Learning Paths

Find your path and start your journey.

Business Analyst

13 Courses | 13 days, 12 hours, 5 minutes

A Business Analyst is responsible for bridging the technical side of OnBase to the business side of OnBase. Typically this role is responsible for understanding the business need and information related to the project requirements. The Business Analyst documents requirements in a way that makes sense both to the stakeholders and the implementation team and ensures the requirements map to the business need.

New to OnBase? Consider taking an End User Training course specific to your solution before starting this path.

  • Responsibilities of a Business Analyst:
    • Compile, analyze, and synthesize requirements from different sources to develop the systems requirements
    • Understand business change needs and assess the business impact of those changes
    • Capture, analyze and document requirements
    • Support the communication and delivery of requirements with relevant stakeholders

Courses in this Path


Beginner | 1 hours | eLearning

The Pre-Installation course will introduce you to the basics of ECM in general and OnBase in particular. It will demonstrate an essential process in an organization and how that process can be mapped to an OnBase solution. You'll also learn the fundamental OnBase concepts and how they are used to create a solution. This course is a prerequisite for our OnBase classroom courses such as Introduction to Installation and System Administration.

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Beginner | 3 days | Instructor-led

Are you new to OnBase? OnBase Fundamentals is for you! This three-day course is designed to provide you with a basic understanding of the various components that can be used to create OnBase solutions. Course activities include highlighting terminology and common language used by end users, OnBase administrators and Hyland Global Services consultants; classroom discussions & activities led by seasoned OnBase professionals; and hands-on lab exercises.

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Intermediate | 1 hours 5 minutes | Premium

This course discusses a new Client offering that leverages Microsoft’s latest WPF technology. This new Client is application server-based, providing many benefits, including increased performance over a WAN and deployment benefits utilizing Microsoft’s ClickOnce technologies. The deployment benefits also allow for a rich end-user experience in a hosted application. The new Client introduces a number of productivity features that make OnBase easier to use. The new Client also has personalization at its heart, allowing administrators or integrators to create task-centric screens for end users by leveraging a reusable gallery of components, thereby greatly increasing the user’s productivity and lowering training costs.

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Beginner | 5 days | Instructor-led

The System Administration course is designed to introduce new and existing OnBase System Administrators to the use, maintenance and administration of OnBase. The class provides in-depth, hands-on experience that directly maps to the day-to-day activities of an OnBase System Administrator. The class also investigates effective maintenance strategies and resources available to OnBase System Administrators.

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Intermediate | 2 hours 16 minutes | Premium

This extended training course focuses on how to implement Folders as part of an OnBase deployment. It is critical that OnBase System Administrators and business understand the essential elements of an OnBase Foldering solution. This course is designed to take attendees through the transition of identifying the need for OnBase Folders to conceptualizing the design considerations based on business requirements and end users' needs.

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Intermediate | 33 minutes | eLearning

Quick Look: Improving User Experience is an eleven-part web-based training series highlighting some common OnBase functionality that may not be so common to the typical end user - functionality that exists within every OnBase solution! The mini-courses in this series provide information we believe will make an immediate impact on your OnBase experience.

OnBase users are busy people. We've all been trained to be effective in our specific roles within OnBase. But over time, with constant evolution and upgrades to the products contained in our solutions, it's easy to miss the enhancements that have been added to make our lives easier. Every course in this series will give you that little extra advantage, save you a little more time and make your OnBase world just that much brighter!

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Beginner | 48 minutes | Premium

OnBase Studio is a revolutionary tool that makes the job of crafting OnBase Workflow and WorkView | Case Manager solutions faster and easier.

Join OnBase Training’s Studio experts – Matt Discenzo, Jeremy Negrey & Wayne Wernick – as they cover the basics of working with OnBase Studio and demonstrate how to get started with Studio in order to build basic OnBase Workflow & Case Management solutions.

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Beginner | 1 hours 16 minutes | eLearning

Quick Look: Workflow and OnBase Studio is an eleven-part, web-based training series which will walk you through, step by step, the process of building your first Workflow life cycle using OnBase Studio. By the end of this Quick Looks series, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, you’ll also be able to navigate through OnBase Studio with ease.

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Intermediate | 1 hours 10 minutes | Premium

OnBase Studio provides an intuitive, consolidated interface for the configuration of several OnBase modules and functionalities including Workflow, BPMN, Unity Projects and WorkView. This course focuses on the role of OnBase Studio in Workflow configuration and why it has vastly improved the Workflow administration experience over the OnBase Configuration Client. If you've transitioned your Workflow configuration and administration from the Configuration Client to OnBase Studio or are thinking about it, this is the course for you!

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Intermediate | 5 days | Instructor-led

This level one course introduces OnBase End Users and Partners to the processes and tools associated with designing, implementing, modifying and testing OnBase Workflow implementations. Training scenarios require students to employ multiple functions within their Workflow design. The course presents a hands-on approach to understanding the Workflow interface, interactions and possibilities.

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Beginner | 1 hours 41 minutes | eLearning

Quick Look: Unity Forms Configuration is a fourteen-part, web-based training series which will walk you through, step by step, the process of building your first Unity Form. By the end of this Quick Looks series, not only will you be comfortable using terms like custom action, calculated field, and reverse lookup, you’ll also be able to take your electronic forms to the next level by incorporating these easy-to-use features into them.

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Intermediate | 1 hours 35 minutes | Premium

Reporting Dashboards is a powerful business analytics tool that displays information stored in OnBase in a visual, interactive way.

In this course, learn how to create highly customizable, complex Reporting Dashboards using our intuitive, drag-and-drop interface.

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Intermediate | 41 minutes | Premium

Whether you use an iPad, an iPhone, an Android Phone, a Blackberry®, or a Windows Phone, when you download the OnBase mobile application, you’ll have the power of OnBase at your fingertips and ability to make well-informed decisions faster than ever before.

This course explores the installation and configuration of OnBase mobile applications on supported devices, including platform-specific demonstrations for each device.

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