Onbase Mobile & Kofax Mobile Capture Software

The drive for mobility is part of the business technology agenda for most companies today. In a business, more types and complexity of information are needed. This ranges from capturing documents and data, providing access to documents and data in addition to initiating and processing transactional data.

The use of mobile devices such as tablets and smartphones make it easier than ever for workers to collaborate and businesses to communicate with staff, customers, and vendors. These devices change the way your company does business. They lead to new ways of working and can make your organization more efficient and more creative thus leading to increased productivity profitability. Below are some of the key uses of mobile technology in the business environment where information can be captured, stored, retrieved and processed quicker than ever believed.

Kofax Mobile Capture

The Kofax Mobile Capture Platform turns smartphones into information capture devices. With the Kofax Mobile Capture, organizations can improve customer service and accelerate transactions across all lines of business while driving greater revenue.

Patented information capture and image processing technology running on the device automatically extracts and validates information from photos and videos taken from a smartphone or tablet, eliminating the need for users to manually enter information. The proven, open platform can support virtually any capture device and advanced analytics provide full visibility into every transaction in and out of process to enhance the user experience. Now is the time to extend the power of your processes via mobile apps to simplify and accelerate interactions such as onboarding customers, opening new accounts, submitting insurance claims, paying bills and making remote deposits.

As mobile adoption continues, deploying a mobile capture technology that can be leveraged across many different areas of your business is essential. The open Kofax platform, equipped with advanced customization and configurable tools, gives organizations the control to meet customer demands and can build a wide variety of mobile engagement solutions. Mobile-centric businesses can interact with a company’s core systems, so more services can be delivered in real-time whether you are a customer or an employee.

Some core features of Mobile Capture are:

  • Leverage a single platform to control image processing, data classification and extraction, validation, business rules, exception handling and more.
  • Gain full visibility with advanced analytics.
  • Promote self-service empowering customers and employees with the ability to interact with your businesses systems.
  • Consistent platform to build and deploy customer and employee solutions such as bill pay, remote deposit, customer onboarding, mortgage origination and new account openings.
  • Eliminate data entry with automatic data extraction from documents captured as a photo.

OnBase Mobile Content Management and Workflow

OnBase users are truly freed from their workstation. OnBase makes your content available to the people who need it wherever they are from almost any device. The OnBase mobile modules allow users to participate in any workflow process in addition to searching and viewing documents, creating new eForms to initiate workflows as well as uploading and indexing documents.

Quick access to the workflow keeps important documents and tasks moving through the system, regardless of where the approver is. OnBase Mobile takes workflow and content management global with decisions happening in seconds instead of hours or days. Users can now perform familiar or repetitive tasks without accessing the full workflow interface. Your existing mobile device investments can be easily leveraged with out-of-the-box OnBase access.

OnBase Mobile talks in real time with the OnBase application and provides users with all the tools (data, tasks and documents) required to process any transaction or document. The documents and data are secure versus being unsecured email attachments thus enforcing the security just as if the user was in the standard OnBase interface.

OnBase takes mobility a step further, providing offline access to those who need it. Take documents like contracts, process documentation and employee handbooks offline on your iPad to read when you have the time, without relying on an internet or network connection. With the OnBase Briefcase, field workers have access to all the information they need, without any connection back to the office. They can retrieve, create and update documents, complete forms and upload photos all while offline. Once they’re back online, OnBase automatically synchronizes and reconciles all changes so your information stays up to date.

Mobility isn’t only about having quick access to information while on the go – it’s also important that this same information is instantly accessible when users are back in the office. OnBase seamlessly integrates the same processes, documents and data with the applications they use most, whether that’s Microsoft Outlook, the ERP system or any line of business application. When a mobile worker lays down their device and log on to the network and the applications they use every day, they can pick up right where they left off. Wherever you work – in the office, onsite or on a plane – OnBase comes with you, allowing work to continue no matter where you are.

OnBase Mobile allows users will benefit from:

  • Seamlessly integrate mobile devices into existing mission critical workflow processes giving users access to their step in the process directly on their mobile device.
  • Convenient search capabilities to access documents from anywhere
  • Document navigation capabilities to view, zoom, rotate and navigate multi-page documents
  • Other on-document functionality, including viewing document keywords and adding, viewing, editing and deleting notes
  • Upload and index new documents or create new eForms – both of which can get injected into workflow

Though smartphones remain the most popular mobile portal, the tablet is quickly catching up. Hyland joins a growing number of companies helping turn the tablet into the next indispensable business accessory. Why? Evolved touch-screen, mobile processor and solid-state memory technology, coupled with access to the company’s software as a service platform, or “the cloud,” turns the tablet into a productivity powerhouse.

OnBase has written applications for the following devices/operating systems:

  • OnBase Mobile for iPad
  • OnBase Mobile for Blackberry
  • OnBase Mobile for iPhone
  • OnBase Mobile for Windows Phone
  • OnBase Mobile for Android

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