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OnBase - Next Steps

Readiness Check

Complete the Readiness Check (docx) and email it to

Then we work together to make it happen!

The OnBase Team will review your readiness check and contact you to schedule a discovery meeting where we will agree on both the scope and timeline for the project. Generally projects include:

  • Solution development
  • Testing
  • Required modifications
  • Re-testing
  • Training
  • Deployment
  • Ongoing support and enhancements as needed

We will ask your organization to allocate resources for:

  • a Power User who will have a thorough understanding of the solution and can train and support other users in your organization; 
  • a Testing Team who will work with the DoIT OnBase team to test the solution before it is put into production.