OnBase is an incredible tool that is well worth the investment!!
December 29, 2022

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

Chris Barbaro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBase

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.
  • The Workflow engine
  • The Workview applications
  • The automating of manual processes has had an incredible impact on our ROI. The man hours saved by automating processes pays for the system.
I have worked with SharePoint in the past. Workview is comparable, but having the Workflow engine blows it out of the water! We have actually migrated serval SharePoint applications to OnBase because SharePoint lacked the functionality. We have a subsidiary that completely ran it's business on Lotus Notes. We have completely converted all of those processes to OnBase.

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 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.

OnBase Feature Ratings

Enterprise Content Management
9.6
Content capture & imaging
10
Document management
10
Records management
10
Content search & retrieval
10
Enterprise content collaboration
8

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