Welcome to OnBase 18

OnBase 18 equips organisations to build better, more personalised user experiences – giving them improved access to the information they need, where and when they need it.

You’ll also find countless enhancements that benefit both OnBase users and administrators, including:

  • A new, combined viewer that personalises the display of content and data into a streamlined and consolidated view to tailor experiences for a variety of user roles
  • Enhanced mobile capabilities that deliver personalised case management applications and tighter integrations with common mobile business apps
  • Bolstered security with the addition of touch ID for iOS and increased identity provider support for streamlined authentication
  • New tools that make it easier to administer OnBase and roll out solutions enterprise-wide, including the ability to more easily create test systems and migrate solutions to production environments
  • Continued alignment between OnBase and other offerings in our product portfolio, from ShareBase to our acquired offerings like Brainware and PACSgear

With each release, OnBase becomes more powerful, more configurable and more capable of integrating with other business applications and delivering content services.

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Highlights from prior OnBase software releases

A quick review of enhancements made to previous versions of OnBase

Incorporating nearly 3,500 customer-driven changes, features and enhancements, OnBase 17 improved almost every aspect of the enterprise information platform.

Most noticeably, this release featured a completely enhanced user experience across our clients – modernising the user interface and improving navigation and usability throughout the platform.

Other key enhancements featured in OnBase 17 include:

  • New functionality for our capture solutions to expedite scanning and indexing processes
  • Enhanced BPM tools to enable parallel processing right out of the box
  • Extended geolocation functionality across the platform
  • Changes to our electronic forms capabilities, giving administrators much more flexibility when it comes to design and management
  • Significant enhancements to purpose-built integrations for DocuSign, Guidewire, Esri, AutoCAD and SAP
  • Improvements that make it even easier for organisations to implement two-factor authentication for enhanced security

Seven ways to make your upgrade easier

Reap the benefits of upgrading while minimising risk

Upgrades can be difficult and risky. But, as famed speaker Earl Nightingale once said, “You can measure opportunity with the same yardstick that measures the risk involved.”

And upgrading your software solution delivers plenty of opportunity, including new features and functionality, a better user experience and often, the tools you requested based on current version needs.

Since upgrades are vital to realising the return on your technology investment, there are steps you can take to reap the benefits of upgrading while mitigating risk.

1. Communicate, communicate, communicate

A smooth upgrade begins when everyone knows it’s coming. Make sure both business and technical stakeholders understand why the organization is choosing to upgrade and give them a voice in the process. They will provide you with valuable insight as well as guidance and assistance with the upgrade process.

2. Get a lay of the land

The best upgrade path is determined by the best upgrade plan. In other words, understanding where you are will help you understand where you’re going. Your communication with stakeholders and end users should help you get a lay of the land so that you better understand the scope of your project. You’ll know who will be involved in the upgrade, what your hardware and network requirements are and what you’re overall needs will be. From here, you can determine which upgrade path works best for you.

3. Choose your upgrade path

There are two ways to upgrade your enterprise content management (ECM) software solution. The traditional way is faster but carries more risk. The incremental parallel upgrade is slower; however, it provides less risk and greater flexibility.

A traditional upgrade path usually takes less time because IT staff replaces the older version with the newer version all at once. This method carries more risk because of the all-at-once approach. If the solution is up and running afterward, you’re up and running. If there’s an issue, it could create downtime until the issue is resolved.

In an incremental parallel upgrade, you’re replacing the solution in a phased approach. Doing so reduces the number of potential issues and their scope. It also allows for both incremental end-user training and step-by-step switching from the old release to new.

4. Know your slow time

Regardless of the upgrade option you choose, schedule your upgrade during your organisation’s slow time. If you’re in manufacturing, maybe that’s during a planned shutdown. If you’re an educational institution, that might be during summer hours. Whenever it is, you lower your risk by upgrading during a time when the organisation is least reliant on your software solution.

5. Don’t forget third-party integrations

If your solution integrates with third-party software like Epic, SAP, Banner, Esri and so forth, make sure you find out if there are plans to upgrade these to newer versions as well. If so, make sure your upgraded solution is compatible with those newer third-party versions.

6. Test, test and test again

Having a test system as part of your upgrade strategy provides you with several benefits, including:

  • Providing you with a mirror of your production system where you can test your upgrade process
  • Giving you a place to make modifications to scripts without affecting production
  • Offering a development platform for additional modules
  • Allowing you to conduct user acceptance testing prior to go live, a process or new module

7. Know you’re supported

Take some time to understand how your software vendor will help you through the upgrade. From documentation that walks you through the process step-by-step to expert advice during the upgrade or by engaging an Upgrade Services group, your vendor should be at your side during any upgrade process.

Since Hyland first created  OnBase, in 1991, they’ve invested over 2 millennia of man-hours developing and enhancing the product, OnBase. Averaging two releases a year – one major and one minor –  they’ve stayed committed to simplifying the way people work.

With each release, they work to make sure OnBase remains relevant in your IT environment while also evolving to support industry trends – and the team at Twofold keep up to date on all changes to give you the support you need and expect from us.


Choosing an enterprise information platform vendor

When you choose an enterprise information platform vendor, you should have confidence that the platform you invest in will continue to be relevant as new technologies emerge and your organisational requirements change and grow.

Hyland’s commitment to the research and development (R&D) of OnBase is unparalleled – 100 per cent of the R&D investment goes to the enhancement of the OnBase suite of solutions. While other ECM vendors split their R&D dollars among the many technology suites they support, Hyland is completely focused on and committed to its core product, OnBase.

Typically, Hyland reinvests 15 per cent of its annual revenue into the research and development of OnBase. And, their R&D philosophy and product roadmap make certain they evolve with the changing IT environment, developing OnBase to stay current with business processes and regulatory requirements.

Working with the community of OnBase professionals

One of Hyland’s greatest resources is its community of OnBase professionals. Their customers are their partners, and they work in collaboration with them to develop OnBase. Through user groups, customer events and online communities, they make sure their customers have an industry-specific voice for feedback and requests on solution functionality.

We also realise that lasting technology developments are not guaranteed simply by investing in R&D. It takes a team of talented experts dedicated to meeting our customers’ needs and exceeding their expectations. Their R&D leadership has worked together on OnBase for more than 15 years, and they are personally and professionally committed to creating value for our customers.

To Hyland, R&D means investing in ways that provide users with solutions to real business problems. It’s how they evolved OnBase over the last 22 years, and how they will continue to develop the product.

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