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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    Microsoft Visio

    Score7.8 out of 10
    N/AMicrosoft offers Visio, a diagramming tool for building flowcharts, diagrams (e.g. network diagrams), org charts and floor plans, available online as a subscription and also in enterprise level packages (e.g. Visio Professional).

    $5

    per month per user

    Pricing
    Square 9 SoftworksMicrosoft Visio
    Editions & Modules
    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)
    Visio Plan 1
    $5.00
    per month per user
    Visio Plan 2
    $15.00
    per month per user
    Visio Standard 2024
    $309.99
    one-time fee On-premises diagramming solution, licensed for one PC
    Visio Professional 2024
    $579.99
    one-time fee On-premises diagramming solution, licensed for one PC
    Offerings
    Pricing Offerings
    Square 9 SoftworksMicrosoft Visio
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsOffered 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
    Square 9 SoftworksMicrosoft Visio
    Considered Both Products
    Square 9 Softworks
    No answer on this topic
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    96%
    Would buy again
    72 Answers
    90%
    Would buy again
    54 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    67 Answers
    98%
    Delivers good value for the price
    53 Answers
    Happy with the feature set
    96%
    Happy with the feature set
    72 Answers
    93%
    Happy with the feature set
    56 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    52 Answers
    97%
    Lived up to sales and marketing promises
    36 Answers
    Implementation went as expected
    89%
    Implementation went as expected
    54 Answers
    97%
    Implementation went as expected
    36 Answers
    Best Alternatives
    Square 9 SoftworksMicrosoft Visio
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    M‑Files
    Score8.9 out of 10
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    Score9.9 out of 10
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    Score7.9 out of 10
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    Enterprises
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    Score9.6 out of 10
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    All AlternativesView all alternativesView all alternatives
    User Ratings
    Square 9 SoftworksMicrosoft Visio
    Likelihood to Recommend
    9.3
    (80 ratings)
    8.1
    (79 ratings)
    Likelihood to Renew
    4.9
    (7 ratings)
    10.0
    (2 ratings)
    Usability
    8.0
    (6 ratings)
    7.8
    (14 ratings)
    Availability
    7.3
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.3
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    7.9
    (26 ratings)
    7.3
    (14 ratings)
    In-Person Training
    7.3
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    6.4
    (3 ratings)
    10.0
    (1 ratings)
    Configurability
    7.3
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    4.5
    (2 ratings)
    -
    (0 ratings)
    Product Scalability
    7.3
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.3
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.3
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Square 9 SoftworksMicrosoft Visio
    Likelihood to Recommend
    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
    Microsoft
    Visio is by far and away the best tool that I have used to do Value Stream Mapping sessions with the warehouse I support. It has all of the shapes needed built in to be able to represent all areas of the processes. I also like how you are able to make the drawing as big as needed and when printing it out of Visio you have the ability to use the necessary paper size. The biggest complaint that I have with the software if how it can be cumbersome for non-Visio users (that is, people without a license in the orgnaization) to interact with the Visio Map. We normally have to dedicate one Visio SME to be able to make the changes that Process SME's find since they do not have access to the software.
    Incentivized
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    Pros
    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
    Microsoft
    • Microsoft Visio is excellent for organizing thought processes related to our more complex research.
    • The diagrams created with Microsoft Visio are ideal for graphically displaying the internal organization of work and research groups through flow diagrams.
    • Microsoft Visio is a great tool for managing our students' activities by creating flowcharts that help us graphically visualize the steps of their group work.
    Read full review
    Cons
    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
    Microsoft
    • When navigating through swim lanes, the user must be careful between switching from the point to the connection features as it can be difficult to remember which mode you’re in.
    • When drawing “decision points,” it can be difficult to type words like “yes” or “no” between the connection lines.
    • The exporting options aren’t ideal. They are hard to create in PDF format.
    Incentivized
    Read full review
    Likelihood to Renew
    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
    Microsoft
    We use Microsoft Visio to keep our diagrams updated and to that end we will need the subscription to keep using the software. Otherwise we will be left with PDF versions of the diagrams.
    Incentivized
    Read full review
    Usability
    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
    Microsoft
    I have always struggled with some basics, such as connection points, object alignment, font consistency, arranging layers and their order (bring forward, send backward), and managing overlap. I usually need to create an initial rough draft and then do a separate cleanup pass to bring the diagram up to my quality standards. If I skip that step, the result generally does not look very good. And once a diagram becomes busy or the file gets large, Visio has been unstable for me in the past, including occasional crashes that caused non-recoverable edits.
    Incentivized
    Read full review
    Reliability and Availability
    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
    Microsoft
    No answers on this topic
    Performance
    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
    Microsoft
    No answers on this topic
    Support Rating
    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
    Microsoft
    Overall, I feel that Microsoft's support is weak. They are now such a behemoth that their model of putting documentation online for their users to sift through is totally outgrown. Given the amount of money you pay for these licenses, Microsoft should provide easy one-on-one support for their products via email or chat. The idea of paying their rates for support incidents is ridiculous. If you have an enormous amount of time on your hands, use their support websites and you will eventually find a solution most of the time.
    Incentivized
    Read full review
    In-Person Training
    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
    Microsoft
    No answers on this topic
    Implementation Rating
    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
    Microsoft
    No answers on this topic
    Alternatives Considered
    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
    Microsoft
    Even though it’s a more expensive solution, Vizio is built for the enterprise. Therefore, it integrates perfectly with our existing Microsoft stack, and quite frankly, because it’s such a more mature product, it provides exactly the functionality we need and expect.
    Incentivized
    Read full review
    Scalability
    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
    Microsoft
    No answers on this topic
    Return on Investment
    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
    Microsoft
    • Reduces the amount of time I need to create process flow diagrams. In the past I would use Powerpoint or Word which required a lot more effort and time and never looked as good. Visio just takes that headache away.
    • Only negative is that I personally believe it should always have been part and parcel of the Office suite, thus giving more users the opportunity to use it rather than specifically having to justify its separate purchase within our organisation. Different now with Office 365 of course!
    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.