Streamline your processes with the OnBase

OnBase Integration for Lawson
Streamline your processes with the
OnBase Integration for Lawson
Optimize your Lawson business processes organizationwide with OnBase
Seamless integration. That’s what you expect from two solutions
that touch every corner of your enterprise. Since 2003, the OnBase
and Lawson solutions have partnered to meet those expectations.
The OnBase enterprise content management (ECM) solution from
Hyland Software combines with Lawson enterprise resource
planning (ERP) to create an integrated solution deployable in
departments across your organization. OnBase streamlines your
Lawson processes, including Order to Cash, Requisition to Pay and
Human Capital Management, by creating a single, central repository
for all of your organization’s supporting documents and information.
No matter what format your business content takes, OnBase
captures it. And because OnBase integrates with Lawson (as
well as your other complementary business applications), your
organization saves time by simplifying the hunt for information.
Users simply mouse-click in Lawson to bring up the documents
related to that transaction.
Complementing Lawson Business Process Management, OnBase
automatically drives your content through document-based
processes, allowing your employees to focus on higher value tasks
– not repetitive ones. It also lets you monitor document-intensive
processes, enabling your organization to better manage and
optimize each step.
By partnering with Lawson, these two solutions give you complete
control of your organization’s content, enabling you to measure the
health and profitability of your business like never before.
Why the Lawson-OnBase partnership matters
Working as partners, Lawson and OnBase provide assurance that
both of your solutions will grow with you over time. As a Lawson
Technology Partner, Hyland:
• Maintains a dedicated team of employees in customer
support, product development, sales and strategic alliances
for our Lawson integration and partnership
• Offers support staff expertly trained in both Lawson
and OnBase to give customers quick and effective issue
resolution
• Attends regular meetings with Lawson to share product
strategies and create advantages for our mutual customers
• Participates in the Lawson development roadmap, ensuring
OnBase stays in sync with Lawson functionality and a
strong integration remains
• Provides consistent solution delivery with a continuous and
effortless upgrade path between Lawson and OnBase
“Call volume has been reduced dramatically.
Buyers, accountants, and financial analysts
throughout the system used to request
faxed copies of invoices. Now they can go
into Lawson and pull them up themselves.”
– Cathy Fuhrman, manager of Information Systems
Sharp Healthcare
1
Take control of your
organization’s content by
integrating OnBase & Lawson
2
Create an OnBase and Lawson integration to meet your
organization’s needs
Every organization has different needs. Hyland and Lawson
understand this. To meet these needs, they developed several
integration options that allow any organization to reap the
benefits of combining both systems.
The flexible OnBase integration options give Lawson
organizations a codeless integration tool for the Lawson Portal,
Lawson Interface Desktop (LID) applications and the Lawson
Smart Office (LSO). A simple mouse-click or keystroke in Lawson
gives users instant access to documents related to the record.
Best of all, this tool is point-and-click configurable, meaning there
is no need for expensive custom coding or scripting.
OnBase gives you several options so you set up the integration
the way it works best for you, including:
• Clicking on embedded buttons on your Lawson screen
• Clicking on predetermined locations on your transactions
• Mousing over Lawson screens to see a real-time document
count and result list
• Sync data between OnBase and Lawson behind the scenes
to create two-way communication in real-time
Access OnBase functionality
directly from your Lawson screens
3
4
See the benefits in every corner of your enterprise
From recruiting to payroll to procurement, organizations seamlessly
integrate OnBase with their Lawson Portal, LSO and LID solutions.
Acting as a natural extension of existing Lawson systems, OnBase
is applicable to any department across an enterprise.
The flexibility of OnBase allows you to decide how you want
to implement it. Whether you are looking to start in one
department and gradually expand, or implement it enterprisewide, OnBase meets your needs.
OnBase grows with your organization, allowing you to make
necessary changes to improve your processes, without the need
for costly custom coding.
With over 10,700 customers, the experience Hyland brings
means they know where you are headed, and can create a
solution to guide you down that path. You don’t have to worry
how your system will hold up five or even ten years from now,
because Hyland regularly releases updates and acts as a trusted
partner through the life of your solution.
Make ECM
a natural
extension of
your existing
Lawson
business
processes
Business Impacts in Accounts Payable
• OnBase
integrates directly with Lawson S3 and
M3 for a seamless solution
• Improves
cash management and visibility into
processes
• Reduces
costs associated with the invoice
validation process
• Eliminates
errors, omissions, duplicate payments
and late fees
• Streamlines
the entire procure-to-pay process
while ensuring adherence to company processes
• Gives
AP staff more time to work on high-value tasks
5
Improve cash management with OnBase
An organized accounts payable (AP) process can save an
organization a lot of money by avoiding missed payments and
late fees as well as lowering the cost to process an invoice. The
OnBase Integration for Lawson ensures you stay efficient by
automating and accelerating your AP processes.
Working with Lawson, OnBase automates processing to reduce
data entry and automatically generate vouchers by leveraging
the ability to exchange data tools such as the AP520 and MA540
formats. OnBase puts all necessary tools and information right
at a user’s fingertips, speeding up the resolution of any hold/
suspend issues and approvals for invoice payments.
Integrating OnBase with Lawson improves your AP processes
by simplifying and streamlining your procure-to-pay processes.
OnBase grants immediate access to supporting documents
directly from your Lawson application. This means that when
viewing requisition self-service, PO screens and voucher
entry screens, users have single-click access to supporting
documents like paper, faxes, e-invoicing and spreadsheets.
All of this grants AP professionals more time for their core
responsibilities by reducing or eliminating time normally spent
searching for and routing documents.
Hover over the Lawson screen to
view the related files
Click to choose the file you need
6
Get paid faster by integrating Lawson with OnBase
Replacing your manual, paper-driven accounts receivable (AR)
processes with OnBase makes predicting how and when
you’ll be paid a much easier task. By automating your AR
department’s processes, involving purchase orders, proof of
deliveries, delivery notes, invoices, activity reports, dunning
letters, correspondence and more, you reduce the time it
takes to get paid and provide a more accurate picture of your
organization’s cash inflow.
OnBase content and process management connects Lawson AR
processes to data and supporting documents, trims time from
days sales outstanding (DSO) and quickly turns that cash into
working capital. OnBase enables you to capture orders in any
format and to invoice customers automatically and electronically,
shaving days off reviews and approvals. You automatically
connect delivery slips with invoices and track payment history
to answer any questions on the first call – allowing customer
relationships, profits, and your Lawson solution, to grow.
Business Impacts in Accounts Receivable
• Removes
document-dependent delays and
decreases days sales outstanding
• Connects
supporting documents for easy access
• Improves
customer relationships and reduces
collection cycle times
• Provides
electronic invoicing into your Lawson
system, without the need for custom coding
7
Increase contract security and speed processes with OnBase
contract management
OnBase complements Lawson Contract Management by
streamlining every step of the process, from reviewing initial
drafts to renewal and beyond. The integration simplifies contract
requests, authoring, negotiations, approval, amendments, audit
and reporting by taking paper out of the equation. Transitioning
documents into a manageable, electronic format, OnBase eases
the storage and retrieval of contracts by putting them in a single,
central database, linking them to Lawson screens for intuitive
retrieval and cutting down on time spent searching for documents.
Simplify
contract security
and retention
by removing
the paper
RE
NE
W
A
G
L
& REPORTING
AUDIT
N
IATIO
GOT
NE
ENT
EM
G
A
AN
TM
APPR
OVA
L
Many contracts also have different retention periods. OnBase
sets automated times for each contract or contract type, Contract Lifecycle
Management Business Impacts in Contract Management
allowing automatic purging at a designated time and creating
• Creates
secure, efficient collaboration with an
a consistent and controlled process. Organizations can set up
automated approval process
reminders to let staff members know when contracts expire,
• Centralizes
storage with permission-based access
eliminating the risk of them lapsing without anyone’s knowledge.
and editing rights
OnBase also simplifies security – another crucial part of contract
• Schedules
alerts for document review, renewal
management. You restrict access to documents so only those who
and deletion
need the document can view it. This removes the danger of anyone
• Shortens
lengthy audits by automatically tracking all
outside the project making changes to sensitive information.
document edits
OnBase eliminates risks and waste associated with manual,
paper-based processes normally used in the contract
management process.
OBLIGATIONS MANA
G
E
M
ENT
CO
N
T
RA
C
RE
NE
W
A
ION
UT
EC
EX
QUEST
ACT RE
R
T
CON
AUT
HO
RIN
G
L
REPORTING
AUDIT &
N
IATIO
GOT
NE
NT
ME
D
EN
M
TA
APPR
OVA
L
Contract Lifecycle
Management
ION
UT
EC
EX
8
OBLIGATIONS MANA
G
E
M
ENT
CO
N
TR
AC
Accelerate and improve your close with increased control
and visibility
The OnBase Accelerated Financial Reporting Management
(AFRM) solution streamlines monthly, quarterly and yearly close
processes for your accounting department. AFRM grants visibility
into the monthly close process and decreases the risk for errors or
lost information.
By focusing on the human side of the close process, AFRM
organizes employee’s activities and improves efficiency with
increased collaboration. In addition, AFRM provides visibility
and control into the entire close process. Developed to deliver
real-time management of processes, the solution lets managers
quickly and effectively manage unfinished tasks and load balance
them as necessary.
By adapting to your company’s unique reporting and closing
activities, AFRM creates a management dashboard of the entire
process. With this dashboard, AFRM grants increased control
and visibility into your processes, ultimately forming a cleaner and
quicker close.
Additionally, AFRM provides a complete audit trail and supplies full
support for SOX compliance.
“OnBase Accelerated Financial Reporting
Management opens up the communication
channels between not only people in your
department but also cross-departmentally,
even in a global operation like Invacare.”
– Seth Linebrink, Manager of Financial Reporting and Accounts Payable
Invacare
9
Business Impacts in the Financial Close
• Reduces
errors and post-close adjustments
• Continuous
improvement through an adaptable
framework
• Provides
visibility and control during the entire
close process
• Gives
real-time management and load balancing of
activities
• Gives
users online process documentation and
validation for training, auditing, and SOX compliance
Increase visibility and control
over your monthly, quarterly
and yearly close processes
10
Optimize your HR processes with OnBase human capital
management
Documents are constantly added to employees’ records –
from applications, resumes, contracts and offer letters to
performance reviews, transfers and training certificates.
Automate your Lawson HR processes by allowing OnBase
to optimize hiring and onboarding, training and certification
management, policy and procedures administration, regulatory
compliance and much more. OnBase increases productivity by
allowing instant access to documents from Lawson screens or
ad-hoc searches. This is all achieved while increasing security
and ensuring compliance by protecting documents with clearly
defined security parameters.
Business Impacts in Human Resources
• Grants
secure access to HR documents from any
location
• Increases
productivity by allowing multiple users
to view documents at a time
• Improves
response time for employee requests
• Simplifies
the reviews of HR files and retention
policies
OnBase gives users secure access to HR documents from any
location, improving the response time for employee requests and
removing the time wasted from hunting down files and information.
Access all of an employee’s files
and information with a single click
11
Folder view of employee’s documents
“OnBase lets HR free up 80 hours per
month to do something other than filing,
so our employees can get more work
done in less time. We save half a day
with a click of a button.”
– Dennis Murray, Director of Compensation
The MetroHealth System
12
Improve and speed new and existing processes with
business process management
Keeping information moving is crucial to improving business
processes. Just as important is creating visibility into that
information’s movement. By integrating OnBase Workflow with
Lawson Business Process Management, you create a single
interface to view and track that content.
Improvements to process throughput and reduction of steps
increase accuracy, repeatability and compliance. By creating
workflows around established business policies and processes
that exist outside of Lawson, OnBase Workflow eliminates
manual actions that add extra time. You can also use OnBase
in tandem with Lawson Business Process Management or
combine the two to further enhance Lawson functionality.
13
Business Impacts in Business Process
Management
• Monitors
process efficiency with real-time reports
that help identify and correct bottlenecks
• Creates
visibility so you always know where
supporting documents are in the process
• Records
who accessed a document, the process
steps it has been through, and actions taken
Automate, monitor and
accelerate your manual
business processes
14
What customers are using OnBase with Lawson?
MetroHealth System, Cleveland
• Grants employees at different locations simultaneous and
instant access to documents
Denny’s Restaurants
• Grants immediate access to documents through OnBase or
Lawson interface
• Saves HR 80 hours per month in the elimination of filing and
other low-value tasks
• Provides users with single-click document retrieval directly
from Lawson screens with seamless integration
• Created a seamless integration, giving users single-click
document retrieval directly from Lawson screens
• Improves ability to respond to audits
• Assigns access privileges to help protect sensitive data
• Augments collaboration by increasing accessibility to crucial
documents and information
• Reduces requisition approvals times from three weeks to
three days
• Increases operational efficiency by removing manual and
paper-based tasks
• Creates safeguards so defined rules and procedures are
followed
• Enhances support for compliance initiatives
• Improves visibility of financial information to simplify
Sarbanes-Oxley audits
• Reduces paper, storage, and transport costs
• Avoids new hires by increasing staff efficiency
• Automates the retention and destruction of documents to
conserve company resources
• Reduces costs for creating, storing, transporting, and
maintaining paper files
• Accelerates the return on investment with ease of deployment
and system management
10,700+ organizations in 61
countries choose OnBase as
their ECM solution
15
About Hyland Software Inc.
For more than 20 years, Hyland Software has been dedicated
to meeting organizations’ needs for document and process
management with OnBase, an enterprise content management
(ECM) solution suite. As OnBase has evolved through consistent
product innovation, it remains focused on automating business
processes that depend on documents, content and people to
operate more effectively.
Tailored for departments and comprehensive for the enterprise,
OnBase is designed to grow with organizations, whether it
chooses an on-premise or software as a service (SaaS) model.
OnBase enables more than 10,700 organizations across healthcare,
financial services, government, insurance, higher education and
manufacturing to be more efficient today and into the future.
Leveraging more than 300 Authorized OnBase Solution Providers,
Hyland’s partner network, these organizations span 61 countries.
For more information about Hyland Software’s ECM solutions,
please visit www.Hyland.com.
16
17
18
Hyland.com/Lawson
Lawson@Hyland.com
©Hyland Software, Inc. All rights reserved. v2102.50.40-005031