What’s New In OnBase
Vince Hanson
Director, Sales and Marketing
Information
2013 Kansas City User Group Meeting
#dbUGM
#dbUGM
Why you need this information…
YOUR
information
wherever
YOU are
Why should work be
any different ?
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#dbUGM
INFORMATION = More than Documents
1. User Experience
2. Admin Experience
3. Platform Enhancements
#dbUGM
1. User Experience:
Where Your Information Finds You
#dbUGM
1. User Experience….Information finds you
In your business application
Away from your desk
In OnBase
Application
Enabler Live
Application
Enabler Live
Application
Enabler Live
1. User Experience….Information finds you
In your business application
Away from your desk
In OnBase
Business Activity Monitoring on the iPad
Related Documents
Go Mobile
1. User Experience….Information finds you
In your business application
Away from your desk
In OnBase
Personalize Workflow Layout
Unity
Layout
In Unity Client
WorkView
Plan Review
Agenda and Minutes
WORKFLOW ROUTES MORE THAN
DOCUMENTS
Portfolio Relationships
Portfolios
In Workflow Studio
WorkView in Unity
2. Admin Experience:
Easier to implement and evolve
your solution
#dbUGM
2. Admin Experience
Intuitive Configuration Tools
Automation Tools
Case Manager
New Graphical Designer
Swim Lanes
Easily See Errors
Easily Create Documentation
Unity Forms
• Themes
2. Admin Experience
Intuitive Configuration Tools
Automation Tools
Case Manager
Advanced Capture
More Accurate = Faster ROI
• Larger variety of doc types
–Enhanced OCR & processing
• Faster configuration
–More Tools, Less Templates
• Faster processing times
–up to 2x
Application Enabler
New Installer, New Screens
Enabling Applications
written in Silverlight
and WPF
Enable New Screen Types
2. Admin Experience
Intuitive Configuration Tools
Automation Tools
Case Manager
What is Case Management?
Document
Imaging
Document
Management
Enterprise
Content
Management
Case
Management
Case Management Information Hierarchy
The Case
Tasks
Reminders
The File
Documents
Related to
the Case
Content
Repository
(OnBase)
Notes
Activities
Case Management Information Hierarchy
The Case
Tasks
Reminders
The File
Documents
Related to
the Case
Content
Repository
(OnBase)
Notes
Activities
Case Management Information Hierarchy
The
Case
Tasks
Reminders
The File
Notes
Activities
Additional
Data
Work to be
Completed
Reminders
to Take
Action
Documents
Related to
the Case
Recorded
Thoughts and
Collaborations
Decisions
Made and
Actions Taken
Claimants
or…
Automated,
Manual or by
other Tasks
Usually set
by the Case
Worker
Content
Repository
(OnBase)
Recorded
by All
A History of
the Case
Anything
else…
•
•
•
•
•
Loan
Dispute
Mortgage
Account
Investment
•
•
•
•
•
•
Benefits
Enrollment
Grant
Court case
Citizen
Taxpayer
• Admissions
• Financial Aid
• Student File
• New Patient
• Member
• Provider
•
•
•
•
•
•
Customer
Policy
Underwriting
Claim
Annuity
Long Term
Disability
3. Strengthen the Platform
Supports Long-Term Growth
#dbUGM
3. Strengthen the platform
Architecture Enhancements
Platform Support
Deployment Flexibility
Files Over WAN
100 MB
PDF File
Gateway Caching Server
100 MB
PDF File
Locally Cached Copy
100 MB
PDF File
OnBase Active Directory Security
OnBase OnLine
Own Company Network
Active Directory Federation Services
OnBase OnLine
Own Company Network
Strengthen the platform...
Architecture Enhancements
Platform Support
Deployment Flexibility
Platform Support
1. SQL Server 2012
2. 64-Bit Office Applications
Strengthen the platform...
Architecture Enhancements
Platform Support
Deployment Flexibility
Client Side
Installer
Multiple Installers in 12
OnBase 12 in International Markets
OnBase 12 International Changes
• 22 supported languages
• 74 supported locales
• 1,765 SCRs marked for international
testing
1. User Experience
2. Admin Experience
3. Platform Enhancements
#dbUGM
The OnBase Product
Building Blocks for your Solution
CAPTURE
PROCESS
ACCESS
INTEGRATE
MEASURE
STORE
Capture
Get Your Documents Into OnBase
 Advanced Capture
 Disconnected Scanning
 Unity Document Imaging
 Front Office Scanning
 Automated Redaction
 Integration for eCopy ShareScan OP
 Production Document Imaging
 Directory Import Processor
Process
Make Your Organization More Efficient
 Case Manager – New!
 Image Statements
 WorkView Integration for Microsoft Outlook 2010 – New!
 Unity Forms
 Full-Text Indexing Server for Autonomy IDOL
 Workflow
 Records Management
 WorkView
 Document Composition
 Collaboration
 Encrypted CD/DVD Publishing
Access
Access and Interact With Your Information
 Unity Client & Unity Briefcase
 Web Server/Web Clients
 Integration for Microsoft Outlook
 Office Business Application for 2007/2010
 Mobile Access for iPad, iPhone and Android Phone
Integrate
Maximize Your Investment In Other Applications
 CAD Services
 Integration Suite for SAP ArchiveLink®
 Application Enabler
 Integration for Oracle PeopleSoft Enterprise
 ERP Integrations
 Integration for Lawson S3
Thank You !
#dbUGM