Intellect QMS vs. OpenText Solutions Business Manager

This is a great platform for a small but quickly growing organization. It works well out of the box without a lot of bells and whistles but can be configured for specific needs. Migrating "legacy" processes, data and culture requires a lot of up front training but is worth the effort. Customer support is top-notch, and a single administrator can manage multiple applications

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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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• The applications are linked to each other so that activities can be shared, collaborated and escalated in one platform.
• Applications are sufficient "out of the box" but can be configured easily with its intuitive Design tools.
• Users can go to their personal dashboard to stay on top of their tasks across multiple applications and monitor status of activities in progress.
• The workflow-based applications keep activities moving forward efficiently but following standard processes.

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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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• Although the configuration is a "no code" approach, there is a learning curve to effecting design changes.
• The user guide documentation provided is OK for administrators but needs to be more user-friendly for general users.
• Importing "legacy" data from existing processes can be cumbersome.

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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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There is always resistance to change, but users are finding Intellect QMS to exceed their expectations as we migrate from our legacy "island" Sharepoint-based processes. Training is actually easiest to do hands-on, and users can learn quickly and then help train others. Users appreciate the personal navigation dashboard and the familiarity of the interface from one application to another. The workflow-driven applications are intuitive and make the system easy to navigate for all levels of users, although the learning curves will vary. The "Design-Test-Live" approach facilitates the implementation of configuration changes suggested by users.

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No comparison with the huge improvement Intellect is compared to the software we were using in the past. Night and Day difference.

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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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• Users appreciate the time and effort saved by having all of the QMS functions connected and in one place, without having to rely on emails, Sharepoint links multiple modes of communication to keep track of their activities and responsibilities.
• The no-code platform means we don't need IT support to maintain and configure the applications. One administrator was able to get the system launched and effective in just several weeks, with ongoing training and customization as users and applications are added.
• Our organization was recently certified to ISO 9001:2015. Intellect QMS helped us to navigate internal and audits confidently and effectively.

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info