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OnBase |
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Additional detailed information: |
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What is OnBase?
Imagine a software application that
electronically captures, stores and manages literally every
document generated or received by your company – including
paper, reports, application files, e-mails, and web content.
Imagine this software handles everything you need to do with those
documents – retrieve, revise, annotate, distribute, or post to a
website. Imagine it integrates seamlessly with your ERP, CRM, and
other e-business applications to create a single point of online
access to all relevant information.
Now imagine the benefits of being able to share the full spectrum of information with whoever needs it. The savings that result from eliminating paper and microfilm. The efficiencies that are created by ensuring that your employees never spend another minute locating, copying, or faxing physical files. The innovation that arises from better informed professionals. And the deeper relationships that are forged with better-served customers and partners. As it turns out, Hyland Software imagined it first. OnBase software combines the technologies of document imaging, COLD/ERM, document management, and workflow into a single, enterprise-class application. With the ability to manage any kind of document and to support an unsurpassed range of business applications, OnBase software is much more than document imaging. Redefining Integrated Document Management Developed by Hyland Software, OnBase is a premier offering in a category of software called integrated document management, or IDM. IDM systems manage virtually every kind of document (images, text reports, application files, HTML forms, e-mails, video clips, etc.) as well as every stage of the document lifecycle (creation, input, storage, retrieval, revision and distribution). Most other IDM systems have taken a toolkit approach, providing a set of "building blocks" that include a common front end for interfacing with several separate software packages. OnBase, by contrast, is a single software application that utilizes a single SQL database, a single configuration interface, and a single user interface for all processing and retrieval. This unparalleled level of integration enables OnBase to provide an exhaustive amount of out-of-the-box functionality for building highly advanced document management and workflow solutions. OnBase is built upon a web-based, client/server architecture that leverages the openness and scalability of databases like Oracle™ and Microsoft SQL Server™ to deliver high performance solutions for the department, division or enterprise. OnBase offers users the flexibility of accessing the system through several types of thin (browser-based) clients, a traditional thick client, or even other enterprise applications. OnBase is also completely point-and-click configurable, enabling the rapid deployment of sophisticated solutions without the need for expensive, time-consuming programming. In designing solutions to meet their own unique requirements, customers select from among over 30 separately licensed OnBase modules that provide specialized input, management and output functionality. OnBase customers are thus encouraged to invest in the solution they need today and then incrementally, cost-effectively expand and enhance the system as their needs grow. A User-Driven Design OnBase places paramount importance on the user experience, which it delivers by means of the OnBase Client. All user activity — including document input, retrieval and distribution — is performed quickly, consistently and securely by means of this one interface. The OnBase Client offers several methods of retrieval including Document Type/Keyword Searching, Foldering, Text Searching, Full-Text Searching and Note Searching. The Custom Query feature allows the creation of custom templates for specific, frequently conducted searches. OnBase’s award-winning Cross-Referencing feature enables users to double-click on an open document and automatically retrieve any related documents regardless of data type. With the OnBase Host Application Enabler, users can even initiate a cross-reference by double-clicking within a terminal window running inside of the OnBase Client. OnBase allows customers to decide how to display the search results list and what descriptive information to include. Once a document has been retrieved and opened, the OnBase Client provides many options for viewing (e.g. forms overlay, thumbnails, zoom), modifying (e.g. revisions, mark-up, redaction, notes, electronic signatures) and distributing (e.g. e-mail, fax, print) the document. The Workflow Inbox, where a user views documents and performs tasks relative to a specific operational process, is also located within the OnBase Client. OnBase promotes flexible user access while providing robust tools for administrative control. OnBase can be integrated with Windows NT™ or Novell™ security, and allows the assignment of user rights at the document type, user group, and file format levels. OnBase also offers extensive auditing and reporting tools such as a detailed, analyzable Transaction Log that records every user action system-wide. High Volume Capture of Documents and Data OnBase provides sophisticated mechanisms for the production capture, index and storage of literally any type of document whether on paper or in electronic format. For paper documents, faxes and forms, OnBase gives customers the freedom to select the capture method for their application that optimizes speed and accuracy and minimizes user intervention. OnBase Document Imaging interfaces with Kofax™ and TWAIN compliant scanners to convert paper documents into a variety of standard image formats, while providing several options for distributed capture and indexing. OnBase also stores files generated by third-party imaging and forms processing applications through the use of the OnBase Document Import Processor (for high-volume batch input) and OnBase Archival API (for real-time input). Any image imported into OnBase can be converted into a searchable text rendition with OnBase OCR and then indexed with OnBase Full-Text Indexing. OnBase also handles the increasing volume of documents that are entering the organization in electronic format – specifically as e-mails and HTML forms. OnBase Subscription Server automatically indexes and stores e-mails and corresponding attachments into the OnBase repository based upon such characteristics as sender, recipient, subject and return path. OnBase E-Forms provides a standard means of transmitting and recording routine requests and notifications by allowing users to complete and submit online HTML forms that are instantly available for retrieval and routing. OnBase is equally adept at processing internally produced documents. OnBase COLD captures and preserves transactional business records such as invoices, purchase orders and statements by processing print streams generated by transactional mainframe or client/server applications. OnBase COLD offers optional multi-threaded processing for high performance and built-in support for data mining. Once captured and indexed, documents can be stored on any file server accessible by a driver letter, UNC path, or FTP. OnBase accommodates the storage of documents on hard disk drives and arrays as well as migration to CD, DVD, optical disk and tape. Managing Processes As Well As Documents Much more than a repository for archived documents, OnBase improves the way organizations perform critical business tasks. One way is by sharing documented information among knowledge workers – professionals whose decisions and insights generate innovation and competitive advantage. To this end, OnBase EDM Services provides document management and library services for application documents such as word processing documents, spreadsheets and presentations. This module also allows users working within ODMA-compliant applications to retrieve, edit and save new versions of documents stored in OnBase. Another way OnBase improves an organization’s operations is by codifying and accelerating processes in which work is accomplished. OnBase Workflow is an extremely powerful, versatile module that routes documents and work according to pre-defined rules or ad hoc decisions. OnBase Workflow interacts with other core OnBase modules to create a wide range of automated solutions for back-end operations such as application processing, bill and statement presentment, customer relationship management, records management and report distribution. A completely integrated component of the OnBase system, OnBase Workflow leverages the configuration parameters (e.g. user privileges, document types, keywords) established for the rest of the document management system. As with all of OnBase, OnBase Workflow is entirely point-and-click configurable, giving non-programmers an unprecedented ability to design and deploy sophisticated workflow solutions. An Essential Component of E-Business Organizations are rushing to transform their key business processes by using the Web to communicate with partners, connect with back-end systems, and transact commerce. OnBase complements these e-business initiatives by providing seamless access to the documents that correlate with the data. OnBase offers thin-client implementations that provide web-based document management and workflow without the need to build separate web applications or interfaces. OnBase also provides a robust API for integrating with external applications such as ERP and CRM systems, and has been interface certified for SAP™ inter-enterprise software solutions |
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