Resources

Explore our OnBase Resources and One-of-a-kind Digital Transformation Education

We are consistently adding new & enlightening (and moderately entertaining... sometimes) educational and informative materials related to OnBase and Digital Transformation. This carefully curated collection includes a broad spectrum of resources, from in-depth guides and tutorials to insightful articles and videos. designed to support your journey through digital transformation and mastery of OnBase. These resources offer valuable knowledge for both newcomers and seasoned professionals looking to enhance their skills and understanding.

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Downloads

Delve into our expansive selection of downloadable resources and guidebooks, specifically tailored to enrich your understanding of Digital Transformation and OnBase Solutions. This carefully crafted repository is designed to advance your knowledge and practical application of these critical areas, offering in-depth insights and strategies to navigate the evolving digital landscape. From beginner guides to advanced strategy documents, our resources are geared towards empowering you with the tools and knowledge needed to leverage Digital Transformation and OnBase Solutions effectively, enhancing your organizational efficiency and innovation.

Practical Guide To Digital Transformation

Dive into 'A Practical Guide to Digital Transformation' for actionable insights and strategies to effectively navigate and lead your organization through its digital evolution.

What is Digital Transformation?

Explore what is Digital Transformation really is, and uncover the essence, impact, and opportunities of a digital transformation within your industry.

4 Essential Areas of Digital Transformation

Navigate the 4 core pillars of Digital Transformation through a high-level overview of the elements that must be considered during Digital Transformation .

Our Consulting Process

Explore the steps of our OnBase Solution Development and Consulting Process.

Credit Union Information Lifecycle

A comprehensive overview of the Credit Union Information Lifecycle, illustrating the journey of data from creation to disposition within Credit Unions.

Banking Information Lifecycle

A comprehensive overview of the Banking Information Lifecycle, illustrating the journey of data from creation to disposition within the banking sector.

Articles and Posts

Explore our latest blog posts and articles for insightful discussions on Digital Transformation, uncovering the latest trends, strategies, and innovations in the field.

The Groundwork Needed Before Constructing Your AI Framework

"We need to start implementing AI if we are going to compete!" Clearly AI is a big deal, as evidenced by NVIDIA's 4th Annual State of AI...

Innovative Solutions for Indirect Lending Challenges

Credit Unions need a platform that leverages existing data and customer information to create a dynamic and well-segmented member blueprint

OnBase Integration for Encompass digital lending platform is released

Hyland Software, a leading global provider of intelligent content solutions, and creators of OnBase, has announced a new OnBase Integration

From Documents to Data, Exploring the Evolution of Content Management

It's wild to think about how much things have changed in our daily lives over the last 20 years. I recall a time when getting information...

Why Automation is a Game-Changer for Credit Unions and Financial Services

Automation enhances operational efficiency by managing and automating these document-driven processes. But what does it look like?

Leveraging Data to Create a Competitive Advantage

Undoubtedly, technology dominates nearly every aspect of our lives, with 'data' increasingly proving to be the new oil. Data not only...

Credit Union's Guide to Balancing Innovation with Inclusivity

Today, convenience and immediacy are not just preferred; they're expected. This shift in consumer behavior demands that services be both acc

Perception vs. Reality: Challenging Assumptions for Business Innovation

As human beings, we spend our waking lives processing and evaluating information received through our senses. This constant stream of...

The Rise of Digital Natives: Transforming Credit Unions for the Next Generation

In the early 1980s, a vivid memory of accompanying my father to a computer store lingers in my mind. He was there to evaluate a...

SnackBytes - OnBase Tips & Tricks

Already utilizing OnBase? Are you looking to pick up some useful ways to interact with the product or leverage some of the little known features buried within options menus? Well, start here with some tasty Snack Bytes, because this is the video series for you. Join our President, Krystian Lagowski, as he shares some highly useful inside tips and functionality that will help you work faster and accomplish more with your existing OnBase deployment.

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Introduction to Series - OnBase Snack Bytes Tips & Tricks

02:57

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Introduction to Series - OnBase Snack Bytes Tips & Tricks

OnBase Workflow Task Lists - A Love Story

03:39

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OnBase Workflow Task Lists - A Love Story

Task Lists - The Great Disabler - OnBase Snack Bytes Tips & Tricks

02:55

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Task Lists - The Great Disabler - OnBase Snack Bytes Tips & Tricks

Move a Bunch of Documents - OnBase Snack Bytes Tips & Tricks

03:31

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Move a Bunch of Documents - OnBase Snack Bytes Tips & Tricks

Just Analogies

Unravel complex technology concepts through the lens of humor and relatable analogies. Dive into our unique take on explaining intricate technology concepts in a way that's not only easy to understand but also entertaining. Perfect for those looking to grasp technology without all the jargon.