OnBase

4.3 (79)
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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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Features

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Integrations

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Ease of Use

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Value for Money

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Customer Service

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Reviews

Overall rating

4.3 /5
(79)
Value for Money
4.0/5
Features
4.2/5
Ease of Use
4.0/5
Customer Support
4.1/5

Already have OnBase?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 79
Verified Reviewer
Overall rating
  • Industry: Higher Education
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

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

Reviewed on 2018/07/19

OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and...

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.

Pros

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.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

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

Reviewed on 2017/12/22

It doesn't seem obvious, but implementing this software helped us standardize our business...

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.

Pros

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

Cons

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.

Christopher
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 0.0 /10

Don't Try Anything Mobile or Remote

Reviewed on 2020/02/21

Terrible.

Terrible.

Pros

The ability to generate and query digitized documents was powerful.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great for Case Management

Reviewed on 2019/08/26

I would definitely think that OnBase would be a useful tool for any healthcare facility that needs...

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.

Pros

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.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Storing files and documents

Reviewed on 2021/02/23

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

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

Pros

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

Cons

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

Showing 5 reviews of 79 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, 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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