Insocial - Feedback Solutions vs. Square 9 Softworks

We are an international organization that operates in multiple geographies and for us the solution works quite well. Insocial - Feedback Solutions itself is still a relatively small organization, but that has actually not been an issue at all. They're very flexible and helpful as a supplier. There was a close cultural fit between our 2 organizations, which made it into a success. If you are looking for a solution and partner to capture recurring customer sentiment and measure things like NPS, NLS, CSAT, CES and open feedback by using short and concise surveys that also drill down on those scores Insocial - Feedback Solutions can be a great fit.

Incentivized

Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.

Incentivized

• Great customer / end user experience. Nice Look & feel
• Excellent customer service and support
• Continuously working on improvements based on customer feedback
• Nice reporting

Incentivized

• The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
• While indexing fields in Global Search, the Key Free tool works great.
• Global Search is well-organized. It's easy to navigate and find your documents.
• The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.

Incentivized

• Survey creation could be easier, although as a customer I did not really feel this pain as our CSM [...] fully unburdoned us
• I had some comments about the closed loop feedback process and email notification look&feel, however they've already addressed this feedback in the last year with product updates.

Incentivized

• GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
• GlobalForms could have better formatting tools to enhance the fields and text formatting

Incentivized

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.

Incentivized

In general it is a very intuitive platform that does not require much training to start working with. Especially for reporting users that are focussed on the results and insights. The CSM team and support department are also very helpful in case you do run into any questions.

Incentivized

The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.

Incentivized

Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.

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.

We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.

Incentivized

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.

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.

Incentivized

There are multiple solutions that offer similar things. In the end the cutural fit with the vendor made the difference. As a foundation for future collaboration this felt as the best choice and it has proven to be a great choice since. Developments in the product have proven to be fast and based on our feedback, which makes for a great partnership and experience.

Incentivized

We tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.

Incentivized

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.

• We have been able to track an upward trend in our global NPS where we could not do this before.
• We now have more insights on amazing CSAT scores on our services, which also increase Employee Experience
• We have been enabled to act more directly on customer feedback that drives customer satisfaction and sales or prevents churn

Incentivized

• Reduction in human error through manual data entry process now being automated
• Reduction in cost due to automation allowing the function to not require a full time employee
• Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)

Incentivized