ECS Imaging
Delivering Paperless
Solutions Since 1990
_______________
Laserfiche Support
Document Scanning
Records Management
Project Management
Data Migration
Integration
________________
Largest Provider of
Laserfiche in Western
United States
Corporate Headquarters
Southern California
5905 Brockton Ave., Suite C
Riverside, CA 92506
Phone (951) 787-8768
Fax (951) 787-0831
Toll Free (877) 790-1600
Northern California
5052 Forni Drive, Suite A
Concord, CA 94520
Arizona
10781 E. Salsabila
Tucson, AZ 85747
Phone: (520) 599-8124
Colorado
403 16th Street, Suite 301
Denver, CO 80202
Phone: (720) 598-9176
www.ecsimaging.com
sales@ecsimaging.com
May 18, 2018
INFORMATION BID REQUEST
LASERFICHE AVANTE SUPPORT SERVICES
Submitted to:
CITY OF LA QUINTA
Proposal Contact
Jamie Dunn
Account Manager
(760) 419-3446
jamie@ecsimaging.com
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LASERFICHE AVANTE SUPPORT SERVICES
City of La Quinta
78495 Calle Tampico
La Quinta, CA 92253
ATTN: Monika Radeva
Dear Monika,
ECS Imaging is the largest provider of Laserfiche Document Management solutions in the western United
States. With over 25 years of experience, more than 400 public and private sector customers, and the largest
technology staff, ECS is the best qualified partner to continue supporting your Laserfiche system. We are
committed to providing the City of La Quinta unparalleled service and support of your Laserfiche system now
and well into the future.
Laserfiche provides a user-friendly and robust feature set including workflow and business process
management, integrated electronic forms, automated data capture tools, granular security, and integration
capabilities. The system is highly customizable and scalable to support thousands of users and an abundance
of information. Laserfiche is easy to install, easy to learn, and easy to use.
The system will be implemented by a team of professionals who have been providing and supporting
Laserfiche systems to local government for over 20 years. ECS maintains the largest and most experienced
engineering, project management, and support staff to serve you. All 16 ECS technicians are Laserfiche
certified and have completed over 200 Laserfiche Certifications collectively, along with many network and
database certifications. We have experienced business analysts to assist with designing, consulting and
implementing automated processes. With over 100 years of collective implementation experience, our
subject matter experts can provide you with an invaluable resource that is hard to match in the document
management industry.
Unique with ECS Imaging Support, we offer free Quarterly User Groups, free Annual Conferences, and a
monthly E-newsletter to all our clients. In providing this, we offer a unique advantage that gives our clients
additional training opportunities, a forum for sharing ideas and knowledge within the Laserfiche Community,
and updates on the latest features and functionality of Laserfiche at no additional cost. These free training
and consulting opportunities are our way of giving back to our clients by providing the knowledge to utilize
the full potential of their Laserfiche System.
We believe in going the extra mile and doing the right thing for our customers. This is validated by the
volume of satisfied ECS customers and our high customer retention rate year over year (99.7%). ECS will be
your document management partner not only during project implementation but well into the future as we
continue to provide exceptional technical support for your Laserfiche system.
Thank you.
Sincerely,
Debbi Bodewin, Executive Vice President
(951) 787-8768 x 109
ECS Imaging, Inc.
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Table of Contents
Executive Summary ...................................................................................................................................... 4
Bid Requirements ......................................................................................................................................... 5
Company Profile ........................................................................................................................................... 8
Experience and Capabilities ..................................................................................................................... 9
Company Organizational Chart .............................................................................................................. 11
ECS Customer Locations ......................................................................................................................... 11
Support and Maintenance ......................................................................................................................... 12
What You Get With ECS Priority Support .............................................................................................. 12
ECS Direct Support / Extended Support Hours...................................................................................... 13
Training ....................................................................................................................................................... 14
On-Site End-User Training ...................................................................................................................... 14
On-Site Administrator Training .............................................................................................................. 14
On-Site Power-User Training ................................................................................................................. 15
Online Help Resources ........................................................................................................................... 16
Complimentary ECS User Training ......................................................................................................... 16
Optional Online Training Opportunities ................................................................................................ 17
Annual Laserfiche Software Support Pricing ............................................................................................. 18
Optional Laserfiche Software Modules ..................................................................................................... 19
Laserfiche Avante Price List ....................................................................................................................... 22
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LASERFICHE AVANTE SUPPORT SERVICES
Executive Summary
The City of La Quinta is seeking bids for a Laserfiche Certified Value Added Reseller (VAR) to provide
software maintenance and support for their existing Laserfiche Avante system, in accordance with the
Laserfiche Software Assurance Plan (LSAP). In this proposal you will find the requested support pricing,
along with additional information that demonstrates ECS Imaging as the best certified Value Added
Reseller to successfully support and help expand usage of your Laserfiche system.
ECS Imaging has supported the City of La Quinta since the system was originally deployed in June 2000.
In 2017 ECS Imaging, Inc. upgraded the City of La Quinta to Laserfiche Avante which included Laserfiche
Forms Professional, Forms Portal, and Workflow. The upgrade was deployed with extreme success with
the assistance of a close working group of La Quinta staff as well as the ECS Imaging Project
Management team and our technicians. The momentum of the Laserfiche Project is in full stride right
now as we have been assisting in the building and development of Workflows and Forms throughout the
City.
Through a continued strategic partnership with City of La Quinta and ECS Imaging, we know that our
current projects and future projects will be of success. ECS understands that City of La Quinta is
extremely familiar with the Laserfiche application, and is truly looking for a partnership that will aid
them in growing the usage of the system, while enhancing the City’s records management project as we
have been working together on for some time now.
Based on our experience in the industry, longevity as a Laserfiche VAR, and our highly qualified support
and technical staff, you will find ECS Imaging to be the partner for your current and future document
management needs. Our 15 Support Technicians are dedicated to answering our customer’s questions
and resolving any issues efficiently and effectively. ECS has a depth of knowledge and experience with
over 200 Laserfiche certifications collectively, along with many network and database certifications, we
can provide support for the full Laserfiche product suite.
ECS will provide the knowledge we have gained through the support of over 400 Laserfiche systems in
the United States. ECS Imaging has been one of the largest providers of Laserfiche enterprise content
management solutions since 1995 and was ranked 3rd in the world in 2018. As ECS is located in Riverside
County, this also gives us the advantage of being able to be onsite in a very timely manner and
understand the local needs of the City. Our long history of successful installations and “Client Centric”
approach to building comprehensive solutions is underscored by our extensive list of supported
accounts. ECS looks forward to continuing our long lasting and strong relationship with the City of La
Quinta.
Unique in the industry ECS has provided an Annual Customer Training Conference for the last 16 years.
This conference is offered at no charge to our customers and is conveniently located at the Riverside
Convention Center September 13th. Laserfiche training is provided at all levels with 20 classes to choose
from and opportunities to network with other Laserfiche users and integrated solution partners.
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Bid Requirements
Annual Staff Support, Engineering Support, Remote & On-Site Training, & Laserfiche User Conference:
1) Dedicated agency service engineer as primary contact
A dedicated support engineer will serve as the primary contact for Laserfiche support through
a direct telephone line.
ECS Imaging will always provide a primary contact for your needs. If you need immediate
assistance, and your primary contact is not available, you can contact our Help Desk via
telephone or email.
2) Remote & On-Site Priority Support
Unlimited remote and on-site support, which can also be used for upgrade installation,
problem solving, and consulting.
With our ECS Priority Support Contract you will receive unlimited telephone support for your
Laserfiche needs. Onsite remedial support, training and consulting can be utilized through the
ECS Priority Support 20 hours package included. Additional time can be purchased at anytime at
the same discounted rate included in our quote.
3) Professional Service Hours
Provide 50 hours of professional service support annually – these will be in addition to the
unlimited “Remote & On-Site Priority Support” annual services and will be specifically
dedicated to enhance the City’s records management project by designing complicated
workflows, Weblink interactive maps, Weblink customizations, simple integration with other
software, etc.
ECS has provided 50 hours in our quote for professional services to go towards customizing the
following use cases. However in order to determine if 50 hours is enough we will need more
information about each of the following tasks. The same rate will be offered should more hours
be needed for professional project hours.
a) Three (3) custom workflows
a. ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take.
b) Building Permits Workflow (resolve issues with existing “Building Permits” workflow to ensure
it recognizes all existing street names)
a. ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take.
c) Assessment Districts Interactive Map (please see a sample of the map here: http://archive.la-
quinta.org/plancheck/districtzoom1.aspx)
a. ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take.
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d) Specific Plans Interactive Map (please see a sample of the map here:
http://www.laquintaca.gov/business/design-and-development/planningdivision/maps - click on
the Specific Plans map located in the lower right-hand corner)
a. ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take.
e) Agreements and Insurance Reports (design workflow to allow staff to run reports on
upcoming expiring agreements and insurance certificates)
a. ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take.
f) Maintain Weblink custom home page
a. The City of La Quinta can utilize their Priority Support contract for the maintenance of
their Weblink page.
g) Weblink search results – customize into a “table-view”
a. ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take.
4) Training
Unlimited remote training during the course of the year, including simple workflow design;
this shall also include a minimum of four (4) days on-site training if requested.
The City of La Quinta can utilize their Priority Support contract for onsite/remote training in
regards to the Workflow designer or existing workflows. Specific workflow designing would
require additional information in order to provide a scope of work to determine exactly how
many hours the new workflow project would take.
5) Remote Access Support - Unlimited
A dedicated support engineer shall remotely connect to the Laserfiche server or PC to
troubleshoot any issues, error messages, etc.; including start troubleshooting process issues in
advance of any on-site work needed.
The City of La Quinta can utilize their Priority Support contract hours for unlimited phone
support in regards to trouble shooting. In the case ECS would need to remote into a PC or
server, hours would be deducted from the Priority Support contract.
6) Preventative Maintenance Guaranteed
A minimum of two (2) on-site visits per year to ensure optimum system functionality. These
semi-annual “on-site check-up,” shall include installation of software upgrades, new releases,
and new equipment; provide staff training on new features, fix operator errors, and make
recommendations on system upgrades.
Onsite checkup will be performed twice each year by the Account Manager to ensure optimum
performance. Upgrades, new releases, training, operator errors, and recommendations will be
utilizing the Priority Support Contract.
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7) Integration Services with Other City Software Systems
Provide preferred pricing on professional services such as integration with existing systems,
workflow management consulting, and custom application development.
ECS Imaging would need additional information in order to develop a scope of work to
determine exactly how many hours this project would take. Professional services hours will be
quoted at the same discounted rate in this proposal.
8) Laserfiche User Conference
Up to three (3) free enrollment attendees to the annual Laserfiche User Conference.
ECS Imaging will provide 3 free enrollment tuitions to the annual Laserfiche Empower User
Conference February 2019.
9) Travel Costs
All travel costs should be included as part of the service package.
ECS Imaging does not charge for any travel costs in our service package as we are located in
Riverside, CA.
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Company Profile
ECS Imaging has been in business for 28 years and has maintained the same Executive Management
since its inception. With a strong leadership team delivering a consistent vision, ECS is able to provide
our customers with the highest quality service possible. ECS became a Laserfiche Value Added Reseller
(VAR) in 1995 and has achieved top performance recognition consistently every year since. The
company continues to expand with implementations across the US (18 states) and Canada from our
offices in Riverside, Concord, Tucson, and Denver.
ECS Imaging is a Gold Certified Laserfiche provider and has continuously been ranked as the top value
added reseller in the Western United States for 23 consecutive years, achieving the status of 3rd largest
Laserfiche provider in the world in 2018. Our efforts are focused on helping organizations become more
efficient by eliminating paper-based business processes. We specialize in providing government and
commercial organizations innovative turn-key document management solutions with the award winning
Laserfiche Enterprise Content Management Systems.
ECS has over 28 years of industry experience and 23 years with Laserfiche.
ECS Imaging is a full service document management solutions provider and currently employs over 50
full time staff providing the following range of services:
Project Management
Laserfiche Software Installation
Systems Integration
Cloud Migration Services
Business Process Automation and Consulting Services
Data Conversion Services
On-going Support of Software and Hardware
Remote and On-Site Training and Support
Out-of-the-box Integrations with 3rd Party Applications
o PlanetPress
o GeoDocs
o CMA Email Management
o Docusign Digital Signatures
o Psigen Advanced Capture Solutions
o MS Office and SharePoint
Custom Integrations with 3rd Party Applications
Custom Documentation
Scanning Services (including Large Maps, Microfilm, and Microfiche conversion)
Complimentary Quarterly User Group Workshops with Training
Two Annual Complimentary Client Conferences with Training (15 consecutive years)
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Experience and Capabilities
With the largest technology staff of any Laserfiche VAR in the Western US, we have the expertise,
experience, and proficiency to successfully install and support any size Laserfiche system for any type of
business. We have installed systems for individual departments, multiple departments, multiple
locations, and enterprise-wide. We have extensive experience installing and supporting systems for local
government, County and State government, Education (K-12 and Higher), Special Districts, Federal,
Tribal, non-profits, and commercial organizations. Additionally, ECS is able to provide a personal touch
with a dedicated implementation and project management team assigned to your project.
All ECS Executive, Sales and Technical staff attend training sessions on an annual basis. Staying up-to-
date and informed on the latest features and enhancements within Laserfiche and the Document
Management Industry provides our clients with the best consulting and support services available. As a
Gold Certified Laserfiche Reseller, all ECS Technicians are Laserfiche certified. ECS Technical staff
currently holds over 200 Laserfiche Certifications collectively.
Laserfiche Workflow is a robust, activity-based business process automation tool that will simplify,
organize, and expedite the way you do business. ECS regularly provides services to design and
implement business process automation solutions for our customers including but not limited to:
Document Processing (Renaming, Auto-Filing, OCR Processing, Moving, and More)
Employee On-Boarding
Review and Approval Routing
Database Lookups (Prepopulate Index Fields and Data Validation)
E-Mail Notifications
Laserfiche Forms is a web-based tool allowing you to replace paper forms with easy-to-design web
forms that can be embedded on intranets and public websites. ECS has broad experience in building and
implementing Forms and Forms processes including but not limited to:
Public Records Request Form (City of Azusa: https://publicdocs.ci.azusa.ca.us/Forms/pra)
Time-Off Requests Form
Travel and Expense Requests Form
Contract Submittal Form
Job Application Form
Personnel Action Form
Universal Funding Request Form
And Many More
2018
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System Integration
Laserfiche provides the ability to easily send and pull data information from itself to other business
applications in the organization. The ECS team of professionals has executed numerous successful
integrations between Laserfiche and 3rd party applications, including but not limited to:
Financial Systems: Tyler-InCode Technologies, Munis Financial, JD Edwards, Eden Financial,
Oracle Financial, Springbook, QSS, Peoplesoft Financials, SAP
ERP Systems: Peoplesoft, Datatel, Microsoft Navision, Linux-Based Green-screen
Permit Systems: Sungard Permits, H.T.E., Accela, Eden, Tyler-Energov
GIS Systems: ESRI, AutoDesk, Geo Docs
Law and Justice: ISD Court Case Management, HITS (Hawaii Island Tracking System), ECS Custom
Upload to District Attorney, Mugshot and Sixpack Applications, Criminal Justice Information
Systems (CJIS)
Other Applications: CMA Email Archiving Integration, PlanetPress Transactional Documents
Integration, Psigen, DocuSign, Ratchet X, Microsoft SharePoint, Amazon Cloud
Tech Experience and Certifications
Certifications:
MBA
PMP
Comptia A+
Comptia Network+
Kofax Capture Certification
MCSA (Pending)
MCSD (Pending)
Programming Languages:
C++
C#
Java
HTML/HTML5
VB.NET
Visual Basic
SQL
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Company Organizational Chart
ECS Customer Locations
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Support and Maintenance
Laserfiche Support Assurance Plan (LSAP) is an integral part of keeping your software up to date and
ensuring that you have access to all of the latest features and functionality the software has to offer.
The Laserfiche Software Assurance Basic Plan includes the following:
Unlimited telephone support through your
authorized reseller.
Free copies of Software Version Updates,
(updates are released an estimated 1-4 times per
year).
All the latest hotfixes, updates and patches to
keep your system running at peak efficiency.
24/7 access to the Laserfiche Support Site and
Laserfiche Answers where users will find detailed
technical information to help optimize the
Laserfiche system.
Comprehensive training opportunities are
available to all staff including quarterly Regional
Training opportunities and the annual Laserfiche
Institute Conference.
100% of the purchase price of your current
Laserfiche software can be credited to any new
product purchase.
ECS Priority Support is an optional support plan to the
basic Laserfiche Software Assurance Plan (LSAP). Where
LSAP offers a response time within 24 hours, ECS Priority
Support responds promptly to our client’s needs and concerns. Our experienced tech team will respond
within 4 hours of our client’s call. Most calls are answered immediately and resolved within the same
business day. Your current Priority Support Plan includes 20 hours annually.
What You Get With ECS Priority Support
Each customer maintains an experienced Account Manager dedicated to your current and future needs.
Your Account Manager helps coordinate training and on-site visits. Your Account Manager provides
consultative advice to the project not only at the beginning, but also for planning out future
requirements as well. This level of care ensures a smooth implementation and guarantees that our
client’s expectations are met and exceeded.
Our Priority Support Plan includes a Toll Free number with Unlimited Priority Phone Support with a 4-
hour response time. Additional support avenues include a dedicated support email account
(HelpDesk@ecsimaging.com), and Website with download/upload capabilities. We also offer Remote
Desktop Assistance.
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We offer hours of support from 7:30 AM to 5:00 PM PST, Monday through Friday, excluding holidays.
All support will be provided through ECS Imaging, Inc. directly. Priority Support hours are available for
remedial support, additional consulting and training needs, or for version upgrades/releases of the
software.
Priority Support also provides access to free training opportunities including our quarterly user groups
and our complimentary Annual Conferences in both Southern and Northern California. Below is our
Southern CA Annual Customer Conference.
ECS Imaging’s 16th Annual Customer Conference
Thursday, September 13, 2018 (8:30 AM – 5:30 PM)
Riverside Convention Center
3750 University Ave.
Riverside, CA 92501
Register: https://ecsimaging.com/news/events/
ECS Direct Support / Extended Support Hours
ECS offers after hours support on a case by case basis typically for large upgrades to minimize downtime
or emergency support. ECS does have customers that run 24/7 operations and provides support when
needed for those clients. Laserfiche provides a 24/7 support portal website complete with videos, white
papers, knowledgebase articles and Laserfiche Answers for Q&A. Laserfiche has the complete help
manual online built into the system with screenshots and context sensitive search for help topics.
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Training
In most cases, training is provided onsite by ECS trainers using the installed system. These training
sessions can be scheduled for individuals or groups according to their role. Training sessions are
developed and tailored specifically for our customers. The duration of training is typically between 1 – 2
days. Below is an overview of the courses we offer:
On-Site End-User Training
This hands-on or group training is for users who have never used Laserfiche before. Some of the topics
covered in this training are:
Annotations
Customizing the Document Viewer
Document Metadata
Using the Folder Browser
Electronic Documents
Searching
Importing Documents
Exporting and Printing Documents
Snapshot
One session will be comprised of scanning, batch scanning, advanced scanning, importing and indexing.
It is recommended that only a few at a time be in this session, as this session includes hands-on training
for each person. It’s important that each Scan operator actually scan in real documents and get familiar
with the process. This hands-on or group training is for user who will be scanning documents into
Laserfiche using Laserfiche Scanning. Topics discussed in the training are indexing, short-cut keys, batch
processing techniques, and cleanup tools.
The second session will be for retrieval and viewing only users. It is recommended that there are no
more than 10 individuals per session. This will address the various retrieval methods, viewing options,
printing, emailing and customizing tool bar options. This session includes detailed instruction on the
various methods for searching within Laserfiche including Quick Search and the Customize Search option
for more advanced search criteria. This session also covers search results and what information is
returned, how to open and view documents, and how to utilize the information returned.
On-Site Administrator Training
System administrators should be encouraged to participate in as much of the implementation process as
possible so they understand how the hardware and software components are configured and work
together.
System Administrator Training begins with a comprehensive overview of the Laserfiche System. This
includes each component reviewed in detail. Integration and installation issues are also addressed. The
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role of the trainer is to provide the participants a thorough understanding of the Laserfiche system so
that they can develop, integrate, and manage the system at their organization.
As a Training Outline, they will be learning: Template Creation and modification, folder design concepts,
Laserfiche security setup and administration, database backup, other miscellaneous tips and tricks for
the Laserfiche System Administrator, volume management, other Laserfiche products/plug-ins, most
common Laserfiche problems and how to resolve them. Some of these functions may be taught also to
the Department Manager.
On-Site Power-User Training
The following courses can be provided and are based on the software modules currently owned.
Laserfiche Workflow Admin Training - This hands-on training is for users who will be designing
workflows within the Laserfiche System. This class is not exclusive to IT, but users should be technically
savvy and familiar with IF/THEN logic. Some of the topics covered in this training are: Parallel and
Conditional Routing, E-mail Notifications, Reminders / Deadlines, and Repeat/Looping related to
business processes.
Laserfiche Forms Training - This hands-on training focuses on the design and configuration of electronic
fillable forms. Power-users will be provided instruction on the functions of Forms submitters, approvals,
assigned tasks, reports, performance monitoring, and forms as part of workflow configurations.
Laserfiche Quick Fields Training - This hands-on training is for users who will be creating Quick Fields
Sessions. Typically, this training is for IT or Power Users of Laserfiche and includes automating Quick
Fields Sessions, data capture, extraction and validation, image enhancement, and customizing the
handling, processing, and information capture for specific document types. Class material is dependent
on the Quick Fields modules purchased.
Laserfiche Audit Trail Training - This hands-on or group training is for user who will be generating or
viewing Audit Reports on the Laserfiche Repository. Laserfiche Audit Trail is typically used to investigate
the viewing, retrieval, or export of a document from the Laserfiche Repository. This class is typically
limited to Administrators and Power Users with comprehensive access to the Laserfiche Repository.
Laserfiche Records Management Training - This is hands-on training covers basic records management
concepts for records managers and for general staff. This session provides training on the lifecycle of
Records from creation to final disposition and includes setting up retention schedules, managing record
series and record folders, determining cutoff instructions and disposition, and compliance requirements.
Integration Training SDK / LF Connector - Training for IT applies to integration with specified line of
business applications.
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Online Help Resources
As part of your Laserfiche Software Assurance Plan, all licensed users of the system will have 24/7 access
to the Laserfiche Support site where you will find additional online training opportunities. The
Laserfiche Support Site offers a variety of resources to help you use your Laserfiche products more
effectively including best practices and tips for using the products, troubleshooting information and
hotfixes, technical papers on a variety of topics, product demonstration and how-to videos located on
the Laserfiche YouTube site, and a Code Library and other resources for developers. The Support Site is
updated regularly.
Complimentary ECS User Training
We believe in providing continued added value to our customers in an ongoing basis and assisting them
in utilizing the solutions we provide to the maximum potential. That is why we offer complimentary
training opportunities throughout the year to provide added value to your Laserfiche investment. We
offer free User Group Workshops scheduled in Northern and Southern California on a quarterly basis
that are hosted by one of our client’s at their facility.
Our complimentary Annual Customer Conferences are also held in both Northern and Southern
California and provide a full day of Laserfiche training, networking, and consultation opportunities. Our
monthly eNewsletter provides additional information about ECS events and Laserfiche news including
product details, new software releases and updates, tips & tricks, client success stories, webinars,
industry news with partners, and other on-line training resources.
ECS Imaging’s 16th Annual Customer Conference (Free Training)
Thursday, September 13, 2018 (8:30 AM – 5:30 PM)
Riverside Convention Center
3750 University Ave.
Riverside, CA 92501
Register: https://ecsimaging.com/news/events/
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Optional Online Training Opportunities
Self-Guided Online Training
Laserfiche offers a Certified Professional Program (CPP) with online courses designed to provide users
with step-by-step training on setting up, using and optimizing Laserfiche software. These self-guided
online training courses are available on the Laserfiche Support site. The first course (ECM 101) is
available at no cost and is recommended for anyone new to Laserfiche. Additional courses are offered at
a cost of $100 per course and provide detailed information to help users maximize the value of their
Laserfiche investment. Certification includes a self-paced online exam, if users do not pass the exam on
the first attempt, they can take it a second time at no additional cost.
Getting Started Content and Process
Management
System Administration
ECM 101 (no cost)
La Gestion de Contenido
Empresarial (ECM) 101
(Spanish)
Getting Started with Laserfiche
Capture
Creating Quick Fields Sessions
Using Laserfiche Forms
Designing Laserfiche Forms
Building Laserfiche Workflows
System Administration I
System Administration II
System Administration III
Records Management
Edition I
Online Training Center
The Training Center is a resource for on-demand Laserfiche training with more than 300 training videos
available. The videos are designed for every skill level from basic users to advanced system
administrators. The Training Center provides a cost effective way in which to administer training for the
entire organization and to track the training progress of each Laserfiche user. With an annual
subscription, members will have unlimited, 24/7 access to the full suite of training videos which includes
categories such as Laserfiche Administration, Laserfiche Client, Laserfiche Web Access, Tips & Tricks, etc.
Training Center licensing is based on total number of Laserfiche user and retrieval licenses. Please see
Optional Pricing section for cost details.
Training Center Pricing
Gate Licenses Cost
1 1 – 4 users $495
2 5 – 9 users $925
3 10 – 24 users $1,620
4 25 – 49 users $2,840
5 50 – 99 users $3,920
6 100 – 199 users $5,180
7 200 – 499 users $6,995
8 500 + Request Quote
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Annual Laserfiche Software Support Pricing
Phone: 951-787-8768
Fax: 951-787-0831
www.ecsimaging.com
ECS Imaging, Inc.
5905 Brockton Ave, Suite C
Riverside CA, 92506
Q4 2017 V8 Quote Type Avante
Quotation For Quote Info
Name: Date: 5/14/2018
Company: Quote Number: 51420185
Phone: Valid Through 7/30/2018
E-mail: Terms: Net 20
Account Manager: Jamie Dunn
Phone: 760-419-3446
E-mail: Jamie@ecsimaging.com
Description of Product and Services
Quote includes 3 Empower 2019 passes and entrance to ECS Annual Conference Sept 13th in Riverside. Trade-in credit includes Weblink 10 user.
ECS has provided 50 hours in our quote for professional services to go towards customizing the use cases mentioned. However in order to
determine if 50 hours is enough we will need more information about each of the following tasks. The same rate will be offered should more hours be
needed for professional project hours. Priority Support Package includes unlimited phone support and 20 hours of onsite/remote support.
Monika Radeva
City of La Quinta
760-777-7035
MRadeva@la-quinta.org
Annual Maintenance and Licensing
SKU Unit Price Line Total
MPPS 25,000.00$ 1 25,000.00$
MPPSB 5,000.00$ 1 5,000.00$
MATX16 100.00$ 4 400.00$
MATX16B 20.00$ 4 80.00$
MSE10B 300.00$ 1 300.00$
MNF16B 120.00$ 4 480.00$
MPL01B 1,590.00$ 1 1,590.00$
MCQ01B 120.00$ 1 120.00$
MCQC3B 560.00$ 1 560.00$
MCQC5B 120.00$ 1 120.00$
MFRM16B 10.00$ 4 40.00$
MPFRMB 1,600.00$ 1 1,600.00$
ECS20 3,000.00$ 1 3,000.00$
$ (15,000.00)Annual Maintenance Subtotal 23,290.00$
Laserfiche Avante Server for MS SQL with Workflow LSAP
Description
One-Time Cost - Laserfiche Standard Public Portal (25 retrieval user licenses)
Laserfiche Named Full User w/Web Access, Snapshot, & Email LSAP
Laserfiche Plus Plug-in LSAP
Laserfiche Quick Fields LSAP
Laserfiche Zone OCR and Validation Package LSAP
Laserfiche Real Time Look Up and Validation Package LSAP
Laserfiche Forms Professional LSAP
Laserfiche Forms Portal Add-on LSAP
*ECS Priority Support Hours 20 onsite/remote
Laserfiche Standard Public Portal (25 retrieval user licenses) LSAP
One-Time Cost - Laserfiche Advanced Audit Trail with Watermark
Laserfiche Advanced Audit Trail with Watermark LSAP
Trade-in Credit
Professional Services
SKU Rate Quantity Line Total
ECSCI 225.00$ 50.00 11,250.00$
$ (1,000.00)Professional Services Subtotal 10,250.00$
Description
Professional Services Discount
ECS Install, Configuration, Consulting, & Project Management Services
Subtotal 33,540.00$
Tax Rate 0.000%Tax -$
Software is only available via download and is not subject to CA sales tax Shipping -$
Software Upgrade Discount (2,000.00)$
Total 31,540.00$
Software Only (Download Only)
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LASERFICHE AVANTE SUPPORT SERVICES
Optional Laserfiche Software Modules
Laserfiche Records Management - Laserfiche Records Management simplifies the life cycle
management of business records and supports the automatic enforcement of consistent, organization-
wide records policies and reduces the cost of regulatory compliance.
Records Management Highlights:
DoD 5012.2 compliant
Enforce enterprise-wide records policies, regardless of your records’ format, location or content,
and without additional staff training.
Create records from documents already under management.
Search for records according to status or location.
Automate life cycle management from document creation to final disposition.
Run reports detailing where records are in their life cycle and which records are eligible for
transfer, accession or destruction.
Log all system activity, providing an audit trail that can be used to prove adherence to you
records management plan and compliance with regulations.
Ensure the future accessibility of your archived records with storage in non-proprietary TIFF file
format.
Safeguard records with comprehensive access controls.
Promote compliance with Sarbanes-Oxley, HIPPA, USA PATRIOT ACT, SEC, FINRA and other
regulations.
Simply business continuity planning by centralizing your organization’s information.
Reduce litigation risks associated with expired and outdated records.
Respond to e-discovery order quickly and confidently.
Instantly provide large numbers of records to auditors, without trips to the records room or off-
site storage facilities.
Laserfiche Digital Signatures - Digital Signatures gives users the ability to automatically sign and validate
documents as they are created, reviewed and archived without leaving the Laserfiche environment.
Digital signatures are a form of electronic signatures that act like a digital notary to your electronic
assets, allowing you to verify the condition of your documents for the duration of their lifecycle.
Laserfiche Import Agent - Import Agent can automatically retrieve files stored in a Windows folder and
import them into a Laserfiche repository allowing numerous image capture devices (multi-function
copier/scanners, network fax server, etc.) to work with Laserfiche. Automatically assign user-defined
document templates, auto-populate index fields and create unique document names. You can also
schedule Import Agent to import documents during off-peak hours.
Laserfiche Connector - Integrate Laserfiche with third party software applications in minutes without
programming. Laserfiche Connector provides a streamlined experience for integrating Laserfiche with
line of business applications such as CRM and ERP systems. Laserfiche Connector integrates easily
through user-defined hotkeys and embedded icons.
CITY OF LA QUINTA 20
LASERFICHE AVANTE SUPPORT SERVICES
Laserfiche Connector allows you to:
Searching the Laserfiche repository based on fields from third-party applications such as CRM
and ERP systems. Both basic and advanced searching is supported. If only one result is found,
the document will automatically open in the Laserfiche Client, Laserfiche Web Access or
Laserfiche WebLink.
Launching Laserfiche Scanning and automatically populating metadata for the scanned
documents with information from a third-party application.
Connecting two applications by allowing one of them to start the other (including the ability to
pass parameters between them).
Choosing whether any of the above actions are activated from a keyboard shortcut, a button
embedded in the application's title bar, or both.
Laserfiche Toolkit (SDK) - The SDK (Software Development Kit) allows your organization to more
effectively put content to use by integrating Laserfiche with third party applications. Custom solutions
can be created using any language with COM support, which means Web sites, scripts, Windows
applications, or anything else compatible with COM libraries, including all .NET languages, can easily
communicate with the Laserfiche Server. The SDK comes with detailed documentation that includes
tutorials and sample source code in C# and Visual Basic .NET.
Laserfiche ScanConnect - ScanConnect enables you to use ISIS scanning drivers. A collection of ISIS
drivers are included with ScanConnect, enabling you to scan using supported scanners. A list of
supported scanners can be found on the Laserfiche Support Site. If your scanner is not listed, you can
manually install any ISIS drivers your scanner's manufacturer has provided.
Laserfiche Quick Fields - additional Quick Fields options available:
Bar Code – reads a variety of industry standard bar codes horizontally and vertically.
Pattern Matching – uses regular expressions to separate extracted data, such as zip codes, from
larger blocks of text captured by Zone OCR and verifies that is correctly formatted.
Form Identification – automatically recognizes the form or document based on its overall
structure, even in the absence of barcodes, form data or other distinguishing information.
Form Registration – automatically repositions the document to match a master form, correcting
for scanning errors and improving data extraction.
Form Extractor – removes form outlines, isolating data for more accurate capture.
Forms Alignment - The Form Alignment image enhancement repositions an image so it is aligned
with a master form, which can improve the results of data extraction processes that are tied to a
specific zone on the image.
Optical Mark Recognition (OMR) – detects marks on surveys, tests and ballots. OMR can
determine whether check boxes have been filled in.
Document Classification – eliminates the need for sorting prior to forms processing by recognizing
multiple types of forms in a single session.
Scripting Kit – Extends the functionality of Quick Fields with scripting to create custom processes.
CITY OF LA QUINTA 21
LASERFICHE AVANTE SUPPORT SERVICES
Laserfiche Quick Fields Agent - Quick Fields Agent allows you to schedule Quick Fields sessions and have
them run unattended. By scheduling when document processing occurs, your organization can use
network resources at non-peak hours. Quick Fields Agent keeps track of all scheduled sessions and
reports on the results of schedules that have run.
Additional Avante Repository - Your repository allows information to be organized and accessible from
a central location. Information stored in your repository includes your documents and their contents, as
well as folders and shortcuts. It also includes annotations, metadata, the folder structure itself, and
additional information such as security settings, users and groups, and so on. This allows organizations
to establish multiple environments such as Test, Development, and Production.
CITY OF LA QUINTA 22
LASERFICHE AVANTE SUPPORT SERVICES
Laserfiche Avante Price List
Core System Components
Product Description Software LSAP
Servers
Laserfiche Avante Server for SQL Express with Workflow $1,500 $300
Laserfiche Avante Server for MS SQL with Workflow $5,000 $1,000
Laserfiche Avante Server for Oracle with Workflow $10,000 $2,000
Laserfiche Avante Records Management Edition Server for MS SQL with Workflow $11,000 $2,200
Laserfiche Avante Records Management Edition Server for Oracle with Workflow $16,000 $3,200
Laserfiche Records Management Edition $6,000 $1,200
Laserfiche Avante Additional Repository for SQL Express $1,000 $200
Laserfiche Avante Additional Repository for MS SQL $1,000 $200
Laserfiche Avante Additional Repository for Oracle $2,000 $400
User Licenses
Laserfiche Named Full User with Web Access, Mobile, Snapshot and Email $600 $120
Laserfiche Forms Authenticated Participants (1-49 users) $200 $40
Laserfiche Forms Authenticated Participants (50-199 users) $140 $28
Laserfiche Forms Authenticated Participants (200-499 users) $99 $20
Laserfiche Forms Authenticated Participants (500-999 users) $70 $14
Laserfiche Forms Authenticated Participants (1,000-1,999 users) $56 $11
Laserfiche Forms Authenticated Participants (2,000-2,999 users) $38 $8
Laserfiche Forms Authenticated Participants (3,000-4,999 users) $32 $6
Laserfiche Forms Authenticated Participants (5,000+ users) $26 $5
Additional System Components
These applications are licensed for the entire system and must be purchased for each Named User.
Auditing Tools
Laserfiche Starter Audit Trail $50 $10
Laserfiche Standard Audit Trail $75 $15
Laserfiche Advanced Audit Trail with Watermark $100 $20
Digital Signatures
Laserfiche Digital Signatures $25 $5
Integration Tools
Laserfiche Connector $25 $5
Forms Tools
Laserfiche Forms - Allows form creation and submission and the ability to participate in routing for
all licensed users.
$50 $10
CITY OF LA QUINTA 23
LASERFICHE AVANTE SUPPORT SERVICES
Desktop-Based Applications
These applications are licensed per desktop; you will need one copy of the software for each computer on which it will be installed.
Image Capture Tools
Laserfiche Import Agent $1,495 $390
Laserfiche Quick Fields $595 $120
Laserfiche Quick Fields Agent $9,995 $2,000
Laserfiche Quick Fields Scripting Kit $595 $120
Laserfiche Auto Stamp/Redaction/Bates Num. $495 $100
Laserfiche Document Classification $4,995 $1,000
Laserfiche Forms Alignment $2,495 $500
Laserfiche Optical Mark Recognition $2,495 $500
Laserfiche Forms Identification $2,495 $500
Laserfiche Forms Extractor $2,495 $500
Laserfiche Forms Combo - Includes Zone OCR and Validation, Document Classification, OMR, Forms
Alignment, Form Extractor, Forms Identification.
$9,995 $2,000
Laserfiche Zone OCR and Validation Package $2,795 $560
Laserfiche Barcode and Validation Package $1,695 $340
Laserfiche Real Time Look Up and Validation Package $595 $120
Laserfiche ScanConnect $165 $33
Laserfiche ScanConnect 5 Pack $660 $132
Laserfiche ScanConnect 10 Pack $915 $183
Digital Archiving and Publishing Tools
Laserfiche Plus Plug-in $3,795 $1,950
Server-Based Products
These applications are installed on a server and are available to some or all users, client-side. You must buy one copy of the software for each
server on which you wish to install it.
Web Portals and Distribution Tools
Laserfiche Starter Public Portal $15,000 $3,000
Laserfiche Standard Public Portal $25,000 $5,000
Laserfiche Midsized Public Portal $35,000 $7,000
Laserfiche Unlimited Public Portal - Unlimited retrieval connections per processor $45,000 $9,000
Laserfiche Unlimited Public Portal for dual processor machine $50,000 $10,000
Laserfiche Web Distribution Portal $7,995 $1,600
Image Capture Tools
Laserfiche Forms Portal Add-on - Allows form submission from unlicensed (public) users. $7,995 $1,600
Integration Tools
Laserfiche SDK $2,500 $750
Laserfiche Integration Express for HTE $2,495 $500
1
Monika Radeva
From:Gary Katz <gary@ecsimaging.com>
Sent:Friday, May 18, 2018 8:42 AM
To:Monika Radeva
Cc:Jamie Dunn
Subject:Annual Laserfiche Avante Support Services
Attachments:Annual Laserfiche Avante Software Support.pdf
Monika Radeva,
ECS Imaging is pleased to submit our proposal for Annual Laserfiche Avante Support Services. If you should have any
questions or require clarification on the contents of our proposal, please do not hesitate to contact us at your earliest
convenience. Thank you for allowing us the opportunity to submit our proposal and we look forward to discussing your
Laserfiche needs with you.
Warmest Regards,
Gary A. Katz ∙ Client Services
CaptureP Practitioner
Office: (951) 787‐8768 x120
Toll Free: (877) 790‐1600
Fax (951) 787‐0831
Sales: sales@ecsimaging.com
Support: HelpDesk@ecsimaging.com
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