Applied Epic vs. OnBase

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Applied Epic
Score 8.4 out of 10
N/A
Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.N/A
OnBase
Score 8.1 out of 10
N/A
OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.N/A
Pricing
Applied EpicOnBase
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Applied EpicOnBase
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Applied EpicOnBase
Enterprise Content Management
Comparison of Enterprise Content Management features of Product A and Product B
Applied Epic
-
Ratings
OnBase
9.0
43 Ratings
9% above category average
Content capture & imaging00 Ratings9.241 Ratings
File sync, storage & archiving00 Ratings9.233 Ratings
Document management00 Ratings9.942 Ratings
Records management00 Ratings8.540 Ratings
Content search & retrieval00 Ratings8.543 Ratings
Enterprise content collaboration00 Ratings8.234 Ratings
Content publishing & creation00 Ratings9.522 Ratings
Security, risk management & information governance00 Ratings9.233 Ratings
Contract lifecycle management00 Ratings9.724 Ratings
Automated workflows00 Ratings9.223 Ratings
Artificial intelligence00 Ratings9.511 Ratings
Mobile support00 Ratings9.315 Ratings
Integration00 Ratings7.522 Ratings
Best Alternatives
Applied EpicOnBase
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Score 9.7 out of 10
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MediaValet
MediaValet
Score 9.8 out of 10
Enterprises

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Score 9.8 out of 10
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User Ratings
Applied EpicOnBase
Likelihood to Recommend
8.0
(5 ratings)
9.4
(43 ratings)
Likelihood to Renew
-
(0 ratings)
8.8
(7 ratings)
Usability
-
(0 ratings)
8.6
(9 ratings)
Support Rating
7.0
(1 ratings)
6.3
(16 ratings)
In-Person Training
-
(0 ratings)
9.1
(1 ratings)
Online Training
-
(0 ratings)
8.2
(1 ratings)
Implementation Rating
-
(0 ratings)
8.7
(3 ratings)
Configurability
-
(0 ratings)
9.1
(1 ratings)
Vendor post-sale
-
(0 ratings)
9.1
(1 ratings)
Vendor pre-sale
-
(0 ratings)
7.3
(1 ratings)
User Testimonials
Applied EpicOnBase
Likelihood to Recommend
Applied Systems
[Applied] Epic is great for holding information but it does take time to enter data correctly if you want to be able to complete reports accurately[.]
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Hyland Software
OnBase is a content services solution for organizations that need high visibility to documents or information across multiple teams or departments. It supports users' access control, workflow functionality with transaction history, electronic document retention, and destruction documentation. Hyland can support the organization for implementations or solutions, or the organization can utilize the education services and build out the solution themselves.
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Pros
Applied Systems
  • Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
  • Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
  • Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.
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Hyland Software
  • Workflow and Configuration - easy to learn
  • Documentation for each application and toolset
  • Hyland Account Managers and staff are knowledgeable
  • Robust User Community that helps solve an issue or make recommendations
  • Web client - no application installation needed on a PC for users
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Cons
Applied Systems
  • Some of the questions in the applications are repetitive.
  • The manual is not especially user-friendly - our agency is working on a new one for easier navigation.
  • Better integration with our other software programs would be beneficial to our agency.
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Hyland Software
  • I personally find the user inferface to be obnoxious and obtuse.
  • When we have issues it is often hard to resolve the problem as there are many variables such as file types, DPI, and scanner setting that combine to make it hard to pinpoint trouble spots.
  • The upgrade process has always been a nightmare for our team. We are not on the latest version now due to this issue.
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Likelihood to Renew
Applied Systems
No answers on this topic
Hyland Software
OnBase has become a core part of our enterprise solutions toolkit due to its ever-growing integration capabilities. Any business process that produces or tracks documents or object entities can be modeled and managed within OnBase and used to supplement almost any line-of-business system that we use.
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Usability
Applied Systems
No answers on this topic
Hyland Software
You get out of something what you put into it. You reap what you sow! If an organization will spend time setting the solution up, dedicating staff to its development and ongoing support, and always keep the end-user in mind during development, you will have one of the most well-received solutions in your organization. So many organizations that I speak with stand up a solution but don't commit someone to its upkeep and development. It is vital that you have the staff to work within the solution on a daily basis.
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Support Rating
Applied Systems
I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.
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Hyland Software
This rating is a compromise because I technically have 2 tiers of support.
I go through a re-seller that I give a (10). I send an email and receive acknowledgment within minutes.
For the few times we need to contact Hyland for assistance, it sometimes takes a couple of days to receive a response - and then the first tier might go back and forth a dozen times through email instead of initiating a phone call. And for an advanced issue, they take too long before they forward to an evangelist or someone more knowledgeable that is able to assist. I give that process an (8).
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In-Person Training
Applied Systems
No answers on this topic
Hyland Software
The trainer was very knowledgeable and was a Hyland employee. The training was at their corporate headquarters, so it allowed our team to become familiar with organization and culture.
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Online Training
Applied Systems
No answers on this topic
Hyland Software
With the Premium subscription, there is a tone of training with audio and practice options.
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Implementation Rating
Applied Systems
No answers on this topic
Hyland Software
Using Hyland professional services to assist with the implementation made things much easier. They have the knowledge and experience to get the system live as users are expecting
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Alternatives Considered
Applied Systems
I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution.
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Hyland Software
The version of SharePoint we were utilizing was not very practical. We oftentimes had issues with archived documents, where they could be found or opening them all together. It seemed the older the document the harder it was to access when logged into SharePoint. This is critical in our business as we need to behave full access to documentation sent and received for an owner's account.
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Return on Investment
Applied Systems
  • Positive - ease of login/home screen.
  • Positive - ease of search tool.
  • Positive - financial reports.
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Hyland Software
  • OnBase provides a very reliable ECM platform for the company.
  • OnBase helped to remove the dependency on paper files and file folders. This saved real estate cost as well as facilitated the ability to work from anywhere.
  • OnBase made same day processing of all incoming and outgoing documents a reality.
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ScreenShots

OnBase Screenshots

Screenshot of an Approval for an Ad-Hoc Task.Screenshot of Onbase's Dark Mode.Screenshot of the Document Viewer.Screenshot of the Send to Department feature.Screenshot of the Workflow Stage.