Avis clients sur OnBase

En savoir plus sur OnBase

Solution ECM combinant la gestion intégrée des documents, le BPM (Business Process Management) et la gestion des enregistrements.

En savoir plus sur OnBase

Avantages :

It's easy to find content you've uploaded. There are a lot of customization options.

Inconvénients :

There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form.

OnBase - Notes

Note moyenne

Facilité d'utilisation
4,0
Service client
4,1
Fonctionnalités
4,3
Rapport qualité-prix
4,0

Probabilité de recommander le produit

8,0/10

OnBase a reçu une note globale de 4,3 étoiles sur 5 d'après 69 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (69)

Stephen
Stephen
Customer Service Representative (É.-U.)
Utilisateur LinkedIn vérifié
Design, 501-1.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase

5,0 il y a 4 ans

Commentaires : My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.

Avantages :

OnBase is excellent for keeping copies of all my client's purchase orders in one place. The layout is user friendly and very simple to use. I mainly use it to keep track of countless numbers of PDFs I have on file. Once imported in to OnBase, I am able to retrieve those files with a simple search. It's been a lifesaver for keeping me organized.

Inconvénients :

The only issue I have with OnBase is a minor annoyance. When I am importing documents, I am not able to drag and drop multiple files at a time. If I have 10 files to import, then I have to do 10 separate imports for each. Other than that, I do not have any complaints.

Denny
Associate University Registrar (É.-U.)
Utilisateur LinkedIn vérifié
Enseignement supérieur, 1.001-5.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Using OnBase in Higher Education

4,0 il y a 4 ans

Commentaires : Within the Registrar's Office, we utilize OnBase and it's ability to use OCR functionality to capture information from students' transcripts for input into our student information system. This alone eliminates dozens of hours of manual labor each week. On top of that, it is a reliable, quick, enterprise imaging solution.

Avantages :

OnBase provides a feature-rich imaging solution that is beloved on our campus. In addition to being a solid imaging solution, OnBase features a powerful workflow engine that allows for easy automation of processes.

Inconvénients :

Depending upon how it is being used, the number of options can be somewhat intimidating. However, once a user is briefed on how to utilize the system and its tools, this is no longer an issue.

Cristian Henry
Coordinador de proyectos (Colombie)
Services et technologies de l'information, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Gestión de Documentos con OnBase

5,0 il y a 2 mois

Commentaires : Software ECM potente para la gestión de documentos empresariales, su motor de flujo de trabajo contiene muchas características que facilita la automatización de procesos y tiene un gestor de aplicaciones que permite la parametrización a la medida de procesos empresariales.

Avantages :

Es un software adecuado para la gestión de documentos empresariales, su sistema de repositorio es muy fuerte y tiene un potente flujo de proceso para la respectiva automatización de procesos

Inconvénients :

Se debe trabajar más en las capacidades de integración móvil y gestión de firmas nativa, además de reforzar en la visualización estándar en los diferentes clientes (escritorio, web etc.)

Luis
Implementador (Colombie)
Formation professionnelle et coaching, 501-1.000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Soporte del producto

3,0 il y a 2 mois

Avantages :

la integración y las multitareas que se pueden configurar

Inconvénients :

Los tiempos de respuesta de soporte son muy lentos y los clientes no dan espera para sus procesos internos

Jhordan
Analista funcional (Colombie)
Logiciels, 501-1.000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

OnBase un gran ECM

5,0 il y a 2 mois Nouveau

Avantages :

La simplicidad al usarlo, la trazabilidad, los informes que permite generar en tiempo real, el control de acceso según los perfiles de usuario, el balanceo de los flujos de trabajo. En general es un software muy completo.

Inconvénients :

hasta el momento todo me ha parecido muy bien. Tal vez las diferencias entre los ambientes web y unity.

Marishia
Marishia
Vendor Relations Analyst (É.-U.)
Utilisateur LinkedIn vérifié
Hôpitaux et soins de santé, 501-1.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

My A/P program

5,0 il y a 4 ans

Commentaires : I am a vendor analyst in accounts payable, and this is one of our main programs.

Avantages :

This is an effective program for accounts payable and is easy to learn and manipulate data for entry.

Inconvénients :

This program is easy to problem shoot should an issue occur, and I see nothing difficult about it's performance.

Krysti
Krysti
Advising and Admissions Coordinator (É.-U.)
Utilisateur LinkedIn vérifié
Enseignement supérieur, 1.001-5.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Easy to Use

4,0 il y a 4 ans

Avantages :

I like how you have all documents link together so when you search a name, everything pulls up.

Inconvénients :

I don’t like that we don’t have the ability to have a workflow or a way to send documents to other departments. If there is that ability , it should be standard for universities.

Utilisateur vérifié
Special Project Officer (Jamaïque)
Utilisateur LinkedIn vérifié
Services financiers, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Perfect for document management

4,0 il y a 6 mois

Avantages :

I love how this allows you to seamlessly upload documents to this software and easily categorize where to store for easy navigation and search at a later time.

Inconvénients :

No complaints for the purpose I use it for.

Anna
Application Analyst (É.-U.)
Hôpitaux et soins de santé, 10.000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase Review

5,0 il y a 6 mois

Avantages :

I like the search function, makes it easy to use and search for items without having to spend a lot of time searching.

Inconvénients :

I don't have any cons or complaints about this product.

Augustina
office administer (Afrique du Sud)
Réseaux informatiques, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Platform that support variety of content services

3,0 il y a 2 mois Nouveau

Commentaires : Not so good

Avantages :

Process applicable to apload to categories effectively.

Inconvénients :

Access to addition and deleting. Its is expensive

Cheikh
OnBase on the way to being a better content manager (Sénégal)
Logiciels, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

OnBase on the way to being a better content manager

5,0 il y a 2 ans

Commentaires : No more wasting time looking for a PDF, whatever its storage duration.

Avantages :

For me, the OnBase software is a must for keeping copies of purchase orders in one go and securely. OnBase is very easy to master. It's a good tool for keeping track of your PDF files if there are many of them, because once the import is done, retrieving the files becomes very easy with the OnBase search. So we can say that it is the tool you need to get organised if you have a lot of files.

Inconvénients :

In practice, I don't see many problems on OnBase except that the drag and drop shortcut is non-existent which delays the work a little. What's more, it doesn't seem that Onbase support does not master complex network configurations and dependencies, because the waiting time is very long sometimes.

Lee
Program Coordinator (É.-U.)
Enseignement supérieur, 501-1.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase

5,0 il y a 3 ans

Commentaires : In addition to allowing our institution to securely store and safely access student records, the newest user interface and features are easier to use. I'm not sure if our institution purchased some upgraded features in OnBase or if it itself has had an upgrade and facelift, but it seems to be running faster and with the clearly labeled icon/tools using OnBase has only gotten easier. It's great!

Avantages :

I think OnBase's newer colorful web-based appearance and interface is a bug PLUS! The interface and functionality is much more user friendly and I love the ability to create my own Favorites so I can quickly jump to the specific user pages/information that I need and use most often.

Inconvénients :

Honestly there aren't really any negatives about OnBase that I can think of. I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part). I'm using it right now and it's great...I usually only use a few features to perform the tasks I need to when searching for student records/documents and after clicking around to see what I might dislike about it I actually found another feature I love about it! - the Query History tool is super cool! To be able to see a list of my most recent searches is yet another feature I like about OnBase!

Utilisateur vérifié
OnBase Administrator (É.-U.)
Utilisateur LinkedIn vérifié
Gestion de l'enseignement, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Best ECM software on the market with great workflow capability

5,0 il y a 5 ans

Commentaires : Drastically improved workflow processes and document management/retention.

Avantages :

Best workflow engine I have ever seen, allows point and click configurable workflows with almost no need for custom scripting (though that is an option). The way it organizes document types is the best I have seen and has a LOT of capabilities for integrating with other line of business systems. The interface is very modern looking as long as you are using the desktop Unity Client or the Web based client. They also offer mobile applications that work very well.

Inconvénients :

Though the scanning features are very good and getting better the forms recognition still isn't as good as most dedicated scanning applications. Also the cost of OnBase tends to be higher than many others but I do find that you get what you pay for.

Utilisateur vérifié
Implementation Specialist (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Onbase is extremely versatile, but it takes time to learn the software and what it is capable of.

4,0 il y a 5 ans

Commentaires : I use Onbase daily for my job, so I see benefits in streamlining and automating process through workflow which save me thousands of hours a year.

Avantages :

It's unique, extremely versatile, and has thousands of integration's. It's extremely useful for a lot of different purposes. Specifically I've used this for document management. It has numerous options for user administration, which is helpful. There are modules for just about everything you can think of, and most are well-made and do their job.

Inconvénients :

There is a steep learning curve to Onbase. The software licensing is not always cheap or ideal, and sometimes you can hit a brick wall due to unforeseen issues. Someone with a deep understanding of the software is an invaluable asset to any implementation.

Utilisateur vérifié
Customer Service Representative (É.-U.)
Utilisateur LinkedIn vérifié
Design, 501-1.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase

5,0 il y a 4 ans

Avantages :

I enjoy OnBase for its straightforward easy to use setup. I am able to import my customer's purchase orders and bill of materials in OnBase in seconds. This then gives me the ability to pull them up at any given time by the purchase order or sales order. When talking to my clients, I am able to refer back to their documents quickly by using OnBase.

Inconvénients :

My biggest issue with OnBase is when importing PDF files, you are not able to drag and drop more than one file at a time. Sometime I am needing to import several related documents at the same time but have to take the time to import each file one by one. Having the option to import an entire folder or more that file at a time would be a huge time saver.

Utilisateur vérifié
Accountant - Internal Controls (É.-U.)
Utilisateur LinkedIn vérifié
Enseignement supérieur, 1.001-5.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Our organization utilizes OnBase for our invoicing, approvals, and T/E, which serves us very well.

5,0 il y a 4 ans

Commentaires : OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and house all backup data for transactions. The software is very user friendly and would be an asset to any organization looking to upgrade their Accounts Payable department.

Avantages :

OnBase is a great software to utilize when wanting a virtual database that can easily be accessed and used by users of all experience levels. The software does an excellent job in communicating with other programs, which allows our organization to have the peace of mind our financial system is correct.

Inconvénients :

The only con I have at this time is a few options, such as the print option, are not as easily accessible as previous options. It would be great to have the CNTRL-P option to print again.

Elizabeth
Administrative assistant (É.-U.)
Hôpitaux et soins de santé, 10.000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

All encompassing clinical file management

5,0 l’année dernière

Commentaires : Overall on base has been a very valuable part of the day-to-day operations. The many features of on base allow us to use it for virtually every aspect of patient care.

Avantages :

On base has several different facets, Each of these facets controls a different aspect of patient workload. On base can be used to fax documents, store clinical documents, and store all the different parts of a patient’s medical record.

Inconvénients :

Sometimes the number of features on base has is a little overwhelming. I also find in my experience that many times after an update has been pushed through on base, certain aspects do not work correctly. This is typically solved by calling the helpdesk.

WILLIAM
Project Manager (É.-U.)
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Been working with this vendor and software for 3 years to develop solutions for customers at my job.

4,0 il y a 5 ans

Avantages :

Onbase is truly an ECM software that can capture all of a companies business processes. From AP, and AR, to HR and even healthcare solutions, Onbase has features and functionality that allows for a wide array of solutions and configurations. Simple back-end for managers and administrators, as well as a good UI for end-users.

Inconvénients :

The wide range of configuration options and features means it takes years to learn all the capabilities of the software. Onbase support is often times unhelpful for more complicated configurations and network dependencies, often taking days/weeks to resolve more complicated issues.

Bonnie
Educator (É.-U.)
Enseignement supérieur, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase

5,0 il y a 4 ans

Commentaires : We were lucky to have been using OnBase for our document storage system, not every school in the district chose to use OnBase like we did. Being able to transfer the scanned documents from OnBase into our previous database system was different at first, but we quickly caught on how to use it. Recently the district switched to a new application system only to find that they can't upload documents directly into it. When it was announced that all schools would need to use OnBase we are happy, as we are already ahead of everyone else! Our transition to the new software has been almost seamless.

Avantages :

OnBase allows us to securely store and safely access student records easily.

Inconvénients :

When I first started using OnBase i had the older version (looked like an old DOS or mainframe system), and it was hard to sometimes locate student records, and/or see if there were more levels (additional documents) for the same student. But once I switched to the newer version I was able to easily see much more and drill down when a single student had more than one document scanned into OnBase.

Utilisateur vérifié
Unit Clerk - Oncology (É.-U.)
Utilisateur LinkedIn vérifié
Hôpitaux et soins de santé, 10.000+ employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Great for Case Management

5,0 il y a 3 ans

Commentaires : I would definitely think that OnBase would be a useful tool for any healthcare facility that needs to verify health insurance of patients or needs to make claims.

Avantages :

OnBase is a great and easy tool to use for patient case management. As someone who is often responsible for verifying the health insurance of patients, I need to create caseloads on OnBase. Through doing this, it is easy to manage and track the different steps of the insurance verification, insurance claims, and billing through OnBase. What I like the most about this software definitely has to be how it streamlines this process.

Inconvénients :

There is definitely a bit of a learning curve for those who are using this for the first time. I think that most tools used in medical settings tend to be somewhat complex to navigate around and this is no different.

Amy
Agent (É.-U.)
Assurance, 11-50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

User friendly

4,0 il y a 3 ans

Commentaires : I use this as part of a carrier page to search for and retrieve documents, so far this have been great software. I like that the documents are all compartmentalized so you can search by the type of document.

Avantages :

This software is easy to use and fairly user friendly. I like that the software seems to be very literal.

Inconvénients :

Sometimes the software freezes up or give you the infamous 'circle of death' while it attempts to pull up the document - however this could be unrelated to the actual software and more of a computer issue.

Utilisateur vérifié
Network Engineer\OnBase Administrator (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 501-1.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase is a versatile, robust electronic document management system. I have been continually pleased

5,0 il y a 5 ans

Commentaires : It doesn't seem obvious, but implementing this software helped us standardize our business processes. Obvious benefits are that we were able to streamline processes and keep our business documentation in one place.

Avantages :

OnBase is very versatile, so it can be configured to work within you environment, whatever it looks like.

Inconvénients :

Because it is so versatile, trying to figure out exactly how to build it out can be a bit confounding. Sometimes it's simpler to take a canned version of a thing and implement it, but that isn't usually the best bet.

Utilisateur vérifié
Underwriter (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 501-1.000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Storing files and documents

4,0 il y a 2 ans

Commentaires : It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend user

Avantages :

Like how you can store all your files and documents in one spot with ease Easy to retrieve information and documents Integration with outlook to make it easier

Inconvénients :

The text is weird sometimes as to how it saves a document, not very helpful to have to change it every time you save a document It gets complicated to use sometimes

Solange
Associate Director (É.-U.)
Enseignement supérieur, 10.000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Versatile system, but still has a few limitations

5,0 il y a 4 ans

Commentaires : Centralized document retention and management cloud based system

Avantages :

The ability to be Green and scan emails, word docs, excel spreadsheets directly into onbase without having to print the items first

Inconvénients :

The user unfriendliness of generating statistical reports from the system requires the assistance of an administrator. Everyday users are not able to easily configure reports. Also administrators are sometimes unable to generate adhoc reports

Randy
Sr. Applications developer (É.-U.)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

OnBase has gone downhill

1,0 il y a 4 ans

Avantages :

all in one document and workflow management software, but the pros end there. OnBase 13 was great, OnBase 17 not so much

Inconvénients :

we upgraded from OnBase 13 to OnBase 17 and let me tell you it is a disaster. OnBase 17 is slower substantially in every category. We are using a click once install, now it has to check the server every time you open, word, or excel, outlook or even OnBase itself for a new version, which sounds great, but this can take 30-45 seconds EVERYTIME you want to open a document. Switching from inbox to related items is very slow, 6-10 seconds, which doesn't seem like a lot, but over the course of a day where you do this 70 times, well you do the math for wasted productivity. And then there is the Random errors that constantly come up on a users system that has worked just fine for months, but there is no solution to that either. Hyland support is virtually non existent, their only solutions are run this software utility that they have. Nothing is ever resolved, they just keep "kicking the can down the road", or tell us to update to version 18. sorry after this disaster our next upgrade will be to something else. Our business users are screaming to go back to version 13.