What It Looks Like to Work With JPI
From process analysis through post-go-live support, JPI manages the full automation lifecycle. Every engagement is structured, accountable, and built to last.
Solution Design & Process Analysis
Every engagement starts here. JPI maps how work actually moves today, identifies where it breaks down, and designs the automation to fix it. Nothing gets configured until the process is understood, the scope is defined, and success criteria are agreed on.
What JPI delivers:
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Process mapping and workflow documentation
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Identification of automation opportunities and risk points
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Requirements aligned to compliance, volume, and operational needs
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A defined scope and implementation plan before configuration begins
Implementation & Configuration
JPI configures Laserfiche with production in mind from day one. Repository structure, metadata design, security, and permissions are all built to support real users at real volume, not just pass a demo.
What JPI delivers:
- Repository and metadata architecture
- Workflow and forms configuration
- Security, permissions, and governance setup
- Documentation for long-term maintainability
Automation & Workflow Development
This is where the process comes to life. JPI builds the workflows that route, review, approve, escalate, and handle exceptions automatically. Every workflow is tested against realistic scenarios before it touches production.
What JPI delivers:
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Intake automation and document routing
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Review, approval, and escalaiton workflows
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Exception handling logic
- Validation against real volume and edge cases
Integration Support
When a process requires data or documents from another system, JPI builds the connection. Integrations are scoped and built with the same discipline as everything else: reliable, supportable, and documented.
What JPI delivers:
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Search-based access to Laserfiche content from external systems
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Coordination with internal IT teams on connectivity and security
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Production support for integrations including Veradigm Practice Management
Records Management & Compliance
When Records Management is part of the licensed solution, JPI configures retention schedules, access controls, and audit logging to match organizational policy and regulatory requirements. Compliance becomes structural, not aspirational.
What JPI delivers:
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Retention and disposition configuration
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Audit trail and access control setup
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Compliance-aligned repository design
Ongoing Support & Optimization
Go-live is not the finish line. Processes change, volume shifts, new requirements surface, and staff turns over. JPI provides ongoing support to make sure automation keeps working the way it was designed to, and evolves when it needs to.
What This Includes
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Post implementation support and troubleshooting
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Process adjustments as operations evolve
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Ongoing optimization and guidance
Included with All Laserfiche System Purchases Through JPI
When you purchase Laserfiche through JPI, standard support and platform resources are included to keep your system stable, current, and supported. Professional services and implementation work are scoped separately based on project needs.
What's included:
- Ongoing version updates and maintenance
- Technical support for system questions and errors
- Access to Laserfiche support site, documentation, and learning materials
- Support via toll-free number with 24/7 answering service, ticketing queue, and live chat during business hours
- Access to JPI staff who are Laserfiche Solution Engineer certified