Intellect QMS vs. Square 9 Softworks

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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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.

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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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• 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.

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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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• 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

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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.

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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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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.

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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.

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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.

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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 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.

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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.

• 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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• 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)

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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