OnBase is GREAT!
December 12, 2023

OnBase is GREAT!

Kelly Gustafson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBase

OnBase is used as our centralized document management system. All departments within the credit union use or benefit from OnBase's functionality. We not only use OnBase for document storage, but for routing of tasks, information, and/or approvals. OnBase is integrated with our core processing system and our online banking system which is a great benefit to our staff and members.
  • Workflow/Routing of documents
  • User friendly
  • Forms design
  • Automation of processes
  • Support
  • Ensure product documentation is consistent and contains up-to-date instructions.
  • Defining technical support vs. paid consulting services
  • As a company, focus on the core Hyland products and ensure acquisitions are relative to the core products. As well as, better communication explaining how OnBase benefits from said acquisitions.
  • Modify Premium subscription licenses based on the tier approach or usage.
  • OnBase has had a positive impact on ROI.
  • OnBase has had a positive impact by transitioning manual process into automated solutions.
  • OnBase has had a positive impact because of it's ease of use.

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 well suited in all areas throughout the credit union. It is used for document storage and retention management, form design, document OCR, report processing, and document approval and workflow routing. OnBase can be accessed via the Hyland mobile app for ease of access whether on-site or away from your desk.

OnBase Feature Ratings

Content capture & imaging
10
File sync, storage & archiving
10
Document management
10
Records management
10
Content search & retrieval
10
Enterprise content collaboration
10
Content publishing & creation
10
Security, risk management & information governance
10
Contract lifecycle management
10
Automated workflows
10
Artificial intelligence
Not Rated
Mobile support
10
Integration
10