Learning Paths

Find your path and start your journey.

Business Analyst

9 Courses | 13 days, 6 hours, 42 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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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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Beginner | 2 hours 15 minutes | eLearning

Think about a file cabinet. Simple. Familiar. Easy to Use.

Now think about a file cabinet populated without human interaction. Folder structures created and populated automatically based on business needs and categories.

Finally, picture yourself creating these automated file cabinets and becoming a hero to all who use them. This series will show you how!

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Beginner | 1 hours 25 minutes | Premium

Workflow and OnBase Studio: Introduction, is a course which will walk you step by step, through the process of building your first Workflow life cycle using OnBase Studio. By the end of this course, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, you’ll also be able to create those items while navigating through OnBase Studio with ease.

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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 | 42 minutes | Premium

Every company has forms for their many business processes. Unity Forms are easy to design, create, and manage, improving business processes throughout an organization. Join technical trainer Sara Lemp as she explains how to create, edit, test, and publish Unity Forms.

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Beginner | 59 minutes | Premium

Reporting Dashboards is a powerful business analytics tool that displays information stored in OnBase in a visual, interactive way. The user interface is highly customizable and intuitive, providing convenient views into your organization’s data through features such as full screen support, customizable themes, dashboard actions, and drilldown support.

Through Reporting Dashboards, highly complex dashboards can easily be created using simple drag-and-drop functionality. Quickly view and interpret relevant data and make proactive business decisions with Reporting Dashboards.

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Intermediate | 21 minutes | Premium

Whether you use an iPad, iPhone, Android, Windows Phone or Windows Tablet, you have the power of OnBase at your fingertips. Use OnBase Mobile to get work done, not matter where you are.

Join Scott Roark as he demonstrates the available functionality and walks through how to get your system set up for on-the-go access.

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