A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so. CB Replicator, is an out-of-the-box solution that is designed to remedy this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
$3,600
per 100 users
Laserfiche
Score9.1 out of 10
N/A
Laserfiche has two main editions: Rio and Avante: Laserfiche Rio is designed to meet the needs of large organizations that have more than 100 users. It combines content management functionality with business process management (BPM), security and auditing, unlimited servers and a thin-client interface. Add-ons include records management functionality, public Web portals and production-level document capture and processing.
Laserfiche Avante is an ECM suite for small to medium organizations with…
$540
per year per user
Pricing
CB Replicator
Laserfiche
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
Laserfiche is well suited to the submission of simple routine reports to create a record repository. We use it for routine transport reports, audit reports, and anonymous citizen complaints. It creates a simple chronological record of routine events that can be reviewed and easily stored and recalled. Because the reports are in PDF format, it is not well suited to anything that needs to be imported into a common database or amended after submission.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
While Laserfiche has some powerful development tools, it is difficult to manage configurations while promoting code across environments. For example, SQL connections and other environment specific resources have to be manually configured in each environment.
Laserfiche forms are a newer addition to the product family and could use some product maturity. While easy to use for simple forms, once your forms become more complex, you need to accomplish tasks by heavy JavaScript coding.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
We plan on renewing Laserfiche for the coming year but also have been considering a scanning and document management solution that can be purchased from our new accounting system company, we are implementing the accounting system this year. It will be a couple years before we make a decision to stay with Laserfiche or change.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
It has an intuitive design that feels very natural to any user that has ever used Outlook or Windows Explorer. There are multiple ways to perform every action in order to help users with various software experiences find the shortcuts and actions they seek quickly and effectively.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am very satisfied with Laserfiche. I have found that certain larger jobs may are slow. This may also be related to our infrastructure environment. We have been able to tune Laserfiche to increase performance on larger jobs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Performance, of course, is largely dependent on the underlying environment. Laserfiche does its part with multi-threading, taking advantage of multi-core servers on scanning, workflows, and bots. A SQL-Server back-end is suitable for small to medium-sized company, but may not scale to large, where Oracle would be the better choice. Workflows can be poorly written and perform recursive work slowing down the system. It's better to run batch type workflows at night when possible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
I have never had to wait for help from Laserfiche. If I cannot find the answer online, I can easily send an email to a customer support representative. I have always been helped the same day and my questions have always been resolved. The Empower conference is always a great learning opportunity and the online resources and webinars are top-notch.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Easily accessible 24/7 so am able to complete courseware whenever time allows: Commute to work; waiting for friends or family; at night while relaxing [with a delicious glass of wine!]; whenever and wherever time and circumstances permit. Courseware is well written and presented in an easy to follow and understand format.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
The core infrastructure of Laserfiche, and the end user experience, is vastly superior. OnBase has a TERRIBLE UI and administration console by comparison. The core architecture of OnBase is also more scattered, while all Laserfiche processes go through a single service. Overall, the Laserfiche product is easier and more intuitive to install, maintain, and use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
Laserfiche has increased the efficiency of our sales reps by giving making all of the historical sales deal information very simple and fast to retrieve.
Laserfiche has increased our efficiency with our AP department and gave department heads the ability to approve invoices where ever they are.
I would say the biggest ROI came with the transparency of the order process for new deals. Before there would be numerous phone calls made daily to find out where an order was within the process, and now you can simply look at all deals at any time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
