OnBase Workflow

OnBase Workflow is a content management and electronic document routing system that enables users to process work more efficiently, faster and more accurately. Workflow provides a rich set of point-and-click configurable rules and actions, allowing business processes to be quickly automated with no need for custom programming. Workflow enables organizations to significantly decrease document processing time, increase staff productivity and improve input, storage, and retrieval accuracy through a simple and flexible user interface.

OnBase Workflow solutions support advanced features as alternate routing logic, automatic criteria calculation, rendezvous, simultaneous notification, load balancing, reporting, ad hoc workflow, VB scripting, and API functionality for integration with core legacy or ERP/CRM systems. When integrated with OnBase Web Server, the benefits of OnBase Workflow can be made available via the Internet to users throughout your company, regardless of their location.

OnBase Workflow Core Features

  • Easy to learn and implement - uses point-and-click configuration with 180+ pre-defined Rules and Actions
  • Flexible graphical interface - can be customized and filtered by role
  • Timers, reports and notifications - that facilitate business process automation and streamlining
  • Simple to configure Web Services interaction - with external SOA Workflow processes
  • Multi-faceted simulation engine - provides that ability uncover processing inefficiencies prior to production

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Key Benefits

  • Reduce Costs: Workflow automation frees labor from low value tasks, such as manually verifying an application includes the required supporting documents.
  • Aid in Compliance Initiatives: Tightly define processes; granularly manage security to create detailed audit trails. For example, the approval process for purchasing can adhere to a strict rule-set and precisely log actions and events.
  • Improve Customer Service: Faster turnaround and higher quality processes lead to improved interaction with customers. For example, Workflow can use time-based actions to simplify financial aid applications and escalate issues to ensure timely processing.
  • Increase Revenue: OnBase Workflow solutions increase work output over manual processes, increasing efficiency. For example, Workflow allows an organization to process more insurance policy applications or more sales forms per FTE per day.