GUIDE TO
Implementing
a Laserfiche
Training Program
EBOOK
Contents
5 Steps to Create a Training Program ...................................................................................................................
5
Laserfiche Resources .........................................................................................................................................
15
Hosting an In-Person Event Checklist .................................................................................................................
20
Sample Laserfiche Training Plan ........................................................................................................................
21
Introduction
Just like any large organization-wide initiative,
implementing Laserfiche can have its challenges.
Benefits of Training
Improved employee performance
Improved employee satisfaction and morale
One of these challenges can be getting buy-in from
Increased productivity
employees who will be using the software. One way
Reduced employee turnover
to help get everyone on board with Laserfiche is to
Enhanced organizational reputation
implement a training program. Trained employees
have a sense of project ownership and thus better
project buy-in.
Employees who are well trained have an increased
understanding of the processes and thus generate
creative ideas for using Laserfiche.
Educated users are happy and productive. Users
who are trained in Laserfiche are able to use it to
Continuous training for all of the approximately 300
their full potential and are less frustrated, and thus
employees is critical to success. Training was the most
happier overall. Users who are trained are also
less resistant to change and can be catalysts for
expanding the use of Laserfiche within
their department.
mentioned activity or prerequisite to the successful
implementation of Laserfiche at IEUA.
Linda Johnson MSHRM
Records Management Supervisor, Inland Empire Utilities Agency
Change – especially with a new technology system like Laserfiche – can be difficult. Often times, people are angry and upset because they
don’ t understand. We need to make sure we’ re providing resources to reinforce the positive experience that people are hopefully having,
and make sure they have sufficient ongoing support. There are a variety of training resources and strategies we can employ to ensure
long- term success.
A training plan outlines learning activities and resources for Laserfiche users. A good training plan ensures that all employees get the
specific training that they need to do their jobs and that nothing falls through the cracks.
Maintaining a training plan will reduce wasted time and the frustration of your end users. A Laserfiche guru can help other end
users increase their knowledge level of the system. Many employees can feel over worked and a new product can feel like a time
suck. Working on a system that will include efficiencies right away will help users embrace the new product and promote ideas for
new and innovative processes.”
Jennifer Litchfield, Executive Director, The Exchange Network
4Guide
to Implementing a Laserfiche Training Program
CHAPTER 1
5 Steps to Create a Training Program
Step 1: Assess Your Training Needs
Step 4: Implement the Training
Step 2: Identify Your Training Goals/ Objectives
Step 5: Evaluate the Training
Step 3: Design the Training Materials and Action Plan
CHAPTER 1: 5 Steps to Create a Training Program
A good training plan answers the following questions:
What are the goals and objectives of this training? What
knowledge do we want the learners leaving the training with?
Who is the target audience for the training? What is their role in
the organization? What is their experience with Laserfiche?
What aspects of Laserfiche do they need to be trained on,
relevant to their role?
What delivery methods will be used to provide the training?
Will we deliver it in-person, online or through recorded videos?
Will we work with outside vendors or complete the
training ourselves?
Over what time period will this training take place?
What resources will we provide learners once the training
is complete?
How will the results of this training be evaluated?
The five steps in this chapter can serve as a guide for creating
your plan.
6Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Step 1: Assess Your Training Needs
Conducting a training needs assessment is the first step in the
development of a training program.
Ask yourself these questions to better understand your
Laserfiche training needs:
Which teams and/ or individuals will need to work with
Laserfiche in their daily jobs?
How is each team and/ or individual identified above going to
need to work with Laserfiche?
You may find that different users have different needs. It may
be better to segment the training for users based on their job
function and proposed interaction with Laserfiche. Users who
will only be working with documents in the repository will need
different training from users who will be creating electronic forms,
for example. Understanding the context in which your learners will
use Laserfiche is important to design relevant training within the
scope of their specific needs.
7Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Step 2: Identify Your Training Goals/Objectives
Once you’ ve identified your training needs, you need to take
that information and create training goals, known as learning
objectives. These goals should be SMART: specific, measurable,
achievable, relevant and time- bound. You will use these learning
objectives to measure the effectiveness of your training.
Each learning objective should be made up
of four parts:
The person who will perform the objective.
The behavior that this person must perform.
Conditions under which this behavior must be performed.
The criteria, or degree to which the person must perform
the behavior.
Some sample Laserfiche learning objectives are:
Department managers will be able to submit, view and perform
actions on forms in the Laserfiche Forms inbox as they are
assigned and by the specified task deadline.
Scanner operators will be able to scan and index all incoming
correspondence using Laserfiche Quick Fields as it arrives with
a 90% accuracy.
8Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Step 3: Design the Training Materials and
Action Plan
Once you have your training goals and objectives identified,
then it is time to create your training action plan and design any
appropriate training. When designing your training, consider and
try to incorporate the various ways that people learn, including
hands on learning, auditory learning and visual learning
Consider training materials to be used in the training itself,
as well as materials to support the transfer of the new knowledge
and skills into the work environment, such as process diagrams
or job aids. You might consider filming your basic, how- to training
and making it available via the web so that you don’ t need to
repeat common content that everyone needs to know over and
over again.
Keep track of frequently asked questions as you’ re going through
the onboarding process, and document the answers in a page on
the intranet. As new users join the project, this will be something
that can continuously be referenced, and it’ll save you from
feeling like a broken record.
9Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Step 4: Implement the Training
Once your training action plan is designed, it is time to implement
the training. That means purchasing any conference passes or
online certification courses. You can also implement a “ train- thetrainer” approach and train a limited number of individuals who
then train the rest of their team.
If you are hosting your own in-person training then make sure you
book the room, and let employees know of the training ahead of
time so that they can fit it into their schedules. A sample checklist
for hosting an in-person training event is included at the end of
this guide.
Don’ t forget to plan for ongoing training. In order for people
to stay engaged with the project, they’ re going to need to feel
comfortable with the new processes and technologies. Even if
you do initial launch training, people are bound to forget what
you taught, or get going with the system and have new areas
of interest or focus. Plus, new hires start all the time! So, it’s
important to host regular, ongoing trainings. As we know, training
is most effective when people can be hands- on, so try to make it
engaging and focused.
10Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Step 5: Evaluate the Training
As you build a comprehensive support and training plan, consider
the usefulness of each of these training opportunities- they all
have a time and place. Pages on the intranet are an excellent
ongoing help resource for quick questions or basic information.
Classroom training is great for people who are struggling to
understand the new technology because it gives them a chance to
raise their questions. Web- based training is good for the content
that everyone needs to know, and is also scalable and flexible.
After training has been completed, evaluate it to see if it
has resulted in your employees meeting the learning objectives.
You can evaluate the training by sending employees a posttraining survey to gauge the effectiveness of the training from
their point of view. You can also incorporate a knowledge check
into the training itself, by asking employees to demonstrate a
certain behavior.
11Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Sample post- training survey designed with the Surveys tool included in the Laserfiche
Process Automation suite.
12Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
If you have assigned users an online Laserfiche certification class, you can view the effectiveness of the class by checking performance on the
course exams.
Another way to gauge the success of a training is to ask employees to take a simple assessment before the training starts, and then take
the same assessment at the end of the training. If the employee did better on the assessment the second time around, that means that the
training was successful.
Sample reports generated from the post- training survey
Sample reports generated from the post- training survey
in Laserfiche.
in Laserfiche.
13Guide
to Implementing a Laserfiche Training Program
CHAPTER 1: 5 Steps to Create a Training Program
Conclusion: You Can Build an Effective
Training Program
The importance of training your
employees – both new and experienced
cannot be overemphasized. But while
training can’ t solve every problem, if you
follow the steps listed above, you’ ll find
that your training programs will be much
more effective, leading to an increased
training ROI, happier employees, and the
achievement of key organizational goals.
14Guide
to Implementing a Laserfiche Training Program
CHAPTER 2
Laserfiche Resources
CHAPTER 2: Laserfiche Resources
You won’ t always be available to answer users’ questions— nor
will they always feel comfortable asking. You can post some
helpful resources that demonstrate how to use Laserfiche on your
intranet page so it’s easily accessible for everyone. If you need
some help, Laserfiche offers many tools that you can use as part
of your training.
The Aspire learning platform is the gateway to many Laserfiche
training and educational resources.
Some of the resources accessible through Aspire include:
A selection of over 300 free tutorial videos on all aspects
of Laserfiche.
Free, short hands- on e-learning courses.
Comprehensive, interactive online certification courses.
A series of free, getting started guides for many aspects of the
Laserfiche suite.
Worksheets to help users get started with process automation,
records management and more.
16Guide
to Implementing a Laserfiche Training Program
CHAPTER 2: Laserfiche Resources
Through Aspire, designated Aspire Approvers can assign specific training to colleagues and customers to have them complete it by a
certain date. SP organizations can elect their designated primary Aspire Approver on the Support Site, from the Grant Roles page. SP
organizations can elect secondary Aspire Approvers by completing this http
form.
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17Guide
to Implementing a Laserfiche Training Program
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CHAPTER 2: Laserfiche Resources
Laserfiche also provides a series of in-person training events that can become an essential component of a Laserfiche training program.
These events include:
User Groups
Empower Conference
Instructor- Led Training
User groups are held around the world
The annual Empower Conference
Receive hands- on training in
and online, to help users network,
lets you choose from numerous
a Laserfiche sandbox environment
exchange tips and tricks, and learn about
sessions and hands- on labs taught by
led by a Laserfiche expert.
new features.
Laserfiche experts.
RESOURCES
MOREREGISTER
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18Guide
to Implementing a Laserfiche Training Program
training
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CHAPTER 2: Laserfiche Resources
All of those resources can be used to create a customized training plan for the various user roles in your organization.
Some supplemental resources that can help you create a specific training plan include:
Webinars
Product Documentation and
Laserfiche Answers
Learn tips and tricks and best practices in
White Papers
The place where members of the Laserfiche
live webinars.
The place to find specific details about
community ask and answer questions.
various Laserfiche products and features.
BROWSE
RESOURCES
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19Guide
to Implementing a Laserfiche Training Program
CHAPTER 2: Laserfiche Resources
Hosting an In-Person Event Checklist
Before the training
During the training
Determine the dates and times of the training.
Check in employees.
Determine length of training ( quarter day, half day, full day, etc.).
Keep tabs on the time. Make sure to leave enough time for questions.
Create the training agenda.
Make sure everyone is engaged.
Create the training materials.
Identify the trainers.
Determine the technology needed for the training, and obtain it
computer, projector, screen, microphone, etc.).
Determine the number of people per training session.
After the training
Send a follow up email with any training materials or external links.
Survey the attendees to gauge the effectiveness of the training.
Debrief the training with key individuals involved.
Book the room ( make sure it is large enough and accessible).
Promote your training to employees.
Implement a sign- up process.
Book any food, snacks or beverages.
Conduct training dress rehearsal.
20Guide
to Implementing a Laserfiche Training Program
CHAPTER 2: Laserfiche Resources
Sample Laserfiche Training Plan
Assess your training needs
User( s) requiring training:
Department managers
What they already know how to do in Laserfiche:
Submit forms through Laserfiche Forms.
Work with documents in the Laserfiche repository.
What they need to know how to do in Laserfiche:
Approve requests from employees through Laserfiche Forms.
Manage employee workload in Laserfiche Forms.
Reassign Forms tasks as necessary.
Identify your training goals/ objectives
TRAINING OBJECTIVES
Department managers will be able to:
Submit, view and perform actions on forms in the Laserfiche Forms
Inbox as they are assigned and by the specified task deadline.
Monitor the workload of their employees using Laserfiche Forms
reporting and reassign tasks as necessary.
21Guide
to Implementing a Laserfiche Training Program
CHAPTER 2: Laserfiche Resources
Design your training materials and action plan
Training delivery:
Implement the training:
Online pre- assessment to gauge managers’ knowledge
Send out email reminders about the upcoming training starting
about topic
two weeks before training launch date.
Online pre- recorded video training about Laserfiche Forms
Follow up individually within one week of training due date with
Online assessment about topics covered in online training
managers who have not completed the training.
video to gauge learning success
Evaluate the training:
Training led by in-house learning and development team
Training time frame:
Existing managers must complete the training within 30 days.
Evaluate the results of the training assessments.
Send a short, post- training survey to all managers regarding
how they liked the training.
New managers must complete training upon promotion to role.
Resource to help after training:
Laserfiche Forms Guide for Managers
22Guide
to Implementing a Laserfiche Training Program
Aspire Learning Platform
Access extensive educational resources including online
certification courses, getting started guides, worksheets and
over 300 free tutorial videos.
https://www.laserfiche.com/learn-su
START LEARNING
pport/aspire/?utm_source=pdf&utm_
medium=resource&utm_content=gui
de-to-implementing-a-laserfiche-trai
ning-program&utm_campaign=laserf
iche-software
2023 Laserfiche