For 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.
$45
per month per seat
Pricing
Square 9 Softworks
Editions & Modules
Square 9 Process Automation Essentials
$45
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
Square 9 Softworks
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup Fee
Optional
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
The main thing we liked was the ease of use of GlobalSearch. Also, the people doing the demo were able to answer somewhat technical questions without having to get back to us a day later from one of their more technical people.
We reached out to Iron Mountain but did not pursue this option since we had an established relationship with Square 9 Softworks that could be expanded and not a complete restart.
Features look similar but the price point is much more affordable for my current employer. Square 9's training material could use an update but works overall.
We chose to leave ImageSilo and go with Square 9 Softworks because 1) ImageSilo was inconsistent and buggy and 2) Square 9 Softworks was streamlined and had a lot of helpful features. It seemed easier to maintain.
Square 9 was a better fit for our organization due to the costs and features that it offers. With Square 9, we were able to get 3 years of licensing for about 1 year of the competitors licensing costs.
Square 9 is also much easier to manage and use on a day-to-day basis than Doc…
much easier to use then other databases - user friendly - reliable
Verified User
Administrator
Chose Square 9 Softworks
We did not research other product offerings so I have nothing to compare the program to. I can only share why we selected Square 9 Softworks to use as our document management system. Square 9 Softworks was amazing to work with from day 1 - we worked with Xerox initially for …
I have not used other document management software. Prior to Global Search we manually entered metadata through Adobe Acrobat. This was extremely time consuming and not exactly user friendly. Global Search cut the indexing time to less than 1/4 the time we were spending on each …
Our company has been using this product for 20+ years. Since it was Fortis, then SmartSearch, to GlobalSearch, and for every transition the Square 9 team has been a great asset to making the change go smoothly
We actually had installed IBM FileNet and ended up switching to Square 9 Softworks due to an issue with the IBM reseller. In the end, we're happy it worked out this way because Square 9 Softworks was more suited for our small business. It was not only easier to use but required …
At my last job we used Square 9 for document storage but chose AvidXchange for Accounts Payable processing because of price and because also paid the invoices. At my current job, we chose Smart Search because it was more customizable, our invoice approvals were less …
Square9 is missing some of the features that Laserfiche offers, some that matter a great deal to our business - but their price point is much more competitive.
I did not comparison shop. It was offered by a very trustworthy local business that we were currently doing business with. I was presented with the software, and bought it without hesitation. No regrets.
SmartSearch is getting so strong, that even at it's lower price, it is closing the gap with the higher dollar enterprise players. It was a ways to go on advanced workflow and capture processing, but it is closing. You can stack it up to most anything, its a threat to lot of …
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 …
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
