When Does WorkView Work Best?

4 minute read

What is WorkView?

So you’ve picked-up OnBase and put it to work collecting data and content from structured or unstructured sources, converging data into a single repository for your automated workflow needs. Well done! But while you’ve been utilizing OnBase for its strengths as a content services platform for core data, you may have noticed that your unique, niche or specific information proves much trickier to round-up and automate. OnBase boasts, “One Platform – Unlimited Potential,” but how does OnBase deliver functionality for hyper-specific use-cases?

WorkView is OnBase’s solution for collecting and automating data for business processes not suited for any commercially available software application. In the past, Microsoft Excel, Access, or other aged mainframe applications may have provided this utility, but today, WorkView works within OnBase, enabling users to customize new business process solutions with low-code and point-and-click functionality to fulfill the unique needs of niche or case-specific data.

Does WorkView Work for You?

WorkView is a robust tool for case management, but it may not make sense for everyone over alternative options. Answer the following questions to assess if WorkView is right for your organization.

1. You already own and use OnBase.

Traditionally, getting a fresh application to solve data-specific problems affords two options — buy a new software system or code it yourself. But if you already have OnBase, you have the third option for custom solutions through WorkView. In this instance, because OnBase is already maintained by staff, the WorkView configuration will fall into the regular OnBase upgrade pattern unlike most custom developed systems. Additionally, because the infrastructure is already in place, you can utilize “concept solutions” included on the Hyland Exchange to help you get started.

2. There are no commercially available solutions.

There’s a chance someone has already created a solution to meet your business needs. If there are solutions available right off the shelf — evaluate them first. However, if the commercially available solutions don’t meet your unique needs, WorkView could still be an option depending on those requirements. Having one less system to upgrade, maintain, and train IT staff on can be beneficial.

3. Your data is stuck in an old Access database or spreadsheet.

Traditionally, getting a fresh application to solve data-specific problems affords two options — buy a new software system or code it yourself. But if you already have OnBase, you have the third option for custom solutions through WorkView. In this instance, because OnBase is already maintained by staff, the Workview configuration will fall into the regular OnBase upgrade pattern unlike most custom developed systems. Additionally, because the infrastructure is already in place, you can utilize “concept solutions” included on the Hyland Exchange to help you get started.

4. Compliance has become an issue.

Another problem of poorly stored or manually tracked data is abounding compliance issues. Ask yourself, what kind of data do you have in spreadsheets on your network, and how are you controlling the access to that data? If you find difficulty in tracking data and access, WorkView is an appropriate solution to secure better storage, security, access, tracking, and actionable reporting to enhances overall compliance.

5. You’ve been relying on an outdated static solution.

It happens often — you purchase or develop a solution that works as intended for several years. But as time passes, that solution fails to adapt to your business’s changing needs or is no longer supported either internally or externally. We often hear that these systems are held together with band-aids and rubber bands, and it’s not a matter of “if” but “when” they’ll eventually fail. Moving outdated solutions to a modern platform like OnBase with WorkView affords greater customization towards your changing business conditions versus single-use applications. WorkView will be preferable over static solutions if your organization endures frequent change or no longer has support for old solutions.

More Potential than Unlimited

There are many ways to configure WorkView to maximize the core functionality of OnBase, bringing “One Platform — Unlimited Potential” to the next level. In addition to gaining the power of a citizen developer, WorkView implemented via a knowledgeable partner grants access to a team of professionals capable of building tailor-made data management solutions. Learn more about WorkView in Deep Dive into Hyland WorkView. If you’re an existing OnBase customer and want to get started with WorkView, please contact your account executive.

Larry Moscovic discusses Hyland WorkView on The Orange Chair Podcast

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