SFIN Migration from Perceptive Content to Hyland Onbase



Cancelled [Cancelled]

0% complete, updated on Wed 2/7/24 8:57 AM by Samantha Back

Changed Status from New to Cancelled.
Duplicate project as Ashley created a B&F OnBase project for tracking.
Cancelling project


Thu 6/1/23 - Wed 2/7/24
Business and Finance
PCMO Evaluated / Large DoIT Project / Division of IT Project
None - No health has been set
Projects *Deactivated*
Mon 6/20/22 8:37 AM
Wed 2/7/24 8:57 AM
Wed 2/7/24 8:57 AM

Change Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
Reduction in the ongoing resource, software, and licensing costs realized by the reduction of one system.
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
Continue to support to duplicative systems and incur additional software and licensing costs
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.

Project Costs

Funding Status
Funding is necessary and has been approved

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
The successful migration of all processes currently in Perceptive Content over to Hyland Onbase.
Executive Sponsor Division
The executive sponsor's campus division.
Business & Finance
If this request is mandated, please provide details about what's driving the mandate.
If you selected Chancellor's Office, legal or collective bargaining requirement, please provide details about the policy, law or executive memorandum that’s driving the mandate.
To avoid supporting two duplicative systems and avoid additional software and Licensing costs, a decision has been made to move to Hyland Onbase.
Project Urgency
Indicate if there is a mandate or requirement driving this request.
Not mandated or required
Campus Enduring Commitments & Strategic Goals
For more information about the Campus Enduring Commitments and Strategic Priorities, please go to https://www.csuchico.edu/strategicplan/enduring... and https://www.csuchico.edu/strategicplan/.
Strategic Priority: Resilient and Sustainable Systems

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
EAPP Digital Transformation Team Samantha Back and Martine Mejia
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
Complexity of Implementation
What is the complexity of the project?
Moderate (multiple interfaces/impacts/dependencies)
What is the solution type?
The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
New features in an existing system, wide breadth/depth


Migrate Student Financial Services processes from Perceptive Content to Hyland Onbase.

Systems Affected

  1. Hyland Onbase

  2. Perceptive Content


Alternate Manager(s)


Stakeholders (1)

Melissa Taylor
Mon 4/25/22 5:14 PM