About
Launch your Laserfiche Records Management deployment with the help of CDI. Let our experienced team lead you through the process of organizing, classifying, and automating your records. With our plan, your users will be able to effortlessly tag records and watch them automatically enter retention. Laserfiche will perform cutoffs & keep you informed of upcoming dispositions. It’s time to get organized and keep it that way!
Our Process
Initial Assessment & Recommendation
Project Management
Metadata and Folder Structure Discovery
Cutoff Instructions Definitions
Record Series Definitions
Access Rights Design
Folder Structure Design and RM Classifications
Assign RM classifications to all folders
Automate Cutoffs
Automate Disposition Reports
Documentation & Change Management
User Acceptance Testing
Training
You Benefits
Deploy Record Retention with an Experienced Subject Matter Expert
Design Departmental Indexing with a Certified Municipal Clerk
Automate Records Classification &
Cutoff Processes
Create a Unified, Standardized
Naming Convention
Receive Standardized Disposition Reporting
Launch Departmental Approval Processes for Destruction
Spend Less Time Fulfilling Records Requests
