Item: Square 9 Softworks
Rating: 8
Author: Verified User

Overall Satisfaction with Square 9 Softworks

Use Cases and Deployment Scope

We have used it to replace about 20 paper forms that were being passed around for approval. Some require up to 6 approvals. The approved requests are saved in a database where they can easily be retrieved. We also use it to scan and save paper documents that we used to keep in boxes in storage.

Pros and Cons

Pros

It's easy to design a form - many featured features allow you to create what you need.
The workflows allow you to set conditions to take it in different directions based on the request - such as skipping approval levels.
You do not have to be a programmer to design a form and workflow (although similar skills are needed).
It's not hard to check on the status of a user request (form submission).

Cons

Overall, it is not as stable as other software. Some errors could not be fixed, such as a form going forward without approval because a user pressed "enter" twice in a row.
I probably only use 20% of the functionality. Beyond that, I'd have to pay for development. We did that once, and the project that we paid for never was implemented. They allowed us to request a design before my time that was so complicated that they never got it to work. Once I came on board, I implemented a much simpler solution.
Our upgrade took much, much longer than expected, and was disrupted by so many software issues.

Return on Investment

It's helping us eliminate many boxes of paper that were taking up an entire storage space.
It's allowed us to make sure that important documents get approved appropriately.

Support Rating

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.

Innovative Features

Cloud storage of documents is better than storing boxes of paper.

Key Insights

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Would you buy Square 9 Softworks again?

Yes

Other Software Used

IBM Maximo Application Suite, Epicor CMS

Likelihood to Recommend

It is well suited for any paper form that goes through a forward-moving approval process. When a form needs to go back to the originator for modification, I don't know how to do that. We tried that once, and it was a mess. The functionality of allowing the requestor to include attachments is critical. The database used to store and retrieve documents is easy to create and use. I have not compared this product with others like it, so I can't comment on how it compares; this is the only one I know. I like the functionality, but I am only giving an 8 out of 10 because of random errors I can not diagnose. I like the flexibility of what you can do, and it's not hard to design a solution once you have practice with it, but the quality is not as good as other systems I work with.

Comments

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Nick Fugaro
(Vendor Representative) commented a year ago
Thanks for your review. We are glad to hear our platform has helped improve your approval process. If you ever need assistance with our platform, don't hesitate to reach out to our support team!

Square 9 review.

Software Version