Course Objectives
1. What will you learn in the Hyland OnBase – ECM Fundamentals & Configuration course?
You will learn how to implement, configure, and manage Hyland OnBase Enterprise Content Management (ECM) solutions. The course covers document management, workflow automation, records management, document capture, security, forms, reporting, integrations, user administration, and enterprise content management best practices.
2. How does this course prepare you for real-world OnBase ECM projects?
The course provides hands-on experience in configuring document repositories, automating business workflows, managing enterprise records, implementing document capture solutions, administering security, and supporting digital transformation projects across industries.
3. What practical skills will you develop during the training?
You will gain expertise in OnBase architecture, document types, keywords, document import, workflow configuration, Unity Client, user groups, security administration, reporting, lifecycle management, integrations, and system administration.
4. How will real-time projects improve your OnBase skills?
You will work on practical projects involving document management systems, invoice processing automation, HR document management, healthcare records management, contract management, and enterprise workflow automation.
5. What career opportunities can you pursue after learning Hyland OnBase – ECM Fundamentals & Configuration?
This course prepares you for roles such as OnBase Administrator, OnBase Consultant, ECM Consultant, Document Management Specialist, Workflow Administrator, Business Process Consultant, Enterprise Content Management Analyst, and Technical Support Engineer.
Popular Techniques Covered in This Course
Introduction to Hyland OnBase ECM
OnBase Architecture and System Components
Document Types and Keyword Configuration
Document Import, Scanning, and Capture
Workflow Design and Business Process Automation
User Administration and Security Management
Unity Client Configuration and Administration
Records Management and Compliance
Reporting, Dashboards, and System Monitoring
OnBase Integration and Enterprise Best Practices
Get Hands-on Knowledge about Real-Time Projects
Project 1
Project 1: Enterprise Document Management System
Configure an OnBase document repository to securely store, retrieve, and manage business documents with keyword indexing and security controls.
Project 2
Project 2: Invoice Processing Automation
Build an automated accounts payable workflow that captures invoices, routes approvals, and archives financial documents using OnBase.
Project 3
Project 3: HR Employee Records Management
Develop a centralized employee document management system for onboarding, compliance, performance reviews, and digital record retention.
Project 4
Project 4: Healthcare Medical Records Management
Implement an OnBase solution for securely managing patient records, clinical documents, and healthcare workflow automation.
Project 5
Project 5: Contract Lifecycle Management
Create an enterprise contract management solution with automated approvals, document versioning, notifications, and compliance tracking.
Key Features
Edubrights offers HYLAND ONBASE – ECM FUNDAMENTALS & CONFIGURATION Training in virtual mode with expert trainers. Here are the key features,
40 Hours Course Duration
100% Job Oriented Training
Industry Expert Faculties
Free Demo Class Available
Completed 500+ Batches
Certification Guidance
Curriculum
Module 1: Introduction to Hyland OnBase
- Overview of OnBase as an enterprise content management and process automation platform
- OnBase architecture: application server, database and storage
- OnBase solutions across healthcare, financial services, insurance and higher education
Module 2: Document Management
- Document import, scanning and index configuration
- Document types, keyword types and index forms
- Retrieval, foldering and cross-referencing documents
Module 3: Workflow Design
- OnBase Workflow Studio: life cycle, queue and action configuration
- User tasks, system tasks and notification actions
- Parallel processing, timers and exception handling
Module 4: Forms & Data Capture
- Electronic form design with OnBase Forms
- Unity Forms for web-based data capture
- Integration with document import and workflow triggers
Module 5: OnBase Integration
- Integrating OnBase with ERP systems: SAP, Oracle and PeopleSoft
- HL7 and FHIR integration for healthcare
- OnBase Integration Server and Unity API
Module 6: Mobile & Web Access
- OnBase Mobile App configuration
- OnBase Web Client setup and user access
- Unity Client customisation and deployment
Module 7: Administration & Security
- User group, role and privilege configuration
- Audit trail, disk group and volume management
- OnBase system maintenance and database considerations
Receive Training From Our Skilled and Effective Trainers
Hyland OnBase Certified Professionals All instructors hold Hyland OnBase certifications and have implemented OnBase at healthcare systems, county governments, financial institutions and insurance carriers.
Healthcare & Government Domain Expertise OnBase is especially prevalent in healthcare and government — trainers bring domain-specific configuration knowledge for medical records and public sector workflows.
Workflow Architecture Specialists With deep OnBase Workflow Studio experience, instructors design and teach workflow architectures that handle complex document processing scenarios efficiently.
Integration Engineering Background Instructors have integrated OnBase with major ERP systems and healthcare platforms preparing learners for the integration challenges of complex deployments.
Hyland CommunityLIVE Trainers participate in Hyland Community forums and the CommunityLIVE annual conference to stay current with OnBase development.
Professional Hyland OnBase – ECM Fundamentals & Configuration Certification
The Professional Hyland OnBase – ECM Fundamentals & Configuration Certification validates your expertise in implementing and administering Hyland OnBase Enterprise Content Management solutions.
Course FAQs
1. What is Hyland OnBase?
Answer: Hyland OnBase is an Enterprise Content Management (ECM) platform that helps organizations securely capture, manage, automate, and store documents and business processes.
2. What is Enterprise Content Management (ECM)?
Answer: ECM is the process of managing documents, digital content, workflows, records, and business information throughout their lifecycle.
3. What are the main features of OnBase?
Answer: OnBase provides document management, workflow automation, records management, document capture, reporting, forms, security, integrations, and business process automation.
4. Which industries use Hyland OnBase?
Answer: Healthcare, banking, insurance, government, education, manufacturing, legal, finance, logistics, and enterprise organizations use OnBase.
5. Can OnBase integrate with ERP and CRM systems?
Answer: Yes. OnBase integrates with SAP, Oracle, Microsoft Dynamics 365, Salesforce, Epic, PeopleSoft, Workday, and many enterprise applications.
6. Is OnBase suitable for enterprise organizations?
Answer: Yes. OnBase is designed for enterprise-scale document management, workflow automation, compliance, and digital transformation initiatives.
7. Does the course include practical projects?
Answer: Yes. The course includes hands-on projects involving document management, workflow automation, records management, and enterprise content management solutions.
8. Is Hyland OnBase beginner-friendly?
Answer: Yes. The course begins with ECM fundamentals before progressing to advanced OnBase configuration and administration topics.
9. Why should professionals learn Hyland OnBase?
Answer: OnBase is a leading ECM platform widely used by global enterprises, making OnBase skills highly valuable for ECM consultants, administrators, and digital transformation professionals.
10. What business processes can be automated using OnBase?
Answer: Invoice approvals, HR onboarding, contract management, document routing, records management, customer onboarding, compliance workflows, and document archiving can all be automated using OnBase.
Get Training Quote for Free
Testimonials
Hear What Our Students Say
"Transform your life through Education, hear it from our Alumni"
8 LPA
Siddharth
NIELSON IQ
Data Analyst
"Transform your life through Education, hear it from our Alumni"
6 LPA
Fathima
Student
Software Engineer
"Transform your life through Education, hear it from our Alumni"
8 LPA
Rahul
Student
Data Scientist
