onbase vs Optimy
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Sir Richard BransonMost popular feedback for onbase
My overall experience with OnBase has been excellent. I don't know what I would do without it as far as keeping me organized. I recommend this software to anyone that has countless PDFs they need to keep a record of and have the option of retrieving at any given moment.
Stephen B.
About onbase
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content.
Most popular feedback for Optimy
Overall: The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.
Lindsay C.
About Optimy
Optimy helps users receive applications, sort them, and then manage the projects and report on those. From a single dashboard, users can follow all the projects and their processes. Recurring tasks will be automated, saving the user a lot of time. Gather and centralize all contacts in one place.
onbase reviews
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.
- Denny S. Associate University Registrar
The interface is useful and expansive. The multiple panes allow the user to see everything that needs to be seen. The exporting options are effective and the PDF viewing option is really great as it allows for quick and easy printing download, etc. (At least while using Chrome as the browser - I haven't used it on any other browser.) The categorization for types of documents is also very helpful. It is easy to toggle between different documents within the same profile and this makes it easy for profiles that have a great number of documents.
- Trevor A. Accommodation Specialist
I like that I can view documents that have been uploaded in real time.
- Danyelle H. Program Services Evaluator 2
Optimy reviews
Through Optimy we handle our complete commitment. The hopes that we as a company had for the software have so far been fully fulfilled. It turned out that we can use the tool to integrate further processes that we did not have in mind in advance. With this integration, further processes are streamlined, interfaces and sources of error are reduced.
- Roy H.
My experience has been very positive and filled with great customer service and support at every stage.
- Chelsey W.
Overall: We are ruling all partnership events (commercial and non commercial) through this tool. Pros: You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file Cons: Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive.
- Allain H.
Pros & cons
onbase
| Pros |
|---|
| I use this as part of a carrier page to search for and retrieve documents, so far this have been great software |
| 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 |
| We use this for much of our document storage needs |
| In our industry, document storage is very important and as such it is good to have a reliable , industry standard product |
| Helps with my daily duties and that's it |
| Anything more would be for the backend user." |
| Cons |
|---|
| Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail |
| Thus file syncing may be affected due to the lag in progressive updates |
| When I am importing documents, I am not able to drag and drop multiple files at a time |
| If I have 10 files to import, then I have to do 10 separate imports for each |
| 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 |
| Numerous issues with sustaining sessions and maintaining connectivity |
| Furthermore, the error messaging is atrocious." |
Optimy
| Pros |
|---|
| Easy to use |
| Being able to make personal edits to the software is a huge improvement in our efficiency |
| Customer service available and very professional. |
| Cons |
|---|
| There are some automated features that were available in our previous solution which are not available in the Optimy tool |
| Server response too slow |
| Some changes are set up without correct information of the client. |
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