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PMG Service Catalog Suite (PMG SCS) and OnBase Integration

Do you run your business on OnBase? Do you find that it has extremely valuable information within it that you need for other critical business processes? If so, you might also find that there isn’t quite a module or functionality to achieve your goals without extreme customization and expense. The marriage of PMG SCS and OnBase allows you to fully leverage and optimize your investment in OnBase while improving your ability to create far more flexible and usable end-user experiences and workflows that cut across OnBase and other corporate business applications.

There are several strategic accomplishments when you leverage PMG SCS with OnBase:

  • Full Human Resource Management lifecycle support for onboarding, offboarding, and change management with built-in audit support (SOX)
  • Fully automated Enterprise Request Management (ERM) and/or Service Request Management and Fulfillment (SRM) with manual and automated provisioning
  • Actionable Service Level Management (SLM) that includes fully monitored and measured Service Level Agreements (SLA), Operational Level Agreements (OLA), and full reporting.
  • Financial Management that allows for service pricing, differentiated service levels and costs, departmental chargebacks, and full financial reporting.
  • Demand Management that provides for offering differentiated service levels to control and managed incoming demand for services as well as analytics for understanding existing and forthcoming demand.

PMG has extremely flexible, highly configurable, bi-directional integration with virtually all parts of OnBase leveraging web services, ODBC, and other APIs. Examples of the usages and applications abound, but typical examples include automation of HR, Finance, Shared Services, and IT business processes. A very common example is Employee Onboarding and Offboarding which may follow these high level steps:

  1. A manager needs to onboard, offboard, or move an employee,
  2. This request needs to leverage employee data from OnBase and update the employee records when complete,
  3. The request must follow a well-defined SOX-compliant workflow, separating duties and ensuring appropriate approvals and creating audit trail and reports

PMG SCS can incorporate any OnBase data within any of its Services and request forms. Administrative users can create dynamic forms using drop-down lists and search tools that display data and choices directly from OnBase in real time.

Using PMG SCS iDeliver BPMS, you can design the workflow and back-end integration into OnBase. Automated actions such as user creation (or modify or lock), change user profile, and change user role. These type of actions and many more can be dragged and dropped into any workflow for automated provisioning.

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