Likelihood to Recommend
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
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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.
Read full review Pros 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. Read full review Sends email notifications to appropriate individuals when expiration or renewal notice dates are approaching. Offers an easy and fast way to search for specific documents. It allows managers to simply drop documents into the inboxes for Legal to permanently archive. Allows documents to be easily emailed. No more sorting through various files on the desktop to try to find the correct document. Is set up in an organized manner that is appropriate for the documents that are contained in the archives. Read full review Cons 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. Read full review 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. Read full review Likelihood to Renew
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.
Read full review Usability
Need to fix the preview utility.
President/ Senior Technical Recruiter (Engineering, Architecture, Manufacturing, Design, CAD)
Read full review Reliability and Availability
Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
Read full review Performance
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.
Read full review Support Rating
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.
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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.
Read full review In-Person Training
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.
Read full review Implementation Rating
Just let it happen. It's very quick and smooth.
Read full review Alternatives Considered
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.
Read full review Scalability
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.
Read full review Return on Investment 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. Read full review 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. Read full review ScreenShots