Here's your guide to designing an automated business process while keeping reporting in mind.
An overview of different types of reports and how they are used.
Tips for standardizing data entry in electronic forms.
Advice on breaking the process down into stages.
How to obtain process data that can be used in reporting
Map out and automate tasks in your manual business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”
Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.
Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.
Organize important information across the enterprise so the right people have access to the right content whether they’re in the office, working remotely or they’re a client or constituent accessing documents
Automate vendor onboarding, accounts receivable, contract management and more with award-winning software that optimizes inefficient processes, enabling you to better allocate your resources.
With a combination of security and compliance features, frequent security updates and the ability to redact sensitive documents in a cloud-based repository, you can trust that your data is secure and confidential.
Unite the applications your teams rely on, such as Salesforce and DocuSign, with the automated processes of Laserfiche Cloud — including direct and custom integrations as well as last-mile integration tools powered by RPA technology.
Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.
Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.
Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.
Let us show you how Laserfiche can help automate your business and transform the way you do work.