Dashpivot - By Sitemate vs. Square 9 Softworks

-Great replacement to filling manual forms. Helps digitise the entire process and save loads of time - Can be easily customised to your needs - Very simple and effective user interface - Great team behind Dashpivot. Always available to solve your needs. - Can easily analyse information in the filled forms. Though the analytics can be further improved

I don't recall a period of time when we couldn't access our data in the Square 9 cloud. The software works really well. I can't remember the last time I had to submit a support ticket. While we were working on the project, the technicians were great at utilizing software like ScreenConnect and Calendly to complete tasks.

Incentivized

• Soooooooo easy to set up and use! So user friendly a monkey could do it.
• Customer support is phenomenal. Phone, email, online chat. Easy to follow instructional videos. No call centre in Thailand.
• I love that you can use pre-filled data. Type up lists once and NEVER have to hand type them again! Just click!
• Tagging! Being able to categorise photos to particular categories for enhanced search functions. Brilliant!
• Fully flexible customisation. All the templates we have created we have had full creative capabilities with. I haven't found anything yet that I wanted to do that couldn't be done. I was even able to add three pages of terms and conditions to a purchase order template.

• It's easy to design a form - many featured features allow you to create what you need.
• The workflows allow you to set conditions to take it in different directions based on the request - such as skipping approval levels.
• You do not have to be a programmer to design a form and workflow (although similar skills are needed).
• It's not hard to check on the status of a user request (form submission).

Incentivized

• To send the induction template to every sub contractor to fill out and send back to us before entering site. Once we have the basic information we then can do the induction and sign off after completing the induction. Each induction could generate a number and it could form a list of names to a number on a register.
• Site safety audit. If we could carry over a problem to create a list that has to get signed off ones done. That would be very handy.
• Every one of our files generated is to be able to be re detected back on our own business server.

• The functionality is great but it can be a bit overwhelming. There's so much you can do that it's hard to remember how to do it - even if they've reviewed it with you and left themselves available for follow up. I don't want to necessarily have to take a class to learn how to use the product in full.

Incentivized

I could NEVER go back to life before Dashpivot.

We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.

Incentivized

It is so simple. I put off getting an online system for sooooo long because I dreaded the thought of getting a new system, having to set it all up and having to teach everyone how to use it. I also envisaged me being the port of call every time it stopped working or people didn't know what they were doing. I now wish I had done it a long time ago. The set up was so basic. I had 45 minutes of training over the phone in front of my PC and I was set to go! By the end of the day, I had already gone from "I'm just going to start off with Site Diaries and implement everything else gradually" to "this is bloody amazing, everything is now on Dashpivot and everyone is using it!" We converted our entire site and internal systems over to Dahpivot by Site Mate in the space of a day! True story.

Not sure if 10 is favorable or not, but this is supposed to be an unfavorable rating. I find that the solution lacks intuitiveness that should be inherent. I liken it to a large stack of papers and you have to be creative in finding what you want.

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.

At the beginning of my use of the phone application, it did not support the Arabic language I contacted customer service and my request was taken seriously, and within a short period of time, a phone application was updatet to support the Arabic language

Support is always extremely helpful and responsive. Whenever we have a question, it is simple contacting them and also setting-up an appointment, if necessary. Scheduling the appointment is easy and they are willing to talk on the phone, which is not always true with software companies. Their report support tools are also really east to use.

Incentivized

It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.

Implementation was super easy and dare I say fun! I thoroughly enjoyed the implementation process. We all got excited coming up with suggestions and ideas for what we could implement next.

I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.

Incentivized

Some onsite audit tools are hard to use, they do not transfer well to a mobile platform. Dashpivot is easy to read and use on any mobile device. Additionally other platforms make the document build cumbersome, DashPivot is simple and easy to develop or copy new tools.

A similar product I have used was Time Matters. For a Law Firm, I think Time Matters is more useful as it keeps track of everything for a client, including billing. However, since I now work for a legal department of a corporation, SmartSearch is definitley more useful. It is not possible to seperate the documents we have internally in neat client files. We have various miscellaneous documents for many different services and customers or vendors. SmartSearch allows us to organize in broad categories that make sense to internal employees using it and to make sure security is set on specific documents. Time Matters would not have been sufficient for our managers to have access to, since it uploads all documents to the file - some of which are confidential.

The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.

• Dashpivot helps keep track of the resources and finances being used in a project making it easy for us to make well-informed decisions.
• It usually would take a day to get the report to the Project Engineer, but with the Dashpivot the reports are almost instant with a good internet connection.

• Elimination of all filing activities, labor $$$ of at least $20,000 per year.
• Elimination of file cabinets, retention management, boxing and storage, purging and shredding... again, thousands of dollars of savings
• Estimate that we paid for the software in the 1st year and would never go backward to our old processes

Incentivized