The employment services company had been using OnBase, Hyland’s content services platform, to scan, store and retrieve documents. But a “system health check” the company did with its tech partner showed there was a significant opportunity for automation across the business.
The company began deploying OnBase’s advanced capture capabilities to extract information from state forms, which have different formats and come with specific compliance guidelines. Advanced Capture translated information from the complex forms and fed the data into Workflow, OnBase’s process automation tool, helping the company successfully meet compliance guidelines.
That proved especially crucial for an organization that — as a longtime provider of unemployment claims, employment verification and tax credit services — gets “flats of mail every day,” said one staff member.
A team of employees opens and sorts the mail, then hands it off to OnBase. The company needed a tool that would identify document types and keywords, and make the information easily searchable within OnBase.
Advanced Capture does all that — and much more.
The company also utilizes Reporting Dashboards, OnBase’s business analytics tool, to display key information in a visual, interactive way. The dashboards are organized by state and feature pie charts and graphs that allow team members and executives to gain insights into key performance metrics. They can also take a deeper look at the information driving the metrics with a few simple clicks.
The ability to see and analyze data in an easy-to-use way was a “game-changer” for the company, the staff member said.