Aurea Process vs. DocLink vs. NewgenONE Digital Transformation Platform

The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...

Incentivized

It's a great tool that works well to automate processes and, once set up, reduce admin time on things like tracking the approval process. However, it can be challenging to initially set up because it requires an understanding of the process in the first place. We have a team of business analysts who work for us so one of them was assigned to understand our own internal processes and then set up the relevant workflows. I think without this we might have struggled. We also each use the expense receipt feature which is great. You can in a receipt and using OCR the expense forms are automatically populated. You do need to manually check it but this saves a lot of time in filling in forms. As we now have a workflow in place it is straightforward to submit your monthly expense report for approval straight afterward. The document tracking feature is good too - who has seen, worked on, or needs to see the document. It means we were able to stop using Slack.

Incentivized

The Newgen OmniDocs is the best option when it comes to storing, sharing, disseminate documents. It is also widely used by the Technical team in my previous employers for storing their technical codes & queries and they have always cast their trust vote to Newgen OmniDocs. I have always recommended Newgen OmniDocs to my auditing, finance, technology and banking sector clients for whom data confidentiality matters more than any other industry. It is less appropriate in the businesses that do not require storing the documents as they destroy the documents once sent to the client to ensure they do not save client information or project. Furthermore, it is less appropriate in almost 50% of India as well as many other parts in MENA region where there is no presence of high-speed internet as it takes high bandwidth of internet to operate.

• Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
• User-friendly UI
• Relatively painless implementation

Incentivized

• Maintains all scanned and processed documents since we converted from paper files. 13 years and counting for our company.
• Able to create custom folders or "workflows" with specific permissions.
• Able to quickly search using a wide variety of search parameters.
• Allows the user to make notations, highlights, and digital stamps for future reference.
• Allows the user to scan or drag and drop documents into the program and will convert to the acceptable format (ie: PDF will convert to TIF).

Incentivized

• Swift access to documents and repositories
• Makes it much easier to share docs. and collaborate with multiple teams at a time
• Reduce operational cost as well as time to market
• Much easier to store, and retrieve file
• Easy to access it anytime on the mobile
• Supports the documents of all formats
• Easy to learn. No training required

• Standard edition is significantly lighter touch than the (pricier) Enterprise version
• There are similar solutions on the market that are competitively prices and offer positive user experience
• Data migration can be tricky at times

Incentivized

• Search engine can be enhanced to provide better results.
• The workflow module can be made simpler.
• Sometimes a little slow to load all the information.

Incentivized

• Doesn't operate well in India as the nation has lowest internet speed and it requires higher speed to operate
• Very long queues and slow response when calling technical helpdesk
• Takes time to upload documents

DocLink is VERY user-friendly! The daily functions are easily taught to non-financial individuals. It's easy to understand and easy to manipulate with a simple, functional layout. The Administrative module is not too complicated, but it would be more effective if there was a more thorough "help" section or an online forum for users. All of my knowledge is self-taught, trial and error, but it would be helpful for a new user to have an online resource to address questions or issues.

Incentivized

DocLink is quite reliable and effective. Scanned documents are easy to read with very slight loss of integrity. Pages load quickly with occasional lag loading very large files. We use DocLink with MS Dynamics SL, and the two systems perform well together without much interruption or ambiguity in the process. One issue we have is in relation to the number of licenses and issues we have when a session will not close upon exit, thus suspending an available license rendering it unusable. Although very infrequent, IT has had to manually "end" a session to clear the license.

Incentivized

Document sender u can only send one at a time, doclink sends mass emails all at once and can archive all your documents, making it a complete solution.

Incentivized

Newgen OmniDocs is the only one I have used

• As our customers vary in size and maturity, the ROI ranges accordingly.
• For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
• For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.

Incentivized

• Now set up it has significantly reduced admin time for everyone. I would say on average 1-2 hours per month per staff member spent on expense forms and submissions.
• Cancelled paid version of slack as no longer needed.

Incentivized

• Faster search with easy to access files which helps me in sending the document quickly to the clients and retrieving it in no time whenever they ask for it. Sending the documents quickly always ensures higher client satisfaction which has great impact on ROI
• Facilitates easy collaboration with client teams and ensures the research project is done exactly as per the client's requirements & needs. This also always makes clients happy and attract repeat projects and more revenues
• Makes it easier for the tech. team to store / save technical queries & codes. Thus, whenever I approach them to make changes in my reports/ articles while uploading it on the website, tech. team does that at much faster pace. This leads in increased efficiency of Content writers as well as the tech. team