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Workflow: Implementation Best Practices

SECTION 1: Course Instruction

01 Introduction and Overview
02 Activity 1
03 Discovery and Functional Spec
04 Activity 2
05 Straw Man
06 Activity 3
07 Design Review and Implementation
08 Unit and User Testing
09 Activity 4
10 Post Implementation Steps and Conclusion

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

11 Final Assessment

Best Practices for Workflow Implementation investigates the Hyland Software Professional Services Group methodology specific to the project discovery and implementation of substantial line of business Workflow solutions. The course will take a look at each phase of the implementation process and identify the steps that should be carried out to realize success at the end of a project.

This class is for OnBase Professionals responsible for implementing or supporting an OnBase Workflow solution. Attendees should have some experience with OnBase Workflow administration and/or implementation.

  • OnBase
  • eLearning
  • P0617
  • Expert
  • 2 hrs 10 mins
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • An Overview of OnBase Workflow Solution
  • Understanding Reasons Projects Fail
  • What is a Methodology and Why Have It
  • An Overview of Methodology Phases
  • Discovery Goals, Tools, and Challenges
  • Project Scope and Success Metrics
  • Using Straw Man during the Design Phase
  • Understanding Design Process and Review
  • Implementation Checklist and Tips
  • Unit and User Testing
  • How to Conduct the Support Phase
  • Examples and Activities
Learning Paths with This Course