Enterprise content management (ECM) systems are crucial for workflow efficiency. With solutions like Hyland OnBase, organizations can leverage various features to optimize their content management processes. They can collaborate, stay ahead of analytics and reporting, and simplify records management.
With Reveille for Hyland OnBase, companies can gain complete control and visibility over their ECM performance and stay one step ahead of errors, issues and data breaches.
This article explores the role of enterprise content management systems and the critical features of OnBase for workflow optimization.
Table of Contents
- The Role of ECM in Modern Enterprises
- Key Features of OnBase for Improved Document Management
- Get Reveille for Hyland OnBase Workflow Optimization
The Role of Hyland OnBase on ECM in Modern Enterprises
By integrating Hyland OnBase, businesses can leverage the following advantages for their ECM infrastructure.
Struggling to get the most out of Hyland OnBase? We put together a list of the best practices to help you maximize the capabilities of this ECM platform.
Greater Efficiency
Through capabilities such as workflow automation, OnBase helps organizations maximize efficiency. They can replace repetitive manual tasks with automated processes that are more accurate and offer quicker delivery. With fewer manual errors, businesses can invest more resources and focus on streamlining their operations.
Large companies often have highly complex business processes that require the involvement of various departments, making solving bottlenecks and deploying automation critical.
Hyland OnBase can automatically route documents to the correct users for electronic signatures. This solution will automatically capture and classify documents based on a business’s predefined criteria.
Improved Data Security and Compliance
Hyland Onbase includes many tools to provide better security for the processes involved in how businesses scan, classify, store, and capture documents. The platform implements measures to safeguard key data against data breaches and phishing attacks, working to maintain compliance and ensure companies satisfy industry regulations.
With Reveille’s compliance tools for ECM platforms like OnBase, organizations don’t have to consider manually handling compliance.
Reveille monitors the ECM environment in real-time and automatically sends security alerts when compliance thresholds are violated. Our agentless monitoring tools make it quicker and easier for companies to detect potential security threats before they evolve.
Enhanced Cost-Savings
Manual data entry, storing paper documents, and handling an ad hoc workflow expose companies to errors, which becomes costly in the long run. When manually handling these processes, organizations risk scanning the wrong data, misplacing paper records, or not responding to unexpected situations. Hyland OnBase solves these problems and helps companies maintain a healthy bottom line.
With robust automation capabilities for document management, data security, collaboration analytics, and reporting, businesses can reduce manual errors and save money. In addition, teams can focus on more high-value tasks to increase revenue.
For example, the sales team won’t have to manually send each customer application to the insurance company’s auditing department. Instead, OnBase can automate this workflow and route documents to the correct users for approval, allowing the sales team to focus on sales.
Optimized Customer Satisfaction
If businesses improve the efficiency and productivity of their internal processes, they can deliver quicker turnaround times and improve customer satisfaction. Hyland OnBase makes collaboration between internal and external departments more accessible. In other words, organizations can do this effortlessly if they rely on external parties to help them deliver products or services to their customers.
However, if the system is not optimized, OnBase can experience downtimes. Reveille’s proactive monitoring mitigates this and tracks critical metrics, including server, site, and system performance. Reveille will deploy automated remediation if it detects any red-level issues and solves them before they arise.
With these capabilities, businesses can rely on a smooth-performing ECM environment and maintain a positive customer experience.
Digital Transformation
Adopting ECM systems is a significant aspect of digital transformation for established organizations that handle high volumes of documents. A modern ECM system helps enterprises stay competitive, ease the burden of increasing workload, and help them maintain visibility in their document management operations.
With Reveille’s agentless monitoring, enterprises can embrace digital transformation beyond implementing ECM systems. Our platforms provide the resources organizations need to fully leverage the benefits of ECM platforms like OnBase and stay ahead of how they perform.
Key Features of OnBase for Improved Document Management
These are the critical features of Hyland OnBase for optimized document management.
Case Management
OneBase provides all the tools enterprises need for end-to-end case management. This software integrates with corporate systems to streamline business processes for scanning, classifying, storing documents, and managing emails. Organizations can configure approval workflows and eliminate repetitive tasks with no manual intervention. OnBase also delivers compliance tools for case management specific to industry requirements.
Combining this feature with Reveille’s compliance capabilities ensures that all OnBase processes meet industry standards. Businesses don’t have to manage compliance manually; Reveille automates it, making it more straightforward.
Collaboration
Collaboration is a crucial aspect of ECM business software, and OnBase delivers robust features for secure document sharing. Teams can effortlessly share content with internal and external users while leveraging version control tracking for complete transparency. In addition, this fosters accountability within content management teams, as they can pinpoint specific users who have modified content.
OnBase also provides automated notifications and tasks for collaboration. Users will receive an alert when documents have been shared with them and will be required to take action. Likewise, OnBase will notify them when tasks are assigned to them, maintaining a streamlined workflow.
Reporting and Analytics
Enhancing business process management can provide organizations with in-depth reporting and analytics. Enterprises can track their needed metrics through interactive dashboards to make data-driven decisions. OnBase monitors real-time content performance and provides audit trails for content-related activity. In other words, organizations have enhanced visibility into their ECM workflows and how to improve them for greater efficiency.
With Reveille’s ECM integration, enterprises can track over 30 critical OnBase metrics, offering insights into user activity, server, site, and system performance. This goes beyond monitoring content processes and allows organizations to understand their ECM infrastructure.
Automated Multichannel Capture
Regardless of which source content derives from, enterprises can effortlessly capture and process business data. In other words, content teams do not have to capture and classify documents manually—these are automated processes. OnBase automatically classifies and verifies data, making it available immediately.
Organizations can set custom configurations for data verification to ensure OnBase captures and classifies data accurately. They can set unique parameters for automated data verification, making it easier for OnBase to understand data and correctly store it.
Retention and Records Management
Handling retention and records as a single business process is tiring enough, forgetting that enterprises have multiple other workflows to maintain. If teams manually manage records, it can be challenging to remember when to return to these documents and which workflows apply to specific documents. They must manually work through each record and dispose of, redirect, or store them. These processes are time-consuming and expose content management lifecycles to manual errors.
Instead, Hyland OnBase automates retention and records management. Custom events trigger the retention cycle, which depends on how businesses configure retention plans, cutoff times, and destruction options.
Low-Code Application Development
Hyland OnBase supports low-code application development, simplifying how organizations design, develop, and deploy applications. This feature makes the application development work process quicker and easier to manage while helping enterprises improve their digital agility. This approach to application development leverages platform-based visual elements, including checkboxes and drop-down menus, to develop and adjust business applications.
Organizations can leverage OnBase’s low-code application development through the WorkView framework. WorkView offers an integrated screen designer for complete view customization and screens for users. It automatically captures history and event logs for an entire audit trail and a permanent record of all activities and interactions. There are many use cases for WorkView, including human resources (HR), legal and compliance, accounting, and finance.
Get Reveille for Hyland OnBase Workflow Optimization
Hyland OnBase is an ECM platform for workflow automation and greater productivity and efficiency. With ECM solutions like OnBase, businesses can improve data security, enhance cost savings, optimize customer satisfaction, and embrace digital transformation.
OnBase delivers a robust suite of features to offer these advantages. Organizations can access case management, tools for collaboration, reporting and analytics, retention, records management, and low-code application development.
With Reveille’s proactive monitoring tools, enterprises can gain complete visibility and control of Hyland OnBase. They have all the solutions they need to ensure their ECM environment operates optimally.
Ready to automate your ECM workflow? Contact us for a Reveille demo.