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Thank you for taking the CPS Laserfiche Maturity matrix quiz

Your results are in—and now it's time to see what they mean for you.

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Click on your respective level below to view a detailed breakdown of your score and discover where your organization stands on the path to automation excellence. You’ll get personalized insights into your current capabilities, opportunities for growth, and actionable next steps to help you make the most of your Laserfiche investment.

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Let’s turn insight into impact—starting now.

Getting Started with Laserfiche

Level 1

Based on your responses, your organization is currently at Level One: Getting Started in the CPS Laserfiche Maturity Model. This is where every successful digital transformation journey begins, and it’s full of possibility.

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What This Means

At Level One, your organization is likely:

  • Using Laserfiche for basic document storage

  • Managing a limited number of users or departments

  • Just beginning to explore workflow automation and electronic forms

  • In the early stages of thinking about records management or system integration

 

You're not alone! Many organizations start here. What sets successful teams apart is their willingness to move forward strategically.​

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Suggested Next Steps

Select Pilot Program

Engage With CPS

Build Compliance

Define Your Vision

Want To Learn More?

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Moving beyond Level One is easier and faster with expert support. Schedule a strategy session with CPS to explore your next steps and get recommendations based on what we’ve seen work for similar agencies.

Establishing Use Across Teams

Level 2

You’ve moved past the starting line—welcome to Level Two: Establishing Use Across Teams. Your organization has begun using Laserfiche beyond just storage, and you’re starting to see how it can support more departments and processes.​
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What This Means​

At Level Two, your agency is likely:​

  • Expanding Laserfiche to multiple departments or user groups

  • Starting to automate routine processes with Laserfiche Workflow or Forms

  • Using folder structures and metadata more intentionally

  • Exploring permissions, audit trails, and basic governance

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You’ve already laid a solid foundation. Now it's time to connect the dots and turn isolated wins into repeatable success.


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Suggested Next Steps

Create a Cross-Departmental Use Plan

Standardize Best Practices

Start Thinking About Integration

Prioritize Security and Permissions

Partner with CPS for a System Health Check

Want To Learn More?
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Moving beyond Level One is easier and faster with expert support. Schedule a strategy session with CPS to explore your next steps and get recommendations based on what we’ve seen work for similar agencies.

Departmental Automation

Level 3

Congratulations—your organization has progressed to Level Three: Departmental Automation on the CPS Laserfiche Maturity Model. You’ve proven that Laserfiche works across multiple teams; now you’re turning individual wins into fully automated, end-to-end departmental workflows.

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What This Means

At Level Three, you’re typically:

  • Automating entire business processes (e.g., AP approvals, building permits, public-records requests) from intake to archival

  • Leveraging Laserfiche Forms, Workflow, and electronic signatures to eliminate paper hand-offs

  • Applying retention schedules and disposition policies—often in collaboration with Records or the City Clerk’s office

  • Beginning to integrate Laserfiche with core line-of-business systems (ERP, GIS, permitting, HRIS) to remove duplicate data entry

  • Generating dashboards and audit trails that give managers real-time insight into workload, cycle times, and compliance status

 

This is the point where Laserfiche shifts from “helpful tool” to “mission-critical system.” Getting the details right now sets you up for smooth enterprise expansion later.

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Suggested Next Steps

Map High-Impact Processes

Hardern Your Governance Framework

Deepen
Integrations

Implement Role-Based Dashboards

Ready to Accelerate?

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CPS has guided hundreds of agencies through the leap from departmental automation to city- or district-wide transformation. Schedule a Laserfiche Optimization Workshop and get:

  • A gap analysis of your current workflows and integrations

  • A prioritized roadmap to Level Four and beyond

  • Best-practice templates for governance, security, and user adoption

Enterprise-Wide Solutions

Level 4

You're well beyond the basics—welcome to Level Four: Enterprise-Wide Solutions. Your organization is no longer managing processes in silos. Instead, you're building a connected, cross-functional ecosystem where Laserfiche supports operations across departments.
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What This Means​

At Level Four, your agency is typically:

  • Integrating Laserfiche with multiple business-critical systems (ERP, permitting, GIS, HRIS, etc.)

  • Managing end-to-end processes that cross departmental boundaries

  • Applying metadata and taxonomy consistently to support enterprise search and reporting

  • Using automation and digital forms at scale across service areas

  • Aligning workflows with regulatory compliance and retention requirements

  • Viewing Laserfiche as a strategic tool in your digital infrastructure

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You’ve created a strong foundation—and now you're seeing the power of a connected platform.


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Suggested Next Steps

Unify System ArchItecture

Create Cross-Functional Workflows

Establish Information Governance Committee

Audit For Gaps In Compliance

Build an Executive Dashboard

Partner with CPs for strategic alignment

Ready to Unlock Full Enterprise Value?

​Schedule a Laserfiche Enterprise Strategy Session with CPS. We'll help you:

  • Identify opportunities for cross-functional process improvement

  • Pinpoint integration and automation gaps

  • Create a roadmap to Level Five—and beyond

Citizen & Business-Oriented Solutions

Level 5

You’ve made it to Level Five: Citizen & Business-Oriented Solutions—the highest level of Laserfiche maturity. At this stage, your organization is using Laserfiche not only to streamline internal operations, but to improve service delivery and engagement for the public, partners, and vendors.

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What This Means

At Level Five, your agency is likely:

  • Offering public-facing portals for records requests, permit submissions, and service applications

  • Reducing or eliminating the need for in-person visits and mailed forms

  • Using Laserfiche to support transparency, access, and equity in service delivery

  • Providing end-to-end digital experiences that include e-forms, status tracking, and automated notifications

  • Leveraging data collected in Laserfiche for performance measurement and community reporting

  • Using governance frameworks and retention rules as part of a trustworthy, auditable system

 

You’ve gone beyond internal transformation. Now, Laserfiche is part of how you deliver value to your residents, businesses, and partners—securely, consistently, and with measurable impact.

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Suggested Next Steps

Expand Public Portal capabilities

Layer in Transparency & Self Service

Optimize for Mobile & Accessibility

Connect Laserfiche with CRM

Ready to Accelerate?

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CPS offers a Recognition & Readiness Review for organizations at Level Five. We’ll help you:

  • Benchmark your digital services against peer agencies

  • Develop case studies or presentations for conferences

  • Identify ways to stay future-ready with AI, advanced analytics, or new service models

Building a Trustworthy System

Level 6

Welcome to Level Six: Building a Trustworthy System. At this stage, your organization isn't just delivering digital services, you're doing so with intentionality around compliance, transparency, and long-term sustainability. You're ensuring your Laserfiche deployment meets the standards of a trusted system that can stand up to audits, legal challenges, and institutional knowledge loss.

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What This Means​

At Level Six, your agency is typically:

  • Applying formal retention schedules to records stored in Laserfiche

  • Ensuring deletion, disposition, and audit trail policies are consistent and enforced

  • Implementing encryption and access controls in accordance with state or local guidelines

  • Documenting and validating processes in accordance with trustworthy system criteria such as those outlined

  • in California Government Code 12168.7

  • Training staff on governance responsibilities, especially in departments that produce or manage official records

  • Building Laserfiche into your continuity of operations planning (COOP) and institutional knowledge preservation strategy

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You're no longer simply managing documents—you’re stewarding information assets for future generations.
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Suggested Next Steps

Request a
System Assessment

Document Governance Practices

Implement Lifecycle Workflows

Educate and Empower Records Stewards

Audit
Regularly

Ready to Unlock Full Enterprise Value?

​Schedule a Laserfiche Enterprise Strategy Session with CPS. We'll help you:

  • Identify opportunities for cross-functional process improvement

  • Pinpoint integration and automation gaps

  • Create a roadmap to Level Seven—and beyond

Backfile Conversion & Digital Continuity

Level 7

You're now at Level Seven: Backfile Conversion & Digital Continuity, where the focus shifts to cleaning up the past to make room for the future. This level is about bringing legacy documents into your digital ecosystem—ensuring historical records are accessible, searchable, and properly classified for long-term use.

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What This Means

At Level Seven, your agency is likely:

  • Actively converting large volumes of paper or legacy digital files (e.g., shared drives) into Laserfiche

  • Using standardized metadata, naming conventions, and folder structures during the import

  • Applying retention rules and access controls during or immediately after backfile ingestion

  • Prioritizing high-value or high-risk records for early conversion (e.g., contracts, resolutions, development files)

  • Reducing reliance on off-site storage, file cabinets, and unmanaged archives

  • Ensuring converted records are part of your trustworthy system from day one

 

This is where digital transformation comes full circle, by reconciling the past with the present and ensuring continuity for the future.

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Suggested Next Steps

Conduct a Backfile Inventory & Prioritization

Create a Scanning
& Indexing
Plan

Engage CPS
for Conversion Services

Establish a Digital Intake Process

Tell the Story

Ready to Accelerate?

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CPS offers a Recognition & Readiness Review for organizations at Level Seven. We’ll help you:

  • Benchmark your digital services against peer agencies

  • Develop case studies or presentations for conferences

  • Identify ways to stay future-ready with AI, advanced analytics, or new service models

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