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.

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, Workfl