Hyland OnBase
Hyland OnBase is a unified enterprise information platform that combines document management, case management, and business process automation to help you centralize your critical content and streamline your daily workflows.
Tallyfy
Tallyfy is a cloud-based process management and workflow automation software that helps you document, track, and automate repeatable business processes without using complex flowcharts or messy spreadsheets.
Quick Comparison
| Feature | Hyland OnBase | Tallyfy |
|---|---|---|
| Website | hyland.com | tallyfy.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $25/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1991 | 2014 |
| Headquarters | Westlake, USA | St. Louis, USA |
Overview
Hyland OnBase
Hyland OnBase helps you manage your entire world of information by centralizing your documents, data, and processes in one secure location. You can eliminate manual data entry and paper-based bottlenecks by capturing information at its source and routing it automatically to the right people. It acts as a single point of truth for your organization, ensuring that you always have the most current version of a file exactly when you need it.
The platform is designed for mid-market and enterprise organizations across highly regulated sectors like healthcare, government, and financial services. You can use it to automate complex case management tasks, ensure regulatory compliance with automated retention policies, and integrate your content directly with your existing ERP or CRM systems. It scales with your growth, allowing you to start with a single department and expand across your entire enterprise as your needs evolve.
Tallyfy
Tallyfy helps you transform your static SOPs and messy spreadsheets into living, breathing workflows. Instead of drawing complex flowcharts that nobody follows, you can create simple, checklist-based processes that your team can actually execute. You can hide or show tasks based on powerful rules, ensuring that everyone only sees what they need to do at the right time.
The platform eliminates the chaos of chasing people for status updates by providing real-time visibility into every active process. You can easily onboard new employees, manage client requests, and ensure compliance across your entire organization. It is designed for teams that need to scale their operations without adding administrative overhead, making it a favorite for operations managers and department heads in professional services and finance.
Overview
Hyland OnBase Features
- Intelligent Capture Capture documents and data automatically from scanners, emails, or mobile devices to eliminate manual data entry errors.
- Workflow Automation Route documents through your custom business processes automatically to speed up approvals and reduce operational delays.
- Dynamic Case Management Manage complex processes that require human judgment by viewing all related data, tasks, and conversations in one place.
- Native Integrations Access your documents directly within the applications you use every day, like Microsoft Office, SAP, or Salesforce.
- Records Management Automate your document retention and destruction schedules to stay compliant with industry regulations and legal requirements.
- Mobile Access Review documents and approve workflows from your smartphone or tablet while you are away from your desk.
Tallyfy Features
- Dynamic Logic. Show or hide specific tasks based on previous answers so your team only sees steps relevant to their current situation.
- Structured Data Capture. Collect specific information through form fields within tasks to ensure you have all the data needed for the next step.
- Real-time Tracking. Monitor the progress of every active workflow from a single dashboard and identify bottlenecks before they cause delays.
- Automated Handoffs. Notify the next person in line automatically as soon as a task is completed to keep your projects moving forward.
- Guest Access. Invite clients or external partners to complete specific tasks in your workflow without requiring them to create an account.
- Template Versioning. Update your process templates and instantly apply those changes to all active runs to keep your team on the latest version.
Pricing Comparison
Hyland OnBase Pricing
Tallyfy Pricing
- Unlimited view-only guests
- Unlimited process documentation
- Basic folder organization
- Standard support
- Document export options
- Everything in Docs, plus:
- Unlimited active process runs
- Conditional branching logic
- App integrations via Zapier
- Reporting and analytics
- Custom branding options
Pros & Cons
Hyland OnBase
Pros
- Highly customizable to fit unique industry business processes
- Deep integration capabilities with existing enterprise software systems
- Strong security features and granular user access controls
- Reliable performance even when managing millions of documents
Cons
- Significant time investment required for initial system setup
- Administrator training is necessary due to platform complexity
- Upgrading to newer versions can be a resource-intensive process
Tallyfy
Pros
- Eliminates the need for complex flowcharting
- Intuitive interface makes team adoption very fast
- Powerful conditional logic handles complex scenarios
- Guest features simplify client data collection
Cons
- Mobile app experience is less polished
- Initial setup of complex logic takes time
- Higher price point than basic task managers