Automate processes across the organization
OnBase helps you decrease processing time, reduce errors and increase employee
productivity by optimizing your processes.
Following your business logic, OnBase can automate predictable tasks while
delivering exceptions and decisions to the right people, at the right time.
Leverage OnBase to send notifications, enable approvals from mobile devices
and load balance important work — increasing efficiency and keeping processes
flowing.
OnBase is your ultimate toolkit for process automation:
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A highly configurable workflow engine that includes a variety of built-in
rules and actions to automate complex business processes.
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Customizable forms enable you to easily tailor a form’s look, feel and
functionality, including strategic options like required fields, data
validation and calculations with instant results.
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Powerful flexibility provides the ability for business users to configure
rules to evaluate documents and dynamically assign approvers — streamlining
and simplifying the document approval process.
Support case-driven work
To thrive in today’s business environment, organizations need a modern approach to
work. Solutions must support dynamic and often unpredictable processes.
OnBase simplifies case management by managing all the data, tasks, documents,
processes and collaboration surrounding unstructured cases — like service
requests, investigations and incidents — in a single solution.
Whether working on a customer relationship, a project or an issue,
OnBase gives your employees a complete view of the case and all the
information they need to complete their work.
With OnBase case management capabilities, they can spend less time on
paperwork and more time on delivering customer value.
At the same time, OnBase also increases visibility across all cases. This equips you to monitor completion, make improvements, standardize best
practices and increase effectiveness over time.
Enable comprehensive content management
Your organization has a variety of business-critical content, from
invoices and contracts to video files. All are required to support key
processes, drive operations and serve customers.
With OnBase, you organize, manage and optimize critical content originating
across your organization, providing users with a complete view of the
information they need, when they need it.
Leverage OnBase content management capabilities to:
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Work digitally with business content, regardless of format and where the
content currently resides
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Empower users to easily search for documents while leveraging digital
folders and file cabinets to keep content organized
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Effectively handle revisions and versions to ensure users access the most
current content
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Use notes, markups and electronic signatures, supporting effective
collaboration and streamlining processes
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Provide a complete audit history of actions taken on key content for
compliance
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Rapidly distribute the right documents to the right employees for required
reading and training, easily tracking and proving employee acknowledgments
Configure applications with a low-code platform
OnBase serves as a low-code, rapid application configuration platform that
minimizes the need for costly custom coding and multiple point solutions from
different vendors.
With OnBase, you can replace aging database applications like Access and Lotus
Notes while filling in the functionality gaps that exist between your
line-of-business systems.
You can also point-and-click configure a variety of solutions, from
traditional forms and workflow solutions to complete business applications, using tools like checkboxes, radio buttons and drop-down menus.
Integrate with key systems
OnBase integrations have a variety of options:
- Purpose-built integrations: Seamlessly feed information and documents between
OnBase and other applications with prebuilt connectors for many widely
adopted applications including Salesforce, SAP, Workday, Microsoft Office,
Outlook and Infor.
- Screen-level integrations: With a point-and-click configuration tool, OnBase
empowers your users to access documents, create forms and even begin OnBase
processes directly from the screens of other business applications.
- Data-level integrations: OnBase offers an enterprise integration platform to
coordinate an instantaneous, reliable exchange of data between your
applications. By integrating your applications at the data-level, you ensure
that the data across all your systems is consistent and up to date.
Monitor and improve processes
OnBase provides your users, administrators and auditors with the dashboards,
logs and reports they need. This allows for accurate and timely insights into the
status of your processes, the completeness of your records and the health of
your system.
Easily configurable reporting not only provides visibility into your processes
but also helps identify missing, aging or expired content, and it reduces
disruption during audits and eDiscovery.
Improve data security and compliance
OnBase is developed with security as a top priority and provides a full set of
security features to help you protect your business and customer data from the
moment it enters your organization.
- Granular access controls and group policies allow administrators to fine-tune
access to information based on user roles or corporate policies.
- Automated records and retention management automates the process of declaring
documents as records, placing holds and performing retention tasks like
automatic deletion or archival, which reduces exposure in case of a breach.
- Data encryption adds an extra layer of protection to your data at rest, in
transit or in use, making it unusable to attackers in case of a breach.
- Redundant configurations support your business continuity and disaster
recovery programs, and reduce or mitigate the impact of natural disasters,
ransomware and DDoS attacks.
OnBase also helps you meet compliance requirements by standardizing and
automating your data handling processes, and by securely storing, protecting
and destroying your information in accordance with applicable regulations.
> Learn more | Improve HR compliance and security with a secure content services platform
Power up with the Hyland Cloud
Leverage the industry-leading capabilities of OnBase on a cloud
hosting architecture that fits right in with your technology ecosystem.
The Hyland Cloud is a reliable and secure solution that continues to
evolve to support your information management needs — today and into the
future. Key features include:
- Designed to deploy content services applications
- Deployments are led by a team of experts
- High data availability with an average 99.99% uptime
> Learn more | 5 customers review their experience with OnBase in the Hyland Cloud
Enhanced capabilities to match your needs
While OnBase comes fully equipped with the many features you need to
confidently manage your content and processes, we know that sometimes you need
to add specialized functionality as part of your business solution.
Ready to take your digital transformation to the next level?
By consolidating all of your important content on one modern content services
platform, OnBase helps you remove information silos, improve user and customer
experience, and at the same time better protect your information.