ONBASE DELIVERYIt’s about more than software

As you grow your OnBase solution, from your first implementation through your future needs, you won’t subcontract with multiple vendors to get what you need to succeed. Our services are never outsourced.

That’s because Hyland Global Services is staffed with more than 450 experts, including technical consultants, principal consultants, project managers, and workflow and case management consultants, all with a combined proficiency in integrations,

HYLAND GLOBAL SERVICES

infrastructure and databases. Using the tools and methodologies we’ve developed over the past 25 years, we execute an average of 500 projects a year.

We work with you to define your success criteria, your objectives and the results you need to see. Then, we help you plan your implementation. Finally, our team ensures you are properly staffed and have the appropriate supporting resources for your project, and that it meets your scope, budget, timeline and training needs.

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In addition to our industry-leading, single-platform, enterprise information management solutions, Hyland Software provides world-class professional services.

With experienced staff and proven implementation methodologies, our in-house services team ensures you maximize your OnBase solutions, delivering an immediate return on your investment, as well as providing ongoing value.

Ready to learn more? We’ll walk you through all the programs Hyland Global Services has to offer.

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• ROI AssessmentAn ROI assessment is an in-depth look at the total economic impact OnBase will have on your organization. We evaluate the precise data points surrounding your content, roles and technologies to deliver a comprehensive analysis of current costs and expected ROI with the proposed implementation of OnBase.

• Change Management Having a structured approach to manage change dramatically increases overall project success, user adoption and desired business outcomes. Our four-tier methodology takes into account

alignment between leaders, stakeholders and software users; identifies and manages both risk and impact of the changed processes; provides communications designed to inspire and engage; and develops training specific to your initiatives.

• Strategic ConsultingThis service is a focused evaluation of targeted areas in your organization. Our consultants conduct workshops on specific disciplines including strategic planning, taxonomy, records management, enterprise governance and engagement management, providing you with the documentation and guidance you need.

TEST & TRAIN CLOSUREGO LIVE

Enterprise Consulting ServicesMany technology solutions fail because organizations don’t plan for the future, guarantee executive sponsorship or define their long-term success criteria. Your first implementation is not the end of your solution. Without an enterprise plan or roadmap, you may not realize the full potential and ROI of OnBase or its application enterprise-wide. We help you plan for managing change, sponsors, adoption and end-users’ expectations. We help ensure your OnBase solution evolves and changes with your business needs.

PLANNING FOR YOUR ORGANIZATION

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• Enterprise AssessmentWe’ve conducted more than 100 enterprise-wide assessments – a comprehensive, enterprise study of process and technologies that align executive and business-level initiatives. Working with the C-suite, program managers, sponsors and end users with a vested interest in OnBase,

the team helps move forward decisions that maximize the full capabilities of your OnBase investment. The assessment provides visibility into the types and sources of enterprise content, assets, technologies, people and processes and how it all impacts your short- and long-term enterprise goals.

IMPLEMENTATIONDISCOVERYINITIATION

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Working Toward Your Project Goals It’s quite common to have a list of projects you need to accomplish each year. However, sometimes the staffing, experience and knowledge of OnBase solutions is limited internally. Even if you have an assembled team, a project manager and some technical resources, you may need someone to come in and supplement that team. Rather than hiring permanent staff for a temporary need or project request, contract with Hyland to quickly fill the role with the right OnBase expert. Our consultants work toward your project goals, focusing on the tasks you need completed.

Outsourced System Administration With Outsourced System Administration, we step in to support your defined daily, weekly and monthly OnBase

administration tasks. We do all the traditional care of your OnBase solution to make certain there is no gap in coverage or internal support.

Rather than pulling internal resources from other projects or cross-training already overburdened staff, our Hyland consultants are ready to step in and support you on the very first day. Additionally, working closely with your internal help desk or IT staff, you can capture what training and knowledge transfer you need in-house for the long-term support of your solutions.

STAFF AUGMENTATION SERVICES

Our Staff Augmentation Services is a simple way to keep your initiatives, projects and solutions running well, despite any staff shortages, vacancies or gaps in OnBase experience. For the duration of the engagement, your Hyland consultant is dedicated to your efforts, so you have full control over tasks and priorities. Hyland is prepared to complement your current teams, in the areas you need, for as long as you need, whether that’s for weeks, months or years.

Hyland is prepared to complement your current teams, in the areas you need, for as long as you need.

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Many of our consultants are aligned by either industry or solution type. More than likely, they’ve encountered similar implementations and are equipped to lead you to a best-in-class OnBase solution by leveraging deep experience and industry best practices.

UpgradesWith each new OnBase release, Hyland provides thousands of incorporated software change requests as well as many new modules, enhancements and features. To that end, we’re here to assist with your regular upgrade schedule and process.

Our consultants will define your OnBase solution upgrade requirements. Then, we’ll review with you what you currently use, functionality and any changes that will impact your production environment — ensuring a smooth and seamless upgrade process.

IMPLEMENTATION SERVICES

Whether you are ready to begin with your first OnBase solution or are looking to implement additional OnBase solutions, you’ll work directly with our Implementation Services teams. Our consultants work with you from the initial discovery phase all the way through to a final, formal deployment sign-off.

Our consultants work with you from the initial discovery phase all the way through to a final, formal deployment sign-off.

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Imaging Services’ Offerings 1. Scanning and Indexing: Our experts scan and index

all documents, regardless of how they are packaged. We then give you the native electronic images/index data for import into other systems as needed.

• Paper documents of any size, including large format and unique sizes

• Micrographics, including microfilm, microfiche and aperture cards

• Services to convert paper or electronic documents to COM

2. Indexing Only: We can provide indexing services for documents you have scanned or imported. All that is required is electronic access to your OnBase system.

3. Hosting: We can make all imported documents available via the web client with our Cloud Services.

4. Courier Services, Physical Storage and Secure Destruction: Logistics for document hand-off meet your exact needs, whether you prefer our courier services or yours. We then return the physical documents to you, store them in our warehouse or vault, or perform secure destruction that satisfies security and document retention policies.

Imaging ServicesImaging Services helps you convert paper documents, film and other data formats to electronic content within OnBase. Performing inventory and indexing of these assets can be cost prohibitive in terms of allocating resources over extended periods of time using very manually intensive processes. In contrast, our Imaging Services team uses intelligent capture software for faster, more accurate indexing, specifically designed hardware for separation, and resources dedicated to the imaging practice. We do all the heavy lifting, and you get all the content you need in one place and immediately accessible via OnBase.

Likewise, if you’re packaging, shipping and storing documents in an offsite warehouse, basement, file cabinets or with a third-party, Hyland can convert these documents to immediately accessible and electronically indexed content.

Database Platform Migration ServicesPeriodically, our customers need to migrate from one database platform to another. Our Oracle® and Microsoft® certified database engineers can help if you are faced with this task. We’ll help you optimize the destination database to maximize performance and validate data migration. We also provide comprehensive documentation of the migration.

1. Comprehensive: Our consultants take complete ownership of every aspect of your conversion project in this turnkey, fixed-bid service. We conduct all project tasks – from discovery through export, import and QA, reducing constraints on your internal resources. We use custom conversion tools and a proven extraction methodology, built from over 20 years and hundreds of conversion successes. We’ve converted from more than 50 enterprise systems and platforms as well as home-grown solutions in all industries.

2. Transform & Load: This service is essentially the Comprehensive offering with the exception of the extraction step. Hyland provides the specifications and your team manages the content extraction. This may be ideal for teams with a hosted OnBase system and advanced expertise of the converted legacy system.

DATA CONVERSION SERVICES

If you have one or many existing content management systems in place today, you will inevitably have to consider converting data from them. Hyland has performed hundreds of successful conversions from legacy systems to OnBase – totaling over 4.5 billion documents migrated into OnBase.

3. Consulting: Our conversion experts act as your mentors at this service level. We afford your team the opportunity to learn best practices, methodologies and insight to support the necessary conversion tasks. This enables you to engage a conversion consultant on-demand and still drive the conversion process from beginning to end as you see fit.

4. Export: This option affords you the ability to own the task of importing legacy content and data into OnBase. Our consultants extract your legacy system files and metadata to an agreed upon staging location. You then import the legacy data at your own pace. This may be ideal for you if you have in-house resources with conversion experience yet you’re looking for specific guidance or oversight on a conversion from a specific system.

And it makes sense. The ROI for transferring and consolidating data, processes and technology from legacy systems to a single system can be enormous.

The support, administration, maintenance, upgrades and staffing alone can justify a conversion to one repository.

We offer four service levels designed to meet your scope, timeline and budgetary needs

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Custom Solution and Integration ServicesWhen customers need specific functionality, our Custom Solution consultants are available to help design custom applications and scripts to extend OnBase functionality seamlessly with a number of well-known line-of-business systems including SAP®, Infor Lawson™, PeopleSoft®, Datatel®, Workday® and Salesforce®. Global Services fully tests these effective OnBase API solutions and provides guidance on how to best implement, test and maintain these solutions going forward.

Performance ConsultingOnBase solutions have layers of technology, all of which contribute to performance. We’ll review the general health of your database server environment, capacity planning, maintenance plans and how to optimize the database. We’ll also review your plan and design infrastructure for SAN/storage configuration and sizing to provide specific guidance for performance improvements required to maintain a high-performing, healthy solution for your exact infrastructure, usage and requirements.

Capacity and Scaling ServicesAs a scalable ECM solution, OnBase grows with changing workloads. Our engineers work with your technical staff and business units to determine when it’s time to scale, compiling resource utilization data and workload context to identify the current state, your scaling needs and to identify potential future resource constraints.

Highly Available and Disaster Recovery ServicesHighly Available (HA) and Disaster Recovery (DR) services provide you an evaluation of your enterprise architecture to determine the best methods — leveraging existing capabilities where possible — for highly available solutions and disaster recovery. Based on your organization’s stated goals of uptime, recovery point and recovery time, we’ll provide the direction you need.

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ENSURE YOUR SOLUTIONS MEET THE PRACTICAL NEEDS OF YOUR BUSINESS

OnBase is purpose-built – designed to scale and grow with your business. Yet, it’s often difficult for organizations to know what questions they’ll face as their solution grows. With 25 years of experience and more than 15,000 customers, we have insight into all of the questions you should consider.

As a scalable ECM solution, OnBase grows with changing workloads.

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Certifications and Strategic CoursesProfessional OnBase certifications are the cornerstone of an OnBase strategy and deployment. Our industry-recognized certifications enable your OnBase professionals who administer, design or implement OnBase solutions to gain practical, hands-on application experience. OnBase certifications typically require five days of course and classroom work, and are valid for a two-year period. Earn certifications onsite at Hyland’s world headquarters, regional locations, remote training facilities, at your organization or online - either instructor-led or through a self-paced offering that you can schedule around your availability.

Premium SubscriptionPremium Subscription is an annual subscription for valid OnBase organizations. It provides 24/7 access to online, on-demand training for all stakeholders in your organization. We’ve cultivated hundreds of hours of role-based, technical and business training and made it available to anyone in your organization, at any time and from anywhere. All you need is one subscription to provide your entire organization with a year of customized, industry and niche solution-specific training from those who work with OnBase.

TechQuest Technical ConferencesTechQuest, Hyland’s technical training conference, is offered three times per year. It’s not only an intense week of technical training, it is a unique opportunity to renew certifications and interact with the most experienced team of OnBase professionals in the world, including the OnBase developers behind the product. We host more than 70 sessions, led by OnBase consultants and trainers who have seen and deployed OnBase solutions first-hand.

OnBase Certifications include: • System Administrator • Advanced System Administrator• Workflow Administrator• Advanced Workflow Administrator• API• WorkView/Case Manager

EDUCATION SERVICES

Today, Hyland Global Services is home to nearly 30 Education Services certified trainers and consultants. Education Services extends beyond traditional classroom and online training. We offer classes in multiple languages across regions and even onsite at your organization.

We succeed together.At the heart of it, our mission is simple – it is for you to succeed by providing you with world-class experience as well as the tools and the training you need. Your potential with OnBase is unlimited. We are your trusted advisors, your collaborators, your educators – in short, your partners. When you succeed, we succeed – together.

© 2017 Hyland Software, Inc. All rights reserved. 2752-01-17