Optimize Capture, Information Access, and Workflow With OnBase

If your organization is interested in seeing what OnBase could do for you, it’s important to ask yourself “What capabilities does my organization need?” This workbook is a helpful tool to help you refine and identify the challenges your organization faces and the capabilities it’ll take to address them. Each section contains a variety of questions that will guide you in your reflection on new and exciting ways to drive efficiency, reduce costs, and improve customer experience.

This workbook will guide you through six categories: Capture, Manage, Access, Integrate, Measure, and Store. But what does this mean?


Capture all of your critical content, be it paper, electronic, or data- from any location. Minimal data entry is required because your documents are already automatically classified and indexed.


Manage your data, documents, and processes efficiently so they can flow through your organization with ease. As a result, you can minimize your process delays. You can also automate your repetitive tasks and your users will be prepared to make the best decisions to drive work forward.


Access means your employees have easy access to the information they need when they need it, wherever they are. The user experience should be seamless, personalized, integrated with core applications, available from mobile devices, and extended to users outside of your organization who have authorization.


Your Content should integrate seamlessly with core applications, including your MMS, GIS, and ERP. And it shouldn’t require custom code, either. You should be able to instantly get this integrated content directly from your applications, too. The systems should also be able to synchronize data in real-time.


You should be able to monitor and report on the information and activities that are within your content system. Identify and eliminate bottlenecks and prepare for audits with immediate insight into what information you possess and what you still require. And all of this shouldn’t require IT administrators, either.


Secure storage is critical. You should be able to securely store content that is safe from disasters throughout its full lifecycle with:

  • Built-in data redundancy
  • Encryption
  • Tools to automatically destroy content upon expiration date in compliance with legal retention requirements.

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