OnBase structures the organization of documents through the use of document types and document type groups. These conceptual repositories enable organizations to breakdown content into easily definable, truly manageable groups. Centralized and de-centralized storage and redundancy is offered to ensure that content remains secure and accessible across multiple locations.

To ensure ease-of-use, OnBase places chief importance on the user experience. All user activity is performed quickly, consistently and securely through a single thin or thick client interface. The modular nature of OnBase opens up realms of functionality for automating critical business processes. Integration with enterprise and line of business systems erases the borders between applications and empowers users to create, access, cross-reference and process content across multiple hardware and application software environments using a few simple techniques.

Increase Productivity By Reducing Manual Processes

The OnBase Business Process Automation modules provide functionality that increases productivity by reducing manual processes. By creating flexible yet robust automated business processes with OnBase, organizations of all sizes can realize the following benefits:

Reduced labor requirements by eliminating tedious manual processes such as distributing items through inter-office mail.

Greater consistency in applying business rules and procedures by limiting users’ ability to go outside of the accepted system.

Support for compliance initiatives due to greater control and easily accessible audit trails.

Increased accountability through administrator visibility into past activities and current status.

Higher productivity results in increased throughput/reduced cycle times.

Provides real-time visibility to the status and results of your Workflow solution with Business Activity Monitoring.

Designs and simulates multiple process models for optimal results with Business Process Modeling.

Lets users generate access reports as needed to easily identify and analyze process trends with Report Services

The OnBase Business Process Automation Scenario

In a typical scenario, e-Forms are used to kick off automated Workflows that drive business processes that can range from straight through processing of an invoice, approval of a loan package, creation and review of an insurance underwriting file and much more. Decisions can be automated entirely through point-and-click configuration of system business rules, or users can be asked to make decisions based on the documents or forms presented to them. E-Forms and Workflows can also be generated directly from a line-of-business application (e.g., ERP, CRM or other information system) integrated with OnBase through Application Enabler.

WorkView is used to create multiple views of these processes, including those that involve governance, risk and compliance, and can be used in conjunction with Workflow to create highly collaborative environments from which to monitor, manage and track all interactions around a business process, including human interactions.

Integration for Microsoft BizTalk provides a front end solution for business processes that use BizTalk to reconcile data existing in multiple line-of-business applications but also require a user interface in order to expedite the business process. The forms creation capabilities of OnBase from BizTalk data can automatically procure required documents using information that already exists in other systems, as well as facilitate workflows that require documents and user decisioning. Documents and keywords can be shared back out to the BizTalk environment for the benefit of other applications, keeping disparate business applications up-to-date with a greatly reduced dependence on manual updating of duplicate data to multiple applications.

Throughout these processes, the Digital Signature and Signature Pad Interface provide the ability for approvers or applicants to sign documents within OnBase, either electronically or physically. As a result, organizations have an additional layer of validation and accountability to complement the enhanced efficiency and effectiveness of an automated solution.