Program Manager at a financial services firm with 11-50 employees
Real User
Top 5
2024-11-11T16:11:57Z
Nov 11, 2024
Hyland OnBase was used as our primary document and image repository, and we extensively utilized the workflow module within it. It was used to store all of our customer documents, system-generated reports, operational items we needed, and check images. We built out a workflow module, including one specific for accounts payable.
Vice President of Enterprise Applications at GULF WINDS FEDERAL CREDIT UNION
Real User
Top 10
2023-08-02T16:24:24Z
Aug 2, 2023
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.
Associate Consultant at a computer software company with 10,001+ employees
Real User
2022-12-08T13:04:34Z
Dec 8, 2022
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.
Technical Manager at a tech services company with 51-200 employees
Reseller
2021-01-09T10:26:33Z
Jan 9, 2021
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.
Hyland OnBase is acclaimed for its robust document management, automating workflows, and improving organizational efficiency across various industries. Praised for its ability to manage records compliantly, especially in regulated sectors like healthcare and finance, the tool also integrates smoothly with other enterprise systems. Users benefit significantly from streamlined processes, reduced manual tasks, and enhanced data accuracy, boosting productivity and customer satisfaction.
Hyland OnBase was used as our primary document and image repository, and we extensively utilized the workflow module within it. It was used to store all of our customer documents, system-generated reports, operational items we needed, and check images. We built out a workflow module, including one specific for accounts payable.
We use the solution for document management and process management.
I am an IT personnel. We are supporting the tool. I am working for an IT firm here, and we are supporting a client.
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.
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.
We use this solution for record management and digitization of records. We also use it for workflows and to build online forms.
I primarily use OnBase for content management for our HR system, specifically to archive HR documentation.
We use Hyland OnBase for knowledge management.
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.