OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.
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Square 9 Softworks
Score 9.7 out of 10
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For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$45
per month per seat
Pricing
OnBase
Square 9 Softworks
Editions & Modules
No answers on this topic
Square 9 Process Automation Essentials
$45
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
Offerings
Pricing Offerings
OnBase
Square 9 Softworks
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
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.
Square 9 Softworks is great in data management and flow. For us, they've done an excellent job with the Health Screening Tools, Cloud Storage/Management and Online Applications. It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
Fast Manual indexing with what we consider the best in point-n-click OCR indexing.
Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location.
Fast workflow designers for rapid implementation
Broad range of capture and information processing tools, easy to configure
Loaded with essential security options
Low price, and about 10X more powerful than MS SharePoint right out of the box.
Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry.
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.
Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy)
User adoption with any new process can be challenging, but overall user friendly menus
As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data.
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.
We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
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.
Super simple software to operate and configure. Very granular permissions and controls. Browser based setup with everything and very intuitive visual workflow building makes it easy to set things up. Troubleshooting document workflow issues is also made easy via the batch manager when you can track each document as it moves through the workflow.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
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).
The support we received from Square 9 Softworks was exceptional. From deployment to implementation, we always felt supported. The team we worked with had patience and exceptional response time. They were amazing to work with, I always felt supported. No matter how simple or complex my question was they always delivered.
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.
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
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
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
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.
A similar product I have used was Time Matters. For a Law Firm, I think Time Matters is more useful as it keeps track of everything for a client, including billing. However, since I now work for a legal department of a corporation, SmartSearch is definitley more useful. It is not possible to seperate the documents we have internally in neat client files. We have various miscellaneous documents for many different services and customers or vendors. SmartSearch allows us to organize in broad categories that make sense to internal employees using it and to make sure security is set on specific documents. Time Matters would not have been sufficient for our managers to have access to, since it uploads all documents to the file - some of which are confidential.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
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.
