OnBase is On Point!
April 12, 2017
OnBase is On Point!
Score 8 out of 10
Overall Satisfaction with OnBase by Hyland
OnBase by Hyland is currently used by my organization to store and manage documents. These include data releases, legal documents, rent payroll and other documents we want to centralize. Overall, OnBase is useful for having a central location that users can search in to pull documents that are needed for the task at hand. We primarily use it to store brokerage reports and other market based data.
- OnBase's code filing system allows users to search a series by a code and return all documents found in that series. This is particularly helpful for organizing documents.
- OnBase's security system also allows users to pull the files necessary to their work while still keeping other administrative files secure.
- The overall communication between departments is improved because instead of sending data files or administrative documents to each other directly, we can just refer to the onBase code.
- The multiple licenses can be tricky to manage and can cause some backup in the process.
- The license approval process is also quite a pain sometimes, as it can stall important requests.
- OnBase has allowed us to answer clients more quickly since less of our effort is focused on finding documents. This frees up time for actual analysis, improving the productivity of our work.
- OnBase also allows our office to answer obscure data requests, since often, the data, which we may not even realize exists, is stored in a document that is searchable in OnBase
Oracle and Seismic are two competitors that I know of. OnBase is less expensive than either. However, it is less polished than Seismic. Overall, they serve slightly different functions. OnBase is better used for overall document storage and centralization, while both Oracle and Seismic are better used as data input storage.
OnBase is best used whenever specific documents, particularly older ones, are required. Using the date sorting metrics, it's easy to find documents that would otherwise take some time to dig up. OnBase is not particularly useful as a method for tracking signatures or documents which require signing by multiple people in an office. Something like Docusign might be better for this.