Advancing content services in a homerun kind of way
December 08, 2022
Advancing content services in a homerun kind of way
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with OnBase
Document storage, retrieval, and retention for customer-related documents. Workflow solutions related to the documents supporting processes such as loan servicing, process validation, and data capture.
- Low code system design
- API integrations to support multiple challenge
- Implementations and professional services
- Education support and training classes
- Customer community sharing and connection options
- Service support response time
- Separate support for customers who hosts their software in-house versus customers who allow Hyland to host their solution versus resell vendors
- More timely updates to solution software support documentation
- Scan, store, retrieve
- Worflow management
- Workview delivery
- Retention Management
- OnBase has allowed us to move away from moving paper around various departments
- OnBase has provided workflow management to keep approval inside the system and out of email boxes.
- OnBase has eliminated the need for paper storage and saving storage cost with other vendors.
A core solution like Jack Henry works really well with other Jack Henry products or solutions but is not as versatile as a solution like OnBase in that it can support much different software or document solution needs.
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?
Yes
Would you buy OnBase again?
Yes
OnBase Feature Ratings
Using OnBase
500 - Financial Services
3 - System Administrator, solution architect, back-up admin support.
- Workflow document management
- Electronic document storage and management
- Implementation services
- Optical Character Recognition solution
- Automation of document storage and indexing
- User access controls
- Expansion of reporting dashboards
- Additional integrations of data
Evaluating OnBase and Competitors
Yes - Jack Henry Silhouette
- Product Features
- Product Usability
The OnBase solution would work with so many different software applications and expand workflow functionality.
I don't think I would change anything. We had a demo of the software, talked with other customers using the software, and we visited the corporate headquarters with a team to gain multiple perspectives.
OnBase Implementation
- Implemented in-house
Yes - System Go live with scan, store, & retrieve
Historical document integration
Workflow management functionality
Historical document integration
Workflow management functionality
Change management was a major issue with the implementation - Employees struggle to do things differently than they have done in the past.
- Timing of go live and bring in historical documents
- Preparing the internal departments and teams for implementation
OnBase Training
OnBase Support
Pros | Cons |
---|---|
Good followup Problems get solved Kept well informed Support cares about my success Quick Initial Response | Escalation required Need to explain problems multiple times |
Yes, for the additional knowledge and education services. Any employee in the organization can use these education services.
Yes - Many bugs are resolved quickly. Some take a little longer or a software change.
Any time I have used their professional services team, the support has been exceptional. There is a project manager that coordinates work for the Hyland team. They keep the customer well informed of the project's status, share hours spent working on the solution and manage the budget to ensure the work is managed as expected.
Using OnBase
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- User Navigation
- Workflow Actions
- Workflow Approval Manager Solution
- System upgrades
Yes - The mobile interface looks very similar to the unity interface.
Relationship with Hyland Software
Term, pricing, future implementation cost, timeline for implementation.
Being open and honest, that is what will help both organizations best.