Karbon vs. Progress ShareFile

Having a tool where all of our task management and communication internally and externally is connect is a big pro for Karbon. When we made the switch we were able to eliminate multiple 3rd party tools we were using that didn't talk to each other. They are always updating and rolling out new features so you can stay up to date with what comes next to help your business. Being able to see all of the work agreed to for a client, all of the time budgets vs actual time, and then the specific tasks with specific notes, along with attaching all of the documentation (bills, emails, cc expenses ect) to the work items and having it all in one place so that the client work can be done by multiple people in our office has been a game changer for us for capacity and just not having one person hold all of the knowledge.

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When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

• Resource management: Ability to view workloads of team members and reallocate easily in the event a team member is on leave.
• Workflow management: Repeating workflows allows consistency of work and visibility of where work is up to.
• Communication: As a remote team, communication is vital. We use tagging and assigning to ensure relevant team members are across the information they need to be. The client portal is handy for keeping sensitive information off email.

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• Secure File Storage and Sharing.
• Workflows to get customer/affiliate responses to comments on documents.
• I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
• I love the upload notifications and reports on user activity.
• The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
• Integrations with Microsoft 365 - FANTASTIC - thank you.

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• Time integration with XPM: We use fixed fee billing through Ignition, with invoices flowing through to XPM where we manage WIP against time. At the moment, time recorded in Karbon needs to be manually entered into XPM. A direct integration that automatically pushes Karbon time into XPM would remove this duplication and improve accuracy. Alternatively, if Karbon could pull the relevant Ignition billing information through in a way that supported WIP management, that could remove the need to maintain time separately in XPM.
• Intelligence and reporting: I find the Intelligence area quite clunky for the management reporting we need. It can be slow to load, includes former team members who are difficult to exclude, and it is not easy to quickly produce a clean report with the key information required to manage the business.
• I would like simpler, faster reporting around measures such as team productivity, revenue compared to payroll costs, utilisation and other operational performance metrics. Ideally, these reports would be included in the current subscription model, easy to filter and export for use for management decisions. The current experience has not provided enough value for us, and as a result I cancelled the Intelligence section of our subscription this year.
• Bulk workflow updates: Making changes across a large number of recurring client workflows can be time consuming because many updates need to be made individually. While Karbon allows bulk updates using standard work templates, applying these can overwrite or remove client specific customisation, so it is not always practical for established workflows. It would be useful to be able to add a new task section to existing recurring workflows in bulk, while leaving all existing client specific tasks, settings and customisations intact. This would make it easier to roll out process improvements across the client base without having to manually update every workflow.

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• The web console is not the most user friendly site to use to get to, and send my files.
• We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
• That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

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It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.

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As mentioned previously, it is a great tool to increase overall productivity and transparency. The work appears in my-week making things hard to slip under the radar.

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ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.

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The software has never been down when I needed to use it.

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Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again

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Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.

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Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well

I used CCH Prosystems for many years and in different variations and versions. I found that the training provided was lacking and the program was not user friendly. My former firm paid a great deal of money and we didn't use half of the functions it claimed to have due to the unfriendly nature of the platform.

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ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.

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I am a one person office. I have no idea how this software would scale to a larger office.

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• All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
• Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
• ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.

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