Likelihood to Recommend
ECM -XD is great when you are linking documents of different types and from different sources into a single centralized location. There is no limit to the amount of information that can be retained for a specific complaint, investigation, etc. so situations where documents obtained at different times and from different personnel need to be linked to a single file are ideal. ECM -XD is less ideal for situations in which individual file information is simple with low density, or requiring a high level of customization. The user interface is likely more intuitive for novice users through other software options
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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 Great cloud integration of information. Saves a lot of space on network drives and eliminates need for local storage of critical documents. Very good comprehensive repository of information. Documents of different format and file extensions are allowed for upload and easy to access. Regulatory and auditory compliance. This platform facilitates documentation of customer feedback, and thus ensures GMP, ISO, and FDA compliance. 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 Customization could be made easier. Often times we instead have blank unused information fields for individual complaint files. Record display layout could be optimized. While very comprehensive, it could be difficult to find specific information. Mobile compatibility. I haven't seen any support for mobile compatibility. ECM -XD is typically only accessed on laptop and desktop machines in our organization. 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.
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Customer support for ECM -XD has been very responsive and quick to resolve issues and answer inquiries. Help contact links aren't very visible within the platform, and mobile or tablet support doesn't look to be documented. Overall, support is great from a functional perspective but could be easier to find and use with improvements in layout and interface design.
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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
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 Large annual cost savings ($500K+) in hardware and storage space of complaint-related documentation by moving to cloud platform. Significant time savings in information retrieval and audit preparation by centralizing information for multiple users to single repository. Easier GMP, ISO, and FDA regulation compliance through comprehensive linkage of documentation and customer feedback timeline. 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