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290 reviews
from and

External reviews are not included in the AWS star rating for the product.


    Annette D.

OnBase has greatly improved our AP process!

  • September 24, 2024
  • Review provided by G2

What do you like best about the product?
We use OnBase for AP and it has greatly improved our processes. We have eliminated the need for paper invoices and storage. It allows us process invoices much faster as it goes through approvals quickly and doesn't need to be passed around for approvals. It also provides reporting tools and allows us to research invoices easily.
What do you dislike about the product?
We use the Line of Business Broker which occassionally has some connection issues. I the LOBB is down, we can't use OnBase at all since there is no connection. A recommended improvement would be for it to cache the GL coding so that it can be used if the connection is down.
What problems is the product solving and how is that benefiting you?
We are now paperless with AP which is saving on storage space and offsite storage. It also allows for approvals while individuals are traveling and we no longer have to wait until they return to physically approve the invoice. We can process invoices much faster this way.


    Amanda H.

Learning and getting better

  • September 24, 2024
  • Review provided by G2

What do you like best about the product?
WorkView and workflow, I like how easy it is to customize
What do you dislike about the product?
Probably how hard it is to get support with someone
What problems is the product solving and how is that benefiting you?
Document management, contract management, document retention, automation (slowly)


    Carey R.

OnBase works well within our organization. Our customer service team is also the best

  • September 24, 2024
  • Review provided by G2

What do you like best about the product?
customer support is great and we love being in the cloud
What do you dislike about the product?
Only downside at this time is ease of finding scanned documents for the providers
What problems is the product solving and how is that benefiting you?
scanning and AP processing


    Aaron L.

Very useful multi faceted ECM

  • September 24, 2024
  • Review provided by G2

What do you like best about the product?
Developing and using the OnBase Workflow and Workview applications are easy to understand and work with. Giving the opportunity to find many solutions within the system.
What do you dislike about the product?
Sometimes the rules based process of OnBase workflow doesn't allow a good process for when someone makes a mistake. Because it goes step by step, anything that throws that off seems to affect an item either immediately or further down the line.
What problems is the product solving and how is that benefiting you?
OnBase has done a great job of eliminating the massive amounts of paper that we used to use. In fact the space once used for file cabinets is not replaced with 25 employees.


    Airlines/Aviation

We are scaling OnBase to an enterprise scale solution

  • September 24, 2024
  • Review provided by G2

What do you like best about the product?
Very power platform with numerous capabilities and features that we can take advantage of
What do you dislike about the product?
Pricing. Too many licenses per component. Would be better priced as an enterprise platform with all components in play
What problems is the product solving and how is that benefiting you?
Maintaining regulatory compliance for critical business processes for our enterprise.


    Maria Galindo

An excellent and robust platform, capable of adapting to different business cases. It remains at the forefront of technology.

  • September 10, 2024
  • Review provided by PeerSpot

What is our primary use case?

We use the solution for document management and process management.

How has it helped my organization?

The solution interconnects areas and allows for real-time information.

What is most valuable?

The solution's most valuable features are integration and flexibility. Allows you to manage all types of organizational information content

What needs improvement?

The solution’s initial setup is a little complex. The look and feel need improvement as well.

For how long have I used the solution?

I have been using Hyland OnBase for eight years.

What do I think about the stability of the solution?

Th stability is okay.

What do I think about the scalability of the solution?

The solution’s scalability is excellent. Around 80 users are using the solution in our organization.

How are customer service and support?

The technical support team takes time to resolve a ticket.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We previously used SharePoint and knowledge tree. We switched to Hyland OnBase because SharePoint doesn't provide much flexibility.

How was the initial setup?

The solution’s initial setup is a little complex. The deployment took around six months. Three people, including an administrator, were involved in the solution's deployment. The solution is deployed on the Hyland cloud.

What about the implementation team?

A vendor team implemented the solution and I would rate them an eight.

What's my experience with pricing, setup cost, and licensing?

The solution costs around $5,000 per month. It is very relative.

Which other solutions did I evaluate?

I valuated other options.

What other advice do I have?

The solution helps with compliance and data security. I would recommend the solution to other users because of its stability, flexibility, and security.

Overall, I rate the solution an eight out of ten.


    Financial Services

excellent

  • August 05, 2024
  • Review provided by G2

What do you like best about the product?
It is very easy to use and implemente OnBase produts.
What do you dislike about the product?
Too many features and integratoin a bit complex.
What problems is the product solving and how is that benefiting you?
It is replacing the Nautilus application.


    Balaji P.

Strong futuristic approach

  • August 01, 2024
  • Review provided by G2

What do you like best about the product?
It used to be support (4 years ago). Now it is about newer functionality and Hyland experience
What do you dislike about the product?
Currently OnBase support is not as impressive as before
What problems is the product solving and how is that benefiting you?
Ease of maintenance and user friendly


    Misty B.

User friendly

  • August 01, 2024
  • Review provided by G2

What do you like best about the product?
I like App Buiider and think it would be very helpful for end users
What do you dislike about the product?
So many workview screens to open for end user
What problems is the product solving and how is that benefiting you?
Na


    reviewer2518710

An enterprise document storage utility with flexibility and easy deployment

  • August 01, 2024
  • Review provided by PeerSpot

What is our primary use case?

It's the enterprise document storage utility, handling everything from member statements to reports and checks written against member accounts.

What is most valuable?

Its most valuable aspect is its flexibility. You can apply any keyword to search for anything within a document. This flexibility is also its biggest drawback: If you overuse the number of keywords, you can run into performance issues.

What needs improvement?

Software malfunctioning usually occurs when we receive documents from external sources. The incidents are related to the source not providing the correct accompanying metadata or keywords, which then requires manual adjustments.

For how long have I used the solution?

I have been using Hyland OnBase for a year.

What do I think about the stability of the solution?


What do I think about the scalability of the solution?

Eight people are using this solution. We have over a billion documents in our repository, it scales pretty well.

How are customer service and support?

We wanted to implement a stored procedure against their database instead of using their internal or provided APIs. To get permission, you have to go through an entire legal process.

They bear some liability if a document gets lost, destroyed, or leaked, so they don't want to give customers unrestricted access to write anything against their database. Even after we demonstrated the performance issues, they kept suggesting alternatives. They agreed only after we proved that their APIs couldn't deliver the performance we needed. We had to go through a legal negotiation to amend the contract to allow the stored procedure.

How would you rate customer service and support?

Positive

How was the initial setup?

They provide a SOAP-based API, which has been difficult to integrate with our MuleSoft Service Bus. We're considering moving to their more modern REST API, which has better security hooks that we can leverage more effectively with MuleSoft.

A typical system deployment can happen overnight. We don't have an automated pipeline for the application; everything is done manually. If it's strictly an update to the configuration, and barring testing, it's an overnight process.

Everyone involved in development, configuration, business analysis, and management is part of one team. A separate team of about four people is responsible for administration tasks such as patching the servers and installing the updates developed by the development group.

What other advice do I have?

The product does what you need to do if you have a regulatory need to retain a document for X number of months or X number of years. It allows you to set that expiration date, and once it hits that retention period, assuming you put one, it will handle the removal. For example, financial institutions must keep checks and images on hand for two years. After two years, checks older than that are automatically removed from the database and the repository.

They have AI offerings, but we have not yet investigated them.

Overall, I rate the solution a nine out of ten.