Likelihood to Recommend
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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Great for content management and records even for organizations whose staff are not much experienced in the technical backgrounds as it's easy to use and no previous knowledge on HTML is required. It is great for storing invoices and payment proofs and for organizations dealing with global clients for general use documents.
Read full review Pros 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 Document Management is being done well since it allows you to put in a corporate folder structure that applies to the business unit you currently work in. Records Management works well in this organisation as it allows you to classify the document according to the file plan, as well as manage it according to the retention schedule for tat file plan. The ability to collaborate on files works really well. You can share with users within your group, as well as allow other users access to the files for either read access to read/write access. Access control of the folder and even individual files allows you to ensure only necessary people can have the right type of access. This is especially welcome in the government environment where document management is of utmost importance. Read full review Cons 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 The user interface and configurability of that interface lack a lot of flexibility and modern tools. There needs to be stronger and more powerful integration to electronic forms and workflow capabilities which are core to modern ECM. Management of audit and content history needs to be modernized and made more dynamic and sustainable. 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.
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The staff is comfortable with it and I doubt they'd change at this point.
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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The interface is easy to understand and learn quickly.
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I never had any issues with access internally or via VPN. But, the response via VPN, was a bit slow.
Read full review Performance I used OpenText nearly every day and I never had any performance issues that I can recall. That said, it's not terribly fast either. 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
OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.
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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.
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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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No, it's pretty easy to implement and use.
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.
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Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this software.
Read full review Return on Investment 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 With OpenText Content Suite, we can easily keep documents safe Document collaboration is easy with OpenText We can easily handle invoicing and automation thanks to features such as content capture and imaging. With OpenText Content Suite, there is better file sync and archiving Read full review ScreenShots