OnBase Services

As an authorized solution provider that has partnered with Hyland, Savvy Source offers a range of services related to the sale and support of OnBase products and solutions.

Product Consultation

We work closely with customers to understand their unique business requirements and challenges. They provide expert guidance and consultation on how OnBase can be effectively utilized to address specific needs, improve processes, and enhance productivity.

Implementation Services

We offers implementation services to ensure a successful deployment of OnBase within the customer’s organization. This may include installation, configuration, and customization of the software to align with the customer’s business processes and workflows. We work closely with the customer to define project goals, timelines, and deliverables, ensuring a smooth transition to OnBase.


Savvy Source helps customers integrate OnBase with their existing systems and applications to enable seamless data exchange and process automation. We have expertise in integrating OnBase with various enterprise resource planning (ERP) systems, customer relationship management (CRM) software, human resources systems, and other third-party applications to optimize data flow and enhance efficiency.

Training and User Adoption

We provide comprehensive training programs to empower users with the knowledge and skills needed to effectively utilize OnBase. We offer customized training sessions tailored to different user roles and responsibilities, ensuring that employees can maximize the benefits of the system. This includes training on system navigation, document management, workflow automation, and other OnBase functionalities.

Ongoing Support and Maintenance

We offer technical support services to address any issues or questions that arise during the usage of OnBase. We assist with troubleshooting, resolving software-related problems, and providing guidance on best practices. We also keep customers informed about software updates, patches, and new releases, ensuring that their OnBase environment remains up-to-date and secure.

System Optimization and Expansion

Savvy Source helps customers optimize and expand their OnBase deployments as their business needs evolve. We provide recommendations on system performance, scalability, and additional functionality that can further enhance productivity. We work closely with customers to plan and execute system upgrades, migrations, and expansions to accommodate growing requirements.


OnBase is a comprehensive content services platform developed by  Hyland. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry line of business applications, supporting critical content and process solutions. With repeatable industry solutions, OnBase provides the capability to intelligently automate your business processes so your team can focus on higher value work without the need to build costly customized solutions


Hyland is a leading content services provider that enables thousands of organizations to deliver better experiences to the people they serve. With more than 4,000 employees around the world, Hyland is widely known as both a great company to work for and a great company to do business with.