August Is for Alignment: Tune-Up Your Laserfiche Strategy and Set the Stage for 2026

Use valuable downtime for planning your 2026 Laserfiche Strategy

August is one of those rare months in government, quieter inboxes, fewer meetings, and a brief pause before the hustle of budget season, year-end prep, and new initiatives. At CPS, we think of this as prime planning time: the moment to align, recalibrate, and quietly power up your Laserfiche system so you're ready to hit Q4 at full speed and start shaping what 2026 could look like.

Because let’s be honest: it’s easy to get stuck in daily tasks. August is your opportunity to step back and ask the bigger questions.

Clean House While It’s Quiet

Just like a good records purge, system cleanup can feel incredibly satisfying. Here are a few easy wins that make a big difference:

• Review folder structures and metadata templates. Are they still serving your users?

• Audit user permissions and access. Who no longer needs access, and who needs more?

• Archive or retire outdated workflows—no shame in shelving something that no longer fits.

• Scope out your backlog. If you’re sitting on a roomful of old paper files, this is the moment to start envisioning a 2026 backfile conversion strategy.

Refresh Your Records Management Setup

Records Managers, this one’s for you. Before fall FOIA requests start stacking up, check in on the core mechanics of your RM plan:

• Are all documents landing in the right Record Series?

• Are retention rules being enforced through workflows or just wishful thinking?

• Does your Transparent Records Management (TRM) setup still make sense for your users?

• When was the last time you reviewed your record cutoff triggers or disposition actions?

• These are small details, but they add up to paramount system trust.

Evaluate Your Automation and Integration Footprint

You’ve likely built or expanded workflows over the last few years, but are they still pulling their weight?

• What automations are underused, ignored, or stuck?

• What still requires too much human intervention?

• Could an integration (ERP, permitting, GIS) fill a process gap in 2026?

• Are there bottlenecks that could be removed with a smart Laserfiche Form?

Even one or two quick wins can make Q4 more efficient and get your team excited about new possibilities.

Start Mapping Your 2026 ECM Strategy

Yes, 2025 planning is underway, but honestly, strategic teams are already thinking beyond that. What role do you want Laserfiche to play in your agency’s operations by the end of 2026?

If you’ve never formally documented your ECM strategy, now’s the perfect time to start. Even a simple framework listing your current system strengths, gaps, and goals gives you something concrete to build from.

At CPS, we’re finalizing our Laserfiche Maturity Model, a tool designed to help you assess your current state and define the milestones for tomorrow. It’s still in the works, but if you want an early peek, reach out. We’d love your feedback as we fine-tune it.

Ready for a Strategy Session?

Suppose you're not sure where to start or if you want a second set of eyes on your system, CPS can help. You don’t have to wait for the new year to build momentum. Use August to align your Laserfiche environment with your long-term goals and get a head start on building the future you want.