We all have our reasons for putting off an upgrade… Maybe it’s for sentimental reasons like not wanting to say goodbye to your VCR player and your impressive collection of Star Wars VHS tapes, or maybe it’s for lazy reasons like not getting up to change the TV channel because the remote control batteries are out of juice.
Just because we have our reasons (no matter how odd they may be) doesn’t mean we shouldn’t look beyond our current options. The same goes with OnBase! Upgrading to a newer version of OnBase allows you to take advantage of improvements in both security and functionality.
Below are 3 steps to get your business process ready for the new year so you can have that “new year, new me” mentality:
Step 1: Undergo a Solution Assessment to Discover Best Practices
The first step to ensuring that your solution is serving your needs sufficiently is to undergo a Solution Assessment so you can figure out what’s working, and what’s not. Conducting performance and architecture assessments within your OnBase environment can help you figure out the best approach to upgrading your environment. Deciding the approaches you need to take for future development will help you be more efficient at becoming more efficient.
Step 2: Assess Your Disaster Recovery Plan
The importance of data protection is climbing higher and higher as modern businesses begin focusing heavily on electronic processes. With that in mind, many organizations heed the old adage, “Plan for the worst and hope for the best,” when it comes to their important information.
For this reason it’s important to establish your required IT and business policies so you can create back-up strategies for your disaster recovery plan. Evaluating the gaps between your current OnBase system gives you the opportunity to outline changes and make enhancements to ensure your system is safe against disaster.
Step 3: Evaluate your OnBase Infrastructure
Lastly, you have to evaluate your OnBase infrastructure. Maintaining a reliable infrastructure is key to end-user buy-in, allowing you to use your OnBase system to its fullest potential. Evaluating server, network, and storage performance within your overall infrastructure gives you the opportunity to make recommendations for additional or unused modules and features, including system latency, overall memory and memory utilization, and caching methodologies.
As the end of the year approaches, now is the perfect time to start planning your upgrade so you can be ready for the new year! For more information, download our free case study below to see how the Kansas City Board of Public Utilities implemented efficient invoice processing with OnBase.
