Overview of OnBase Software by Hyland
OnBase is a cloud-based content services platform that can help your organization maximize its efficiency. It accomplishes this by managing all your content, processes, and cases in a single secure location. And all of this takes place on a configurable low-code platform with seamless integration.
OnBase can benefit a wide variety of industries and departments. You may be wondering, “Where should I start?” Many organizations identify the department that most needs a boost. Many are so pleased with their results that they gradually expand their OnBase software implementation from there to other areas in their organization.
Where to Use OnBase Software
OnBase Software Core Capabilities
Enterprise Content Management (ECM)
ECM allows you to securely capture, store, and retrieve your documents. They also reduce the number of mistakes that occur. No more headache-inducing misfiled or duplicated documents! As a result, your overall accuracy will increase.
Many benefits can come from implementing an ECM solution. For one, ECM solution saves you money because it dramatically reduces your paper consumption. More importantly, ECM can save you significant amounts of time. It accelerates your document retrieval process so you can spend less time chasing documents. Instead, you can attend to more time-value tasks like enhancing your customer experience.
OnBase software can capture all your documents electronically and organize them in one centralized repository for you. As a result, your process speeds up, and your accuracy increases. It doesn’t matter whether your document is in a paper or electronic format, or what location or application you received it in, OnBase can capture it. As a result, you can also eliminate the expenses that would otherwise come with document transportation.
OnBase can bring that information to life using Brainware Intelligent Capture. Brainware is an industry-leading software by Hyland. First, it pulls critical information from the text on your documents. It does this without needing any specific templates, anchors, zones, or keywords. It classifies, extracts, and validates your documents’ vital information. Brainware then automatically updates your business systems. It stands above other intelligent capture technologies in its speed and accuracy.
Business Process & Workflow Automation
OnBase workflow can electronically route your documents for approvals. This feature may sound simple, but there’s more to it. You can pre-determine a set of rules that fit your organization’s needs. Your solution will follow these instructions as it processes your work. It allows you to easily customize real-time notifications based on your processes. With OnBase’s workflow automation, you can process more work. And you can do it all with greater accuracy and speed than ever before. Managers will love having visibility into where things are at in a process. And the ability to quickly load balance work to increase productivity.
You can apply OnBase workflow to various departments across your organization. Workflows can streamline a variety of processes in your organization, including:
- High volume remittance processing
- Expense reports
- Core process-driven applications
- Invoice approvals
OnBase makes your documents’ security a top priority. When you allow OnBase workflow to manage and route your documents for you, you can be sure that they won’t fall into the wrong hands.
OnBase can accelerate your entire decision-making process. And this isn’t just thanks to the technology’s excellent 360-degree visibility into your information. Case Management uses workflow automation to manage all standard transactions. When it detects an exception, it creates a case that brings together all relevant information, from system data and content to documents and data integrations in your core systems.
Your knowledge workers can then access the case and get a 360-degree view into notes, emails, data, forms, documents, and complete history. Essentially everything they need to make a decision is right there in front of them. They can also enter additional information by doing a variety of tasks:
- Log phone calls
- Add updates
- Share insights
- Schedule events
- Ensure smooth handoffs along the way
Managers can benefit from Case Management, too, as it keeps a complete log of all actions taken on each document and features reporting to measure individual performance. It also sets helpful reminders that help managers ensure that cases don’t get behind, and when adjustments are necessary, managers can easily redistribute the workload.
Customer Communication Management
You want to consume information the way that makes sense to you. But tailoring these communications is complex. Hyland’s customer communications management (CCM) technology helps you overcome these obstacles. It integrates with your existing applications to to create individually personalized content from your standardized templates. And it can do it on demand or in high-volumes. Improve your customer satisfaction today and start connecting the dots with CCM.
Retention & Records Management
Managing retention and records management with OnBase software is easy. Odds are that if you don’t have a tool to manage your records, you are putting your organization at risk. Security and compliance issues are real. With OnBase retention and records management is automated. Freeing you up to concentrate on real work.
Reporting & Analytics
Visibility into your content and processes is critical. Managers need access to real-time data to make decisions. Workers need to know what the next most important work is to do. Executives all want a dashboard view into their KPIs. OnBase provides the ability to monitor, report on and then optimize your key processes. These key insights will help everyone in your company do more with less. And make adjustments instantly and easily.
Sick of chasing down information? If you are like most, you find yourself drowning in data and systems that don’t connect. You are in information overload and oftentimes you don’t even know where to start looking for something. Search solutions from Hyland are built to do the searching for you. Think of it as your own Google search across all of your organization’s data and systems. Enterprise Search from Hyland makes locating key information simple, straightforward and quick.
Why OnBase Software
6 Reasons To Add OnBase Software to Your Business Strategy
01.Complete Process Visibility
04.Integrates with Core Applications
Complete Process Visibility
Along with managing your information, OnBase provides you with a complete view of it all. This feature offers full visibility into the status of your processes and content. It also enables you and your staff to make more informed decisions that lead to better outcomes.
When your organization goes paperless and automates your processes, your customers benefit. They will be able to take advantage of conveniences like completing forms and making requests online from wherever they are. OnBase provides you, the business user, fast search capabilities, and instant visibility into the status of requests, transactions, and orders. These helpful tools enable you to attend to constituent submissions faster and more efficiently, which is sure to be appreciated.
The Hyland Cloud is privately managed by Hyland hosting architecture. Designers custom-built it to support OnBase and other cloud-based applications. Over 700 organizations in 26 countries utilize this world-class technology. It provides them secure access to in-country, private cloud space for their data through numerous data centers located all around the world. This technology provides comprehensive security for your data. Checkout this whitepaper on Top 7 Reasons to Host Enterprise Solutions in the Cloud. Its disaster recovery protocols also have your back. You can deploy OnBase on-premise or as a hybrid solution in addition to the Cloud.
Integrates with Core Applications
When you implement OnBase, you may discover that the transition period is smoother than you expected. This benefit comes from OnBase’s ability to quickly and seamlessly integrate with core applications. These applications include ERP, accounting, HR, claims, and over 500 others. Your users likely rely on your core systems for the critical information they hold. You can store this content in OnBase. As soon as this content is in OnBase, this intelligent technology automatically links it to transactions and activities in your core systems for easy access. OnBase in your enterprise integration hub. Some common ERP integrations that work seamlessly with OnBase include SAP, Workday, Oracle E-Business Suite, JD Edwards EnterpriseOne, PeopleSoft, Microsoft Dynamics 365, and Infor Lawson.
OnBase Mobile promotes continued productivity outside office walls. This feature is useful for your employees and managers alike. You will unlock easy access to documents, workflow processes, and electronic forms. With it, your managers can approve items and view content. This ability keeps processes moving on the go. Whether you use an iPad, iPhone, Android, or Windows device, there’s a natively developed OnBase mobile app for you.
OnBase is a natively secure platform. It is easy for you to consistently enforce controls access and security policies across your business. Developers designed it to protect your information from unauthorized access. It maintains this protection, whether you’re actively using it or not, and even while you’re transporting it between servers. Your OnBase admins can also configure additional security measures into your solution, like encrypted disk groups and keywords, distributed desk services, and digital signatures.
Security experts also lead every new OnBase release through a standard security-focused development process based on Microsoft’s Secure Development Lifecycle (SDL). OnBase’s integration capabilities extend to security too. It can integrate with external security systems, including single sign-on integrations such as Active Directory (AD) and Lightweight Directory Access Protocol (LDAP).
Colony Brands uses OnBase for Accounts Payable & Human Resources
Colony Brands is the largest mail-order catalog business in the Midwest. OnBase helps them streamline invoice approvals, reduce the error rate of duplicate payments, paperwork coming through, and lost paperwork.