Hyland OnBase Migration
Preserve metadata, permissions, and governance while modernizing ECM into Microsoft 365.
Many organizations running Hyland OnBase are modernizing their enterprise content management environments into SharePoint Online and Microsoft 365.
OnBase has long been used for document management, workflow automation, and case management across departments such as finance, HR, healthcare, insurance, and government.
As organizations adopt Microsoft 365 as their enterprise productivity platform, many are consolidating document management into SharePoint Online to enable modern collaboration, centralized governance, and AI capabilities such as Microsoft Copilot.
However, migrating OnBase repositories into SharePoint requires more than simply moving documents. It requires careful transformation of document types, indexed metadata structures, and security frameworks.
Cadence Solutions enables controlled OnBase to SharePoint migration using the Peregrine platform, designed specifically for complex ECM modernization initiatives.
Why Organizations Migrate OnBase to SharePoint
Organizations modernizing OnBase environments typically do so as part of broader Microsoft 365 transformation initiatives.
Improved Collaboration
OnBase environments often focus on document storage and workflow automation within departmental systems.
SharePoint enables broader collaboration capabilities including:
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real time document co-authoring
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Teams integrated document collaboration
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secure external sharing
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automated workflows using Power Automate
OnBase Migration Challenges
OnBase environments are often tightly integrated with business processes and line of business systems.
Typical migration challenges include:
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Document Type Architecture
OnBase repositories frequently organize documents around document types tied to business processes. These structures must be translated into SharePoint content types and metadata schemas.
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Indexed Metadata Fields
OnBase indexing structures must be mapped to SharePoint metadata fields while preserving searchability and classification.
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Application Security Models
OnBase often implements application driven security frameworks that must be rationalized into SharePoint’s permission model.
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Workflow and Case Management Dependencies
Some OnBase deployments include workflow automation or case management components that require redesign using Power Platform or Microsoft 365 automation tools.
Cadence OnBase Migration Methodology
Cadence approaches ECM modernization as a structured transformation program rather than a simple file transfer.
Typical migration phases include:
Why Cadence Solutions?
Cadence Solutions specializes in enterprise ECM modernization and Microsoft 365 governance architecture.
Our team has delivered more than 100 information management implementations across North America, supporting organizations in regulated industries including government, financial services, utilities, insurance, and healthcare.
Cadence combines migration automation through the Peregrine platform with deep Microsoft governance expertise, ensuring organizations modernize their content environments without introducing compliance risk.
Organizations migrating from OnBase benefit from Cadence’s ability to redesign information architecture, governance frameworks, and collaboration patterns within Microsoft 365.