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The importance of software integrations

Having each operating system working independently is a recipe for costly delays, duplicate information and lack of cohesion.

Office team members in standup meeting

Whether you’re in healthcare or higher education, regardless of organization, when searching for an content management platform, you will want to have confidence that it integrates well with your “in-house” software technology.

Financial services companies, for example, want to know that a new content services platform – well, any solution, really – will play nicely with its core banking solution.

The reason why? No one wants to overhaul technology that’s already in place and working well, or challenge (i.e., frustrate) employees by changing the software applications and solutions they’re already comfortable working in.

Instead, you want a software solution that fits snugly within your current system, whether it’s an electronic medical record or core banking solution, so much so that your employees don’t even realize they’re accessing the solution.

“There’s a clichéd word we use to explain this: seamless,” says Glenn Gibson, product marketing manager at Hyland. “When we integrate OnBase (Hyland's content services platform) with other applications, it is very hard to tell where OnBase starts and the business application ends. We can extend its functionality right into the other application’s user interface. The user doesn't need to leave the application. All they know is, the application they always used just got much, much better.”

Software solutions that seamlessly (there’s that word again) integrate with established technology also allow for training ease.

No-hassle training

“Training is very simple,” says Gibson. “By keeping your users in the applications they are most familiar with, training requirements are minimal.”

Employees aren’t using work time to learn a new application or software process. Instead, they’re introduced to new functionality – a button or menu – presented in the style and format of their current application. For healthcare professionals, this might mean added functionality in their Epic EMR. Or for the vast majority of office workers, this could be a new button on the Windows ribbon of Outlook.

Outlook is much more than an email messaging tool. It keeps business processes moving by instantly sharing mission-critical documents and other pertinent information. By integrating with a solution like OnBase, users no longer store documents in their e-mail software. Instead, they save them right into OnBase without leaving Outlook. And email archiving is simple; just drag an email into an Outlook folder or auto-archive by subject line or keyword. Furthermore, any document in OnBase is available instantly, right from Outlook, regardless of how it was imported.

“Thousands of people use OnBase every day and may not even realize it,” says Gibson. “Their company benefits because those doing the tasks are instantly more productive. Time wasted looking for supporting documents, whether paper or electronic, is now completely eliminated, allowing business users to spend more of their time doing the important stuff.”

Integrates with any application

Gibson can’t emphasize enough the value of having an enterprise content management (ECM) solution that plays nicely with other technology.

“OnBase can integrate with any application,” he says. “Unlike many ECM software solutions out in the market today, the OnBase ECM integration can happen without any custom code. Almost anyone can learn how to integrate OnBase with core business applications, with little – if any – formal programming experience.”

Gibson goes on to say that Hyland’s implementation experience has taught it that OnBase is a key component in an organization’s overall content management strategy – but is rarely, if ever, the only component. And that’s fine, because that’s the way it should be.

“It's less a question of ‘will we integrate OnBase,’ and more a question of "how many applications will we integrate with OnBase". We understand this and work closely with our customers to make it happen.”