Organize, Manage & Optimize Your Content, Processes, and Cases
Capturing data, streamlining workflows and managing documents manually requires meticulous attention to details that can be time consuming and prone to errors. In the digital age, supporting employees with digitization and automation to handle documents, data and other business processes is essential so they can focus on core operations.
Hyland’s OnBase solution stands as perfect assistance for businesses, where its offerings are mostly concentrated on improving operational efficiency by eliminating manual processes and enhancing the capture of data from multiple sources. As an enterprise content management solution, the Hyland OnBase solution provides a straightforward approach to businesses by centralizing all important business content in one secure location and delivering relevant information to users when required, either by integrating directly with another application or through indexing.
As a Hyland partner, SquareOne facilitates access to this comprehensive suite of solutions for organizations of all sizes. These solutions are specifically designed to digitize and streamline manual processes related to organizing, storing, and sharing documents and content. SquareOne offers guidance in implementing the solution, maximizing its functionalities, and delivering post-implementation support. Connect with our experts to unlock the potential of Hyland OnBase!
Unified Platform
Consistent Data Integration
Across All Systems
Strategic Business Decisions
Ready to simplify data capture, automate workflows, and centralize document management? Get started with Hyland OnBase
The Value Proposition of Hyland OnBase
Data Capture from Diverse Source
Extract information from any location or document and convert it to readable data. This helps organizations take key decisions and improve areas of inefficiency.
Workflow Automation
Automate all your sequential tasks and optimize workflow challenges with a minimum amount of manual effort. This helps improve productivity and minimize errors.
Case Management
Manage multiple projects or processes with a holistic and modernized approach on a single platform. This helps monitor the process, make improvements and access all information in one place.
Content Management
Organize and optimize all your organizational documents, content and other necessary information required to process operations. This way, you can easily retrieve documents and gain a complete view of all the information, thereby reducing the need to file papers and folders.
Integration Across Platforms
Access, exchange and extract data from multiple applications with pre-built connectors and point and configuration tools. This helps maintain uniformity and consistency of data across applications.
Industries in Focus
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Key Features of Hyland OnBase Solution
Integrated Multi-Channel Capture
Simplifies the process of gathering business data from various sources and formats, like invoices, contracts and employee details. It then intelligently categorizes the data using predefined rules and algorithms and further verifies its accuracy to ensure the quality of the captured data, making it readily usable for decision-making, analysis, and other business purposes.
Automating Workflows
Using configurable workflows, customizable forms, and built-in rules, OnBase automates routine processes, ensuring tasks are completed efficiently and accurately. Documents are routed seamlessly to the right recipients based on predefined criteria, reducing delays and improving collaboration. The system intelligently handles exceptions, such as missing information or errors, by triggering appropriate actions or notifications for resolution. This comprehensive automation suite enhances productivity, reduces manual errors, and optimizes workflow performance for organizations.
Collaboration
Empower teams to securely share content and work together seamlessly. With advanced tools like co-authoring and version control, multiple users can collaborate on documents in real-time, fostering productivity and creativity. The system ensures that everyone is working on the latest version of documents, eliminating confusion and ensuring accuracy. Tasks and notifications keep team members informed about deadlines, updates, and assigned responsibilities, promoting accountability and efficient task management. Overall, Hyland OnBase creates a conducive environment for teamwork, communication, and effective content collaboration within organizations.
Metric Tracking and Analysis
Offer a comprehensive overview of key metrics, processes and performance indicators, enabling informed decision-making and strategic planning. Audit trails track and document all content-related activities, ensuring transparency, compliance, and accountability. This real-time visibility and analytics capability are essential for organizations seeking to enhance operational effectiveness, monitor performance, and make data-driven decisions.
Workflow Management
Handles all aspects of cases, including documents, emails, tasks, approvals, compliance, and verifications. By centralizing and organizing case-related content, such as documents and emails, within OnBase, documents are made easily accessible and searchable. Tasks and approvals associated with cases can be automated and tracked, ensuring timely completion and compliance with protocols. OnBase's case management features also include robust compliance tools and verification processes, enabling organizations to maintain regulatory standards and verify the accuracy of case-related information.
Document Management System
Manage information throughout its entire lifecycle by automating the secure retention and destruction of documents and records, ensuring compliance with retention policies and regulatory requirements. The system automates the process of determining how long documents should be retained based on their type, content, and business rules. It also facilitates the secure destruction of documents that have reached the end of their retention period, reducing storage costs and minimizing compliance risks.
Key Features of Hyland OnBase Solution
Integrated Multi-Channel Capture
Simplifies the process of gathering business data from various sources and formats, like invoices, contracts and employee details. It then intelligently categorizes the data using predefined rules and algorithms and further verifies its accuracy to ensure the quality of the captured data, making it readily usable for decision-making, analysis, and other business purposes.
Automating Workflows
Using configurable workflows, customizable forms, and built-in rules, OnBase automates routine processes, ensuring tasks are completed efficiently and accurately. Documents are routed seamlessly to the right recipients based on predefined criteria, reducing delays and improving collaboration. The system intelligently handles exceptions, such as missing information or errors, by triggering appropriate actions or notifications for resolution. This comprehensive automation suite enhances productivity, reduces manual errors, and optimizes workflow performance for organizations.
Collaboration
Empower teams to securely share content and work together seamlessly. With advanced tools like co-authoring and version control, multiple users can collaborate on documents in real-time, fostering productivity and creativity. The system ensures that everyone is working on the latest version of documents, eliminating confusion and ensuring accuracy. Tasks and notifications keep team members informed about deadlines, updates, and assigned responsibilities, promoting accountability and efficient task management. Overall, Hyland OnBase creates a conducive environment for teamwork, communication, and effective content collaboration within organizations.
Metric Tracking and Analysis
Offer a comprehensive overview of key metrics, processes and performance indicators, enabling informed decision-making and strategic planning. Audit trails track and document all content-related activities, ensuring transparency, compliance, and accountability. This real-time visibility and analytics capability are essential for organizations seeking to enhance operational effectiveness, monitor performance, and make data-driven decisions.
Workflow Management
Handles all aspects of cases, including documents, emails, tasks, approvals, compliance, and verifications. By centralizing and organizing case-related content, such as documents and emails, within OnBase, documents are made easily accessible and searchable. Tasks and approvals associated with cases can be automated and tracked, ensuring timely completion and compliance with protocols. OnBase's case management features also include robust compliance tools and verification processes, enabling organizations to maintain regulatory standards and verify the accuracy of case-related information.
Document Management System
Manage information throughout its entire lifecycle by automating the secure retention and destruction of documents and records, ensuring compliance with retention policies and regulatory requirements. The system automates the process of determining how long documents should be retained based on their type, content, and business rules. It also facilitates the secure destruction of documents that have reached the end of their retention period, reducing storage costs and minimizing compliance risks.
Why Choose SquareOne as Your Business Partner
Industry Expertise
From designing intuitive workflows to implementing robust security, we honed our skills through years of hands-on practice and a deep understanding of Hyland OnBase’s capabilities. Our commitment to excellence ensures that clients receive not just a solution but a strategic asset that drives efficiency, productivity, and growth.
Tailored Approach
Before finalizing the implementation, our expertise undertakes various tasks, from analyzing your business requirements to delivering essential capabilities. This ensures that your organization reaps the full benefits of the selected Hyland OnBase features and capabilities. Additionally, it contributes to cost-effective solutions and long-term efficiency.
Proven Track Record
The history of successful project deliveries underscores a commitment to delivering high-quality work and meeting clients’ needs with precision and efficiency. With a focus on continuous improvement and attention to detail, Hyland OnBase implementation ensures meticulous planning, thorough testing, and seamless execution, leading to elevated customer satisfaction levels and long-term success for clients.
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FAQs
SquareOne’s decade-long partnership with Hyland reflects a wealth of experience. Our trained professionals closely collaborate with businesses to understand their requirements and proactively identify potential integration challenges. Through meticulous study and analysis, our experts ensure that the integration process is not only streamlined but also accelerated, delivering efficient and effective solutions.
SquareOne provides comprehensive support and training options for clients using Hyland OnBase. This includes implementation assistance, technical support, user training, and ongoing maintenance to ensure a smooth experience and maximum value from the software.
SquareOne guarantees that each of their clients can utilize Hyland OnBase through extensive customization and tailored solutions. This includes adapting workflows, creating user interfaces, and integrating with external systems, providing adaptability and scalability to match changing business demands.