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My OnBase Planner Helps Create Success Roadmap

12/01/2016

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Hyland Software, the maker of OnBase Enterprise Content Management (ECM), was asked to solve two problems for both customers and potential customers:

  1. There isn’t any visibility into proven OnBase solutions
  2. 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. This is where you can craft your own roadmap for the next one to five years. You can add notes, add solutions, and even export information to a PDF to share with your entire organization.

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.

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 view 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 will say yes, but will have ideas of her own. No problem. You can create more than one roadmap and even merge them. Like the OnBase platform itself, the planner is extremely flexible.

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.

In the future, we want to tie everything into the modules you already own, so when you’re planning solutions, we can get even more granular with the information. It’s like the “what’s in your fridge app” that takes what’s in your fridge and tells you what you can make for dinner. Which is pretty cool.

So now you’re asking, “Once I convince management, will I ever use this tool again?”

Yes, because not only will My OnBase Planner help you realize what you can do now and in the future, it also incorporates new functionalities OnBase offers every year. The next phase will be to ask you “What’s your business pain?” and then light up a proven path for your organization.

It’s easy, it’s free, go there now

Did we mention it’s free? And you can’t break it, so don’t worry about it. Kick the tires all you want!
If the site knows your credentials, you’ll go right to your industry. If not, simply click on your industry. It’s that easy. If you don’t have credentials, sign up and have a look for yourself.

Hyland has successfully implemented every single solution you’ll see. You’ll find relevant information about actual solutions – like what, how, why, the benefits, the ROI, and more.

Craft your organization’s strategy for success – now, and into the future. Go to My OnBase Planner now.

Posted in: Technology Services