The Low-Code Automation

Designer’s Playbook

EBOOK
Introduction
Getting Started With Low-Code

If you’re reading this, you’re likely looking to

increase the efficiency and effectiveness of your
everyday processes by digitizing them with a low-
code automation platform. In the following pages,
we’ll break down core features of these platforms
and how they can help organizations across
industries achieve exceptional results. We hope
these examples of low-code automation in action will
inspire you to make your own workplace innovations.
Onboard Talent Faster
According to a 2022 survey by PwC, 77%https://www.pwc.com/us/en/library/pulse-surve
of executives say hiring is one of the most
y/executive-views-2022.html
https://www.pwc.com/us/en/library/pu
important factors in achieving growth. That same survey found the second largest driver
lse-survey/executive-views-2022.html
for growth was digital transformation. Digital transformation becomes even more essential
with more than 60% of the workforce wanting to work remotely, https://www.ziprecruit
according to a survey
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https://www.zip
by ZipRecruiter. With a low- code automation platform, you can eport
both achieve digital
recruiter.com/r
transformation
emote-work-re and deliver a more streamlined process for new talent, which can make for
port
an exceptional first impression for onboarding employees.

Workflow designers are one of the most useful tools in streamlining this process. These
tools allow you to map out a process and determine where content is moved, who needs
to act on it and when. In the example of onboarding, you can use low- code automation
to route new employee paperwork to the proper stakeholders and store them in a secure
document repository. Automating these processes allows more time for new hires to get
accustomed to their new workplace, effectively accelerating the time between training
and performing core job duties.

Case Study: Frisco USD

Having grown 800% over the past two decades and likely to continue, Frisco ISD is always looking
for ways to meet the demands of a growing student population and an increased need for more staff
and faculty. Read the case study to see how Frisco ISD uses digitized workflows to streamline its
onboarding process.

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3The s Playbook
o-isd-ne
Digitize the Customer Experience
Today, people order almost everything online. The modern
customer expects a seamless, digitized experience. For example,
financial advisory firms with many regulatory requirements and
the need to get sign- off from new clients, face a unique set of
challenges as both employees working from home and clients
initiating requests online expect to access resources remotely. A
low- code automation platform can help financial advisory firms
meet this challenge, as well as any organization looking to improve
how they gather information and receive approvals from clients.

A great way to streamline the gathering and use of customer

information is by using digital forms. You can set these up to be
accessible via the web, whether directly on your site or through a
customer portal. This saves customers time having to fill out and An example of a form that digitizes the customer experience.
deliver a form by hand, and saves staff time from having to either
file the information manually or copy the information by hand into
a digital system. With a low- code platform, you can automatically Case Study: Shufro Rose
Shufro Rose, a wealth management firm managing billions in assets for
route the information from the form to the right place, mitigating the
thousands of clients, understands that technology can play a critical
possibility of losing information, which can be a compliance concern. role in providing client services. Read the case study to see how the
These platforms even make it possible to add logic to a process based firm was able to open 189 accounts in a single year using a revamped
on a form’ s information. As far as signatures, whether from the client client onboarding process.

side or in-house, low- code automation platforms can use all kinds of https://w
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4The s Playbook
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Jumpstart Everyday Processes
When beginning your digital transformation journey, it may seem
difficult to know where to get started. Additionally, even if you
have plans for the process properly laid out, you may not have the
resources to execute on those plans in a timely manner. This can
be especially true for organizations that need to digitize processes
across their entire enterprise.

One way to address these challenges is to look at process

templates others have developed, usually through ahttps://market
marketplace
place.laserfic
set up by your low- code platform’ s vendor. These templates can
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templates that
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provide a foundation for your own automated processes.
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5The
Low- Code Automation Designer’ s Playbook
Capture Key Information
With today’ s organizations managing many different types of
forms coming from vendors, customers and internal departments,
it can be difficult for employees to automate workflows based
around this kind of content. This in turn makes data entry one of
the most repetitive tasks for knowledge workers. However, a low-
code platform can help your organization automate what it was
previously unable to using intelligent content capture.

Using machine learning technology, intelligent content capture

gathers key data points from incoming forms and documents,
digital or physical, and sets them as metadata. This is especially
useful for accounts payable departments that can use low- code
to automate not only the gathering of data from invoices, but
invoice matching to make sure they reflect what was listed in the
purchase order.

Case Study: Mercer Island School District

See how Mercer Island School District automated their accounts
payable process with smart invoice capture and other technologies,
to better process and locate invoices, even with a database that hosts
over 2,000 different vendor profiles.

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Low- Code Automation Designer’ s Playbook
er-island
Automate Business Logic
Even when a decision is made about approving a request, there’ s
usually a difference in how that process proceeds depending
on the result of the decision. A low- code platform can not only
automate the process before the decision, it can also automate
workflows using business rules, which will change the process
depending on a decision. This makes it so that approvers only
need to press a button to continue a process, regardless of
their decision.

Take for example an expense reimbursement. Let’ s say an

employee has an allowance of $250 for a business trip, and they
only spend it on items such as food and travel. The employee
submits the digital reimbursement form, and the low- code
process automatically routes it to the correct stakeholder for
approval. If it is approved, it goes through as usual. If denied, the
form is returned to the recipient with a request to make changes
where appropriate.

7The
Low- Code Automation Designer’ s Playbook
Mitigate Data Entry
Today, business processes run through many different applications. Low- code platforms, and in fact many types of applications, usually
have integrations that allow them to push data to outside applications, to make these processes more seamless. However, whether these
are pre- built integrations, an applications programming interface ( API) or something else, many of these integration solutions require both
applications to cooperate on the back end. For some applications, such as legacy applications or those that simply lack certain features
such as an API, these types of integrations can prove ineffective.

That’ s where a low- code platform with robotic process automation comes in. With this integration tool, you can instruct a robot,
commonly referred to as simply a “ bot”, to work directly on application’ s user interface, as a person would, avoiding the need to utilize
predetermined, back- end access points to transfer data.

For example, if your sales team acquired

a large set of leads on a spreadsheet
after attending an industry conference.
With RPA technology, the team can
simply train a bot to enter relevant lead
information into their CRM, instead of
entering information manually for each
individual entry — ultimately giving them
more time for lead outreach instead of
data entry.

An example of how robotic process automation can be integrated in a process by

performing repetitive tasks like data entry.

8The
Low- Code Automation Designer’ s Playbook
Integrate Across the Enterprise
While the applications of a low- code platform may seem limitless,
there are some tasks that some external applications may
specialize in and excel at. For these tasks, such as acquiring
digital signatures and document editing, many low- code platforms
offer pre- built integrations. These solutions are usually built right
into the low- code platform itself, providing a seamless experience
between applications.

For example, if you’ re designing a contract management

process, you may want to use an integration with a popular
digital signature application to authorize final sign- off of the
contract. The great thing about a low- code platform is, once the
signature is complete, the document can be securely stored in a
repository automatically.

An example of integrating a digital signature application like

Adobe Sign.

9The
Low- Code Automation Designer’ s Playbook
Discover New Efficiencies
Even well- designed business processes, digital or otherwise, are
subject to inefficiencies once they’ re executed. Without the right
tools, it can be difficult to identify bottlenecks that are slowing
down processes that could be running faster. Low- code platforms
offer a solution to this issue with reporting and analytics features.

Because low- code processes are digitized, they are much easier to
track. In addition, you can add metadata to content you’ re using,
creating more layers of data to work off of. With combined insights
from metadata and process metrics, you can gain a full picture of
where a process can improve.

Case Study: TPIRC

The Translational Pulmonary & Immunology Research Center tasks
itself in developing new treatment protocols for conditions other
physicians no longer try to treat or cure, also known as orphan
diseases. Developing a comprehensive picture of patient health and
understanding how patients react to different protocols is crucial to
this research. Read the case study and discover how they were able
to leverage reporting and analytics in their efforts to provide effective
treatment plans for patients.

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10The
ranslatio
Low- Code Automation Designer’ s Playbook
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Preserve Important Content
There are plenty of reasons you may want to keep content around,
whether it’s for reference, compliance or simply as a source of
record for a particular event, transaction or process. For content
that needs to follow a retention schedule, a low- code platform
can alert records managers to archive or dispose of content. If a
low- code platform is part of, or paired with, an enterprise content
management system, it can also securely store that content
between the archival and disposition stages.

Take, for example, a public university that houses student records

in its enterprise content management system. If that system is part
of a low- code platform, a records manager can configure a process
that notifies them when it’s time to archive or dispose of student
records, in order to stay in compliance with regulatory restrictions
or university policies.

Case Study: The Isle of Man

A British Crown Dependency with a history that goes back more than
1,000 years, the Isle of Man uses digital records management to
safeguard historic records and provide the public better access to
information. Learn more about how the Isle of Man innovated on its
services by reading the case study.

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Low- Code Automation Designer’ s Playbook
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 Further Research
Now that you have some ideas on what you can accomplish with low- code, here are some next steps you can
take to further explore how to make your innovative ideas a reality.

G2 Laserfiche Low-Code Get a Demo

Compare top digital process automation Automation Book a consultation for a guided low- code
vendors on G2. Learn how to drive efficiency with demonstration.
Laserfiche low-code automation.

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