OnBase

Document management platform that

  • Stores and organizes documents
  • Automates business processes
  • Integrates with other applications to provide easy access to essential information whenever and wherever you need it.

What does OnBase do?

DOCUMENT MANAGEMENT

Centralized storage, organization, and retrieval of documents. Version control, indexing, and search features to streamline document management.

WORKFLOW AUTOMATION

Document routing, approvals, notifications, and task assignments.

INTEGRATION

With various business applications and systems, enabling seamless data exchange

Use case by Department

Comprehensive workflow system designed to streamline and automate the entire invoice processing cycle. It provides a structured and efficient approach to managing vendor invoices, from their initial receipt to the final payment and archiving.

Automates HR processes, digitizes employee documents, and improve compliance through workflow automation, employee self-service, and robust reporting capabilities.

Legal & Compliance

Captures, stores, and manages the entire contract lifecycle on a secure platform, providing full visibility into all stages from drafting to approval. It ensures easy access to legal documents, streamlines legal operations, and automates compliance checks to meet regulatory requirements.

Benefits of OnBase

INTEGRATIONS AND CONNECTORS

Numerous prebuilt, plug-and-play integrations with systems like Microsoft Outlook, ERP, CRM, HR, and finance applications.

CUSTOMIZABLE

Flexibility ensures that OnBase can adapt to various business processes and workflows, accommodating unique organizational structures and preferences.

LOW CODE

Configuring and customizing the platform typically doesn’t require extensive programming experience. Non-technical users can easily configure workflows, document management rules, and user interfaces, reducing reliance on IT resources and speeding up implementation.

SCALABLE

Whether an organization is small or large, OnBase can accommodate its needs. Adding additional users, departments, or functionalities is relatively straightforward. This scalability reduces the need for costly system replacements or major overhauls as the organization expands.

Available in the Cloud

The Hyland Cloud is a reliable and secure hosting platform that was purposefully built for content and information management, and continues to evolve to support your information management needs — today and into the future:

MATURE PLATFORM

Delivering content services in the cloud since 2004 and serving more than 1K customers today.

DEPENDABLE performance

With 99.99% availability of data, thanks to our aggressive data redundancy and backup protocols.

Reliable and scalable

Content services with more than 12 billion documents managed in the cloud

PROTECTED

By layers of security including platform architecture, robust identity and access management controls, data center security, and data encryption at rest, in transit and in use.

Get in touch with us


our Contact information

860.799.4801

contact@SavvySource.net

What does OnBase do?

Document Management

Centralized storage, organization, and retrieval of documents. Version control, indexing, and search features to streamline document management.

WorKflow Automation

Document routing, approvals, notifications, and task assignments.

IntegratIon

With various business applications and systems, enabling seamless data exchange

What does OnBase do?

DOCUMENT MANAGEMENT
Centralized storage, organization, and retrieval of documents. Version control, indexing, and search features to streamline document management.

WORKFLOW AUTOMATION
Document routing, approvals, notifications, and task assignments.

INTEGRATION
With various business applications and systems, enabling seamless data exchange

Benefits of OnBase

Integrations and connectors

Numerous prebuilt, plug-and-play integrations with systems like Microsoft Outlook, ERP, CRM, HR, and finance applications.

Customizable

Flexibility ensures that OnBase can adapt to various business processes and workflows, accommodating unique organizational structures and preferences.


Low Code

Configuring and customizing the platform typically doesn’t require extensive programming experience. Non-technical users can easily configure workflows, document management rules, and user interfaces, reducing reliance on IT resources and speeding up implementation.

Scalable

Whether an organization is small or large, OnBase can accommodate its needs. Adding additional users, departments, or functionalities is relatively straightforward. This scalability reduces the need for costly system replacements or major overhauls as the organization expands.