Opiniones de OnBase

OnBase un gran ECM

Puntos a favor:

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.

Puntos en contra:

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

Software robusto

Puntos a favor:

Gran capacidad para implementar múltiples procesos de automatización de contenido (CxP, CxC, Admisiones estudiantiles etc...) y la infraestructura puede variar según el procesos a implementar

Puntos en contra:

Se debe trabajar más en la experiencia de usuario en el cliente web, no es nada amigable para con el usuario final y enfocar la actualizaciones del producto hacia la web y mobile.

Gestión de Documentos con OnBase

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.)

Onbase

Puntos a favor:

La manera de implementar es sencilla en temas de flujos de trabajo

Puntos en contra:

La importación y exportación de proyectos, cuesta mucho tiempo y en algunos casos causan errores

Soporte del producto

Puntos a favor:

la integración y las multitareas que se pueden configurar

Puntos en contra:

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

Solid content management software

Comentarios: OnBase serves a great value as a way to store documents for my organization.

Puntos a favor:

OnBase is straightforward. The learning curve is not steep. It's easy to find content you've uploaded. There are a lot of customization options.

Puntos en contra:

I use this software daily, and about once every 15 days it just does not let me upload documents. Fortunately, I can wait a day and then it works again usually, but I can't count on it to be 100% reliable.

Best ECM software on the market with great workflow capability

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

Puntos a favor:

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.

Puntos en contra:

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.

Don't Try Anything Mobile or Remote

Comentarios: Terrible.

Puntos a favor:

The ability to generate and query digitized documents was powerful.

Puntos en contra:

Where to begin? If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere! Numerous issues with sustaining sessions and maintaining connectivity. Furthermore, the error messaging is atrocious! End-users, myself included, constantly report not being able to successfully save documents or the program hanging on submission without any type of error messaging. Also, creating new forms is a nightmare! The number of places where profiles and and different data objects have to be created to get forms to correctly pass information is absurd. 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 is extremely versatile, but it takes time to learn the software and what it is capable of.

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

OnBase

Puntos a favor:

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.

Puntos en contra:

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.

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Using OnBase in Higher Education

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Great software

Puntos a favor:

First when I was learning about this software, I learned that so much can be done just in this system. Its so flexible that it can be used for accounting, hr, etc. The main page of this software is build-able and can be used to keep track of employees progress.

Puntos en contra:

Sometimes this software freezes when you scroll around through multiple thing. You have to restart the program many times.

Good database software but has its quirks

Puntos a favor:

OnBase is used at my workplace to organize tons of files and documents which is useful not only for accessing my own team's files but also to access other team's files if necessary.

Puntos en contra:

The layout of the software tools isn't the most intuitive or accessible. For instance, printing a document isn't so easy as CTRL+P; there's a few clicks you have to do to print.

Great Document Repository Platform

Comentarios: Overall I have been satisfied with OnBase. We have a lot of moving parts with some of our processes that use it, and if something stops working, it is normally something else and not OnBase. It has been very reliable.

Puntos a favor:

We use this software in conjunction with our ERP system. We have had a lot of success with feeding files into this for our business units to use for centralized access.

Puntos en contra:

There are not really any cons with this software. It does what it is supposed to do. There are a few features that could be enhanced.

OnBase on the way to being a better content manager

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

Puntos a favor:

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.

Puntos en contra:

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.

All encompassing clinical file management

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

DECENT FOR HOUSING

Puntos a favor:

Pulling data in spreadsheets is essential in my business; use the dashboard a lot for time entry.

Puntos en contra:

A lot of time out errors, system creeps at times... Errors are not known.

Using OnBase for Document Management

Comentarios: Excellent Document Management. Learned how to utilize Electronic Document Management.

Puntos a favor:

It has a lot of useful functionalities. I like the most "Document Upload" because it allows you to upload any document and store it in OnBase, then you can search it and view it.

Puntos en contra:

Workflow Configuration is challenging if Workflow is complicated. Requires a lot of time to research, test or hold extended training.

OnBase Dec 2022 Review

Comentarios: Good-Neutral

Puntos a favor:

Easy to use. When starting my current position actually transitioning to new system, but have to refer back to OnBase periodically.

Puntos en contra:

When looking for provider never able to find by name, has to be by NPI. Would like if there were more break downs for references and work history, instead of it being combined into one.

Versatile system, but still has a few limitations

Comentarios: Centralized document retention and management cloud based system

Puntos a favor:

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

Puntos en contra:

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

Great file maintenance software for HR records. Click-heavy, but easy to organize.

Puntos a favor:

OnBase is easy to organize records by team member and subcategory. It's easy to find what you need and user friendly.

Puntos en contra:

The software is a bit click heavy, and could be a bit more intuitive. Not a major issue as it's still very simple.

Great content management

Puntos a favor:

I like how all our documents can be scanned and saved on the system which gives me access to pretty much any document at any time. It's easy to search for documents as well using the different filters.

Puntos en contra:

Nothing. It works great and is desktop based so it's very reliable. I suppose if you have a lot of documents saved in the system it can take a bit longer to filter at times.

Hyland Onbase

Comentarios: Converted the paper application process into a electronic digital medium.

Puntos a favor:

The ability to configure indexed fields to perform auto sweeps of documents. This allows for various ways to segment the swept documents in different folders as well.

Puntos en contra:

There are a lot of features to use. There is a lot to learn with auto-indexing, search categories, etc.

Does a lot but takes some getting used to

Comentarios: It allowed us to save and keep documents in a central location.

Puntos a favor:

The software does what it does well. Documents can be viewed and it allows complex hierarchies. It just work, doesn't seem to have bugs or problems.

Puntos en contra:

It's a bit difficult to use, takes a bit of a learning curve. And this is nitpicky, but it's not really a beautiful piece of software. It looks kind of outdated.