Hyland OnBase serves as the primary document management solution for all of my company's documents.A concrete example of how I use Hyland OnBase for document management within my organization is that all corporate reports are generated within Hyland OnBase and stored there. Additionally, Hyland OnBase is used to control the versions of those documents.

What is most valuable?

The best features that Hyland OnBase offers are the security it provides to control permissions and the traceability of documents.Regarding security and permission control, Hyland OnBase is used to manage who can and cannot access the different documents on the platform.Hyland OnBase has had a positive impact on my organization by reducing manual processes and approval times since the documents are centralized and digitized. I have measured the reduction in approval times, and I can confirm that approvals are completed faster, with an improvement of 33%.

What needs improvement?

I believe Hyland OnBase could improve by making its user interface more user-friendly.I am referring to the learning curve, and I can tell you that the experience with the platform's learning curve is quite steep, especially for less technical staff.

For how long have I used the solution?

I have been using Hyland OnBase for more than 6 years.

What do I think about the stability of the solution?

I consider Hyland OnBase to be a stable platform.

What do I think about the scalability of the solution?

The scalability of Hyland OnBase has required the storage to be expanded in order to have available space.

How are customer service and support?

I would describe the customer service and technical support of Hyland OnBase as being based on the partner that is used, and it basically depends on what the contract says and the service level agreements that have been established.

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

I was using another solution called Panagon before implementing Hyland OnBase. We decided to switch because that solution stopped having licensing.

How was the initial setup?

My experience with the cost, implementation, and licensing of Hyland OnBase is that the cost is high due to the per-user licensing model, and the implementation was also costly since the partner we selected operated on the same basis.

What about the implementation team?

My advice to other organizations that are thinking about implementing Hyland OnBase is to evaluate the learning curve and to choose a good partner for the implementation.

What was our ROI?

Despite these costs, I have been able to see a return on investment as the time for approvals has been reduced, and since they are centralized, everything is in one place.

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

The main factors that influenced my decision to choose Hyland OnBase over other options available on the market were the cost compared to others and the high document-handling capacity that Hyland OnBase can provide.

Which other solutions did I evaluate?

Before choosing Hyland OnBase, I evaluated other options such as DocuWare and Microsoft SharePoint.

What other advice do I have?

I give Hyland OnBase an overall rating of 8 out of 10.

Cynthia Mute

Digital workflows have transformed document access and have reduced paper usage and processing time

Reviewed on Mar 15, 2026

Review from a verified AWS customer

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?

Amazon Web Services (AWS)

Abdul_Jabbar

Automated workflows have transformed document handling and support daily approvals and billing

Reviewed on Mar 10, 2026

Review from a verified AWS customer

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?

Positive

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?

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