OnBase Pricing, Features, Reviews & Comparison of Alternatives

OnBase

Enterprise content management solution

4.25/5 (56 reviews)

OnBase overview

What is OnBase?

OnBase is a flexible ECM solution that combines integrated document management, records management and business process management. OnBase is a scalable technology platform, tailored to department and can adapt to suit the needs of any evolving organization.

OnBase specializes in transactional content management and has integrations in the Enterprise, Healthcare, Higher Education, Government, Insurance and Financial Services sectors. The software can be on-premise or cloud hosted.

Manage Accounts Payable, Account receivable, procurement and purchasing as well as HR tasks.

OnBase can optimize the way that data flows through your organization by automating predictable decisions.
www.onbase.com

Pricing

Value for money
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Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 5 other markets, Europe, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
OnBase screenshot: OnBase purchase orderOnBase screenshot: OnBase document searchOnBase screenshot: OnBase iPad app

OnBase reviews

Value for money
Features
Ease of use
Customer support
  4.0
  4.2
  4.0
  4.2
Stephen Beers

OnBase

Used daily for 2+ years
Reviewed 2019-03-20
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Lee Miller

OnBase

Used weekly for 2+ years
Reviewed 2019-12-11
Review Source: Capterra

In addition to allowing our institution to securely store and safely access student records, the newest user interface and features are easier to use. I'm not sure if our institution purchased some upgraded features in OnBase or if it itself has had an upgrade and facelift, but it seems to be running faster and with the clearly labeled icon/tools using OnBase has only gotten easier. It's great!

Pros
I think OnBase's newer colorful web-based appearance and interface is a bug PLUS! The interface and functionality is much more user friendly and I love the ability to create my own Favorites so I can quickly jump to the specific user pages/information that I need and use most often.

Cons
Honestly there aren't really any negatives about OnBase that I can think of. I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part). I'm using it right now and it's great...I usually only use a few features to perform the tasks I need to when searching for student records/documents and after clicking around to see what I might dislike about it I actually found another feature I love about it! - the Query History tool is super cool! To be able to see a list of my most recent searches is yet another feature I like about OnBase!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Randy Zaffke

OnBase has gone downhill

Used daily for 2+ years
Reviewed 2018-07-25
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Anonymous

Best ECM software on the market with great workflow capability

Used daily for 2+ years
Reviewed 2017-12-13
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

OnBase

Used daily for 2+ years
Reviewed 2018-09-17
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 9/10

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OnBase pricing

Please contact OnBase for pricing information

OnBase features

API

Activity Dashboard (516 other apps)
Activity Tracking (315 other apps)
Audit Trail (293 other apps)
Auditing (343 other apps)
Automatic Notifications (488 other apps)
Billing & Invoicing (279 other apps)
Compliance Management (350 other apps)
Customizable Reporting (390 other apps)
Data Import/Export (360 other apps)
Document Management (281 other apps)
Document Storage (295 other apps)
Inventory Management (389 other apps)
Inventory Tracking (310 other apps)
Monitoring (279 other apps)
Real Time Data (333 other apps)
Real Time Reporting (282 other apps)
Reporting & Statistics (469 other apps)
Third Party Integration (384 other apps)
Workflow Management (381 other apps)

Additional information for OnBase

Key features of OnBase

  • Import electronic documents directly to the OnBase cloud
  • File storage & archiving
  • High volume batch scanning
  • Retention and records management
  • Automate predictable decisions
  • Manage Accounts Payable
  • Automatic document composition & distribution to clients
  • Business intelligence & reporting
  • Dashboards
  • Email clients
  • Case management
  • Productivity add-ins
  • Technical support
  • Client interfaces
  • Offline & disconnected access
  • Web-based training
  • Security & protection
View All Features

Benefits

Instantly access all your data, documents and business processes from wherever you are, through any application, on whatever device you are using.

OnBase is fully integrable with other applications. It links documents & data stored within OnBase to the transactions & activities in other applications, making them easily accessible to all users.

OnBase is used across industries and provides solutions for the HR, Financial Services, Higher Education, Insurance & Healthcare sectors.

The scalability of OnBase means that it can be tailored to fit the needs of any sized enterprise.

OnBase software can be premise-based or hosted externally.