Likelihood to Recommend Read full review Square 9 Softworks is great in data management and flow. For us, they've done an excellent job with the Health Screening Tools, Cloud Storage/Management and Online Applications. It seems to be a very diverse product. I think because of that, you can talk with Square 9 Softworks about what you are envisioning to see if they are capable of it. I would not do that with many other products - they just don't have that flex.
Read full review Pros System does a great job normalizing business process and automating order processing tasks. Before TeamWorks, the process was much more manual and more expensive staff ($65k to $70K) were required to manage the process. Since implementing TeamWorks, we need much lower-skilled workers to manage order processing. System ensures that we have consistent data across all systems. Rules engine is really the “company playbook” – it is the heart and soul of how the company works. It handles thousands of orders per day Read full review Fast Manual indexing with what we consider the best in point-n-click OCR indexing. Webserver that incorporates Full-Text Content Searching, Workflow Queues, Full Document Management and Live document Signing on any mobile device or location. Fast workflow designers for rapid implementation Broad range of capture and information processing tools, easy to configure Loaded with essential security options Low price, and about 10X more powerful than MS SharePoint right out of the box. Multi-database support for a very low price with disaster recovery licensing, this is very rare in the industry. Read full review Cons The system gets crashed when many instances go into the queue stage. The system even crashes and sometimes restarts automatically when the load on the server increases. We had to develop a separate software for this and maintain the same. We cannot manipulate the data during run time. It is difficult to develop user-interfaces with complex functionality. In order to consume external services that follow HTTP protocol, we need to use IDE for that, and consuming services from IDE takes a lot of time to give a response. Read full review Some of the administrative/security configuration with Windows Active Directory can be tricky when managed by separate corporate IT personnel (alignment in strategy) User adoption with any new process can be challenging, but overall user friendly menus As Database sizes grow (200,000+ records) paging through records can be cumbersome, probably need to migrate to an archive process to offload some of the data. Read full review Likelihood to Renew This particular decision will be made by other people. Overall IBM BPM is the best BPM engine that I have worked with. It is implemented at our company and IT and business are already somewhat familiar with it. Therefore if asked I will recommend renewal as long as the price is reasonable.
Read full review We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
Read full review Usability • The system is easy enough to use but, by definition, is a complex tool. However, they have done a good job generally balancing tool complexity / capability with usability. When comparing to MS Biz Talk, for example, Biz Talk has less functionality but is actually harder to use. • Software is very flexible. For somebody with the right technical background, it’s quite easy to write some Java code to overcome any hurdles or make the product do what is needed
Read full review Super simple software to operate and configure. Very granular permissions and controls. Browser based setup with everything and very intuitive visual workflow building makes it easy to set things up. Troubleshooting document workflow issues is also made easy via the batch manager when you can track each document as it moves through the workflow.
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 Issues can be raised through tickets and it works based on the priority of the issue. The Support Team response is also good and the solution is provided in a short span of time. In a case where the issue is serious, they try to find out the root cause and provide an alternative for it.
Read full review The support we received from Square 9 Softworks was exceptional. From deployment to implementation, we always felt supported. The team we worked with had patience and exceptional response time. They were amazing to work with, I always felt supported. No matter how simple or complex my question was they always delivered.
Read full review In-Person Training • Attended on premise sysadmin training for 4 days, 8 hours per day. Although further follow-up training was available, I never felt the need to go back. Training was very hands-on with real modeling (rather than just following a manual). Very effective.
Read full review 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 • Very satisfied – not too difficult at all. • We had a consultant available as part of our contract, but we didn’t really need to use (except for some advice on ActiveDirectory and single sign-on)
Read full review I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
Read full review Alternatives Considered Pega Pega is a comprehensive suite which offers a unique theme of BPM development in the market. A no-coding approach based on rules with inheritance makes Pega a very powerful product. However Pega, falls short on integration centric capabilities and very rigid to customize. On the other hand IBM comes with array of products which suits needs of varying degree. Advanced integration is solved by BPEL Process Server which has support for state based patterns and mediation. Dynamic rules and event management can be solved with WODM, Cloud to on-premise connectivity with Cast Iron, Enterprise gateway and security usecases with DataPower, Social BPM with IBM BPM , WODM, mobify with Worklight. Pega has a little bit of eveything here and there. It solves the dynamic rule management, brings out the flavor of Social BPM and mobility with Antenna ( I guess) and predictive analytics as well in one single suite. There are certain usecases which needs to have a little bit of everything, however this little bits and pieces of functionality when its blows, Pega would have problems to scale. With IBM its a bit nightmare to maintain a variety of technologies, however you can wish to go for one without the other and go for something only when you truly need it. Pega vs IBM Its difficult to pick a winner. In nutshell when you want a full scale BPM with rich integration capabilities go for IBM BPM. On the other hand if you hava mature integration capability already, Pega can yield quick results for you as well. Pega's strength is its methodology. IBM BPM's strength is integration. Actually you can't go wrong with both in terms of implementation. My strong recommendation is to invest time to process analysis and pick a good vendor to support consulting and implementation.
Read full review A similar product I have used was Time Matters. For a Law Firm, I think Time Matters is more useful as it keeps track of everything for a client, including billing. However, since I now work for a legal department of a corporation, SmartSearch is definitley more useful. It is not possible to seperate the documents we have internally in neat client files. We have various miscellaneous documents for many different services and customers or vendors. SmartSearch allows us to organize in broad categories that make sense to internal employees using it and to make sure security is set on specific documents. Time Matters would not have been sufficient for our managers to have access to, since it uploads all documents to the file - some of which are confidential.
Read full review Scalability It scales from small team interactions to business processes serving thousands of employees, as well as straight-through-processing needs that go well beyond. Of course, scale is always in the eye of the beholder, but IBM BPM does a good job of giving you all of the hooks, APIs, and data that you need to take on whatever scaling approaches you need to meet the load
Read full review 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 It has added value to the upper management to give visibility into what is happening at any time in the enterprise. Boosted employee morale because it gives them all the information to work the case/task in a single location. Identifies bottlenecks and improves the turnover. Read full review OCR capabilities allow users to quickly and accurately index files without data errors from manually keying in data Administrators can update users access through active directory without ever opening Square 9 and without generating accounts in yet another system Users can find files needed without ever leaving their desk Read full review ScreenShots Square 9 Softworks Screenshots