Hyland OnBase Reporting and Analytics Leveraging Insights for Decision-Making

Hyland OnBase Reporting and Analytics

Stakeholders in the content management space will always have one question in mind: What next?

The expanding volume and complexity of content demand a solution that can evolve. Hyland OnBase presents a compelling case in the content management space, offering a future-proof approach that automates workflows, optimizes processes, and empowers teams to stay ahead of the curve.

While Enterprise Content Management (ECM) systems excel at storing and organizing content, unlocking its true potential lies in reporting and analytics. This blog walks you through OnBase’s key capabilities in reporting and analytics, highlights the features that support organizations in leveraging their content to make data-driven decisions, and presents a practical case study showcasing OnBase’s capabilities in action.

Understanding Hyland OnBase

Understanding Hyland OnBase Reporting Capabilities

Hyland OnBase offers a robust suite of reporting features to support data interpretation endeavors. Here’s what OnBase brings to the table:

Comprehensive Reporting Tools

Modern content management demands reporting capabilities that address the visibility factor of your content and processes. OnBase facilitates reporting services that provide the following:

  • A core feature that empowers users to create, manage, and share reports based on data present in the OnBase database.
  • The ability to generate reports in various formats, such as tabular and graphical, to ensure tailored reporting that fits the user’s needs.
  • A feature that aids in quickly searching specific documents and generating reports based on the selected documents.
  • Detailed insights into the efficiency of the business process to track performance and identify bottlenecks.
  • Allows users to create custom reports using SQL queries and a variety of customizable design tools.

Real-Time Data Access

Immediate data access is critical for reporting efforts for enterprises, enabling data-driven decisions at their fingertips. Hyland OnBase enhances data access for reporting through:

  • Instant data updates by integrating various data sources and enterprise systems to provide users with the most accurate and current data.
  • Live dashboards that reflect real-time data or KPIs that assist in monitoring endeavors.
  • OnBase allows users to integrate with business systems such as ERP and CRM to pull real-time data and give a swift overview of ongoing performance.

Customizable Dashboards

Customizable Dashboards
Image Source: Hyland

Along with reporting and data access capabilities, OnBase offers customizable dashboards with a drag-and-drop interface embedding a variety of widgets. Users can create personalized dashboards to support their monitoring efforts and set specific metrics that assist in their operational endeavors. These custom dashboards enable interactivity and data analysis, and are suitable for different reporting environments.

Advanced Analytics with OnBase 

OnBase’s intelligent search and content analytics leverage AI and ML to deliver transformative business value. Here are the key capabilities:

  • Through predictive analytics, OnBase allows for forecasting outcomes. This foresight helps with strategic planning and proactive decision-making.
  • OnBase integrates with Business Intelligence (BI) tools to enhance analytical capabilities. This results in a holistic presentation of the data, providing a comprehensive view of business operations.
  • Compatible with advanced data visualization techniques, OnBase assists users by visualizing the analytical data for actionable interpretation.

Practical Applications of OnBase

Case Study – Canal Barge

The marine transportation company Canal Barge was tackling paper-filled operational hassles. With around 30,000 to 50,000 sheets used annually for documentation, the company was desperately looking for a change.

The existing operation was prone to:

  1. High cost of papers
  2. Storage space
  3. Operational breakdowns due to inefficiencies, errors, and delays

The Solution:

In order to address this, the company turned to Hyland OnBase. Through an OnBase solution provider, the company could implement OnBase to streamline its operations.

The deployment intended to:

  • Eliminate manual documentation processes
  • Enhance tracking for invoice processing
  • Increase visibility and efficiency
  • Ease reporting efforts and get a better understanding of operations

The Outcome:

By integrating Hyland OnBase, Canal Barge could witness significant changes in its operations. Here’s a brief rundown:

  • Increase process visibility -OnBase empowered Canal Barge’s staff to track invoices effectively through approval processes, facilitating information about the process status.
  • Provide self-service – Eliminating the dependency of staff, OnBase provided a streamlined window for documentation.
  • Content security – Through its cloud hosting features, OnBase provides robust security against downtime and data loss.
  • Reporting and analytics – OnBase’s advanced reporting and analytical capabilities provided detailed insight into operations and approval processes, enhancing reporting, auditing, and decision-making capabilities.

Leveraging OnBase for Strategic Decision-Making

To thrive in today’s business environment, content management solutions must evolve beyond basic document storage. OnBase empowers strategic decision-making by offering a modern approach to work, enabling:

  • By constantly analyzing content and proactively predicting trends, OnBase’s insights can be valuable in key decisions such as product development, marketing campaigns, and resource allocations.
  • With powerful tools in its arsenal, OnBase equips enterprises with planning capabilities that are instrumental in cost reduction and maximizing business opportunities.
  • By allowing seamless information sharing and collaboration across teams, OnBase simplifies information accessibility, which fosters informed decision-making.
  • With a centralized hold on all your enterprise content, OnBase provides a complete overview of operations. This enables enterprises to identify areas for improvement, track progress, and make data-driven decisions.

SquareOne Technologies – Redefining Enterprise Content Management with  Hyland OnBase

SquareOne Technologies, the premiere Hyland partner in the GCC region, is driving transformational changes in the enterprise content management space. With seasoned expertise in OnBase consulting, implementation, and governance, SquareOne is here to help you maximize the potential of your ECM initiatives. Through SquareOne’s OnBase solutions, enterprises can gain visibility into their content and processes, reduce operational costs, make strategic decisions, and enhance efficiency.

To see OnBase in action—schedule a demo with SquareOne Technologies!

The Final Word

Hyland equips organizations with enterprise-grade content management solutions. OnBase, in particular, integrates process automation, business content management, and reporting tools into a single system. With such an intelligent platform in hand, enterprises can transform operational processes, improve customer experience, reduce operating costs, and minimize risks.

By leveraging OnBase’s reporting and analytical capabilities, businesses can gain strategic insights, simplify reporting initiatives, and propel their businesses forward.

Ready to use OnBase for your strategic advantage?

Connect with ECM experts at SquareOne now!

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