Get OnBase and hit your document management needs out of the park
November 24, 2020

Get OnBase and hit your document management needs out of the park

Beau Sorensen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with OnBase by Hyland

We are using OnBase by Hyland throughout our organization. The primary reason we bought it was to move from a paper patient chart to an electronic one; however, we also realized that it was powerful and flexible enough to support additional departments. It now handles our patient chart, our employees' HR records, financial department documents like AP statements, invoices, and remittance advices as well as educational content. It has handled every file type we've thrown at it, from PDFs to scanned documents to video and audio files.
  • Organizing and managing myriad forms of data--I haven't met a file type I can't organize.
  • Working across applications--OnBase by Hyland does particularly well integrating in with all kinds of different applications like CYMA, QuickBooks, Epic, Netsmart, and more.
  • It works well with regulatory frameworks, providing data security and compliance built in with multiple different methods.
  • It is really complex. This isn't something that I'd buy and implement in an hour.
  • In the spirit of moving forward but staying put, I feel like they go down too many roads at one time instead of pushing towards transformational changes.
  • It's complicated at times for end-users, too. You have to shut off avenues at times so they can understand how to use it.
  • OnBase by Hyland has saved us multiple FTE positions by consolidating and removing paper documentation.
  • OnBase by Hyland has increased our IT spend.
  • OnBase by Hyland has decreased our compliance spend by automating processes we used to do manually.
I think that usability depends on what version you are on and your familiarity with the product. The older version (referred to as the Thick Client) is not really user friendly and takes a bit of a learning curve to use. The newer version (Unity) is much more modern and appealing and is a better setup for new users.
As long as you are paying your bills, I have found their support to be very good. They are responsive and knowledgeable and can easily solve the problems you foist on them. Of course, you do have to pay maintenance to get support. That's probably expected, but just in case you thought you didn't need it. They've also got a great website with a lot of self-help options available.

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 by Hyland shines wherever you need to manage loose documents. These may be electronic files that are sitting on a computer or it may be a room full of paper files. Either way, you can choose your document types, categories, access, and tags with ease. It is incredibly robust and will store millions of files securely and safely.

OnBase Feature Ratings

Content capture & imaging
9
File sync, storage & archiving
10
Document management
9
Records management
9
Content search & retrieval
8
Enterprise content collaboration
7
Content publishing & creation
5
Security, risk management & information governance
10
Contract lifecycle management
9
Automated workflows
9
Mobile support
8
Integration
10