Long Time User of OnBase as Developer and End User
Updated December 08, 2023
Long Time User of OnBase as Developer and End User
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with OnBase
We use OnBase throughout our bank - HR, Commercial/Consumer Loans, Accounting, Deposits, Security, Compliance, Wealth Management, etc. Solutions include: central repository for all documents, workflow, smart forms (Unity Forms), and reporting. It is a tool that is utilized to streamline business processes and provide easy and secure access to documents.
- Replace systems that utilize forms to organize/report on the information collected
- Workflow is used to quickly/easily configure an improved business process
- Unity Forms allow us to quickly create business forms that feed workflows. Requests are processed much quicker and accurately because the information is routed immediately to proper personnel to work.
- Reporting Dashboards allow us to create useful reports to key personnel. This is extremely flexible because we can report on OnBase information as well as external sources.
- The interface for the basic configuration module has not changed in many years. This is functional, but in need of update.
- Security Keywords are very useful, but in my experience, can only be entered one at a time. This needs improvement - i.e. ability to load a spreadsheet of keyword values.
- A cleaner, easy to use change management/migration tool would be great.
- While we have grown a lot over the past 5 years, it has allowed us to maintain our existing workforce rather than hiring additional employees.
- Since OnBase is our central repository for all documents, our documents are more secure, allow greater work flexibility (remote work), more easily accessible, and smarter. It changed the way we as a company work.
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