Applied Epic vs. OnBase

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.

Incentivized

OnBase is a content services solution for organizations that need high visibility to documents or information across multiple teams or departments. It supports users' access control, workflow functionality with transaction history, electronic document retention, and destruction documentation. Hyland can support the organization for implementations or solutions, or the organization can utilize the education services and build out the solution themselves.

Incentivized

• Very thorough collection of information allows for accounts to be qualified properly
• Notification of upcoming tasks keeps everyone on track with renewals of policies
• Attachment capabilities allow for items to be filtered per policy type to allow for faster searching

Incentivized

• Houses documents for easy retrival.
• Allows for simple document scanning and storage.
• Has the ability to allow paperless document import so document do not have to scanned.
• Makes the review and document sharing process easy.
• Has security features that allow you to keep only the staff you want to view documents able to access them.

Incentivized

• Can only run reports to search fields in the Auto & Home app
• Contacts cannot be copied into other companies
• Cannot make adjustments to disbursements once started

Incentivized

• The Administrator interface, while powerful, is antiquated and has so many options to chose from it can be overwhelming at times trying to find what you need in order to accomplish a task.
• The Unity application is a work in progress and is missing out of some features that are much better in the thick client, such as scanning documents in at high volume. This has improved over time, though.
• Hyland Onbase is a content management platform and, while it does handle ingestion and scanning processes, does require a 3rd party application to really complete the whole package. Hyland's Perceptive platform or Kofax Capture complement it greatly.

Incentivized

OnBase has become a core part of our enterprise solutions toolkit due to its ever-growing integration capabilities. Any business process that produces or tracks documents or object entities can be modeled and managed within OnBase and used to supplement almost any line-of-business system that we use.

Incentivized

It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app

Incentivized

You get out of something what you put into it. You reap what you sow! If an organization will spend time setting the solution up, dedicating staff to its development and ongoing support, and always keep the end-user in mind during development, you will have one of the most well-received solutions in your organization. So many organizations that I speak with stand up a solution but don't commit someone to its upkeep and development. It is vital that you have the staff to work within the solution on a daily basis.

Incentivized

I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.

Incentivized

I have had exceptional support from Hyland; however, I am a direct customer from Hyland and receive support directly from Hyland support technicians. I have heard complaints from other customers who have partner relationships as then the support is 100% driven through the partner and you are dependent on the skills and abilities of your partner corporate support team.

The trainer was very knowledgeable and was a Hyland employee. The training was at their corporate headquarters, so it allowed our team to become familiar with organization and culture.

Incentivized

With the Premium subscription, there is a tone of training with audio and practice options.

Incentivized

Using Hyland professional services to assist with the implementation made things much easier. They have the knowledge and experience to get the system live as users are expecting

Incentivized

We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us.

Incentivized

IntelliChief (Quadrant product) was used as the first AP invoice workflow and content repository in 2006. Very hard to compare since I haven't used a current version. RVI - Real Vision Inc. was used for Credit/Collections documents and workflow. No way to compare Haven't had to look for a replacement for any reason since purchasing OnBase.

• Has taken some human power time to get up to speed.
• Yet, our bottomline has been positively impacted.
• I've actually gotten compliments from clients and patients about how organized everything is!

Incentivized

• OnBase provides a very reliable ECM platform for the company.
• OnBase helped to remove the dependency on paper files and file folders. This saved real estate cost as well as facilitated the ability to work from anywhere.
• OnBase made same day processing of all incoming and outgoing documents a reality.

Incentivized