InEight TeamBinder Document Control Software
Updated June 20, 2019
InEight TeamBinder Document Control Software
Score 7 out of 10
Overall Satisfaction with InEight
InEight is our document control platform for issuing documents to clients. It is being used across all departments where documents are required to leave the office. Since there is a built-in review feature within InEight's software we are able to ensure that a document has been through the appropriate channels and been reviewed by the staff before it is issued to clients. This ensures that correct documents are being sent out of the office.
- Customer support for all queries.
- Navigation of the platform.
- Help tutorials with instructional videos.
- Focused training on particular issues rather than a generalized overview.
- List of customizations available to the platform with estimated costs for implementation.
- Revision setup with the review process could be automated further.
The business outcome we hoped to achieve with InEight's TeamBinder software was a streamlined document review workflow with the ability to issue accurate and correct documents to clients and contractors. The issuing of documents has met the objective as we are now able to issue documents in an efficient manner. The review workflow, on the other hand, requires a workaround with our current system and could be further improved.
InEight TeamBinder support staff are quick to respond to email inquiries and phone calls often directing the inquiry to appropriate staff for further follow-up. They also are willing to work with us until the issue has been resolved. They have also offered further training for staff that would require it.
The review workflow was easy to set up with InEight's TeamBinder however, integrating the platform with our internal document revision scheme proved a bit tricky. Since different roles within TeamBinder are required to be used to enable a document to be issued at the correct revision, it is just a matter of training personnel to do the right thing.
As an issuing tool, InEight's TeamBinder is on par with Aconex. SOLIDWORKS EPDM creation of review workflows and revision numbering is better placed with handling multiple versions of the same document with the ability to revert to older versions if required. InEight's support and technical help desk are available on call and the features it has for document control are an advantage to using the system.
When using InEight as a document issuing tool it is well suited for that application as it has tracking features embedded. However, the review of documents can be quite cumbersome when documents are to be reviewed over and over again requiring the assistance of a review coordinator to step in and fix any possible errors.
InEight Feature Ratings
30 - Engineers, drafters and office administrators are the main users of TeamBinder in our workplace. They are required to upload documents that are created internally for client or contractor review. The Engineers are then required to check the contents of the document before it is issued to client or contractors. The Engineers also have the added responsibility of rejecting a document if there are errors and the document is amended before going back to TeamBinder.
4 - There are only 4 administrators with varying roles within our company that provide support to all other staff members for InEight queries. If these members are unable to provide an answer then it is recommended that InEight support is contacted. The Administrators have done the required training module that has enabled them to be able to support staff therefore their skill set is expanded.
- Trace ability of documents sent to clients
- Transparent communication with clients
- Review of documents by relevant staff members
- Creation of a review workflow that allows multiple reviews of the same document
- The ability to be a paperless company with all activity being digital
- Searching of documents using filters as we have gone away from a folder based structure
- As a replacement of internal document store
- For proposals that get sent out
- As a reporting tool for project analytics
Some features with InEight's TeamBinder are worthy of single use, however the review feature and subsequent revision and version numbering could be improved. We will be aiming to roll out the package to encompass our internal documentation in the near future and will be in a better position to judge the usability after that point in time.
Evaluating InEight and Competitors
- Product Features
- Product Usability
Product usability and features was the most important factor in the decision for the product. As we did not have a formal document control platform in place use and ease of ease was a deciding factor. As documents are able to be reviewed from anywhere with an internet connection and a formal transmittal is able to be sent easily with trace-ability.
We would ideally change the evaluation and selection process to include details and features that align with the current and existing document coding procedures. As the changeover has proved a bit laborious with a bit of negativity from personnel within the company. As our hope would be to replace our existing internal documentation system.
Since the original inception, I have been required to overhaul the system so that it is more user friendly and combines both aspects of our business, documentation and drawings. Being able to control revision and version numbering has been a key struggle that only staff training has been able to mark this as complete.
Not sure - I was not involved with the inception of TeamBinder at my organisation.
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
Just recently we had an internal review of how we use InEight's TeamBinder. One of the outcomes was to have a digital stamped placed on documents after a document has been released. As the primary administrator I made queries to InEight's support staff and they were very efficient in directing my query to the right personnel. On follow up this query is a common upgrade to the software and it is only a matter of choosing our customization features at the moment. InEight's support staff was very knowledgeable about the situation and what were trying to achieve which made the process that much easier.
InEight's TeamBinder is a cloud based service and is therefore accessible from anywhere with an internet connection. All staff members are able to perform any duties required from the office or at home, in the review workflow to get documents to clients and ensuring that the document meets our internal standards for document presentation.
Like to use
Easy to use
Technical support not required
Quick to learn
Feel confident using