OnBase by Hyland

(68)
4.1 out of 5 stars

OnBase by Hyland helps you improve customer service, reduce operating costs and minimize risk. It does this by providing you with instant access to all your data, documents and business processes from wherever you are, whatever device you are using or application you are working in.

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Showing 76 OnBase reviews
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OnBase review by <span>Amber B.</span>
Amber B.
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Good Database Solution

What do you like best?

I like that face that I can create any kind of form I could possibly need. I can reference PO numbers for orders and scan documents that can be referenced as well. It is a very good system and not hard to learn to use.

What do you dislike?

I dislike the slowness in which I experience when pulling information and the fact that I cannot view some of my forms or information in full screen.

Recommendations to others considering the product

I would highly recommend OnBase for anyone wanting one place to store and retrieve documents, however, the system can sometimes bog down and run slow.

What business problems are you solving with the product? What benefits have you realized?

OnBase allows us to have one place to store invoices, purchase orders, and checks for referencing payments. We also use it a tool to keep track of actions that need to be taken out in the field by our Regional Managers.

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OnBase review by <span>Debra M.</span>
Debra M.
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OnBase makes records management and business process automation easy!

What do you like best?

The flexibility and features offered in OnBase products. There is so much that can be done to automate business processes and this is by far the most exciting thing about OnBase. This ultimately improves our response time and service to our members who are our top priority!

What do you dislike?

I am not a fan of the additional licenses needed for tasks in workflow like approval processes or integrations with external products like DocuSign. I usually don't find out I don't have the license when a business unit needs it for their workflow. I don't like having to respond back that we need additional licensing to meet their needs. This stalls the workflow implementation, adds cost and is just plain frustrating for everyone.

Recommendations to others considering the product

Check out Hyland's OnBase Community site. So much information there and everyone is so generous with their time and willing to share their tips and tricks. Hyland has techs on there as well with a wealth of knowledge to share and share they do!

What business problems are you solving with the product? What benefits have you realized?

I am currently working on back office business process automation. One of the biggest benefits we have already realized is our ability to connect to our core via ODBC connection with SQL scripts to automate tasks. This is saving us an incredible amount of time. Time that a team would normally have to spend to look up data from our core that is now completely automated.

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
OnBase review by <span>Marie-France R.</span>
Marie-France R.
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Fantastic Experience

What do you like best?

By implementing an AP and HR solution we have eliminated bottlenecks and streamlined the approval process in both solution

We have reduced our staff and have eliminated data entry errors and duplicate entries.

we have reduced paper copy

Request can be created from outlook to Onbase - Notification from Onbase to Outlook is a plus.

Document available on the web and Iphone is also a plus

Tasks are load balanced.

Easy to retrieve documents (using keyword)

custom action are easy to use and configure , help the end user to find documents in Onbase.

What do you dislike?

difficult to say!!! licenses are not cheap! depend on what you want to accomplish.

Recommendations to others considering the product

great product, easy to configure, easy to adapt for specific needs.

What business problems are you solving with the product? What benefits have you realized?

We have started using Onbase in 2013 with our Account payable worklow. Onbase was so a great product that we have decided to create a HR solution.

Now, more than 85% of resumes are received from our website. We have reduced data entry and duplicate work.

With OnBase, It’s now easy to find the right applicant from specific requirements by using custom actions.

The lack of communication between departments is now solved with the Notifications sent, from Onbase to Outlook, to different departments.

With the HR File Cabinet, all documents, correspondences and Forms are now available from a simple click.

Now all information related to an employee is in Onbase in the “Employee Profile” .

OnBase review by <span>Nick A.</span>
Nick A.
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OnBase has been a powerful toolset for our campus

What do you like best?

OnBase gives us the tools too be able to accomplish our goals. Its much more than a document management system. Its an end to end business process toolkit.

What do you dislike?

Some of the module licensing can be a pain. Its very piecemeal. This can be good if you aren't doing much with the product, but if you're really using it to the best of its abilities it can be a lot of addons.

Recommendations to others considering the product

Have their team come demo some of their re-configured solutions on site. Those are your quick wins. Start there to quickly gain support.

What business problems are you solving with the product? What benefits have you realized?

We have many offices on campus that are now paperless. It saves time, space, and money. What more can you really ask for?

OnBase review by User in Higher Education
User in Higher Education
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Great tool for tracking paper documentation efficiently

What do you like best?

I work in an office where we are still largely paper based, which can be very cumbersome when a different department asks for documentation or files. OnBase allows us to efficiently share file systems, paper documentation, and make sure everyone is on the same page.

What do you dislike?

Unless you specifically know what you are doing, the interface doesn't seem very user friendly. The tabs don't accurately describe what the actual feature is. It takes new hires a bit of adjusting to figure it out.

What business problems are you solving with the product? What benefits have you realized?

OnBase allows everyone to stay on the same page in regards to student and client files. We meticulously document everything, and it allows us to track every interaction, positive or negative, with every department, so we can increase the customer service experience, all while being completely transparent.

OnBase review by Administrator in Building Materials
Administrator in Building Materials
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OnBase a great image solution

What do you like best?

OnBase is a great way to store documents and retrieve them to get yourself into a paperless environment. They have workflows setup to minimize use and maximize production.

What do you dislike?

The only thing that I could say is a dislike would be that upgrades are a bit of pain, because our system is so big. They just take a while to setup and do lots of testing before bringing it in to production.

Recommendations to others considering the product

A great system to help you get into a paperless world. Great service and helpful techs.

What business problems are you solving with the product? What benefits have you realized?

We have minimized our paper invoices, we can give visibility to our branch locations to pull up images and see invoices at their respective locations.

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