Learn how to make small but impactful improvements in your day-to-day processes! These quick wins are available out of the box with Laserfiche Rio and Laserfiche Avante. Learn more at www.laserfiche.com.
3. QUICK WINS ARE:
‣ Minimal or no cost
‣ Low risk
‣ Narrow and focused in scope
‣ Implementable within 60-90 days
4. ‣ Eliminating unnecessary steps from a process
‣ Redesigning forms
‣ Changing inefficient procedures
‣ Starting to use available features that haven’t
been implemented yet
POTENTIAL QUICK WINS
5. Here are five quick wins that
are available out of the box in
Laserfiche Avante and Rio.
7. Laserfiche 8.3 and up
gives you the ability
to customize your
column display for
each folder by
creating and saving
column profiles.
Once created, a user
can switch between
them quickly.
9. Example Scenario:
Admissions Clerk
You’d like to quickly sort
applications by major in order to
help with review. But when you
need to contact an applicant to
clarify something in his or her
application, you’d like to view the
contact information quickly.
You can create two column
profiles—one that lists the
application type and major and
the other that lists contact
information—and switch between
them quickly as the need arises.
12. Once you’ve configured
a search that you think
will be useful later,
save time setting it up
in the future by saving
it. When you need to
run that particular
search later, all you
have to do is select the
saved search.
You can easily access
all searches that you
save, regardless of the
computer that you use
to access Laserfiche.
14. Example Scenario:
City Clerk
Part of your job involves
reviewing new permit
applications. There are
certain key words that you
look for in each application.
You can create a saved
search to quickly find new
applications with those key
words without typing them
in every time.
17. You can modify the searches listed in the Quick Search
drop-down, located in the toolbar, to meet your
organization’s needs.
For example, if your organization uses the Created
By search often, it can be added to the Quick Search
drop-down menu for easier and quicker searching.
18. Any search type that can be
configured using advanced
syntax can be created as a
custom quick search.
19. Advanced search syntax allows
you to create various searches
that are beyond the capabilities
of the search interface.
No matter how you would like
to use it—whether to run a
one-off search, add it as a
frequently accessed quick
search or make it a part of your
business process workflow—
advanced search is a
powerful tool that will help
you streamline and simplify
day-to-day activities.
21. Example Scenario:
Compliance Officer
As Compliance Officer in a
financial company, you need to
make sure each employee has
filled out and submitted a
Non-Disclosure Agreement.
You can use advanced search
syntax to find all subfolders within
the main “Employees” folder that
do not contain a document named
Non-Disclosure Agreement.
22. Because you’re very busy,
you don’t have time to
manually run the search
to find employees who
haven’t submitted
Non-Disclosure Agreements.
You can use the “Search
Repository” activity inside a
workflow to e-mail you a list
of employees with missing
agreements on a weekly basis.
23. Next Thursday at 9:00AM, you’ll receive this
email in your inbox.
Now you can follow up with these employees.
26. You can create a Laserfiche Client shortcut
that will automatically run a specific search
query or open a particular repository, folder
or document within Laserfiche.
28. i
Example Scenario:
Admissions Clerk
You work as an admissions clerk
in the admissions department of a
university and your duties include
reviewing new graduate and
undergraduate applications. These
applications all have the “Need
Review” tag assigned to them.
You can create a shortcut on your
desktop that automatically
launches Laserfiche and performs
the search for all new applications
that need review.
38. Save emails to your currently open
folder in the Laserfiche Client
Save email attachments to
Laserfiche without including the
associated email message
Ac%ons
Available in Laserfiche 9.0 and up
42. Quick wins are useless if
no one knows about them.
Measure and report the benefits of your
wins so stakeholders are aware of what
you’ve quickly achieved.
43. TAKEAWAYS
‣ Quick wins can help onboard new
departments or users.
‣ When you are project planning, have
a healthy mix of quick wins and
strategic projects.