Great value for the product!
January 31, 2025

Great value for the product!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

We use Square 9 for AP workflow, electronic storage and to document member information. For me, Square 9 has simplified communication across our billing and member services department by storing all member information in one place making it easy for anyone to access it if they run across that member.

Pros

  • Store documents electronically
  • Facilitate the AP workflow process
  • Serve as a documentation hub for the billing/MSR departements

Cons

  • Not very user friendly, especially for new users
  • A lot of features weren't properly explained during implementation
  • Hard to navigate
  • Time saved through automation
  • Less errors due to automation, resulting in money saved
Unfortunately, I can't attest to this much as our members do not receive a direct benefit from this product. However, by being able to receive and store electronic copies of member documents, that is less time that the member has to spend traveling and/or sitting in the office waiting for us to complete their paperwork.
The AP workflow efficiency has dramatically changed the dynamics of this once extremely cumbersome task between departments. Where we used to have to hand deliver copies of documents and obtain signatures for each document from multiple approvers before cutting the check, now they are able to move that document through the web without it ever exchanging hands, yet making it to the same final destination.
Unfortunately, I have no experience with any other software used at Harrison REMC besides Square 9.

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?

Yes

Would you buy Square 9 Softworks again?

Yes

Square 9 serves all of our needs when it comes to the entire AP workflow process and document storage. Having all member documents and electronic invoice copies stored in one space has freed up so much time across multiple departments by simplifying the process. The AP workflow runs smoothly 99% of the time, and if there is an issue, it is not hard to drill down to the issue and resolve it.

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Thanks for your review! We are glad to hear that you have improved your AP processes and document storage abilities with our platform. We appreciate your feedback.

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