In today’s fast-moving digital landscape, efficiency and automation are key to business success. Organizations need streamlined workflows to manage tasks, approvals, and document processes without delays or bottlenecks. Laserfiche Cloud’s Business Process Module is designed to help businesses automate, optimize, and manage their workflows—all in one easy-to-use platform.
Whether you're just getting started with business process automation or looking to optimize your existing workflows, Laserfiche Cloud provides powerful tools and ready-to-use templates to help you hit the ground running.
What Is the Business Process Module in Laserfiche Cloud?
The Business Process Module is a core feature in Laserfiche Cloud that enables organizations to:
✅ Automate repetitive tasks – Reduce manual work and eliminate errors
✅ Streamline approvals and routing – Ensure documents go to the right people automatically
✅ Enhance collaboration and tracking – Monitor the status of processes in real-time
✅ Improve compliance and standardization – Maintain consistency across departments
With this module, businesses can design and deploy workflows that replace time-consuming manual processes—from invoice approvals to HR onboarding and contract management.
Why Use Laserfiche Cloud’s Business Process Module?
🚀 Automate Common Business Tasks
Laserfiche Cloud allows you to create, customize, and manage business processes with an intuitive drag-and-drop workflow designer. You can automate everything from:
🔹 Employee onboarding
🔹 Purchase order approvals
🔹 Contract management
🔹 Expense reimbursements
🔹 Customer service requests
🔹 IT helpdesk ticketing
📂 Seamlessly Integrate with Documents & Forms
Since Laserfiche Cloud is a comprehensive content management system, your automated workflows can directly interact with:
- Forms – Employees, customers, or vendors can submit digital forms to trigger workflows
- Documents – Workflows can automatically retrieve, classify, and route documents
- Metadata & Indexing – Capture key data and ensure information is easily searchable
🔔 Notifications & Approval Routing
With built-in notifications and task assignments, you can ensure that team members receive alerts when an action is required. Approvals happen in real-time, cutting down delays and boosting productivity.
Leverage Pre-Built Business Process Templates
If you’re unsure where to start, Laserfiche Cloud offers a library of pre-built Business Process Templates that serve as a great foundation for automation. These templates allow you to quickly deploy and customize common business workflows without starting from scratch.
Available Business Process Templates Include the Below and More:
📌 Invoice Approval Workflow – Automates invoice routing, approval, and payment tracking
📌 New Hire Onboarding – Streamlines HR paperwork, training assignments, and IT provisioning
📌 Travel & Expense Reimbursement – Manages submission, approval, and tracking of employee expenses
📌 Purchase Request & Order Management – Standardizes procurement requests and approval steps
📌 Incident Report Processing – Automates submission, review, and resolution tracking for workplace incidents
📌 IT Service Requests – Manages helpdesk ticketing and service approvals
Each template provides a structured starting point that can be customized to fit your business’s specific needs and can be searched by Category or Industry Specific.
How to Get Started with Business Process Automation in Laserfiche Cloud
Step 1: Identify a Process to Automate
Look for repetitive, manual tasks that involve approvals, document routing, or data entry.
Step 2: Choose a Template or Build a Workflow from Scratch
Select a pre-built template or use the drag-and-drop workflow designer to create a custom business process.
Step 3: Configure Forms, Routing, and Approvals
Set up digital forms, define routing rules, and assign approvers to ensure the process flows smoothly.
Step 4: Test & Refine the Workflow
Run a test process to identify bottlenecks and make refinements before rolling it out company-wide.
Step 5: Deploy & Monitor Performance
Once the process is live, use Laserfiche’s reporting tools to track progress, identify inefficiencies, and optimize workflows.
The Future of Business Process Automation with Laserfiche Cloud
By leveraging the Business Process Module and pre-built templates, organizations can significantly reduce manual workloads, improve efficiency, and ensure compliance—all while saving time and resources.
Whether you’re automating HR, finance, operations, or customer service processes, Laserfiche Cloud makes it easy to deploy and scale automation across your organization.
🔹 Ready to simplify your business processes? Explore Laserfiche Cloud’s Business Process Module today and discover how automation can transform your operations! 🚀