OnBase and Workday Integration Roadmap

OnBase and Workday partnership

Workday is a leading provider of enterprise cloud applications for finance, human capital management and education. Since its founding in 2005, it has taken the market by storm.

Workday is no stranger to Hyland. As a popular choice with OnBase customers, requests for an OnBase and Workday integration have been pouring in. We even use it internally in our own Accounting and Finance department.

That’s why – when given the opportunity to partner with Workday – it made complete sense. Our two award-winning solutions integrating together provides the best of both worlds to our ever-expanding mutual customer base.

The value of integrating OnBase and Workday software

OnBase is a single enterprise information platform for managing content, processes and cases. Providing enterprise content management (ECM), case management, business process management (BPM), records management and data capture on a single platform, OnBase transforms organisations around the globe by empowering them to become more agile, efficient and effective.

Available as a hosted or on-premises solution, OnBase connects critical content with Workday software transactions, ensuring staff have the most up-to-date information to complete business processes – often without ever having to leave their familiar Workday screens. As an enterprise platform, you can leverage OnBase in places using Workday and expand across the enterprise as needed, connecting it with all your essential applications.

OnBase integrates with a variety of applications to help unite your most important asset: Your information. In its more than 25 years of existence, OnBase has developed a history of integrating with over 500 applications such as SAP, PeopleSoft, Infor Lawson, and now, Workday. As a result, we understand the importance and need to connect your information silos throughout organisation – acting as an integration hub that connects them all together.

OnBase and Workday integration roadmap

Our mission is to become Workday’s go-to integration partner for ECM solutions. As we’ve done with so many other applications in the past, we plan to build a seamless integration to work in sync with all of Workday’s products.

Currently, we are a Workday Solution Partner. Our work is focused on becoming a Workday Certified Solution Partner. To do so we must create an integration between the two systems that is repeatable and have two referenceable customers. Hyland’s plan is to become certified through its phase one integration project. We will do so by dedicating development and support resources to this effort, and anticipate a solution that will evolve beyond the phases planned here as the needs of mutual customers dictate.

Phase one – Workday Financial Management

Our roadmap for Workday integrations begins with Workday Financial Management, creating an integration for accounts payable invoice approvals. Once completed, this integration will allow users to work in Workday and access all supporting content stored in OnBase directly from Workday screens as well as kick-off automated business processes and reduce manual data entry with data capture technology.

 

With Workday Financial Management and OnBase working together, you will be able to:

  • Centralise capture and storage of invoices that arrive via paper, email, fax and EDI

  • Automate data capture to greatly reduce manual data entry for both header and line-item detail

  • Automatically pair/verify PO invoice line items with PO line data from Workday

  • Automatically match invoices to a Workday supplier

  • Speed up exception handling with the use of automated notifications and routing

  • Facilitate easy collaboration with others involved in the process through the use of electronic notes and markup tools

  • Leverage real-time interface between OnBase and Workday for invoice creation

  • Monitor processing and productivity via reporting dashboards

  • Access OnBase documents directly from Workday screens

  • View full audit tracking details for each invoice, helping to support audit compliance

Phase two – Workday Student

Our next integration focus is with Workday Student, an end-to-end student and faculty lifecycle information system designed to work seamlessly with Workday’s other products.

 

In the initial phase, the targeted OnBase integration for Workday Student will include:

Future – Workday Human Capital Management (HCM)

Our future plans include the creation of a repeatable integration between OnBase and Workday HCM, a solution built to manage employees effectively from acquisition and performance management to career development and succession planning.

The value of OnBase

For over 25 years, Hyland, creator of OnBase, has helped more than 15,000 lifetime customers by providing real-world solutions to everyday business challenges. That dedication is why Hyland realises double-digit growth year after year, and why 96 percent of our customer base continues to renew its annual maintenance. Our customers see the ongoing value of collaborating with Hyland and consistently continue to work with us.

Named a leader for the seventh consecutive year in the 2016 Gartner Magic Quadrant for Enterprise Content Management, OnBase is one of the most flexible and comprehensive software products on the market today, empowering users to grow their solutions as needs change and business evolves. It’s tailored for departments but comprehensive for the enterprise. The solution gives you what you need today and grows with you over time.

Ready to learn more? Contact OnBase by Hyland to speak with an OnBase expert to find out how your organisation can benefit by integrating OnBase with Workday.

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