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OnBase

OnBase

Overview

What is OnBase?

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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Learn from top reviewers

OnBase - Data, Documents, Workflow and Processing no longer a chore

Rating: 10 out of 10
January 16, 2024
IncentivizedVetted ReviewVerified User
OnBase is our Enterprise Electronic Content Management system. 30+ departments use OnBase for retrieving documents that have been entered by Building Services, Clerk's Office,...
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Sheila Shaver
Professional - Information Technology
OnBase Administrator / Systems Analyst
City of Cedar Rapids (IT Dept)
OnBase13 years of experience

OnBase is GREAT!

Rating: 10 out of 10
December 12, 2023
IncentivizedVetted ReviewVerified User
OnBase is used as our centralized document management system. All departments within the credit union use or benefit from OnBase's functionality. We not only use OnBase for do...
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Kelly Gustafson
Manager - Information Technology
Manager, Software Applications & Support
Redstone Federal Credit Union
OnBase20 years of experience

Long Time User of OnBase as Developer and End User

Rating: 10 out of 10
December 8, 2023
IncentivizedVetted ReviewVerified User
We use OnBase throughout our bank - HR, Commercial/Consumer Loans, Accounting, Deposits, Security, Compliance, Wealth Management, etc. Solutions include: central repository fo...
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James Petelin
Employee - Other
OnBase Systems Analyst
Civista Bank
OnBase25 years of experience

OnBase Review - Higher Education

Rating: 7 out of 10
October 20, 2023
IncentivizedVetted ReviewVerified User
We use OnBase as our system of records for document management and retention. We also use OnBase as a tool for creating student forms which route through workflows that multip...
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Angie Malone
Analyst - Other
Senior System Analyst
Columbia College
OnBase12 years of experience

OnBase from a System Administrator Perspective

Rating: 9 out of 10
December 8, 2022
IncentivizedVetted ReviewVerified User
We are very heavy users of OnBase as it is our primary document retention system for our organization. We have over 200+ workflows and 300+ doctypes. We use OnBase workflows t...
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Tyson Baker
Administrator - Information Technology
Business Systems Administrator
Idaho Central Credit Union
OnBase3 years of experience
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Pricing

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OnBase

OnBase

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What is OnBase?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

OnBase Demo | Access Content using the OnBase Web Client

YouTube

OnBase Demo | OnBase User Security

YouTube

Watch the Demo: OnBase Report Dashboards

YouTube

Watch the Demo: OnBase Workflow Approval Management

YouTube

OnBase Demo | Store Documents with Retention Module

YouTube

OnBase Demo | Capture Content by Scanning or Import

YouTube
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Features

Enterprise Content Management

Features related to managing business content and transactional content for enterprises.

8.5
Avg 8.0
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Product Details

What is OnBase?

OnBase is a content services platform that provides turn-key industry and departmental solutions 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 can 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: File sync, storage & archiving
  • Supported: Document management
  • Supported: Records management
  • Supported: Content search & retrieval
  • Supported: Enterprise content collaboration
  • Supported: Content publishing & creation
  • Supported: Security, risk management & information governance
  • Supported: Contract lifecycle management
  • Supported: Automated workflows
  • Supported: Artificial intelligence
  • Supported: Mobile support
  • Supported: Integration

Additional Features

  • Supported: Case Management
  • Supported: Reporting and Analytics
  • Supported: Low-Code

OnBase Screenshots

Screenshot of an Approval for an Ad-Hoc Task.Screenshot of Onbase's Dark Mode.Screenshot of the Document Viewer.Screenshot of the Send to Department feature.Screenshot of the Workflow Stage.

OnBase Video

OnBase. One platform, unlimited potential.

OnBase Integrations

OnBase Competitors

OnBase Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac, Chromebook
Mobile ApplicationApple iOS, Android
Supported CountriesAustralia, Canada, France, Germany, India, Ireland, India, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United States
Supported LanguagesArabic, 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

OnBase Downloadables

Frequently Asked Questions

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.

IBM FileNet Content Manager, Oracle WebCenter Content, and Laserfiche are common alternatives for OnBase.

Reviewers rate Document management highest, with a score of 9.9.

The most common users of OnBase are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(96)

Reviews

(1-5 of 37)

Unlimited innovation and integrations

Rating: 10 out of 10
Incentivized
September 07, 2020
KS
Kyle Swearingen
VP Of Development
Funeral Directors Life (FDLIC) (Insurance, 201-500 employees)
Vetted Review
Verified User
OnBase
4 years of experience
View profile
Use Cases and Deployment Scope
We are currently using OnBase across our entire organization. We have implemented it in new business, claims, marketing, accounting, and development. We are using it to tackle all of our business process automations. We have automated processes like claim payments, billing statement review, lead management, and even subscription renewals. Since we went live with OnBase (2017), we have not had to hire in our Operations department despite doubling in production over the same time period.
Pros
  • Integrations
  • Low-code configuration
  • API
Cons
  • Upgrades
  • Test Environment
  • Server Infrastructure
  • Mobile
Likelihood to Recommend
OnBase has provided us so many advantages with our business processes; I can't think of any situations where it is less appropriate. We are integrating every single internal process into OnBase so our employees have full clarity on where to go to have a holistic view of our data. There is no confusion as to what system our employees work on. The integration capability with 3rd party software is unmatched.

OnBase is an incredible tool that is well worth the investment!!

Rating: 10 out of 10
December 29, 2022
CB
Chris Barbaro
Software Engineer Consultant- Financial Systems
Global Payments (Financial Services, 10,001+ employees)
Vetted Review
Verified User
OnBase
3 years of experience
Use Cases and Deployment Scope
We use OnBase for Employee Travel & Entertainment Request Management, Revenue Recognition and Deferrals, Accounts Receivable Request Management, Issuer and Prime Client Contract Request and Management, Human Resources Document Repository, File Transfer Request Management and Hardware Request Management. There are endless manual processes that can be automated with OnBase. It's an incredible tool!
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
OnBase is an awesome tool especially for process automation. We highly utilize it for approval processes throughout the organization. We also built an AP process to approve and reconcile AP transactions and feed journals to our ERP system. I have worked in the Information Technology field for over 25 years and Hyland has the BEST Customer Support Team I have ever worked with. The OnBase Studio tool makes developing Workflow life cycles and Workview applications extremely easy.

An amazing product to streamline departments and integrate applications and servers

Rating: 10 out of 10
Incentivized
February 27, 2019
Verified User
Analyst in Research & Development
Hospital & Health Care Company, 10,001+ employees
Vetted Review
Verified User
OnBase
5 years of experience
Use Cases and Deployment Scope
Currently, 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.
Pros
  • Easy to use.
  • TONS of integration opportunities across multiple servers and applications.
  • Super easy reporting options.
Cons
  • 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.
Likelihood to Recommend
Assignment of work, document review workflows, work views for specific departments, application integrations with web services and API’s.

OnBase

Rating: 9 out of 10
Incentivized
March 15, 2023
Verified User
Administrator in Information Technology
Hospital & Health Care Company, 10,001+ employees
Vetted Review
Verified User
OnBase
7 years of experience
Use Cases and Deployment Scope
OnBase is used across the entirety of the organization in a variety of different ways. Its primary use is as a document storage solution that is used in conjunction with other systems such as our primary EMR Epic. Along with storage and integration, workflow processing is a major tool used by the organization for all of its departments. For an example accounts payable will use it for processing and finalizing payments. OnBase is also used for its mass import capabilities such as DIP, COLD, mailbox importer and EDI, especially by out billing areas to quickly bring in needed documents for the workflows. For our EDI ingested documents OnBase also makes use of style sheets to turn raw data from external sources, such as Medicaid, in to human readable forms. Another major use of OnBase by Catholic Health is of Unity Forms which have found more and more use in new departments to ease workflow, cut down on time, and reduce paper use.
Pros
  • Its a robust storage solution
  • Integrates well with Epic
  • Unity forms are easy to create and use
  • distribution services for sending email notification as reminders is a great tool
Cons
  • user brief case mode for disconnected work
  • PDF conversion tool being the same in workflow as it is in Virtual Print Driver
  • App enabler usage tracking reports
Likelihood to Recommend
OnBase is well suited for storage of documents and other items an organization would need. It also does a great job with integrating with other applications, especially Epic. Unity forms, mass import tool, and mailbox importer as all fantastic tools that have helped the staff immensely improve work performance.

Some workflow features are strong but some of the applications OnBase integrates with have more specialized workflows that move more smoothly.

One platform for us all, Hyland can do it!

Rating: 10 out of 10
September 04, 2020
DJ
Dean Johnson
VP of OnBase
Discovery Benefits, LLC A WEX Company (Insurance, 5001-10,000 employees)
Vetted Review
Verified User
OnBase
21 years of experience
View profile
Use Cases and Deployment Scope
At Discovery Benefits and WEX we use OnBase as a business process improvement tool as well as a ECM. All of our business units and employees benefit from OnBase but to pick a couple of the larges would be our Claims Processing, Client Implementation and Support, Participant Services team, Sales and Accounting.
Pros
  • 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.
Cons
  • QA Testing on new modules.
Likelihood to Recommend
We use OnBase in all departments so it is suited for any one looking to improve ROI and automation of tasks.
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