Highly Customizable Document Management Solution
November 28, 2022

Highly Customizable Document Management Solution

Bob Walters | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBase

We started using it to manage our HR and AP/Accounting documents to eliminate our reliance on paper documents. Once we had moved most of our documents to digital storage we expanded the solution to take advantage of their workflow and digital document solutions. OnBase continued to grow to also be used for our associate policies, various workflow applications, and storing documents across the organization, not just in HR and Accounting.

Pros

  • Document maintenance
  • Customizable workflows
  • Securing data and information
  • Granular configuration

Cons

  • Support has gone down in quality in the past couple years
  • Pricing on certain modules is prohibitive for smaller organizations
  • Security
  • Customization
  • Tracking and activity logging
  • Reclaimed office space used for associates that was previously used by file cabinets
  • Maintaining staff levels in certain main departments despite significant growth of the organization
  • Workflow solutions have eliminated situations where documents are "lost" or forgotten as was the case when using paper or email

Do you think OnBase delivers good value for the price?

Yes

Are you happy with OnBase's feature set?

Yes

Did OnBase live up to sales and marketing promises?

Yes

Did implementation of OnBase go as expected?

I wasn't involved with the implementation phase

Would you buy OnBase again?

Yes

OnBase is a wonderful solution for document and content management. The modularity and licensing allows organizations to start with a small investment and increase as they use the solution more. It is very customizable in my experience. This could be seen as a negative for those looking for something that works right out of the box. Assuming you are willing to build the solution to fit your organization though, I think OnBase is an excellent solution.

OnBase Feature Ratings

Content capture & imaging
10
Document management
10
Records management
10
Content search & retrieval
10
Enterprise content collaboration
Not Rated

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