Presentation at Laserfiche Empower 2014 conference. This entertaining session - the first of its kind in Empower history - had participants "battling it out" in the ring over when to use Laserfiche Quick Fields or Laserfiche Workflow, and used real-life scenarios to illustrate each point.
CC118: Quick Fields vs. Workflow Smackdown Jeffrey Russo Presales Engineer, Laserfiche Melissa Henley Director of Marketing Communications, Laserfiche Amy Johnson Michael Wells Deputy Commissioner of the Revenue, Hanover County, VA Lead Analyst, Chesterfield County, VA
Transcript
1. CC118: Quick Fields vs. Workflow Smackdown Amy Johnson
Michael Wells Deputy Commissioner of the Revenue, Hanover County,
VA Lead Analyst, Chesterfield County, VA Jeffrey Russo Melissa
Henley Presales Engineer, Laserfiche Director of Marketing
Communications, Laserfiche
2. When to use one or the other (or both!) to solve your
dilemma
3. Audience: Everyone!
4. Objectives Using situations youd encounter in your workday,
well battle it out in the ring over: When do you use Quick Fields?
When do you use Workflow? When are they better together?
5. Agenda Three rounds of Quick Fields vs. Workflow scenarios
Lightning round try to stump the experts! Where to learn more at
Empower and at home
6. In this corner Representing Quick Fields Amy Johnson,
Hanover County, VA
7. In this corner Representing Workflow Michael Wells, City of
Chesterfield, VA
8. Your voice of reason Jeffrey Russo, Laserfiche
9. And your ref Melissa Henley, Laserfiche
10. ROUND 1
11. Invoice Processing Someone at your organization returns to
the office from Empower 2014 fired up to make some changes! She
wants to revolutionize AP processing, but right now your invoice
processing procedures are tedious and manual, to say the
least.
12. The Problems You Need to Solve: Invoices need to be:
Scanned. Filed appropriately. Searchable. Metadata should be filled
out if possible. There is an existing AP database.
13. WHAT DO YOU DO?
14. What Have We Learned? Laserfiche Quick Fields: Zone OCR can
populate fields, create document names and make indexing decisions
based on extracted text. Real-Time Lookup can retrieve information
from databases and third-party applications.
15. What Have We Learned? Laserfiche Workflow: Routing
Activities can assign a template to an entry, populate a field,
assign a tag to an entry and even send emails. Enterprise
Integration Activities automatically retrieve and update
information from third-party databases.
16. ROUND 2
17. Reorganize a Messy Repository Someone at your organization
just took the Repository Architect CPP course and got lots of good
ideas about restructuring your (very messy) repository. Your
disorganized repository is too big to reorganize by hand.
18. The Problems You Need to Solve: Its next to impossible to
get information out of the repository. Theres a new structure
already designed, but it needs to be implemented. Templates need to
be applied, and metadata created and inserted. Folders need to be
created and filled.
19. WHAT DO YOU DO?
20. What Have We Learned? Laserfiche Quick Fields: Laserfiche
Capture Engine pulls documents, metadata and annotations directly
from the repository for reprocessing. Real-Time Lookup or Zone OCR
can standardize metadata in newly created templates.
21. What Have We Learned? Laserfiche Workflow: Pattern Matching
creates tokens to be used by other activities. Create Entry
Activity creates folders or documents. Move Entry Activity moves
Laserfiche entries to specified folders.
22. ROUND 3
23. Manage New Hire Paperwork You were inspired by Empower 2013
and implemented Laserfiche Forms to process employment
applications. You also have an existing workflow to manage the
hiring process. But once an employee is hired, a number of forms
need to be completed by hand.
24. The Problems You Need to Solve: Wet signature forms need to
be scanned and filed. Scanned paperwork needs to be integrated with
job applications and records of associated approvals. Youd also
like to automate and keep record of other new hire processes
including setting up an email account and desk.
25. WHAT DO YOU DO?
26. What Have We Learned? Laserfiche Quick Fields: The Run
Workflow Tab enables you to start a workflow on processed documents
after they are sent to the repository (Version 9).
27. What Have We Learned? Laserfiche Workflow: Laserfiche Forms
activities populate fields, retrieve content from Laserfiche Forms,
change metadata, route information and more. Business Processes
group activities for simpler design and reporting and are
accessible from Laserfiche Mobile (version 9).
28. LIGHTNING ROUND
29. Takeaways Know what resources are available to you and when
to use them. How is the whole greater than the sum of its
parts?
30. Resources At Empower: BPM101: Business Process Strategies
BPM102: Diagramming Processes CC 202: Capture Workflow At Home: CPP
Course: Capture Workflow Laserfiche Solution Exchange