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
Read full review XaitPorter is ideal when a large document, containing many (preferably independent) sections is being created by more than five writers across different office locations and is subject to review by multiple reviewers and requires formal approval. It is particularly suited for external documents which are to be delivered as a non-editable PDF file.
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 This tool gives us the opportunity to work together. We always work in the last revision. We can write comments as we go along and all involved will see it straight away. We can structure it the way we want/our the way customer wants it and print the whole book in one go. We are sure that pictures/text/tables are where they are supposed to be (they have not moved around the document as it does when using Microsoft Word). 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 It would be helpful to improve functions used to organize and reorganize sections. They work fine, but could be retooled for ease of use. Simple drag-drop over the tree-view from the primary navigator (not only in the dedicated dialog for reordering sections) would be very good. It would be good to support simple flagging or tagging of sections to indicate whatever is meaningful to the user (e.g., to flag a section as imported text that needs formatting, or a section that is high priority for review). The icons do change to indicate predefined workflow states (e.g. approved), but there isn't support for a user-defined tag, perhaps with the ability to filter by tag as many newer applications can do. That would be handy. These aren't criticisms so much as product enhancement suggestions. The editor is ok but could be tuned up a bit. For example, styles in the toolbar dropdown apply only to the whole paragraph. It's hard to indent text. The button tool doesn't consistently remove the button attribute on an existing button; works sometimes, sometimes not. Little stuff. Overall it's adequate for text creation. The process of defining templates and styles appears to be a black art. While it's something you don't do often, it should be simplified and better exposed to ordinary admins. The ability to have more than one section open at a time in the editor would be fantastic. Great productivity tool. Word import/export could be cleaner. The ability to export to html with user-defined style sheets would open new markets for Xait. If the product had that, we'd use Xait to maintain our online help site too. The ability to link to externally stored images rather than lock them inside the Xait library would be huge, as we've expressed to the support team. We manage hundreds of images (diagrams, screen shots etc.) that are used throughout the company, not just for Xait documents. We would like to store them on a file system (e.g. Dropbox) and have them update into Xait automatically when the master copy is modified. This is a very important capability, though in fairness we didn't find it in other products either. Explicit support for Dropbox/Google Drive/Box would be one way, but dynamic linking a la Microsoft Word would be fine, maybe even better. Read full review Likelihood to Renew There are too many positive aspects versus negative.
Read full review Usability We find it to be intuitive to use with a simple menu and right-click based functionality in place.
Read full review Reliability and Availability XaitPorter is always there even though we have issues with outages (suddenly the network does not work, but that is internal issue)
Read full review Performance Our reports/Tenders complete in a reasonable time frame, actually faster than Word. We have not integrated with other systems or softwares.
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.
Read full review They have a clear method for reporting any issues and work hard to get a resolution, keeping me informed of progress.
Read full review In-Person Training He was really good. He came from Xait and trained us for several days. He got all involved and answered the questions asked. He was a professional trainee
Read full review Online Training The online training was really good. They know the way of getting people involved and they answered all questions asked. They were there for us.
Read full review Implementation Rating I was really satisfied with the implementation
Read full review Alternatives Considered The standard product for many years has been Microsoft Word. Some have tried to use SharePoint as a collaborative tool, but it is not suited for the purpose and is generally very user un-friendly. It is not intuitive and we have very few persons with any competency in it. Porter is easy to pick up and the new interface is very intuitive, and the way that Porter works removes many of the typical layout and formatting choices that made Microsoft Word so difficult for the average employee. It also greatly simplifies and reduces the amount of corrective work that tender support staff used to have to do. We are not aware of any product in the market that comes close to Porter. It is an ideal product that was purpose built for collaborative writing.
Read full review Scalability I just love the 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 Too soon to tell. Right now we're still at the near end of the value chain - it still seems expensive given the outputs to date. But we have a lower proposal volume than some companies, so you need to factor that in. Also, the named user licensing is restrictive and problematic in a small company where people perform multiple roles and may dip in and out of the proposal development process over a period of weeks or months. A concurrent user model would be much, much better for us, though I understand you'd need to figure out a way to handle email notifications. Read full review ScreenShots