ECM XD vs. FileInvite

ECM -XD is great when you are linking documents of different types and from different sources into a single centralized location. There is no limit to the amount of information that can be retained for a specific complaint, investigation, etc. so situations where documents obtained at different times and from different personnel need to be linked to a single file are ideal. ECM -XD is less ideal for situations in which individual file information is simple with low density, or requiring a high level of customization. The user interface is likely more intuitive for novice users through other software options

Incentivized

Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team

Incentivized

• Great cloud integration of information. Saves a lot of space on network drives and eliminates need for local storage of critical documents.
• Very good comprehensive repository of information. Documents of different format and file extensions are allowed for upload and easy to access.
• Regulatory and auditory compliance. This platform facilitates documentation of customer feedback, and thus ensures GMP, ISO, and FDA compliance.

Incentivized

• Templates are fantastic and take very little time to create a file invite.
• Ease and simplicity of communication.
• Ability to send reminders to ensure needs tasks are completed.

Incentivized

• Customization could be made easier. Often times we instead have blank unused information fields for individual complaint files.
• Record display layout could be optimized. While very comprehensive, it could be difficult to find specific information.
• Mobile compatibility. I haven't seen any support for mobile compatibility. ECM -XD is typically only accessed on laptop and desktop machines in our organization.

Incentivized

• It takes forever to delete unwanted document in my experience.
• The signature never appears on the right spot and the box can't be resized.
• Our problem has always been to collect dozens of documents to submit an application.

Incentivized

Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.

Incentivized

It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.

Incentivized

Customer support for ECM -XD has been very responsive and quick to resolve issues and answer inquiries. Help contact links aren't very visible within the platform, and mobile or tablet support doesn't look to be documented. Overall, support is great from a functional perspective but could be easier to find and use with improvements in layout and interface design.

Incentivized

FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.

Incentivized

• Large annual cost savings ($500K+) in hardware and storage space of complaint-related documentation by moving to cloud platform.
• Significant time savings in information retrieval and audit preparation by centralizing information for multiple users to single repository.
• Easier GMP, ISO, and FDA regulation compliance through comprehensive linkage of documentation and customer feedback timeline.

Incentivized

• Positive feedback from clients and employees who have used this vs Docusign.
• Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.

Incentivized