Welcome to the CDI (Cities Digital, Inc) website. CDI is pleased to offer you a wide range of resources, products, and content. Here you will find our terms and conditions. Terms and Conditions 1. CDI and data privacy Cities Digital, Inc. and its subsidiaries ("CDI") is committed to protecting personal data and respecting your privacy. This privacy statement describes how we collect, use, share, protect, and otherwise process personal information about you. This statement applies to personal information that you provide to us: as a visitor to our websites or as a user of our client portals; when you send us personal information in connection with an inquiry about CDI providing products and services directly to you; as a visitor to our premises; and as a contact at one of our customers or their customers, potential customers, suppliers or other business partners. Notice to Customers of CDI Clients Where we collect personal information on behalf of our clients, CDI acts as a “data processor” (as defined in the European General Data Protection Regulation (GDPR)) on behalf of its clients and this privacy policy does not apply. Customers of our clients (e.g. Fund investors or any person providing information in connection with obtaining a product or service from a client of CDI) should consult directly with the applicable client to obtain a copy of the privacy policy issued by the client as “controllers” (as described in GDPR) which will apply in such instance. 2. What information do we collect from you? We may collect and process the following information (personal data) about you: Information that you give us: This includes information about you that you give to us by filling in forms on our website (or other forms that we ask you to complete), giving us a business card (or similar), or corresponding with us by telephone, post, email or other means. It may include, for example, your name, address, email address, work telephone number, mobile telephone number, information about your business relationship with us, information about you necessary to complete anti-money laundering checks in order to comply with requirements relating to anti-money laundering and other legislation applicable to us; and information about your professional role, background and interests. Information that our website and other systems collect about you: If you visit our website it will automatically collect certain information about you and your visit, including the Internet protocol (IP) address used to connect your device to the Internet and other information such as your browser type and version. We may also collect information about the pages on our site that you visit. Our website may also download "cookies" to your device – this is described in our separate cookie statement. If you email, telephone, write, or exchange other electronic communications with our employees and other staff members, our information technology systems will record details of those conversations and exchanges, sometimes including their content. Some of our premises have closed circuit TV systems which may record you if you visit our premises, for security and safety purposes. Other information: We may also collect some information from other sources. For example: If we have a business relationship with the organization that you represent, your colleagues or other business contacts may give us information about you, such as your contact details or details of your role in the organization that you represent. We sometimes collect information from other third parties, which can include third party data providers, or from publicly available sources for anti-money-laundering, background checking and similar purposes, to protect our business and to comply with our legal and regulatory obligations. 3. How will we use your information? We may use your information for the following purposes: To personalize and customize your experience with us; conduct research and analysis; and fulfil orders and requests for products, services, or information from you or the organization that you represent; to send you marketing communications regarding our products and services; for ordinary business purposes, including to operate and administer the products and services provided by CDI in accordance with the terms of any agreements that we may have with our clients. to operate, administer and improve our website and premises and other aspects of the way in which we conduct our operations. To protect our business from fraud, money-laundering, breach of confidence, theft of proprietary materials and other financial or business crimes. To comply with our legal and regulatory obligations, and to bring and defend legal claims where the information is pertinent (including to allow us to pursue available remedies or limit the damages that we may sustain). To comply with our internal policies and maintain our records or as otherwise required by applicable data protection laws. To respond to requests from our clients that are not already addressed above. We may from time to time be required to review information about you held in our systems – including the contents of and other information related to your email and other communications with us – for compliance and business-protection purposes as described above. This may include reviews for the purposes of disclosure of information relevant to litigation and/or reviews of records relevant to internal or external regulatory or criminal investigations. To the extent permitted by applicable law, these reviews will be conducted in a reasonable and proportionate way and approved at an appropriate level of management. They may ultimately involve disclosure of your information to governmental agencies and litigation counterparties as set out below. Your emails and other communications may also be accessed occasionally by persons other than the member of staff with whom they are exchanged for ordinary business management purposes (for example, where necessary when a staff member is out of the office or has left our organization). We will only process your personal information as necessary to pursue the purposes described above. In exceptional circumstances, we may also be required by law to disclose or otherwise process your personal information. We will tell you, when we ask you to provide information about yourself, if: Provision of the requested information is necessary for compliance with a legal obligation, or it is purely voluntary and there will be no implications if you decline to provide the information. If you are uncertain as to CDI's need for information that we request from you, please contact the CDI representative asking for the information, or Contact us, with your query. 4. Disclosure and international transfer of your information We may disclose personal information about you, where reasonably necessary and appropriate for the various legitimate purposes set out above: To the other legal entities within CDI. If we receive the personal information from you as a representative of one of our business partners or clients, to your colleagues within the organization that you represent. Business partners, suppliers and sub-contractors for the performance of any contract we enter into with them or you. In connection with a proposed or actual sale, merger, transfer, or exchange of all or a portion of a business or operating unit; in accordance with our legal obligations, including to competent regulatory, prosecuting and other governmental agencies, or litigation counterparties, in any country or territory or where we are otherwise required by law to disclose. These disclosures may involve transferring your personal information overseas. If you are dealing with us within the European Economic Area (or the UK, after it has left the European Economic Area), you should be aware that this may include transfers to countries outside the European Economic Area / UK, which do not have similarly strict data privacy laws and which may therefore afford a lower standard of personal data protection. In those cases, where we transfer personal data to other legal entities within CDI or our service providers, we will ensure that our arrangements with them are governed by data transfer agreements, designed to ensure that your personal information is protected, on terms approved for this purpose by the European Commission. 5. How we keep your personal information safe? We are committed to protecting your personal information submitted to us. We maintain an information security program including internal policies addressing the acceptable use and access to confidential business information and personal information which may be contained within CDI’s information systems. We maintain physical, electronic and procedural safeguards reasonably designed to guard personal information from loss, misuse or unauthorized access, disclosure, alteration or destruction of the information that has been provided to us through our on-line services. 6. How long do we keep your personal information? We will retain your data in accordance with our Personal Data Retention Policy, which provide for a period of at least 7 years or longer as required by applicable law or our internal data protection policies. We will delete the information that we hold about you when we no longer need it. Note that we may retain some limited information about you even when we know that you have left the organization that you represent, so that we can maintain a continuous relationship with you if and when we are in contact with you again, representing a different organization. 7. What are your rights? Rights of access, correction, restriction and deletion You have a right of access to the personal information that we hold about you under European data protection legislation, and to some related information. You can also require any inaccurate personal information to be corrected or deleted as well as that any further data processing is restricted. Right to object You can object to our use of your personal information for direct marketing purposes at any time and you have the right to object to our processing of some or all of your personal information (and require them to be deleted) in some other circumstances. If you wish to exercise any of these rights, please contact us as set out below. Complaints You can also lodge a complaint about our processing of your personal information with the body regulating data protection in your country. 8. Your California Privacy Rights Under the California Consumer Privacy Act and its implementing regulations (CCPA), you (if you are a California resident) may have certain privacy rights in connection with your Personal Information (as such term is described in the CCPA). Some of those rights and disclosure requirements are already outlined in the various Sections above. In addition, we collect the personal information categories outlined below, which we may disclose to other legal entities within CDI, third party service providers who host our website or other information technology systems or otherwise hold or process your information on our behalf, under substantially similar conditions of confidentiality and security, and business partners, suppliers and sub-contractors for our operational business purposes: Identifiers, such as name, contact information, and online identifiers. Personal information, as defined in the California customer records law. Internet or network activity information, such as browsing history and interactions with our website. Professional or employment-related information, such as company name. Inferences drawn from any of the personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics. Performance of any contract we enter into with business partners, suppliers and sub-contractors or you. In connection with a proposed or actual sale, merger, transfer, or exchange of all or a portion of a business or operating unit; in accordance with our legal obligations, including to competent regulatory, prosecuting and other governmental agencies, or litigation counterparties, in any country or territory or where we are otherwise required by law to disclose. We do not share or sell your personal information with third parties for such third parties’ direct marketing practices; nor do we sell personal information (as contemplated by the CCPA) about you that you have provided to us or that we may have collected. If you are a California resident, you have the following rights as set forth in the CCPA: a) Right to Know. You have the right to request that we disclose to you the following information covering the 12 months preceding your request. The categories of Personal Information we collected about you and the categories of sources from which we collected such Personal Information. The specific pieces of Personal Information we collected about you. The business or commercial purpose for collecting Personal Information about you. The categories of Personal Information about you that we otherwise shared or disclosed, and the categories of third parties with whom we shared or to whom we disclosed such Personal Information. b) Right to Request Deletion. You have the right to request that we delete Personal Information we collected from you. c) Right to Be Free from Discrimination. You have the right to be free from unlawful discrimination for exercising your rights under the CCPA. 9. Contact us We welcome questions, comments and requests regarding this privacy policy and our processing of personal information. Please send them events@cdi.support. To make a request for the disclosures or deletion described under Section 8, please contact us by phone toll free at +1-855-714-2800 or by email events@cdi.support . We will respond to your request consistent with applicable data protection laws. Depending upon the type of business relationship that you have with us, we may need to notify you that additional information is necessary to authenticate your identity for your data security or that we will refer your inquiry to the financial services entity that holds the primary relationship with you. For requests to delete your personal information as permitted under applicable data protection laws, we will work with you to accomplish your requests unless otherwise exempted under applicable data protection laws, such as compliance with applicable law or regulatory inquiry. 10. Changes to this policy Any changes we make to this privacy policy in the future are available if you contact us. Last updated: February 2021

CDI specializes in providing, implementing, consulting, and supporting all aspects of the Laserfiche suite of software. Laserfiche Software Options Package options to fit your office > Laserfiche Software Options Laserfiche document management and records management offers a suite of tools to make your office more efficient through digital storage and digital workflow. Laserfiche Base Server & Host Options Laserfiche Avante Designed for small to medium organizations, combining content management with workflow tools that automate business processes Laserfiche Rio Designed for large organizations, combining content management functionality with business process management (BPM), security and auditing, unlimited servers and a thin-client interface Laserfiche Cloud Enterprise content management with built-in business process management tools in a secure and scalable Software-as-a-Service ( SaaS) subscription Laserfiche Hosting by CDI Online services and solutions for organizations looking to reduce the headaches, burdens, and costs of self-hosting Laserfiche Laserfiche Subscription All-in-one solution that allows organizations to access Laserfiche at a cost-effective price point Laserfiche Modules & Options Laserfiche Audit Trail Tracks and records events in Laserfiche Laserfiche Business Process Digital library of prebuilt e-form and workflow templates Laserfiche Capture & Imaging Enable content capture from document scanners, mobile devices, web forms, network drives, MFPs, electronic files and applications Laserfiche Connector Integrate other applications with Laserfiche without programming Laserfiche Document Management Allow users to access and make changes to documents in the repository from any device Laserfiche Forms Ability to digitally capture, route and approve forms enterprise-wide Laserfiche Import Agent Monitors MFP, fax servers and other folders to automatically bring new files into Laserfiche continually or at specified times Laserfiche Plus Plug-In Allows full online access to a Laserfiche repository Laserfiche Quick Fields High-volume capture software that automates document import, classification and indexing Laserfiche Records Management DoD 5015.2-certified software that transforms paper records into digital, accessible organizational assets. Laserfiche ScanConnect Automate the classification, organization, routing and archiving of documents. Laserfiche SDK Ability to create integrations and automation between Laserfiche and other line-of-business applications Laserfiche WebAccess Streamlines and automates the creation of meeting agenda Laserfiche Weblink Allows read-only online access to a Laserfiche repository Laserfiche Workflow Automate the classification, organization, routing and archiving of documents. Request Laserfiche Demo/Quote About Laserfiche Laserfiche Consulting

CDI is one of the largest and best Laserfiche providers in the world. CDI proudly serves a wide variety of clients in Portland, Eugene, Salem, Hillsboro, and all throughout the state. CDI provides workflow, automation, digital forms & signatures, integrations, auto-filing, & so much more! Helping oregon go paperless since 2001 Oregon Let's Get Started Oregon's Leading Laserfiche Provider Meet CDI #1 Provider of Laserfi che in Oregon CDI is your leading Laserfiche services provider specializing in Records Management deployment, Project Management, and third-party integration. CDI has bee n a Laserfiche VAR for over 20 years and has completed the most challenging ECM projects throughout the USA, Canada, and internationally. You can find CDI’s solutions on the Laserfiche Marketplace , including the mos t popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics. CDI helps you Take Information Further. Learn More Laserfiche Software Solutions for All For more than thirty years customers have been trusting Laserfiche with the security and storage of their content. With clients in more than forty countries and more than 36,000 clients in total, Electronic Content Management and Laserfic he have become a formidable competitor in the marketplace. Laserfiche offers a complete suite of products including business process automation, workflow, records management (DOD 5015.2 Certification), document imaging, e-forms, and a robust API. Support You Can Count On CDI’s Laserfiche Support Team includes experienced, Gold and Platinum-certified Laserfiche technicians for your area. The Support Team offers the latest in i ndustry-specific compliance knowledge, best practices, and architecture. The goal of every support request is helping to quickly and easily troubleshoot unexpected issues, provide prompt answers to software questions and treat every client with patience and understanding. Learn More Consulting G uided by Experts The consulting services provided by CDI range from exploratory to post-implementation. You’ll experience leading direction, design, and documentation of new or revised pr ocesses. Through improved capture, management & dissemination of your information, your organization will see faster ROI working with CDI. Project Planning System Design Custom Training Project Management Procedural Design Workflow & Form Design Learn More Training Knowledge & Confidence The efficiencies and benefits gained when going paperless are undeniable but onboarding and adoption with existing staff can sometimes have its challenges. Trust the professional training staff at CDI to carefully and mindfully help guide your staff through their paper-to-paperless transition . Oregon Onsite & Online Training Oregon Workshops & User Groups Free Monthly Training Webinars Introductory & Advanced Courses Learn More Development Without Barriers Every document management solution is unique and may require a little to a lot of customization. Integrating and unifying systems can create even greater efficiency and make your overall solution that much more powerful. At CDI, our team of in-house developers are available to make your document management system friendly to all users and powerful to all administrators. Integrations Custom Development Scripting Conversion Learn More Digital Signatures Made Easy What good is having a paperless office if you are still gathering physical signatures? CDI provides organizations with the freedom to quickly and efficiently gather digital signatures. With a combination of Laserfic he software, CDI integrations, and DocuSign, our digital signature solutions can automate and streamline the signature procurement process with the use of email notifications, automated workflow activities, and automatic document archiving. Learn More Hosting in the Cloud CDI’s Oregon cloud hosting services allow organizations to lower operating costs, achieve infinite scalability, and improve integration compatibility by moving their server to the cloud. CDI will manage necessary updates as they become available and will ensure your server achieves maximum uptime. Best of all, your organization will have a single point of contact for both your hosting and general Laserfiche needs. As with all services provided by CDI, the hosting service is competitive and secure. CDI has the experience and know-how to ensure your server is being managed optimally. Learn More Backup for the Unexpected For Oregon organizations looking to achieve true disaster recovery-ready status, CDI offers a quick and easy way to implement online backup services for all your day-to-day files. Nightly backups of network drives, databases, Exchange, SharePoint, Lotus, and Oracle are transmitted directly in an encrypted format with a daily post-backup statistic email update. 24-hour hotline and emergency remote Laserfiche available. Learn More Hardware to get the Job Done CDI is proud to be an Oregon Canon Premier Partner, offering high-speed document scanning solutions. Whether you are looking for a high-speed, personal-use scanner for your desk, or a high-capacity, high-speed departmental or workgroup document scanner for your office, let the scanning hardware pros at CDI help you select the high-speed scanner that’s perfect for you. Learn More Request Laserfiche Demo/Quote

Optimize and streamline your document processes with CDI's records management software. Automate and retain with ease. Records Management Streamline Records Management Software Solutions Let's Get Started About Records Management Discover how CDI's records management software revolutionizes the way you handle your organization's documents. With CDI, you can streamline processes, automate classification, and ensure compliance effortlessly. Our records management software ensures that your documents are securely organized and easily accessible, saving time and enhancing productivity. Experience the benefits of seamless document retention and efficient workflows. Get started with CDI today and transform your records management experience. Records Management Brochure 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 MDR Services Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2

Each month our sales and consulting team hosts webinars and Q&A sessions covering several Laserfiche topics. Register today for upcoming webinars or browse through our webinar library. CDI Events Meet our team in person > CDI User Groups & Events CDI hosts Laserfiche User Groups in person! These events provide content for users just beginning or seasoned pros. Don’t miss this opportunity to connect with other Laserfiche users in the area. Please browse through our upcoming events and reserve your seat! Upcoming Events 2026 CDI Laserfiche User Group: Seattle, Washington Sep 15, 2026, 10:00 AM – 2:00 PM PDT Seattle Lumen Field Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > 2026 CDI Laserfiche User Group: Arlington, TX Oct 21, 2026, 10:00 AM – 2:00 PM PDT Kathryn Wilemon Lake House, 6021 W Arkansas Ln, Arlington, TX 76016, USA Join us for an overview of Laserfiche Cloud, including basic document scanning with a Canon device and how Smart Fields use AI to automatically index and classify files. Share Event Details > Do you have a question? Let us know! Contact Us Or call 855-714-2800, ext. 2

CDI provides Laserfiche online backup and hosting solutions. Fast, easy, and affordable. Cloud Services Move your office to the cloud > Let's Get Started ONLINE BACKUPS Learn More PRIVATE CLOUD HOSTING Learn More LASERFICHE CLOUD Learn More Cloud Solutions Overview Hardware Professional Services Managed Detection Response

CDI provides out-of-the-box and custom software integrations to help offices achieve greater efficiency by reducing or eliminating data redundancy and repetitive manual processes and tasks. Your connection to efficiency > Integrations Start Your Integration Laserfiche Integrations CDI provides out-of-the-box and custom software integrations to help offices achieve greater efficiency by reducing or eliminating data redundancy and repetitive manual processes and tasks. Categories Nav Bar Accounting | CRM | E-Sign | Financial | Government | Laserfiche Utilities | Scanning Accounting Back to Top Accounting Caselle/Lase rfiche Allows users to look up invoice balances, purchase orders, GL numbers or vendors. The Caselle Workflow Activities from CDI allow users to build powerful automation into Laserfiche Workflow and Forms. Intacct/Laserfiche Allows users quickly and easily access documentation in Laserfiche for any account, vendor, client, contact, POs, receipts, or custom entity/field, directly through the Intacct accounting interface. CRM Back to Top CRM ACT!/Laserfiche Link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation. Advisors Assistant/Laserfiche Allows access to documentation stored in Laserfiche without leaving the Advisors Assistant interface. CRM Activities/Laserfiche Workflow CDI’s CRM Workflow Activities connect your Laserfiche system in real-time with Dynamics®, Salesforce®, Tamarac®, and Salentica®. MS Dynamics CRM/Laserfiche Allows for easy interaction between Microsoft Dynamics CRM and Laserfiche. Junxure Cloud/Laserfiche Allows users to manage client-specific content stored in Laserfiche from within the Junxure Cloud interface. Redtail/Las erfiche Allows for easy interaction between Redtail CRM and Laserfiche. Salesforce/Laserfiche Access Laserfiche documentation pertaining to any Salesforce standard record such as Accounts, Contacts, and Opportunities, or any custom entity. ShareFile/Laserfiche Connectivity between your Laserfiche document repository & ShareFile. SmartOffice/Laserfi che Allows users to view documentation pertaining to contacts from the SmartOffice CRM interface. Tamarac/Laserfiche Allows full interaction with Laserfiche Documentation per Account, Contact, and Lead Entities from the Tamarac CRM interface. E-Sign Back to Top e-sign DocuSign/Laser fiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the DocuSign editor. Signix/Laserfiche Allows users to easily send documents stored in a Laserfiche repository out for signature through the SIGNiX editor. Topaz Signature Pads/Laserfiche Allows users to open any imaged document in Laserfiche and sign with either an Interlink ePad or Topaz signature pad. Financial Back to Top financial Schwab PortfolioCenter/Laserfiche Ability to automate the processing of client reports between PortfolioCenter and Laserfiche. LaserApp/Laserfiche Allows for simple interaction between the LaserApp and Laserfiche. Orion/Laserfiche CDI’s integration with Orion is a portfolio accounting system and report manager, allowing users to create customizable reports along with powerful billing tools and other portfolio management pieces advisors need to have total control over their data. Salentica/Laserfiche The CDI Salentica integration for Laserfiche allows for easy connectivity and interaction between Laserfiche and Salentica. Government Back to Top Government ArcGIS/Laserfiche Allows for simple interaction between the ArcGIS interface and Laserfiche. Cityworks/Lase rfiche CDI’s Cityworks integration for Laserfiche allows users to conveniently retrieve case study details and attachments from Cityworks. The software is backed by the power of Esri® ArcGIS®, which allows users to take advantage of the CDI ArcGIS integration for additional functionality within the two software applications. GovQA/Laserfiche Allows for simple interaction between Laserfiche and GovQA. New World Syste ms/Laserfiche Offers the ability to access Laserfiche Documents from the New World Systems interface. Springbrook/Laserfi che Allows for easy interaction between vendor or client records within Springbrook and Laserfiche folders. Laserfiche Utilities Back to Top LF Utilities Forms Virus Scan/Laserfiche Allows organizations to scan files for viruses attempted to be uploaded to a Laserfiche Form. AutoOCR/Laserfiche It offers the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents. Advanced Workflow Activities CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow. The ability to “Run PowerShell Scripts” is included. Advanced Workflow Activities for PDF CDI has developed additional, custom workflow activities that extend the ability of Laserfiche Workflow. T he ability to “Run PowerShell Scripts” is included. Dynamics Business Central Integration with Laserfiche This integration enables users to query, update, and create Dynamics Business Central records directly from Laserfiche, streamlining operations and reducing manual effort. Scanning Back to Top Scanning ABBYY Flexicapture for Invoices Turnkey capture solution that replaces costly manual data entry with efficient automated invoice processing. Canon ScanFront 400/Laserfiche Allows users to scan documents from a Canon ScanFront 400 scanner directly into selected folders within Laserfiche. Fujitsu ScanSnap/Laserfiche Allows users to automatically import scans from a Fujitsu ScanSnap scanner directly into folders within Laserfiche. Ready to start? Request a Quote Today! Contact Us Or call 855-714-2800, ext. 2 Laserfiche Support

Available Laserfiche End User License Agreements for your convenience. Review and download necessary documents. Laserfiche End User License Agreements Available EULA Downloads > Laserfiche (General) EULA Version First Applicable Software Installation Version Date Effective for New Orders 12 12 Updated Oct. 2025 11 11 Updated Sept. 2023 10.4 10.4 10/1/2018 2017.12 v. 10.3 10.3 11/8/2017 2017.0106 v. 10.2 10.2 1/11/2017 2016.0405 v. 10 10.1 4/18/2016 2016.0405 v. 10 9.2.1 3/2/2015 Laserfiche AI Document Name Laserfiche AI Supplemental License Terms (LF CLOUD) Download SDK EULA Version First Applicable Software Installation Version Date Effective for New Orders 10.2 10.2 4/10/2017 2015.1229 v. 10 10 2/15/2016 Laserfiche Cloud Document Name Laserfiche Cloud Subscription Agreement Download Laserfiche Public Cloud computing service level agreement Download Data Processing Addendum (DPA) Document Name Effective Date Data Processing Addendum 10/15/2025 Download DocuSign Document Name Effective Date Terms and Conditions 12/27/2022 Link Laserfiche Terms of Use & Privacy Notices Document Name Effective Date Privacy Notice 1/10/2025 Link Terms of Use 1/09/2025 Link Service Level Agreement (SLA) Document Name Effective Date Service Level Agreement August 2023 Link Self Hosted Document Name Service Level Agreement Download Accessibility and ADA Document Name Accessibility and ADA Link

With Power BI your users can take advantage of the powerful tool to create interactive and visually compelling dashboards and reports. It connects seamlessly to a wide variety of data sources and supports real-time data updates for live monitoring of key metrics. With robust data modeling your organization can transform your data into something everyone can understand and effectively use. Power BI Services Unveil powerful data insights with PowerBI Let's Get Started Bring Your Data to Life with CDI CDI offers an extensive set of resources for your dashboard, data and business intelligence (BI) initiatives. CDI is your premier partner in delivering cutting-edge data warehousing, Power BI, data integration, and workflow solutions. CDI has extensive expertise in providing both the software and hardware necessary to support your organization’s most ambitious digital initiatives. CDI’s comprehensive data visualization, data mapping, modeling and business intelligence services are designed to help you leverage your information for better decision-making and operational efficiency. CDI couples advanced technology solutions with a team of highly knowledgeable professionals. Additional Resources: CDI Power BI Services Brochure Powered By Power BI AI & Predictive Analytics Services Specialized & Advanced Services Implementation & Development Strategy & Advisory Services Training & Enablement Services The CDI team starts at the beginning, ensuring your Power BI journey is built on a solid foundation. CDI experts work to align your analytics strategy with your business goals, guaranteeing a solution that delivers real value. BI Strategy & Roadmap Development: The CDI Team will assess your current data landscape and create a tailored, phased plan for integrating and scaling Power BI across your organization. This includes data discovery to identify and understand your existing data sources. Data Governance & Security Planning: CDI specializes in protecting your data with a robust framework for managing user access and content distribution, deploying data catalogues, and ensuring compliance. AI Strategy & Consultative Services: CDI works with you to identify high-impact use cases for AI within your organization and develop a strategic roadmap for adopting and scaling these solutions. CDI’s hands-on services focus on building and delivering powerful, user-friendly Power BI solutions that answer your most critical business questions. Advanced Query Development: CDI experts create custom calculations and KPIs to provide precise, meaningful business metrics. Data Gateway Setup & Configuration: CDI infrastructure experts will install and manage data gateways to enable scheduled data refreshes between cloud and on-premise resources. Migration Services: CDI conversion experts will migrate your existing reports and data models from other platforms to Power BI, preserving your investment and enhancing functionality seamlessly. Report & Dashboard Development: CDI specializes in visually compelling and interactive reports that bring your data to life, making it easy to see trends and uncover insights. Data Modeling & Cleaning: Data stewards at CDI will discover and connect your data sources and databases, clean the data, and build highly efficient, scalable data models. This service covers the full ETL/ELT process—extracting, transforming, and loading your data. Report & Dashboard Development Unleash the power of artificial intelligence to forecast trends, automate decisions, and gain a competitive advantage. Our AI services integrate seamlessly with your Power BI environment. AI Training & User Enablement: CDI offers specialized AI and machine learning training, empowering your team to effectively interpret and use AI-powered insights within their daily workflows. Data Preparation for AI: The CDI Data Solutions Team can clean, structure, and enrich your data to create the high-quality datasets essential for training accurate machine learning models. Predictive Model Development & Integration: CDI data scientists will build and train custom AI models to address your specific business needs, such as sales forecasting or customer churn prediction, and integrate the results directly into your Power BI dashboards. Empower your team to become data-driven. CDI training programs are designed to upskill your staff, from beginners to advanced analysts, so they can confidently use Power BI to its full potential. Customized Training: CDI creates tailored training programs using your own data and reports, focusing on the specific skills your team needs to succeed. End-User Training: This training is designed for business users, teaching them how to interact with, filter, and extract insights from existing reports. Dashboard in a Day (DIAD): CDI provides hands-on workshops to empower your team to deploy reports and dashboards quickly. Go beyond the basics with our specialized offerings. We leverage the most advanced features of Power BI to solve unique challenges and provide a competitive edge. Advanced Analytics Integration: Incorporate R and Python scripts into your reports for sophisticated statistical analysis and machine learning predictions. Deployment Pipeline & CI/CD Implementation: CDI will set up development, test, and production workspaces and automate the deployment process for enterprise-grade lifecycle management. Dataflow & Datamart Implementation: The CDI Team specializes in building data warehouses, data transformation logic (dataflows), and curated user-friendly analytics databases (datamarts). These services simplify data discovery and cataloging by centralizing and organizing your data assets. Ready to start? Request a Quote Today! First name* Last name* Phone Email* Position* Organization* Write a message Submit Or call +1 (855) 284-0404

Please browse through all the great opportunities we have available to work with our team of Laserfiche experts. Careers Find your next great opportunity > Take Your Career Further