Esker offers their eponymous document automation platform, for paperless ordering and billing, and accounts payable / accounts receivable (AP / AR). It can be delivered as a cloud offering (as Esker on Demand), or on-premise (as Esker DeliveryWare).
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iManage Work
Score 8.0 out of 10
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iManage Work is a document management solution formerly known as HP Worksite. iManage was divested from Hewlett-Packard in 2015 and is now an independent company, headquartered in Chicago.
Esker On Demand is great for Sales Order Processing order creation. We use it with web services. It can make table read calls, test order creations (simulate order), and help with order creation. They are also working on change order management, but if you have multiple order entry methods or touch points, this feature may not be usable for your company.
iManage is well suited to managing the large volume of documents and emails that are created on a daily basis. Lawyers can get dozens if not hundreds of e-mails a day, and we need something to do with them. Deleting them is often not practical, because you may require the information a year from now. Leaving them in Outlook is also impractical, because a large Inbox will slow Outlook down. Outlook has an archiving feature, but this doesn't really help for collaboration (and your colleagues are likely out of luck if you end up unavailable due to emergency). iManage is less well suited to small organizations (ex: sole practitioners and small firms) because it is does require a significant investment in implementing and maintaining the software. iManage Work is well suited for large law firms, because it is great for collaboration, including between different offices.
We can't enter credit memos in Esker. Need to enter in SAP and then link.
PO invoices that were trained to go into the PO bucket, route into the non-PO buckets.
Freight invoices that have had hundreds going into the non-PO bucket have a tendency to route to the PO-bucket because a PO number is referenced on page 7.
The iManage Communication Server, which interacts with iManage and Outlook, filing emails to the workspaces has always been bug riddled. Our current version is the most stable we've seen yet, but we still have issues every few months. We often find suddenly linked Outlook folders (which allow users to save emails in Outlook folders that in turn link to the DMS to automatically save a copy of that email in the iManage folder the user linked) aren't filing the copies in iManage anymore, in other words, the linking is broken. IT has to restart the Communication server, then the user has to recreate their Outlook folder and move the unlinked documents to the folder to kick off the filing process again. The worst part is that unless the user notices the filing isn't working, there's no monitoring IT can do to determine the linking is broken.
Due to the nature of how iManage captures the File-Open/Save function of applications, there are times that it leaves documents checked-out on user machines. When a user opens a document, it locks the server copy, creates a local copy on the user machine for edits, and when the user closes the document iManage copies the local copy to the server overwriting the original (by default) to save the changes. Sometimes, the process of writing the changes back to server doesn't happen so the local machine copy (the latest changes) are only on the user machine and the user much check in the documents manually. This happens a couple of times a month for almost everyone at my company. It's usually not a big deal, until an employee is terminated. If IT forgets to check-in that user's documents before the user machine and account are wiped, then the edited documents is lost forever because it only exists on the user machine.
iManage works with Windows Server native encryption features to allow you encrypt documents. Microsoft's native encryption is crude and problematic at best, especially with roaming profiles. iManage needs to partner with other software encryption technologies to offer alternatives for encryption at rest and in transit.
Esker does everything that it promises to do, but it is very hard to figure out. I am a very tech-savvy person, but I needed extensive training to be able to use the basic functions of Esker. Once you know what you're doing, it's not too hard, but I don't understand why they couldn't make it easier to use.
They have been very helpful and the online support site is awesome. They keep the site up to date with the latest changes and present challenges to keep learning the new updates to keep things entertaining. They are overall a great crew to work with
I have listed a few that we considered but there were many more in the initial assessment, Esker was priced well and had the best user interface. Was really easy to use and the implementation process was well designed. It was a system that could handle a two tiered delegations of authority for project expenditure and operational expenditure.
We now have reporting available down to the individual field level (changes, errors, etc) and can calculate cost to serve.
It replaced on-premise hardware with cloud SaaS that is more cost effective and risk adverse.
It is more intuitive; we can put new hires on order entry and experience less user errors. As a solution owner who fixes problems and answers questions, I don't find myself having to "think" about Esker and it has become a smaller part of my job now that end-users are more self-sufficient.
Positive ROI when it allows us to find precedent documents or language (because we do not have to reinvest the wheel).
Positive ROI from workflow continuation when other lawyers go on maternity leave or are otherwise dealing with medical issues, because it allows another lawyer to look at the history of the file and piece things together.
Positive ROI from having all documents on a single server. This means if a laptop is lost or stolen, the important documents do not have to be recreated from scratch.
