Likelihood to Recommend The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...
Read full review 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 Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion) User-friendly UI Relatively painless implementation 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 Standard edition is significantly lighter touch than the (pricier) Enterprise version There are similar solutions on the market that are competitively prices and offer positive user experience Data migration can be tricky at times 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 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.
Read full review Online Training 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 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.
Read full review Return on Investment As our customers vary in size and maturity, the ROI ranges accordingly. For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases. For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution. 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 Aurea Process Screenshots