Likelihood to Recommend
[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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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.
Read full review Pros 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. Read full review 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 Read full review Cons 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. Read full review 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. Read full review Likelihood to Renew
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.
Read full review Usability
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.
Read full review Support Rating
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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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). Read full review In-Person Training
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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With the Premium subscription, there is a tone of training with audio and practice options.
Read full review Implementation Rating
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
Read full review Alternatives Considered
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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The version of
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
. This is critical in our business as we need to behave full access to documentation sent and received for an owner's account.
Read full review Return on Investment Positive - ease of login/home screen. Positive - ease of search tool. Positive - financial reports. Read full review 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. Read full review ScreenShots