Cloud-Based Digital Platform for Managing Enterprise Content ECM-XD helps businesses simplify collaboration, create content, and transmit and assure compliance across all parts of the business processes. ECM XD's built-in regulatory controls enables holistic management of compliance.
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GlobalSearch
Score 9.0 out of 10
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GlobalSearch is a document management software offering from Square 9. It includes features such as anywhere access to your documents and full feature editing.
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
Not really. This is a smart product built by a bunch of former Xerox Docushare and Westbrook Fortis developers and sales directors who got tired of doing it wrong at their old employment.
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.
GlobalSearch is easy to use, but it does take a level of training to be able to create workflows, groups, and set up security. I created a template to stay consistent.
I know there are some ERP integrations that our Accounting department would like to have more of that aren't built in.
There may already be a cloud based version of this application, but for now, we have it installed on our server. That causes an extra step for remote users to access the software.
I don't have many complaints about this software, as it works well for our purposes.
We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.
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.
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.
I'd give them a 10, but sometimes the initial contact or call-back is a little slow. They are a rapidly growing company and new client base, so this is to be somewhat expected.
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.
I did not comparison shop. It was offered by a very trustworthy local business that we were currently doing business with. I was presented with the software, and bought it without hesitation. No regrets.
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.
We have much more efficient document processes. While putting the software in, we were forced to review how each document flowed through the organization and what the process should be. That helped not only from the perspective of have a tool to automate the monotonous steps, but helped us as an organization more strictly define our processes and standards.
We are far more prepared for a flood, fire, etc... now that are documents are electronic and backed up off site.
