What’s New In OnBase Vince Hanson Director, Sales and Marketing

2013 Kansas City User Group Meeting#dbUGM Information

#dbUGM

Why you need this information… 20 million billion calculations p/s

YOUR information wherever YOU are

#dbUGM Why should work be any different ?

#dbUGM

INFORMATION = More than Documents

#dbUGM 1.User Experience 2. Admin Experience 3. Platform Enhancements

#dbUGM 1. User Experience: Where Your Information Finds You

1. User Experience…. Information finds you In your business application Away from your desk In OnBase

Application Enabler Live

In your business application Away from your desk In OnBase 1. User Experience…. Information finds you

Business Activity Monitoring on the iPad

Related Documents Go Mobile

In your business application Away from your desk In OnBase 1. User Experience…. Information finds you

Unity Layout In Unity Client Personalize Workflow Layout

WORKFLOW ROUTES MORE THAN DOCUMENTS WorkView Plan Review Agenda and Minutes WorkView Plan Review Agenda and Minutes

Portfolios In Workflow Studio Portfolio Relationships

Portfolio

WorkView in Unity

#dbUGM 2. Admin Experience: Easier to implement and evolve your solution

Intuitive Configuration Tools Automation Tools Case Manager 2. Admin Experience

Workflow Studio

New Graphical Designer

Swim Lanes

Easily See Errors

Easily Create Documentation

Themes Unity Forms

2. Admin Experience Intuitive Configuration Tools Automation Tools Case Manager

Advanced Capture

Larger variety of doc types – Enhanced OCR & processing Faster configuration – More Tools, Less Templates Faster processing times – up to 2x More Accurate = Faster ROI

New Application Enabler New Installer, New Screens

Enable New Screen Types Enabling Applications written in Silverlight and WPF

2. Admin Experience Intuitive Configuration Tools Automation Tools Case Manager

What is Case Management? Document Imaging Document Management Enterprise Content Management Case Management

The CaseTasks Reminders The File Documents Related to the Case Content Repository (OnBase) NotesActivities Case Management Information Hierarchy

The CaseTasks Reminders The File Documents Related to the Case Content Repository (OnBase) NotesActivities Case Management Information Hierarchy

The Case Tasks Work to be Completed Automated, Manual or by other Tasks Reminders Reminders to Take Action Usually set by the Case Worker The File Documents Related to the Case Content Repository (OnBase) Notes Recorded Thoughts and Collaborations Recorded by All Activities Decisions Made and Actions Taken A History of the Case Additional Data Claimants or… Anything else… Case Management Information Hierarchy

Loan Dispute Mortgage Account Investment Benefits Enrollment Grant Court case Citizen Taxpayer Admissions Financial Aid Student File New Patient Member Provider Customer Policy Underwriting Claim Annuity Long Term Disability

#dbUGM 3.Strengthen the Platform Supports Long-Term Growth

3. Strengthen the platform Architecture Enhancements Platform Support Deployment Flexibility

100 MB PDF File Files Over WAN

100 MB PDF File Gateway Caching Server 100 MB PDF File Locally Cached Copy

Own Company Network OnBase OnLine OnBase Active Directory Security

Own Company Network OnBase OnLine Active Directory Federation Services

Strengthen the platform... Architecture Enhancements Platform Support Deployment Flexibility

Platform Support 1.SQL Server Bit Office Applications

Strengthen the platform... Architecture Enhancements Platform Support Deployment Flexibility

Client Side Installer Multiple Installers in 12

OnBase 12 in International Markets

OnBase 12 International Changes 22 supported languages 74 supported locales 1,765 SCRs marked for international testing

#dbUGM 1.User Experience 2. Admin Experience 3. Platform Enhancements

Building Blocks for your Solution ACCESSCAPTUREMEASUREPROCESSINTEGRATESTORE The OnBase Product The OnBase Product

 Advanced Capture  Unity Document Imaging  Automated Redaction  Production Document Imaging Get Your Documents Into OnBase Capture  Disconnected Scanning  Front Office Scanning  Integration for eCopy ShareScan OP  Directory Import Processor

 Case Manager – New!  WorkView Integration for Microsoft Outlook 2010 – New!  Full-Text Indexing Server for Autonomy IDOL  Records Management  Document Composition  Encrypted CD/DVD Publishing Make Your Organization More Efficient Process  Image Statements  Unity Forms  Workflow  WorkView  Collaboration

Access and Interact With Your Information Access  Unity Client & Unity Briefcase  Integration for Microsoft Outlook  Office Business Application for 2007/2010  Mobile Access for iPad, iPhone and Android Phone  Web Server/Web Clients

 CAD Services  Application Enabler  ERP Integrations Maximize Your Investment In Other Applications Integrate  Integration Suite for SAP ArchiveLink ®  Integration for Oracle PeopleSoft Enterprise  Integration for Lawson S3

#dbUGM Thank You !