OnBase

4.3 (75)
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Enterprise content management solution

About OnBase

OnBase is a flexible ECM solution that combines integrated document management, records management and business process management. OnBase is a scalable technology platform, tailored to department and can adapt to suit the needs of any evolving organization.

OnBase specializes in transactional content management and has integrations in the Enterprise, Healthcare, Higher Education, Government, Insurance and Financial Services sectors. The software can be on-premise or cloud hosted.

Manage Accounts Payable, Account receivable, procurement and purchasing as well as HR tasks.

OnBase can optimize the way that data flows through your organization by automating predictable decisions.


Key benefits of OnBase

Saves IT time and costs – easy to implement and customize to a business’s unique needs
• Speed to market - engages the entire organization in collaboration and sharing resources, from
beginning to end in real time
• Eliminates siloed content and reduces duplication
• Simplified search, tracking, and reporting


Images

OnBase Software - OnBase in dark mode
OnBase Software - OnBase Document Viewer
OnBase Software - Approval for Ad-hoc task
OnBase Software - Send to Department
OnBase Software - Workflow
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OnBase Software - OnBase in dark mode
OnBase Software - OnBase Document Viewer
OnBase Software - Approval for Ad-hoc task
OnBase Software - Send to Department
OnBase Software - Workflow

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OnBase

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Pricing Options

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Features

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Integrations

11
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Ease of Use

4.0 (75)
4.1 (180)

Value for Money

4.0 (75)
4.2 (180)

Customer Service

4.1 (75)
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Reviews

Overall rating

4.3 /5
(75)
Value for Money
4.0/5
Features
4.2/5
Ease of Use
4.0/5
Customer Support
4.1/5

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Showing 5 reviews of 75
Verified Reviewer
Overall rating
  • Industry: Government Administration
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Good Paperless Option

Reviewed on 18/09/2018

OnBase made the conversion to paperless relatively seamless for my office.

OnBase made the conversion to paperless relatively seamless for my office.

Pros

OnBase offers a lot of great features that make it easy for users to adapt to working with scans of the documents, rather than the documents themselves. It offers several options for organizing, searching, and file managing.

Cons

At times it can be difficult to navigate - and can be rather intimidating without proper training. But with proper training, it's pretty easy to use.

Cheikh
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OnBase on the way to being a better content manager

Reviewed on 09/01/2021

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

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

Pros

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.

Cons

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.

Alternatives Considered

M-Files

Reasons for Switching to OnBase

Quality and simplicity
Candace
Overall rating
  • Industry: Computer Hardware
  • Company size: 501–1,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

OnBase is a great CMS tool!

Reviewed on 22/04/2018

The benefits of using OnBase software include having access to a great content management tool....

The benefits of using OnBase software include having access to a great content management tool. Other benefits of using OnBase client include easy file storage management system to learn. Additional benefits of using OnBase include secured file management storage with limited user access. More benefits of using OnBase client include great archival options for outdated files. Overall, OnBase reduces the amount of paper being transferred from location to location depending on the size of your company.

Pros

OnBase is a great content management tool. OnBase interfaces with a web client provided by the company. OnBase offers a database storage for customers and clients to manage documents in various file types. OnBase communicates with an application server and database disk groups. OnBase has three knowledge panels accompanied with a search function and display console.

Cons

Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail. Thus file syncing may be affected due to the lag in progressive updates. Functions may differ depending on the version type of download. Limited ways to flag documents. Application may crash or freeze while working within the client.

Lee
Overall rating
  • Industry: Higher Education
  • Company size: 501–1,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

OnBase

Reviewed on 11/12/2019

In addition to allowing our institution to securely store and safely access student records, the...

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!

Pros

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.

Cons

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!

Elizabeth
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

All encompassing clinical file management

Reviewed on 13/10/2021

Overall on base has been a very valuable part of the day-to-day operations. The many features of on...

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.

Pros

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.

Cons

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.

Showing 5 reviews of 75 Read all reviews

OnBase FAQs

Below are some frequently asked questions for OnBase.

OnBase offers the following pricing plans:

  • Free Trial: Not Available

Please contact OnBase for pricing information

OnBase has the following typical customers:

201–500, 501–1,000, 1,001–5,000

OnBase supports the following languages:

Arabic, Chinese, Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Vietnamese

OnBase supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

OnBase integrates with the following applications:

Deltek WorkBook, Docusign, ESRI ArcView, Guidewire, JD Edwards EnterpriseOne, Microsoft Dynamics 365 Business Central tegossuite, Microsoft SharePoint, Oracle E-Business Suite, Oracle PeopleSoft, Workday Financial Management, Workday HCM

OnBase offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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