HomeMy Public PortalAboutLaserfiche Agmt-INA CC1
ExperienceExcellence
Municipal Code Corporation
PO Box 2235 • Tallahassee, Florida 32316
TELEPHONE(800)342-2633 • FAX(850)701-0715
Logan Di Liello, Senior Account Executive • extension 1725 • logan@mccinnovations.com
November 27, 2013
Mr. Bill Thrasher
Finance Director/Town Manager
Town of Gulf Stream
100 Sea Road
Gulf Stream, FL 33483
Dear Mr. Thrasher:
I enjoyed speaking with you recently regarding the Laserfiche software and services. Pursuant to our
discussion, we are pleased to enclose our Professional Services Proposal. While reviewing the proposal,
please keep in mind the following advantages of being a MCCI customer:
--% Leading Provider— For the past five years, MCCI was ranked as the #1 Laserfiche VAR in the United
States. With 3 offices in Florida, we are dedicated to our Florida customers and serve over 125 clients in
Florida alone at this time.
Professional Certifications— MCC!'s staff is well-trained and holds multiple certifications in security,
HIPAA, CDIA+ and more to give you the peace of mind that we are simply the best at what we do. Our
staff is also Laserfiche Gold Certified, meaning we have passed the Laserfiche CPP courses required for
this certification.
`'/ Government Focus— MCCI was created by Municipal Code Corporation to focus on innovative
technologies for Government. MCC! provides Laserfiche software and services to more than 400
government entities including Cities, Counties, State Agencies, Special Districts, and more.
-*/ Specialization In Enterprise Solutions— Our Project Managers provide implementation and training
services to help make your solution an Enterprise -wide deployment. We work with you on your initial
project plan knowing that one day Laserfiche will be used across the entire organization. This
methodology helps you plan to meet this goal in your time frame whether it be an immediate objective
or part of a multi-year plan.
"Y' Superior Support— MCC! utilizes a multi -layered support team geared towards offering each client
multiple contacts to enhance the usage of every product implemented. We offer support through our
help desk, email, and tall free number, and also have an online support center that gives end users
access to training manuals, "how to" checklists, training videos, a knowledge base, and software updates.
Robust Resources— Whether it is integration, scanning and indexing services, an electronic forms
solution, etc., MCCi has additional solutions that are complimentary to Laserfiche, while allowing you to
work through one vendor for best of breed solutions.
If you have any questions concerning our proposal or desire additional information, please do not hesitate to
contact me on our toil -free number. We appreciate your interest and hope that we will have the pleasure of
working with you and serving the Town of Gulf Stream.
Sincerely,
Logan Di Liello
Account Executive
.6 ' A Executive Summary
Company History
MCCi, a subsidiary of Municipal Code Corporation (The nation's leading codifier for local government),
has been providing Electronic Records Management Solutions to its clients since 1998. In 1998,
Municipal Code Corporation (MCC) created a document imaging division, which subsequently evolved
into MCCi in the summer of 2003. This allowed MCCi to provide its customers with a higher level of
service, but still benefit from the stability and credibility of MCC. With a client base of over 400
government agencies and satellite offices across the country, we are striving to be the leading Electronic
Records Management provider in the United States. MCCi has been the q1 Laserfiche VAR in the world
the last 5 years.
Proposed Solution
MCC! is proposing the Laserfiche software for your organization. Laserfiche is a unified solution that
manages all your organization's documents and records, regardless of location or media. Please keep in
mind some of the features of Laserfiche:
�Y User Friendly— Laserfiche is very easy to learn, navigate and use. Users will see Laserfiche has a
folder tree structure similar to Windows Explorer for easy viewing and use. This familiarity will give
your staff the confidence to begin scanning and retrieving documents almost immediately after
Installation making an Enterprise rollout easier on your resources.
-i Comprehensive Security— Laserfiche Comprehensive Security allows you to control the security of
your documents on many levels. You determine what functions, such as scanning and printing, each
staff member may use. Security features are easy to administer and with proper right records
managers can administer most security functions without IT staff assistance.
V/ Intelligent Search— Laserfiche lets you search your documents based upon full -text search, index
search, and document and folder name searches. The Laserfiche full -text search unlocks the
contents of your documents; if you need to find a word or phrase within a document, the full -text
search retrieves it immediately. An easy Google -style toolbar is available for searching as well.
Integration— Laserfiche is the central repository for records in your organization and allows you to
integrate other main line of business solutions easily. Whether you are looking for a way to
integrate with a departmental solution, ERP solution, Microsoft product, etc., Laserfiche has options
available. Laserfiche Microsoft integrations include the ability to archive Office & Outlook
documents directly Into Laserfiche as well as integration with Microsoft SharePoint.
11' Business Process Automation — Laserfiche allows users to capture information instantly and
automate business processes instead of the traditional methods of using an imaging solution as an
archival tool. Users are finding efficiencies by reducing the time processes take and giving users
access to information instantaneously through the implementation of Laserfiche Workflow, resulting
in cost savings for the organization.
-9' Mobility & Web Tools— Mobile devices are being used more and more in organizations for day to
day operations. Laserfiche has options available to ensure you can access Laserfiche from these
devices and perform related actions quickly on the go. There are also options for giving your outside
citizens/customers access to records through the web to promote transparency and decrease
records requests.
,in
Avante Features
MCCI is recommending the Avante platform for your organization. Avante includes:
N/ Bundled users — Each user comes bundled with:
�% Workflow for Business Process Automation
� Snapshot for archiving electronic records
�/ Email Plug-in for emailing records directly from Laserfiche
J Options for bundling the following functionality into user licenses:
- Web Access, which includes a thin client option for users, Web Access Light for mobile devices &
tablets, iPhone & iPad apps, and SharePoint integration.
- Audit Trail for monitoring, recording, and reporting on system activity.
- Digital Signature capabilities
Web -based Administrative Console allowing you to administer the system from anywhere.
-i/ Options for Electronic Forms, Records Management, Batch Processing tools, Integrations, and Web
Portals.
MCCI Advantage
MCCI is a leading Laserfiche provider focusing on customer service in every aspect of your project. Asa
client you will receive access to our highly trained staff & support services, including:
Dedicated Project Management— Our Project Managers are highly trained in the areas of
implementation, Workflow processes, integrations, and more to help your organization implement a
well thought out Enterprise system based on your organization's needs. They are Laserfiche Gold
Certified and also hold other professional certifications to maintain a high knowledge level of our
client's business processes.
1/ Dedicated Support— Once your project is complete, you will have access to our support staff for
trouble shooting & supporting your Laserfiche system. Our staff can be easily reached through
email, phone or our online support center.
,V' Sales & Account Management Team —You will have a dedicated team of an Account Executive and
Account Manager that you can directly contact. They will also proactively contact you to ensure
satisfaction, provide additional information on your products, and conduct web & regional events
on continuing education topics.
Training Services — Before, during, and after your project, we focus on ensuring the users are
trained on the software and stay up to date on the features available. In addition to our Training
Services, we offer a yearly subscription to our Online Training Center for Laserfiche to help protect
your Laserfiche investment. This allows all types of users, regardless of their role, to access videos
on popular topics. This information is updated monthly and will be a continued resource for your
organization.
11" Back File Scanning & Conversion Experience — In the event you need to address a back file scanning
project or have older data from legacy systems to convert, we have experience in addressing these
and integrating them into your Laserfiche system. We have converted over 30 different applications
and migrated the data to Laserfiche for other clients.
31
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STATEMENT OF WORK
Product Description:
ECM SOFTWARE LICENSING FOR AVANTE
0 Avante Server for SQL Express
LF Full Named User
Includes Snapshot, Email, and Workflow
0 LF Standard Audit Trail, 15% Add On to All Named Users
Q OCR Scheduler for Laserfiche - Requires one dedicated Loserfiche User
License
Q LF Scanconnect'requiredfor each scanner purchased/utilized
Q LF Workflow
ECM Software Licensing Total
ANNUAL SOFTWARE SUPPORT - PREMIUM LSAP
0 Avante Server for SQL Express
Q LF Full Named User
Includes Snapshot, Email, and Workflow
0 LF Standard Audit Trail, 15% Add On to All Named Users
0 OCR Scheduler for Laserfiche - Requires one dedicated Loserfiche User
License
Q LF Scanconnect-requiredfor each scanner purchased/utilized
Q LF Workflow
0
Laserfiche Avante
Qty. Cost Total
1 $1,500.00
$1,500.00
3 $500.00
$1,500.00
3 $75.00
$225.00
1 $1,500.00
$1,500.00
1 $165.00
$165.00
1 Included
Included
$4,890.00
1 $450.00
$450.00
3 $150.00
$450.00
3 $22.50
$67.50
1 $330.00
$330.00
$50.00
Included
Managed Services for Laserfiche - Avante Express 1 $1,260.00
Training Center 1- 4 Users 1 $495.00
Annual Support Total
For budgetary purposes, the Client should include $3,169.88 in annual budget for renewal of LSAP, Managed
Services, and the Training Center for the software quoted above.
$50.00
Included
$1,260.00
$495.00
$3,101.50
0 Basic Onsite Training of software, per day 1 $2,500.00 $2,500.00
Workflow training and installation excluded. Travel expenses included.
Q MCCi Project Management Services 1 $1,250.00
Professional Services Total $3,750.00
Total Project Cost $11,742.50
PAYMENT & BILLING TERMS
MCCi will invoice fifty percent (50%) of the total contract amount upon receipt of the signed contract. Balance of total
project will be invoiced upon completion of the proposed professional services, but may be broken up based on completion
date of specific services. Sales tax will be included where applicable. Payment will be due upon receipt of an invoice.
41
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MCCI STANDARD SERVICES
To determine which services and products are included with your project please refer to the statement of Work
above.
MCCi prides itself in providing high quality professional services and support. Providing the most
advanced level of tech support via the web, e-mail and phone, you can rest assured that MCCi will
provide you with profession installation, training and support services. Our clients can rely on us to
provide a continual flow of information through our technical bulletins and newsletters.
MCCI PROJECT MANAGEMENT SERVICES
MCCi Project Managers are CDIA-certified and Laserfiche Gold Certified. The CDIA (Certified Document
Imaging Architect) is awarded after a comprehensive and rigorous exam focused an a broad spectrum of
document and records management objectives. There are multiple Laserfiche Certifications and MCCi
focuses on maintaining all of them. MCCi Project Managers administer these services and concentrate
on defining business requirements and the deliverables that follow. The MCCi Project Manager will
work with the client's point of contact to put together a project plan that clearly defines the scope of
services of the Project Management services. These services are included to ensure the Client is
prepared for the final project implementation.
Implementation
Client Consultation -The assigned MCCi Project Manager will perform a remote pre -installation solution
development plan including configuration of security rules for the Client prior to installation and
training. This consultation will include a review of current document organization and retrieval practices
to determine desired indexing methods, as well as other basic system set up needs. Once this
information has been gathered and provided to the MCCi project manager, the basic folder structure,
document naming scheme, scheme, and template set-up will be configured prior to onsite training.
Remote Installation and Configuration — Software installation and configuration may occur remotely as
part of the Project Management services to ensure the onsite time purchased is focused on the direct
objective. Please refer to the statement of work to determine if the onsite time will include installation
and configuration.
Remote Training — Project Management services may be utilized for training administrators or users
remotely if not providing onsite training. Please refer to the statement of work to determine the
training model quoted.
LASERFICHE BASE SOFTWARE TRAINING SERVICES
The client is provided with either instructor -led hands-on training or train -the -trainer training in the
operation of the Laserfiche Software and Plug -ins, and the scope of all training services to be performed
is notated in the Statement of Work. These services will be provided onsite or remote, please refer to
the Statement of Work to determine which has been quoted. Below are some sample outlines based on
user -roles and system modules:
System Administration Training
• Client and Server Installation Procedure
• Users and Groups—Active Directory
• Security
• Templates
• Tags
• Document Relationships
r
• Records Management
• Volumes
• System Settings
• Back Up Procedures
• Troubleshooting Procedures
• Technical Support Overview
Full UserTrainin¢
• Introduction to Laserfiche
• Folders and the Folder Browser
• Scanning and Importing
• OCR and Full Text Indexing
• Document Display
• Index Card/Templates
• Document Retrieval by Index Fields or Text (Searching)
• Annotations
• Extracting a Document from Laserfiche
• Briefcasing and Migrating Documents
• Customize Laserfiche
• Volumes
• Security
• Advanced Features — Plug -ins
SOFTWARE DESCRn"IONS
To determine which products are included with your project, please refer to the Statement of Work
LASERFICHEAVANTE
Laserfiche Avante solution is a named user model and starts out with a feature rich system that is based
on the number of people who will be using the system. It is designed for small to mid-size organizations
and helps you capture, manage, distribute, and work with information in diverse working environments.
Avante comes with Laserfiche Workflow and allows your organization to move beyond simple document
routing to automate everyday tasks, optimize business processes, and share information with a wide
variety of applications. Avante systems allow you to choose from multiple database platforms and
incrementally expand the system with records management edition and other plug -ins such as Auditing,
Web Access, Digital Signatures, and Batch Processing. The Laserfiche Avante pricing structure makes it
simple and affordable to add new features and functionality to your Laserfiche system as your needs
change.
LASERFicHE RIO
MCC! recommends the Laserfiche RIO solution for Enterprise clients that have a large volume of users,
as well as the need for test environments and multiple servers/repositories. RIO and each RIO license
comes coupled with Workflow, Web Access, Mobile Access, Snapshot, Email, Digital Signatures, and
Advanced Audit Trail. This licensing structure makes it much easier on IT administration, especially
when dealing with a large user base. In addition, RIO supports an unlimited number of application
servers, as well as repositories, making it well suited for expansion and testing needs. RIO can connect
either to MSSQL or Oracle for the backend database, and of course many of the same optional
Laserfiche modules such as the Records Management, Batch Processing and Weblink Public Portal
licenses are available with RIO.
Feature
Avante
Rio
Comments
JSQL Express, SQL,
,Database
;Options
Joracle
SQL, Oracle
!Retrieval
lConcurrent
Public Portal (Weblink)
Public Portal (Weblink)
!Users
Full Named
Includes Workflow, Email and Snapshot for
Users
Unlimited
25—Unlimited
Avante; Includes Workflow, Email, Snapshot,
Web Access and Advanced Audit Trail for Rio.
Retrieval
n/a
200— Unlimited
Includes Email capability. Minimum of 200 must
Named Users
be purchased.
Application
Servers
1
Unlimited
User License
Named
Named
Model
Avante: Up to 14 additional (for a total of 15)
Up 15 per Application
Repositories can be added at an additional cost.
Repositories
1
RIO: Each Application Server can have up to 15
Server
Repositories attached. RIO allows for an
unlimited number of Application Servers.
Sora c%mzv OFscnirrlo5s
option Add-on option
LASERFICHE PLUG -INS
de Public Portal: The 5 concurrent license
allows for one security profile to be set.
nlimited versions are licensed per Laserfiche
pplication server, and per processor. The
:ensed number of processors must be equal
or greater than the number of processors
'Pus) on the correlating Laserfiche application
-rver. Note: Additional copies of the
nlimited Public Portal are needed if there is a
eed to connect the Public Portal to more than
Application Server.
Laserfiche Plug -Ins. Utilities, and Tools
MCCi can provide additional Laserfiche Plug -ins Utilities, & Tools software. Laserfiche offers a selection
of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain
Plug -Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing
page/statement of work to determine which modules have been proposed.
Capture Modules
Laserfiche ScanConnect'": allows ISIS scanning. A collection of ISIS scanner drivers is included with
Laserfiche ScanConnect. These drivers allow images to be scanned through supported scanners.
ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields.
Weblink Public Portal
Weblink Public Portal
Workflow
Workflow
Included
Included
Included
Snapshot
Included
Included
Email
_
Included
Included
WebAccess
Unlimited Dual
Unlimited Dual
(Thin client
access for
Add-on option
Included
named users)
Multi Processor)
Multi Processor)
Requires WebAccess
Mobile Access
Included
Digital
Signatures
Add-on option
Included
FAddtonoption (Options
er, Standard,
Audit Trail
Includes Advanced
Audit Trail
option Add-on option
LASERFICHE PLUG -INS
de Public Portal: The 5 concurrent license
allows for one security profile to be set.
nlimited versions are licensed per Laserfiche
pplication server, and per processor. The
:ensed number of processors must be equal
or greater than the number of processors
'Pus) on the correlating Laserfiche application
-rver. Note: Additional copies of the
nlimited Public Portal are needed if there is a
eed to connect the Public Portal to more than
Application Server.
Laserfiche Plug -Ins. Utilities, and Tools
MCCi can provide additional Laserfiche Plug -ins Utilities, & Tools software. Laserfiche offers a selection
of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain
Plug -Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing
page/statement of work to determine which modules have been proposed.
Capture Modules
Laserfiche ScanConnect'": allows ISIS scanning. A collection of ISIS scanner drivers is included with
Laserfiche ScanConnect. These drivers allow images to be scanned through supported scanners.
ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields.
Weblink Public Portal
Weblink Public Portal
license package options
license package
Public Portal
(5,10, 25, 50, Unlimited
options (50, Unlimited
(Weblink)
Single Processor,
Single Processor,
Options
Unlimited Dual
Unlimited Dual
Processor, Unlimited
Processor, Unlimited
Multi Processor)
Multi Processor)
Upgrade Path Iflo
n/a
Laserfiche
Lf 8.1 and later
Lf 8.0.1 and later
option Add-on option
LASERFICHE PLUG -INS
de Public Portal: The 5 concurrent license
allows for one security profile to be set.
nlimited versions are licensed per Laserfiche
pplication server, and per processor. The
:ensed number of processors must be equal
or greater than the number of processors
'Pus) on the correlating Laserfiche application
-rver. Note: Additional copies of the
nlimited Public Portal are needed if there is a
eed to connect the Public Portal to more than
Application Server.
Laserfiche Plug -Ins. Utilities, and Tools
MCCi can provide additional Laserfiche Plug -ins Utilities, & Tools software. Laserfiche offers a selection
of modules and development tools designed to let you tailor Laserfiche to meet your needs. Certain
Plug -Ins may be bundled differently based on the Laserfiche platform. Please refer to the pricing
page/statement of work to determine which modules have been proposed.
Capture Modules
Laserfiche ScanConnect'": allows ISIS scanning. A collection of ISIS scanner drivers is included with
Laserfiche ScanConnect. These drivers allow images to be scanned through supported scanners.
ScanConnect 7.x is can be purchased as an add-on to both Laserfiche scanning and Quick Fields.
SOFTWARE DESCRIPFIONS
Laserfiche SnapshotTM: Laserfiche Snapshot is included with both Avante and RIO Full Named User
Licenses, and can generate images and text from an electronic file (e.g. a Word document, a web page, a
text editor, etc.). The files generated by Laserfiche Snapshot capture the content of the electronic file at
the time that it was processed. In other words, they represent an accurate portrayal of an electronic file
at a given point in time. The images and text created from an electronic file are then stored in a
Laserfiche repository. As you can see, Laserfiche Snapshot can be used as a tool to archive a particular
version of an electronic file. Laserfiche Snapshot can process any electronic file that can be opened with
a Windows application that has printing capabilities. This feature is automatically included with every
Full User purchase.
Laserfiche Import Agent: Laserfiche Import Agent is a capture tool that can bring files into a Laserfiche
repository from the Windows file system. Any file that can be stored in Laserfiche can also be imported
via Import Agent. What's more, Import Agent allows for scheduled and selective imports, so that users
can set up specific criteria for what gets imported when.
OCR Scheduler for Laserfiche: MCCi developed this tool. It provides a simple and effective way to mass
OCR documents in Laserfiche. It allows administrators to configure multiple OCR sessions. Sessions are
created based on selecting folders within a specific Laserfiche Repository and scheduling the time to
begin the OCR process. Benefits:
• Efficiency., Clients can schedule the tool to perform the OCR function, rather than tie up
machines during the normal working rhythm.
• Support/Search Content: Leaving the responsibility in users hands to conduct OCR can lead
to incomplete processing. The tool provides assurance that everything in need of OCR is
being addressed without end user interaction.
"QuickFields" (QF) Batch Processing Tools: Quickfields is a suite of Batch Processing utilities created by
Laserfiche. Avante and RIO bundle each of these features differently, which is reflected in the
Statement of Work/Pricing section:
• Laserfiche®Quick Fields'"' automatically captures useful information from paper and electronic
documents and organizes it for fast retrieval. Quick Fields transforms data capture from a costly and
labor-intensive operation into an efficient process by collecting precise pieces of information from
the masses of unstructured data flowing into your organization. Quick Fields improves the speed
and accuracy of data capture while giving authorized staff instant access to the information they
need to work effectively.
• QF Bar Code Validation Package: The Bar Code add-on reads bar codes on a specified page in the
document. The value returned by the bar code process can be used to identify a page, populate a
field, determine the document name, or determine where the document will be stored. Bar Code is
very powerful when combined with Real Time Lookup. Supported barcode formats: Codabar, CODE
39, CODE 128, EAN 8, EAN 13, Interleaved 2 of 5, UPCA, and UPCE.
• QF Real-time Lookup Validation Package: Lookup populates template fields and validates
metadata by retrieving data stored in third -party databases and other applications.
• QFZone OCR Validation Package: Images that contain clearly printed or typed information can be
converted to text files through a process called OCR (Optical Character Recognition). Once text has
been extracted from an image, it can be sent along with the image to the repository. Once the
document has been imported into the repository, the extracted text will be associated with the
corresponding image in the document. The International Zone OCR add-on will scan a zone on an
image for text. Only text found within the zone will be extracted. The data returned by this process
can be used to identify a page, populate a field, determine the document name, or determine where
SOrTwAM: Di.scium IONS
the document will be stored. The International Zone OCR add-on can be installed when Quick Fields
is first installed or after it has already been installed.
• QF Forms Alignment., automatically repositions scanned documents to match a master form,
correcting for scanning errors and improving data extraction.
• QFDocument Classification: designed for clients who deal with multiple forms, and will recognize
and process multiple document types.
• QFAuto Stamp/Redaction/Bates Numbering: The Bates stamp option is a document auto -
numbering annotation option
• QF Optical Mark Recognition: detects handwritten information, including marks on surveys, tests
and ballots.
• QFAgent: enables administrators to schedule forms processing around the clock and run Quick
Fields sessions without operator intervention, reducing labor costs and optimizing business
processes.
• QFForms Identification: automatically recognizes the form or document based on its overall
structure, even in the absence of bar codes, form data or other distinguishing information.
• QF Forms Extractor: removes form outlines to isolate data for more accurate capture.
• QFScripting Kit: Offers a script editor, which allows developers to write C# and VB.Net Scripts, and
insert the scripts into a Quickfields Session.
Distribution Modules
Laserfiche Public Portal - WebLink'•: The WebLink module publishes select documents in a
Laserfiche repository to an intranet or the Internet in read-only form. Documents can be made
available through the Web almost instantly, and users need only an Internet browser in order to
access them. Built on ASP .NET, WebLink can be customized to match the look and feel of an
organization's Internet or intranet site.
Laserfiche WebAccess: Laserfiche Web Access is a Web browser -based thin client offering virtually
all of the document management capabilities of the standard Laserfiche interface. Web Access
allows your IT staff to roll out high-volume Laserfiche access without increasing your organization's
application support burden. Authorized users organization -wide enjoy simultaneous access to
documents, whether they are using the corporate intranet or logging in from a branch office.
o Laserfiche Mobile Access Options: Laserfiche Web Access is required for any/all mobile
access options. Web Access Light & Laserfiche Mobile are both options for providing
mobile access to your Laserfiche solution:
• Web Access Light: Designed for Blackberry, Chrome, Opera and Safari mobile
browsers, offers a lightweight Web interface for popular mobile devices,
enabling users to search and retrieve documents, as well as approve documents
and participate in workflow automation processes, while away from their
desktop computers.
• The Laserfiche Mobile iPhone app takes advantage of the iPhone's touch
screen, gesture recognition and high resolution interface to provide users with
an immersive experience. Features include:
• Create and upload new content with the iPhone camera.
• Automatically crop, straighten and enhance captured information, with
full text recognition.
• Copy, move, rename, download, e-mail, print or delete content.
• Browse for documents in a folder structure or search the entire
repository
SOF• rwAm: Desceu•noNs
• Participate in workflow automation processes by accessing metadata
fields.
The Laserfiche Mobile iPad app gives employees the ability to securely view and
update content from wherever they are. Features include:
• Provides secure access to documents and metadata
• Enables users to create and upload new documents
• Participate in Workflows on the go
Laserfiche Plus'" Laserfiche Plus allows the information stored in a Laserfiche repository to be
portable. Laserfiche documents published by Laserfiche Plus can be viewed by anybody, regardless
of whether they have Laserfiche installed. If these portable Laserfiche documents are sent to a
company or site that already has Laserfiche installed, then that organization can also choose to
attach those documents to their repository. This software prepares a copy of the Laserfiche files
(images, text, electronic files, annotations, templates and field data) for burning directly to your
removable media or to a temporary directory. Choosing to publish to a temporary directory allows
you to write it to your removable media at your convenience.
Laserfiche E -Mail Plug-in'" allows instant electronic document distribution via standard MAPI-
compliant e-mail applications. This feature is automatically included in every Full User and Retrieval
User license purchase.
Work/low Process Automation, Collaboration, and Tracking
• Laserfiche Workflow: Efficiency and accountability -enhancing document routing, e-mail notification
and audit trail reporting.
• Laserfiche Digital Signatures: Laserfiche allows users to sign briefcases when exporting as well as
documents stored in Laserfiche. These are two separate applications of digital signatures. Signing a
briefcase file embeds the signature in the file along with the certificate associated with the signing
key. The full certificate chain is embedded. This allows users to prove who created the briefcase and
that the briefcase was not tampered with. Digitally signed briefcases may, but do not necessarily
contain digitally signed documents. Digital signatures can be applied to documents stored in
Laserfiche. The digital signatures are stored as metadata and are preserved when exporting a
document in a volume or briefcase (whether or not the briefcase was itself signed).
- Users can digitally sign a document in the Laserfiche Client or Web Access to indicate their
approval. Documents can also be countersigned by another user, which indicates approval of
the document and the existing signature. Multiple signatures and countersignatures can be
applied to a single document.
- Digital signatures are validated with signing certificates on the server and the repository, which
verifies that a signature on a document is trustworthy. A signature becomes invalid if the
certificate is expired or if a document has been modified since the signature was applied.
Signature certificates are managed through the Laserfiche Administration Console or Web
Administration Console. As a pre -requisite, the organization must have Digital Certificates set-
up on the network, prior to implementing Laserfiche Digital Signatures.
Laserfiche Audit Trail Modules: Three levels of audit reporting to address your specific regulatory
compliance and security needs.
• The Starter Edition tracks basic events that occur in the repository and that involve accessing,
modifying or exporting data. Basic events include creating, editing, printing or deleting
documents, creating annotations, and assigning metadata.
SOFTWARE DESCRIPTIONS
The Standard Edition builds on the Starter Edition by tracking additional security- and access -
related events. This edition can also track unsuccessful attempts to perform an action, such as
failed attempts to access or print documents.
The Advanced Edition meets the needs of organizations in the most highly regulated
environments. It includes all the functionality of the other two editions, and also tracks many
more events including password changes, the creation or modification of users and groups, and
changes to repository -wide settings. It can also track all the searches users perform, require
users to enter reasons for performing certain actions, and automatically add watermarks to
printed documents.
Electronic Forms
• Laserfiche Forms allows organizations to create Web forms for collection and processing
information electronically.
• Laserfiche Forms has flexible design options to meet your organization's needs. You
can:
- Create custom forms from a library of field or selection elements.
- Apply preset or custom themes, including page logo, colors, buttons, fonts, and more.
- Configure form elements to dynamically be displayed or hidden depending on user inputs or
to be populated with data from external data sources.
- Automate business processes for form data to follow, such as decision-making, emailing, or
approvals.
- Create custom form layouts and dynamic behaviors with CSS and JavaScript.
• Rale -based security is included to allow and restrict access to necessary functions for form
submitters, reviewers, approvers, form creators, and system administrators.
• Reporting tools allow different views of details on submitted forms such as:
- User view of details about all submitted forms.
- Approver "dashboard" of submissions awaiting approval.
- Administrator views of all submissions by form and approval status.
• Forms can be used internally or externally (with the appropriate licensing). Publication options
include login to forms system, public URL, secure URL, or embedded into a Web page.
• Submitted data can be exported for further analysis or distribution.
• Submitted forms can be utilized to initiate an email notification or start a workflow rule within
Laserfiche.
Laserfiche Integration Plug -Ins
• LF Integrator's Toolkit: Provides the tools & documentation necessary for customizing
Laserfiche, and integrating Laserfiche with other applications.
• Third Party Integration Plug -Ins:
- DatallowAfnity Integration — Datallow Affinity brings the power of Laserfiche document
management to the applications you use most. Document searches can be reduced to a
single click of a button. New documents can be added to your Laserfiche repository without
manually entering template field values, file names, or folder locations. Affinity truly makes
Laserfiche feel like part of your business software.
- RatchetX Integration — RatchetX is a configurable and robust middleware integration tool
for Laserfiche. With a single click of a button, new documents can be added to Laserfiche
from another application, and users can search Laserfiche directly from the applications
they use most. RatchetX is unique in regards to the robust toolset it provides for accessing
data from other applications (even the toughest proprietary systems), for use configuring
SOF I WARE DESCeiwnovS
the most common ECM integrations: Indexing, importing/scanning, and executing search
queries. In addition, RatchetX provides the capability to create custom integration
activities, such as populating a record in another system from the data extracted during the
intake process in Laserfiche, or looking up a record in another system from the Laserfiche
interface itself (Bi-directional Integration).
LF Integrator GP—LF Integrator empowers Great Plains users to scan, search and link
supporting documents in Laserfiche document management applications directly from the
Great Plains menu bar. Link the document and workflow management power of Laserfiche
with your current Great Plains implementation.
LF Integrator AutoCAD—LF Integrator for AutoCAD allows you to store AutoCAD drawing
files or associated documents in Laserfiche, including embedded cross reference files,
directly from the AutoCAD menu. Launch Laserfiche scan or search modules using the
drawing file for template or search criteria, or create a Laserfiche document template using
the fields from any AutoCAD drawing title block with a single click.
GeoDocs: GeoDocs'"' is a web -based software that seamlessly integrates ESRI ArcIMS (soon
to be ArcGIS Server) and Laserfiche. Utilizing robust search capabilities, users of GeoDocs
can access digital documents stored in a Laserfiche repository from within the web -based
GIS program and vice versa, access spatial information stored in a GIS from within the
Laserfiche web client.
ImageSign for Laserfiche— ImageSign for Laserfiche allows you to digitally sign documents
inside of Laserfiche securely. There are also options for utilizing external signature pads to
allow customers & external users to electronically sign documents.
'Created & supported by MM only.
LT Systems Laserfiche Integration — LT Systems Laserfiche Integration allows users of the LT
Systems Court solutions to archive court related documents into Laserfiche. Users can
launch Laserfiche scan or searching windows from LT Systems and bring data and
documents directly into Laserfiche while capturing metadata in LT Systems.
*Created & supported by MCO only.
THCIIYICAI. SUPPORT
When you become a client of MCCi, you gain much more than just a new product. You gain a
relationship between our staff and your organization to make your product implementation successful
and the usage of your product an enjoyable experience. In order to make this possible, MCCi offers both
Proactive and Technical Support.
PROACTIVE SUPPORT
MCC! assigns each account with a Regional Account Executive and an internal Account Manager Team.
You will have already worked with your Account Executive in the pre -project phase and they will
continue to support you. Your Account Executive will provide a local presence and contact information
should local meetings be necessary. The Account Executive also assists in pre implementation
processes.
Your Account Manager will assist in managing ongoing support through the life of the product. MCCJ1
believes in a proactive support methodology and it is the Account Managers' role to insure this ongoing
communication with clients. Your Account Manager will be in touch throughout the year to discuss
optimal system usage and ensure client satisfaction. Items discussed may include, but are not limited
to:
• Identify any needs that could easily be addressed with the current system.
• Provide resource for question and answer, best practices, how other customers are using the system
with use of documented case studies, Listservs, support center, etc.
• Provide continued education for existing and new users within the organization through the use of
webinars, seminars, workshops, users group, and more.
• Annual review of current system configuration
• Dedicated sales support staff for pricing inquiries and budgetary information
• Annual support renewal notification to ensure your renewal process is timely and accurate
Educational Resource Definitions
• Case Studies— MCC! works with our clients to put together narrative accounts of specific usages of
MCCi solutions in their organization. Specific departments, document types, integrations, etc. are
noted to allow other users to learn from the information.
• MCC! Llstsery— MCCi has created a Listsery for specific types of system customers. A Listsery is a
creative use of e-mail, which provides a means for End Users to share information on a common
interest. Members are able to communicate with peers thru a single e-mail. Uses of the Listsery
may include fielding requests about system usage, as well as best practices.
• Support Center—This resource is a compilation of white papers, best practices, and information for
system users all in one location. Through the support center, users can also submit and check the
status of their support tickets.
• Webinars — MCC! conducts monthly webinars on different topics promoting more efficient system
usage. User webinars are also offered on more specific topics related to products, concepts,
departments, etc. regarding the usage of your system. These are done through the web and are a
convenient way of staying informed on the newest technologies available.
• Seminars— MCCi conducts seminars on different topics to help educate new and existing end users
throughout the year. They are usually located at a host site of an existing customer. These can also
be offered at current client's locations to invite departments to learn more regarding their current
system.
I A {
TF.CIINICAL SUPPORT
• User Groups— MCCi offers annual user groups to keep end users trained on the newest versions and
products. These are geared to both users and administrators of the system.
TECHNICAL SUPPORT
The Laserfiche Software Assurance Plan (LSAP) helps preserve your investment and extend the benefits
of your original purchase by providing you access to the assistance needed to ensure that you maximize
system uptime. You have access to a toll free line to call for technical support or submit tickets online
through our support center. When you subscribe to the LSAP you receive the following benefits:
• 100% upgrade credit for your existing software (in the event of an upgrade)
• Free software updates for your current system
• 24-hour FTP and website access which includes the MCC! Online Support Center
• Technical bulletins and newsletters
TRAINING CENTER
MCCi's Training Center provides an easy, cost-effective way to provide Laserfiche training to all users in
your organization. An annual subscription allows access to our online course offering of over 200
training videos. The Training Center is home to video categories such as Laserfiche Administration,
Laserfiche Client, Workflow, and Tips & Tricks. All videos use instructor descriptions from Laserfiche
Certified Professionals. The Training Center provides the following benefits:
• 24/7 access to on -demand Laserfiche training videos and other resources
• Reduction in training expenses
• Caters to all skill levels from Basic Users to Advanced System Administrators
• Unlimited access for your entire organization
• User determined schedule and pacing
• Reduction in internal support
• Increased efficiency through improved internal usage/adoption
• Instant/budgeted training available in the case of employee turnover
• Enhance your organization's internal Laserfiche training program
• Increased user productivity
MANAGED SERVICES
MCCi Managed Services are strongly encouraged to be included with every support renewal and provide
the client with a discounted hourly rate by purchasing an advanced block of services per year based on
the products purchased. Managed Services can be used for the following professional services:
• Additional Training—additional training, via web conferencing, can be conducted to train
new users on the use of the system or as refresher training for existing users.
• Additional System Set Up Consultation — MCCi offers additional consultation that includes
recommendations on best practices for adding additional departments, additional types of
document etc. to your current system.
• Remote Implementation of Software Updates — While the standard SAP plan covers free
updates for software, implementation of those updates is sometimes overlooked. With the
addition of our Managed Services, MCCi is at your service to directly assist in implementing
software updates such as minor updates, quick fixes or point releases. Dependent on
complexity and client specific configurations, major software upgrades may or may not be
covered and should be discussed with your Account Management Team.
• Annual System Review & Analysis —Upon request, MCCi will access your system to review
and analyze how your organization is using the system, identify discovered potential
TEICIIVICAI. SUPPORT
problem areas and make recommendations for better use of the system. This analysis is
designed to be implemented 6 months after the initial Software installation, and should be
performed annually after that date. This is an optional service that will be completed only if
requested by the Client.
• Remote Access Support— Remote Access Support allows our helpdesk staff to access your
machines remotely to resolve problems faster. The use of Remote Access Support saves you
both time and money by reducing the delays in resolving software issues without costly
onsite visits.
• Laserfiche Certifications — First priority offering of complimentary Laserfiche certifications
on an as available basis.
• Laserfiche Conference Registration — First priority offering of complimentary Laserfiche
Annual Conference registration on an as available basis.
• Expiration & Additional Services — MCC! Managed Services is an annual package and will
expire on the same date as your SAP plan.
MCC! does provide continued technical support for all MCCi applications. Technical support is provided
via email or telephone during normal business hours of 8:00 a.m. to 6:00 p.m. EST. Clients can designate
several individuals who are to be the technical support contacts. Those individuals may contact MCC! at
any time for technical support. There is no limit on the number of technical support calls that can be
made. Adjustments in annual support rates may be made to coincide with current U.S. inflation rates.
HARDWARE REQUIREMENTS
MCCI will provide necessary consultation upon request, as to the compatibility of current hardware with the Laserfiche System.
Changes and recommendations will be made at the time of consultation. See system requirements below. Please keep in mind
that these are the minimum system requirements as recommended by MCC, and should be considered independently rather
than collectively. Additionally, overhead for virtualization has not been factored in to these requirements.
Scanning Station PC
OS
Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional
(Service Pack 3 or later)
CPU
2.8 GHz processor or faster
Memory
2 GB RAM or more
Communications
TCP/IP
Web browser
Internet Explorer 6.0 or higher
Client
OS
Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional
(Service Pack 3 or later)
CPU
1 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor
Memory
1 GB RAM or more, Performing OCR: 2 GB RAM
Communications
TCP/IP
Web browser
Internet Explorer 6.0 or higher
Batch Processing Quick Fields Machine
OS
Windows 8 (32 or 64), Windows 7 (32 or 64), Windows Vista, Windows XP Professional
(Service Pack 3 or later)
CPU
2.8 GHz Processor or better, Performing OCR: Dual Core 2.8 GHz or faster processor
Memory
4 GB RAM or more
Communications
TCP/IP
High Volume Recommendation
Windows 7 x64 with 8 GB RAM, Intel Care 2 Duo Processors 3.33GHz
Laserfiche Application Server
OS
Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 1 or later)
CPU
Quad -Core Processor, 2.5 GHz Processor or better
Memory
4-8 GB RAM
Communications
TCP/IP
Imo a/File Server Storage
Typical usage factoring is 18,000 black/white standard size Images per GB. Clients typically use a Network Attached Storage (NAS),
Storage Area Network (SAN), or a Local Storage Device.
I N 1
HARDWARE REQUIRENIEN'I'S
Database Management System
Loserjlche Workflow Server
OS
SQL Server 2012, SQL Server 2008 R2 Standard, Microsoft SQL Server 2005 (Service Pack 3
CPU
or later), Oracle 91 Release 2 (9.2.0.8+), Oracle SDg (10.2.0.4+), Oracle 11g (11.1.0.6+). For
Memory
MSSQL, MCCi recommends storing the MDF and LDF on different drives. Growth of MDF
Avante SQL or Rio SQL
to 10%-15% and Log to 5% to 10% of cumulative Laserfiche Volume size is anticipated.
Avante SQL Express
Microsoft SQL Server 2008 Express Edition
'Note: Oracle or Microsoft SQL Server must be purchased separately. You must
Viewer
additionally purchase enough licensing for your DBMS to support your Laserfiche
installation.
Loserjlche Workflow Server
OS
Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 2 or later)
CPU
4 Core Processor, 2 GHz Processor or better
Memory
4GBRAM
Communications
TCP/IP
LaserRche Audit Trail Server
05
Windows Server 2012, Windows 2008 R2, Windows Server 2003 (Service Pack 2 or later),
115 6 or 7
CPU
Dual Core Processor, 2 GHz Processor or better
Memory
2-4GBRAM
Communications
TCP/IP
Local Storage
C:\ Drive with 40GS or greater available
Web Module Server(s)
Required if
Installing "Web Access" or Public Portal- Weblink"
Windows Server 2012 with IIS 8, Windows Server 2008 R2 with IIS 7, Windows Server
OS
2003 with IIS 6
CPU
Dual Core 2.8 GHz or faster processor
Memory
2 GB RAM or more
Web Browser (minimum versions): Laserfiche Web products operate most efficiently
Viewer
when using Internet Explorer 9. Other supported browsers are Firefox, Safari and Chrome
Clients are responsible for any additional security protocol setup/associated fees that are
required to provide Internal/external web access. An example would be setting up
"Kerberos" for thin client active directory authentication, or setting up VPN access to
allow Laserfiche's IPad/phone applications to connect through the Web Access
Note
server.
HARDWARE. REQUIREMENTS
Laserfiche Public Portal — Weblink Per Processor (Unlimited) licensing specifics: The Public
Portal License allows unlimited connections per processor, however a large number of
connections may affect the Laserfiche application server performance (one processor can
handle roughly 100 to 150 concurrent retrieval connections). The client must have one Public
Portal License for each Laserfiche application server they desire to connect to, and the Public
Portal license must be licensed by the appropriate number of processors, which is required to
match or exceed the CPUs/processors on the Laserfiche application server that the Public
Portal will connect to. For example, the client must have a dual -processor or multiprocessor
Public Portal license in order to connect to a Laserfiche Application Server that has two or
more processors. Public Portal View Only Licenses may only be used with Weblink; they are
not available for other applications.
OCR Scheduler for Lose¢Iche
OS
Windows Operation Systems: 32 & 64 bit
Requirements
Laserfiche Version 8 Server (runs as a service), Laserfiche Version 8 Client.
Recommendation
1 dedicated LF Named User license
Note
Does not support OCR for Electronic Documents
Scanners
Must use ISIS drivers to be compatible with Laserfiche ScanConnect software. Scanner compatibility should be confirmed by
referencing the most up to date Laserfiche published supported scanner list at:
http://laserfiche.com/static/Resources/scanlist.htmi.
Laserfiche Forms
Laserfiche Server
Version 8.3.2 or hi her, Avante or Rio licensing model
Windows Server 2008 or Windows 7 with IIS 7 or 7.5, Windows Server 2012 or Windows 8
Web Server
with 1158
CPU
2.9 GHz or faster processor
Memory
8 GB RAM or more
Database Server
Microsoft SQL Server 2008, 2008 R2, and 2012
Laserfiche Forms can be viewed In Chrome, Rrefox 3.5 and higher, Internet Explorer 7 and
higher, Opera, and Safari (Mac only). It also support mobile browsing from IPad 2 and higher.
For best results we recommend using Internet Explorer 9 or higher, Firefox 12 or higher, or
Chrome 6 or higher
Client
Forms Portal allows for connection to one application server and one repository. Internet
Note
Explorer 7 users should install Microsoft security update 947864 (MSO8-024)
I ,'
The terms of this agreement shall remain in force and effect for a period of ninety (90) days from the
date appearing below, unless accepted by the Client.
Submitted by: MCCi, a Limited Liability Company
Date: November 27, 2013
By: fa—�
(Signature)
O Anti �GC�T U•.V l'/y'I W/"�/1
(Printed Name & Title)
1
Witness:
ig atureb
Noted Items Accepted by: TOWN OF GULF STREAM, FL
Date:
November 27, 2013
By: ()firaect'�
(Signature)
Joan K. Orthwein, Mayor
(Printed Name & Title)
Witness: ,
(Signat
Rita L. Taylor, Town Clerk
(Printed Name & Title)
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