Making OnBase & Infor Work Together

Many Infor (Lawson) customers use OnBase to manage the important documents, content, and workflow processes that exist around Infor. Based on our extensive experience using both platforms, here’s our best recommendations for making Infor & OnBase work together for a more seamless solution.

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Transcript

Cailen:
Okay. Hello everyone. Thank you for joining us for the Making Infor and OnBase Work Together webinar. I have few housekeeping items before we get started, all your lines are muted. So please post any questions throughout this webinar in the go-to meeting question panel, and we will make sure we answer those at the end.

You have an upcoming webinar on August 5th for Upgrading Kofax, and also office hours for Microsoft Power Automate on July 17th. Please make sure you go ahead and register for those on our website. If you’d like to see any of the previous webinars, all the recording to be found also on the website.

Just a little bit about myself. My name is Cailen Myers. I am one of the senior consultant here at RPI. I’ve been supporting, designing, implementing anything on base for well over 10 years now. I do specialize in healthcare and EMR and ERP integration. I have a couple OnBase certifications and also a couple EPIC certifications.

And on a more personal note, I am a mom to three Siberian Huskies. And if I have any spare time, I do enjoy baking and scrapbooking. And now I’m going to hand it over to Alan.

Alan:
Hello everyone. My name is Alan Schefers, and I’m a senior consultant here at RPI. I live in California. I like to watch Hockey and read Stephen King novels.

Primarily my work-focus is on OnBase and also any of the Kofax capture and KTM products and a little bit of Yoga. So that’s a little bit about me.

So, for today’s agenda, we’re going to be talking about OnBase by Hyland, a quick and easy overview, integrating OnBase with Infor, OnBase Solutions for Human Capital Management and Finance and Supply Management. And then at the end of the webinar, we’ll answer any of your questions and summarize.

Cailen:
Thank you, Alan. So, most of you have probably heard of OnBase. I’m sure most of you used it or supported it at one time or another, but for those of you that maybe want to refresher or not as familiar with it, I just want to take a few minutes to kind of review OnBase by Hyland.

OnBase by Hyland is a powerful and versatile Enterprise Content Services platform that many of our Infor customers use to capture, process and store enterprise documents and content. With OnBase it’s easier to design solutions that meet any organization’s specific needs. OnBase is modular by design, allowing you to tailor your solution to your exact requirements.

There are six categories for ambiance. Those categories are capture, manage, access, integrate, measure and store. OnBase is the processes and reduce cost by capturing important information into one system. And that’s where the name came from OnBase, “One database.” You can capture, including scanning, fax integration, importing, email integration, email Infor and other processes such as feeds, directory imports, the list goes on. You’re able to manage your data documents and processes with modules such as workflow, Workflow Approval Management, WorkView, which is also known as Case Management, and the Business Rules Engine.

OnBase provides instant access to everyone who needs it with the integration to other applications. Also, you’re able to access the Unity client, Web client, Mobile client, and OnBase client. And then as I mentioned before, there are many OnBase integrations for existing ERP, EMR, CRM systems, and many more. You’re able to measure your processes and system performance with Business Activity Monitoring, Reporting Dashboards, Logs and diagnostics Console.

And lastly, OnBase securely stores, protects and destroys your information using things like NT or LDAP authentication protocols, Infor keywords and Document Retention Policy. A little bit about OnBase with Infor, there are several Integration options for changing data and content in order to automate workflows and reduce manual transcriptions of processing. So, let’s take a look at some of these.

We have things like OnBase Custom Script, as well as Web Services Publishing. Web Services Publishing facilitates point-and-click creation of standard web services that provide access to OnBase functionality for external users and third-party application. And this is a no-coding interface. Web Service Publishing opens the door for many organizations to create data-level integration between OnBase and critical business systems. With the Web Service Publishing, you can do keyword maintenance, electronic forms, workflow and document import, and then of course you have your custom scripting. So, you can write any type of API to do pretty much anything that you need with your other applications.

Another Integration point would be Application Enabler. Application Enabler provides a way to seamlessly integrate an organization’s for line-of-business application with OnBase. The configuration is point-and-click. Application Enabler improves employee efficiency by getting the users the information they need faster and in the context they needed. With Application Enabler users can perform the task they need directly from their line-of-business application. So, a couple of things the Application Enabler can do, I did not list them all, is retrieve, index, form creation, OCR, compose documents.

But I actually wanted to jump into our live system here and keep your fingers crossed and provide a quick little demo.

So, I have our Infor screen open. Very basic, just in HR11 screen, but just wanted to show a couple of things that we’ve set off and some things you can do within your organization using Application Enabler. If I had ‘F8’ on my keyboard, this will open up with my document hit list. So, I configure the screen to find a couple of different employee documents in the system, and I can see what’s going to blink, to this employee here I have open on the screen.

Okay. If I do ‘Shift’, I do get a message that I don’t have any folders configured for the screen, but I could open up an OnBase Folder File Cabinet at this point. ‘Shift+View’ on my keyboard, it does open up OnBase Unity Form. This was just a basic one, but of course you can open any of your OnBase Unity Forms that you configure it in your system.

Again, this is all live and clicking these buttons as I speak to you guys. And then ‘Shift’, Oh, it allows me to actually upload the document into OnBase. So, I am being prompted here to select the document site that I want to upload. So, I’ve drafted a few documents to be allowed to be imported from OnBase with the Lawson screen. I can select any of these forms. Hit ‘Okay’. I could then browse to a location on my desktop and select the file, or if I had a scanner or a camera attached, I could use the ‘Acquire’ button to go ahead and take that image. And then you’ll notice that OnBase did capture the Employee ID Number because I have it configured to read off the Infor screen for me, but I could also, of course, index any of these other fields.
Let me just go back to our slide here.

So, I’m not going to go through these slides with the demonstration and they just provided a live one, but just a couple of different things, like I said, the Application Enabler can do for you.

One thing I did not show that I did want to mention, is there is an easy-to-live retrieval option. What that does is when you have it turned on, it does add this paper, document icon with an exclamation mark, with a number, here in the corner, to let you know how many documents on the screen are in OnBase. So, with looking at this, for example, is 80/20 screen. I have a configured it to look at an invoice number and it’s finding in OnBase that I have four related documents.

So, this is a really nice visual for some of your users. If you don’t want them to do a Control, Shift option or any other keyboard function. There also is this ‘Image’ button, so you can configure button on your Infor screens to launch the OnBase application as well, again, if you don’t want to have to remember some type of each stroke.

Another Integration would be the Enterprise Integration Server also known as EIS. This does connect business systems to OnBase, providing reliable real-time data exchange, utilizing Microsoft desktop. With this module, you’re able to update OnBase document with another data, update a line-of-business applications. So that gathers data from OnBase and sends it directly to the Line-of-Business, the application. You can update Auto-Fill Keyword Sets OnBase, and then you can also create E-Forms from your Line-of-Business, the application, for OnBase.

And last but not least, we do have Yoga Connect. So, Yoga Connect is an RPI product. Yoga Connect is a tool set that standardizes API interactions between important enterprise business applications, like your ERP system, so Infor, ECM systems, like perceptive content, OnBase, and then business processes, automation solutions like Kofax or Agility and ReadSoft Online.

So, with Yoga Connect, you can quickly and easily deploy the dynamic API for real-time data integration of financial, human resources and other fruitful administrative or operational data, giving users and leaders access to information faster.

So, let’s take a look at using OnBase with your human resources department.

So, one solution for this would be forms. Forms are great when it comes to onboarding a new staff. So, with OnBase, you can create unity forms. These would be forms that your organization has created and would already