Training

OVERVIEW

Drive toward OnBase success with customized expert training.

We understand that no two organizations use OnBase the same way. While it’s easy to find online training for OnBase, we provide customized training specific to your system. We aim to ensure that every user, from end-users to administrators, can utilize OnBase to its fullest potential.

Customized training for long-term success

Our training programs are tailored specifically to your organization and system needs so that every user understands OnBase most effectively for their role.

Take full advantage of your system and investment

Ensures your team can efficiently use OnBase, maximizing productivity and enhancing return on investment.

WHAT TO EXPECT

Tailored instruction with flexible learning options makes it easy to learn OnBase.

Always included with a project

Our training plans are always included with OnBase projects and implementations and are custom to your needs.

Ongoing support and continuous learning

Beyond initial training, we offer additional support with options for refresher courses and training for new staff members, so your team remains proficient in using and maintaining your system.

Additional learning tools

You’ll also receive custom training documentation and recorded videos for easy reference and ongoing training needs.

Website Call Tracking

We have an ever-expanding trophy cabinet for our web design, SEO, and digital marketing work. Get in touch with our team today to experience what makes company stand apart from other digital agencies.
As a leader in SEO, web design, ecommerce, website conversion, and Internet marketing services, our firm prides ourselves on driving traffic, converting visitors.

Custom SEO Reporting

We have an ever-expanding trophy cabinet for our web design, SEO, and digital marketing work. Get in touch with our team today to experience what makes company stand apart from other digital agencies.
As a leader in SEO, web design, ecommerce, website conversion, and Internet marketing services, our firm prides ourselves on driving traffic, converting visitors.

Personalized Web Content

We have an ever-expanding trophy cabinet for our web design, SEO, and digital marketing work. Get in touch with our team today to experience what makes company stand apart from other digital agencies.
As a leader in SEO, web design, ecommerce, website conversion, and Internet marketing services, our firm prides ourselves on driving traffic, converting visitors.

Page Speed Optimization

We have an ever-expanding trophy cabinet for our web design, SEO, and digital marketing work. Get in touch with our team today to experience what makes company stand apart from other digital agencies.
As a leader in SEO, web design, ecommerce, website conversion, and Internet marketing services, our firm prides ourselves on driving traffic, converting visitors.

YOUR OPTIONS

Types of OnBase training we offer

End-user training

Empower your team with the skills to efficiently retrieve documents and execute processes within OnBase, ensuring they can achieve your business goals.

Solution training

Focused training on specific workflows, capture, and WorkView configurations ensure your solutions are used efficiently and correctly.

Subject Matter Expert (SME) training

Advanced training in distinct areas will enhance the expertise of your OnBase specialists and help them continuously improve their skills. 

Administrator training

Equip your system administrators with the knowledge to make changes and manage your OnBase system effectively, ensuring smooth operations and optimal performance.

Join the OnBase community

To keep learning, participate in all the in-person and virtual events, content, and conversations around OnBase.

INSIGHTS

Dig into data management and activation.

The Facets of Process Improvement: Optimization & Culture

The Facets of Process Improvement: Optimization & Culture

In “The Facets of Process Improvement: Optimization & Culture,” DataBank IMX emphasizes the importance of process optimization and fostering a culture of continuous improvement within organizations. The article outlines the necessity of having a comprehensive understanding of current processes through mapping and mining before implementing enhancements like Robotic Process Automation (RPA) to eliminate manual, repetitive tasks. It also highlights that sustainable process management requires commitment, executive sponsorship, and mechanisms for regular review and collaboration, ensuring that process improvement becomes an integral part of the organization’s operational excellence.

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Feast Not Famine: Catastrophic Loss Impacts Insurers’ Ability to Service

Feast Not Famine: Catastrophic Loss Impacts Insurers’ Ability to Service

In “Feast Not Famine: Catastrophic Loss Impacts Insurers’ Ability to Service,” DataBank IMX explores how a surge in catastrophic loss events is straining insurers’ operational capacity. From natural disasters to large-scale emergencies, these events highlight critical gaps in claims processing, customer communication, and backend infrastructure. The blog underscores the importance of modernizing systems with automation and digital tools to ensure service continuity, even under pressure. With the right technology, insurers can improve agility, maintain customer trust, and better navigate the complexities of high-volume, high-stakes claim environments.

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GET STARTED

Reach out to an OnBase specialist to get started.

Chat with an expert

Interested in a custom OnBase training? Let’s chat!

Are you looking for additional maintenance resources?

Learn more about Managed Services & Staff Augmentation services for OnBase.