Office Business Application

Summary

Office Business Application (OBA) for OnBase allows users of Word, Excel, and PowerPoint to interact with OnBase enterprise content management through these familiar Microsoft Office interfaces. This integration provides users with single-click menu access for storing, retrieving, and editing OnBase documents and related content, without ever leaving their primary Office applications. The result is an easy-to-navigate interface which extends the powerful functionality of an OnBase solution to Microsoft Office.

Benefits

• Improves overall document management by integrating the benefits of an ECM platform with the Office suite.
• Extends OnBase access by presenting OnBase features/functions within familiar Microsoft Office interfaces.
• Increases user efficiency by significantly reducing the need to jump between different applications to manage content.
• Minimizes training and support costs by leveraging user familiarity with Microsoft Office products.

Design

1. Office Business Application provides simple access into OnBase directly from the familiar applications of Word, Excel, and PowerPoint. Any file generated in an Office application can be easily uploaded and managed in OnBase and immediately made available to other OnBase users.
2. Users are able to directly access OnBase documents, regardless of file type, and execute available functionality from the familiar Microsoft Office toolbar ribbon as needed. Office documents will open in their respective application; most other file formats are presented in an OnBase viewer.
3. This integration extends the benefits of an OnBase solution including security, workflow automation, and auditable control at various levels and areas of responsibility throughout your organization, allowing for more connected and efficient interactions.

Applications

• Legal Departments have a consistent need to improve contract management, as well as the process by which contracts become final. Legal professionals can simplify this process by sharing relevant notes, cross-referencing related documentation, and maintaining a detailed record of the history of a given contract, all without ever leaving their Microsoft Office application.
• Sales Budgeting is a valuable, but time-consuming task. Sales Managers are often asked to key estimated values into a spreadsheet template, which will eventually be scrutinized by executive leadership. Sales Managers can use notes to effectively communicate their justification for a given set of estimated values. Budget approvers have direct access to a complete set of supporting content for improved decision making. Any updates can be saved into the OnBase system for easy review by all designated approvers.

Interface