Here’s the scenario: A customer calls requesting a change be made to the design of one of the products you make for them. Who gets that call? Typically it's the salesperson — the person who deals with customer on the most regular basis.
这意味着它取决于销售人员通过电子邮件，电话或人员会议向工程传达所需的变更。虽然此过程在最终结果方面非常有效，但它对工程来说，在他们工作的设计软件系统外部提供的信息，对工程进行了重大负担;此外，他们需要报告回到有关变更的状态更新的销售，以便销售可以让客户通知。
有它onbase图纸管理软件, Hyland Software is looking to address this issue. Becca Toth, head of industry marketing for Hyland Software, says “we’ve found that engineers at most companies don't want sales people to have access to their CAD systems.”
Even if most engineers were OK with sales having access to their design software, there is also the issue of significant costs incurred for the deployment of additional seats so that sales can access the CAD system.
According to Toth, OnBase integrates with a company's existing CAD system to deliver read-only CAD drawings to sales. This way, sales can bring up the drawings in a meeting with the customer, review them, and make notes on the read-only file without affecting the source files that engineering uses. Using the OnBase system, the sales person can then send the marked-up, read-only files to engineering for action through the document management system’s workflow process.
“Then, as engineers follow the workflow steps to correct the issue, sales can look into the system at any time and know what’s going on and report back to the customer,” says Toth. With this kind of controlled access to documents, “we’re breaking down the barriers that can inadvertently exist between departments.”
除了能够实现工程变更管理和应付帐款任务的工作流程，补充组增加了Onbase文档管理系统还可以在降低释放不合格零件的风险方面发挥作用。onbase一种方式是通过与公司的时钟系统集成。当一个员工时钟进入时，Toth说，可以立即通知员工，在开始工作之前需要进行更改，并需要在开始和接受。
