You are viewing limited content. For full access, please sign in.

Discussion

Discussion

How do you handle requests for new LF Forms/Processes?

Forms Discussions Ideas
Updated May 1
posted on April 24, 2020

I'm interested to hear about how you handle requests for new LF Forms/Processes.

Do you use a LF Form to capture the request?

Do you have a formal process for approving/prioritizing requests?

What works well in your organization?

Thanks in advance!

1 0
replied on April 27, 2020

We have a form that people fill out with 5 meaningful questions on it and an upload of additional supporting documentation.

 

The questions I ask are:

1. Please define the project (What is the scope of the process, and what do you want this process to accomplish)?

2. What is the current process (How do you do this process now and ask them to upload a flow diagram of the current process)?

3. What activities MUST happen for this process to flow smoothly start to finish?

4. Who are the people involved in this process and do these people already have Laserfiche Licenses?

5. What is the desired method for knowledge transfer?  (How will the transfer of knowledge happen from one person or step in the process to the next?  For instance, via email, or verbally, or by some other means.)

 

I require there be a Project Leader, a Project Decision Maker, and the submitter's information.

 

4 0
replied on April 27, 2020

Do you have any sort of approval/prioritization process, or does everything that's requested get built?

0 0
replied on May 1

We have a team that reviews them to see if we believe that Laserfiche will be the best solution.  Then we have a discussion with the submitter.  Not everything that is requested gets a Laserfiche process, but most do.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...