Most popular features of all Operations Management apps
Requires iOS 14.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about OnBase's features:
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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).
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Excellent Document Management.
Pros
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
The benefits of using OnBase software include having access to a great content management tool.
Pros
OnBase has three knowledge panels accompanied with a search function and display console.
Cons
Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Pros
all in one document and workflow management software, but the pros end there.
Cons
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
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.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
The best of similar document management products.
Pros
Very robust product that can be adapted to many different document situations.
Cons
Product does take some time to learn from a end user and administrative perspective. Product documentation was sometimes confusing or lacking.
Rating breakdown
Time used: 1-2 years
Frequency of use: Occasionally
Likelihood to recommend
We needed to replace our document management system that was outdated and no longer being supported.
Pros
OnBase is fairly easy to use for our end users as long as they remember that they need to index accurately and give good data for each document/file they upload to OnBase so it can be found easily at a later time.
Cons
The public web interface is very limited in what it can do for our public users.
Rating breakdown
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
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
Specifically I've used this for document management.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
I would definitely think that OnBase would be a useful tool for any healthcare facility that needs to verify health insurance of patients or needs to make claims.
Pros
Through doing this, it is easy to manage and track the different steps of the insurance verification, insurance claims, and billing through OnBase.
Cons
There is definitely a bit of a learning curve for those who are using this for the first time. I think that most tools used in medical settings tend to be somewhat complex to navigate around and this is no different.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
The support at Hyland is great and they can find workarounds for all issues.
Pros
Best of all it is highly customizable. Reporting off of the database tables can be tricky as they are not named logically but by codes/numbers.
Cons
Licensing per user is a expensive. Frequent updates/service patches that require vendor support.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
Pros
It's easy to search for documents as well using the different filters.
Cons
I suppose if you have a lot of documents saved in the system it can take a bit longer to filter at times.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Pros
I am able to import my customer's purchase orders and bill of materials in OnBase in seconds.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Great for document control.
Pros
Handles documents great.
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
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.
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Occasionally
Likelihood to recommend
Terrible.
Pros
The ability to generate and query digitized documents was powerful.
Cons
If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere!
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
In addition to allowing our institution to securely store and safely access student records, the newest user interface and features are easier to use.
Pros
I think OnBase's newer colorful web-based appearance and interface is a bug PLUS!
Cons
To be able to see a list of my most recent searches is yet another feature I like about OnBase!
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
Pros
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.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
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.
Cons
When I am importing documents, I am not able to drag and drop multiple files at a time.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
I used this software while working for a credit union and we were really working about the implementation/switch but honestly it was so smooth besides a few system bugs. That's where their awesome customer service comes in.
Cons
I really don't have much to report that I didn't like.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
I like the Integration with Epic and the many features that come with it.
Cons
Unity Client and the document correction workflow could be improved, allowing it to be more user friendly.
Rating breakdown
Time used: 1-2 years
Frequency of use: Occasionally
Likelihood to recommend
* Powerful Workflow Engine.Easily can Design any complex Business flows without customization(Code Less) *OCR Engine Powerful
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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
For instance, printing a document isn't so easy as CTRL+P; there's a few clicks you have to do to print.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
OnBase is very useful, and is incredibly important to our office. The interface is a bit clunky, and the software crashes.
Pros
A simple data entry screen allows the user to easily enter the information that is needed.
Cons
More than twice in the last 3 months the software crashed and we were not able to see our documents for a few business days.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
