Monday, February 10, 2020

What is RAD, why should you care and what can Hyland Application Builder (also known as Workview / Case Manager) - makers of OnBase - do for me?

OK, this is one heck of an episode and it is packed with a tremendous amount of relevant information about RAD (Rapid Application Development), inclusive of supporting visuals, usage trends and use cases for Hyland Software’s App Builder tool (also known as WorkView and Case Manager).  Truth be told, this 1 Hour podcast could have been split into two episodes because there is so much great information Jim Morrison from Hyland Software shared with us.
Watch the podcast by clicking here or listen to the podcast by clicking here!
If you are in the healthcare, insurance, higher ed, government (Fed, State, Local), commercial sectors such manufacturing, logistics and transportation, distribution, banking and finance communities, you are in the right spot and this episode is for you.  I realize it is rather lengthy and a big commitment on your part to watch and/or listen, but for the sake of continuity, I just decided to bite the bullet and pack all the content inclusive of a demonstration into a single podcast. 
One aspect about Jim you will come to appreciate, he is the real deal and energetic - you get the straight scoop from him about Workview/App Builder.  He has a lot of practical industry experience and is very well suited to explain App Builder.  I recorded this on the last day of 2019 - Jim and I had a heck of a time getting our schedules coordinated, plus his wife was expecting with his 3rd child at any moment. 
 I thought I would be able to get this content edited, supporting illustrations all pulled together and posted weeks ago, but “stuff happens” -  and, let’s just leave it at that.    There will be a follow up to this podcast in the near future on this subject, we will build out in a live setting using one of their pre-built ACE starter files. We just couldn’t get through all the information in this single setting.  Check back later in the month for part 2.
What you will learn from Jim in this Podcast?
Jim breaks RAD down to its basic fundamentals and helps us all better understand why Hyland created what has been known in the industry as “WorkView” which now seemingly is undergoing through a bit of rebranding process.  Looks like Hyland is calling it, “Hyland OnBase Application Builder.”   It has also been referred to as Case Manager and Case Management – all which are appropriate words used to describe Application Builder. 
After watching or listening to this episode, you will walk away with:
  • Understanding the differences between Workview and Workflow offerings from Hyland
  • Having learned how and Workflow and Workview designed to work better together
  • Understanding the value proposition of using a Low Code, Configuration approach vs. a typical ground up, boot-strapped software development environment.
  • Learned about real-life use cases across a wide array of industries.
  • An understanding of why he is a huge proponent of “chunking” out your first applications. His message: “start smart small and scale up” from there.  App Builder becomes contagious rather quickly in organizations once they see and realize the benefits.
  • Questioning whether you should Build, Buy or CONFIGURE?? Which option is the right one for you?
  • Gained valuable insight into the differences between point case management solutions and Hyland App Builder.
  • An understanding the benefits of using or taking a “platform approach” with Case Management from Hyland – pulling through all the capabilities of OnBase from Document Management, Document Composition, Electronic forms, Dashboards, Workflow and much more.
  • Getting the inside scoop on why Hyland and Hylanders (you know who you are) are excited about their initial ACE Case Management Framework rollouts and their commitment to delivering more for their customers.
  • Gained insight into how customers of App Builder are using it every day to conquer new application challenges, are replacing aging apps, creating new applications that no off-the-shelf software could possibly solve without breaking the bank.
And, if all that is not enough, we will end up this podcast with a demonstration of App Builder in action using a Freedom of Information Act / Public Records deployment. If you are interested in jumping to the demo right away, jump to approximately the 42:29 mark. 
Bonus Segment
Usually, I like to have our guests provide us a bio about themselves near the introduction of the podcast.   This time around, Jim’s bio ended up a bit “extended” shall I say because he has a unique hobby that is rather intriguing - to say the least.  If you are an angler - hobbyist or professional or you have an interest in the deep sea, you won’t want to miss out on this one, trust me!
I hope you find this episode as interesting as I did while chatting with Jim, find a handful of valuable takeaways that you can bring back with you to the office and put your ideas to good use!  Thanks for watching/listening and please, leave your constructive comments in the feedback/comment section.
Watch the podcast by clicking here or listen to the podcast by clicking here!
All the best,


Wednesday, December 4, 2019

What is Governance Rules as a Service (GRaaS)?

Learn about the newest offering that has emerged in the marketplace that addresses Document Retention using an entirely new approach called, Governance Rules as a Service or GRaaS. In this episode, CAPTURE CAPITALIST interviews Tom Grucza, Senior Product Evangelist from Hyland Software and you'll learn what drove the creation of GRaaS, the partnership with Iron Mountain and Policy Center and he even conducts a demonstration of the GRaaS offering.

Hat tip to Tom Grucza from Hyland Software for your time and subject matter expertise during this interview.  Watch it by clicking here.

Thanks for watching/listening and I welcome your constructive feedback and any suggestions for future content.

All the best,


The Future is here - IoT Smart Connected Scanning featuring INfuse from Alaris. (720p)

Get the inside track on the newest offering from Alaris, a Kodak Alaris business called, INfuse - an IoT Smart Connected Scanning solution for the Content Services Platform marketplace. In this episode, we get the unique opportunity to interview Alaris' Worldwide Product Manager, Jim Forger and learn about INfuse's wide array of features including their innovative, patented technology that allows business users to deploy Smart Connected Scanning devices in the field without requiring IT involvement. You'll get the scoop on what drove the creation of INfuse, how early adopters of the technology benefit from the patented EasySetup, Perfect Page and System on a Chip feature sets packed into each and every INfuse deployment. Plus he even gives us a sneak peek into what is forthcoming in future INfuse product enhancements. All this and more!
Please visit to watch or listen to my new podcast.

Be sure to leave your comments and suggestions below for future episodes, I welcome your constructive feedback!

All the best,


Sunday, September 29, 2019

Introducing the Kodak Alaris INfuseAX powered by CAPSYS CAPTURE ONLINE

Introducing the INfuse IoT Smart Connected Scanning solution powered by CAPSYS CAPTURE ONLINE

Watch this 7 minute video and learn about the industry's first Internet of Things (IoT) Smart Connected Scanning solution powered by CAPSYS CAPTURE ONLINE.

Powered by CAPSYS CAPTURE ONLINE, the INfuse Smart Connected Scanning Solution offers IoT network-connected capture that sits at the front edge of an organization's process and integrates directly into a line of business system. Content can be on-boarded directly into business processes and real-time acknowledgement received at the point of origin.

Thanks to immediate exception notifications, missing forms, signatures, and other crucial information can be caught and corrected instantly, saving money and improving the customer experience. Integrations with leading Content Platform Services providers such as Hyland OnBase, ShareBase by Hyland, FileBound by Upland, Ephesoft, Microsoft Office365 SharePoint and many more are available from CAPSYS Technologies - or Integrated Document Technologies, Inc.

Monday, May 8, 2017

Game Changer for Credit Unions, Loan Servicers and the Banking Industry - ShareBase EFSS by Hyland

The Problem
In today’s loan origination climate, it is more competitive than ever for lenders - yet, the regulations and oversight have not at all eased for the financial institutions.  The ability to share content quickly originating from the commercial or retail consumer, lender, loan servicers, QA, or internal/external auditors, etc. is a growing need – as is the need to share it securely.  Using encrypted email as a means of sharing creates a number of hassles and challenges for all parties involved  and encrypted email doesn't work very well when it comes to the mass distribution and/or collection of data and documents.  SFTP (secured file transfer protocol) is an IT driven solution and again, for the layman, it isn't deemed the most user-friendly of options.

Typical internal IT infrastructure requirements and investments that are needed to provide document sharing capabilities include:
  • Storage Area Networks (SANS)
  • VM shells
  • Operating systems, hotfixes, patches, etc.
  • SFTP services
  • Firewall rule/ Encryption keys
  • Backups and Disaster Recovery Plans
  • And more...
Is there a better alternative to all this IT driven infrastructure, non-user friendly encrypted email and/or SFTP (secured FTP) available in the market that will meet the needs of the fiercely competitive lending market without comprising security while satisfying the internal and external regulatory and compliance mandates?

Practical and Affordable Relief
Banks, Credit Unions and Loan Servicers, can now consider a viable alternative available in the marketplace that offers secure, bi-directional file sharing in the Cloud providing 24 x 7 access for their commercial and retail customers.  And, they can achieve all of this new capability using a rapid application deployment approach that is unmatched in the industry while simultaneously freeing their internal IT staff from laborious, complex, infrastructure deployment hassles - typically fraught with lengthy, costly delays and oversight.

Document sharing in the loan origination marketplace many times originate with e-signature enabled PDF documents (available from DocuSign) such as the Initial Truth in Lending Disclosure process.  However, document sharing does not stop at the disclosure; it further extends to the loan funding, post-closing, trailing documents, HMDA reporting processes and beyond.  With the emergence of EFSS (Enterprise File Sync and Share) products such as ShareBase by Hyland, all of these document types and more – which can originate from various sources, at different points of time, containing PII (personal identifiable information); - can now all be easily and securely shared outside of the lending institution’s firewall.  Email becomes simply the notification tool directing the recipient where the content can be accessed securely in the Cloud.

ShareBase is hosted in a purpose built, private cloud specifically designed for content management in Hyland's data centers that are strategically located across the globe. Your organization will know exactly which region and datacenter your content is located and where it is also backed up.  Because ShareBase is hosted in a purpose built, private cloud, you can be assured your organization’s data will never be co-mingled with other client data and that it is protected with an encryption key that is unique to your organization.   

Employee turnover can create a challenge as well for organizations - especially when content has been shared outside of the organization.  When using ShareBase, your organization retains control of all content being shared.  That means your organization can easily transfer ownership of shared folders when employees change roles and easily revoke rights when employees leave the organization.   Active Directory integration is available as well.   

CAPSYS integration with ShareBase by HylandIntegrating your existing internal business workflow process with the ShareBase cloud is generally a breeze.  ShareBase offers a RESTapi that allows third party applications such as CAPSYS CAPTURE to directly provision populate, assign security rights, etc. to folders and documents in the ShareBase EFSS cloud.  Folder and document names are set using index values created during the capture process and through automation processes such as barcode processing or web DB lookups thus, become dynamically generated and subsequently are passed along through the RESTapi.  Our development team found this integration process to come together quite nicely in a very reasonable period of time.  The RESTapi services for ShareBase from Hyland are well documented.  

EFSS QSX by CAPSYS CAPTURE for ShareBase by HylandThe RESTapi integration with CAPSYS allows firms like ours to share documents without the need for the traditional, core OnBase offerings - automatically and according to business rules defined in our capture workflow process.  In the world of mortgage processing, the concept of trailing documents are a common challenge and getting that content properly captured, classified, indexed and quickly moved to corresponding EFSS folders quickly is a must and CAPSYS CAPTURE’s collection of extract, transform and load technologies coupled with ShareBase fulfills those needs.

Hyland also offers “ShareBase Interaction with OnBase” which provides previously developed and mature internal workflow processes used to underwrite paperless loans that can automatically provision secured and trackable EFSS (Electronic File Sync and Share) folders with necessary disclosure and loan documents that adhere to the credit union/bank loan origination process.  Actions such as creating the folder, populating the folder, setting access rights, including moving disclosure and loan documents outside of the bank’s brick and mortar to the secured cloud, notifying appropriate parties through email that the loan portfolio is available for their review and signature are all now entirely possible with ShareBase Interaction with OnBase.  

Read about how ShareBase from Hyland was deployed to solve real world external sharing challenges with their credit union partners while relieving some IT stress and simultaneously supporting compliance mandates by clicking here.

Document sharing is a two way street.  Retail or commercial customers can quickly add their own collection of documents to the initial loan package such as W2’s, Tax Returns, Employment Verification, etc.   Commercial customers could add quarterly statements, personal financial statements, year-end personal and corporate tax returns and upon submission of those documents. ShareBase Interaction with OnBase can monitor a folder for new incoming document additions, triggering an ingestion process to kick into gear and route those newly submitted documents into the Credit Union or Bank’s workflow and capture process for continued downstream processing.  The net result is you have a fully functional, bi-directional, safer and more secure alternative to sending documents through email systems or consumer grade, public cloud file sync and share services.

Some of the other noteworthy benefits of ShareBase that are noteworthy to mention include:
  • Easily transfer ownership of shared folders when users change roles and easily revoke rights when users leave
  • Provides an audit trail to see who has accessed what and when
  • Retain control over what documents get published outside of the organization
  • Very affordable, unlimited amount of storage, no storage fees
  • File sizes and file types are unrestricted
  • No software or licenses needed for recipient / external access
  • Licensed users can obtain a mobile version that allows your mobile device to not only browse and view folders and documents, but also contribute content from your mobile device such as documents, pictures, videos, etc.
    In summary, if you desire end-to-end, industrial strength EFSS that can be integrated with existing systems using RESTapi services, while providing a comprehensive bread crumb trail, well you got it with CAPSYS CAPTURE and ShareBase by Hyland.  Questions or comments? Feel free to drop me a note below!




    Wednesday, November 9, 2016

    What You Don’t Know about Case Management Could be Hurting Your Business

    What You Don’t Know about Case Management
    Could be Hurting Your Business

    By Paul Szemplinski, Co-Founder and CEO,
    CAPSYS Technologies. 

    Today, only a mouse click separates you from a problem your customer may be experiencing. And usually that click is an email message – the preferred method of communicating.

    A customer email is a signal for help and an opportunity to build your relationship.  If your response exceeds expectations, chances are you have retained the customer and increased loyalty.  If email messages are not responded to promptly, or in a way that exposes your company as inefficient, your reputation is at risk.

    In an era where customer satisfaction is expressed on social media, how your business processes email must reflect this new reality. 


    Enter Case Management – something that exists at every company that interacts with customers over email – whether it’s called ‘case management,’ customer service or incident management.

    Email systems by themselves are not an effective tool for managing customer service.  Here’s why:
    • Emails that go into one Inbox are only visible to the employee with access to that Inbox. 
    • Decision-makers may not know about the email and the issues contained within, how or if it was responded to.
      “Case Management software acts as a workflow engine, automating cases more efficiently than emails.”

    •  A single employee or manager can’t get a holistic look at the totality of interactions the client might have had with the various segregated departments within the organization. 

    Senior managers now face the question of how to reconfigure the enterprise to efficiently and effectively respond to the growing volume of customer emails, and their service expectations. Increasing server capacity is a common solution.  Yet the inherent open-ended nature of email requires more than adding capacity and better “managing” the Inbox.  

    The Case for Case Management Software

    Case Management is a software module added on top of an existing enterprise content management (ECM) system that is also integrated with an organization’s main line of business system (such as SAP, JD Edwards, Microsoft Dynamics, etc.). It acts as a workflow engine that automates and moves each ‘case’ throughout an organization in a more efficient and effective manner than can be accomplished through individual emails.

    Before the module is added, current steps taken by staff, and the systems for handling incoming emails, are reviewed in detail.  These interactions are then mapped to the Case Management software:

    • Who is responsible for various types of incoming ‘cases’ – this may be an Inbox, or a reply to a “Contact Us’” link on your website
    • How your company is now managing these inputs
    • How different issues are categorized
    • What action staff members take for each category, such as a new order, a compliant; checking the status of an order, etc.
    • How they are monitored, measured and held accountable to ensure proper handling

    An important part of any ECM system, especially with a Case Management module, is how data and documents are captured. Most companies deal with multiple document types: Word, Excel, PDFs, and TIFF files. Disparate file types can, however, present a problem to ECM systems. 

      “Everything related to a case is automatically assembled, providing a complete, 360 degree view of the incident or case."



    Some document capture systems, such as CAPSYS CAPTURE ONLINE, will ‘normalize’ or standardize the content into one consistent format (PDFs only, for example) as well as extract pertinent meta-data and content applicable to the case issuer. Having a standard format enables all data to be more easily handled. 
    Without normalizing content, you can imagine the inefficiencies:  Say a customer sends multiple file formats with an email.  Staff must either save or print out each file and tie them to a customer record, then pass all of this on to the appropriate person to handle.  This process likely will also require users to log into other line of business systems to research transactions, such as order history, credit information, returns, purchase orders, packing slips, etc.

    By contrast, with normalized content, the files move seamlessly to the Case Management module, and are ready to be acted upon.  All the prior case history is automatically pre-fetched and assembled in a logical manner, giving the case manager a complete, 360 degree view of the incident or case.  

    Once all the files are standardized and the Case Management module is up and running:
    • As soon as an email hits the Inbox, it is taken out of the email box and placed into the Case Management software
    • A ticket or case management tracking number is automatically assigned, and used thereafter throughout the process 
    • The email and its associated attachments are automatically converted or normalized (into perhaps PDF form) so the ‘case’ and its associated attachments are completely visible to the entire group that handles inquiries
    • The proper workflow for each type of ‘case’ is then initiated by the case management automation software 
    • Users can now easily access all the related data and any attachments, then interact with different internal systems (orders, credits, shipping, etc.) to take the appropriate action -- all with supervision and oversight to ensure quality customer service is maintained 

    Integration between internal systems in one place empowers staff to work smarter, providing a 360 degree view into all the information needed to make decisions.

      “Unlike email, Case Management software gives management a dashboard tool with a graphical view of staff actions, processes, systems and outcomes.”


    Email Can’t Provide Operational Metrics, and Other Benefits

    Unlike email, Case Management software gives management a dashboard tool with a graphical view of staff actions, processes, systems and outcomes.  For instance, the software can report how many complaints were received; the number of customer issues employees handled; and the metrics on completed cases.

    Overall, the software becomes a performance measurement tool, enabling your company to offer the right level of service, targeted to the right areas, in the most cost-efficient manner.
    Through an ECM system configured with document capture that normalizes all content and a Case Management module, business managers can create competitive advantage on a number of fronts:  

    • Simplified process for handling emails.  Customers experience a speedy response by an empowered staff that says, “We care”
    • Fast and easy access to all the documents, data and process events required for accurate decision making.  It is all there on one screen, creating a truly holistic approach to customer service 
    • Faster incident resolution and more comprehensive investigation of complaints 
    • Rapidly resolve issues, track customer information and manage relationships 
    • Significant enhancement of customer satisfaction and your company’s reputation for service

    All in all, adding Case Management software means you’ve got a better way to get work done.  Integrated with other internal systems, it’s a fast and simple approach to enhancing service. 

    #   #   #

    Contact CAPSYS Technologies or Integrated Document Technologies, Inc. today to learn how Case Management solutions can help your business.  

    Learn more at or