Likelihood to Recommend Great for content management and records even for organizations whose staff are not much experienced in the technical backgrounds as it's easy to use and no previous knowledge on HTML is required. It is great for storing invoices and payment proofs and for organizations dealing with global clients for general use documents.
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 Document Management is being done well since it allows you to put in a corporate folder structure that applies to the business unit you currently work in. Records Management works well in this organisation as it allows you to classify the document according to the file plan, as well as manage it according to the retention schedule for tat file plan. The ability to collaborate on files works really well. You can share with users within your group, as well as allow other users access to the files for either read access to read/write access. Access control of the folder and even individual files allows you to ensure only necessary people can have the right type of access. This is especially welcome in the government environment where document management is of utmost importance. 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 user interface and configurability of that interface lack a lot of flexibility and modern tools. There needs to be stronger and more powerful integration to electronic forms and workflow capabilities which are core to modern ECM. Management of audit and content history needs to be modernized and made more dynamic and sustainable. 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 The staff is comfortable with it and I doubt they'd change at this point.
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 interface is easy to understand and learn quickly.
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 I never had any issues with access internally or via VPN. But, the response via VPN, was a bit slow.
Read full review 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 I used OpenText nearly every day and I never had any performance issues that I can recall. That said, it's not terribly fast either. Read full review 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 OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.
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 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 No, it's pretty easy to implement and use.
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 Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this software.
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 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 With OpenText Content Suite, we can easily keep documents safe Document collaboration is easy with OpenText We can easily handle invoicing and automation thanks to features such as content capture and imaging. With OpenText Content Suite, there is better file sync and archiving 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