OnBase
Overview
What is OnBase?
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Popular Features
View all 13 features- Document management (38)9.494%
- Content capture & imaging (37)9.494%
- Content search & retrieval (39)9.494%
- Records management (36)9.393%
Reviewer Pros & Cons
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- We use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems th...
- We recently have received a couple projects to utilize API. That functionality in our version is somewhat limited. We are excited to upgrade and be ab...
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- Premium Consulting / Integration Services
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What is OnBase?
OnBase provides a spectrum of turn-key industry and departmental solutions that are tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase provides the capability to automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT.
OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to everyone who needs it, giving visibility into processes and system performance while storing, protecting and expunging content.
OnBase Features
Enterprise Content Management Features
- Supported: Content capture & imaging
- Supported: Document management
- Supported: Records management
- Supported: Content search & retrieval
- Supported: Enterprise content collaboration
Additional Features
- Supported: Case Management
- Supported: Reporting and Analytics
OnBase Screenshots
OnBase Video
OnBase Competitors
- IBM FileNet Content Manager
- Oracle WebCenter Content
- Laserfiche
- Box
- OpenText Enterprise Content Manamagement (ECM)
- M-Files
OnBase Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows |
Mobile Application | No |
Supported Languages | Arabic, Bosnian, Chinese (simplified), Chinese (traditional), Croatian, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian (Cyrillic), Spanish, Swedish, Thai, Turkish, Vietnamese |
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Healthcare and OnBase: match made in heaven?
- Scales to the users and departments leveraging OnBase.
- Integrates with many different line of business applications.
- Provides online resources.
- The scanning options are plentiful to meet the requirements of a process.
- Process automation through Workflow.
- Change management. The process of moving code through environments (test to prod) is cumbersome.
OnBase is an incredible tool that is well worth the investment!!
- The Workflow engine is awesome for automating approval processes. We use OnBase for Legal requests, hardware requests, travel requests, corporate credit card requests, file transfer requests.
- Workview is an incredible module for gathering and displaying summary information. We utilize it highly in a subsidiary to manage their legal contracts, their financial billing process and their travel.
- We use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems that are not yet API enabled.
- We recently have received a couple projects to utilize API. That functionality in our version is somewhat limited. We are excited to upgrade and be able to utilize more.
A highly tool-able ECMS to meet almost any requirement set
- Customization.
- Breadth of modules & capabilities.
- Content management.
- Google apps support.
- Cloud team responsiveness.
- Dependence on Microsoft Office.
Hyland OnBase is a Market leader and worth the investment
- Workflow
- Forms
- Document Storage and Retrieval
- Process automation
- Rapid Application Development
- OnBase is so robust I am still learning all of the features.
Advancing content services in a homerun kind of way
- Low code system design
- API integrations to support multiple challenge
- Implementations and professional services
- Education support and training classes
- Customer community sharing and connection options
- Service support response time
- Separate support for customers who hosts their software in-house versus customers who allow Hyland to host their solution versus resell vendors
- More timely updates to solution software support documentation
- Online Training
- In-Person Training
- Scanning documents
- Organize and store documents securely
- Display documents based on user roles
- Facilitate secure delivery of documents to customers
- There are areas of improvement for tools provided to migrate changes from one environment to another.
OnBase from a System Administrator Perspective
- Workflows
- Document Retention/Security
- Document Ingesting/Indexing
- Document Retrieval/Storage
- Documentation is lacking
- OnBase/DocuSign Integration
- Affordable Training
OnBase Projects are easy and fun
Since 2010, the AP invoice process has been upgraded to Hyland's automated SAP posting using OCR, workview and workflow, and an electronic invoice ingestion process via email. The move to electronic forms over email requests has been successfully used by the AR team. 14 forms for AR flow through a single workflow to manage requests and workload. The use of OnBase across additional departments such as Regulatory, Export, and Master Data Management, Credit/Collections, and Finance have been successful.
The mission statement is to use OnBase to manage business transaction related documents and processes.
- 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
- Cloud services need some maturity - good for new users but harder for on-prem to justify for us
- Upgrades - Internal testing improvement to reduce bugs
- Support - internal experience is lacking in specific application areas they support
Highly Customizable Document Management Solution
- Document maintenance
- Customizable workflows
- Securing data and information
- Granular configuration
- Support has gone down in quality in the past couple years
- Pricing on certain modules is prohibitive for smaller organizations
OnBase - Data, Documents, Workflow and Processing no longer a chore
- Automated forms processing through workflow: Retrieve information from external database, update form, send notifications, acquire approvals.
- Outlook Integration: File and retrieve emails or documents from OnBase while remaining in Microsoft Outlook.
- Use barcodes to automatically import and index documents with no user interaction required.
- Training. Hyland offers Premium Subscription training, but there is a cost. I feel that since upgrades are part of our maintenance agreement, we should be able to access the training required for using and understanding the upgraded modules.
- Workflow Documentation. Workflow generates documentation for either the Admin or the User. Neither one is easily modified to acquire only the information we really need and the users will understand.
Enterprise Content Management Software Review
- OnBase provides solutions that are easy to manage.
- OnBase has integrations with other software platforms.
- OnBase makes it easy to capture and process physical and electronic content, so the information is accessible to users immediately after import.
- It would be nice to have a dedicated support team when an issue arises instead of opening a ticket and being placed in a queue for support.
- The support turnaround time is lacking. Sometimes we wait hours or days for a response.
- If your issue isn't resolved with support upon first contact, it is hard to get a follow up.
OnBase for Records Management.
- Manages Information.
- Processes Uploads to applicable categories effectively.
- Handles documents of incredible sizes.
- Updates!!!!
- Adding and deleting accesses.
- Modifying document uploads.
Hyland OnBase - Evaluate Your Needs Before Purchasing
- Houses documents for easy retrival.
- Allows for simple document scanning and storage.
- Has the ability to allow paperless document import so document do not have to scanned.
- Makes the review and document sharing process easy.
- Has security features that allow you to keep only the staff you want to view documents able to access them.
- 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.
OnBase by Hyland: An Honest Review
- OnBase by Hyland offers scalability that we couldn't get anywhere else.
- OnBase by Hyland is low-code configurable. With the right training and effort, great solutions can be built without heavy programming.
- OnBase by Hyland is dynamic in the available use cases. We are able to use it for submitting documentation to sending out audit information for review. Its uses are endless.
- OnBase by Hyland could do a better job vetting out each of the releases to ensure that functional work doesn't break after the upgrade.
- OnBase by Hyland needs to make some changes within their software support team. Turn around of issues or escalating ongoing issues shouldn't take as long as it has taken us on some recent issues.
- OnBase by Hyland feels like many of the departments work within different silos instead of as one organization. I will just leave it at that comment but I do have more that can be said on the topic.
Feature rich content and records management system that will help much more than anticipated
- Digital information records management from creation of document to destruction including document retention automation
- Streamlining access to information through retrieving, routing, and relating documents through the use of keywords
- Restricting access to records and providing accountability through detailed access logging
- Routing of information based on keyword values
- Integrating with other software systems to provide seemless centralized document management
- It is a complex system that can be overwhelming to understand initially so there is a risk of less than optimal initial configuration unless you have an experienced solution expert that takes the time to fully understand your specific business needs
- Understanding options for backfile import was and continues to be a challenge for us. There are many ways to streamline these processes but hard to understand them
- There are not very many Canadian Partners for Hyland
Get OnBase and hit your document management needs out of the park
- Organizing and managing myriad forms of data--I haven't met a file type I can't organize.
- Working across applications--OnBase by Hyland does particularly well integrating in with all kinds of different applications like CYMA, QuickBooks, Epic, Netsmart, and more.
- It works well with regulatory frameworks, providing data security and compliance built in with multiple different methods.
- It is really complex. This isn't something that I'd buy and implement in an hour.
- In the spirit of moving forward but staying put, I feel like they go down too many roads at one time instead of pushing towards transformational changes.
- It's complicated at times for end-users, too. You have to shut off avenues at times so they can understand how to use it.
An Overall Solid Product
- OnBase can be customized to fit a wide range of needs through their different modules.
- You can build complex workflows without needing an excessive amount of custom code.
- Offers users several different applications that allow access to OnBase (Thick client, Web client, Unity, Mobile).
- OnBase integrates well with Microsoft applications like the whole Office suite.
- There are many different applications that need to be used when being an administrator for this product.
- The process of first implementing OnBase can take longer than initially expected.
- Each of the different applications used by end users are vastly different in appearance and confuse users if they need to switch from one to another.
OnBase - the Tie that Binds
- Integrates document capture/viewing without programming using app enabler.
- Workflows processes between departments engaged with different line of business systems.
- Advance Capture significantly saves time and energy from mundane tasks.
- Not really any issues currently.
Unlimited innovation and integrations
- Integrations
- Low-code configuration
- API
- Upgrades
- Test Environment
- Server Infrastructure
- Mobile
One platform for us all, Hyland can do it!
- Integrations with multiple platforms and industry specific processes.
- Support and communication.
- Easy of use and setup for everyone.
- Provide a community for all to share and learn from.
- QA Testing on new modules.
Versatile Workflow and Data Mamagement
- User friendliness is optimal
- Streamline our gift processing- Capability of utilizing the program scan, remote deposit, create batches and store documents
- Providing ready access to al documentation.
- I don’t believe there is a con to the program
- It is costly and the more users you add and features the more expensive it gets
- Sometimes the system is sluggish
Great customization, but a bit buggy
- Integrates with our HR system to auto-populate demographic info for users after they log in.
- Our approval workflow solution is highly customized, and OnBase was very accommodating.
- Helpful one-click buttons allow us to move requests forward or backward in the workflow with ease.
- Sometimes a request form gets stuck in the workflow, and one of our business analysts has to manually push it forward.
- Sometimes a request form will not save properly without using odd workarounds, like selecting options on the form that aren't actually needed by the requester.
- We have had some visual bugs for users while they complete the request form online. Drop down menus with strange text layering effects, for instance.
OnBase at The CIty
- Folder structure
- Enterprise search
- Automated form creation
- Actual appearance is kinda clunky
- Difficult to get salespeople to respond
- Search easily for documents by using certain markers, to find a person or document
- Easy one stop access for all documents pertaining to an account.
- Easy view of each document and saving and printing capabilities if needed and access granted.
- Very secure site.
- I think a way to view multiple documents side by side easier would be very beneficial.
An amazing product to streamline departments and integrate applications and servers
- Easy to use.
- TONS of integration opportunities across multiple servers and applications.
- Super easy reporting options.
- Timeouts are inevitable with large quantities of users.
- Due to the size of our company we are constantly buying additional user licenses and storage space <— to be fair I’m not part of this purchasing arrangement and not aware of the reasons this is needed as often as it is.