Hyland OnBase Reviews

My customers use it mainly for financial work, where they don't want their data leaked. If we put it on the cloud, there is definitely some chance of leakage. While every cloud is secure, ultimately, it is in the hands of the cloud admin. Therefore, we rely on an on-premises solution, which is much safer in the case of financial applications. 

Also, we have some customizations of OnBase, which are MRM, ROI, and those kinds of applications for the product which are used in the healthcare domain.

The product does allow some low-code development features. For example, suppose a customer needs some customization. In that case, they can put their small applications on top of OnBase, which can be integrated, and they can leverage its utility into their domains. That is one of the features which I could say is in huge demand. If a client doesn't have a technical team and prefers to do customizations on their own (rather than going back to Hyland and paying them for those solutions), they can do so.

They are improving their dashboards and reporting, which helps organizations as well. They have created some new types of clipboards in OnBase and working towards enhancement as well.

The dashboards and reporting are quite good.

The product does offer a low-code environment, which is great for non-technical teams. 

We found the setup process to be okay since they do offer a troubleshooting guide.

It is scalable and stable. 

The dashboards do have some room for improvement as compared to the other vendors which are there in the market. That said, it depends on the use case that the customer has. 

They need to focus on security for financial organizations and healthcare domains that are using it. For them, while the current dashboards are meeting their needs, the market is changing. They do need some transformation on top of it.

In terms of reporting, we don't have anything on the artificial intelligence side. For example, if one of my customers is uploading their invoice, they have an OCR feature which is known as Optical Character Recognition, and their system does read those things; however, in this solution, they don't have a mechanism, as of now, to improve it further. Therefore, if I have uploaded an invoice that includes my name, it should be able to suggest to me that there are other documents that already have this name in them. The search engines could use some artificial intelligence to make the solution much, much better.

If I'm using Google, and if I try to search for a name with a string, it will show me all the files which are coming with the name, which are all the listings of the files, before I add the complete name. Then it will start displaying the list of files. The search functionality in this product should offer a similar approach and make suggestions based on what you are typing. 

The troubleshooting guidelines could be more clear during the initial setup. 

I've been using the solution for the last six months.

It is stable and reliable. 

It is like a Windows application. If I have done an installation on my machine, then it will work properly. We will not run into any issues related to security or scalability if we have proper hardware in place. However, if I'm installing it on my laptop and I don't have the appropriate RAM to run it, then it will be challenging. Otherwise, it works nicely.

The solution is scalable. 

I've never escalated issues to technical support.

I have worked on Hyland OnBase only.

Installation-wise, there are sometimes some challenges. However, we do have some troubleshooting guides that help us troubleshoot the issues we are getting. At times, it includes a few different components, so there is room for improvement to help the troubleshooting guide become clearer. We can easily handle a one-time installation in the case of on-premise since, once it is installed on one of my machines, I can keep using the same setup again and again. It's easy to understand once you have done it. 

I'd rate the installation process a six out of ten in terms of ease of deployment. For the most part, it is just a step-by-step installation. 

There is no specific maintenance needed as such. That said, when there is a version upgrade, then there are certainly some challenges due to the fact that the technology is legacy now and, of course, the turnaround time is longer. If we run into any challenges, then the turnaround time to resolve issues is also more since the technology is older. 

I can't speak to the exact pricing. I don't have information about licensing. 

I'm a partner. I'm working with the Windows-based version of the solution. 

We are starting to launch these products on AWS, and that likely will make everything easier in the future (as opposed to on-premises deployments).

I'd rate the solution an eight out of ten. It needs a bit better usability. However, the security is good. 

I primarily use OnBase for content management for our HR system, specifically to archive HR documentation.

The most valuable features are that it's very secure and provides audit trails for our documents.

An area for improvement would be the training - getting our people up to speed on how to use it required more training than we expected due to the complexity of the solution.

I've been using Hyland OnBase for four or five years.

OnBase is stable and low-maintenance.

OnBase's scalability is good.

OnBase is reasonably priced - we pay around $4,500 a month for our licenses.

I would give OnBase a rating of eight out of ten.

I like the flexibility and its modular nature that allows us to create solutions that meet our business needs. I think of OnBase as a utility player. It’s not built for a specific industry or function. If you are creative and use the myriad of tools, such APIs and ShareBase, you can support/facilitate almost any business process with it.

We weren’t big enough or complex enough to purchase a CRM. We used this tool to build pipeline management, sales workflow, and supporting reports.

As the system grows in terms of number of modules, features, and functionality, options can be confusing and they can conflict with other options that you enable. Although it is better than it was, the upgrade process still presents a challenge. Because of the modular nature of this tool, you may need to package multiple installers to complete the upgrade process.

We have used this solution for 11 years.

We rarely have stability issues. We use Hyland Global Services.

We have not had any scalability issues.

Technical support is good. Like any vendor, you need to put some pressure on them occasionally.

We did not have a previous solution. The first company I worked for moved from a paper-based system to imaging. My current company relied on shared drives before this system.

It’s really just a set of tools. I’ve seen too many implementations that didn’t have the right people involved. The system was set up to fail, and the end users had difficulty finding and storing documents. Users think they have a bad system, but the problem was caused by a poor configuration.

It’s very modular. With every incremental implementation, there will probably be additional license fees.

Make sure you have the right kind of person on your team with business knowledge and technical aptitude. Make sure you learn the toolset before you dive into the configuration.

We use Hyland OnBase for knowledge management.

A single platform with multiple capabilities to orchestrate processes, complex business rules and all types of business content.

The look and feel could be better!!!

I have been using Hyland OnBase for one year.

Its a strong and very stable solution

Absolutely scalable, you can start with a small process and grow whatever you want.

Technical support is excellent.

The initial setup is fast and easy

In house team

I will always recommend this solution to new users.

On a scale from one to ten, I would give Hyland OnBase a nine.

One comprehensive product with a codeless platform.

Streamlines our content-based processes and automates business processes.

As an ECM Solution, there are a lot of improvements needed. For example:

• The web client should address the next generation of web technologies such as HTML5 and stylish layout.
• More localization support for Arabic.
• OCR Arabic Support.

We have been partners since 2010.

The product is very stable.

Technical support provides excellent service.

I used to be a FileNet and .NET developer. OnBase provides high-value solutions for organizations with much less cost in comparison to other ECM solutions.

Since OnBase is one platform from one single vendor, all the components of the software are tightly integrated with minimal installation issues. We only spent a maximum of two to three days to complete upgrades.

OnBase is a modular-based solution that offers a variety of vertical-based solutions, such as like AP and AR.

It’s a bit pricy, but it’s worth the investment. The philosophy of Hyland is to remove the overhead of coding the solutions as much as possible.

All ECM standards are configured-based.

They should think of OnBase as a strategic solution that provides great cost-cutting solutions, both directly and indirectly.