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What is OnBase?

Industry Specialties: Healthcare, Government, Financial Services, Insurance, Higher Education

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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#9

OnBase is ranked #9 on the top 10 ECM Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report.

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OnBase Pricing

Based on our most recent analysis, OnBase pricing starts at $2,000 (Monthly).

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Starting From
$2,000
Pricing Model
Monthly
Free Trial
No

Training Resources

OnBase is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for OnBase:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

OnBase Benefits and Insights

Why use OnBase?

Key differentiators & advantages of OnBase

  • 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. 

Industry Expertise

Ideal in sectors like financial services, government and healthcare. Also beneficial for rapidly-growing companies.

OnBase Reviews

Average customer reviews & user sentiment summary for OnBase:

User satisfaction level icon: great

136 reviews

86%

of users would recommend this product

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

Synopsis of User Ratings and Reviews

Based on an aggregate of OnBase reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • 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.

Cons

  • 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.

Researcher's Summary:

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.

Key Features

  • 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. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  No drag and drop shortcut. 
  •  Occasional lags. 
  •  Several pre-requirements needed while deploying new modules. 

Suite Support

mail_outlineEmail: Not available.
phonePhone: Not available.
schoolTraining: Access whitepapers, case studies, infographics and solution summaries.
local_offerTickets: Available on the website.
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