Learning Paths

Find your path and start your journey.

Project Manager

7 Courses | 8 days, 6 hours, 28 minutes

The Project Manager is responsible for the management of customer implementation projects, from inception through project closure. They are responsible for driving solution definition, resource allocation, project direction, team building, budget control, non-conformity resolution and overall risk management.

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

  • Responsibilities of a Project Manager:
    • Develop project plans specifying goals, strategy, staffing and scheduling
    • Deliver timely and effective updates to internal and external contacts
    • Take an active role in resolving conflicts and delivering solutions
    • Actively participate in the growth of the general knowledge base of the OnBase team
    • Create and maintain project documentation
    • Manage and actively participate as a member of the project team to help create a sustainable, viable solution that is tailored to the customer’s requirements and objectives, while utilizing Enterprise Content Management (ECM) solution best practices

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 | 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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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 | 54 minutes | Premium

This course identifies specific techniques to ensure that the discovery for a business process accurately represents the desired process. We will examine the discovery process from the initial information gathering point to building an accurate test plan base that verifies the specific business requirements. Special attention will be given to standard pitfalls that face each workflow discovery team.

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Expert | 2 hours 10 minutes | Premium

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.

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