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OnBase Enterprise Content Management

Implementing and optimizing Hyland OnBase for document management, workflow automation, and forms processing—with process maps that double as roadmaps for junior developers.

Role

OnBase Solution Architect

Tech Stack

Hyland OnBase, Unity Forms, Workflow, Document Imaging, Integration Server, SQL Server

The Challenge

Organizations running OnBase often underutilize its capabilities—treating it as a simple document repository rather than a workflow automation platform. Junior developers struggle to understand the lifecycle of moderate-complexity workflows. Knowledge lives in the heads of senior staff, creating risk and bottlenecks.

The Approach

Design OnBase solutions with clear process maps that serve dual purposes: they guide the implementation AND provide a roadmap for junior developers to understand document lifecycles. Unity Forms capture structured data at the point of entry. Workflows enforce business rules and route documents through approval chains. Every implementation includes visual documentation showing how documents flow through the system—invaluable for training and troubleshooting.

The Outcome

Organizations unlock the full potential of their OnBase investment. Document processing times decrease through automation. Junior developers can contribute to moderate-complexity lifecycles because the roadmap is clear. Knowledge transfer happens through documentation, not tribal knowledge. The system scales with the organization because it's understood, not just used.

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OnBase Unity Form for structured data capture

Process map serving as developer roadmap for document lifecycles

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