Digital workflows have transformed document access and have reduced paper usage and processing time
What is our primary use case?
My main use case for Hyland OnBase is implementing it as both a simple and complex document management system across many different market segments for the sole purpose of making scanned and virtual documents easily searchable and accessible. The workflow capabilities of the product, as well as the Unity web interface and the ability to seamlessly tie into most third-party applications to allow easy associated information lookups within Hyland OnBase, led to a very dynamic and game-changing product compared to how my organization was previously managing their information.
A specific example of how I have used Hyland OnBase for document management or workflow in my organization is the amazing integration with third-party applications. Being able to get documents and information through email, folder importing, mainframe screens, other applications, and XML/CSV streams was simple, powerful, and effective.
Regarding my main use case, it is very simple, effective, and it just works when it comes to content management systems. We rely on static folder structures for storing information or Excel access tables, which can easily become a mess. With Hyland OnBase, every document is unique, and access can be restricted and audited depending on user permission. It allows for a company to take control of their information and be more productive.
What is most valuable?
The best features Hyland OnBase offers include a powerful admin interface. The Unity application is a work in progress, and Hyland OnBase also has document storage, basic workflow activities, and Hyland OnBase security is top-notch.
Great support channels for resolving application issues is something I would add about the features, along with support for a wide variety of files that can be stored within the product. It is also easy to query the database to pull reports on usage.
Hyland OnBase has positively impacted my organization because we use the system internally to our departments, but it also helps the system by filling out web forms that help us gather information from our employees quickly and more effectively than through email or paper methods. It is also very beneficial because we are able to reduce our paper costs by collecting documents electronically and keeping them electronically through the life cycle of that document. We have increased visibility into where our bottlenecks are for processing documents. It has become easier to identify inefficient processes and pinpoint how to leverage the product to reduce the time and effort needed to process that document.
We can easily retrieve documents that need to be stored long-term, enabling us to reduce our paper by collecting documents electronically and keeping them electronically throughout the life cycle of that document. This has reduced the cost by fifty percent. We have increased visibility into where our bottlenecks are coming from, especially which processes are processing documents.
What needs improvement?
Hyland OnBase can be improved because Report Services is an additional license and should be included with the base product. The reason I take off that one point is that sometimes Report Services is an additional license, and that means extra cost.
For how long have I used the solution?
I have been working in my current field for six years and two months.
What do I think about the stability of the solution?
Hyland OnBase is very stable and I have not experienced any downtime.
What do I think about the scalability of the solution?
Hyland OnBase is very scalable because it can handle my organization's growth effectively.
How are customer service and support?
The customer support for Hyland OnBase is fast and very responsive.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used a different solution which was Microsoft Azure and Document Vantage on Demand.
What was our ROI?
I have seen a great return on investment with Hyland OnBase. We have been able to reduce staff by not needing temps and have achieved a great reduction of space due to not using file cabinets. It is nice to have instant images without getting up and looking for things.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is that the price is relatively affordable, but as I mentioned, Report Services is an additional license. That means when I want to use Report Services, I prefer to pay more additional cost for using Report Services.
Which other solutions did I evaluate?
Before choosing Hyland OnBase, I evaluated other options such as Salesforce.com.
What other advice do I have?
My advice for others looking into using Hyland OnBase is that it is more efficient, fast, and easy, making it a great business process management and workflow tool to manage the API. My organizational business areas are able to automate what was once manual tasks by leveraging the ability to define workflows that are congruent to internal business processes. Hence I am able to save a lot of time and cost. I would rate Hyland OnBase a nine out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Automated workflows have transformed document handling and support daily approvals and billing
What is our primary use case?
Hyland OnBase is used across the entirety of the organization in a variety of different ways, and its primary use is as a document storage solution that is used in conjunction with other systems such as our primary EMR, Epic. Along with storage and integration, workflow processing is a major tool used by the organization for all of its departments.
For an example of how my team or department uses Hyland OnBase in our daily work, accounts payable uses it for processing and finalizing payments, and Hyland OnBase is also used for its mass import capabilities such as DIP, COLD, Mailbox Importer, and EDI, especially by outbilling areas to quickly bring in needed documents for the workflows.
Another major use of Hyland OnBase by our organization is that it has found more and more use in new departments to ease workflow, cut down on time, and reduce paper use.
What is most valuable?
The best features Hyland OnBase offers in my experience include being a robust storage solution that integrates well with the Epic solution, allows Unity Forms to be easy to create and use, and has Distribution Services for sending email notifications as reminders.
Out of those features, the workflow engine has made the biggest difference for me because it is excellent for automating approval processes, and we use Hyland OnBase for legal requests, hardware requests, travel requests, corporate credit card requests, and file transfer requests.
WorkView is an incredible module for gathering and displaying summary information, and we utilize it highly in our subsidiary to manage our legal contracts, their financial billing process, and their travel. We also use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems that are not yet API enabled.
The impact of Hyland OnBase on our organization is that automating manual processes has had an incredible effect on our return on investment, and the man-hours saved by automating processes pays for the system, ranging from one to five hours.
I measured the man-hours saved through the tracking of workflows and automation processes.
Additionally, Hyland OnBase has allowed us to move away from moving paper around various departments, providing workflow management to keep approval inside the system and out of the email boxes, eliminating the need for paper storage, and saving storage costs with other vendors.
What needs improvement?
Hyland OnBase could be improved in terms of service support response time.
More timely updates to solution software support documentation also should be improved.
For how long have I used the solution?
I have been using Hyland OnBase for five years and a few months.
What do I think about the stability of the solution?
Hyland OnBase is very stable, with no downtime noticed.
What do I think about the scalability of the solution?
Hyland OnBase is very scalable and grows with my organization's needs.
How are customer service and support?
Customer support for Hyland OnBase is very helpful and supportive.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used Guidewire InsuranceSuite before switching to Hyland OnBase.
What was our ROI?
I have seen a return on investment with Hyland OnBase because it provides a very reliable
ECM platform for my organization, helps to remove the dependency on paper files and file folders, saves real estate costs, and facilitates the ability to work from anywhere. It has made same-day processing of all incoming and outgoing documents a reality.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is that it is very cost-effective and affordable.
Which other solutions did I evaluate?
I evaluated
DocuSign before choosing Hyland OnBase.
What other advice do I have?
My advice to others looking into using Hyland OnBase is that it is a highly recommendable tool because it has the ability to ingest documents through multiple methods such as scanning, email, DIP, and web services. It also helps organize and store documents in secure storage with encryption and user role-based access controls, along with the ability to securely deliver documents to internal and external customers.
Hyland OnBase is a great product with a lot of features and flexibility for customization to implement various business needs, making external integration with various business systems easy. Overall, it is a robust solution that can support the demanding usage needs for multiple departments and is very stable, secure, and has been a reliable and easy, scalable solution for our organization.
I found this interview to be well done but suggest trying to be a little faster. I gave this review a rating of 9 out of 10.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Great Integration Options, Room for Improvement
What do you like best about the product?
All the integration options. Unity is easy to use.
What do you dislike about the product?
Technical support is hit and miss. Some analysts are amazing and so very helpful. Some seem to just want to close tickets as soon as possible with no real resolution. Scan formats in Unity are difficult to manage.
What problems is the product solving and how is that benefiting you?
Incoming fax processing. I have several departments that I have created workflow lifecycles to mimic how they processed these when they were paper. It makes it easier to management and keep track of faxes.
Fantastic to work with
What do you like best about the product?
Ability to customize to individual groups. Ease of us and can be as complex or simple as needed.
What do you dislike about the product?
In its current form, Full-Text Indexing.
What problems is the product solving and how is that benefiting you?
Workflows, document repository.
OnBase Admin
What do you like best about the product?
Easy to find documents and it is user friendly
What do you dislike about the product?
Lots of licenses and the web client could be more updated
What problems is the product solving and how is that benefiting you?
Healthcare
It can do it all
What do you like best about the product?
OnBase is able to store all of our information and streamline a lot of our business processes. It is very customizable and is able to handle a myriad of situations.
What do you dislike about the product?
The learning curve is pretty steep with getting everything setup with documents and workflows. Hyland does provide ample training to help with this though
What problems is the product solving and how is that benefiting you?
Invoice collection and processing, document retention
Manage Onbase for healthcare
What do you like best about the product?
Able to customize to suit ours and clients needs
What do you dislike about the product?
Sometimes there is too much customization
What problems is the product solving and how is that benefiting you?
Able to handle everything from faxes, to EKGs, to HR and legal
An OnBase review from a fan and evangelist
What do you like best about the product?
It's the most robust platform of its kind on the market with the most powerful workflow engine.
What do you dislike about the product?
Client disparity, it took a long time to get to this modern look / platform you have now. I endured years of "this seems old."
What problems is the product solving and how is that benefiting you?
We find ourselves creating solutions to round out other systems that don't have an answer for the need. We call it the Swiss Army knife platform because we can do just about anything.
OnBase user forum
What do you like best about the product?
the ease of use and the integration with our core system, eventually the use of CIC
What do you dislike about the product?
Some of the pricing and the inability to spin up a project quickly
What problems is the product solving and how is that benefiting you?
document ingestion, RPA, automation, and indexing, scanning
New to the team
What do you like best about the product?
I'm the manager of the team that supports the OnBase Team. It seems to be easy for them to administer and provide value to the company.
What do you dislike about the product?
I hear some complaints from our users occasionally about speed.
What problems is the product solving and how is that benefiting you?
We're using it for processing invoices in AP
