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Top Rated
60 Ratings
8 Ratings
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Score 7.3 out of 100

OnBase by Hyland

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Top Rated
60 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

CB Dynamics CRM - Sharepoint Permissions Replicator

It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

The overall product itself is first class. The Hyland training department and the material provided is first class as well. The solution is scalable and agile. Because a solution can be configured with no coding required, it can meet needs without additional staffing. Solutions with Hyland can also be built on to. So, say you start with a small scan, index, and retrieve function and then later want to add on a workflow piece, you can take the same information, system and add on to the solution. From there, an organization can add on additional functions like work view/case management, advanced capture, and other modules to grow the solution.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Enterprise Content Management

CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
8.9
Content capture & imaging
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.2
File sync, storage & archiving
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.9
Document management
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.6
Records management
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
8.1
Content search & retrieval
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.0
Enterprise content collaboration
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
8.7
Content publishing & creation
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
7.6
Security, risk management & information governance
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.8
Contract lifecycle management
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.0
Automated workflows
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.4
Artificial intelligence
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
6.8
Mobile support
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
8.5
Integration
CB Dynamics CRM - Sharepoint Permissions Replicator
OnBase by Hyland
9.8

Pros

CB Dynamics CRM - Sharepoint Permissions Replicator

  • Visually friendly for the end user, maintaining the most common design style for workers
  • The adaptation time and the learning curve is relatively shorter than other similar applications
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

  • Integration with third party applications is amazing. Being able to get documents and information through email, folder importing, mainframe screens, other applications, and xml/csv streams was simple, powerful, and effective.
  • The Application Enabler utility is one of the best I've seen which allows integration with 3rd party applications to easily pull up and locate related information within an Onbase system.
  • The administration of the platform is simple and with minimal training can be maintained by a regular system administrator.
Anonymous | TrustRadius Reviewer

Cons

CB Dynamics CRM - Sharepoint Permissions Replicator

  • The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
  • Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
  • Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
  • Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

  • Lack of feature parity between clients. Some features are supported in Thick Client, but not in Unity Client (Or the other way around).
  • Confusing menu structures within administrative programs. Lots of bouncing between programs in order to configure or tweak things.
  • Report Services is an additional license and should be included with the base product.
Andrew Yoder | TrustRadius Reviewer

Likelihood to Renew

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

OnBase by Hyland 9.1
Based on 3 answers
Onbase is a multifunctional application that can integrate with nearly anything.
Anonymous | TrustRadius Reviewer

Usability

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

OnBase by Hyland 7.7
Based on 8 answers
As long as you know the document type you're looking for, OnBase is great. If you don't know the document type, you could have to look through many to find what you need. Or you could use a Custom Query, but then you have to learn which one to use. This is for the general user trying to retrieve documents. An Admin, or someone that uses OnBase daily will not have this issue and will consider easier to use.
Sheila Shaver | TrustRadius Reviewer

Support Rating

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

OnBase by Hyland 9.2
Based on 15 answers
I have had exceptional support from Hyland; however, I am a direct customer from Hyland and receive support directly from Hyland support technicians. I have heard complaints from other customers who have partner relationships as then the support is 100% driven through the partner and you are dependent on the skills and abilities of your partner corporate support team.
Beverly Ehlbeck | TrustRadius Reviewer

Implementation Rating

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

OnBase by Hyland 10.0
Based on 1 answer
N/a was not part of this decision process.
Anonymous | TrustRadius Reviewer

Alternatives Considered

CB Dynamics CRM - Sharepoint Permissions Replicator

Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

We utilized another product prior to OnBase but we were alerted that there were possible issues with solvency of the company. We were able to switch to OnBase. There are two other groups in our company that are using products (Alfresco and an internally created program) to share PDF files of drawings with others. While I have not used these programs here are some comments I have heard. These two particular software programs are limited to sharing only PDF files with users. This is to make sure that the native file is not downloaded and edited by anyone who so desires to make changes. Control of the master electronic drawing file is not possible in these programs
Anonymous | TrustRadius Reviewer

Return on Investment

CB Dynamics CRM - Sharepoint Permissions Replicator

  • Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
  • As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
Ronald Socorro | TrustRadius Reviewer

OnBase by Hyland

  • We have leveraged OnBase to automate many tasks that have been paper driven in the past and are now electronic.
  • Because OnBase is so versatile, it has been the solution for projects that otherwise would have caused the system to purchase another application.
Anonymous | TrustRadius Reviewer

Screenshots

OnBase by Hyland

Pricing Details

CB Dynamics CRM - Sharepoint Permissions Replicator

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$80*

* per user

CB Dynamics CRM - Sharepoint Permissions Replicator Editions & Modules

Edition
CB Dynamics CRM to SharePoint Permission Replicator for 100 User$3,6001
  1. per 100 users
Additional Pricing Details

OnBase by Hyland

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

OnBase by Hyland Editions & Modules

Edition
OnBase$25,0001
  1. one-time purchase
Additional Pricing Details

Rating Summary

Likelihood to Recommend

CB Dynamics CRM - Sharepoint Permissions Replicator
8.0
OnBase by Hyland
9.1

Likelihood to Renew

CB Dynamics CRM - Sharepoint Permissions Replicator
8.0
OnBase by Hyland
9.1

Usability

CB Dynamics CRM - Sharepoint Permissions Replicator
8.0
OnBase by Hyland
7.7

Support Rating

CB Dynamics CRM - Sharepoint Permissions Replicator
8.0
OnBase by Hyland
9.2

Implementation Rating

CB Dynamics CRM - Sharepoint Permissions Replicator
8.0
OnBase by Hyland
10.0

Add comparison