Provident Credit Union Converts to OnBase for Records Management and Workflow Capabilities

Comprehensive content management expertise gives Provident a streamlined document management solution capable of expanding across 18 branches

CLEVELAND, OH (July 30, 2013) — Provident Credit Union, the 17th largest credit union in California with more than $1.8 billion in assets, converted to Hyland Software’s OnBase enterprise content management (ECM) system to manage records, streamline business processes and provide exceptional member service. The former IBM FileNet customer selected Hyland because if its innovative product roadmap and annual product release to support its future goals.

OnBase will help Provident Credit Union better manage member’s records, from  initial scanning of documents on the front end and throughout a member’s history with the credit union, to deliver superior member service.

“User experience was declining with our prior system because the solution didn’t have the advanced search capabilities users needed,” said Vivian Wang, Provident Credit Union’s project manager. “OnBase stands out as an ECM solution because of its superior search and workflow capabilities.”

By capturing documents and data electronically, then storing information in a central, secure location Provident will reduce costs in storage and shipping and will unite its 18 branches. The credit union will also adopt an easier information flow, and the ability to retrieve members’ records immediately, with the click of a button.

“OnBase records management enables complete life cycle management from document creation through final disposition, controlling the retention schedule according to the credit union’s set retention policies,” said Michelle Harbinak-Shapiro, Hyland’s financial services industry marketing manager.

For more information about how credit union can provide outstanding member service using document management, visit

About Hyland Software
For more than 20 years, Hyland Software has been dedicated to meeting organizations’ needs for document and process management with OnBase, an enterprise content management (ECM) solution suite. As OnBase has evolved through consistent product innovation, it remains focused on automating business processes that depend on documents, content and people to operate more effectively.

OnBase enables credit unions, banks and lenders to better manage the content that surrounds their processes. OnBase connects people to the documents, data and processes they need to make more informed decisions. Employee productivity increases because they spend less time searching for paper and dedicate more time to providing quality service to their customers and members.

More News