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3 OnBase Reports

that will optimize your business

OnBase’s Reporting Dashboards has quickly become a REQUORDIT customer favorite due to the wide range of applications, usability, and ease of creation through a point-and-click interface. Although there are dozens of use cases we have seen over the past several years, see three below that can help maximize the human potential of your organization today! 

Something as simple as managing the payment of inbound invoices can be mind bogglingly complex and disjointed when encountered with the modern business world, where vendors still send a mixture of paper and digital copies through many different mediums. Further complexity arrives in the form of the multitude of supporting documents that may arrive at various times and get lost in massive chains of email communication. 

How on Earth are we supposed to manage such a decentralized process involving multiple business units and external entities and still maintain a consistent audit trail while spurring productivity and automation? Reporting Dashboards give you the ability to build a single, dynamically filterable screen to display data from multiple systems providing end to end transparency around the entire AP process. 

Although the options are truly unlimited, it will allow for dynamic point and click filtering by exception types making sure money is not getting held up due to easily solvable problems. Through a simple bar graph, track employee workload and easily filter by department or company with checkboxes. Let the system automatically highlight invoices approaching due dates and assure that everything is paid on time. Gain visibility into all invoices, approved and unapproved, and take your process to the next level. 

I recently wrote about how expensive managing even a simple, low-risk procurement contract can be averaging well over $6,900 and 40+ hours and involving several departments. With all of the different approvals and reviews that must be completed internally as well as externally, it would be nice to have a single source of truth for where exactly these contracts are in the process. 

Reporting Dashboards are again a perfect fit for this process as they will provide visibility and drill-down capability into each type of contract, each contract administrator, and each approver. Let Reporting Dashboards automatically filter contracts within 3 months (or any interval) of expiration and ensure that everything is executed on time. 

Verify user contract loads to maintain balance throughout your internal operations while always keeping track of contracts out for external execution. Get quick access to relevant contract documents and applications directly from the Reporting Dashboards interface. Easily prepare for your daily meeting with native export of all underlying data to Excel or share Reporting Dashboards at the click of a button. 

Sometimes it is just as important to evaluate what is MISSING as what is present. Let’s look at the example of a Human Resources employee file. In a traditional paper environment, this process will only be as waterproof as the personnel providing the manual review of each file. If an employee drops off a new copy of a missing document to complete their file there is still a chance that it gets lost in the shuffle or perhaps in those endless strings of emails. 

Reporting Dashboards can immediately identify when a required document is missing and in conjunction with workflow automation can even automatically send out reminders to the employee to turn in the missing document, removing that responsibility from the HR Clerks. Managers of departments can log into the same dashboard and see only employees in their department through dynamic Security Keyword filtering.  

Compliance reports are not constrained to Human Resources, but can also be configured for managing Vendor compliance, Project Portfolios, Dossiers, Backup Billing, and many more use cases. Allow reporting Dashboards to always keep track of what documents are in and which need to be brought in soon. 

The Importance of Centralized Reporting…

The modern business ecosystem is constantly evolving in real time as businesses seek out the latest and greatest tools and technology to gain a competitive advantage. This environment has led to an explosion in the number of applications supported by these organizations. In a recent Wall Street Journal article, it was said that the average number of apps within a company increased 68% on average from 2014-2018 and that the average firm can expect to be maintaining over 129 apps throughout the organization. With the rise of COVID and further digitization as a result this number will surely increase. 

One look at the sheer volume of these apps presents some questions. How do we know if these various applications are truly managing their respective processes efficiently? How can dozens of apps be evaluated for the “forest” (process) and not for the “trees” (the apps themselves)? Which of these applications contains the “source of truth” with regards to data integrity? To answer these questions, it would behoove your organization to explore an initiative to centralize your reporting within a robust and flexible platform capable of being the hub for these many disparate applications.  

We believe that OnBase’s Reporting Dashboards are the perfect solution because it can put data from multiple systems on a single visual report that can be built without an IT background and immediately allow powerful filtering and dynamic security capabilities within a robust platform that is easy to maintain. 

DYNAMIC REPORTING DASHBOARDS FOR PROCESS AUDITING

Free webinar

Multiple Data Sources in a Single Screen

Let’s take a step back and look at the following scenario: 

XYZ Construction currently utilizes 4 applications for their Accounts Payable process including their ERP, Ticketing software, Project Management software, and an employee HR portal. Currently the only way to share information between the systems is to email someone with access to the reports. These reports would need to be manually compared and there is a lot of double data entry when data does not line up between systems. These discrepancies can be difficult to identify. 

By implementing Reporting Dashboards with OnBase these applications can easily be reported on a single screen that monitors crucial events and timeframes such as employee SLA’s, Project timeframe from initiation to completion, auditing material receiving and much more. 

Click and Drag Configuration, Easy Sharing

With their new Reporting Dashboards solution XYZ Construction can empower its business  leaders with the ability to create visual dashboards in a simple click and drag interface. Out of  the box elements include pie charts, bar graphs, date range filters, chloropleth maps to filter by  state/region, and many more. Users can export dashboards to a url or image to share with  others as well as natively export to Excel for further analysis. 

Dynamic Filtering, Intelligent Security

XYZ Construction can now click on any element on their new Reporting Dashboard to  dynamically filter the content, such as a Vendor Management dashboard where they can click  on a state and immediately filter the report to only vendors in that state. They only need to  build each dashboard type once and based on Security Keyword assignment each user is able to  access the report and see only data that they are allowed to see. Any sensitive data can be only  displayed to parties with higher permissions. 

If your company is drowning in applications without a clear, centralized reporting mechanism OnBase’s Reporting Dashboards is a no-brainer. The added benefits of usability and dynamic security make it simple to deploy and maintain, so there is no reason to delay making your organization more efficient, transparent, and competitive. 

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 Jack Shales

Jack Shales

Sales Engineer at REQUORDIT. Jack has spent the last 5 years at REQUORDIT starting in Support before migrating to Sales and assisting with Pre-Sales Business Development with particular focus on and passion for business process automation and OCR technology. Through countless demos, engagements, and proofs of concept he has successfully guided many companies through their software purchasing decision in the Pre-Sales space.

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3 OnBase Reports

that will optimize your business

OnBase’s Reporting Dashboards has quickly become a Requordit customer favorite due to the wide range of applications, usability, and ease of creation through a point-and-click interface. Although there are dozens of use cases we have seen over the past several years, see three below that can help maximize the human potential of your organization today! 

1.

Accounts Payable Processing

Something as simple as managing the payment of inbound invoices can be mind bogglingly complex and disjointed when encountered with the modern business world, where vendors still send a mixture of paper and digital copies through many different mediums. Further complexity arrives in the form of the multitude of supporting documents that may arrive at various times and get lost in massive chains of email communication. 

How on Earth are we supposed to manage such a decentralized process involving multiple business units and external entities and still maintain a consistent audit trail while spurring productivity and automation? Reporting Dashboards give you the ability to build a single, dynamically filterable screen to display data from multiple systems providing end to end transparency around the entire AP process. 

Although the options are truly unlimited, it will allow for dynamic point and click filtering by exception types making sure money is not getting held up due to easily solvable problems. Through a simple bar graph, track employee workload and easily filter by department or company with checkboxes. Let the system automatically highlight invoices approaching due dates and assure that everything is paid on time. Gain visibility into all invoices, approved and unapproved, and take your process to the next level. 

2.

Contract Management

I recently wrote about how expensive managing even a simple, low-risk procurement contract can be averaging well over $6,900 and 40+ hours and involving several departments. With all of the different approvals and reviews that must be completed internally as well as externally, it would be nice to have a single source of truth for where exactly these contracts are in the process. 

Reporting Dashboards are again a perfect fit for this process as they will provide visibility and drill-down capability into each type of contract, each contract administrator, and each approver. Let Reporting Dashboards automatically filter contracts within 3 months (or any interval) of expiration and ensure that everything is executed on time. 

Verify user contract loads to maintain balance throughout your internal operations while always keeping track of contracts out for external execution. Get quick access to relevant contract documents and applications directly from the Reporting Dashboards interface. Easily prepare for your daily meeting with native export of all underlying data to Excel or share Reporting Dashboards at the click of a button. 

3.

Compliance Exception Reports

Sometimes it is just as important to evaluate what is MISSING as what is present. Let’s look at the example of a Human Resources employee file. In a traditional paper environment, this process will only be as waterproof as the personnel providing the manual review of each file. If an employee drops off a new copy of a missing document to complete their file there is still a chance that it gets lost in the shuffle or perhaps in those endless strings of emails. 

Reporting Dashboards can immediately identify when a required document is missing and in conjunction with workflow automation can even automatically send out reminders to the employee to turn in the missing document, removing that responsibility from the HR Clerks. Managers of departments can log into the same dashboard and see only employees in their department through dynamic Security Keyword filtering.  

Compliance reports are not constrained to Human Resources, but can also be configured for managing Vendor compliance, Project Portfolios, Dossiers, Backup Billing, and many more use cases. Allow reporting Dashboards to always keep track of what documents are in and which need to be brought in soon. 

Dynamic Reporting Dashboards for Process Auditing

Free webinar

The Importance of Centralized Reporting…

The modern business ecosystem is constantly evolving in real time as businesses seek out the latest and greatest tools and technology to gain a competitive advantage. This environment has led to an explosion in the number of applications supported by these organizations. In a recent Wall Street Journal article, it was said that the average number of apps within a company increased 68% on average from 2014-2018 and that the average firm can expect to be maintaining over 129 apps throughout the organization. With the rise of COVID and further digitization as a result this number will surely increase. 

One look at the sheer volume of these apps presents some questions. How do we know if these various applications are truly managing their respective processes efficiently? How can dozens of apps be evaluated for the “forest” (process) and not for the “trees” (the apps themselves)? Which of these applications contains the “source of truth” with regards to data integrity? To answer these questions, it would behoove your organization to explore an initiative to centralize your reporting within a robust and flexible platform capable of being the hub for these many disparate applications.  

We believe that OnBase’s Reporting Dashboards are the perfect solution because it can put data from multiple systems on a single visual report that can be built without an IT background and immediately allow powerful filtering and dynamic security capabilities within a robust platform that is easy to maintain. 

Multiple Data Sources in a Single Screen

Let’s take a step back and look at the following scenario: 

XYZ Construction currently utilizes 4 applications for their Accounts Payable process including their ERP, Ticketing software, Project Management software, and an employee HR portal. Currently the only way to share information between the systems is to email someone with access to the reports. These reports would need to be manually compared and there is a lot of double data entry when data does not line up between systems. These discrepancies can be difficult to identify. 

By implementing Reporting Dashboards with OnBase these applications can easily be reported on a single screen that monitors crucial events and timeframes such as employee SLA’s, Project timeframe from initiation to completion, auditing material receiving and much more. 

Click and Drag Configuration, Easy Sharing

With their new Reporting Dashboards solution XYZ Construction can empower its business  leaders with the ability to create visual dashboards in a simple click and drag interface. Out of  the box elements include pie charts, bar graphs, date range filters, chloropleth maps to filter by  state/region, and many more. Users can export dashboards to a url or image to share with  others as well as natively export to Excel for further analysis. 

Dynamic Filtering, Intelligent Security

XYZ Construction can now click on any element on their new Reporting Dashboard to  dynamically filter the content, such as a Vendor Management dashboard where they can click  on a state and immediately filter the report to only vendors in that state. They only need to  build each dashboard type once and based on Security Keyword assignment each user is able to  access the report and see only data that they are allowed to see. Any sensitive data can be only  displayed to parties with higher permissions. 

If your company is drowning in applications without a clear, centralized reporting mechanism OnBase’s Reporting Dashboards is a no-brainer. The added benefits of usability and dynamic security make it simple to deploy and maintain, so there is no reason to delay making your organization more efficient, transparent, and competitive. 

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