Ellucian Portal vs. Progress ShareFile

It is great and collecting information and keeping it all in one place. But once you go outside of their scope it requires a lot of outside programming that quickly adds up. It's hard to find a good, reliable developer for this software so once you do find one you hang on to them. There is a very steep learning curve, but I would suspect that for any new CRM that you bring on

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When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

• Collecting information and putting it into a concise place
• Creating forms for use on our website to collect user information
• Differentiating between different user types and knowing where they are in the funnel

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• Secure File Storage and Sharing.
• Workflows to get customer/affiliate responses to comments on documents.
• I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
• I love the upload notifications and reports on user activity.
• The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
• Integrations with Microsoft 365 - FANTASTIC - thank you.

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• We don't necessarily think that what the sales team promised us has been delivered. There are some features we thought we'd have that require hours of outside programming
• The forms that we create for the website would be nice to have more control over the look and feel
• Creating nice looking emails in ellucian is very cumbersome. It's definitely a far cry from a drag and drop like mail chimp or delivra

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• The web console is not the most user friendly site to use to get to, and send my files.
• We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
• That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

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It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.

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ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.

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The software has never been down when I needed to use it.

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Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again

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Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.

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Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well

It is about right on par with the marketing stuff that Salesforce had. If you want to use it for email marketing it's only good for very simply designed email campaigns. But the scheduling of these campaigns is pretty painless and does a very good job. It has combined many other software packages that we were using into one place which is nice, but if you need to go outside the box of how they have things set up it will cost you a lot to do some custom development.

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ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.

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I am a one person office. I have no idea how this software would scale to a larger office.

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• It has turned out to be much more expensive to get what we want than we thought
• There is a lot of customizing for our institution so the dollar cost will not be seen anytime soon
• It has helped bring everything into one place, but that has taken many hours of training for a lot of our staff just to get up to speed.

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• All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
• Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
• ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.

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