OnBase from a System Administrator Perspective
Overall Satisfaction with OnBase
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 to process and complete unity forms and doctypes that deal with loans, deposit accounts, disputes, policies & procedures, etc. We have also recently started using OnBase API to automate processes that employees must manually key every day. The API piece of OnBase has opened the door to a lot of possibilities for our business process to help reduce errors and have employees focus on more meaningful projects/tasks. We use OnBase almost everywhere in our organization. There aren't many business processes that OnBase doesn't have a piece in.
Pros
- Workflows
- Document Retention/Security
- Document Ingesting/Indexing
- Document Retrieval/Storage
Cons
- Documentation is lacking
- OnBase/DocuSign Integration
- Affordable Training
- Workflow
- Document Storage/Retention
- OnBase API
- Unity Forms
- Reporting Dashboards
- Time Savings
- Incorrect Indexing Information (API)
- Document Visibility
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?
I wasn't involved with the selection/purchase process
Did implementation of OnBase go as expected?
Yes
Would you buy OnBase again?
Yes
Comments
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