OnBase Services
As an authorized solution provider that has partnered with Hyland, Savvy Source offers a range of services related to OnBase.
Services To Power Your Success
You don’t have time to chase down documents or wait on approvals. We tailor OnBase to fit the fast-paced, boots-on-the-ground rhythm of construction, keeping your operations smooth and your projects moving.
Workflows that Work for You
We design and build tailored OnBase workflows that mirror how your teams actually work, from the field to the office. By reducing manual steps, automating handoffs, and tightening up visibility, we help you save time, cut down on errors, and move projects forward faster.
We Upgrade. You Keep Working.
System updates shouldn’t slow you down. We handle your entire upgrade process from assessing risks and planning, to testing and post-deployment support. Our goal is to keep your OnBase system current, secure, and running smoothly without disrupting daily operations.
Your Systems, Finally Connected
Your systems should talk to each other. We integrate OnBase with your ERPs, CRMs, vendor portals, accounting tools, and more so your data flows freely, documents are where they need to be, and your teams aren’t stuck copying information between systems.
Certified Help When You Need It.
When you’re short on in-house OnBase talent, we’ve got your back. Our certified experts can step into your team to handle admin support, workflow development, troubleshooting, or project execution whether you need help for a few weeks or a few months.
We Own It. Start to Finish.
Got a project that needs doing? We take ownership from scoping through delivery building out full OnBase solutions that are structured, tested, and deployed on time and within budget. We handle the details so your team can stay focused on operations.
Smarter Plans. Stronger Systems.
Make smarter decisions with the right guidance. Our senior solution architects help you plan the long game reviewing your current setup, identifying what’s holding you back, and laying out a roadmap that ensures your OnBase investment pays off long-term.
Certified By
We’ve spent over 15 years helping construction teams get more out of OnBase. As a Hyland Authorized Solution Provider, we support your staff, fill gaps when people leave, and keep your systems running smooth. Whether it’s project consulting, OnBase Upgrades, or Strategic Advisory, we know the work, and we’re here to help you do it better.
Upgrading To OnBase 25.1
Watch this recorded webinar to learn why upgrading matters, the advantages of moving to OnBase 25.1, and resources that make the upgrade process smoother, from technical forms and the Upgrade Center to best-practice workshops.
The last two upgrades have gone smoothly. Each one gets a little easier. Larry has been instrumental is ensuring the documentation and upgrade files are available when needed. Much better than how upgrades were previously handled.