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Free | In-Person Event

OnBase Day

Wednesday, March 13
8:15 AM - 3:30 PM PST
with dinner to follow at The Depot

at Grand Sierra Resort
2500 E 2nd St, Reno, NV

more details below

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You're Invited! 

Are you maximizing your OnBase solution?

We will uncover additional ways you can use OnBase to improve your processes. You'll also get the chance to meet other local OnBase users, your account representative, and Naviant and Hyland experts. You'll leave with a few new ideas and new valuable connections.

Mark your calendar & invite your co-workers! 

 

Naviant & Hyland Presenters

Wednesday, March 13

Agenda

Presentations with be held at the Grand Sierra Resort 
followed by dinner at The Depot.

8:15 AM - 8:45 AM
Registration & Breakfast

Check-in, grab your seat, and prepare yourself for an energetic day packed with OnBase information and beyond.

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8:15 AM - 8:45 AM
8:45 AM - 9:00 AM
Welcome & Introductions

Chris Krause will kick start the event. We'll spend a few minutes welcoming everyone and get to know one another.

Chris Krause_LI (1)
8:45 AM - 9:00 AM
9:00 AM - 9:30 AM
The Benefits of Community Connections: Why We Need Each Other

In today's fast-paced, technology-driven world, it's easy to feel disconnected from others. This is where the importance of building ‘community connections’ comes in. In this session, we’ll share three inspiring OnBase customer stories, strategies for staying connected, and tools you can use to stay engaged with the Hyland Community. 

colleen alber linkedin
9:00 AM - 9:30 AM
9:30 AM - 10:10 AM
Guest Client Speakers

Hear from local Naviant customers about their OnBase solutions:

  • City of Reno, Katelyn Scarlett, Records System Manager
  • Truckee Meadows Water Authority, Matthew Woods, Records Program Administrator
  • City of Sparks, Julie Torres, Chief Deputy City Clerk
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9:30 AM - 10:10 AM
10:10 AM - 10:25 AM

Break

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10:10 AM - 10:25 AM
10:25 AM - 10:55 AM
OnBase 101

OnBase is a single enterprise information platform for managing content and processes in a secure, centralized location. It provides the correct information to the right people whenever and wherever they need it. OnBase empowers organizations to become more efficient, agile, and effective. How does OnBase do it? Join us as we explore the six components that make up OnBase and how this solution can improve your work life. 

Emma and Jeff
10:25 AM - 10:55 AM
10:55 AM - 11:15 AM
Introducing the OnBase App Builder

The OnBase App Builder allows admins to reimagine OnBase user experiences. End users can now access OnBase through tailored web interfaces designed to optimize the work they do, rather than organized by the software module they are using. Tiled “quick access” interfaces provide direct access to frequently used OnBase features like document upload, search, and processing. 

colleen alber linkedin
10:55 AM - 11:15 AM
11:15 AM - 11:30 AM

Break

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11:15 AM - 11:30 AM
11:30 AM - 11:45 AM
WorkView | Improve Your Processes Fast with Low Code Application Development

Imagine the ability to rapidly adapt to changing business needs and challenges without the need for specialized knowledge. Low Code Application Development is the answer using Hyland’s WorkView module.  Hyland’s WorkView module is often referred to as case management because it allows you to manage each data item or case in a non-linear manner.  All workers will have a 360° into each case so they can efficiently manage it, whether you’re tracking employee records, training certifications, managing records requests, contracts, drug and alcohol testing, help text application or newsletter subscription, the possibilities are virtually limitless with OnBase WorkView. Learn easy ways to create robust business applications with little to no coding and enable your business to innovate at a pace and scale you expect in 2024.  We will demonstrate how your users can benefit from leveraging the WorkView Client make their daily tasks easier.  See how you can easily manage contracts, public records requests, help text application, and even auto-fill datasets with low code application development examples that you will want to implement in your solution today. 

Chris Krause_LI (1)
11:30 AM - 11:45 AM
11:45 AM - 12:00 PM
Artificial Intelligence for Intelligent Document Processing

The capture of unstructured content has roots that date back more than 30 years. Today’s capture, aka Intelligent Document Processing, takes adVANTAGE of Artificial Intelligence and Machine Learning to take automation to the next level. Vantage is a low-code platform that provides the foundation for automation, a title it earned due to its experience processing billions of documents. Pre-built “skills” incorporate capture and integrations, making deploying and promptly driving value into your organization easier. In this session, we’ll discuss how Vantage will help better your work life with capture and automation efforts by taking advantage of the latest Artificial Intelligence technology. 

jeff c
11:45 AM - 12:00 PM
12:00 PM - 1:00 PM
Lunch & Networking
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12:00 PM - 1:00 PM
1:00 PM - 1:20 PM
Unleash Efficiency in AP & HR: How Hyland OnBase Streamlines Workflows & Boosts Productivity

Tired of paper-based processes slowing down your Accounts Payable and Human Resources teams? In this presentation, you'll learn: 

  • How OnBase automates invoice processing, from capture to approval, saving time and reducing errors. 
  • Streamline employee onboarding and manage HR documents with ease, ensuring compliance and boosting productivity. 
  • Enhance collaboration and visibility across departments, making your AP and HR teams more efficient than ever. 
  • Discover how OnBase integrates seamlessly with your existing systems, eliminating data silos and streamlining workflows.
Chris and Jeff
1:00 PM - 1:20 PM
1:20 PM - 1:40 PM
What's New in OnBase Foundation

Here, we will spotlight the most exciting Hyland product innovations for both OnBase administrators and end users alike. Included are significant updates to OnBase Mobile, Web Client (think PDFs!), a NEW App Builder, and more. In addition, learn about some key purpose-built integrations such as Salesforce, Workday, and SAP Success Factors. The latest platform enhancements in OnBase Foundation 23.1 with existing technologies to build better solutions! 

colleen alber linkedin
1:20 PM - 1:40 PM
1:40 PM - 2:00 PM
Content Portal (powered by Jadu Central)

In this exclusive session, we invite you to delve deep into the expanding horizons of the Hyland Content Portal powered by Jadu. Join us as we unfold the comprehensive features and advanced capabilities that empower you to reshape your digital landscape effortlessly by sharing your critical content externally including your WorkView content! From the point and click familiar easy configuration and intelligent management to dynamic delivery across channels, this session is your gateway to unleashing the full potential of our innovative portal solution.  Explore the future of user-centric experiences, discover practical tips for enhancing collaboration with your vendors, constituents and more.  Witness firsthand the tools that will elevate your digital strategy to new heights. Get ready to expand your possibilities and transform the way you connect with your audience in the digital era! 

Chris and Colleen
1:40 PM - 2:00 PM
2:00 PM - 2:15 PM

Break

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2:00 PM - 2:15 PM
2:15 PM - 2:35 PM
Unleash the Future: Dive into the Hyland Experience!

Welcome to a transformative journey where technology meets innovation, and possibilities are boundless! Join us for the Hyland Experience—an immersive, cutting-edge exploration that transcends the ordinary. Insight and Automate... Hyland Experience’s next generation of cloud-native platform capabilities.  These initial services will enable intelligent content automation, and transform the way organizations leverage artificial intelligence (AI) for content and process management. Experience Insight leverages AI to optimize the decision-making process and provide advanced content enrichment and predictive analytics capabilities, while Hyland Experience Automate drives efficiency by streamlining workflows and driving complete end-to-end automation. Both services are compatible with existing Hyland platforms, allowing customers to leverage the latest innovation from Hyland Experience while maximizing the value of their current solutions. Learn more about these new solutions during this session. 

Chris and Ed
2:15 PM - 2:35 PM
2:35 PM - 2:45 PM
Managed Services & Naviant InsightIQ

Many organizations struggle to maximize the value of OnBase due to competing priorities, unexpected outages, and a lack of expertise. With Naviant Managed Services, we augment, supplement, or outsource your OnBase support team to industry experts. We will review our managed services offerings and future vision. Plus, we'll share success stories from organizations already using Naviant Managed Services. Naviant InsightIQ provides an out-of-the-box server, system, and performance monitoring solution that can help you identify and resolve issues before end users experience them. With proactive notifications and automated self-healing capabilities, the need for manual intervention from your OnBase administrators to investigate issues will be significantly reduced, and in some cases may be eliminated altogether. Join us to learn more about this exciting technology and the services Naviant can provide you to help identify and address root cause issues that disrupt the end user experience. 

2021_Greg Albert_LI
2:35 PM - 2:45 PM
2:45 PM - 3:15 PM
Trivia Time

Let’s round out the day with some fun trivia around NV & today’s content. There will be three rounds, lasting eight minutes each and a prize will be given to the winner of each round. 

Chris Krause_LI (1)
2:45 PM - 3:15 PM
3:15 PM - 3:30 PM
Wrap‐up & Conclusion

Please complete our Survey to be eligible for Raffle Prizes!

Chris Krause_LI (1)
3:15 PM - 3:30 PM
4:00 PM
Happy Hour & Appetizers
at The Depot 

325 E 4th St, Reno, NV 89512

Join us at The Depot Brewery for some networking and fun after a full day of learning. 

4:00 PM