OnBase Workflow Automation Management Tool

Ever thought about how much time and money you spend waiting for information? Manually routing data and documents in and out of your organization is not just expensive – it’s risky. The workflow management tool in OnBase can help. Tasks that require an army in a paper-based world can be completed quickly and easily by a small team with Workflow.

OnBase enables organizations to significantly decrease document processing time, increase staff productivity and improve input, storage and retrieval accuracy. A robust workflow engine and document routing system empower organizations to process work faster and more efficiently. With an intuitive set of point-and-click configurable rules and actions, you can automate and optimize key processes without the need for costly, time-consuming custom coding.

By providing automation and process management capabilities, OnBase:

  • Facilitates business transaction processing by presenting all related documents and data to the user
  • Optimizes business processes by providing a framework of rules to efficiently route electronic documents and data
  • Promotes accountability by providing detailed auditable history to monitor security and employee performance
  • Enforces consistent business practices, reducing process variance and associated risk
  • Improves customer service by ensuring higher quality processes and faster turnaround times
  • Reduces costs by freeing staff from low-value, manual tasks
  • Offers flexible deployment and access across multiple interfaces and line-of-business integrations

Workflow Automation

OnBase delivers greater efficiency and productivity through business process automation with a robust workflow engine. A rich set of point-and-click configurable rules and actions allows business processes to be quickly automated with no need for custom programming. When documents are received they trigger processes, accelerating the business cycle. Documents are automatically routed to the right workers, eliminating transit delays. Workers are notified of pending tasks, allowing transactions to be prioritized. Decisions are made with confidence, informed by easily accessible supporting content.

Dynamic Approval Processes

OnBase accelerates document approval processes by allowing business users to configure rules to evaluate documents and dynamically assign approvers. Ad-hoc approval assignments can also be made on the fly, and approvers can delegate their own assignments when unavailable or out of the office. Organizations can leverage approval hierarchies from existing business systems to automatically manage assignments, no custom development required.

Electronic Forms

OnBase simplifies the creation of electronic forms for data input. Without any HTML or programming knowledge, you can create forms with advanced functionality in a matter of minutes. Features such as required fields, data validation, calculations with instant results, and the customization of the form’s look and feel can all be configured in an easy-to-use form designer.

With OnBase, all your forms can:

  • Instantly be available online once submitted
  • Automatically be validated for accuracy and checked for completeness at the point of entry
  • Automatically be routed to the right place
  • Trigger business processes upon form submission
  • Eliminate paper problems, improve information accuracy and expedite processes for your users and customers

Business Activity Monitoring and Dashboards

OnBase provides reporting dashboards that deliver instant visibility into the health of your system and your business – from the real-time status of business processes to who is owning tasks and how long they will take. Identify opportunities for improvement and quickly respond to changes in process performance. Equip users to create and share dashboards—highlighting business data most important to them – without the need to engage IT resources. Dashboards present data in a variety of formats including charts, graphs, scorecards and maps. Interactive features then allow users to easily monitor performance and analyze trends in real-time.

Automated Notifications

Notify users when they need to be involved in critical business processes, without relying on manual e-mail notifications. OnBase expedites the delivery of email notifications triggered by your automated processes, without user interaction – minimizing the chance of unsent or delayed alerts. Your users are immediately prompted to take action. Easily configure and manage all critical business notifications to all users from a single workstation – increasing security, reliability and control. Improve business auditability by providing a complete historical record of all sent notifications.

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ACCELERATING Business Processes