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it_user577326 - PeerSpot reviewer
Director at a financial services firm with 51-200 employees
Vendor
It is modular, and enabled us to build pipeline management, sales workflow, and supporting reports.

What is most valuable?

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.

How has it helped my organization?

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.

What needs improvement?

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.

For how long have I used the solution?

We have used this solution for 11 years.

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Hyland OnBase
October 2024
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What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

We have not had any scalability issues.

How are customer service and support?

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

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

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.

How was the initial setup?

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.

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

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

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Andrea González - PeerSpot reviewer
Business Consultant at ITIS
Real User
Top 5Leaderboard
A single platform with multiple capabilities to orchestrate processes, complex business rules and all types of business content.
Pros and Cons
  • "I like the cloud and its integrability."
  • "The look and feel could be better. The integration with the user could be better. It could also be more user-friendly."

What is our primary use case?

We use Hyland OnBase for knowledge management.

What is most valuable?

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

What needs improvement?

The look and feel could be better!!!

For how long have I used the solution?

I have been using Hyland OnBase for one year.

What do I think about the stability of the solution?

Its a strong and very stable solution

What do I think about the scalability of the solution?

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

How are customer service and technical support?

Technical support is excellent.

How was the initial setup?

The initial setup is fast and easy

What about the implementation team?

In house team

What other advice do I have?

I will always recommend this solution to new users.

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

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company has a business relationship with this vendor other than being a customer: We are resellers, implementers and customers.
PeerSpot user
Buyer's Guide
Hyland OnBase
October 2024
Learn what your peers think about Hyland OnBase. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,649 professionals have used our research since 2012.
Ecm Technical & Pre Sales Manager at a computer software company with 51-200 employees
Real User
It is comprehensive with a codeless platform. I would like to see HTML5 in the web client and OCR Arabic support.

What is most valuable?

One comprehensive product with a codeless platform.

How has it helped my organization?

Streamlines our content-based processes and automates business processes.

What needs improvement?

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.

For how long have I used the solution?

We have been partners since 2010.

What do I think about the stability of the solution?

The product is very stable.

How are customer service and technical support?

Technical support provides excellent service.

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

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.

How was the initial setup?

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.

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

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.

What other advice do I have?

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

Disclosure: My company has a business relationship with this vendor other than being a customer: We are a partner.
PeerSpot user
Buyer's Guide
Download our free Hyland OnBase Report and get advice and tips from experienced pros sharing their opinions.
Updated: October 2024
Buyer's Guide
Download our free Hyland OnBase Report and get advice and tips from experienced pros sharing their opinions.