OnBase ECM Services
Process Discovery
Identify process opportunities to jumpstart your next OnBase solution design.
OnBase ECMs can be powerful but also complex. We ensure that your solution is designed and implemented correctly the first time. Work with a dedicated business analyst to holistically review your system for efficiency opportunities and get a detailed plan with prioritized recommendations for where to start on solution design and implementation. Ultimately, see more long-term success and growth with your OnBase system.
Plan Smarter Before You Build
Identify Opportunities Before Making Investments
Get a thorough analysis of your current OnBase system, where we identify inefficiencies and opportunities for you to streamline processes and save costs.
Better Prioritize Projects That Scale Your System
We provide a tailored plan with expert recommendations and a clear implementation timeline tied to business impact.
Dig Into Discovery
A deep analysis, strategic roadmap, and expert execution help you reach optimal OnBase performance.
Start With a Comprehensive System Evaluation
During the in-depth analysis, we’ll do process mapping and review system performance, security, and your integration points and accessibility.
Receive a Strategic Roadmap
Based on our findings and your goals, we’ll outline the steps and timelines to optimize your OnBase, including a list of priorities so you know exactly where to start.
Push Forward With Expert Implementation and Support
Benefit from our extensive OnBase experience and work with our professional services team on solution design and implementation.
How It Works
What an optimization process could look like:
Survey
A dedicated business analyst (BA) works with you to complete an in-depth assessment of your system processes and workflows.
Solution Reviews & Interviews
We schedule interviews with key stakeholders and team members to gain insights and understand the effectiveness of your current processes.
Analysis
Our BAs conduct a thorough evaluation, identifying bottlenecks and opportunities for improvement.
Roadmap Development
We outline the specific steps and timelines to optimize your OnBase system and prioritize the most critical areas to focus on first for maximum impact.
Review
We present our findings and review our recommended changes with you.
Implementation Planning
We put together a Solution Design and Implementation plan and cost estimate, including resource allocation, milestones, and your project team that supports you at each step.
See our Solution Design & Implementation capabilities.
Learn how our professional services team, with 30+ years of ECM knowledge, can transform your design plan into an actionable solution that increases productivity and efficiency.
Insights
Dig into data management.
How to Automate Government Processes Without Breaking Compliance
Quick SummaryGovernment process automation replaces manual paper routing and data entry with software that moves work through approval chains, while keeping audit trails intact. Your tested approach is to: Audit your current processes and document where slowdowns...
How Automated Claims Processing Works (a Practical Guide)
Quick SummaryClaims processing automation removes the manual re-keying, system-switching, and routing that slow down claims before they even reach an adjudication engine. To do it the right way:Unify your intake across EDI, paper, fax, email, and portals.Separate...
A Simple Guide to Insurance Process Automation
Quick SummaryInsurance operations run on paperwork that arrives faster than teams can process it manually. To automate the right way:Map your lifecycle first. Identify which processes (new business, billing, claims, renewals) create bottlenecks. Score readiness....
Get Started
Start With Process Discovery
Tell us your goals and pain points with your current OnBase system and processes.
Learn More About Our Team
See the experts behind your discovery implementation processes.