Overview of OnBase by Hyland Modules and Features

The OnBase platform by Hyland is a large and sophisticated Enterprise Content Services (ECS) platform that shares many of the same features and capabilities as other ECM platforms, such as Perceptive Content (ImageNow). However, OnBase takes a step beyond typical ECM platforms and provides a wide variety of productized modules and features dedicated to specific industries and solutions.

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Pitts P.:
Hello everyone. Thank you for joining and welcome to Webinar Wednesdays at RPI. We host these webinars every first Wednesday of the month, and today we are the last presentation. You can register for our April webinars now at rpic.com/webinars, including mine, which will cover health care solutions and integrations for next month. A few housekeeping items before we get started. This webinar will be recorded, and sent out to all the attendees when it’s been posted. You can watch this webinar recording, and all of our other webinar recordings online at rpic.com/webinars. You can also suggest topics for future webinars online. And we also have a moderator standing by to take your questions, which you can ask at any time during the presentation.

James Cho:
Hi. My name is James Cho. I am a lead consultant here at RPI Consultants. I have eight years of Perceptive Content experience. I am a certified OnBase installer. I have extensive experience in manufacturing, health care, and back office solutions. And I love my rescue pit bull Coco.

Pitts P.:
And for those of you who don’t know me, my name is Pitts. I am a senior solutions architect here at RPI with about six years of experience working with Perceptive Content. My experience is pretty much only in the clinical healthcare space, working with their products and solutions there. And I love my Pomeranian Tofu.

So, today what we’re going to be covering is OnBase modules and features. It’s a pretty simple agenda. We’ll talk a little about what RPI does, and who we are, go over the selected OnBase modules and features that James and I have highlighted, and then at the end we’ll do a quick considerations and questions, where you guys can just ask all of the questions that you want.

James Cho:
So RPI Consultants is a comprehensive professional services organization with over 18 years’ experience designing, implementing, and supporting ERP, ECM, and advanced data capture solutions. RPI has over 80 full-time consultants, project managers, and technical architects supporting clients using a variety of different products and solutions, including Perceptive Content (ImageNow), OnBase and Brainware by Hyland, Kofax, and Infor Lawson. Our teams have helped clients install, upgrade, and optimize software solutions using these platforms and more in almost every industry.

Pitts P.:
All right. OnBase modules and features. As most of you know, OnBase is an ECM platform designed to house all of your content. It’s supposed to serve as a repository for all of this unstructured content. Hyland has productized many modules and features in order to support specific industries and solutions, eliminating the need for any custom development.

So here, James and I have selected a handful of features and modules that we wanted to go over. There are hundreds of modules and features that Hyland offers. But these are kind of the ones that we would like to start with as our first webinar. There are a lot of agnostic ones, such as the directory import processor, and even some solution-specific ones, like our integration for Epic. So let’s get right into it.

James Cho:
So getting documents into your ECM is usually the first step. This is normally done via scanning or if the document is already digital, then an import interface is usually configured. Document Import Processor, also known as DIP, provides the ability to automatically import, classify and index high volumes of documents regardless of electronic cloud type and their native file formats. This is similar to Perceptive’s import agent, but offers more robust index capabilities such as external database look-ups based on existing key word data, scheduling jobs to run up hours, and also email [inaudible 00:03:41].

Once you get the documents into OnBase, indexing the data is the next step. There are different levels of automation to accomplish this, and one of the more simple ways to do this is Interactive Data Capture. It’s an OCR-based indexing tool that’s assist users that are manually indexing documents, usually in a scale-like type situation. While indexing a batch of image documents, instead of typing out every single value in the document, users can click on the value on the image, and it will populate the key word. It also has type ahead features, so when a user starts typing in a vendor name or invoice number, OnBase will find it on the page to quickly index the document.

A level above interactive Data Capture would be Advanced Capture. It is another automated OCR solution that allows templates to be set up to OCR documents and index them. If you’re familiar with Brainware’s Learnset capabilities, this is very similar, although not as thorough. If you have a solution that has documents that look the same, such as HR onboarding or invoices from high volume vendors, you could set up Advanced Capture to identify, read the document, and index it with drag and drop configuration that do not require any complex development, and the added benefit of processing an unlimited number of documents. As most of you know, Brainware licensing is done by page counts.

Screenscraping is another way of indexing data when you have a business application like an ERP that has already master record of data. Application Enabler provides complete interaction between a business application screen, and the related documents in OnBase. User can operate real-time note click display of documents associated with the Enabler screen for access documents and processes with a simple mouse click. Business systems that can be configured without custom programming, scripting, or modifications … ap