OnBase Reviews

Solid content management software

Comments: OnBase serves a great value as a way to store documents for my organization.

Pros:

OnBase is straightforward. The learning curve is not steep. It's easy to find content you've uploaded. There are a lot of customization options.

Cons:

I use this software daily, and about once every 15 days it just does not let me upload documents. Fortunately, I can wait a day and then it works again usually, but I can't count on it to be 100% reliable.

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.

Don't Try Anything Mobile or Remote

Comments: Terrible.

Pros:

The ability to generate and query digitized documents was powerful.

Cons:

Where to begin? If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere! Numerous issues with sustaining sessions and maintaining connectivity. Furthermore, the error messaging is atrocious! End-users, myself included, constantly report not being able to successfully save documents or the program hanging on submission without any type of error messaging. Also, creating new forms is a nightmare! The number of places where profiles and and different data objects have to be created to get forms to correctly pass information is absurd. There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form.

Onbase is extremely versatile, but it takes time to learn the software and what it is capable of.

Comments: I use Onbase daily for my job, so I see benefits in streamlining and automating process through workflow which save me thousands of hours a year.

Pros:

It's unique, extremely versatile, and has thousands of integration's. It's extremely useful for a lot of different purposes. Specifically I've used this for document management. It has numerous options for user administration, which is helpful. There are modules for just about everything you can think of, and most are well-made and do their job.

Cons:

There is a steep learning curve to Onbase. The software licensing is not always cheap or ideal, and sometimes you can hit a brick wall due to unforeseen issues. Someone with a deep understanding of the software is an invaluable asset to any implementation.

OnBase

Pros:

I enjoy OnBase for its straightforward easy to use setup. I am able to import my customer's purchase orders and bill of materials in OnBase in seconds. This then gives me the ability to pull them up at any given time by the purchase order or sales order. When talking to my clients, I am able to refer back to their documents quickly by using OnBase.

Cons:

My biggest issue with OnBase is when importing PDF files, you are not able to drag and drop more than one file at a time. Sometime I am needing to import several related documents at the same time but have to take the time to import each file one by one. Having the option to import an entire folder or more that file at a time would be a huge time saver.

Our organization utilizes OnBase for our invoicing, approvals, and T/E, which serves us very well.

Comments: OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and house all backup data for transactions. The software is very user friendly and would be an asset to any organization looking to upgrade their Accounts Payable department.

Pros:

OnBase is a great software to utilize when wanting a virtual database that can easily be accessed and used by users of all experience levels. The software does an excellent job in communicating with other programs, which allows our organization to have the peace of mind our financial system is correct.

Cons:

The only con I have at this time is a few options, such as the print option, are not as easily accessible as previous options. It would be great to have the CNTRL-P option to print again.

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.

Good database software but has its quirks

Pros:

OnBase is used at my workplace to organize tons of files and documents which is useful not only for accessing my own team's files but also to access other team's files if necessary.

Cons:

The layout of the software tools isn't the most intuitive or accessible. For instance, printing a document isn't so easy as CTRL+P; there's a few clicks you have to do to print.

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.

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.

All encompassing clinical file management

Comments: Overall on base has been a very valuable part of the day-to-day operations. The many features of on base allow us to use it for virtually every aspect of patient care.

Pros:

On base has several different facets, Each of these facets controls a different aspect of patient workload. On base can be used to fax documents, store clinical documents, and store all the different parts of a patient’s medical record.

Cons:

Sometimes the number of features on base has is a little overwhelming. I also find in my experience that many times after an update has been pushed through on base, certain aspects do not work correctly. This is typically solved by calling the helpdesk.

DECENT FOR HOUSING

Pros:

Pulling data in spreadsheets is essential in my business; use the dashboard a lot for time entry.

Cons:

A lot of time out errors, system creeps at times... Errors are not known.

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.

OnBase Dec 2022 Review

Comments: Good-Neutral

Pros:

Easy to use. When starting my current position actually transitioning to new system, but have to refer back to OnBase periodically.

Cons:

When looking for provider never able to find by name, has to be by NPI. Would like if there were more break downs for references and work history, instead of it being combined into one.

Versatile system, but still has a few limitations

Comments: Centralized document retention and management cloud based system

Pros:

The ability to be Green and scan emails, word docs, excel spreadsheets directly into onbase without having to print the items first

Cons:

The user unfriendliness of generating statistical reports from the system requires the assistance of an administrator. Everyday users are not able to easily configure reports. Also administrators are sometimes unable to generate adhoc reports

Great file maintenance software for HR records. Click-heavy, but easy to organize.

Pros:

OnBase is easy to organize records by team member and subcategory. It's easy to find what you need and user friendly.

Cons:

The software is a bit click heavy, and could be a bit more intuitive. Not a major issue as it's still very simple.

Great content management

Pros:

I like how all our documents can be scanned and saved on the system which gives me access to pretty much any document at any time. It's easy to search for documents as well using the different filters.

Cons:

Nothing. It works great and is desktop based so it's very reliable. I suppose if you have a lot of documents saved in the system it can take a bit longer to filter at times.

Hyland Onbase

Comments: Converted the paper application process into a electronic digital medium.

Pros:

The ability to configure indexed fields to perform auto sweeps of documents. This allows for various ways to segment the swept documents in different folders as well.

Cons:

There are a lot of features to use. There is a lot to learn with auto-indexing, search categories, etc.

Does a lot but takes some getting used to

Comments: It allowed us to save and keep documents in a central location.

Pros:

The software does what it does well. Documents can be viewed and it allows complex hierarchies. It just work, doesn't seem to have bugs or problems.

Cons:

It's a bit difficult to use, takes a bit of a learning curve. And this is nitpicky, but it's not really a beautiful piece of software. It looks kind of outdated.

Not the easiest system to setup and use.

Comments: Able to digitize documents and attach them to electronic patient records

Pros:

Integrates into our Allscripts system, excellent communication with technical lead for setup with in depth fault finding

Cons:

Scripted installation not the simplest, and some issues with compatibility with existing .net versions initially.

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.

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

This is amazing system compare to other ECM System

Comments: * Creating Forms are too easy and good.
* Integrating with other business Application (Application Enabler) Code less.
* Powerful Workflow Engine.Easily can Design any complex Business flows without customization(Code Less)
*OCR Engine Powerful

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.