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OnBase by Hyland is a leading enterprise content management system, from Hyland Software headquartered in Ohio.Hyland SoftwareAn amazing product to streamline departments and integrate applications and servers2019-02-27T05:33:50.211ZCurrently, OnBase is being used to streamline medical records and medical record requests across departments at UnitedHealth to eliminate provider abrasion from multiple medical record requests.,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.,10,By streamlining multiple applications which have some of OnBase's features, but not all, we are able to save money by combining them all into one application.
Resource allocation and management. We're able to see where resources can pick up work so that there is less of a need to hire more.,Azure Cosmos DB, NICE Workforce Optimization and TriZetto Facets,ClinicSource Therapy EMR, Azure Cosmos DB, NICE Workforce Optimization,,10,Workflow
Workview
Reporting
Document storage,Call center management via workview
Combine 5 applications into onbase and separate security levels by each department and sub departments,Microsoft office integration
Sharepoint integration
Optical character recognition,10,Not Sure,,N/a was not part of this decision process.,Don't know,N/a was not part of this decision process.,10,10,No,We have a hyland staff member on call to address immediate issues and concerns.,Workflow operations
Document retrieval
Reporting,Will sometimes time out or freeze during work hours,Yes, but I don't use it,10Verified UserVersatile Workflow and Data Mamagement2019-01-30T04:05:50.758ZOnBase is used by the entire university community as its central data management tool. In my department, it is used for all documentation - donations, gift agreements, correspondence, proposals, reports, etc.,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,9,PaperSave,The Raisers Edge, Blackbaud CRM, Workday Human Capital ManagementSolange K. R. Charles, MIBMy Experience with Supporting OnBase2018-12-19T16:30:33.874ZI am part of the Professional Services team where I'm involved with pre-sales, project planning, solution designing, solution implementations, and support for Hyland and ECM solutions with other organizations. We have customers across the entire USA.,Consistent research and development by Hyland leads to an enhanced user experience.
Integrates well with most COTS Enterprise software.,Patching is not available in OnBase. Bug fixes typically require a full upgrade to resolve.
Licensing can be very confusing for the customer side. But a good vendor can assist with that.,10,We have been very successful selling and using OnBase. It's used to increase business productivity whether it's AP, AR, HR, Records Management, etc...,Kofax Capture,Axosoft, OpenAir PSARussell UllingerThe Cadillac of CMS.. it will nickle and dime but it has a great ride.2018-11-27T03:10:53.248ZI implemented Hyland Onbase as both a simple and complex document management system across many different market segments for the sole purpose of making scanned and virtual documents easily searchable and accessible. The workflow capabilities of the product as well as the Unity web interface and the ability to seamlessly tie into most 3rd party applications to allow easy associated information lookups within Onbase led to a very dynamic and game-changing product over how companies previously managed their information.,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.,The Administrator interface, while powerful, is antiquated and has so many options to chose from it can be overwhelming at times trying to find what you need in order to accomplish a task.
The Unity application is a work in progress and is missing out of some features that are much better in the thick client, such as scanning documents in at high volume. This has improved over time, though.
Hyland Onbase is a content management platform and, while it does handle ingestion and scanning processes, does require a 3rd party application to really complete the whole package. Hyland's Perceptive platform or Kofax Capture complement it greatly.,8,Initial licensing of the product is expensive but again, this is an enterprise platform and should be treated as such.
Onboarding is relatively straight forward once staff is trained on the product and the barrier of entry is often very low for having front-line staff utilize the product and see rapid returns.
Obtaining a reseller with experience implementing the product can greatly reduce the amount of time needed to get the product stood up and providing value to your company.,M-Files and Lexmark Perceptive Enterprise Content ManagementVerified UserSecure Document Retention Solution2019-01-24T20:19:15.501ZOnBase is used for documentation retention across all departments in our organization. Our IT group has determined that OnBase is the most secure and efficiently managed document retention platform currently available to us and for that reason, we are currently transitioning into making it our primary method of storing all of our important documents including financial statements, tax returns, invoices, and contracts.,Once familiar with the system, document upload and access is a breeze.
OnBase allows for customizable document retention periods that can vary across folders or file types.
Transferring documents from OnBase to external platforms is quick and simple.,After using local and network drives as the main suppository for important documents for my entire working career, it has been difficult to re-train myself to use another system. The more that OnBase can look and feel like folders in a network drive, the better.
There are occasions where the response speed of OnBase has been delayed. For instance, I sometimes experience a few second delay in moving between screens within the software. Although minimal, it can be frustrating when compared to the speed of a local drive.,7,OnBase saves time by cutting down on document management efforts. Employees can quickly locate needed documents.
The added document security provided by OnBase is difficult to measure but is real.
Moving documents from local or network drives does require additional time but the effort is fairly minimal.,Google Drive,Vertex O Series, Microsoft Office 2016, FoxitPhantom PDFVerified UserOnBase - it stores your docs2018-02-01T20:01:15.483ZOnBase is being used by our entire organization. The primary purpose is for document storage. However, a good chunk of its use is also for workflow functionalities. For example, a document comes in of a certain type, someone looks at it and pushes a button, it goes to another person who pushes another button which moves it out of the workflow area.,Document storage
BASIC workflow activities
BASIC forms for users to fill out/use,Documentation - If you want basic functionality they do a pretty good job in detailing out an overview of aspects. However, when you get into the technical aspects of their documentation it falls flat. There were many instances where I didn't understand how an aspect would behave and had to call them in order to get the answer. Many times they even had to go directly to a developer in order to get my answers.
Support - They try to push their clients to use third parties instead of working directly with them. Third parties are great for BASIC troubleshooting, and possibly could be used for training basic administrative functions. However, over time you grow in your OnBase knowledge and calls go something like this: Call support. Explain your situation. They are unsure. You try to convince them to call Hyland. They continue to research. You ask again to call Hyland. They finally do. Explain your situation all over again.
Functionality - OnBase really tries to push you down a road that they want you to go. What I mean is that they offer a few different ways to access the OnBase data. A few years ago they came up with a new client (Unity) and really....really try to get customers to move to that. This means that other clients become an afterthought, even though that is the primary way your business may interact with OnBase. On one hand this may be okay, however, they also charge you to use this client they are pushing per server, and per client.,7,The ROI can be seen by the basic workflow. You no longer have to ask "What status is X document in?"
You can also realize ROI by replacing paper and space for paper with electronic means.
The downside is that OnBase requires at least 1 full-time person to manage it.,EMC Documentum,Mimecast Secure Email Gateway, DocuSign, Secret ServerVerified UserDocument Management in Higher Education2017-03-29T20:44:01.862ZAt the University of New Mexico, OnBase is our exclusive repository for handing student documents related to the enrollment management experience. We use the product for storing documents as well as processing them through various Workflows that support our business processes. This helps us track and manage an enrollment of approximately 30,000 students and be able to easily track the status of a students application to the University, Financial Aid questions or concerns, and registration issues. Not only do we use this system internally to our departments but students interact with the system by filling out web forms that help us gather information from students quickly and more effectively than through e-mail or paper methods.,Tools to assist with configuration changes especially for Workflow processes.
Easy to query the database to pull reports on usage.
Support for a wide variety of files that can be stored within the product.
Great support channels for resolving application issues.,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.,8,We are able to reduce our paper costs by collecting documents electronically and keeping them electronic throughout the lifecycle of that document.
We have increased visibility into where our bottlenecks are for processing documents. It is easier to identify inefficient processes and pinpoint how to leverage the product to reduce the time and effort needed to process that document.
We are able to easily retrieve documents that need to be stored long term. Some of our students pursue multiple degrees from us or take a few years off and come back. Being able to easily retrieve relevant information for that student is critical in getting that student readmitted or helping get them into the academic program they are applying to.
Students are able to submit information directly to our offices which reduces resolution time and allows for us to better track that student's request and understand what students are asking about the most.,Kofax Capture,Information Builders WebFOCUSAndrew YoderHigh-Level Department Use of OnBase2017-03-14T16:55:37.687ZDepartmentally at this point; Started with the HR Department
[It] addresses the problems of late applications being reviewed and continues to develop in AP for invoice payment.,Workflow for business processes
Hiring application storage
General line of business data transfer
AP/AR process management and workflow for managing approvals,Need to reduce costs for smaller organizations, even with OnBase SaaS
Possibly easier open API for smaller business system integration,9,Been positive since everyone touching it has learned how to effectively use the software,DocuVantage OnDemand,Salesforce.com, ClearSlide, Microsoft Azure,5,1,HR Application management
Document storage
HR system interaction,Document sharing,Continue to introduce OnBase to new departments,9Robert WeistTactical Review2017-03-13T21:12:02.388ZWe use OnBase to review applications to Boston University. The program is the platform that organizes all of the application materials, which then allows us to review each document, make decisions, and organize the applications as a whole. At our office, it is used in connection with UIS software, so it is not a traditional CRM format.,The filtering options within OnBase can be very helpful when trying to narrow down criteria from more than 50,000 applications.
The layout of different documents makes it easy to review all of the materials from different applications.,The main downside is that it has to be connected to another software (UIS) to accomplish everything we need. This makes it particularly slow over VPN connections.
The way that decisions are integrated with other programs makes it hard to "undo" a decision or backtrack. It would be nice if it required fewer steps.
It would be great if there were more tags available for documents so that there could be more options for filtering and sorting.,7,I am not involved in the "cost" side of the product, however, I would say that some cost is definitely wasted on the time it takes to fix the integration errors and problems associated with the program crashing.,Evan HancockOnBase makes ECM a task, not a chore.2017-03-08T22:26:48.015ZOnBase by Hyland is being used as our enterprise content management system with a specific focus on automating processes within specific business areas. By allowing rapid importing of physical and digital artifacts into the ECM, OnBase provides the means to store, search, retrieve and process these artifacts. Our organizational business areas are then able to automate what was once manual tasks by leveraging the ability to define workflows that are congruent to internal business processes.,Workflows move documents through business processes with ease and functionality that is not possible in a physical exclusive environment.
Storage and retrieval are simple and easy and eliminates the need for physical storage space of documents and files.
Document retention allows for compliance with internal policy and procedure for longevity of document maintenance as well as regulatory considerations.,Continued use of the thick client to perform administrative tasks.
There is a high level of complexity involved with workflow development.
Use of OS services to perform tasks within the application.,9,Business processes have been reconsidered to better align with an efficient model that OnBase helps to craft.
Use of OnBase across the organization has eliminated the need for several individual solutions.
Consolidation of storage eliminates the need for off-site physical storage.,Microsoft Project, VMware Horizon View, Ellucian AdvanceChristopher BunnerOnBase is On Point!2017-03-08T18:36:32.494ZOnBase by Hyland is currently being used across the whole organization (the University of Wyoming Foundation). We use the software to log and retrieve important documents and data regrading our constituents. It is very important that we have a reliable and easy to use tool across all of our departments. Onbase solves the issue of having to manually track down important information and saves valuable time that can be spent on analyzing the information.,Has the ability to create links between specific constituents and the information that is relevant to them.
Enables the user to easily navigate through large amounts of documents via search tools.
Provides an intuitive document view that enables the user to easily read and navigate the data.
Offers the ability to interact with our database back-end for even easier linking to entities.,The interface could be a little more intuitive for new users.
Easily accessible training modules and troubleshooting would be useful.
It would be useful for the document zoom and edit features to be more accessible when in document view.,9,Our gift processing team has an easy and effective tool to quickly capture important documents.
Our research team is able to quickly retrieve documents that contain revealing information about donors.
Our development team has been able to find important contractual documents from donors that enable the team to abide by specific intentions.
We have a secure spot to log and retrieve important legal information regarding donors estates and gift intent.,,Tableau Desktop, Oracle VM VirtualBox, Microsoft Access, OneDrive, MS SharePoint, SQL DeveloperRobby TabuchiOnBase is OnPoint.. mostly2017-03-08T17:23:40.083ZAt the state of Nebraska, we use OnBase as a records retention solution as well as an overall ECM (Enterprise Content Management) solution. We create various solutions for our users (state departments/agencies) to utilize OnBase, and we have replaced many agencies' dependence on paper forms. One of our biggest projects was/is taking multiple inspection reports that are filled out by different state inspectors and creating them as Unity forms - the inspectors now use tablets with OnBase Briefcase out in the field.,One thing that has proved invaluable is OnBase's ability to keep everything contained within itself - data, form data, etc.
OnBase uses web-based sharing in its document retrieval which is extremely useful as a state agency - we can let the members of the public search our database for various records (assuming said records are available to the public).
OnBase's briefcase functionality allows our inspectors to use the Unity forms when they are offline and out in the field.,Hyland is a big company, and one thing that would be nice to see change is their dedication to customer satisfaction (i.e. tech issues, tech support).
Some of the modules that are part of OnBase as a whole can be difficult to use as small pieces often change between versions and are not documented efficiently.,7,OnBase has proven to be very useful in state-wide collaboration between the various agencies we do business with.
It handles ECM quite well, and has become an integral part of development at the state of Nebraska.Jared JozsaOnBase by Hyland Review2016-02-25T17:47:31.142ZOnBase is used as an applicant tracking system for our recruiting department as well as a billing tracking system for our medical billing team and call center. We have currently not implemented OnBase across the entire organization. OnBase has been critical for me personally as an applicant tracking system by keeping track of potential, current, and former employees.,User friendly interface, very easy to understand
Clearly describes when user has created a problem
Reporting features,More customization
Implementation of "overview shot" or "dashboard",9,Positive - less frustrating for recruiting team by having all employee information in one system and accessible by the entire team.,,Oracle HCM Cloud (including Taleo), HireVueBridget MullallyOnBase is On Point!2017-04-12T17:22:10.298ZOnBase by Hyland is currently used by my organization to store and manage documents. These include data releases, legal documents, rent payroll and other documents we want to centralize. Overall, OnBase is useful for having a central location that users can search in to pull documents that are needed for the task at hand. We primarily use it to store brokerage reports and other market based data.,OnBase's code filing system allows users to search a series by a code and return all documents found in that series. This is particularly helpful for organizing documents.
OnBase's security system also allows users to pull the files necessary to their work while still keeping other administrative files secure.
The overall communication between departments is improved because instead of sending data files or administrative documents to each other directly, we can just refer to the onBase code.,The multiple licenses can be tricky to manage and can cause some backup in the process.
The license approval process is also quite a pain sometimes, as it can stall important requests.,8,OnBase has allowed us to answer clients more quickly since less of our effort is focused on finding documents. This frees up time for actual analysis, improving the productivity of our work.
OnBase also allows our office to answer obscure data requests, since often, the data, which we may not even realize exists, is stored in a document that is searchable in OnBase,Oracle WebCenter Content and Seismic,Yardi Property Management, Seismic, Oracle WebCenter ContentVerified UserOnBase rocks2017-03-17T19:41:39.790ZWe use OnBase to reduce paper flow through many departments. we have a workflow process setup to ingest payable invoices to go directly into our accounting system. We use Onbase through many departments to make things easier and more visible to people. This has helped us decrease our paper flow and increase productivity.,Scanned images are easy access to employees to find things.
We have gotten rid of all of our filing cabinets, no need for paper.
We can have out auditors access images without being physically here.,Workflows are hard to change, usually have their tech people do this work.
Some of the timers on products do not work all the time.
The software is constantly upgraded every year, causing lots of testing for changes.,9,Great ROI been able to reduce staff by not need temps.
Great reduction of space due to not using file cabinets.
Nice to have instant images, no getting up and looking for things.,,Oracle JD Edwards World, HubbleVerified UserEngineering Drawing Management Made Easy with OnBase by Hyland2016-01-29T23:37:07.860ZOnBase by Hyland is our enterprise drawing management program for engineering drawings which supports our operating plants in the US. Drawings are also available to our viewers in Canada.
With OnBase and our established Workflows within OnBase we manage the check out and check in of drawings with notifications to internal and external design groups. This ensures that the latest version is tracked and updated and made available to users at the operating plants as well as engineering groups in the corporate office.OnBase has an internal viewer that provides users access to engineering drawings created by different computer aided drafting software (AutoCAD, Microstation, Visio, etc). This results in a cost savings of purchased CAD licenses.Users are able to view and print, including to PDF which eliminates the need to contact the Design group for copies. We are currently limited to one print at a time but we are working with our Value Added Reseller and Hyland to correct the issue.Using a Value Added Reseller has brought unique help to our specific situation. We have a reseller that assists with upgrades and recommendations, who has expertise beyond our small staffing group; a reseller with immediate access to the right individuals at Hyland if needed. It's a great relationship.,Training - Hyland offers in house classroom training at their headquarters in Cleveland. With hotel recommendations and pick up service, the out of town student has no problem getting to "school" and back. Any pre-requisites are explained on their training website where the Administrator or Expert can track and maintain their certifications. Classroom work is thorough and challenging but the staff is friendly and helpful and willing to take extra time to assist in making sure that each individual has a good chance of passing required testing for certification. With a facility that includes a restaurant and a program for the student that includes some evening "entertainment", school takes on a whole new meaning.
Training also is available online for some courses. This is something I still need to experience.
Scalability - Our use of OnBase by Hyland currently is just for engineering drawings and our annual maintenance is a one time payment.
Hyland showcases in many online articles and videos on how OnBase can be used throughout the entire organization from applications to HR, accounts receivable and accounts payable... and in different types of organizations from healthcare to banking...and including manufacturing.
We could grow OnBase to include many other departments of our company but the choice is ours.
Permissions and security - With OnBase we are able to give all our users the ability to view and print drawings for plant operations or project work. We limit the number of designers who can edit drawings. We manage locations which an individual is able to check out files and edit. Proprietary drawings, where required, are available to only a select group.
Availability - By importing our engineering drawings into OnBase all drawings are available to all users in North America. We still have engineering drawings on a drafting server and these drawings are only available to designers. Organizing drawings from a project turnover can be a challenge; importing them into OnBase is easy.,Printing multiple drawings from a hit list.
We are currently working with our Value Added Reseller and Hyland to enable a print button that would allow us to print multiple drawings from a hit list. Our users might need entire sets of electrical one line diagrams or piping and instrument diagrams for plant operations or project work. The disabled option stems from the fact that some engineering drawings are created with external drawings (XRefs or external references) that are referenced inside a drawing. Because 99% of our drawings are simple drawings that do not use external references, the disable print button is a handicap. If not resolved in this issue, which is still our hope, Hyland is aware that the issue needs to be fixed in the future.,10,Efficiency and increased productivity by making drawings accessible to all engineers and plant personnel across the US and Canada, reduced printing costs, reduced shipping charges to send hard copies, reduced storage of drawings in flat files resulting in a paper free environment, manage renditions of drawings yet make only the latest approved revision available to engineers.
Need to scan hard copies, need to request only native digital copies and bring others into the digital era, need to organize existing files and prepare for importing. The turnover of project files from other groups is our greatest challenge as we do not always receive an index or files are named with long file names that are cumbersome.,Alfresco,500Verified User
Unspecified
OnBase by Hyland
37 Ratings
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