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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    PG Forsta HX Platform

    Score9.5 out of 10
    N/AThe PG Forsta HX platform, the technology and research solution formed from the Forsta solution based on the combined (through merger) technology of Dapresy, Confirmit, and FocusVision, and later by the acquisition of Press Ganey in 2022, is a customer experience management solution featuring both forms and text analysis to understand the Voice of the Customer.N/A

    Square 9 Softworks

    Score9.3 out of 10
    N/AFor document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

    $250

    per month 5 users

    Pricing
    PG Forsta HX PlatformSquare 9 Softworks
    Editions & Modules
    No answers on this topic
    Square 9 Process Automation Essentials
    $50
    per month per user (5 User Minimum)
    Square 9 Digital Transformation Essentials
    $68
    per month per user (5 User Minimum)
    Square 9 Enterprise Essentials
    $75
    per month per user (10 User Minimum)
    Offerings
    Pricing Offerings
    PG Forsta HX PlatformSquare 9 Softworks
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details—Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization. Pricing excludes professional services and implementation fees
    More Pricing Information
    Community Pulse
    PG Forsta HX PlatformSquare 9 Softworks
    Considered Both Products
    Press Ganey
    No answer on this topic
    Square 9 Softworks
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    96%
    Would buy again
    68 Answers
    Delivers good value for the price
    No answers on this topic
    97%
    Delivers good value for the price
    63 Answers
    Happy with the feature set
    No answers on this topic
    96%
    Happy with the feature set
    68 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    48 Answers
    Implementation went as expected
    No answers on this topic
    88%
    Implementation went as expected
    50 Answers
    Best Alternatives
    PG Forsta HX PlatformSquare 9 Softworks
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    Medium-sized Companies
    Sogolytics
    Score9 out of 10
    Esker
    Score7.4 out of 10
    Enterprises
    Medallia
    Score8.9 out of 10
    Tungsten Capture
    Score9.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PG Forsta HX PlatformSquare 9 Softworks
    Likelihood to Recommend
    9.0
    (25 ratings)
    9.3
    (75 ratings)
    Likelihood to Renew
    9.0
    (19 ratings)
    4.9
    (7 ratings)
    Usability
    7.1
    (5 ratings)
    8.0
    (6 ratings)
    Availability
    -
    (0 ratings)
    7.3
    (2 ratings)
    Performance
    -
    (0 ratings)
    7.3
    (2 ratings)
    Support Rating
    8.0
    (3 ratings)
    7.9
    (26 ratings)
    In-Person Training
    -
    (0 ratings)
    7.3
    (1 ratings)
    Implementation Rating
    9.0
    (2 ratings)
    6.4
    (3 ratings)
    Configurability
    -
    (0 ratings)
    7.3
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    4.5
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    User Testimonials
    PG Forsta HX PlatformSquare 9 Softworks
    Likelihood to Recommend
    Press Ganey
    They have done a good job at helping us maintain the integrity of the project while transitioning to a completely new platform. Our Voice of the Customer program happens to consist of multiple surveys within one "master" so I guess logistically it could be considered complex
    Incentivized
    Read full review
    Square 9 Softworks
    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
    Read full review
    Pros
    Press Ganey
    • Confirmit has a fairly shallow learning curve allowing someone with no experience to be able to create a simple survey with not much time invested in training.
    • Confirmit also has the flexibility to be used in very advanced ways. Whether modifying the display/page content's layout or modifying input types with jQuery, it is incredibly adaptable.
    • Confirmit (with v. 18) now collects data in a true SQL database which is far more robust and easy to administrate than some other methods of data storage.
    Incentivized
    Read full review
    Square 9 Softworks
    • 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
    Read full review
    Cons
    Press Ganey
    • Ensure correct data collection. This is Confirmit's main goal, and which sometimes fails to succeed.
    • Integrated data back-up service. It would be great if we could look at the data from a couple days previous.
    • Interactive layout creator. Current layout creator is really "squared" as we say, it needs more flexibility with all the incoming technologies such as HTML5 and CSS3.
    Read full review
    Square 9 Softworks
    • 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
    Read full review
    Likelihood to Renew
    Press Ganey
    From my point of view Confirmit has been a key tool in our organization. Without it we can't deliver what we do at this moment. Confirmit has proved that is a reliable, stable and easy to use tool. The few issues we found (as far as I know) were sent to Confirmit support team and fix them. Patching the product has been done faster and without large downtime of the product
    Read full review
    Square 9 Softworks
    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
    Read full review
    Usability
    Press Ganey
    Confirmit is a very technical tool, it takes time for someone to get used to the interface, even when it could definitely be more intuitive or user friendly, this is part of Confirmit's strenghts that makes it one of the most robust data collection technologies out there.
    Read full review
    Square 9 Softworks
    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
    Read full review
    Reliability and Availability
    Press Ganey
    No answers on this topic
    Square 9 Softworks
    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
    Press Ganey
    No answers on this topic
    Square 9 Softworks
    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
    Press Ganey
    The support team is responsive and I can tell that they are actually trying to help get to the heart of the issues before making us try every possible solution available. They ask the right questions and test things before coming back to us with proposals. I like the support team at Confirmit.
    Incentivized
    Read full review
    Square 9 Softworks
    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
    Read full review
    In-Person Training
    Press Ganey
    No answers on this topic
    Square 9 Softworks
    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
    Press Ganey
    Should let the professionals handle implementation, don't have only the operations team at your company do it.
    Incentivized
    Read full review
    Square 9 Softworks
    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
    Read full review
    Alternatives Considered
    Press Ganey
    Forsta has a strong product functionality and performance. Integration capabilities are fantastic and it has strong customer focus. Pre-existing relationships also helped in cracking this deal. People at Forsta are helpful and customer centric. Although cost is not highly competitive but it comes close to value for money. Competitors have quite a few functionalities but there are additional charges levied for them.
    Incentivized
    Read full review
    Square 9 Softworks
    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
    Read full review
    Scalability
    Press Ganey
    No answers on this topic
    Square 9 Softworks
    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
    Press Ganey
    • I love Confirmit, the only negative is that my experience using any other program is always terrible in comparison.
    • I had Confirmit rep come into the office and was disapointed that they didn't have much informaton on how to use it as a researcher in marking research, perhaps employing more internal marketing researchers would help that.
    Incentivized
    Read full review
    Square 9 Softworks
    • 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
    Read full review
    ScreenShots

    Square 9 Softworks Screenshots

    Screenshot of GlobalSearch Go, which organizes documents based on extracted data.Screenshot of InquireAI, which offers AI-driven data extraction of invoice and receipt fields to eliminate the need for manual data entry.Screenshot of a contract. Contracts are a complex document format that can require contextual understanding to collect accurate data points.Screenshot of the invoice review process, where users can be notified by email when a pending approval is available.Screenshot of a fully indexed document. These can be released for secure access within GlobalSearch or sent to other repositories, including QuickBooks, Dynamics 35 Business Central, Citrix ShareFile, or Google Drive.Screenshot of Documents are stored in a secure, searchable archive.