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OnBase vs Epicor ECM

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Our analysts compared OnBase vs Epicor ECM based on data from our 400+ point analysis of ECM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
OnBase Software Tool
SelectHub Award Winner
Epicor ECM Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

84 Detailed Analysis

User Sentiment

Great User Sentiment (136 Reviews)

Analyst Rating

83 Detailed Analysis

User Sentiment

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( Reviews)
OnBase is a cloud-based information platform for documents, records and business process management. It allows companies to securely store and access data, and to simplify manual tasks with automation. Organizations can easily manage large volumes of files and maintain corporate assets from one central location.
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Epicor ECM is a comprehensive enterprise content management (ECM) solution designed to streamline document management, collaboration, and business processes. It provides a centralized platform for storing, organizing, and accessing critical business information, enabling organizations to improve efficiency, reduce costs, and enhance compliance. Epicor ECM is particularly suited for businesses seeking to digitize their operations, automate workflows, and improve collaboration across teams.

Key benefits of Epicor ECM include its user-friendly interface, robust search capabilities, and seamless integration with other Epicor solutions. It offers a range of popular features such as document versioning, workflow automation, and mobile access, empowering users to manage content effectively from any device.

Compared to similar ECM products, Epicor ECM stands out for its ease of use, scalability, and industry-specific functionality. It is priced competitively, with flexible licensing options based on the number of users and the level of functionality required. Epicor ECM is a valuable investment for organizations looking to optimize their content management and collaboration processes.

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Tailored to your specific needs
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Product Insights

  • Save Time: A single system captures data, scans documents and imports information. Reduce IT needs, as no additional technical expertise is required. 
  • Upgrade Easily: Reduce challenges related to upgrading multiple coded solutions. Parallel upgrades allow more than one version to run simultaneously. 
  • Increase Flexibility: Enable file capture, generation and distribution during any phase of the content lifecycle. Optimize both structured and unstructured processes. Simplify workflows by employing task automation, document routing and load-balancing. 
  • Reduce Overhead Costs: Allow employees to work and access content from anywhere. Eliminate printing and paper file storage by electronically capturing information. 
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  • Enhanced Collaboration: Foster seamless teamwork with centralized document storage, version control, and real-time editing capabilities, enabling efficient project execution.
  • Streamlined Document Management: Organize and retrieve documents effortlessly with intuitive search functionality, customizable metadata, and automated workflows, reducing time spent on document retrieval.
  • Improved Compliance: Ensure adherence to industry regulations and internal policies with robust security measures, audit trails, and automated retention schedules, mitigating compliance risks.
  • Increased Productivity: Empower employees with self-service access to documents, eliminating the need for manual searches and reducing time spent on administrative tasks, boosting overall productivity.
  • Reduced Costs: Eliminate the need for physical storage, reduce paper usage, and streamline processes, resulting in significant cost savings over time.
  • Enhanced Security: Protect sensitive information with advanced encryption, role-based access controls, and disaster recovery capabilities, ensuring data integrity and confidentiality.
  • Improved Decision-Making: Access real-time insights into document usage and collaboration patterns, enabling informed decision-making and process optimization.
  • Scalability and Flexibility: Adapt to changing business needs with a scalable solution that can accommodate growing document volumes and integrate with other enterprise systems seamlessly.
  • Mobile Accessibility: Empower employees to access and manage documents from anywhere, anytime, on any device, ensuring uninterrupted productivity and collaboration.
  • Enhanced Customer Service: Provide exceptional customer service with quick and easy access to relevant documents, improving response times and customer satisfaction.
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  • Advanced Document Capture: Organize, extract and validate all essential data at the source. Scan electronic files and upload images using a mobile device, with or without internet connection. Automatically index documents and make them securely accessible to users. 
  • Unified Document Management: Manage files and data in one place. Improve organization processes with searchable electronic databases. Easily automate repetitive tasks related to data entry. 
  • Enterprise Search: Locate relevant information instantly. Conversational search and navigation filters eliminate the need for users to enter perfect search terms. 
  • Business Process Management: Use automated workflows without coding, simplify file approval procedure and enhance overall information accuracy. Gain quick insight into system health and security via dashboards, with automated email notifications for system events. 
  • Case Management: Enable users to make informed decisions based on available documents, records and emails. Reporting dashboards and audit trials provide a comprehensive view into company operations, facilitating improvement and transparency. A point-and-click configurable platform reduces the need for additional services. 
  • Enterprise File Sync and Share: Exchange files without compromising information ownership. Host data in an encrypted cloud or storage space designed for maximum security. 
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  • AP Automation:  
    • ERP Integration: Access all AP (accounts payable) content. Connect with the accounting or ERP systems to ensure appropriate fields and content are automatically filled. Integrate with Microsoft Dynamics, Sage, Oracle, SAP and Infor. 
    • Invoice Processing: Enable automatic invoice matching to expedite the accounts payable process. 
    • Enforce Compliance: Follow document control and retention policies. Enable accurate reporting. Track every interaction with content via an audit trail. 
  • Package Works: Support case management of various processes by creating document packages that are complete, correct and delivered on the assigned time. 
  • HR Automation: Manage employee records in compliance with privacy regulations and country-specific information. Integrate with HRIS (human resources information system) and automate human resources processes. 
  • Intelligent Data Capture: Automate data entry and eliminate the need for time-consuming and laborious manual processes. Capture, classify, organize, validate, verify and submit data. 
  • Electronic Forms: Maintain data consistency and eliminate the need for paper forms. Customize digital forms by using the drag and drop option. 
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Product Ranking

#21

among all
ECM Software

#52

among all
ECM Software

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Analyst Rating Summary

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Content Capture
Mobile Capabilities
Document Management
Platform Capabilities
Content Capture
Reports and Analytics
Platform Capabilities
Document Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

OnBase
Epicor ECM
+ Add Product + Add Product
AI-Based Capabilities Collaboration Compliances Content Capture Document Management Document Protection Mobile Capabilities Platform Capabilities Reports And Analytics 40 50 83 100 91 77 93 89 80 50 60 67 100 92 83 70 95 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
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User Sentiment Summary

Great User Sentiment 136 reviews
we're gathering data
86%
of users recommend this product

OnBase has a 'great' User Satisfaction Rating of 86% when considering 136 user reviews from 2 recognized software review sites.

we're gathering data
4.29 (68)
n/a
4.3 (68)
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Awards

SelectHub research analysts have evaluated OnBase and concluded it earns best-in-class honors for Content Capture and Mobile Capabilities.

Content Capture Award
Mobile Capabilities Award

SelectHub research analysts have evaluated Epicor ECM and concluded it earns best-in-class honors for Content Capture and Reports and Analytics.

Content Capture Award
Reports and Analytics Award

Synopsis of User Ratings and Reviews

Intuitive Interface: Users appreciate OnBase's user-friendly interface, which simplifies document management and retrieval, making it easy for employees to find what they need quickly and efficiently.
Robust Search Capabilities: OnBase's advanced search functionality allows users to locate specific documents or information within seconds, even across vast repositories, saving time and improving productivity.
Seamless Integration: OnBase seamlessly integrates with other business applications, such as ERP and CRM systems, enabling users to access and manage documents directly from within their familiar workflows.
Enhanced Collaboration: OnBase facilitates collaboration by providing a central platform for document sharing, annotation, and version control, ensuring that teams have access to the most up-to-date information.
Improved Compliance: OnBase helps organizations meet regulatory compliance requirements by providing secure document storage, audit trails, and retention policies, ensuring the integrity and accessibility of critical documents.
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Intuitive Interface: Epicor ECM's user-friendly interface makes it easy for users to navigate and find the information they need quickly, reducing training time and improving productivity.
Robust Search Capabilities: The advanced search functionality allows users to locate specific documents or data with ease, even within large document repositories, saving time and effort.
Seamless Integration: Epicor ECM seamlessly integrates with other Epicor applications, such as ERP and CRM, providing a centralized platform for managing all business-critical information and streamlining workflows.
Enhanced Collaboration: Epicor ECM facilitates collaboration by allowing multiple users to access, edit, and share documents simultaneously, improving teamwork and project efficiency.
Improved Compliance: Epicor ECM helps organizations meet regulatory compliance requirements by providing secure document storage, version control, and audit trails, ensuring the integrity and accessibility of critical information.
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Steep Learning Curve: OnBase's complex interface and extensive feature set can be overwhelming for users, requiring significant training and support.
Limited Customization: While OnBase offers some customization options, users report that it lacks the flexibility to fully adapt to their specific business processes.
Integration Challenges: Integrating OnBase with other systems can be complex and time-consuming, hindering seamless data flow and collaboration.
Performance Issues: Users experience occasional performance issues, such as slow loading times and system crashes, which can disrupt workflow and productivity.
Costly Maintenance: OnBase's licensing and maintenance costs can be substantial, especially for organizations with large-scale deployments.
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Clunky Interface: Users complain about an outdated and unintuitive interface that hinders productivity and requires extensive training.
Limited Customization: Epicor ECM reportedly offers limited customization options, making it challenging to tailor the system to specific business needs.
Integration Challenges: Users encounter difficulties integrating Epicor ECM with other business applications, leading to data silos and inefficiencies.
Slow Performance: Some users experience performance issues, particularly when dealing with large volumes of documents or complex workflows.
Lack of Mobile Support: Epicor ECM's mobile capabilities are reportedly limited, hindering remote access and collaboration.
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OnBase is a robust ECM software that has received positive feedback from users in the past year. Its strengths include its user-friendly interface, comprehensive feature set, and strong security measures. Users appreciate its intuitive design, which makes it easy to navigate and use, even for those with limited technical expertise. OnBase's feature set is also highly praised, as it offers a wide range of capabilities, including document management, workflow automation, and records management. Additionally, OnBase's security features are top-notch, ensuring that sensitive data is protected from unauthorized access. When compared to similar products, OnBase stands out due to its ease of use, customization options, and scalability. Its user-friendly interface makes it accessible to users of all skill levels, while its customization options allow businesses to tailor the software to their specific needs. OnBase is also highly scalable, making it suitable for businesses of all sizes. These differentiating factors are important because they enable businesses to maximize the value of their ECM investment. Overall, OnBase is a well-rounded ECM software that is suitable for businesses of all sizes. Its user-friendly interface, comprehensive feature set, and strong security measures make it a valuable asset for any organization looking to improve its document management and workflow processes.

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Epicor ECM is a robust ECM solution that has received positive feedback from users in the past year. Users appreciate its user-friendly interface, which makes it easy to navigate and use. Additionally, Epicor ECM offers a wide range of features, including document management, workflow automation, and collaboration tools. These features help users to improve their productivity and efficiency. When compared to similar products, Epicor ECM stands out due to its strong integration with other Epicor products. This integration allows users to seamlessly share data and processes between different applications, which can save time and improve accuracy. Additionally, Epicor ECM offers a high level of security, which is important for businesses that need to protect sensitive data. Overall, Epicor ECM is a well-rounded ECM solution that is suitable for businesses of all sizes. Its user-friendly interface, wide range of features, and strong integration with other Epicor products make it a valuable asset for any business.

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Screenshots

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Head-to-Head Comparison

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