Customer Success Stories, New Features and Prizes, Too

IMG_1845Last week we held our annual OnBase Community Event in Allendale, MI. As always, we enjoyed seeing so many customers excited to engage and learn how others are solving real-world challenges.

The conference opened up with our CEO, Dave Hawkins, sharing key insights from Steve Case, the co-founder of AOL, on how he sees technology impacting and challenging our world. Dave discussed how ImageSoft views our relationships with our customers and the products we develop to help our customers meet these challenges.

Besides the delicious food, prizes and awards, we also heard about a ton of helpful customer experiences. For instance, our host, Grand Valley State University, shared how they depend on many online and internal forms to initiate and drive many processes, just like any court or government agency. In the past, they required ImageSoft expertise for custom form development with special scripting to perform validation and table support. And, there was no easy way to attach documents to a form.

Today, they are working toward retiring these HTML forms and switching to Forms, which allows them to internally design highly functional forms without any knowledge of HTML and in a fraction of the time. They are also enthusiastic about the ability to rapidly update these forms based on changing requirements and legislation. One customer expressed that having this capability in-house to modify and change forms will allow them to quickly meet regulatory compliance changes that often have narrow windows.

A popular session was “What’s New in OnBase,” led by Colleen Alber from Hyland Software. Customers were excited by client user interface enhancements, new features for Unity Forms, and mapping features that allow a set of documents in OnBase to appear as geo-located points on a map (e.g., work orders or incident locations).

Another popular session was about the various options available to share documents securely outside of OnBase. Many of our customers must balance the need of protecting and securing their documents with the need to share and collaborate on documents externally. Many entities have already blocked the personal file sharing sites because there is no control and no audit trail. When an employee departs, he or she will still have those documents.

Hyland’s ShareBase is an option for organizations facing this issue because the entity, not the individual, retains control with a full audit trail. Permitted individuals can still share files externally in folders with permissions for view only, uploading, or collaborative efforts. TrueCertify, an ImageSoft solution, is another great option that enables a court, city, school, or other institutions to provide certified copies of documents and video files without the need to print and affix a physical seal, saving a great deal of time-consuming steps (including changing that toner cartridge).

Looking ahead, one of the key areas of OnBase interest was in the area of mobile features. Users have been clamoring for the ability to fill out a form, capture documents, view information, sign a document or make decisions within an OnBase workflow, all on mobile devices. Mobile access provides options for better work/life balance and increased productivity as decisions no longer have to wait until the user is back at the office.

So, the day was a success because our customers gained new insights into how they can improve and expand their OnBase system. And some of them won a prize.

Stay tuned for our next event, which should be even bigger and better.

Will we see you in Las Vegas at Hyland’s CommunityLIVE conference?

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