: Stacey Gordon, DEI Strategist and CEO, Rework Work
Panelists: Amy Flourry, Principal, Director of Operations, Rehmann Wealth
Lea Eriksen, Director of Technology and Innovation / CIO, City of Long Beach, CA
Tosha Pham, Chief Information Officer and Associate Vice President of ITS, California State University, Los Angeles
Unlocking the Value of Laserfiche
Pass Type: All
In these informative sessions, Laserfiche users will explore features and functionality that can help drive adoption, unlock additional value and make the most of your current system.
Build a Business Process You Can Report On
2/23/2021 - 10:00-10:30 AM (PST)
Pass Type: All
Are you struggling to create meaningful metrics and reports? Is the data you need siloed in various separate applications? Does it feel like reporting is always the “next phase” of your project? Join us to learn how to build reporting into your business processes.
Andrew Nunes, Senior Customer Success Manager, Laserfiche
New Licensing Models to Help You Get the Most from Laserfiche
2/23/2021 - 10:30-11:00 AM (PST)
Pass Type: All
Wondering what’s new with Laserfiche licensing? In this session, learn about new tiered packages for self-hosted and Laserfiche Cloud subscriptions! We’ll cover what functionality is bundled in each package, as well as address new options including sandbox environments, site licenses, and hybrid Cloud services – then discuss what migration paths are available for these new platforms.
Elliot Ammon, Sales Operations Associate, Laserfiche
Using Laserfiche to Collaborate
2/23/2021 - 11:00-11:30 AM (PST)
Pass Type: All
Laserfiche isn’t just a place to store your archived records--there are a variety of tools that enable your organization to work together on active documents, as well as involve external parties in your processes. Learn how to leverage Office 365 for in-browser document coauthoring, share files with external parties using new secure file sharing, and update content on the go with the Laserfiche app.
Melissa Vazquez, Customer Success Manager, Laserfiche
Quick Wins to Help You Get More Value out of Laserfiche
2/23/2021 - 11:30 AM-12:00 PM (PST)
Pass Type: All
The best quick wins are easy to implement, inexpensive, have a narrow and focused scope, and can be fully implemented within 60-90 days. Join us to learn about quick wins you can implement with Laserfiche, including how to enable access to the content, information and processes employees need to work from home – and return to the office safely.
Will Dankanyin, Customer Success Manager, Laserfiche
AI and Machine Learning: The Key to Digital Transformation
2/23/2021 - 12:00-12:30 PM (PST)
Pass Type: All
Using AI and machine learning to transform operations, service delivery and business models is key to future success. As you look toward AI to accelerate digital transformation, it’s a good time to think about how Laserfiche can play a part. What organizational goals can you achieve through using AI features in Laserfiche? Why can AI in Laserfiche help you make better decisions? Join us to for a look at the future of Laserfiche – and how it can drive digital transformation in your organization.
Tessa Adair, Product Manager III, Laserfiche
Introducing the Next Generation of the Laserfiche Server
2/23/2021 - 12:30-1:00 PM (PST)
Pass Type: All
Join us to learn what’s next for the future of the Laserfiche Server! In this session, you’ll get an overview of how the architecture of the Laserfiche Server is transforming – enabling a global infrastructure that’s even more scalable, secure and reliable.
John Uetz, Senior Product Manager, Laserfiche
Accelerating Digital Transformation
Pass Type: All
Digital transformation is business critical for every organization. How can you transform vital processes, drive change and deliver results? Once you’ve done that, learn ways to connect Laserfiche to strategic goals, and communicate the results of your transformation efforts to your boss, your executive team or your city council.
Real-World Artificial Intelligence: A Fireside Chat About the Role of AI in Business and Digital Transformation
2/23/2021 - 10:00-10:30 AM (PST)
Pass Type: All
Author and Forbes contributor Tom Taulli joins Tessa Adair, Laserfiche product manager for capture and machine learning, to discuss how AI is impacting the business landscape, challenges and opportunities for implementing AI technology, practical uses and how to prepare yourself and your organization for an AI-driven future.
Tom Taulli, author of Artificial Intelligence Basics: A Non-Technical Introduction and The Robotic Process Automation Handbook: A Guide to Implementing RPA Systems
Tessa Adair, Product Manager III, Laserfiche
Unlocking Success in Digital Transformation
2/23/2021 - 10:30-11:00 AM (PST)
Pass Type: All
There’s no question that data and technology are key levers for digital transformation, but it’s also about people and organizational alignment. In this engaging panel discussion, learn from members of the Laserfiche community who are at various points in their digital transformation journey about what’s worked – and what hasn’t – as they continue to navigate the world of digital transformation.
Michelle Lombardo-Smith, IT Applications Manager, The Wenger Group
Lynn Petrushkewich, IT Project Lead at Parx Casino
Jason Andrews, Senior Manager of Quality, Sperry Rail, Inc.
Moderator: Arlene Covarrubias, Community Engagement Manager, Laserfiche
Five Trends That Will Shape the Future of Work
2/23/2021 - 11:00-11:30 AM (PST)
Pass Type: All
The future of work is a hot topic, with conflicting information from various experts leaving plenty of room for debate around what impact automation technology like artificial intelligence and robotics will have on your office. Learn how Laserfiche is helping you get ready, with machine learning to help automate and streamline processes and document management, new collaboration technologies and advanced automation tools.
Jason DelValle, Senior Product Marketing Manager, Laserfiche
Being Human in the Age of Digital Transformation
2/23/2021 - 11:30 AM-12:00 PM (PST)
Pass Type: All
Digital innovation not only changes corporations, but also who we are as humans. Technology continues to evolve at an exponential rate, swiftly collapsing industries that took decades to build. This presentation unravels which technological changes to anticipate and how their integration impacts the workforce, not only from a business perspective but sociological, psychological, and existential as well. How might this wave of change affect industries—and us as the people that work for them—faster than experts originally anticipated?
Delivering Value with Digital Transformation
2/23/2021 - 12:00-12:30 PM (PST)
Pass Type: All
The Laserfiche Digital Transformation Model is a roadmap to help organizations on their paths towards digital transformation. In this session, learn how you can leverage each pillar in the Digital Transformation Model to fundamentally transform the way you do business, including examples of how successful organizations approach digital transformation – and how to get your colleagues on board.
Jason DelValle, Senior Product Marketing Manager, Laserfiche
The Digital Workplace: Technologies and Practices that Take Us Beyond the Pandemic
2/23/2021 - 12:30-1:00 PM (PST)
Pass Type: All
Stay-at-home mandates forced organizations into a way of working that was completely new for many. Some teams have not only maintained continuity, but also uncovered new efficiencies, improved operations and thrived in a remote environment. Hear from business leaders what tools and practices worked so well that they will continue to live on even after things “return to normal.”
Marty Gaffney, Network Technician, Town of Okotoks, AB, Canada
Jen Kansanback, Communications Manager, City of American Canyon
Ed Evans, Senior Associate Vice President for Information Technology & CIO at Texas A&M University Corpus Christie
Thomas Phelps, VP or Corporate Strategy & CIO, Laserfiche
Moderator: Siobhan Fagan, Managing Editor, CMSWire.com
Keynote: George Kurtz
2/24/2021 - 10:30-10:45 AM (PST)
Pass Type: All
George Kurtz is the CEO and co-founder of CrowdStrike, a leading provider of next-generation endpoint protection, threat intelligence, and services. Kurtz is an internationally recognized security expert, author, entrepreneur, and speaker. He has more than 26 years of experience in the security space, including extensive experience driving revenue growth and scaling organizations across the globe. His entrepreneurial background and ability to commercialize nascent technologies have enabled him to drive innovation to market throughout his career. His prior roles at McAfee, a $2.5 billion security company, include Worldwide Chief Technology Officer and GM as well as EVP of Enterprise.
Prior to joining McAfee, Kurtz started Foundstone in October 1999 as the founder and CEO responsible for recruiting the other founding team members. Foundstone, a worldwide security products and services company, had one of the leading incident response practices in the industry, and was acquired by McAfee in October of 2004. Kurtz has been quoted or featured in many major publications, media outlets, and television programs including CNN, Fox News, ABC World News, Bloomberg, CNBC, New York Times, USA Today, Wall Street Journal, The Washington Post, Associated Press, Network World, and may others. He also authored the best-selling security book of all time, Hacking Exposed: Network Security Secrets & Solutions.
Keynote: Nicol Turner-Lee
2/24/2021 - 9:00-9:15 AM (PST)
Pass Type: All
Dr. Nicol Turner Lee is a senior fellow in Governance Studies, the director of the Center for Technology Innovation, and serves as Co-Editor-In-Chief of TechTank. Dr. Turner Lee researches public policy designed to enable equitable access to technology across the U.S. and to harness its power to create change in communities across the world.
Keynote: Jay Chaudhry
2/24/2021 - 10:45-11:00 AM (PST)
Pass Type: All
Jay Chaudhry CEO, Chairman & Founder of Zscaler, Inc. Jay is an accomplished entrepreneur, having founded a series of successful companies, including AirDefense, CipherTrust, CoreHarbor, SecureIT, and Zscaler. Jay has a history of introducing visionary innovations to market that address the demand for securely enabling emerging technology trends, such as the Zscaler global security cloud for distributed and mobile enterprises.
Keynote: Ted Ross
2/24/2021 - 9:15-9:30 AM (PST)
Pass Type: All
Ted Ross is CIO for the City of Los Angeles and General Manager of the Information Technology Agency (ITA). His department of 450 employees delivers enterprise IT services to 48,000 employees across 41 City departments and digital services to over 4 million residents. Appointed by Mayor Eric Garcetti in 2015, Ross has over 21 years of private and public sector technology experience.
Closing Keynote: Kate O’Neill
2/24/2021 - 1:00-1:30 PM (PST)
Pass Type: All
Kate O’Neill is an author, keynote speaker, Fortune 500 advisor, and experience strategy expert focused on helping humanity prepare for an increasingly tech-driven future by teaching business how to make technology that’s better for humans. An integrated thinker and theorist, Kate makes it her work as Founder and Chief Tech Humanist of KO Insights to explore human-centric digital transformation, the future of work and human jobs, and human meaning in an increasingly automated world.
Unlocking the Value of Laserfiche
Pass Type: All
In these informative sessions, Laserfiche users will explore features and functionality that can help drive adoption, unlock additional value and make the most of your current system.
What’s Ahead for Laserfiche: A Look at the Product Roadmap
2/24/2021 - 9:30-10:00 AM (PST)
Pass Type: All
What’s ahead for Laserfiche? In this session, our technical product managers will give you an overview of our strategy, vision and direction – as well as a sneak peek at what new products and features you can look forward to.
Ian McCready, Senior Product Manager, Laserfiche
Daniel Herndon, Senior Product Manager, Laserfiche
Leave the Busywork to the Bots
2/24/2021 - 10:00-10:30 AM (PST)
Pass Type: All
Have you heard about Robotic Process Automation (RPA), an innovative, no-code technology which can automate manual, repetitive data entry tasks? Discover the many ways you can use software bots to boost productivity. You’ll also get a first look at new functionality in Laserfiche RPA including the bot recorder, new ways to integrate with external applications and how RPA bridges last-mile gaps in your automated processes.
Cosette Dwyer, Product Manager II, Laserfiche
Streamlining Information Capture and Review with Forms
2/24/2021 - 11:00-11:30 AM (PST)
Pass Type: All
With Laserfiche Forms, you can easily build forms without any coding experience. Learn how you can publish web-based forms that people outside your organization can use, automatically route and manage information through forms, and gain insight with reporting tools to help identify bottlenecks.
Monty Ashton-Lewis, District Manager, Laserfiche
Introducing the Laserfiche API
2/24/2021 - 11:30AM-12:00PM (PST)
Pass Type: All (except Executive Leadership)
The new Laserfiche API will enable you to more easily integrate Laserfiche with the other products you use. Join us to learn about the Laserfiche API, the types of integrations you can build, and what resources are available to help you in your integration journey.
Alex Kang, Technical Program Manager, Laserfiche
How to Build a Laserfiche Training Program for Your Organization
2/24/2021 - 12:00-12:30PM (PST)
Pass Type: All
Looking to get others in your organization using Laserfiche? People often fear what they don’t know, so one way to get people excited about change is through training. In this class, we’ll cover everything you need to know about building a Laserfiche training program for your organization, including how to get your training program off the ground; Laserfiche resources that can help; and how to develop a sample training plan.
Valen Anderson, Senior Instructional Designer
Extending Cloud with External Connections
2/24/2021 - 12:30-1:00PM (PST)
Pass Type: All
Remote agents can make it easy for you to integrate Laserfiche with production databases, custom code and third-party APIs. Join us for this informative session to learn how you can use this new feature to get the most out of Laserfiche Cloud by extending it across your existing infrastructure.
Joe Edwards, Software Engineer, Laserfiche
Leading Through Change
Pass Type: All
If 2020 has shown us anything, it’s that in the face of change, when we work together, we will thrive. Whether you’re personally looking to become more adaptable, you’d like to learn more about how to support diversity and equity at work or in your community, or your organization is positioning itself for success in changing circumstances, at Empower, you’ll learn leadership skills that can help. This track covers change management, DEI, communication skills and personal growth strategies to help you and your organization be more agile in the face of transformation.
Embracing the Future of Work: How to Create a Culture of Equality
2/24/2021 - 9:30-10:00 AM (PST)
Pass Type: All
Based on research and exclusive interviews with major companies and thought leaders, this talk will reveal why building cultures of equality is a business imperative, particularly when it comes to future proofing your post-pandemic workplace. You’ll leave motivated to take personal accountability for talking inequality at work, armed with three key actions all men and women can start taking today to create a culture of equality at work.
Michelle Penelope King, Founder and CEO, Equality Forward Consulting, author of The Fix: Overcome the Invisible Barriers that are Holding Women Back at Work
Building Resilience in Times of Change
2/24/2021 - 10:00-10:30 AM (PST)
Pass Type: All
Most leaders know that change is essential for growth and progress. However, the change that’s occurring today is testing both teams and leaders on their ability to adapt and stay flexible. In this session, you’ll gain insight into how you and your coworkers think, feel, and behave during times of massive change, then utilize these best practices for helping you and your team make it through to the other side.
Jackie Martin, Founder and Chief Motivational Officer, A Matter of Motivation, LLC
Elevating Employee Engagement in the New Normal
2/24/2021 - 11:00-11:30 AM (PST)
Pass Type: All
Employee expectations have been changing in recent years, and the COVID-19 pandemic has accelerated that shift, forcing HR (and most departments within an organization) to transform the workplace dramatically. This panel will explore some of the top ways HR leaders can engage a workforce in this “new normal,” and how can HR professionals and managers measure up to changing expectations.
Dr. Duana Kindle, Managing Director, HR Department at Frisco ISD
Susan Nunn, Human Resources Director at the City of Lexington, NC
Eveline Jaynes, Director of Recruiting, Laserfiche
Laura Victoria, Senior HR Director, Laserfiche
Moderator: Arlene Covarrubias, Community Engagement Manager, Laserfiche
Embedding DEI into Your Company DNA
2/24/2021 - 11:30AM-12:00PM (PST)
Pass Type: All (except Executive Leadership)
The business case for diversity has been presented and to some it is only seen as beneficial in theory. Do company leaders buy-in to the statistics and data enough to put it into practice? The problem has been identified, but remains unsolved. Mainly because there isn’t truly a problem if it’s not costing the company money. Stats, statements and standards alone will not change anything, but together with commitment to action, they are the underpinnings of a strategy. Stacey facilitates a session that will walk you through the elements of change management that will move leadership past the circular conversation about diversity & inclusion in the workplace.
Stacey Gordon, CEO, Rework Work
Embracing Change in a Multi-Generational Workforce
2/24/2021 - 12:00-12:30PM (PST)
Pass Type: All
Most people are inherently resistant to change, especially in times of uncertainty. Add in the fact that there are 5 different generations in the workforce and the need to embrace change becomes critical. How well you manage change can directly impact productivity, employee engagement and retention, and profitability. You’ll leave this session with a fresh perspective on change management, as well as actionable tools you can use to thrive in today’s fluctuating times
Jan Spence, TEDx speaker, trainer and consultant
Professional Presence for the Small Screen
2/24/2021 - 12:30-1:00PM (PST)
Pass Type: All
Packed with the top ten tips for looking, sounding, and feeling confident while presenting in the virtual environment, this session is what every leader needs to see. You’ll walk away with an actionable checklist to up your performance, no matter what your current skill level!
Kerri Garbis, President and Co-Founder, Ovation Communication
Creating a Smart, Safe and Secure Workplace
Pass Type: All
Cloud, hybrid, mobile, robotic process automation, AI and machine learning – they’re the hottest technology tools, but what do they mean for you and your business? How can you use this new technology, along with standards like document management, business process automation and records management, to ensure business continuity, reduce the burdens of your workday and prepare you to be more resilient in the face of unforeseen change?
Government Contracts in Plain English
2/24/2021 - 9:30-10:00 AM (PST)
Pass Type: All
Government agencies and municipalities need to transform their contract management processes. In this session, learn the benefits of digitizing contract management – from eliminating repetitive work to speeding approval and review – and get an insider’s view of the market for business process automation and digitizing contract management in government agencies.
Christoph Mlinarchik, JD, CFMC, PMP, author of Government Contracts in Plain English
Business Process Management in the Age of COVID-19
2/24/2021 - 10:00-10:30 AM (PST)
Pass Type: All
Many business’ processes were put to the test in 2020. With an abrupt shift to remote work, the pandemic highlighted gaps and inefficiencies in many organizational workflows. This session will feature stories from several business leaders on some of the biggest lessons they learned about business process management and customer experience over the past year, and explore the new trends driving BPM today.
Paul Spell, VP of Enrollment Management, Jones County Junior College
Mark McGregor, Director of Digital Marketing, ABBYY
Collin Boyce, CIO, City of Tucson
Linda Ding, Senior Director of Strategic Marketing, Laserfiche
Moderator: Amy Weiss, Editor-In-Chief, Workflow Magazine
How Records Management Can Help You Comply with Privacy Legislation and Support Digital Transformation
2/24/2021 - 11:00-11:30 AM (PST)
Pass Type: All
Privacy legislation is developing around the world, giving more power to the people about whom organizations hold personal identifiable information (PII). Applying access controls based on “need to know” principles to comply with privacy legislation doesn’t have to compromise digital transformation. Using Laserfiche’s security toolset, you can apply broad (e.g., folder level) to specific (e.g., content level) controls to ensure that your client’s information is secure from unauthorized disclosure. In this session, we’ll explore privacy developments in legislation and the tools in Laserfiche that can help you meet those requirements.
Robyn Biggar, MLS, Records and FOIPPA Administrator
Going Beyond Document Management
2/24/2021 - 11:30AM-12:00PM (PST)
Pass Type: All (except Executive Leadership)
Document management and information governance have never been more important, as data-driven organizations tend to be the most successful, profitable, sustainable and successful. Organizations must go beyond simple document management to thrive – and can do so by focusing on process automation and the cloud.
Brandon Buccowich, Product Marketing Manager, Laserfiche
The 3 T’s of IT Strategic Planning: Transformation, Turnaround, Technology
2/24/2021 - 12:00-12:30PM (PST)
Pass Type: All
As a CIO, Joel Manfredo has been described as a technology visionary, change agent and innovator. He has been asked to be a source of best practice research by Gartner and CIO Magazine on such topics as leading enterprise change, risk, strengthening the core of IT and IT as a Service. Don’t miss this chance to join Joel and Laserfiche CIO Thomas Phelps for an engaging fireside chat on how you can bring transformative vision to any IT project.
Joel Manfredo, Chief Information Officer, MPI
Thomas Phelps , Chief Information Officer, Laserfiche
Adapting to Disruptions: Applying Lessons Learned from COVID-19 For an Uncertain Future
2/24/2021 - 12:30-1:00PM (PST)
Pass Type: All
In the event of a major disaster, would your organization be able to maintain ongoing operations? For 90% of organizations, the answer is no. That’s why it’s more important than ever to have a business continuity plan. The best time to make strategic decisions is not during a crisis but beforehand. Business continuity plans are not designed to be one-size-fits-all; therefore, you need to do some work in advance to come up with the right plan for your organization. In this session, learn the top tips to consider when building your organization's plan.
Kyle McPhee, Director of Preparedness Programs, Hagerty Consulting
Welcome & Solution Provider Keynote
2/22/2021 - 8:00 AM (PST)
Pass Type: Solution Provider
More information coming soon!
Build Your Story Playbook: The Catalyst to Explosive Growth
2/22/2021 - 9:00 AM (PST)
Pass Type: Solution Provider
What if you could quadruple appointments, shorten sales cycles, and skyrocket profits, all through the application of one powerful technique? If your sales team needs this kind of edge, “Build Your Story Playbook” provides the breakthrough you’ve been looking for. Shift your sales team away from the uncomfortable bulldog tactics of the past, to a new, relaxed, and scientifically proven methodology that consistently multiplies results, guaranteed.
- Discover a step-by-step process for creating true client stories that will 4-10X your sales team’s results
- Learn how to implement your new strategy with new-hire induction to drastically reduce the cost of training and onboarding, getting your team more productive, faster
- Develop a culture that attracts and retains the best and brightest
- Say goodbye to the high-pressure, high-stress environment, and hello to easier closes and a lot more money
Matthew Pollard, Founder and CEO of Rapid Growth, Matthew Pollard is an internationally-recognized consultant, speaker, blogger, author, mentor, coach, and serial entrepreneur with five multi-million dollar business success stories under his belt, all before the age of 30. He is the founder and CEO of Rapid Growth, LLC, dedicated to achieving maximum ROI for businesses of all sizes. Though his client list includes multiple Fortune 500 companies, his real passion is helping small business owners end the overwhelm, eliminate the stress and guesswork, and get on a clear path to Rapid Growth. Called “the real deal” by Forbes, his methods have transformed over 3500 businesses to date.
Matthew’s methods come from hands on, real-world experience. Matthew provides instantly-actionable strategies that make a real and lasting difference to audiences. And when it comes to understanding what makes a speaker truly stand out, Matthew gets it. He is an internationally award-winning blogger and contributor to CEO, Entrepreneur, and Top Sales World Magazine. He is also a recurring guest on FOX and NBC, and has appeared on top-rated podcasts including Entrepreneur on Fire and Eventual Millionaire. He’s the author of the bestseller The Introvert’s Edge: How the Quiet and Shy Can Outsell Anyone, endorsed by Neil Patel, Brian Tracy, Mark Roberge of Harvard, Derek Lidow of Princeton, and dozens more.
SP and Winner Circle Awards
2/22/2021 - 10:00 AM (PST)
Pass Type: Solution Provider
More information coming soon!
Sales Training / Q&A Sessions
2/22/2021 - 11:30 AM-2:00 PM (PST)
Pass Type: Solution Provider
Choose from the following options
| 11:30 AM (PST) | Industry panels and trends – Industry Trends and Opportunities for Laserfiche SPs – Simulive | Laserfiche 11: Hybrid Add-ons Overview – Simulive |
| 12:00 PM(PST) | ||
| 12:30 PM(PST) | Migrating to Laserfiche Cloud – Simulive | |
| 1:00 PM(PST) | Laserfiche Tiered Packaging Overview – Simulive | |
| 1:30 PM(PST) | Upgrades and Migrations – Simulive | |
| 2:00 PM(PST) |
Sales Training / Q&A Sessions
2/23/2021 - 10:00 AM-1:00 PM (PST)
Pass Type: Solution Provider
Choose from the following options
| 10:00 AM (PST) | Tendencias Comerciales para LATAM | Tips for building effective Proof of Concepts Demo |
| 10:30 AM (PST) | Q&A - Tendencias Comerciales para LATAM | Digital Marketing for SPs: How to Drive Quality Traffic and Leads to Your Website |
| 11:00 AM (PST) | Canada and Laserfiche Cloud for Canadian Solution Providers | Laserfiche Resources to Help Your Business Grow |
| 11:30 AM (PST) | Q&A - Canada and Laserfiche Cloud for Canadian Solution Providers | Laserfiche Training Resources |
| 12:00 PM (PST) | How to Create Customer Loyalty and Improve Retention | |
| 12:30 PM (PST) |
ISACA CSX Cybersecurity Fundamentals (CSX | F) Course
2/22/2021 - 8:00 AM - 3:00 PM (PST)
Pass Type: All (except Essential)
Refresh or rebuild your cybersecurity knowledge with this training led by experts from ISACA, the premier global association for IT professionals and aiding enterprise transformation, which serves more than 145,000 members in over 188 countries worldwide.
The CSX Cybersecurity Fundamentals training is ideal for those pursuing a Cybersecurity Fundamentals Certificate, as well as any technology or business professional looking to build their knowledge of cybersecurity. By participating in this training, you’ll learn to:
- Explain core information assurance (IA) principles
- Identify the key components of cybersecurity network architecture
- Apply cybersecurity architecture principles
- Describe risk management processes and practices
- Identify security tools and hardening techniques
- Distinguish system and application security threats and vulnerabilities
- Describe different classes of attacks
- Define types of incidents including categories, responses and timelines for response
- Describe new and emerging IT and IS technologies
- Analyze threats and risks within context of the cybersecurity architecture
- Appraise cybersecurity incidents to apply appropriate response
- Access additional external resources to supplement knowledge of cybersecurity
Change Management Bootcamp
Pass Type: All (except Essential)
Buy-in is critical to making organizational change happen, especially when you’re building support for a technology initiative. This day-long bootcamp covers the mechanics of driving change, from building a business case to getting peers to buy in, and also covers how to communicate more effectively to achieve your personal and departmental goals.
This bootcamp is presented in conjunction with the International Institute of Municipal Clerks (IIMC). IIMC members are eligible for up to 3 CMC/MMC credits upon satisfactory completion of session assessments. All Empower attendees are welcome to attend.
All sessions presented by Melissa Henley, Director of Customer Experience, Laserfiche.
Build the Business Case for Your Technology Initiative
2/25/2021 - 8:00-9:30 AM (PST)
Pass Type: All (except Essential)
In this session, learn how to define concrete steps to define a value proposition for your technology project, build consensus, and create and present a business case that will get everyone on board. Learn how to effectively make the case for funds and show others in your organization the benefits of change.
Upon satisfactory completion of session assessment, attendees will receive 0.75 CMC/MMC credits.
Melissa Henley: Director of Customer Experience, Laserfiche
Drive Change without Driving Your Colleagues Crazy
2/25/2021 - 10:00-11:30 AM (PST)
Pass Type: All (except Essential)
Learn how to get peers to buy into a new technology initiative. This presentation covers why organizations fear the prospect of change; the science behind change resistance and strategies for overcoming it; and case studies focused on change management success.
Upon satisfactory completion of session assessment, attendees will receive 0.75 CMC/MMC credits.
Melissa Henley: Director of Customer Experience, Laserfiche
Selling Your Leadership Message
2/25/2021 - 12:00-1:30 PM (PST)
Pass Type: All (except Essential)
In today’s environment, perception is reality. In this session, learn techniques to manage the message you send in written communications, including social media postings, newsletters, and email; connect more meaningfully with groups when giving presentations; and effectively handle differences in communication styles – particularly when multiple generations are involved.
Upon satisfactory completion of session assessment, attendees will receive 0.75 CMC/MMC credits.
Melissa Henley: Director of Customer Experience, Laserfiche
Building Your Personal Brand
2/25/2021 - 2:00-3:30 PM (PST)
Pass Type: All (except Essential)
By curating your personal brand, you can become your own best advocate, so you’re better able to gain buy-in and position yourself for success. In this session, you’ll learn how to market yourself and your department to achieve your personal and organizational goals.
Upon satisfactory completion of session assessment, attendees will receive 0.75 CMC/MMC credits.
Melissa Henley: Director of Customer Experience, Laserfiche
Dealing with Remote Workforce: Tax and Benefits Issues
2/25/2021 - 8:00-10:00 AM (PST)
Pass Type: All (except Essential)
To prevent the spread of COVID-19, state and local governments have issued stay-at-home orders, effectively mandating remote work for employees of so-called nonessential businesses. Even if not mandated, many employers have opted to allow their employees to work remotely. Employers should be aware that these remote working conditions may inadvertently trigger state payroll tax registration and filing requirements for their business. This presentation will discuss state and international issues facing companies dealing with employees working remotely.
Presented by Morgan Lewis, this session is eligible for 1.5 CLEs. CLE credit is pending in select states.
Developing Integrations with Laserfiche
2/22/2021 - 8:00 AM - 3:30 PM (PST)
Pass Type: Technical Training
Explore the full capabilities of the Laserfiche platform’s extensibility and flexibility. This all-day developer session will equip you with the necessary tools to handle custom requirements for your teams and customers.
Administration for IT Professionals
2/25/2021 - 8:00 AM - 3:30 PM (PST)
Pass Type: Technical Training
This full-day session walks through each step of a Laserfiche deployment, with a focus on self-hosted solutions. You’ll learn best practices and important details to consider as you plan for, install, configure and maintain your software.
Securing Your Laserfiche Ecosystem
2/26/2021 - 8:00 AM - 3:30 PM (PST)
Pass Type: Technical Training
From self-hosted server installation and security practices for our SaaS cloud environment to user management and authentication and how to secure your Laserfiche application, you’ll learn how to secure everything in your Laserfiche suite during this daylong session.
Networking
2/23/2021 - 8:00-9:00 AM (PST)
Pass Type: All (except Essential)
Choose from the following
| User Group: HR Professionals | User Group: LF Administrator | User Group: Records Managers | User Group: Finance and Accounting Professionals |
| Join other HR users to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche. | Join other Laserfiche Administrators to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche. | Join other Records Managers to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche. | Join other Financial Professionals to get valuable tips and tricks, get ideas and hear how others are utilizing Laserfiche. |
Networking
2/24/2021 - 1:45-3:45 PM (PST)
Pass Type: All (except Essential)
Choose from the following
| 1:45-2:45 PM (PST) | |
| Future of Laserfiche Q&A | Laserfiche Bar Trivia |
| Want to learn more about the future of Laserfiche? Here's your chance to ask our Laserfiche experts your burning questions. | Test your Laserfiche knowledge against other users - have fun and maybe meet some new friends, too! |
| 2:45-3:45 PM (PST) | |
| Laserfiche Cloud Q&A | MotivateHer Mixer |
| Laserfiche Cloud is the ultimate Software-as-a-Service (SAAS) business document management solution. Learn more and bring your questions to our Laserfiche experts on what Cloud can do for your organization. | Get inspired and discuss how to drive innovation, equity and advancement both in your career and at your organization. |
Networking
2/24/2021 - 8:00-9:00 AM (PST)
Pass Type: All (except Essential)
Choose from the following
| K-12 Education Industry User Group | Finance/Banking Industry User Group | Government Industry User Group | Higher Education User Group |
| Join other K-12 professionals to learn trends in your industry and hear how others are driving innovation. | Join other Finance and Banking professionals to learn trends in your industry and hear how others are driving innovation. | Join other Government professionals to learn trends in your industry and hear how others are driving innovation. | Join other Higher Education professionals to learn trends in your industry and hear how others are driving innovation. |
Networking
2/24/2021 - 2:30-3:30 PM (PST)
Pass Type: All (except Essential)
Choose from the following
| 1:30-2:30 PM (PST) | ||
| Coffee Chat with Laserfiche Executives | Tribal Nations Industry User Group | Healthcare Industry User Group |
| Get to know our Laserfiche CEO, Chris Wacker and other Laserfiche executives at this casual and informative coffee talk. | Join other Tribal Nations attendees to learn trends in your industry and hear how others are driving innovation. | Join other Healthcare and Public Health professionals to learn trends in your industry and hear how others are driving innovation. |
| 2:30-3:30 (PST)PM | ||
| Let's Talk DEI! | You Be the Product Manager! | |
| Join the conversation on Diversity, Equity, and Inclusion (DEI) and exchange ideas for incorporating DEI at your organization. | Attention Customers! Here's your chance to share your feedback on what you'd like to see from Laserfiche. | |
Working with Workflow and Forms (Self-Hosted)
Duration: 3 Hours
Platform:Self-Hosted
Pass Type: Lab Pass
Used together, Laserfiche Workflow and Forms can expand your process automation capabilities with user-friendly interfaces and highly-detailed automation and integration activities, bringing you the best of both worlds. In this session, you will learn how to:
- Choose which tool to use for specific parts of your process
- Pass information collected in a form to a workflow for additional processing
- Update Forms variables at intermediate stages in your process with a workflow
Jessica HeffnerTechnical Trainer, Laserfiche
Working with the Laserfiche Repository
Duration: 3 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
New to Laserfiche or just looking to use your repository to its full potential? No matter if you are using Cloud or self-hosted Laserfiche, this class will teach you how to take your knowledge of the repository to the next level. In this lab, you will learn how to:
- Navigate the Laserfiche repository through the web client and configure the user interface to fit your specific needs
- Use searching tools to efficiently filter content
- Apply metadata and annotations
- Leverage collaboration and sharing features
Maria Ramos Sandez:Technical Trainer, Laserfiche
Using Rules in Process Automation (Cloud)
Duration: 1.5 Hours
Platform: Cloud
Pass Type: Lab Pass
Join us to learn how to streamline process design with the tools available in Laserfiche Cloud! Create reusable logic and actions for your business processes using rules such as decision tables, queries, and more. In this session, you will learn how to:
- Simplify your process design with modular rules
- Use decision tables to represent complex logic in visual tables
- Use queries to retrieve and update data from an external data source or lookup table
- Implement best practices when creating processes in Laserfiche Cloud
Nicole Moulton:Senior Technical Trainer, Laserfiche
Using Capture Profiles
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Capture profiles allow you to build more streamlined and dynamic processes by extracting data from documents. In this course, you will learn:
- How to configure a capture profile to extract key information from documents
- Best practices for making capture profiles robust and accurate
- How to configure a workflow to automatically trigger capture processing
Karina Rubin:Senior Implementation Engineer, Laserfiche
Solution Design Bootcamp (Self-Hosted)
Duration: 3 Hours
Platform: Self-Hosted
Pass Type: Lab Pass
Dive deep into the thought process behind solution design as you look to reimagine your organization's processes in Laserfiche. In this session, you will learn how to:
- Translate a process into a Laserfiche solution while considering best practices
- Streamline processes by connecting different Laserfiche applications
- Explore options for troubleshooting and error handling
Note: It is recommended that you have basic knowledge of Laserfiche Forms and Laserfiche Workflow before attending this class.
Jeremy Setty: Technical Trainer, Laserfiche
Pattern Matching
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Learn how to increase the level of automation and efficiency in your Laserfiche system by using pattern matching. In this class, you will learn how to:
- Create regular expressions
- Define field formats, extract information and sort documents
- Create more efficient and dynamic processes using patterns in Quick Fields, Workflow, Forms and more
John Shupe: Senior Presales Engineer, Laserfiche
Laserfiche Records Management
Duration: 3 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Laserfiche records management functionality enables you to ensure documents are handled properly and meet compliance standards. Implementing records management in Laserfiche involves planning your file system, configuring rules in your repository, and managing records. In this session, you will learn about:
- Setting up your records management file plan to streamline classification
- Defining and configuring records management rules
- Options to automate filing, approval processes, notifications, and more
Anita Chiang: Presales Manager, Laserfiche
Introduction to Laserfiche Directory Server (Self-Hosted)
Duration: 1.5 Hours
Platform: Self-Hosted
Pass Type: Lab Pass
Laserfiche Directory Server centralizes user and application licensing for your entire Laserfiche system. Whether Laserfiche Directory Server is new to your organization, or new to you, this class will teach you:
- How to use Active Directory groups to dynamically assign user licenses
- How single sign-on can give your users a more seamless experience
- How to manage users and groups, with support for Active Directory and SAML identity providers
Karina Rubin: Senior Implementation Engineer, Laserfiche
Integrations with Laserfiche Connector
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Laserfiche Connector is a simple, code-free way to integrate line of business applications like CRM and ERP systems with Laserfiche. In this session, you will learn how to:
- Set up Connector-based integrations
- Use third-party applications to interact with content stored in Laserfiche
- Start a workflow or business process using information from a third-party application
John Shupe: Senior Presales Engineer, Laserfiche
Getting Started with Workflow (Self-Hosted)
Duration: 3 Hours
Platform: Self-Hosted
Pass Type: Lab Pass
Whether you're a new process designer looking to build automated workflows or you just want a refresh, this class will give you a comprehensive overview of the tools you'll need to automate your own business processes. In this lab, you will learn how to:
- Navigate the Laserfiche Workflow interface
- Route and process documents for approval
- Use Workflow to automatically send email notifications
- Iterate through batches of documents using "For Each" logic
John Shupe: Senior Presales Engineer, Laserfiche
Getting Started with Workflow (Cloud)
Duration: 1.5 Hours
Platform: Cloud
Pass Type: Lab Pass
New to building workflows in Laserfiche Cloud? This lab will take you step by step through creating your first workflow, giving you the tools you'll need to start automating your own organization's processes. In this course, you will learn how to:
- Navigate the workflow designer interface
- Route documents for approval
- Automatically generate email notifications
Tien Ortman: Presales Engineer, Laserfiche
Designing Sessions in Quick Fields
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Learn the basics of designing automated capture processes with Laserfiche Quick Fields. In this lab, you will learn how to:
- Start designing capture processes using the Quick Fields interface
- Collect and store multiple documents using batch scanning
- Automate data entry, document naming and filing
Karina Rubin: Senior Implementation Engineer, Laserfiche
Creating Solutions in Process Automation
Duration: 3 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Learn how to take full advantage of Laserfiche Process Automation to build automated solutions. In this session, you will learn how to:
- Translate a process into a Laserfiche solution while considering best practices
- Leverage Process Automation components like workflows and rules within your business process
- Choose from different Process Automation components to find the ones that best suit your needs
Note: It is recommended that you have prior experience building a Laserfiche business process before attending this class.
Alyssa Mathias: , Technical Trainer, Laserfiche
Capture Workshop Lab
Duration: 3 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
This interactive course illuminates the role capture plays in a complete Laserfiche solution. Through several scenarios, we will choose and configure a variety of Laserfiche capture tools to ingest documents into the repository. In this course you will:
- Review and understand document capture tools in Laserfiche including Quick Fields, Capture Profiles, and Import Agent
- Develop capture strategies to ingest content while focusing on enhancing end user experience
- Utilize configuration and end user interfaces for capture tools in Laserfiche
Nicole Moulton: Senior Technical Trainer, Laserfiche
Building Your First Laserfiche Form
Duration: 3 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Ready to start creating forms? Learn the fundamental aspects of designing and building forms as well as their associated processes. In this sessions, you will learn how to:
- Build web-based forms to capture information and launch processes
- Streamline your form layout using conditional rules and display settings
- Route forms for review and approval
Chris Rom-Toribio: Presales Engineer, Laserfiche
Auditing the Repository
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Laserfiche Audit Trail tracks and records events in Laserfiche, such as changing a field value, deleting documents and more. In this session, you will learn how to:
- Set up the Audit Trail reporting interface
- Run reports to monitor system activity
- Use Audit Trail for security and information governance
Kathleen Park: Senior Presales Engineer, Laserfiche
Applying Security in the Repository
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Laserfiche offers a number of security options to help you take control of your repository. In this lab, you will learn:
- Laserfiche security concepts and best practices
- How to apply folder-level security for granular access control
- Administrative security features
Kathleen Park: Senior Presales Engineer, Laserfiche
Administering Your Repository (Self-Hosted)
Duration: 1.5 Hours
Platform: Cloud, Self-Hosted
Pass Type: Lab Pass
Learn how to get a repository up and running! This course will teach you about managing a Laserfiche repository, from the basics of repository creation all the way to tips and tricks to optimize your organization's Laserfiche experience. In this class, you will learn how to:
- Create and configure a repository
- Set up and manage users and groups
- Create templates, fields, and other forms of metadata
- Apply default settings such as saved searches to simplify the end user experience
Karina Rubin: Senior Implementation Engineer, Laserfiche