1. Why are you not using this? OnBase Studio

2. Theme of Presentation Fully utilize your solution Item Generator Documentation Generator Enhanced Import/Export Work efficiently Type-ahead Check in/out Save feature Help feature Copy/paste Dynamic Doctor

3. What year is this? Menu list Life cycle view? Boring gray space

4. OnBase Studio Start page New look/feel MS Ribbon

5. I can see my life cycle! Enhanced graphical view WF Tree Prop. Sheet

6. Repositories One module Choose your user Pick your environment

7. New Workflow Doctor! New functionality Dynamic error reporting

8. Easier testing with Item Generator! Detailed logic testing One location

9. One-click Documentation Copy/paste Deal with Word formatting Time consuming

10. Those and many more! New copy/paste Build and administer Unity projects Save feature Repository life cycle search Type-ahead Enhanced graphical layout Ownership Customizable User Interface Route WorkView objects Portfolios Recycle server cache Enhanced export/import New help feature Condensed actions/rules Compare life cycles Informative icons

11. OnBase Studio - Background Available since 12, continually enhanced Separate installer Free, no license

12. OnBase Studio – The Future Replace Workflow and WorkView configuration Only new features added to Studio OnBase 14 or later, must use Studio FORWARD

13. Studio – Main Uses Configure WorkflowCreate WorkView Apps

14. Studio – Other Uses Manage Unity Projects Business Process Model and Notation (BPMN)

15. Studio – Other Uses Notifications and user forms Import/Export configurations

16. Stuff Still Done in Configuration Configuring the ‘types’User Administration

17. Stuff Still Done in Configuration Disk groups Import processes

18. Demonstration Time

19. Goals  Fix the life cycle  Test our business requirement  Fully documented solution using one program  Add to another environment using one program

20. Workflow Layout Business process Invoice Approval Business requirement Invoices equal to or over $1,000 manager must approve Document Type EMP – Invoices (Amount, Client, Approval)

21. Invoice Approval Workflow Check for amount Equal/Over $1,000 Under $1,000

22. Goals  Fix the life cycle Errors abound Add remove action to Employee Queue Copy ad hoc to Manager queue

23. Employee Queue  Fix the life cycle Errors abound Add remove action to Employee queue Copy ad hoc to Manager queue

24. Manager Queue  Fix the life cycle Errors abound Add remove action to Employee Queue Copy ad hoc to Manager queue

25. Goals Fix the life cycle Errors abound Add remove action to Employee Queue Copy ad hoc to Manager queue

26. Why still use old Configuration? Dynamic Doctor Help feature Copy/Paste Type-ahead Check in/out Save

27. Reset Server Cache Manifest any configuration change If only affects user or user group no need

28. Resilient since 12 Won’t kick your users out Yet same functionality as iisreset 12

29. Goals Build a functional life cycle  Test our business requirement  Fully documented solution using one program  Add to another environment using one program

30. Item Generator – Test your Workflow Send configurable items through Workflow Only in Studio, new in 14

31. Item Generator – Features Develop your keyword

32. Item Generator – Features Drop to certain queue

33. Item Generator – In Action! Complete Goal: Test out business requirement Send through generator set

34. Goals Build a functional life cycle Test our business requirement  Fully documented solution using one program  Add to another environment using one program

35. Documentation Generator Creates MS Word documents User and Administration guides Only available in Studio

36. Documentation Generator – Impact

37. We need the information! Complete goal: Fully documented solution using one program

38. Goals Build a functional life cycle Test our business requirement Fully documented solution using one program  Add to another environment using one program

39. The New Import/Export Auto Resolve.expk file Individual item control. expk

40. So what can I import and export? In OnBase Configuration… With Studio!!! Just life cycles Document types Folder types WorkView applications Portfolio Types Portfolio Relations Life cycles Business Process Folder (BPMN)

41. Show me the export! Complete goal: Add to other environments using one program

42. We did it! Fixed the errors Test our business requirement Fully documented solution using one program Added to all environments using one program

43. Full Circle Fully utilize your solution Item Generator Documentation Generator Enhanced Import/Export Work efficiently Type-ahead Check in/out Save feature Help feature Copy/paste Dynamic Doctor

44. Only in Studio Ownership Portfolios

45. Ownership Item only visible to assigned owner Ownership trumps load balancing Only available with Unity life cycles MINE!

46. How does it work? Administratively - Via Workflow system action Manual

47. Administrative Configuration Rule Action

48. Manual Option Select List Items Starred

49. Portfolios Similar work folders Increased functionality Only available in Unity life cycles

50. Power of Portfolios DOCS WV Objs. DOCS WV Objs. EI DOCS WV Objs. DOCS

51. Let us not forget about WorkView!

52. WorkView in Studio! MS Ribbon Prop. Sheet

53. Fin Email support@kiriworks.comsupport@kiriworks.com ATTN: Nate Anderson