Great value for the product!
January 31, 2025
Great value for the product!

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

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