AODocs vs. Fiserv Director

AODocs provides a world-class corporate content management solution for enterprises of all sizes. This company has top-notch product development, support, and professional services team, and they're building a community of like-minded customers who can benefit from one other's knowledge and experiences. A remarkable set of extensions, migration tools, and links to other relevant services make up the ecosystem of functionality.

Incentivized

Great for financial institutions. Integrates well with the Fiserv Premier suite. Easily imports bank reports that are generated from the Fiserv Core banking system. Would like to see more dynamic of purging documents automatically. Would like to see more functionality that is native to the Fiserv Premier application rather than having to purchase additional modules to expand its functionality.

Incentivized

• With this technology, you don't have to rely on experts all the time to design functional processes, which is a big plus for me.
• There is a superb support team and expert services, and they'll get you up and running in no time.
• Our document management system has been enhanced, and it now updates and maintains itself more quickly.

Incentivized

• Records retention
• Electronic document workflow
• Easily importing of electronic documents

Incentivized

• There is some difficulty in understanding the training material. Make it easier to understand how to use key features in real-world work situations by providing more thorough examples or videos.
• Custom scripts would benefit from greater online training and certification options.
• The user interface is a nightmare to work with. It could take anywhere from five to ten clicks to move a file to a new subfolder.

Incentivized

• More refined configuration of when to purge documents (ex. would like to see the ability to more dynamically purge documents such as the ability to purge documents x number of years after a loan has been paid in full).
• Include functionality that is native to the application without having to pay for additional modules (ex. ability to configure automatic importing of PDFs without using an index file requires a separate PDF Data Input Filter module).
• Would like to see the ability to automatically populate the Institution number in Director Unity Client.
• Would like to have seen Fiserv move off Internet Explorer faster than it has. Workflows will only appear as an option in Web Director if used in Internet Explorer.

Incentivized

Using AODocs, we can solve difficult business procedures immediately. Regular updates bring new capabilities to the platform. This workflow engine is superior to all others I've used in SharePoint and Nintex over the years. Until now, I (we) have not encountered a business problem that we couldn't solve. AODocs is a top-notch service.

Incentivized

We selected Director because it easily integrates with Fiserv Premier core banking system. We have been using Fiserv Director for over 12 years. We haven't evaluated alternatives since moving to Fiserv Director. We did use Metaviewer prior to Fiserv Director which didn't have nearly as much functionality as Director.

Incentivized

• There are two methods used to regulate access: workflow and state-based.
• Improved content discovery abilities.
• An understanding of the content and usage of our organization's resources.

Incentivized

• Increased efficiency for records retention adherence.
• Allows staff to easily and quickly retrieve electronic documents.
• Effectively electronically route documents that require tracking, approval, and storage using workflows.

Incentivized