Building Your OnBase Roadmap

January 20, 2023

About this course

Time to complete

1 hour

Steps to gain your badge

1. Watch the video
2. Complete the quiz

 

Learn about badges→

Perfect for

– IT Directors

– System Administrators

– Business Analysts

– Application Developers

– Records Information Managers

Jump to the quiz →

OnBase Roadmap Course Description

 

Get an in-depth look at DataBank’s process for roadmapping, tips for success and and an overview of how enterprise licensing can enable growth. We’ll also discuss best practices for planning and budgeting with OnBase.

Top Takeaways

 

• It’s important to reflect on where your organization is and how it has used OnBase in the past in order to determine your system’s capabilities.
• Having value driven discussion within your organization and with data partners will help you establish realistic system goals.
• Understanding Hyland’s enterprise licensing models is crucial to future budgeting and projects implementation with OnBase.

Tour Guides

 

 

 

Aaron Fryzek

Strategic Solutions Director, DataBank

Creep their LinkedIn

 

 

 

 

OnBase Roadmap Resources

 

• Article: Software isn’t going to solve your problem
• Article: When and why to upgrade OnBase
• Article: The facets of process improvement: optimization & culture
• Webinar: Unlock your OnBase Data
• Quiz
• Schedule an OnBase planning session
• Stay updated with our monthly OnBase Newsletter