The post Craft Your Roadmap to Success With My OnBase Planner appeared first on DataBank.
Guest Blog by David Voss
Hyland Software, the maker of OnBase Enterprise Content Management (ECM), was asked to solve two problems for both customers and potential customers:
- There isn’t any visibility into proven OnBase solutions
- It’s hard to demonstrate to decision makers what OnBase can do for our organization
Customers also said that OnBase is just a scanning solution. Which is like saying a great white is just a fish. While true, this doesn’t do justice to all that OnBase can do.
So, to solve these problems, Hyland created www.myonbaseplanner.com.
The site is built to help you understand what solutions are available, realize how they will deliver a return on investment (ROI), and show decision makers how you’re going to increase your organization’s efficiency and effectiveness with your OnBase investment.
The planner helps you gather financial and human resources, and demonstrates to decision makers how a tool you might already own can easily improve processes across the entire enterprise.
How My OnBase Planner Works
There are two main functions within My OnBase Planner. The first is the solution browser. It hosts replicable, proven OnBase solutions that have provided OnBase users with true value. With each solution, there is information that helps you make intelligent decisions about the viability of each. This includes information like:
· Granular information on the solution itself
· Recommended modules
· Supporting resources about the solution
· Expected ROI factors to consider
· The ability to engage with certified experts to create true competitive advantage
The second main function of My OnBase Planner is the actual planning piece. Here is where you can craft your own roadmap for the next one to five years.
This is what makes My OnBase Planner an intuitive tool that shows you what the OnBase suite of solutions and a true enterprise information platform can do that the competition can’t (for example, helping you minimize IT sprawl).
The planner also illuminates how OnBase easily expands across the entire enterprise, whereas competitive solutions can only do that through extensive custom coding.
You can add notes, add solutions, and even export information to a PDF to share with your entire organization.
How to successfully invest in speed, efficiency, and the future
Bosses want answers, like what, when, why, and how much? The planner helps you provide those by giving you the ability to present a high-level overview that answers these questions.
It’s a presentation you can make with confidence. You’ll be prepared with a plan that demonstrates how your organization can use one platform to manage information and make everyone’s lives easier.
And since your boss is smart, she’ll say yes, but will have ideas of her own. No problem. You can create more than one roadmap and even merge them.
If you’re just beginning, My OnBase Planner shows you typical modules based on your industry and size. For example, the mom and pop store down the street has different accounts payable needs than an enterprise. You can see the basic modules you need, or you can build more robust solutions.
Read the complete blog post here!
For more tips on getting your OnBase solution up and running as best as it can, watch the webinar linked below!
The post Craft Your Roadmap to Success With My OnBase Planner appeared first on DataBank.