OnBase

OnBase is our Enterprise Electronic Content Management system. 30+ departments use OnBase for retrieving documents that have been entered by Building Services, Clerk's Office, Finance, HR, PD, Public Works, Purchasing, Risk Management or Utilities. We have over 50 workflows automating many processes - to name a few: Agenda Management, Boards & Commissions (using Workflow & WorkView processes, HR Personnel Form approvals, Finance AR/AP/Payroll Report Approvals, Public Works using barcodes, Insurance Certifications/renewal notifications and PD Citation processing/Case Management. We have eliminated a lot of cumbersome emails and attachments by filing the

supporting document in OnBase and automatically have a notification sent to the required personnel with a hyperlink to the filed document.

Different modules used in conjunction with Workflow have significantly reduced the time it takes to complete tasks.

• Workflow is the most important and most used feature - constantly adding new LifeCycles to automate more processes
• WorkView is new to us but starting to be used more - have new requests coming in for additional processes to be converted to WorkView
• Outlook Integration is widely used throughout the City
• Reporting Dashboards is a recent purchase and requests are increasing for additional dashboards.

• Automated HR Personnel Action Forms - eliminated paper, eliminated routing through inter-office mail (saves days and reduces possibility of being lost), email notification requesting approval includes hyperlink for immediate access.
• PD automation for Traffic Camera Citations - combines citations to create a case. Workflow generates packets when preparing for Court. Eliminated Access database, spreadsheets and thousands of folders. 70% savings on time and 95% on paper reduction.
• Workflow timers can automatically move items through workflow based on different criteria with no user interaction required.
• Finance Reports are swept into OnBase and enter Workflow. Unity Form used to determine specific keywords for reports for which notifications are then sent out requesting approval. Automated tracking on a different form until all period reports are received. Entire process is automated in OnBase. No manual requirement except the individual approval (clicking a task).
• Citizens submit an application to be on one or more City Board or Commission. Application enters workflow for approvals(s). Documents are generated for Council approval. Information is then added to WorkView - all through workflow.

Microsoft 365, Oracle PeopleSoft ERP, EnerGov

OnBase is used as our centralized document management system. All departments within the credit union use or benefit from OnBase's functionality. We not only use OnBase for document storage, but for routing of tasks, information, and/or approvals. OnBase is integrated with our core processing system and our online banking system which is a great benefit to our staff and members.

• OnBase has had a positive impact on ROI.
• OnBase has had a positive impact by transitioning manual process into automated solutions.
• OnBase has had a positive impact because of it's ease of use.

DocuSign, MeridianLink Consumer, Ivanti Neurons for ITSM

We use OnBase throughout our bank - HR, Commercial/Consumer Loans, Accounting, Deposits, Security, Compliance, Wealth Management, etc. Solutions include: central repository for all documents, workflow, smart forms (Unity Forms), and reporting. It is a tool that is utilized to streamline business processes and provide easy and secure access to documents.

• While we have grown a lot over the past 5 years, it has allowed us to maintain our existing workforce rather than hiring additional employees.
• Since OnBase is our central repository for all documents, our documents are more secure, allow greater work flexibility (remote work), more easily accessible, and smarter. It changed the way we as a company work.

We use OnBase as our system of records for document management and retention. We also use OnBase as a tool for creating student forms which route through workflows that multiple departments use. Using OnBase forms and workflow in the capacity we do has transformed the way [...] processes students documents. We went from 4 week turn around times on transcript processing for evaluation to a day. We went from paper forms, to PDF forms that were emailed to the end user to now digital forms that route to workflow queues.

• Document management
• Processing time and effort

We are very heavy users of OnBase as it is our primary document retention system for our organization. We have over 200+ workflows and 300+ doctypes. We use OnBase workflows to process and complete unity forms and doctypes that deal with loans, deposit accounts, disputes, policies & procedures, etc. We have also recently started using OnBase API to automate processes that employees must manually key every day. The API piece of OnBase has opened the door to a lot of possibilities for our business process to help reduce errors and have employees focus on more meaningful projects/tasks. We use OnBase almost everywhere in our organization. There aren't many business processes that OnBase doesn't have a piece in.

• Workflow
• Document Storage/Retention
• OnBase API
• Unity Forms
• Reporting Dashboards

• Time Savings
• Incorrect Indexing Information (API)
• Document Visibility

UKG Dimensions, UKG Pro, DocuSign