OnBase Reviews

OnBase

Comments: My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.

Pros:

OnBase is excellent for keeping copies of all my client's purchase orders in one place. The layout is user friendly and very simple to use. I mainly use it to keep track of countless numbers of PDFs I have on file. Once imported in to OnBase, I am able to retrieve those files with a simple search. It's been a lifesaver for keeping me organized.

Cons:

The only issue I have with OnBase is a minor annoyance. When I am importing documents, I am not able to drag and drop multiple files at a time. If I have 10 files to import, then I have to do 10 separate imports for each. Other than that, I do not have any complaints.

Best ECM software on the market with great workflow capability

Comments: Drastically improved workflow processes and document management/retention.

Pros:

Best workflow engine I have ever seen, allows point and click configurable workflows with almost no need for custom scripting (though that is an option). The way it organizes document types is the best I have seen and has a LOT of capabilities for integrating with other line of business systems. The interface is very modern looking as long as you are using the desktop Unity Client or the Web based client. They also offer mobile applications that work very well.

Cons:

Though the scanning features are very good and getting better the forms recognition still isn't as good as most dedicated scanning applications. Also the cost of OnBase tends to be higher than many others but I do find that you get what you pay for.

OnBase software

Comments: OnBase is an efficient program, scanning ans sorting documents to the appropriate provider is swift and ease of use is great

Pros:

Great source for managing and sorting incoming faxes, quickly able to find specific documents you are searching for.

Cons:

This program is very efficient, i dont have any serious cons to list.

OnBase has gone downhill

Pros:

all in one document and workflow management software, but the pros end there. OnBase 13 was great, OnBase 17 not so much

Cons:

we upgraded from OnBase 13 to OnBase 17 and let me tell you it is a disaster. OnBase 17 is slower substantially in every category. We are using a click once install, now it has to check the server every time you open, word, or excel, outlook or even OnBase itself for a new version, which sounds great, but this can take 30-45 seconds EVERYTIME you want to open a document. Switching from inbox to related items is very slow, 6-10 seconds, which doesn't seem like a lot, but over the course of a day where you do this 70 times, well you do the math for wasted productivity. And then there is the Random errors that constantly come up on a users system that has worked just fine for months, but there is no solution to that either. Hyland support is virtually non existent, their only solutions are run this software utility that they have. Nothing is ever resolved, they just keep "kicking the can down the road", or tell us to update to version 18. sorry after this disaster our next upgrade will be to something else. Our business users are screaming to go back to version 13.

Why OnBase Is The Best

Pros:

It handles digital signature well and has some leading workflow management features.

Cons:

It has some cool features and has not disappointed us.

Using OnBase in Higher Education

Comments: Within the Registrar's Office, we utilize OnBase and it's ability to use OCR functionality to capture information from students' transcripts for input into our student information system. This alone eliminates dozens of hours of manual labor each week. On top of that, it is a reliable, quick, enterprise imaging solution.

Pros:

OnBase provides a feature-rich imaging solution that is beloved on our campus. In addition to being a solid imaging solution, OnBase features a powerful workflow engine that allows for easy automation of processes.

Cons:

Depending upon how it is being used, the number of options can be somewhat intimidating. However, once a user is briefed on how to utilize the system and its tools, this is no longer an issue.

Great software

Pros:

First when I was learning about this software, I learned that so much can be done just in this system. Its so flexible that it can be used for accounting, hr, etc. The main page of this software is build-able and can be used to keep track of employees progress.

Cons:

Sometimes this software freezes when you scroll around through multiple thing. You have to restart the program many times.

My A/P program

Comments: I am a vendor analyst in accounts payable, and this is one of our main programs.

Pros:

This is an effective program for accounts payable and is easy to learn and manipulate data for entry.

Cons:

This program is easy to problem shoot should an issue occur, and I see nothing difficult about it's performance.

Easy to Use

Pros:

I like how you have all documents link together so when you search a name, everything pulls up.

Cons:

I don’t like that we don’t have the ability to have a workflow or a way to send documents to other departments. If there is that ability , it should be standard for universities.

OnBase is used in my daily tasks to view documents

Comments: Being able to see student documents on site and off site when needed to evaluate and assess their files appropriately.

Pros:

OnBase makes it easy to view student documents and files to evaluate student files and assess their transcripts. Saving and printing documents when needed is easy to do as well. This system makes my job easier.

Cons:

The document not found area is a bit hard to understand, however once you learn the system it is easy to figure out.

Using OnBase for Document Management

Comments: Excellent Document Management. Learned how to utilize Electronic Document Management.

Pros:

It has a lot of useful functionalities. I like the most "Document Upload" because it allows you to upload any document and store it in OnBase, then you can search it and view it.

Cons:

Workflow Configuration is challenging if Workflow is complicated. Requires a lot of time to research, test or hold extended training.

Resold via Wausau IMS

Pros:

Very modular and customizeable. Very solid software. The IMS support is excellent and responsive.

Cons:

I get the best support from Wausau. If there is an issue that is refererd to Hyland then it takes a while to get resolved

Complex and Complete. Quick ROI

Comments: I am an application administrator, working to improve business functions and reduce process costs with OnBase.

Pros:

This software is complex!! It allows you to do a myriad of things all in the name of streamline your workflow.

Cons:

This software is complex! It takes time to grow comfortable in managing it. There are so many companion apps necessary to be successful that it can be costly.

Advanced platform for content management

Comments: If I talk about the benefits of using this product. I would say it is playing a vital role in our organization. Also I would say they have responsive customer support.

Pros:

It has been an excellent product for content management. With the assistance of this product we can change over unstructured information into an organized one that contains numbers, dates and certainties so as to improve the information conveyance and generally correspondence in a specific association and companies. I would say it is a useful product.

Cons:

It has been long time using this versatile tool. It is great that I have not ever come across any major problem. It always gives perfect services. I am a satisfied user of Onbase.

Great for document management

Comments: This is a great program for anyone trying to go green. It's a time saver for me which is key in my work area.

Pros:

I use this everyday to access documents for credentialing, I really love the fact that everything is all in one place for me to find. Document management is key and saves me time.

Cons:

Make sure you get the right training, this program can be a bit confusing until you know what your doing and where your going.

Used for scanning documents.

Pros:

Ease of use, searching is easy. My dept. has scanned thousands and thousands of documents: personnel files, applicant documents, etc.

Cons:

After documents are scanned, you have to manually commit or release each document. Very time consuming and hard on the wrist (using mouse to click multiple times). Editing is a little cumbersome.

Support needs training.

Comments: Great for document control.

Pros:

Handles documents great. You can see logs and checkout of documents of who used the documents. Handles this very good.

Cons:

Workflow is an add on that is expensive and you have to buy everything as an add on and it's always in the 1000's plus 20% yearly fee.

Onbase Hyland Unity Client for document scanning and sharing

Pros:

Process oriented approach to collect documents, share and execute plan to convert the hard copy documents readily available to business via hyland unity client is simply superb. It helped recognize the missing paperwork if any of our employees so that we can remain compliant. The overall installation of the client is easy and works great with single sign on option.

Cons:

The time taken to lay out an estimate and share the plan by the vendor was more than expected.

This is the best document management solution.

Pros:

This product has lots of features and functionalities. My favorite modules are: 1. Workflow. We can use this module to streamline our document distribution process. 2. Document Import Process. We can use this module to do bulk import.

Cons:

The product is somewhat expensive. You need to purchase individual modules if you need more functionalities. The training classes are not cheap either.

very robust product

Comments: I am glad that our company chose onBase for document storage and hope they continue to do so!

Pros:

We use this for much of our document storage needs. in our industry, document storage is very important and as such it is good to have a reliable , industry standard product. The back end maintenance can be complex at times, but the front end is very easy for a wide range of our users to use.

Cons:

At times , it can be difficult to support the backend due to complexity of the product, but that is a good thing as it offers a robust set of features.

Easy to pick up and learn!

Comments: Extremely user friendly and easy to work with. We have been able to run with PowerBI without having to do extensive training, and has boosted our productivity and analytics insights

Pros:

There are tons of connectors and interoperability features. That plus the fact the system is so easy to use!

Cons:

It does come with a cost that could be hard to swallow for some, but it is so worth it!

Efficient Invoicing

Comments: Been gradually liking the program with use. It does what it suppose to do.

Pros:

The program has made approving invoicing more efficient. No more exchanging emails to get approvals.

Cons:

Very big learning curve to understand program features and uses. When an invoice is rejected the reason is not sent back.

Great Document Repository Platform

Comments: Overall I have been satisfied with OnBase. We have a lot of moving parts with some of our processes that use it, and if something stops working, it is normally something else and not OnBase. It has been very reliable.

Pros:

We use this software in conjunction with our ERP system. We have had a lot of success with feeding files into this for our business units to use for centralized access.

Cons:

There are not really any cons with this software. It does what it is supposed to do. There are a few features that could be enhanced.

Platform that support variety of content services

Comments: Not so good

Pros:

Process applicable to apload to categories effectively.

Cons:

Access to addition and deleting. Its is expensive

OnBase on the way to being a better content manager

Comments: No more wasting time looking for a PDF, whatever its storage duration.

Pros:

For me, the OnBase software is a must for keeping copies of purchase orders in one go and securely. OnBase is very easy to master. It's a good tool for keeping track of your PDF files if there are many of them, because once the import is done, retrieving the files becomes very easy with the OnBase search. So we can say that it is the tool you need to get organised if you have a lot of files.

Cons:

In practice, I don't see many problems on OnBase except that the drag and drop shortcut is non-existent which delays the work a little. What's more, it doesn't seem that Onbase support does not master complex network configurations and dependencies, because the waiting time is very long sometimes.