Overview
Hyland OnBase provides a broad spectrum of repeatable and turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, Hyland OnBase offers purpose-built integrations and connectors to core industry LOB systems such as Salesforce, Guidewire, Workday and numerous others, seamlessly supporting your critical business content and processes. With proven industry solutions, Hyland OnBase provides the capability to quickly and intelligently automate your business processes without costly and lengthy custom development and integration processes, so your team can focus on higher value work faster.
Hyland OnBase is a low code platform, enabling IT and business departments to accelerate solution delivery across the enterprise. With best-of-breed features from multichannel capture to workflow automation and RPA, Hyland OnBase speeds up processes and reduces costs while securely supporting your organization's entire information lifecycle.
Learn more at Hyland.com/OnBase.
Highlights
- Purpose-built integrations and connectors with core industry LOBs
- Turn-key industry and departmental solutions
- Low-code platform, scalable for a variety of business use cases
Details
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
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Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/36 months |
|---|---|---|
Tier 1 | Up to 50 Standard Users | $333,750.00 |
Tier 2 | 100 Standard Users | $633,750.00 |
Tier 3 | 200 Standard Users | $1,188,750.00 |
Tier 4 | 500 Standard Users | $2,718,750.00 |
Tier 5 | 1000 Standard Users | $5,043,750.00 |
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For questions about our refund policy, please contact your Partner or Hyland account representative.
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Customer reviews
Automated insurance workflows have transformed invoice processing and now reduce manual effort
What is our primary use case?
As a business analyst, while working on a recent project, I used Hyland OnBase as an enterprise-like document management tool. It was used for storing, organizing, and retrieving invoices regarding our insurance project. I worked with the document management system specifically for managing invoices.
We used to receive pricing invoices from our customers, including customers in South Africa. We received those invoices and created a workflow automation. We navigated those invoices and fetched the required information by using OCR, which is already an integrated feature of Hyland OnBase . We extracted key information such as premiums, insurance policy names, premium coverage for the year, age, and particular PII information of the user. We sent them to our insurer. The person who was sitting in the back end performed verifications and then gave the underwriting result, and we provided the policy accepted or declined result. This entire workflow was automated by using Hyland OnBase.
Further, we managed documents including our training documents, business documentations, and business requirement documentations. We stored these in Hyland OnBase for our training and recording purpose for our next generation of colleagues to train them, whoever joined our new project.
What is most valuable?
Hyland OnBase offers features that are very much scalable. As the documentations, the size of the files, or number of files increase, it automatically scales itself. It is intuitive to use. It is easy for a newcomer to just get the KT and learn. There are technical support documentations, though there are fewer available from Hyland's side. Scalability is a major plus point. Customer support and technical service is also a good point for Hyland's side. It does not have any downtime. I have not faced it till now. All the services were up, fast, and reliable, and it is very secure. These are the features that stand out regarding Hyland OnBase.
During my project, as I already mentioned, Hyland OnBase can accommodate increasing document volumes and integrate additional users. During my project, the organization continued adding new documentation categories and increasing invoices that we saw. These were entirely integrated into Hyland OnBase without any further upgrade or storage upgrade, or affecting any system's performance. The architecture which Hyland OnBase works with has the capability of gradually increasing itself, rather than working on a fixed storage. That is how it was helpful to us.
I believe Hyland OnBase has impacted my organization positively by faster document retrieval that I mentioned earlier, intuitive setup, reduced manual processing, and comes with security. These insurance policies, underwriting, and invoices are very sensitive to the users as they contain PII information. From security aspects, it is very secure. It has increased the transparency of the processes and workflows. Every user who is involved in each of the steps is well aware. Even the manager gets an update. This is a very big plus point in seeing the transparency in this process. It has reduced the manual work and paperwork dependencies and also helped us to upskill more, make more business with less effort and person headcount. These are the helpful things.
What needs improvement?
More training videos, if they are more findable, would improve documentation and training documentations from Hyland's side, because there is a lack of documentation and training materials from Hyland's side in order to train new resources. Additionally, the use of AI should be introduced in the later features. If customer support is more quickly and easily reachable, it should be more useful. These are the three points.
The pricing structure could be more thought-out. If it were cheaper than it is now, I think it would be more useful and more companies could use it over other competitors.
If AI could be used more at an enterprise level, since we are purchasing at an enterprise level for the subscription of Hyland OnBase, I would say if those AI informations would stay within the enterprise and not go outside of our enterprise boundaries, it would be secure and maintain our privacy. This is the most important term in order to integrate AI into Hyland OnBase.
For how long have I used the solution?
I have used Hyland OnBase for a year and a half.
Which solution did I use previously and why did I switch?
Before using Hyland OnBase, the invoices used to come and we manually took out the key information details, which would take around a week's time, mainly four to five days. Now, with the onset of Hyland OnBase, this insurance workflow is done within one day. This much effort it has saved.
How was the initial setup?
VDI and cloud was very easy. I was responsible for gathering documentations, making the BRDs and the UAT scenarios. The setup was easy and the document management system was very easy and handy. We can automatically get the required documentations without hovering or just searching around. It always has a clean interface where we can find whatever we need in a few seconds.
What other advice do I have?
The two points I take off are for those improvement things which Hyland needs to work on that I talked about. If we generally speak about Hyland OnBase, it is a powerful enterprise management platform that is scalable, flexible, and secure in storing, retrieving, and making workflow automations. I am satisfied, but I would say it can look after the pricing, integrate more AI features, and improve training materials and documentations from their side.
I have not used AI as much because when I left the project, we were not using AI in Hyland OnBase. However, I have heard that they have integrated AI in recent releases. I am not sure about the accuracies of the AI integrated in Hyland OnBase.
My recommendation would be to have a focused business plan or use case. You can do a competitor analysis with Hyland OnBase and other products in the market. Hyland is a standout in every aspect because if you go ahead for your business use case, defining clear document classifications, then the metadata standards, then your workflow requirements before implementation, it would be better. Investing in document management for training materials is important because the platform has a learning curve, and people adoption significantly influences project success. Investing in user training is equally important, and also focusing from my role as a business analyst, involving business stakeholders early during project kickoff for requirement gathering and validation workflows through demos helps in ensuring we build a final solution that aligns with their business and operational needs. These are the things which users can consider before using Hyland OnBase. I gave this review a rating of 8.
Centralized document control has improved security and accelerated approval workflows
What is our primary use case?
What is most valuable?
What needs improvement?
For how long have I used the solution?
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
How are customer service and support?
Which solution did I use previously and why did I switch?
How was the initial setup?
What about the implementation team?
What was our ROI?
What's my experience with pricing, setup cost, and licensing?
Which other solutions did I evaluate?
What other advice do I have?
Digital workflows have transformed document access and have reduced paper usage and processing time
What is our primary use case?
My main use case for Hyland OnBase is implementing it as both a simple and complex document management system across many different market segments for the sole purpose of making scanned and virtual documents easily searchable and accessible. The workflow capabilities of the product, as well as the Unity web interface and the ability to seamlessly tie into most third-party applications to allow easy associated information lookups within Hyland OnBase , led to a very dynamic and game-changing product compared to how my organization was previously managing their information.
A specific example of how I have used Hyland OnBase for document management or workflow in my organization is the amazing integration with third-party applications. Being able to get documents and information through email, folder importing, mainframe screens, other applications, and XML/CSV streams was simple, powerful, and effective.
Regarding my main use case, it is very simple, effective, and it just works when it comes to content management systems. We rely on static folder structures for storing information or Excel access tables, which can easily become a mess. With Hyland OnBase, every document is unique, and access can be restricted and audited depending on user permission. It allows for a company to take control of their information and be more productive.
What is most valuable?
The best features Hyland OnBase offers include a powerful admin interface. The Unity application is a work in progress, and Hyland OnBase also has document storage, basic workflow activities, and Hyland OnBase security is top-notch.
Great support channels for resolving application issues is something I would add about the features, along with support for a wide variety of files that can be stored within the product. It is also easy to query the database to pull reports on usage.
Hyland OnBase has positively impacted my organization because we use the system internally to our departments, but it also helps the system by filling out web forms that help us gather information from our employees quickly and more effectively than through email or paper methods. It is also very beneficial because we are able to reduce our paper costs by collecting documents electronically and keeping them electronically through the life cycle of that document. We have increased visibility into where our bottlenecks are for processing documents. It has become easier to identify inefficient processes and pinpoint how to leverage the product to reduce the time and effort needed to process that document.
We can easily retrieve documents that need to be stored long-term, enabling us to reduce our paper by collecting documents electronically and keeping them electronically throughout the life cycle of that document. This has reduced the cost by fifty percent. We have increased visibility into where our bottlenecks are coming from, especially which processes are processing documents.
What needs improvement?
Hyland OnBase can be improved because Report Services is an additional license and should be included with the base product. The reason I take off that one point is that sometimes Report Services is an additional license, and that means extra cost.
For how long have I used the solution?
I have been working in my current field for six years and two months.
What do I think about the stability of the solution?
Hyland OnBase is very stable and I have not experienced any downtime.
What do I think about the scalability of the solution?
Hyland OnBase is very scalable because it can handle my organization's growth effectively.
How are customer service and support?
The customer support for Hyland OnBase is fast and very responsive.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I previously used a different solution which was Microsoft Azure and Document Vantage on Demand.
What was our ROI?
I have seen a great return on investment with Hyland OnBase. We have been able to reduce staff by not needing temps and have achieved a great reduction of space due to not using file cabinets. It is nice to have instant images without getting up and looking for things.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing is that the price is relatively affordable, but as I mentioned, Report Services is an additional license. That means when I want to use Report Services, I prefer to pay more additional cost for using Report Services.
Which other solutions did I evaluate?
Before choosing Hyland OnBase, I evaluated other options such as Salesforce .com.
What other advice do I have?
My advice for others looking into using Hyland OnBase is that it is more efficient, fast, and easy, making it a great business process management and workflow tool to manage the API. My organizational business areas are able to automate what was once manual tasks by leveraging the ability to define workflows that are congruent to internal business processes. Hence I am able to save a lot of time and cost. I would rate Hyland OnBase a nine out of ten.
Which deployment model are you using for this solution?
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Automated workflows have transformed document handling and support daily approvals and billing
What is our primary use case?
For an example of how my team or department uses Hyland OnBase in our daily work, accounts payable uses it for processing and finalizing payments, and Hyland OnBase is also used for its mass import capabilities such as DIP, COLD, Mailbox Importer, and EDI , especially by outbilling areas to quickly bring in needed documents for the workflows.
Another major use of Hyland OnBase by our organization is that it has found more and more use in new departments to ease workflow, cut down on time, and reduce paper use.
What is most valuable?
Out of those features, the workflow engine has made the biggest difference for me because it is excellent for automating approval processes, and we use Hyland OnBase for legal requests, hardware requests, travel requests, corporate credit card requests, and file transfer requests.
WorkView is an incredible module for gathering and displaying summary information, and we utilize it highly in our subsidiary to manage our legal contracts, their financial billing process, and their travel. We also use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems that are not yet API enabled.
The impact of Hyland OnBase on our organization is that automating manual processes has had an incredible effect on our return on investment, and the man-hours saved by automating processes pays for the system, ranging from one to five hours.
I measured the man-hours saved through the tracking of workflows and automation processes.
Additionally, Hyland OnBase has allowed us to move away from moving paper around various departments, providing workflow management to keep approval inside the system and out of the email boxes, eliminating the need for paper storage, and saving storage costs with other vendors.
What needs improvement?
More timely updates to solution software support documentation also should be improved.
For how long have I used the solution?
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
How are customer service and support?
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
What was our ROI?
What's my experience with pricing, setup cost, and licensing?
Which other solutions did I evaluate?
What other advice do I have?
Hyland OnBase is a great product with a lot of features and flexibility for customization to implement various business needs, making external integration with various business systems easy. Overall, it is a robust solution that can support the demanding usage needs for multiple departments and is very stable, secure, and has been a reliable and easy, scalable solution for our organization.
I found this interview to be well done but suggest trying to be a little faster. I gave this review a rating of 9 out of 10.