FileBound vs. OpenText Solutions Business Manager

Filebound is great for documents that have been archived or not needed on a day to day basis. It serves it purpose as a storage/filing system to digitize any previous "hard copy" filing system. But for the day to day accessibility, I find other programs to be more responsive and quicker to use. Also, In order to use or edit any document uploaded to Filebound, you currently have to re-download the document onto your computer to edit. If the editing capabilities were streamlined for quicker response that would also be a plus.

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How many users will be using the system? What part of the organization will own the product? Serena is a great workflow tool. It can be tailored to fit in any scenario and so I dont believe there is any situation where it would be inappropriate.

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• Filebound is easily to upload documents onto and file into the proper location. You can easily find a file on your computer and have it uploaded within seconds
• Filebound gives you customization so you can create your own folders, criteria needed to file and search for uploaded documents. You have options of file types, names, certain fields of information to display when searching for files.
• Filebound allows you to download and print your saved documents quickly for future access. There is no limit to how you can use your scanned documents

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• One of my favorite capabilities within the Serena user interface is the reporting. Detailed searches into the workflows allow the users to create reports containing any field that is in the workflow. Users here use the reporting during review time to pull metrics on tickets they have worked during the year. From a process perspective, the system provides a specific report with details around how long the items have been in various states. I use this information to measure my process peformance and to identify bottlenecks within the processes themselves. The reports are fairly easy to use but they can also be very complex too. Reports can be set up and shared across groups. Generic reports can also be set up so that query at run time fields can be entered.
• Developing new processes in Serena Business Manager is relatively easy and does not necessarily need to be done by a developer. Serena has added some key features that reduces the need to add Java scripts. Serena Business Manager is a blank slate and it can be as complex or as simple as you make it. The forms are the same. I have seen some very simple designs and some very complex and beautiful form designs.
• From a user perspective, it is fairly simple to just pick up and start using. I introduce our new hires to the systems in a thirty minute session. Most users are more confused by which process to use for what than by how to use the system.

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• Searching for Documents. Filebound does not allow you to look in differing file types for a specific document. You have to search each file type individually. And we have found that spaces or symbols are needed in front of the entered search information in order for Filebound to do a more broad search.
• You cannot move uploaded around, if you have more than one scan in a file. Once they are uploaded into a location, you cannot move it, you can only delete it and re-scan it into the proper file.
• If it was possible to simply drag and drop a file into Filebound to start the upload process, that would save time.

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• Serena's documentation for the product is well written but it can be a bit challenging because it is often missing key components, best practices or tips and tricks that you get when you call into their customer support. It is also very frustrating to have their release notes refer back to their knowledge base to have their customers figure out what they fixed in their releases.
• Serena Business Manager manages their users in an Administrator function. Any changes made in this part of Serena is only logged in the database. It would be nice to have some reporting out of of this system. When you have multiple administrators of a system, it would be a nice feature to have some reporting here rather than having to go into the database.
• The notification feature within Serena can be a bit challenging and time consuming. You can't copy the notifications so if you want to duplicate a notification you had previously created you have to recreate it again. The notifications have three levels to them and they can be a bit tricky to get them to work just right.

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We have been using Serena for eight years and I don't believe I can answer this question since it was so long ago that we made the decision to purchase Serena.

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• I don't have numbers, but our organization was able to go from having three large off-site and one on-site storage units to having none. This saved money on a monthly and yearly basis.

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• We use Serena to standardize our business processes to ensure a more efficient work day experience for our employees. By having the employees use Serena for the processes we can ensure the process is completed the same way every time.
• By having our key processes in Serena we are able to measure our processes at any time. Some of those key metrics include a 90% reduction in rework and a 47% reduction in overall process time. With the ability to measure processes at any time, we can react to process problems and correct them quickly. Serena Business Manager is flexible enough to allow quick development and rapid promotion when necessary.
• Serena is very ingrained in our culture and the culture has taken on the "ticket" mentality unfortunately. With everyone trying to measure their work and justify their body counts through ticket counts, having a ticket opened for every act of work has become the standard.

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