An out-of-the-box solution to complement SharePoint, OnBase extends the role-based power of the SharePoint interface with transactional content management capability. Unlike many products, OnBase is rapidly deployed through a point-and-click configuration interface, rather than custom coding. As a result, it delivers enterprise-class functionality with a lower ratio of software-to-services and can be deployed faster.

The transactional content management functionality OnBase brings to SharePoint include the following:

Document Imaging and Capture
There are two options for linking documents generated outside of SharePoint to designated items or sites. With Ad Hoc Scanning for SharePoint , users can scan documents directly from SharePoint and link them to specific items. The OnBase  Content Connector for SharePoint automatically links documents captured in bulk import processes (e.g., high-volume scanning or COLD/ERM) to SharePoint item lists or document libraries based on specific values, such as a project ID or GL code. Both solutions minimize user interaction by mapping SharePoint columns and content types to OnBase keywords.

High-Volume Transactional Workflow
Many core business activities, such as insurance underwriting, accounts payable invoice processing or college application evaluation, require rapid processing of thousands of externally generated documents. OnBase provides transactional workflow capabilities to automate these complex, rules-based processes and increase operational efficiency. OnBase supports role-based participation in these processes. For instance, users can participate in these workflows through Web Parts or simply view a graphical display of the key performance indicators (KPIs) from their SharePoint interface.

Information Governance
Compliance requirements and other business needs often require organisations to maintain a centralized repository of correlated documents from multiple sources. For instance, a court record could contain thousands of pages ranging from scanned complaint documents to electronically generated correspondence from attorneys. Some of these documents may be public, while others are strictly controlled. All must be readily available for authorized users and auditing purposes. Using OnBase as a managed repository of record for correlated collections of documents supports automated retention, enforced categorization and targeted search needed to ensure documents meet accountability requirements.

Content-enabled Vertical Applications
Hyland Software has dedicated industry solution practices that focus on the business needs of industries such as financial services, government, healthcare, higher education, insurance and manufacturing. OnBase is backed by this consultative expertise and includes many modules that are uniquely designed to meet specialized needs ranging from capturing student transcripts to responding to a medical request for information.