Features and Benefits:
Capture information from almost any source
Regardless of format or location, OnBase captures documents and extracts necessary information, automatically sending it to all relevant systems. It then organizes them into a single system with minimal human interaction — removing tedious and error-prone manual data entry.
With OnBase, users can take advantage of powerful multi-channel capture capabilities:
- On-demand and batch scanning paper documents.
- Importing electronic documents and information.
- Extracting data directly from documents and sharing it with other systems.
Automate processes across the enterprise
OnBase helps decrease processing time, reduce errors and increase employee productivity by optimizing processes. Following specified business logic, OnBase can automate predictable tasks while delivering exceptions and decisions to the right people, at the right time. OnBase sends notifications, enable approvals from
mobile devices and load balance important work — increasing efficiency and keeping processes flowing.
OnBase contains a toolkit for process automation:
- A highly configurable workflow engine that includes a variety of built-in rules and actions to automate complex business processes.
- Customizable forms enable tailoring a form’s look, feel and functionality, including strategic options like required fields, data validation and calculations with instant results.
- 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
OnBase simplifies case management by managing all the data, tasks, documents, processes and collaboration surrounding unstructured cases — like contracts, service requests, investigations and incidents — in a single solution. Whether users are working on a contract, a project or an incident, OnBase provides a complete view of the case and all the related information required to drive towards a resolution. With OnBase case management capabilities, users can spend less time on paperwork and more time on delivering customer value. At the same time, OnBase also increases visibility across all cases — equipping you to monitor completion, make improvements, standardize best practices and increase effectiveness over time.
Enable comprehensive content management
With OnBase, users can organize, manage and optimize critical content
originating across departments, providing users with a complete view of the information they require, when they need it.
Leverage OnBase content management capabilities to:
- Work digitally with business content, regardless of format and where the content currently resides.
- Empower users to easily search for documents while leveraging digital folders and file cabinets to keep content organized.
- Effectively handle revisions and versions to ensure users access the most current content.
- Use notes, markups and electronic signatures, supporting effective collaboration and streamlining processes.
- Provide a complete audit history of actions taken on key content for compliance.
- 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, administrators can replace aging database applications while filling in the functionality gaps that exist between user line-of-business systems. Administrators 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.
Integration with key systems
OnBase integrates with key applications via a variety of integration options:
- Purpose-built integrations: Seamlessly feed information and documents between OnBase and other applications with pre-built 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 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 applications. By integrating applications at the data-level, this ensures that the data across all your systems are consistent and up-to-date.
Monitor and improve processes
OnBase provides users, administrators and auditors with the dashboards, logs and reports they require to have accurate and timely insights into the status of processes, the completeness of records and the health of the system. Easily configurable reporting not only provides visibility into processes but also helps identify
missing, aging or expired content, and 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 the system:
- 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 data at rest, in transit or in use, making it unusable to attackers in case of a breach.
- Redundant configurations support business continuity and disaster recovery programs, and reduce or mitigate the impact of natural disasters, ransomware and DDoS (Distributed Denial of Service) attacks.
OnBase also helps meet compliance requirements by standardizing and automating data handling processes, and by securely storing, protecting and destroying information in accordance with applicable regulations.
