Item: OnBase
Rating: 9
Author: Tyson Baker

Use Cases and Deployment Scope

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 and Cons

Workflows
Document Retention/Security
Document Ingesting/Indexing
Document Retrieval/Storage

Documentation is lacking
OnBase/DocuSign Integration
Affordable Training

Most Important Features

Workflow
Document Storage/Retention
OnBase API
Unity Forms
Reporting Dashboards

Return on Investment

Time Savings
Incorrect Indexing Information (API)
Document Visibility

Key Insights

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

Other Software Used

UKG Dimensions, UKG Pro, DocuSign

Likelihood to Recommend

OnBase overall is a fantastic system and really does a lot for the organization. Indexing and storing documents of course is the main reason we use OnBase, but it also has a lot of features that we use every day. Workflows are the most common way that our employees interact with OnBase, but we also ingest thousands of documents every day, and with our continued rate of growth, we don't see OnBase having any trouble handling the added traffic. The reason I don't give OnBase a 10 for a few reasons. We are an OnPrem solution, and I feel like a lot of the products and tools coming out for Hyland to lead to a smoother experience on the cloud, whereas we have a much harder time configuring and setting up new services for OnBase. What doesn't help with this is the lack of documentation and training that Hyland has. Most documentation is outdated, and training is behind a paywall which can be frustrating when setting up a new service. If Hyland were to open up their training for free, then they would most likely receive a 10.

OnBase from a System Administrator Perspective

Overall Satisfaction with OnBase