Laserfiche Business Process Automation (BPA) is your backstage pass to more efficient, consistent, and paperless operations. But great automation doesn’t start with a click—it starts with strategy. Whether you're just getting started or scaling across departments, these tips will help you build workflows that actually work.
Here’s your step-by-step guide—with a few fun icons along the way. 🎉
Before you jump into Laserfiche Forms or Workflow Designer, take a step back.
✔️ Map out the process
✔️ Identify pain points
✔️ Clarify who does what and when
📝 Use flowcharts or swimlane diagrams to get everyone aligned.
Don’t try to automate everything at once. Start small but mighty.
🚀 Pick a process that’s:
Examples: Invoice approvals, employee onboarding, or service request routing.
Your best insights come from the people who actually use the process.
👂 Ask for feedback during:
Happy users = higher adoption = long-term success.
Processes are rarely linear. Plan for what could go wrong.
🔄 Add logic for:
Laserfiche’s routing rules and timers have your back.
Good form design = fewer mistakes and faster submissions.
✨ Best practices:
And yes—make it look good on mobile! 📱
Metadata powers everything in Laserfiche. Use it to:
Standardize your templates and naming conventions early on.
Once your process is live—don’t ghost it. 👻
Track:
📊 Use Laserfiche dashboards or connect to Power BI to turn data into decisions.
Your future self will thank you.
🗒️ Keep notes on:
Documentation makes scaling and troubleshooting a breeze.
Automation should strengthen compliance, not complicate it.
✅ Make sure your process:
Laserfiche gives you the tools—just use them wisely.
Even if you’re starting small, think big. 🌱
🌐 Ask yourself:
Automation isn’t a one-time project—it’s a long-term strategy.
Laserfiche BPA doesn’t just digitize paper—it transforms how your organization works. When you follow these best practices, you’re not just building workflows. You’re building a better, smarter way to work. ✨
Ready to automate like a pro? Let’s team up to plan your first—or next—workflow!