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Best Practices for Laserfiche Implementations

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Contributor: Arianna Kessler, Project Coordinator, MCCi

It’s a fact — sometimes software implementations fail because they go over budget, there’s no enduser buy-in, go-live deadlines slip, and a host of other reasons.

As the world’s largest seller of Laserfiche, we know the ins and outs of implementing this best-of-breed content services platform.

We have a few tips to ensure your new software platform, like Laserficheimplementation is swift, clean, and drives adoption across the enterprise:

Plan

Your software implementation plan should cover all the steps of your implementation, from business drivers, desired outcomes, roles/responsibilities, technical requirements, installation, configuration/customization, testing, training, integrations, and ongoing maintenance and support.

Advocate

Any software implementation is too big for one person. Leadership needs to be aligned from the beginning and give the authority necessary to get the implementation across the finish line. Buy-in is not limited to the people who evaluated and selected the solution. End-users need to see how they will directly benefit. They should have the opportunity to give their feedback in the early stages and throughout the entire implementation process. Advocacy needs to ensure support for the project and the users to drive adoption.

Implementing Laserfiche Self-Hosted

Updated Software

We often encounter unanticipated delays when the hosting environment has some out-of-date hardware, software, or firmware. Staying up-to-date means you take advantage of all the support offered and benefit from greater compatibility with other software.

Appropriate Licenses

Laserfiche has many licensing options. Therefore, it is essential to map out the roles and responsibilities of each user group so you can ensure that your licenses match your intended use cases.

Server Infrastructure

You will need support from IT for DNS aliases, server configuration, and secure access to the server to install and manage Laserfiche.

Database

Microsoft SQL is most compatible with Laserfiche. It will be purchased, installed, and configured on the server.

Appropriate Licenses

Laserfiche has many licensing options. Therefore, it is essential to map out the roles and responsibilities of each user group so you can ensure that your licenses match your intended use cases.

Type and Size of Data

Consider the amount of data and file types stored on Laserfiche Cloud to prepare for the time it will take to migrate data.

Structure the Data

Compile spreadsheets of commonly occurring file metadata (such as document names, departments, and vendor names) to configure lookup tables quickly. Lookup tables speed automation by auto-populating templates and metadata fields, increasing searchability and organization of your repository.

Public Access

How easy should it be to share files with external resources/vendors? Only the sender needs to have access to Laserfiche, making external collaboration more accessible, but controls should be in place before go-live.

Appropriate Licenses

Laserfiche has many licensing options. Therefore, it is essential to map out the roles and responsibilities of each user group so you can ensure that your licenses match your intended use cases. Managed Cloud supports a more extensive number of users as each client does have their own server(s).

Automation Flexibility

Design automation and customize options to your specific needs. Each client has a personal server managed by our Managed Cloud experts; there is more flexibility in customizing templates, workflows, and search features, along with others.

Database

Microsoft SQL is most compatible with Laserfiche. It will need to be purchased, installed, and configured on the server. If additional databases need to be hosted, assure that all required databases have been created and confirm with us which specific drive these databases should be on.

Account Type Applications

Client consideration for the type of accounts best used by their organization, Windows or Security Assertion Markup Language (SAML) Accounts.

Additional Software Support

Many clients want to extend Laserfiche capabilities with other technology. For example, intelligent document capture and automated data extraction, advanced GL coding for invoice processing, digital signatures, and more can all be hosted securely in our Managed Cloud.

These best practices require collaboration between your organization, your trusted implementation partner, and Laserfiche Support. Although it can be time-consuming, engaging in a continuous dialogue with your software partner is the best way for everyone involved in the project to be on the same page. In addition, by carefully planning and advocating for your software implementation project, you’ll encourage widespread adoption and the best return on investment.

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