Hyland OnBase

For Faculty, Staff

Overview

Hyland's OnBase platform automates processes, manages important business content and works with other applications to provide users with a complete view of the right information, where and when they need it.

OnBase gives visibility into the status of processes, documents and information, and automates and supports retention requirements.

With these benefits, OnBase:

• Transforms internal processes and the customer experience — continually improving service levels to employees, customers, patients, constituents, students, vendors and partners
• Reduces operating costs by automating predictable decisions and providing useful tools to manage all surrounding tasks, activities and information
• Minimizes risk with a secure, protected environment for work

Capture information from multiple sources

Regardless of format or location, OnBase captures documents and extracts necessary information, automatically sending it to all relevant systems.

It then organizes them into a single system with minimal human interaction, which eliminates the need for error-prone manual data entry.

With OnBase, take advantage of powerful multichannel capture capabilities:

• On-demand and batch scanning paper documents
• Importing electronic documents and information
• Extracting data directly from documents and sharing it with other systems

Automate processes

OnBase helps decrease processing time, reduce errors and increase employee productivity by optimizing processes.

Following business logic, OnBase can automate predictable tasks while delivering exceptions and decisions to the right people, at the right time.

Leverage OnBase to send notifications, enable approvals from mobile devices and load balance important work — increasing efficiency and keeping processes flowing.

OnBase is ultimate toolkit for process automation:

• A highly configurable workflow engine that includes a variety of built-in rules and actions to automate complex business processes.
• Customizable forms easily tailor a form’s look, feel and functionality, including strategic options like required fields, data validation and calculations with instant results.
• Powerful flexibility provides the ability for business users to configure rules to evaluate documents and dynamically assign approvers — streamlining and simplifying the document approval process.

Enable comprehensive content management

Fordham has a variety of business-critical content, from invoices and contracts to video files. All are required to support key processes, drive operations and serve customers.

With OnBase, organize, manage and optimize critical content originating across organization, providing users with a complete view of the information they need, when they need it.

Leverage OnBase content management capabilities to:

• Work digitally with business content, regardless of format and where the content currently resides
• Empower users to easily search for documents while leveraging digital folders and file cabinets to keep content organized
• Effectively handle revisions and versions to ensure users access the most current content
• Use notes, markups and electronic signatures, supporting effective collaboration and streamlining processes
• Provide a complete audit history of actions taken on key content for compliance
• Rapidly distribute the right documents to the right employees for required reading and training, easily tracking and proving employee acknowledgments

Monitor and improve processes

OnBase provides users, administrators and auditors with the dashboards, logs and reports they need. This allows for accurate and timely insights into the status of processes, the completeness of records and the health of system.

Easily configurable reporting not only provides visibility into processes but also helps identify missing, aging or expired content, and it reduces disruption during audits and eDiscovery.

Improve data security and compliance

OnBase is developed with security as a top priority and provides a full set of security features to help protect processes and data from the moment it enters Fordham.

• Granular access controls and group policies allow administrators to fine-tune access to information based on user roles or corporate policies.
• Automated records and retention management automates the process of declaring documents as records, placing holds and performing retention tasks like automatic deletion or archival, which reduces exposure in case of a breach.
• Data encryption adds an extra layer of protection to data at rest, in transit or in use, making it unusable to attackers in case of a breach.
• Redundant configurations support business continuity and disaster recovery programs, and reduce or mitigate the impact of natural disasters, ransomware and DDoS attacks.

OnBase also helps meet compliance requirements by standardizing and automating data handling processes, and by securely storing, protecting and destroying information in accordance with applicable regulations.