Why Summer is the Perfect Time to Maintain and Advance Your Laserfiche Deployment

Take advantage of extra time during the summer to plan for your Laserfiche deployment

Summer often brings a slower pace to municipal offices. Council meetings taper off, community programming hits its seasonal stride, and internal projects have a bit more breathing room. While this lull can be a welcome change of pace, it's also the ideal time to take stock of your Laserfiche system and provide it with the care and planning it needs.

Just like facilities teams use summer to repaint rooms or patch potholes, your Laserfiche deployment deserves similar attention. Preventive maintenance now can prevent future headaches and pave the way for smoother operations throughout the year.

“We see summer as a strategic opportunity for our municipal clients,” says Claude Schott, CFO of Complete Paperless Solutions (CPS). “It’s the perfect time to fine-tune workflows, clean up repositories, and think big about the next phase of your Laserfiche deployment. Small investments now can prevent major issues later.”

Five Smart Summer Moves for Your Laserfiche System

Whether your agency is using Laserfiche for records management, forms and workflows, or enterprise-wide automation, there are always opportunities to improve and prepare. Here are five things you can do this summer to strengthen your system:

1. Plan Your Next Phase of Deployment

Summer is the perfect time to revisit your roadmap. Are there departments still working with paper? Manual approval steps that could be digitized? A retention schedule still waiting to be fully implemented in Laserfiche? Use this time to meet with stakeholders, gather feedback, and scope out your next Laserfiche win. A strong plan now means easier implementation during the busier fall and winter months.

2. Archive or Reorganize Old Content

Take a look at your repositories and ask: What’s outdated? What needs to be refiled or removed? Cleaning up folder structures, applying standardized naming conventions, and ensuring documents have the right metadata not only improves findability but also helps maintain compliance.

3. Audit Permissions and Access

As staff members come and go, security permissions often become outdated. Review user access across repositories, workflows, and forms. Remove unnecessary rights, tighten controls, and ensure that the principle of least privilege is being followed. If your agency is pursuing a trusted system designation, this step is especially critical.

4. Test and Tune Workflows

Workflow is not a “set it and forget it” tool. Over time, bottlenecks emerge, exceptions increase, and user needs change. Summer is a great time to test existing workflows, review error logs, and optimize performance. You may discover a five-minute fix that makes a big impact.

5. Train Up or Cross-Train Staff

With more flexible schedules, summer is an ideal time to offer refresher training or onboard new users. Even a short training on search best practices or form submission protocols can dramatically improve adoption and satisfaction.

Laserfiche is not just a system—it’s an evolving platform. Taking a few intentional steps during your summer slowdown can yield smoother operations, increased user satisfaction, and better returns on your investment come fall.

Need help assessing your current deployment or planning your next phase? CPS offers check-ins, audits, and strategic planning support. Let’s turn your summer slowdown into a launchpad for what’s next.