Hyland OnBase Reviews

We are a financial institution and we keep all of our member documents on Hyland OnBase. We keep statements, photo IDs, core system reports, etc. It also has a link to DocuSign where it automatically downloads DocuSign documents. 

The solution is very developed and we are not taking full advantage of its functionalities. 

We need to troubleshoot why our reports didn't get downloaded in a day. There is a workflow feature which powerful but also complicated. 

I have been working with the solution for a year and a half. 

Hyland OnBase's support is good but you need to pay extra for premium support. It can be cumbersome to track the right person. 

The tool's price is high. 

I would rate Hyland OnBase an eight out of ten. It can do everything that is required. The tool is a powerful system that can serve any organization. The tradeoff is cost and complexity. 

You need to train multiple people because it is a complicated system. We had one person who was trained to use the system and once he left us, we were in a fix. So I would suggest having at least two to three people that are fully trained to use and administer the system.

We use this solution for record management and digitization of records. We also use it for workflows and to build online forms.

The retention module is one of the most valuable features. Whatever we scan onto the system can be identified and we are notified when the records are due to be disposed. 

We are struggling with duplicates and would like to have OCR functionality when using this solution. We do have a barcoding solution but the main challenge we need to overcome is identifying duplicates. 

I have been using this solution for more than ten years. 

This is a scalable solution. 

This solution is 80% scalable. We have approximately 5,000 users supported by it. 

I would rate the support for this solution a seven out of ten. 

Neutral

We have previously used Perceptive Content which is also part of Hyland.

The initial setup is straightforward. Deployment took one to two months including testing. 

We implemented this solution with the help of a partner. 

There are a number of different types of licenses. There are concurrent licenses, individual licenses and imaging licenses. 

This solution is easy to implement and easy to use as long as you know what your business requirement are or the specifications are straightforward. 

I would rate this solution an eight out of ten. 

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.

It is used for basic documents. It is like a document manager.

I am working with Foundation on EP3. We have clients with on-premises deployments, and we have clients with cloud deployments.

OnBase is a remarkable tool. It is a well-done product. Hyland has a lot of experience in building it and looking for new things for clients in terms of functionalities.

It has amazing stability, and it can grow horizontally and vertically. It is built for growth. Their technical support is also quite good and available throughout the year.

For user experience, they would have to do more with the interface. It is not easy to work with and is a little messy. It is getting better, but it is not yet good enough. Other products are comparatively doing better in terms of the user interface. I have been hearing about Box, which is very easy to use and learn for the users. OnBase has to work on this aspect.

It should have BPM capabilities. We compete with tools that provide the BPM feature and support those standards.

They can do better in terms of the pricing model. It is a really expensive tool in Latin America. They should have different prices for different regions.

I have been using this solution for more than 12 years.

It is a really stable platform. It is amazing.

Its scalability is good. You can grow horizontally and vertically. It is built for growth. If you want to grow to add new products in the same solution, you can do it. If you want to increase the number of users, you can easily do that. You may have to add some servers.

Our customers usually are large businesses with large projects. Most of our clients have been working with OnBase for the last ten years. They are growing year by year.

Their technical support is quite good. We get support 24 hours and 365 days a year. It never stops. They are working even during the United States holidays. They have support even on those days.

It depends on the complexity of the project. We have a lot of clients who had simple projects, and they have been growing and expanding. We also had clients who had a complex project as the first project. In my opinion, it is better to start small and then grow. OnBase allows you to do that. 

Its deployment might take from two weeks to a month. It depends on the complexity of the project.

They can do better in terms of the pricing model. It is a really expensive tool in Latin America. They should have different prices for different regions.

We normally compete with Oracle and IBM. These are the main competitors. OpenText is also a competitor but not the main one.

The main difference from other solutions is that OnBase is one and only one platform. You don't have to integrate other things. You have one solution for everything. When you install and begin to use OnBase, you use other functionalities like switching the licenses. You don't have to reinstall or install new software to add functionality, which is an attractive thing for the customers.

The best way to get the best out of this solution is by starting small. Start with a single solution, and then increase the complexity. OnBase allows you to start this way, and it is a cheaper, quicker, and the best way to get a good solution at the end.

I would rate Hyland OnBase an eight out of ten.

We use the solution for document management and process management.

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

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

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

I have been using Hyland OnBase for eight years.

Th stability is okay.

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

The technical support team takes time to resolve a ticket.

Positive

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

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.

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

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

I valuated other options.

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.

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.