Scope before you install
Most failed Laserfiche projects fail in scoping, not deployment. Before you provision a server, confirm the three records classes that drive 80% of value: invoices, contracts, and HR files.
Important
Pick a single high-volume department for phase one. Trying to onboard finance, HR, and operations simultaneously is the #1 reason rollouts stall.
Phase one: weeks 1–4
- Confirm Laserfiche license tier (Avante, Rio, Cloud)
- Provision server (or cloud tenant) and storage
- Define folder taxonomy with department lead
- Configure metadata templates and fields
- Stand up Active Directory integration
Phase two: weeks 5–8
- Build security tags and access matrix
- Configure import profiles for high-volume sources
- Train department power-users
- Run parallel scanning week with paper backup
Phase three: weeks 9–12
- Build first Laserfiche Workflow (typically AP approval)
- Run UAT with 5–10 end users
- Cutover and decommission shared drives or paper files
Tip
Reynolds is a Laserfiche Certified Partner. Our average phase-one go-live is 9.5 weeks — including AD integration, scanner deployment, and user training.